E Dante Bogni Trust 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
- Organizations performing similar types of work
| E Dante Bogni Trust | |
| Employer Identification Number (EIN) | 036044565 |
| Name of Organization | E Dante Bogni Trust |
| In Care of Name | Td Bank Na Ttee Fiduciary Tx Dept |
| Address | PO BOX 477, Concord, NH 03302-0477 |
| Activities | Scholarships (other) |
| Subsection | Educational Organization, Charitable Organization |
| Ruling Date | 07/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $861,649 |
| Amount of Income | $164,206 |
| Form 990 Revenue Amount | $59,543 |
| National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards |
Non-representatives - add comments:
Amount of income in 2014: $164,206 (it was $188,974 in 2012)
| This organization: | $164,206 |
| Other organizations performing similar types of work: | $72,336 |
Assets in 2014: $861,649 (it was $799,700 in 2012)
| E Dante Bogni Trust: | $861,649 |
| Other organizations performing similar types of work: | $239,394 |
Expenses in 2012: $62,048
| E Dante Bogni Trust: | $62,048 |
| Other organizations performing similar types of work: | $40,888 |
Income to expenses ratio in 2012: 2.6
| E Dante Bogni Trust: | 2.6 |
| Other organizations performing similar types of work: | 1.4 |
Grants share in income in 2012: 0.0%
| E Dante Bogni Trust: | 0.0% |
| Other organizations performing similar types of work: | 0.1% |
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 | $27,408 | $27,408 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $23,854 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $3,554 | |||
| Total expenses and disbursements | $62,048 | $12,190 | $0 | $48,750 |
| Compensation of officers, directors, trustees, etc. | $11,433 | |||
| Total operating and administrative expenses | $13,298 | $12,190 | $0 | |
| Contributions, gifts, grants paid | $48,750 | |||
| Excess of revenue over expenses and disbursements | $-34,640 | |||
| Net investment income | $15,218 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $799,700 | $870,309 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $402,297 | |
| Investments-corporate bonds | $363,010 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $34,393 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $799,700 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $3,554 |
| 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 | $152 |
| Total credits and payments | $944 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $944 |
| 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 | $792 |
| Amount to be credited to 2013 estimated tax | $152 |
| 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 | $869,170 |
| Net value of noncharitable-use assets | $856,140 |
| Minimum investment return | $42,807 |
| Distributable Amount (for 2012) | |
| Distributable amount | $42,655 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $42,655 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $9,396 |
| 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 | Sylvester H Reed Memorial Trust | PO BOX 1111, Pflugerville, TX 78691-1111 | TX | 1998-01 | $1,242,927 |
| 2 | Terry Foundation | 3104 Edloe, Houston, TX 77027-6098 | TX | 1997-07 | $305,792,014 |
| 3 | Louis L Borick Foundation | 2707 Kipling St, Houston, TX 77098-1214 | TX | 1997-07 | $86,100,330 |
| 4 | Wichita Center For Graduate Medical Education Inc | 1010 N Kansas St, Wichita, KS 67214-3124 | KS | 1990-08 | $23,498,748 |
| 5 | Thurgood Marshall College Fund Inc | 901 F St Nw Ste 300, Washington, DC 20004-1481 | DC | 1993-12 | $20,267,823 |
| 6 | Somerset Community Services Inc | PO BOX 18, Marion, MD 21838-0018 | MD | 1995-01 | $12,507,370 |
| 7 | Sigma Chi Foundation | 1714 Hinman Ave, Evanston, IL 60201-4517 | IL | 1941-04 | $11,127,580 |
| 8 | Supreme Council Education And Charity Fund | 33 Marrett Rd, Lexington, MA 02421-5703 | MA | 1955-12 | $10,306,163 |
| 9 | E Dante Bogni Trust | PO BOX 477, Concord, NH 03302-0477 | NH | 1998-07 | $164,206 |
| 10 | Olive Keffer Tr Uw Smith College | PO BOX 477, Concord, NH 03302-0477 | NH | 1996-05 | $136,325 |
| 11 | Goulder Family Foundation | 97 Ridge Rd, Hollis, NH 03049 | NH | 1967-02 | $107,839 |
| 12 | 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 |
| 13 | Isabel R Blodgett Memorial Fund | PO BOX 477, Concord, NH 03302-0477 | NH | 1995-04 | $23,154 |
| 14 | The@laurence C And Elizabeth Campbell Scholarship Fund | PO BOX 477, Concord, NH 03302-0477 | NH | 1998-01 | $21,990 |
| 15 | Michael & Zarisa Ziter Memorial Tr | PO BOX 477, Concord, NH 03302-0477 | NH | 1997-05 | $17,174 |
| 16 | Parkland Medical Center Nursing Memorial Scholarship Fund | 11 King Edward Dr, Londonderry, NH 03053-2843 | NH | 1995-09 | $2,313 |
| 17 | Greater Claremont Chamber Of Commerce Scholarship Fund | 24 Opera House Sq Ste 100, Claremont, NH 03743-5408 | NH | 1996-09 | $18 |
| 18 | David Coleman Firearms Freedom Foundation | 30 Doe Run Ln, Stratham, NH 03885-2306 | NH | 1996-03 | $0 |
| 19 | New Hampshire Partners Of The Americas | 110 Durham Point Rd, Durham, NH 03824-3126 | NH | 1997-05 | $0 |
| 20 | Thomas M Driscoll Memorial Scholarship Fund | 19 Budron Ave, Salem, NH 03079 | NH | 1990-05 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 3,412 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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