Haven Trust in Boston, 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
| Haven Trust | |
| Employer Identification Number (EIN) | 046053996 |
| Name of Organization | Haven Trust |
| Address | 50 Congress St Ste 800, Boston, MA 02109-4034 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1964 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $136,740 |
| Amount of Income | $461,992 |
| Form 990 Revenue Amount | $71,176 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $242,135 | $166,404 | $0 | |
| Contributions, gifts, grants, etc., received | $244,875 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $356 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $151,562 | $1,713 | $0 | $149,549 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $3,712 | $1,713 | $1,699 | |
| Contributions, gifts, grants paid | $147,850 | |||
| Excess of revenue over expenses and disbursements | $90,573 | |||
| Net investment income | $164,691 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $116,765 | $143,561 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $19,939 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $96,826 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $116,765 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-3,096 |
| 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 | $1,647 |
| Total credits and payments | $528 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $528 |
| 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 | $1,119 |
| 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? | Yes |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| 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 | $88,582 |
| Net value of noncharitable-use assets | $87,260 |
| Minimum investment return | $4,363 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,716 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,716 |
| 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 | Hastings Street Corporation | 62 Hastings St, Greenfield, MA 01301-2007 | MA | 1996-03 | $25,963 |
| 2 | Hatfield D A R E Council Inc | 19 Plantation Rd, Hatfield, MA 01038-9775 | MA | 1994-03 | $36 |
| 3 | Hatfield Foundation For The Enhancement Of Education Inc | PO BOX 702, Hatfield, MA 01038-0702 | MA | 1993-02 | $18,856 |
| 4 | Hathaway School | 25 Bessom St, Lynn, MA 01902-1204 | MA | 2003-01 | $444,033 |
| 5 | Hatherly Elementary School Pto Inc | 72 Ann Vinal Rd, Scituate, MA 02066-2019 | MA | 2009-10 | $98,522 |
| 6 | Hatherly Golf Club Inc | PO BOX 449, N Scituate, MA 02060-0449 | MA | 1992-02 | $4,387,029 |
| 7 | Hattie B Cooper Community Center Inc | 1891 Washington St, Roxbury, MA 02118-3220 | MA | 1946-02 | $1,186,347 |
| 8 | Hausman Family Charitable Trust | 1 Avery St Apt 28d, Boston, MA 02111-1026 | MA | 1987-01 | $167,122 |
| 9 | Haven For Healing Foundation Inc | PO BOX 414, Whitman, MA 02382-0414 | MA | 2003-02 | $4,381 |
| 10 | Haven From Hunger Of Peabody Inc | PO BOX 46, Peabody, MA 01960-0846 | MA | 1985-07 | $378,525 |
| 11 | Haven Trust | 50 Congress St Ste 800, Boston, MA 02109-4034 | MA | 1964-03 | $461,992 |
| 12 | Havenside Corporation | PO BOX 1418, Vineyard Hvn, MA 02568-0906 | MA | 1991-10 | $467,804 |
| 13 | Haverhill Affordable Residence Trust Inc | 4 Summer St Ste 309, Haverhill, MA 01830-5843 | MA | 2000-08 | $14 |
| 14 | Haverhill Community Tv | 60 Bailey Blvd, Haverhill, MA 01830-6126 | MA | 1990-04 | $871,373 |
| 15 | Haverhill Community Violence Coalition | PO BOX 257, Haverhill, MA 01831-0357 | MA | 2005-02 | $2,023 |
| 16 | Haverhill Credit Union | PO BOX 7008, Lowell, MA 01852-0008 | MA | $34,312 | |
| 17 | Haverhill Day Nursery Association Inc | 367 S Main St, Haverhill, MA 01835-7339 | MA | 1998-10 | $596,302 |
| 18 | Haverhill Female Benevolent Society | 58 Marshland St, Haverhill, MA 01830-3317 | MA | 1949-02 | $22,741 |
| 19 | Haverhill Fire Department Credit Union Inc | 75 Kenoza Ave, Haverhill, MA 01830-4132 | MA | 1941-10 | $657,943 |
| 20 | Haverhill Historical Society | 240 Water St, Haverhill, MA 01830-6433 | MA | 2014-08 | $133,316 |
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