South Mountain Association in Pittsfield, Massachusetts (MA)

South Mountain Association
Employer Identification Number (EIN)	046049419
Name of Organization	South Mountain Association
Address	PO BOX 23, Pittsfield, MA 01202-0023
Activities	Other cultural or historical activities, Other youth organization or activities
Subsection	Educational Organization
Ruling Date	02/1943
Deductibility	Contributions are deductible
Foundation	Private operating foundation (other)
Organization	Association
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
Assets	$1,000,000 to $4,999,999
Income	$100,000 to $499,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$2,534,961
Amount of Income	$405,798
Form 990 Revenue Amount	$256,033

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2012)
Total revenue	$309,559	$105,060	$104,354
Contributions, gifts, grants, etc., received	$131,225
Interest on savings and temporary cash investments	$20,562
Dividends and interest from securities	$67,892
Gross rents	$15,900
Gross profit from sales of goods	$0
Other income	$73,274
Other	$706
Total expenses and disbursements	$258,221	$5,313	$5,313	$249,888
Compensation of officers, directors, trustees, etc.	$37,852
Total operating and administrative expenses	$253,221	$5,313		$244,888
Contributions, gifts, grants paid	$5,000
Excess of revenue over expenses and disbursements	$51,338
Net investment income		$99,747
Adjusted net income			$99,041

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$2,387,493	$3,493,046
Cash - non-interest-bearing	$63,639
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$1,126,139
Investments-corporate bonds	$275,000
Investments-mortgage loans	$0
Investments-other	$19,077
Other	$903,638
Total liabilities	$1
Mortgages and other notes payable	$0
Other	$1
Total liabilities and net assets/fund balances	$2,387,493

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$706
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	$997
Total credits and payments	$1,960
2012 estimated tax payments and 2011 overpayment credited to 2012	$1,960
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	$963
Amount to be credited to 2013 estimated tax	$963

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?	Yes
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	$3,387,344
Net value of noncharitable-use assets	$3,336,540
Minimum investment return	$166,827

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

	2012	2011	2010	2009	Total
Private Operating Foundations (for 2012)
The lesser of the adjusted net income or the minimum investment return	$99,041	$96,988	$87,688	$91,993	$375,710
Qualifying distributions made directly for active conduct of exempt activities	$249,888	$231,542	$237,167	$190,943	$909,540
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	$111,218	$107,092	$102,119	$90,567	$410,996
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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11	South Mountain Association	PO BOX 23, Pittsfield, MA 01202-0023	MA	1943-02	$405,798
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13	South Norfolk County Residences	789 Clapboardtree St, Westwood, MA 02090-1717	MA	1976-09	$130,712
14	South Quincy Social Club Inc	252 Washington St Rear, Quincy, MA 02169-5524	MA	1983-06	$47,249
15	South Row School Parent Teacher Organization-Pto-Inc	250 Boston Road, Chelmsford, MA 01824	MA	1993-03	$0
16	South Shore Antique Auto Foundation Inc	100 Grove St, Kingston, MA 02364	MA	1992-08	$67
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18	South Shore Chamber Of Commerce Foundation Inc	1050 Hingham Street, Rockland, MA 02370-1076	MA	1999-07	$7,500
19	South Shore Charter Educational Foundation Inc	100 Longwater Cir, Norwell, MA 02061-1650	MA	2004-07	$591,824
20	South Shore Christian Academy	45 Broad St, Weymouth, MA 02188-1705	MA	1995-02	$2,071,031