Littleton Historical Society in Littleton, Massachusetts (MA)

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Littleton Historical Society
Employer Identification Number (EIN)046079839
Name of OrganizationLittleton Historical Society
In Care of NameRichard F Packard
AddressPO BOX 721, Littleton, MA 01460-2721
ActivitiesOther school related activities
SubsectionCharitable Organization
Ruling Date11/1965
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$500,000 to $999,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$531,437
Amount of Income$27,936
Form 990 Revenue Amount$65,837
National Taxonomy of Exempt Entities (NTEE)Arts, Culture and Humanities:


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Amount of income in 2014: $27,936 (it was $20,823 in 2013)
This organization: 

 $27,936
Other organizations performing similar types of work: 

 $168,548

Assets in 2014: $531,437 (it was $528,037 in 2013)
Littleton Historical Society: 

 $531,437
Other organizations performing similar types of work: 

 $659,643

Expenses in 2013: $19,685
Littleton Historical Society: 

 $19,685
Other organizations performing similar types of work: 

 $121,005

Income to expenses ratio in 2013: 1.4
Littleton Historical Society: 

 1.4
Other organizations performing similar types of work: 

 1.4

Grants share in income in 2013: 45.3%
This organization: 

 45.3%
Other organizations performing similar types of work: 

 50.1%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$20,823$11,398$11,398
Contributions, gifts, grants, etc., received$9,425
Interest on savings and temporary cash investments$374
Dividends and interest from securities$11,024
Gross rents$0
Gross sales price for all assets$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$19,685$0$19,684$0
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$1,100
Interest$0
Depreciation$1,231
Occupancy$11,657
Travel, conferences, and meetings$0
Printing and publications$835
Total operating and administrative expenses$19,685$0$0
Contributions, gifts, grants paid$0
Excess of revenue over expenses and disbursements$1,138
Net investment income$11,398
Adjusted net income$0
Balance Sheets
20122013
Book ValueFair Market ValueBook ValueFair Market Value
Total assets$526,899$577,158$528,037$613,079
Cash - non-interest-bearing$171,934$143,279
Investments-U.S. and state government obligations$0$0
Investments-corporate stock$207,777$258,785
Investments-corporate bonds$0$0
Investments-mortgage loans$0$0
Investments-other$0$0
Other assets$30,788
Total liabilities$0$0
Total liabilities and net assets/fund balances$526,899$528,037
Capital Gains and Losses for Tax on Investment Income
20122013
Capital gain net income$0$0
Net capital loss$0$0
Excise Tax Based on Investment Income
20122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNo
Tax based on investment income$0$0
Total credits and payments$0$0
Any penalty for underpayment of estimated tax$0$0
Tax due$0
Overpayment$0
Amount to be credited to next year's estimated tax$0$0
Statements Regarding Activities
20122013
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?NoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?No
Has the foundation filed a tax return on Form 990-T for this year?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNo
Did any persons become substantial contributors during the tax year?Yes
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041No
Statements Regarding Activities for Which Form 4720 May Be Required
20122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNo
Agree to pay money or property to a government official?NoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?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))?NoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNo
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)?NoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?No
Minimum Investment Return
20122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$460,857$0
Net value of noncharitable-use assets$0
Minimum investment return$22,697$0
Distributable Amount
20122013
Distributable amount$0$0
Undistributed Income
20122013
Distributable amount for this year$0$0
Undistributed income for this year. This amount must be distributed in the next year$0$0
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
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
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$374$0
Dividends and interest from securities$11,024$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Stephen Phillips Memorial Char Tr For Historic Preservation, Coolidge Lawrence Ttee230 Congress St, Boston, MA 02110-2409MA1998-11$2,287,837
2Wenham Historical Association & Museum Inc132 Main St, Wenham, MA 01984-1520MA1953-02$1,226,536
3Sandwich Historical Society129 Main St, Sandwich, MA 02563-2233MA1956-02$723,480
4Scituate Historical SocietyPO BOX 276, Scituate, MA 02066-0276MA1943-08$544,370
5Wellesley Historical Society Inc229 Washington St, Wellesley, MA 02481-3105MA1966-08$468,061
6Topsfield Historical SocietyPO BOX 323, Topsfield, MA 01983-0523MA1971-10$463,504
7Vilna Shul Boston Center For Jewish Culture Inc, Steven Greenberg18 Phillips St, Boston, MA 02114-3711MA1992-03$327,221
8The Hanover Historical SocietyPO BOX 156, Hanover, MA 02339-0156MA1995-07$185,529
9South End Historical Society Inc532 Massachusetts Ave, Boston, MA 02118-1463MA1969-04$177,405
10Shirley-Eustis House Association33 Shirley St, Roxbury, MA 02119-2725MA1933-02$172,300
11Sheffield Historical SocietyPO BOX 747, Sheffield, MA 01257-0747MA1974-01$109,347
12Truro Historical SocietyPO BOX 486, Truro, MA 02666-0486MA1969-04$81,091
13Sherborn Community Center Foundation IncPO BOX 2, Sherborn, MA 01770-0002MA1986-10$71,158
14Western Hampden Historical Society IncPO BOX 256, Westfield, MA 01086-0256MA1950-09$53,703
15Townsend Historical Society IncPO BOX 95, Townsend, MA 01469-0095MA1972-09$53,045
16Waters Farm Preservation Inc4 Uxbridge Rd, Sutton, MA 01590-1702MA1994-07$42,236
17Oakes Ames Memorial Hall AssociationPO BOX 34, North Easton, MA 02356MA1944-12$42,022
18Shelburne Historical Society IncPO BOX 86, Shelburne Fls, MA 01370-0086MA1973-03$36,471
19Black Tavern Historical Society Of Dudley MaPo Box 1804 Dudley Hill, Dudley, MA 01571MA1984-03$24,309
20Billerica Historical Preservation Corporation2 Sylvan Rd, Billerica, MA 01821-5202MA1995-04$0
Number of organizations performing similar types of work
Alaska7
Alabama21
Arkansas16
Arizona15
California124
Colorado24
Connecticut31
District of Columbia14
Delaware5
Florida52
Georgia42
Hawaii10
Iowa23
Idaho2
Illinois54
Indiana44
Kansas26
Kentucky26
Louisiana17
Massachusetts73
Maryland45
Maine27
Michigan38
Minnesota41
Missouri43
Mississippi12
Montana6
North Carolina48
North Dakota6
Nebraska13
New Hampshire13
New Jersey52
New Mexico5
Nevada1
New York145
Ohio65
Oklahoma15
Oregon30
Pennsylvania112
Rhode Island18
South Carolina13
South Dakota6
Tennessee27
Texas60
Utah7
Virginia63
Vermont12
Washington31
Wisconsin29
West Virginia16
Wyoming5
Total1,630

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