Old Colony Historical Society in Taunton, 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
| Old Colony Historical Society | |
| Employer Identification Number (EIN) | 042308455 |
| Name of Organization | Old Colony Historical Society |
| Address | 66 Church Grn, Taunton, MA 02780-3445 |
| Activities | Historical site, records or reenactment |
| Subsection | Educational Organization |
| Ruling Date | 09/1941 |
| 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 | $4,487,177 |
| Amount of Income | $1,449,405 |
| Form 990 Revenue Amount | $22,885 |
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 | $212,259 | $127,994 | $130,816 | |
| Contributions, gifts, grants, etc., received | $92,008 | |||
| Interest on savings and temporary cash investments | $433 | |||
| Dividends and interest from securities | $127,561 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $2,822 | |||
| Gross sales less returns and allowances | $-1,128 | |||
| Less: Cost of goods sold | $3,950 | |||
| Other income | $6,713 | |||
| Total expenses and disbursements | $273,846 | $15,496 | $15,496 | $234,850 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $273,346 | $15,496 | $234,350 | |
| Contributions, gifts, grants paid | $500 | |||
| Excess of revenue over expenses and disbursements | $-61,587 | |||
| Net investment income | $112,498 | |||
| Adjusted net income | $115,320 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,194,138 | $4,194,138 |
| Cash - non-interest-bearing | $275 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,361,406 | |
| Investments-corporate bonds | $1,227,903 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $604,554 | |
| Total liabilities | $2,574 | |
| Mortgages and other notes payable | $0 | |
| Other | $2,574 | |
| Total liabilities and net assets/fund balances | $4,191,564 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-17,278 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | Yes |
| 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 | $4,073,627 |
| Net value of noncharitable-use assets | $4,012,520 |
| Minimum investment return | $200,626 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | $115,320 | $92,147 | $63,935 | $68,059 | $339,461 |
| Qualifying distributions made directly for active conduct of exempt activities | $234,850 | $236,399 | $230,916 | $240,863 | $943,028 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $133,750 | $135,636 | $137,548 | $126,699 | $533,633 |
| 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 | Ohrenberger Community School Council Inc | 175 W Boundary Rd, West Roxbury, MA 02132-4716 | MA | 1977-07 | $468,044 |
| 2 | Oiste Civic Education Initiative | 15 Court Sq Ste 345, Boston, MA 02108-2518 | MA | 2002-09 | $355,586 |
| 3 | Oiste Inc | 15 Court Square, Boston, MA 02111 | MA | 2003-11 | $0 |
| 4 | Okurowski Family Foundation | 294 Elm St, Concord, MA 01742-2247 | MA | 2007-07 | $87,466 |
| 5 | Olaleye Communications Inc | 71 Windsor St, Roxbury Crossing, MA 02120 | MA | 1988-03 | $8,470 |
| 6 | Olancho Aid Foundation Inc | PO BOX 15, Rockland, MA 02370-0015 | MA | 2009-04 | $1,280,033 |
| 7 | Old Charlestown Schoolboys Association | Post Office Box 290375, Charlestown, MA 02129-0207 | MA | 2002-05 | $31,483 |
| 8 | Old Chelmsford Garrison House Association Inc | Po Box 161, Chelmsford, MA 01824 | MA | 1965-03 | $0 |
| 9 | Old City Hall Landmark Corporation | 45 School Street, Boston, MA 02108-3206 | MA | $2,556,100 | |
| 10 | Old Colony Beneficial Association Corporation | 366 Sibley Ave, W Springfield, MA 01089-2159 | MA | 1966-10 | $12,939 |
| 11 | Old Colony Historical Society | 66 Church Grn, Taunton, MA 02780-3445 | MA | 1941-09 | $1,449,405 |
| 12 | Old Colony Hospice Inc | 1 Credit Union Way, Randolph, MA 02368-4633 | MA | 1985-09 | $7,527,368 |
| 13 | Old Colony Library Network Inc | 220 Forbes Rd Ste 401, Braintree, MA 02184-2715 | MA | 1987-02 | $1,089,970 |
| 14 | Old Colony Model Railroad & Technical Society | P O Box 45, Raynham, MA 02767 | MA | 2006-11 | $0 |
| 15 | Old Colony Montessori School Inc | 20 Derby Street, Hingham, MA 02043 | MA | 1964-07 | $1,338,352 |
| 16 | Old Colony Sportsmen Assn Inc Pembroke Mass | 159 Forest St, Pembroke, MA 02359-3317 | MA | 1944-10 | $249,809 |
| 17 | Old Colony Yacht Club, David J Harrington - Treas | 235 Victory Rd, Dorchester, MA 02122-3549 | MA | 1952-07 | $658,379 |
| 18 | Old Deerfield Nursery School Inc Memorial St | PO BOX 22, Deerfield, MA 01342-0022 | MA | 1990-04 | $76,992 |
| 19 | Old Deerfield Productions Inc | 7 Memorial Street, Deerfield, MA 01342-0015 | MA | 2008-04 | $76,807 |
| 20 | Girdler House | 78 Lothrop St, Beverly, MA 01915-5860 | MA | 1942-10 | $775,663 |
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