Belchertown Historical Association Inc, The Stone House Museum in Belchertown, 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
| Belchertown Historical Association Inc, The Stone House Museum | |
| Employer Identification Number (EIN) | 046058218 |
| Name of Organization | Belchertown Historical Association Inc |
| Secondary Name | The Stone House Museum |
| In Care of Name | Linda Barron |
| Address | PO BOX 1211, Belchertown, MA 01007-1211 |
| Activities | Other school related activities, Historical site, records or reenactment, Museum, zoo, planetarium, etc. |
| Subsection | Educational Organization |
| Ruling Date | 08/1941 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 04/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $353,485 |
| Amount of Income | $50,709 |
| Form 990 Revenue Amount | $36,924 |
Non-representatives - add comments:
Revenue for 2012
Assets 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 | $68,308 | $32,051 | $18,058 | |
| Contributions, gifts, grants, etc., received | $18,199 | |||
| Interest on savings and temporary cash investments | $1,330 | |||
| Dividends and interest from securities | $7,421 | |||
| Gross rents | $23,300 | |||
| Gross profit from sales of goods | $32 | |||
| Gross sales less returns and allowances | $-131 | |||
| Less: Cost of goods sold | $163 | |||
| Other income | $18,026 | |||
| Total expenses and disbursements | $47,209 | $6,944 | $10,928 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $47,209 | $6,944 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $21,099 | |||
| Net investment income | $25,107 | |||
| Adjusted net income | $7,130 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $365,160 | $1,728,554 |
| Cash - non-interest-bearing | $44,349 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $121,729 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $199,082 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $365,160 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $502 |
| Total credits and payments | $300 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $300 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $202 |
| 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? | Yes |
| 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? | No |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | $1 | $0 | $13,491 | $14,467 | $27,958 |
| Qualifying distributions made directly for active conduct of exempt activities | $47,209 | $50,504 | $43,864 | $66,102 | $207,679 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $11,177 | $9,645 | $20,822 |
| 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 | Behrakis Foundation, Liakos Stephanie B Ttee | 80 Hayden Ave Ste 100, Lexington, MA 02421-7962 | MA | 1997-05 | $450,621 |
| 2 | Beisho Corporation, Skkaa | 60 Buick St, Watertown, MA 02472-2106 | MA | 2007-08 | $24,007 |
| 3 | Belchertown Band Boosters | PO BOX 76, Belchertown, MA 01007-0076 | MA | 2008-05 | $30,274 |
| 4 | Belchertown Community Preschool Association Inc | PO BOX 953, Belchertown, MA 01007-0953 | MA | 1977-11 | $76,531 |
| 5 | Belchertown Day School Inc | 51 State St, Belchertown, MA 01007-9440 | MA | 1980-09 | $690,388 |
| 6 | Belchertown Economic Development Industrial Corp | PO BOX 670, Belchertown, MA 01007-0670 | MA | 1997-01 | $0 |
| 7 | Belchertown Emergency Medical Services Association | Po Box 442, Belchertown, MA 01007 | MA | 2001-10 | $0 |
| 8 | Belchertown Firfighters Association Inc | 31 N Main St, Belchertown, MA 01007-9501 | MA | 1999-09 | $58,258 |
| 9 | Belchertown Football Association | PO BOX 538, Belchertown, MA 01007-0538 | MA | 2002-12 | $8,677 |
| 10 | Belchertown Granby Eagles Youth Football Organization Inc | 81 Mountain View Dr, Belchertown, MA 01007-9678 | MA | 2004-09 | $31,922 |
| 11 | Belchertown Historical Association Inc, The Stone House Museum | PO BOX 1211, Belchertown, MA 01007-1211 | MA | 1941-08 | $50,709 |
| 12 | Belchertown Land Trust Inc | 251 Cold Spring Rd, Belchertown, MA 01007-9853 | MA | 2002-06 | $353,748 |
| 13 | Belchertown Orioles Athletic Association Inc | PO BOX 536, Belchertown, MA 01007-0536 | MA | 2006-04 | $7,693 |
| 14 | Belchertown Senior Citizens Center Association Inc | 60 State St, Belchertown, MA 01007-9494 | MA | 1989-03 | $39,492 |
| 15 | Bell School Parent Teacher Organization | 40 Baldwin Rd, Marblehead, MA 01945-2131 | MA | 1996-08 | $59,707 |
| 16 | Belleville Improvement Society | PO BOX 57, Newburyport, MA 01950-0057 | MA | 1982-07 | $83,428 |
| 17 | Bellingham Friends Of Music Inc | 60 Blackstone St, Bellingham, MA 02019-1602 | MA | 2004-01 | $31,226 |
| 18 | Bellingham Memorial Middle School Pto | 130 Blackstone Street, Bellingham, MA 02019 | MA | 2004-02 | $0 |
| 19 | Bellingham Middle School Friends Of The Arts Inc | 130 Blackstone St, Bellingham, MA 02019-1684 | MA | 2007-09 | $6,722 |
| 20 | Bellingham Youth Baseball Inc | PO BOX 4, Bellingham, MA 02019-0004 | MA | 1988-02 | $175,803 |
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