Scott A Nathan Charitable Tr, Nathan Scott A Ttee 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
| Scott A Nathan Charitable Tr, Nathan Scott A Ttee | |
| Employer Identification Number (EIN) | 046854624 |
| Name of Organization | Scott A Nathan Charitable Tr |
| Secondary Name | Nathan Scott A Ttee |
| In Care of Name | Baupost Group Inc |
| Address | C/O Pmfos 31 St James Ave No 740, Boston, MA 02116 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $9,326,997 |
| Amount of Income | $5,000,656 |
| Form 990 Revenue Amount | $2,250,583 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $901 | $901 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $860 | |||
| Dividends and interest from securities | $41 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $925,680 | $30 | $0 | $925,150 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $530 | $30 | $0 | |
| Contributions, gifts, grants paid | $925,150 | |||
| Excess of revenue over expenses and disbursements | $-924,779 | |||
| Net investment income | $871 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $5,728,042 | $5,728,042 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $5,728,042 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $5,728,042 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $17 |
| Total credits and payments | $2,384 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,384 |
| 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 | $2,367 |
| Amount to be credited to 2013 estimated tax | $2,367 |
| 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 | $6,277,831 |
| Net value of noncharitable-use assets | $6,183,660 |
| Minimum investment return | $309,183 |
| Distributable Amount (for 2012) | |
| Distributable amount | $309,166 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $309,166 |
| 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 | Scituate Senior Association Inc | PO BOX 503, Scituate, MA 02066-0503 | MA | 1990-01 | $31 |
| 2 | Scituate Soccer Club Inc | 37 Trysting Rd, Scituate, MA 02066-1033 | MA | 1984-08 | $122,074 |
| 3 | Scituate Youth Center Inc | 301 A Driftway, Scituate, MA 02066-1904 | MA | 1954-03 | $61,759 |
| 4 | Scituate Youth Lacrosse Inc | C/O C Burns 140 Captain Pierce Rd, Scituate, MA 02066 | MA | 1998-07 | $94,444 |
| 5 | Scleroderma Clinical Trials Consortium Inc | Bu School Of Medicine 715 Albany, Boston, MA 02118 | MA | 2001-06 | $20,192 |
| 6 | Scleroderma Foundation New England Inc | 462 Boston Street, Topsfield, MA 01983-1200 | MA | 1985-06 | $1,362,085 |
| 7 | Scm Community Transportation Inc | 167 Holland St Suite 100, Somerville, MA 02144-2401 | MA | 1981-10 | $2,244,550 |
| 8 | Sconset Trust Inc | PO BOX 821, Siasconset, MA 02564-0821 | MA | 1985-03 | $3,112,341 |
| 9 | Scorpions Soccer Club Inc | Dba Scssc, Braintree, MA 02184 | MA | 2005-08 | $1,498,334 |
| 10 | Scots Charitable Society Boston Mass Womans Auxiliary Board | C/O Beverly Rawson 39 Charles St, Georgetown, MA 01833 | MA | 1955-02 | $12,735 |
| 11 | Scott A Nathan Charitable Tr, Nathan Scott A Ttee | C/O Pmfos 31 St James Ave No 740, Boston, MA 02116 | MA | 1998-01 | $5,000,656 |
| 12 | Scott C Fithian Foundation Inc | 99 Derby St Ste 203, Hingham, MA 02043-4216 | MA | 2008-09 | $42 |
| 13 | Scottish Country Dance Society Of Boston Mass | 12 Wigglesworth St, Malden, MA 02148-7422 | MA | 1964-08 | $53,225 |
| 14 | Scottish Rite Masonic Temple Inc | 186 Tremont St, Boston, MA 02111-1014 | MA | 1974-08 | $1,327,638 |
| 15 | Scotty Charitable Trust | 44 Binney St, Boston, MA 02115-6013 | MA | 1977-06 | $14,104 |
| 16 | Scraggy Neck Recreation Association | PO BOX 500, Cataumet, MA 02534-0500 | MA | 1970-02 | $98,850 |
| 17 | Screening For Mental Health Inc | 1 Washington Street, Wellsley, MA 02481-1711 | MA | 1995-06 | $3,800,881 |
| 18 | Scyfl&c Inc | 8 Pratt Rd, Scituate, MA 02066-2006 | MA | 2000-04 | $146,607 |
| 19 | Sea Education Association Inc | PO BOX 6, Woods Hole, MA 02543-0006 | MA | 1980-07 | $8,046,329 |
| 20 | Sea The World Productions Inc | PO BOX 592, Chilmark, MA 02535-0592 | MA | 2004-12 | $468,249 |


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