Trustees Under The Will Of Herman Dana in Newton, 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
| Trustees Under The Will Of Herman Dana | |
| Employer Identification Number (EIN) | 046209497 |
| Name of Organization | Trustees Under The Will Of Herman Dana |
| Address | 1340 Centre St Ste 101, Newton, MA 02459-2453 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1969 |
| 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 | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $6,994,900 |
| Amount of Income | $3,543,426 |
| Form 990 Revenue Amount | $2,433,076 |
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 | $2,585,489 | $2,585,489 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $5,813 | |||
| Dividends and interest from securities | $130,296 | |||
| Gross rents | $2,297,213 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $152,167 | |||
| Total expenses and disbursements | $2,375,462 | $1,035,572 | $0 | $1,324,621 |
| Compensation of officers, directors, trustees, etc. | $228,413 | |||
| Total operating and administrative expenses | $1,162,493 | $1,035,572 | $111,652 | |
| Contributions, gifts, grants paid | $1,212,969 | |||
| Excess of revenue over expenses and disbursements | $210,027 | |||
| Net investment income | $1,549,917 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $6,621,924 | $18,300,063 |
| Cash - non-interest-bearing | $4,920 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,207,743 | |
| Investments-corporate bonds | $844,529 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $3,564,732 | |
| Total liabilities | $939,811 | |
| Mortgages and other notes payable | $0 | |
| Other | $939,811 | |
| Total liabilities and net assets/fund balances | $5,682,113 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $152,167 |
| 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 | $15,499 |
| Total credits and payments | $39,926 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $14,926 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $25,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $7 |
| Tax due | $0 |
| Overpayment | $24,420 |
| Amount to be credited to 2013 estimated tax | $24,420 |
| 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? | Yes |
| 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 | $18,060,631 |
| Net value of noncharitable-use assets | $17,789,720 |
| Minimum investment return | $889,486 |
| Distributable Amount (for 2012) | |
| Distributable amount | $873,987 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $873,987 |
| 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 | Trustees Of The Forbes Library | 20 West St, Northampton, MA 01060-3713 | MA | 1941-01 | $1,444,262 |
| 2 | Trustees Of The Goodnow Memorial Building | 2 Town Hall Dr, Princeton, MA 01541-1129 | MA | 1996-07 | $14,811 |
| 3 | Trustees Of The Haverhill Public Library | 99 Main St, Haverhill, MA 01830-5044 | MA | 1973-02 | $6,899,602 |
| 4 | Trustees Of The Howard Funds In West Bridgewater | 756 Orchard St, Raynham, MA 02767-1028 | MA | $119,076 | |
| 5 | Trustees Of The Perley Free School | 17 Larch Rd, Georgetown, MA 01833-1616 | MA | 1979-11 | $39,068 |
| 6 | Trustees Of The Pratt Free School | 2 Murdock St, Middleboro, MA 02346-1204 | MA | $414,633 | |
| 7 | Trustees Of The Salem Public Library | 370 Essex St, Salem, MA 01970-3255 | MA | 1982-04 | $323,663 |
| 8 | Trustees Of The School Fund In The Town Of Hopkinton Massachusetts | 5 Kimball Rd, Hopkinton, MA 01748-2561 | MA | 1993-05 | $3,499 |
| 9 | Trustees Of The Supreme Council Of Ancient Accepted Scottish Rite | 33 Marrett Rd, Lexington, MA 02421-5703 | MA | 1958-02 | $37,395,299 |
| 10 | Trustees U/W Lotta M Crabtree Lotta Dumb Animal Fund | Nutter 155 Seaport Blvd, Boston, MA 02210 | MA | 1976-06 | $66,482 |
| 11 | Trustees Under The Will Of Herman Dana | 1340 Centre St Ste 101, Newton, MA 02459-2453 | MA | 1969-07 | $3,543,426 |
| 12 | Truth About Sped Inc | PO BOX 212, Norfolk, MA 02056-0212 | MA | 2008-03 | $325 |
| 13 | Tsc Child Care Inc, Tsctot Center | 55 Broadway, Cambridge, MA 02142-1001 | MA | 1988-06 | $941,212 |
| 14 | Ttees Uw Lotta M Crabtree Lotta Agricultural Fund | Nutter 155 Seaport Blvd, Boston, MA 02210 | MA | 1976-06 | $393,928 |
| 15 | Ttr Fund Inc | PO BOX 1003, Stockbridge, MA 01262 | MA | 2008-05 | $22,587 |
| 16 | Tufte Charitable Foundation | 72 Woodchester Dr, Weston, MA 02493-1436 | MA | 1999-12 | $913,846 |
| 17 | Tufts Club Inc | 80 George St Ste 100-3, Medford, MA 02155-5519 | MA | 1987-04 | $27,311 |
| 18 | Tufts College Alumni Association Inc | 80 George St Ste 100-3, Medford, MA 02155 | MA | 1985-05 | $232,992 |
| 19 | Tufts Kinsmen Association Inc | 16 Coltin Dr, Newburyport, MA 01950-4507 | MA | 1985-12 | $10,997 |
| 20 | Tufts Medical Alumni Association Inc | 136 Harrison Ave, Boston, MA 02111-1817 | MA | 2002-01 | $0 |
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