Northeast Charitable 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
| Northeast Charitable Trust | |
| Employer Identification Number (EIN) | 043078302 |
| Name of Organization | Northeast Charitable Trust |
| In Care of Name | Marianna M Obrien |
| Address | 100 High St Ste 1000, Boston, MA 02110-1757 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1990 |
| 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 | $294,905 |
| Amount of Income | $130,967 |
| Form 990 Revenue Amount | $1,416 |
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 | $27,775 | $27,775 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $7,721 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $20,054 | |||
| Total expenses and disbursements | $29,327 | $5,220 | $0 | $24,072 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $6,127 | $5,220 | $872 | |
| Contributions, gifts, grants paid | $23,200 | |||
| Excess of revenue over expenses and disbursements | $-1,552 | |||
| Net investment income | $22,555 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $266,586 | $444,889 |
| Cash - non-interest-bearing | $471 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $154,946 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $105,159 | |
| Other | $6,010 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $266,586 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $20,054 |
| 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 | $451 |
| Total credits and payments | $629 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $629 |
| 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 | $0 |
| Overpayment | $178 |
| Amount to be credited to 2013 estimated tax | $178 |
| 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? | 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 | $456,825 |
| Net value of noncharitable-use assets | $449,980 |
| Minimum investment return | $22,499 |
| Distributable Amount (for 2012) | |
| Distributable amount | $22,048 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $22,048 |
| 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 | Northeast Action Campaigns Inc | PO BOX 230154, Boston, MA 02123-0154 | MA | 1997-08 | $226,000 |
| 2 | Northeast Advanced Vehicle Consortium Inc | 112 South St Fl 4, Boston, MA 02111-2847 | MA | 1994-09 | $2,699,037 |
| 3 | Northeast Animal Shelter Inc | 347 Highland Ave, Salem, MA 01970-1738 | MA | 1976-01 | $4,113,155 |
| 4 | Northeast Arc Inc | 64 Holten Street, Danvers, MA 01923-1973 | MA | 1956-04 | $148,531,593 |
| 5 | Northeast Association Of Realtors Inc | 6 Lyberty Way Ste 204, Westford, MA 01886-3642 | MA | $704,897 | |
| 6 | Northeast Biomedical Research Institute Inc | 53 Chestnut St, Peabody, MA 01960-5431 | MA | 1998-03 | $7,910 |
| 7 | Northeast Bottled Water Association Inc | PO BOX 328, Southfield, MA 01259-0328 | MA | 1999-03 | $48,961 |
| 8 | Northeast Cardio-Thoracic Surgical Society Inc | 7 Centre St, Dover, MA 02030-2203 | MA | 2002-08 | $85,650 |
| 9 | Northeast Center For A Clean Air Future Inc | 89 South St Ste 602, Boston, MA 02111-2674 | MA | 1994-10 | $280,343 |
| 10 | Northeast Center For Youth And Families Inc | 203 East St, Easthampton, MA 01027-1234 | MA | 1979-11 | $16,785,291 |
| 11 | Northeast Charitable Trust | 100 High St Ste 1000, Boston, MA 02110-1757 | MA | 1990-04 | $130,967 |
| 12 | Northeast Classified Advertising Managers Association | 70 Washington St Ste 214, Salem, MA 01970-3510 | MA | $18,177 | |
| 13 | Northeast Clinical Services Inc | 89 Newbury Street, Danvers, MA 01923-1098 | MA | 1984-10 | $13,396,628 |
| 14 | Northeast Community Credit Union | 100 Lafayette Sq, Haverhill, MA 01832-4741 | MA | 1942-05 | $7,868,291 |
| 15 | Northeast Concrete Products Associates Inc | 16 County Rd, Berkley, MA 02779-1206 | MA | 1998-06 | $81,679 |
| 16 | Northeast Consortium For Staff Development Inc | 301 Newbury St Ste 222, Danvers, MA 01923-1029 | MA | 1991-08 | $295 |
| 17 | Northeast Consortium Of Colleges & Univ In Massachusetts Inc | North Shore Cc 1 Ferncroft Road, Danvers, MA 01923 | MA | 1982-01 | $10,415 |
| 18 | Northeast Contact Center Forum Incorporated | 211 Congress St 7th Floor, Boston, MA 02110-2410 | MA | 2005-04 | $163,603 |
| 19 | Northeast Division Of The Gaelic Athletic Association | 19 Saranac St, Dorchester, MA 02122-2116 | MA | 1998-09 | $200,782 |
| 20 | Northeast Document Conservation | 100 Brickstone Square, Andover, MA 01810-1438 | MA | 1974-03 | $4,229,359 |
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