Alice E Morton Memorial Scholarship Fund in Concord, New Hampshire (NH)
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 New Hampshire
Alice E Morton Memorial Scholarship Fund | |
Employer Identification Number (EIN) | 036005300 |
Name of Organization | Alice E Morton Memorial Scholarship Fund |
In Care of Name | Banknorth Group Tax Department |
Address | PO BOX 477, Concord, NH 03302-0477 |
Activities | Other school related activities, Scholarships (other) |
Subsection | Educational Organization |
Ruling Date | 10/1966 |
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 | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $117,675 |
Amount of Income | $34,981 |
Form 990 Revenue Amount | $6,403 |
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 | $4,956 | $4,727 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $2,953 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $229 | |||
Other | $1,774 | |||
Total expenses and disbursements | $9,295 | $2,072 | $0 | $7,222 |
Compensation of officers, directors, trustees, etc. | $2,459 | |||
Total operating and administrative expenses | $3,095 | $2,072 | $1,022 | |
Contributions, gifts, grants paid | $6,200 | |||
Excess of revenue over expenses and disbursements | $-4,339 | |||
Net investment income | $2,655 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $121,980 | $126,565 |
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 | $115,873 | |
Other | $6,107 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $121,980 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $1,774 |
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 | $27 |
Total credits and payments | $88 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $88 |
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 | $61 |
Amount to be credited to 2013 estimated tax | $28 |
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 | $125,499 |
Net value of noncharitable-use assets | $123,620 |
Minimum investment return | $6,181 |
Distributable Amount (for 2012) | |
Distributable amount | $6,154 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $6,154 |
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 New Hampshire | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Ahs Onstage | 66 Highland Street, Hudson, NH 03051 | NH | 2008-09 | $9,175 |
2 | Aidron Duckworth Art Preservation Tr Of 1997, Harde Grace Ttee | PO BOX 61, Meriden, NH 03770-0061 | NH | 2002-09 | $41,594 |
3 | Aids Services For The Monadnock Region-A Community Coalition, Susan Mac Neil - Treas | PO BOX 1679, Keene, NH 03431-9527 | NH | 1991-03 | $134,034 |
4 | Aim | PO BOX 2112, North Conway, NH 03860-2112 | NH | 1995-06 | $53,259 |
5 | Alabama Implant Study Group Inc | 123 State St, Portsmouth, NH 03801-3825 | NH | 1976-01 | $39,260 |
6 | Alexander And Lou Gould Smith Trust | PO BOX 477, Concord, NH 03302-0477 | NH | 1996-08 | $83,809 |
7 | Alexander Eastman Foundation | C/O Mike Buckley 83 Conleys Grove, Derry, NH 03038 | NH | 1947-12 | $1,030,947 |
8 | Alexis De Tocqueville Institution | 415 N Washington 135, Claremont, NH 03743 | NH | 1986-10 | $90,214 |
9 | Alfred Quimby Fund Ttee | PO BOX 355, Ctr Sandwich, NH 03227-0355 | NH | 1921-02 | $1,871,439 |
10 | Algonquin Indoor Tennis Center Inc | PO BOX 16337, Hooksett, NH 03106-6337 | NH | 1971-09 | $86,188 |
11 | Alice E Morton Memorial Scholarship Fund | PO BOX 477, Concord, NH 03302-0477 | NH | 1966-10 | $34,981 |
12 | Alice J Reen Charitable Trust | 90 N Main St, Concord, NH 03301-4915 | NH | 1995-04 | $100,834 |
13 | Alice M And Samuel Yarnold Scholarship Tr, Roberts S H & W S Danford Ttees | 127 Parrott Ave, Portsmouth, NH 03801-4402 | NH | 1995-03 | $30,031 |
14 | Alice P Ford Testamentry Trust | PO BOX 477, Concord, NH 03302-0477 | NH | 1953-06 | $267,296 |
15 | Alice Peck Day Health Systems Corp | 10 Alice Peck Day Dr, Lebanon, NH 03766-2900 | NH | 1995-10 | $1,454,377 |
16 | Alice Peck Day Lifecare Center Inc | 10 Alice Peck Day Dr, Lebanon, NH 03766-2900 | NH | 1995-10 | $7,352,753 |
17 | Alice Racine Charitable Trust | PO BOX 477, Concord, NH 03302-0477 | NH | 1971-10 | $35,488 |
18 | Alice Vaughan Johnson Tr Uw | 833 Mammoth Rd, Manchester, NH 03104-4532 | NH | $6,915 | |
19 | Alice Vaughan Johnson Tr Uw | 833 Mammoth Rd, Manchester, NH 03104-4532 | NH | $6,682 | |
20 | Allan B Roby And Frances M Roby Charitable Trust | 7 Bliss Ln, Lyme, NH 03768-3809 | NH | 1997-10 | $786,325 |
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