Martha J Stevens Tr Fbo Lakewood Theatre, Leblanc Vaughn Ttee in Athens, Maine (ME)
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
- Organizations performing similar types of work
| Martha J Stevens Tr Fbo Lakewood Theatre, Leblanc Vaughn Ttee | |
| Employer Identification Number (EIN) | 016127305 |
| Name of Organization | Martha J Stevens Tr Fbo Lakewood Theatre |
| Secondary Name | Leblanc Vaughn Ttee |
| Address | PO BOX 37, Athens, ME 04912-0037 |
| Activities | Endowment fund or financial services, Community theatrical group |
| Subsection | Charitable Organization |
| Ruling Date | 06/1995 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| 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 | $252,315 |
| Amount of Income | $103,740 |
| Form 990 Revenue Amount | $20,687 |
| National Taxonomy of Exempt Entities (NTEE) | Arts, Culture and Humanities: Theater |
Non-representatives - add comments:
Amount of income in 2013: $103,740 (it was $170,860 in 2012)
| Martha J Stevens Tr Fbo Lakewood Theatre, Leblanc Vaughn Ttee: | $103,740 |
| Other organizations performing similar types of work: | $213,388 |
Assets in 2013: $252,315 (it was $245,182 in 2012)
| This organization: | $252,315 |
| Other organizations performing similar types of work: | $114,571 |
Expenses in 2012: $68,175
| Martha J Stevens Tr Fbo Lakewood Theatre, Leblanc Vaughn Ttee: | $68,175 |
| Other organizations performing similar types of work: | $213,311 |
Income to expenses ratio in 2012: 1.5
| This organization: | 1.5 |
| Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 23.4% |
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 | $46,808 | $46,808 | $9,324 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $24 | |||
| Dividends and interest from securities | $7,905 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-209 | |||
| Other | $39,088 | |||
| Total expenses and disbursements | $68,175 | $3,639 | $3,297 | $64,536 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $5,141 | $3,639 | $1,502 | |
| Contributions, gifts, grants paid | $63,034 | |||
| Excess of revenue over expenses and disbursements | $-21,367 | |||
| Net investment income | $43,169 | |||
| Adjusted net income | $6,027 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $245,182 | $296,307 |
| Cash - non-interest-bearing | $34,455 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $206,816 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $3,911 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $245,182 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $39,088 |
| 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 | $432 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $432 |
| 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? | Yes |
| 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 | $333,485 |
| Net value of noncharitable-use assets | $328,480 |
| Minimum investment return | $16,424 |
| 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 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Williamstown Theatre Foundation Inc | PO BOX 517, Williamstown, MA 01267-0517 | MA | 1956-01 | $7,627,432 |
| 2 | Virginia Repertory Theatre | 114 W Broad St, Richmond, VA 23220-4215 | VA | 1975-09 | $5,136,531 |
| 3 | Unicorn Theatre | 3828 Main St, Kansas City, MO 64111-1915 | MO | 1977-03 | $1,914,548 |
| 4 | York Theatre Company Inc | 619 Lexington Ave, New York, NY 10022-4613 | NY | 1992-09 | $1,779,704 |
| 5 | Soho Repertory Theatre Inc | 401 Broadway Ste 300, New York, NY 10013-3005 | NY | 1991-04 | $1,380,683 |
| 6 | Scioto Society Inc | PO BOX 73, Chillicothe, OH 45601-0073 | OH | 1970-12 | $1,248,008 |
| 7 | Sandusky State Theater Inc | 107 Columbus Ave, Sandusky, OH 44870-2503 | OH | 1988-04 | $1,127,759 |
| 8 | Tudor Guild Inc | 15 S Pioneer St, Ashland, OR 97520-2749 | OR | 1966-06 | $1,026,268 |
| 9 | Vive Les Arts Societe Of Killeen Harker Heights Inc | 3401 S W S Young Dr, Killeen, TX 76542-2832 | TX | 1976-07 | $986,000 |
| 10 | South Carolina Childrens Theatre | PO BOX 9340, Greenville, SC 29604-9340 | SC | 1988-12 | $971,028 |
| 11 | Maine Music Society | 221 Lisbon St, Lewiston, ME 04240-7704 | ME | 1991-09 | $120,934 |
| 12 | Childrens Theater Of Maine | PO BOX 1011, Portland, ME 04104-1011 | ME | 1947-10 | $107,099 |
| 13 | Martha J Stevens Tr Fbo Lakewood Theatre, Leblanc Vaughn Ttee | PO BOX 37, Athens, ME 04912-0037 | ME | 1995-06 | $103,740 |
| 14 | Brewer Historical Society C/O Brian Lhiggins | 199 Wilson Street, Brewer, ME 04412 | ME | 1997-09 | $0 |
| 15 | Downriver Theatre Company | 158 Court Street, Machias, ME 04654 | ME | 1992-10 | $0 |
| 16 | Mount Desert Ballet | PO BOX 25, Mount Desert, ME 04660-0025 | ME | 1993-04 | $0 |
| 17 | Otherworld Interactive Theater Inc | 6 Coveside Rd, Cumberland Foreside, ME 04110 | ME | 1997-09 | $0 |
| 18 | Studio Theatre Of Bath | Po Box 898, Bath, ME 04530 | ME | 1995-02 | $0 |
| 19 | Vintage Repertory Company | 35 Brackett St, Portland, ME 04102-3912 | ME | 1992-12 | $0 |
| 20 | Westbrook Music Boosters | Po Box 1119, Westbrook, ME 04098 | ME | 1992-02 | $0 |
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