The Nbt Charitable Trust, Nichols J R & Tieken N B Ttees 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
| The Nbt Charitable Trust, Nichols J R & Tieken N B Ttees | |
| Employer Identification Number (EIN) | 046677641 |
| Name of Organization | The Nbt Charitable Trust |
| Secondary Name | Nichols J R & Tieken N B Ttees |
| In Care of Name | State Street B K & Tr Co Ttees |
| Address | 50 Congress St, Boston, MA 02109-4002 |
| Activities | Gifts, grants, or loans to other organizations, Gifts or grants to individuals (other than scholarships), Achievement pries of awards |
| Subsection | Charitable Organization |
| Ruling Date | 07/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,954,617 |
| Amount of Income | $752,894 |
| Form 990 Revenue Amount | $247,225 |
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 | $265,422 | $265,422 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $102,668 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $162,754 | |||
| Total expenses and disbursements | $193,605 | $14,202 | $0 | $171,834 |
| Compensation of officers, directors, trustees, etc. | $22,682 | |||
| Total operating and administrative expenses | $32,605 | $14,202 | $10,834 | |
| Contributions, gifts, grants paid | $161,000 | |||
| Excess of revenue over expenses and disbursements | $71,817 | |||
| Net investment income | $251,220 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,190,306 | $3,659,469 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $654,672 | |
| Investments-corporate stock | $1,387,192 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $148,442 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,190,306 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $162,754 |
| 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 | $5,024 |
| Total credits and payments | $4,672 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $4,672 |
| 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 | $352 |
| 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? | 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 | $3,607,271 |
| Net value of noncharitable-use assets | $3,553,160 |
| Minimum investment return | $177,658 |
| Distributable Amount (for 2012) | |
| Distributable amount | $172,634 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $172,634 |
| 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 | The Morse Charitable Trust | One Winthrop Square, Boston, MA 02110-1209 | MA | 1997-10 | $278,011 |
| 2 | The Moses And Minna G Alpers 1990 Charitable Trust, Paula M Bianchi Ttee | 16 Birch Rd 01984, Wenham, MA 01984-1902 | MA | 1995-02 | $19,831 |
| 3 | The Most Worshipful George Washingt On Carver Grand Lodge Inc Ancient | 23 Kenilworth St, Roxbury, MA 02119-1710 | MA | 2014-07 | $16,606 |
| 4 | The Mother Connection Inc | PO BOX 2089, Andover, MA 01810-0037 | MA | 1985-02 | $34,485 |
| 5 | The Mpd Higgins Foundation | PO BOX 55806, Boston, MA 02205-5806 | MA | 2000-12 | $557,102 |
| 6 | The Mundt Family Foundation, Kevin A Mundt | 145 Weston Rd, Lincoln, MA 01773-4506 | MA | 2008-04 | $81,932 |
| 7 | The Myra Higgins Scholarship Trust Foundation, Bloom Victor Ttee | 12 Cedar St, Wilmington, MA 01887-3612 | MA | 1999-08 | $0 |
| 8 | The Naduse Foundation | PO BOX 1038, Groton, MA 01450-3038 | MA | 1997-04 | $52,275 |
| 9 | The Nancy Foss Heath And Richard B Heath Educational Cultural And | 77 Summer St, Boston, MA 02110-1006 | MA | 1991-08 | $21,182,817 |
| 10 | The National Trust For Scotland Foundation Usa Inc | 45 School St 3rd Flr, Boston, MA 02108-3206 | MA | 2001-02 | $356,773 |
| 11 | The Nbt Charitable Trust, Nichols J R & Tieken N B Ttees | 50 Congress St, Boston, MA 02109-4002 | MA | 1992-07 | $752,894 |
| 12 | The Needham Police Union | 99 School St, Needham, MA 02492-2941 | MA | 1986-03 | $79,476 |
| 13 | The Neighborhood Corporation | 120 Ingell Street, Taunton, MA 02780-3558 | MA | 1995-10 | $231,983 |
| 14 | The Nelson Institute Inc | 158 Fayerweather St Ste 2, Cambridge, MA 02138-1243 | MA | 1987-07 | $1 |
| 15 | The New England Miniature Horse Society | PO BOX 373, W Brookfield, MA 01585-0373 | MA | 1995-10 | $17,817 |
| 16 | The New England Youth Ensemble Inc | 96 Kendall Hill Rd, Sterling, MA 01564-1533 | MA | 1984-06 | $232,839 |
| 17 | The North End Visitor Center Inc | 193 Salem Street, Boston, MA 02113 | MA | 2002-08 | $302 |
| 18 | The North River Community Lions Club Foundation Inc | 8 10th Ave, Scituate, MA 02066-2921 | MA | 2002-03 | $7,876 |
| 19 | Bci Transitional Services Inc | Po Box 850334, Braintree, MA 02185 | MA | 2004-02 | $36,002 |
| 20 | The Open Door Theater Of Acton Inc | PO BOX 2553, Acton, MA 01720-6553 | MA | 2014-06 | $32,183 |
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