Dana Home Of Lexington Inc in Lexington, 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
| Dana Home Of Lexington Inc | |
| Employer Identification Number (EIN) | 042111392 |
| Name of Organization | Dana Home Of Lexington Inc |
| In Care of Name | Rogerson Communities |
| Address | 7 Hartwell Ave, Lexington, MA 02421-3101 |
| Activities | Housing for the aged (see also 153) |
| Subsection | Charitable Organization |
| Ruling Date | 08/1949 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation exempt from paying excise taxes on investment income |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,998,650 |
| Amount of Income | $1,091,547 |
| Form 990 Revenue Amount | $297,668 |
Non-representatives - add comments:
Revenue for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $297,668 | $124,181 | $71,907 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $120 | |||
| Dividends and interest from securities | $27,037 | |||
| Gross rents | $35,200 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $235,311 | |||
| Total expenses and disbursements | $234,884 | $0 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $234,884 | $0 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $62,784 | |||
| Net investment income | $124,181 | |||
| Adjusted net income | $71,907 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,402,553 | $3,402,553 |
| Cash - non-interest-bearing | $335,457 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $2,753,535 | |
| Other | $313,561 | |
| Total liabilities | $6,400 | |
| Mortgages and other notes payable | $0 | |
| Other | $6,400 | |
| Total liabilities and net assets/fund balances | $3,396,153 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $235,311 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | Yes |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $2,550,670 |
| Net value of noncharitable-use assets | $2,512,420 |
| Minimum investment return | $125,621 |
| Distributable Amount (for 2011) | |
| Distributable amount | $0 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $0 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $71,907 | $114,778 | $102,363 | $140,438 | $429,486 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $565,143 | $565,143 |
| Value of all assets | $3,402,553 | $3,339,769 | $3,923,831 | $3,852,728 | $14,518,881 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $3,402,553 | $3,339,769 | $3,923,831 | $3,852,728 | $14,518,881 |
| 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) | $35,200 | $240,903 | $356,219 | $411,744 | $1,044,066 |
| 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 | Dalton Ambulance & Rescue Inc | 20 Flansburg Ave, Dalton, MA 01226-1409 | MA | 1984-07 | $131,355 |
| 2 | Dalton Club | PO BOX 1023, Newburyport, MA 01950-6023 | MA | 1934-07 | $99,281 |
| 3 | Dalton Community Cable Association Inc | 151 Park Ave, Dalton, MA 01226-1424 | MA | 1992-08 | $101,336 |
| 4 | Dalton Community Tr | 33 Field St, Dalton, MA 01226 | MA | 1996-02 | $0 |
| 5 | Dalton Cooperative Nursery School | 514 Main St, Dalton, MA 01226-1610 | MA | 1972-03 | $48,669 |
| 6 | Dalton Lions Charities Inc, Dalton Lions Club | Po Box 213, Dalton, MA 01227 | MA | 2006-06 | $0 |
| 7 | Daltons Firemens Association Inc | 20 Flansburg Ave, Dalton, MA 01226-1409 | MA | 1984-07 | $53,633 |
| 8 | Dan Fahey Fall Classic | 34 A Winn St, Burlington, MA 01803-4701 | MA | 2009-05 | $27,682 |
| 9 | Dan Rinaldi Heart Award Fund Inc | 4 Lamb Ln, Canton, MA 02021-4222 | MA | 2008-12 | $21,637 |
| 10 | Dan Trant Scholarship Fund Inc | PO BOX 2233, Westfield, MA 01086-2233 | MA | 2004-10 | $18,195 |
| 11 | Dana Home Of Lexington Inc | 7 Hartwell Ave, Lexington, MA 02421-3101 | MA | 1949-08 | $1,091,547 |
| 12 | Dance Center Booster Club | P O Box 4713, Chicopee, MA 01014 | MA | 2002-12 | $0 |
| 13 | Dance Collective/Mass Movement Inc | 62 Fottler Ave, Lexington, MA 02420-2930 | MA | 1974-10 | $23,417 |
| 14 | Dance Expressions Scholarship Fund Inc | Po Box 401, North Oxford, MA 01537 | MA | 2000-03 | $10,695 |
| 15 | Dance Freedom Inc | 53 Concord Ave Apt 2, Somerville, MA 02143-3927 | MA | 1988-10 | $22,527 |
| 16 | Dance Inn Productions Inc | 1403 Massachusetts Ave, Lexington, MA 02420 | MA | 1998-04 | $6,716 |
| 17 | Dance Masters Of America New England Chap 5 Inc | 9a Baltimore St, Haverhill, MA 01830-2101 | MA | 1994-04 | $127,465 |
| 18 | Dancers Courageous Inc | 26 North St, Topsfield, MA 01983-1124 | MA | 2000-03 | $12,453 |
| 19 | Dancing For A Difference | 50 Pendleton Lane, Longmeadow, MA 01106 | MA | 2009-02 | $0 |
| 20 | Danforth Museum Corp | 123 Union Ave, Framingham, MA 01702-8223 | MA | 1974-03 | $1,549,906 |
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