Samaritan Society in Salem, 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
| Samaritan Society | |
| Employer Identification Number (EIN) | 046062897 |
| Name of Organization | Samaritan Society |
| Address | 37 Chestnut St, Salem, MA 01970-3127 |
| Activities | Gifts or grants to individuals (other than scholarships) |
| Subsection | Charitable Organization |
| Ruling Date | 11/1973 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| 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 | $192,303 |
| Amount of Income | $146,685 |
| Form 990 Revenue Amount | $14,301 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $14,301 | $10,729 | $10,729 | |
| Contributions, gifts, grants, etc., received | $3,805 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $10,729 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $11,696 | $1,367 | $1,367 | $11,696 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,367 | $1,367 | $1,367 | |
| Contributions, gifts, grants paid | $10,329 | |||
| Excess of revenue over expenses and disbursements | $2,605 | |||
| Net investment income | $9,362 | |||
| Adjusted net income | $9,362 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $186,934 | $210,109 |
| Cash - non-interest-bearing | $14,123 | |
| Investments-U.S. and state government obligations | $172,811 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $186,934 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-233 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $94 |
| Total credits and payments | $200 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $200 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Overpayment | $106 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $203,479 |
| Net value of noncharitable-use assets | $200,420 |
| Minimum investment return | $10,021 |
| Distributable Amount (for 2011) | |
| Distributable amount | $9,927 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $9,927 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $9,927 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Salisbury Singers Inc | 370 Main St Ste 1200, Worcester, MA 01608-1724 | MA | 1978-02 | $63,737 |
| 2 | Salt Marsh Charitable Foundation Tr, Pfiefer Robert F Et Al Ttee | 2 Atlantic Avenue, Boston, MA 02110-3918 | MA | 2005-02 | $57,309 |
| 3 | Salt Pond Areas Bird Sanctuaries Inc | PO BOX 535, W Falmouth, MA 02574-0535 | MA | 1966-04 | $521,898 |
| 4 | Salters Point Improvement Association | 536 Hawthorn St, Dartmouth, MA 02747-3717 | MA | 1984-01 | $169,592 |
| 5 | Salvatore & Grace Rocco Charitable Trust | 3 Karolyn Cir, Nahant, MA 01908-1118 | MA | 1968-05 | $2,720 |
| 6 | Samanta Bhadra Buddhist Center Inc | 155 Quincy Ave, Braintree, MA 02184-3701 | MA | 2009-04 | $740,293 |
| 7 | Samantha Becky Mark Foundation | 16 Boardman Ave, Manchester, MA 01944-1406 | MA | 2009-07 | $7,019,237 |
| 8 | Samanthas Harvest Company Inc | PO BOX 425, Reading, MA 01867-0625 | MA | 2003-07 | $57,041 |
| 9 | Samaritan Community Health Services Inc | PO BOX 368, Webster, MA 01570-0368 | MA | 1989-11 | $339,313 |
| 10 | Samaritan Health And Home Care Incorporated | PO BOX 368, Webster, MA 01570-0368 | MA | 1987-02 | $941,985 |
| 11 | Samaritan Society | 37 Chestnut St, Salem, MA 01970-3127 | MA | 1973-11 | $146,685 |
| 12 | Samaritans Inc | 41 West St Fl 4, Boston, MA 02111-1268 | MA | 1978-07 | $1,679,670 |
| 13 | Samaritans On Cape Cod And The Islands Inc | PO BOX 65, Falmouth, MA 02541-0065 | MA | 1981-10 | $148,129 |
| 14 | Samoset Parent Teachers Organization | 100 Decicco Drive, Leominster, MA 01453 | MA | 2008-01 | $34,136 |
| 15 | Samson Foundation Charitable Trust The | 52 Mulberry St, Springfield, MA 01105-1410 | MA | 1980-03 | $24,051 |
| 16 | Samuel A Gass And Carol Gass Foundation Inc | 131 Dartmouth St, Boston, MA 02116-5134 | MA | 1960-01 | $1 |
| 17 | Samuel And Nina Frankenheim Foundation | C/O Ropes Gray Llp 800 Boylston St, Boston, MA 02199 | MA | 1987-07 | $174,820 |
| 18 | Samuel And Tillie D Cheiffetz Foundation Inc | C/O Jaffee Associates 25 Harvard, Worcester, MA 01609 | MA | 1993-02 | $30,189 |
| 19 | Samuel And Zelda Chafetz Family Foundation | 76 Mill St, Worcester, MA 01603-2018 | MA | 1963-12 | $32 |
| 20 | Samuel B And Gloria R Sheldon Charitable Foundation | 510 Great Meadow Rd, Dedham, MA 02026 | MA | 1969-03 | $20,000 |



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