Nathaniel & Elizabeth P Stevens Fdn in North Andover, 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
| Nathaniel & Elizabeth P Stevens Fdn | |
| Employer Identification Number (EIN) | 042236996 |
| Name of Organization | Nathaniel & Elizabeth P Stevens Fdn |
| Address | PO BOX 111, North Andover, MA 01845-0111 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1944 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $15,741,291 |
| Amount of Income | $5,017,007 |
| Form 990 Revenue Amount | $1,457,192 |
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 | $1,641,154 | $1,551,454 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $533,366 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $89,700 | |||
| Other | $1,018,088 | |||
| Total expenses and disbursements | $999,018 | $82,598 | $0 | $745,570 |
| Compensation of officers, directors, trustees, etc. | $55,000 | |||
| Total operating and administrative expenses | $253,448 | $82,598 | $0 | |
| Contributions, gifts, grants paid | $745,570 | |||
| Excess of revenue over expenses and disbursements | $642,136 | |||
| Net investment income | $1,468,856 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $15,566,452 | $17,903,362 |
| Cash - non-interest-bearing | $111,444 | |
| Investments-U.S. and state government obligations | $850,257 | |
| Investments-corporate stock | $12,238,688 | |
| Investments-corporate bonds | $1,437,863 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $928,200 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $15,566,452 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,018,088 |
| 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 | $29,377 |
| Total credits and payments | $37,500 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $21,500 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $16,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $93 |
| Tax due | $0 |
| Overpayment | $8,030 |
| Amount to be credited to 2013 estimated tax | $7,350 |
| 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? | 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 | $17,301,374 |
| Net value of noncharitable-use assets | $17,041,860 |
| Minimum investment return | $852,093 |
| Distributable Amount (for 2012) | |
| Distributable amount | $822,716 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $822,716 |
| 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 | Nathalie & Theodore Jones Charitabl Tr Fbo First Parish In Waltham, Cook Bradley R Ttee | 160 Federal St, Boston, MA 02110-1700 | MA | 2008-01 | $247,946 |
| 2 | Nathalie & Theodore Jones Charitabl Tr Fbo Middlebury College, Cook Bradley R Ttee | 160 Federal St Fl 20, Boston, MA 02110-1700 | MA | 2008-01 | $250,288 |
| 3 | Nathalie & Theodore Jones Charitabl Tr Fbo Naacp Boston Branch 2045, Cook Bradley R Ttee | 160 Federal St Fl 20, Boston, MA 02110-1700 | MA | 2008-01 | $79,474 |
| 4 | Nathalie & Theodore Jones Charitabl Tr Fbo Star Island Corporation, Cook Bradley R Ttee | 160 Federal St Fl 20, Boston, MA 02110-1700 | MA | 2008-01 | $80,108 |
| 5 | Nathalie And Theodore Jones Char Tr Fbo Unitarian Univ Assc Award Fund, Cook Bradley R Ttee | 160 Federal St, Boston, MA 02110-1700 | MA | 2008-01 | $67,863 |
| 6 | Nathalie And Theodore Jones Char Tr Fbo Weston Library 07171996, Cook Bradley R Ttee | 160 Federal St, Boston, MA 02110-1700 | MA | 2008-01 | $79,552 |
| 7 | Nathan & Barbara Greenberg Charitable Trust | 306 Main St Ste 400, Worcester, MA 01608-1550 | MA | 1961-08 | $3,155 |
| 8 | Nathan David And Minnie J David Memorial Fund | 99-40 Florence St Apt 2a, Chestnut Hill, MA 02467-1939 | MA | 1955-05 | $39,841 |
| 9 | Nathan Hale Foundation Inc | 34 Main Street Ext Ste 204, Plymouth, MA 02360-3375 | MA | 2003-06 | $204,941 |
| 10 | Nathan Mayhew Seminars Of Marthas Vineyard Inc | PO BOX 727, West Tisbury, MA 02575-0727 | MA | 2014-08 | $167,466 |
| 11 | Nathaniel & Elizabeth P Stevens Fdn | PO BOX 111, North Andover, MA 01845-0111 | MA | 1944-01 | $5,017,007 |
| 12 | Nathaniel Taylor Fund Inc | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1943-03 | $135,138 |
| 13 | Natick Housing Corp | 3 Collins Ave, Natick, MA 01760-4206 | MA | 1992-12 | $0 |
| 14 | Natick Basketball Association Corp, Nba | 179 Boden Ln, Natick, MA 01760-3129 | MA | 2004-03 | $6,750 |
| 15 | Natick Center Associates Incorporated | PO BOX 6284, Natick, MA 01760-6284 | MA | 1996-11 | $158,473 |
| 16 | Natick Comets Hockey Club Inc | PO BOX 382, Natick, MA 01760-0004 | MA | 1968-12 | $478,180 |
| 17 | Natick Community Organic Farm Inc | 117 Eliot St, Natick, MA 01760-5506 | MA | 1981-04 | $835,142 |
| 18 | Natick Education Foundation | PO BOX 2221, Natick, MA 01760-0016 | MA | 1992-03 | $131,968 |
| 19 | Natick Extended Day Inc | 5 Perry Road, Natick, MA 01760 | MA | 1986-08 | $393,864 |
| 20 | Natick High School Boosters Club Inc | 15 West Street, Natick, MA 01760 | MA | 1999-05 | $0 |
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