Anna Niconchuk Scholarship Trust in Saugus, Massachusetts (MA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Massachusetts
| Anna Niconchuk Scholarship Trust | |
| Employer Identification Number (EIN) | 042775813 |
| Name of Organization | Anna Niconchuk Scholarship Trust |
| In Care of Name | Eastern Bank & Trust Co |
| Address | 605 Broadway Lf 41, Saugus, MA 01906-3283 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 07/1983 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $74,520 |
| Amount of Income | $26,199 |
| Form 990 Revenue Amount | $2,334 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $2,775 | $2,714 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,456 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $319 | |||
| Total expenses and disbursements | $5,846 | $822 | $0 | $5,005 |
| Compensation of officers, directors, trustees, etc. | $1,643 | |||
| Total operating and administrative expenses | $1,681 | $822 | $840 | |
| Contributions, gifts, grants paid | $4,165 | |||
| Excess of revenue over expenses and disbursements | $-3,071 | |||
| Net investment income | $1,892 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $74,906 | $85,763 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $74,906 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $74,906 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $319 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $38 |
| Total credits and payments | $16 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $16 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $22 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | Yes |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $85,853 |
| Net value of noncharitable-use assets | $84,560 |
| Minimum investment return | $4,228 |
| Distributable Amount (for 2012) | |
| Distributable amount | $4,190 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $4,190 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Ann Monks Barry Charitable Foundation, Barry Ann M Ttee | 150 State St, Boston, MA 02109-2505 | MA | 2000-04 | $891 |
| 2 | Ann White Washburn Scholarship Fund | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1970-02 | $12,209 |
| 3 | Anna And Bw Cosentino Charitable Foundation Inc | 111 Lincoln Street, Needham, MA 02492-2900 | MA | 2003-10 | $3,479 |
| 4 | Anna & Ida Reiss Trust Fund, Harry L Miles & Dori Miles Co-Ttees | 77 Pleasant St, Northampton, MA 01060-3912 | MA | 1976-06 | $60,098 |
| 5 | Anna B Stearns Charitable Foundation Inc | PO BOX 55806, Boston, MA 02205-5806 | MA | 1967-02 | $2,499,118 |
| 6 | Anna Exhibitors Group Inc | PO BOX 182, Uxbridge, MA 01569-0182 | MA | 2008-08 | $16 |
| 7 | Anna Gould Charitable Foundation Inc | 38 Robinson Dr, Bedford, MA 01730-1360 | MA | 2009-02 | $150,278 |
| 8 | Anna Harris Smith Conservation Trust Inc | 10 Chandler St, Boston, MA 02116-5221 | MA | 2003-03 | $0 |
| 9 | Anna Jaques Community Health Foundation Inc | 25 Highland Ave, Newburyport, MA 01950-3867 | MA | 1996-09 | $3,185,102 |
| 10 | Anna Myer And Dancers Inc | 536 Mass Ave, Cambridge, MA 02139-4029 | MA | 2001-09 | $90,563 |
| 11 | Anna Niconchuk Scholarship Trust | 605 Broadway Lf 41, Saugus, MA 01906-3283 | MA | 1983-07 | $26,199 |
| 12 | Anna Reppucci Memorial Trust, Reppucci Eugene M Jr Ttee | PO BOX 961209, Boston, MA 02196-1209 | MA | 2002-12 | $889 |
| 13 | Anne And Paul Marcus Family Foundation | 260 Franklin St 6th Fl, Boston, MA 02110-3112 | MA | 2002-11 | $1,376,450 |
| 14 | Anne Carroll Foundation Inc | 10 Brooks Hill Rd, Lincoln, MA 01773-1406 | MA | 2001-01 | $56,390 |
| 15 | Anne E Borghesani Community Foundation | 24 Hastings Rd, Lexington, MA 02421-6807 | MA | 2000-02 | $32,541 |
| 16 | Anne Martin Joyce Charitable Trust Mass Reg 022340, Joyce Charles Ttee | 33 Laurel Rd, Milton, MA 02186-1521 | MA | 1996-07 | $477 |
| 17 | Anne Rogal Helman Ovarian Cancer Fund | 1320 Centre St Ste 404, Newton, MA 02459-2400 | MA | 2006-08 | $459 |
| 18 | Annettes Climb Inc | 805 Alyssa Dr, Groveland, MA 01834-1654 | MA | 2007-09 | $28,147 |
| 19 | Annie J Bronson Charitable Foundation | 255 State St 6th Fl, Boston, MA 02109-2617 | MA | 1972-11 | $18,212 |
| 20 | Annie J Maccoll Charitable Tr, Kean Barry Ttee | 15 Hilliard St, Cambridge, MA 02138-4938 | MA | 2000-06 | $209,830 |
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