Bella Henry Trust, Stratevest Group Na Ttee in Concord, New Hampshire (NH)

Organization representatives - add corrected or new information about Bella Henry Trust, Stratevest Group Na Ttee »

Non-representatives - add comments about Bella Henry Trust, Stratevest Group Na Ttee»

Bella Henry Trust, Stratevest Group Na Ttee
Employer Identification Number (EIN)036024316
Name of OrganizationBella Henry Trust
Secondary NameStratevest Group Na Ttee
In Care of NameBanknorth Group Tax Dept
AddressPO BOX 477, Concord, NH 03302-0477
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date11/1996
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$100,000 to $499,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$293,556
Amount of Income$79,548
Form 990 Revenue Amount$15,453


Non-representatives - add comments:


CAPTCHA

Your IP address 3.235.251.99 will be logged.

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$11,849$11,702$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$7,209
Gross rents$0
Gross profit from sales of goods$0
Other income$147
Other$4,493
Total expenses and disbursements$15,976$3,391$0$12,585
Compensation of officers, directors, trustees, etc.$4,408
Total operating and administrative expenses$5,052$3,391$1,661
Contributions, gifts, grants paid$10,924
Excess of revenue over expenses and disbursements$-4,127
Net investment income$8,311
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$299,541$310,500
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$160,567
Investments-corporate bonds$123,131
Investments-mortgage loans$0
Investments-other$0
Other$15,843
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$299,541
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$4,493
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$166
Total credits and payments$244
2012 estimated tax payments and 2011 overpayment credited to 2012$244
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$78
Amount to be credited to 2013 estimated tax$78
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$306,157
Net value of noncharitable-use assets$301,560
Minimum investment return$15,078
Distributable Amount (for 2012)
Distributable amount$14,912
Undistributed Income (for 2012)
Distributable amount for 2012$14,912
Undistributed income for 2012. This amount must be distributed in 2013$7,110
Private Operating Foundations (for 2012)
2012201120102009Total
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
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Bella Henry Trust, Stratevest Group Na Ttee to others? (optional)
  
Add photo of Bella Henry Trust, Stratevest Group Na Ttee (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Recently Added Reviews
Family Promise Of Greater Concord Inc in Concord, NH
*
Concord Female Charitable Society, Bank Of Nh in Concord, NH
*****
Plymouth Area Community Closet in Plymouth, NH
***
Dover Womenaid in Dover, NH
*****
Clf Equestrian Team in New Durham, NH
*
The Area Choir Inc in Newport, NH
*****
Wounded Warriors At 45 North in Pittsburg, NH
Yogacaps Inc in Merrimack, NH
Friends Of The Milton Free Public Library Inc in Milton Mills, NH
****
International Minority Hub in Manchester, NH
*****
Other organizations in New Hampshire
IdNameAddressStateEstablishedTotal Income
1Bedford Land Trust53 Regional Dr Ste 1, Concord, NH 03301-8500NH1992-02$44,078
2Bedford Mens Community ClubPO BOX 10338, Bedford, NH 03110-0338NH2001-10$39,890
3Bedford Parent - Teacher GroupPO BOX 10077, Bedford, NH 03110-0077NH2001-04$70,911
4Bedford Public Library Foundation Of Bedford New Hampshire3 Meetinghouse Rd, Bedford, NH 03110-5406NH1994-04$31,817
5Bedford Soccer League IncPO BOX 10692, Bedford, NH 03110-0692NH1987-02$62,501
6Bedford Youth Performing Co155 Route 101, Bedford, NH 03110-5414NH1998-04$692,439
7Beech Hill-Dublin Lake Watershed AssociationPo Box 322, Dublin, NH 03444NH2006-09$0
8Belknap County Economic Development Council Inc383 S Main St, Laconia, NH 03246-3723NH1992-08$247,153
9Belknap Mill Society Inc25 Beacon St East, Laconia, NH 03246-3445NH1971-02$280,238
10Bell Center For Music & The Arts Inc47 Fourth St, Dover, NH 03820-2931NH1999-11$352,366
11Bella Henry Trust, Stratevest Group Na TteePO BOX 477, Concord, NH 03302-0477NH1996-11$79,548
12Belleau Lake Property Owners Association IncPO BOX 188, E Wakefield, NH 03830-0188NH1981-03$165,912
13Bellwether Community Credit Union425 D W Hwy, Manchester, NH 03104-2632NH1980-05$30,100,674
14Belmont Elderly Housing IncPO BOX 1016, Concord, NH 03302-1016NH1995-02$402,703
15Benetsafe Org3 Village Brook La, Derry, NH 03038NH2008-03$0
16Benevolent & Protective Order Of Elks Of The Usa, 1210 Concord EpsomPO BOX 1012, Epsom, NH 03234-1012NH1951-10$159,999
17Benevolent & Protective Order Of Elks Of The Usa, 1280 Franklin192 Central St, Franklin, NH 03235-1799NH1972-10$711,594
18Benevolent & Protective Order Of Elks Of The Usa, 1393 RochesterPO BOX 1393, Rochester, NH 03866-1393NH1951-10$706,210
19Benevolent & Protective Order Of Elks Of The Usa, 146 Manchester290 Granite St, Manchester, NH 03102-4043NH1972-10$147,927
20Benevolent & Protective Order Of Elks Of The Usa, 1831 LittletonPO BOX 65, Littleton, NH 03561-0065NH1951-10$443,853

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Bella Henry Trust, Stratevest Group Na Ttee and has no official or unofficial affiliation with Bella Henry Trust, Stratevest Group Na Ttee