Ivan W And Bernice K Burnham Educational Foundation 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
| Ivan W And Bernice K Burnham Educational Foundation | |
| Employer Identification Number (EIN) | 036016085 |
| Name of Organization | Ivan W And Bernice K Burnham Educational Foundation |
| In Care of Name | Banknorth Group Tax Dept |
| Address | PO BOX 477, Concord, NH 03302-0477 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1969 |
| 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 | $327,120 |
| Amount of Income | $100,274 |
| Form 990 Revenue Amount | $16,354 |
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 | $13,118 | $13,118 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $7,996 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $5,122 | |||
| Total expenses and disbursements | $22,415 | $4,291 | $0 | $18,108 |
| Compensation of officers, directors, trustees, etc. | $5,749 | |||
| Total operating and administrative expenses | $6,415 | $4,291 | $2,108 | |
| Contributions, gifts, grants paid | $16,000 | |||
| Excess of revenue over expenses and disbursements | $-9,297 | |||
| Net investment income | $8,827 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $333,546 | $345,770 |
| 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 | $314,145 | |
| Other | $19,401 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $333,546 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $5,122 |
| 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 | $88 |
| Total credits and payments | $252 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $252 |
| 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 | $164 |
| Amount to be credited to 2013 estimated tax | $88 |
| 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 | $343,790 |
| Net value of noncharitable-use assets | $338,640 |
| Minimum investment return | $16,932 |
| Distributable Amount (for 2012) | |
| Distributable amount | $16,844 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $16,844 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $8,430 |
| 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 | Jordans Walk For Wishes And Dash For Dreams | PO BOX 193, Brookline, NH 03033-0193 | NH | 2009-03 | $32,170 |
| 2 | Joseph E Dubois Trust, Normandin Paul L Ttee | 213 Union Ave, Laconia, NH 03246-3104 | NH | 1974-01 | $1,164 |
| 3 | Joshua Tree Christian Youth Ministries | 130 Plantation Rd, Effingham, NH 03882-8406 | NH | 2001-07 | $28,188 |
| 4 | Josiah Bartlett Center For Public Policy, Charles Arlinghaus - Pres Ceo | PO BOX 897, Concord, NH 03302-0897 | NH | 1993-08 | $209,521 |
| 5 | Journeys In Education Inc | 26 Main St, Peterborough, NH 03458-2420 | NH | 2002-01 | $369,917 |
| 6 | Journeys In Education Realty Corp | 26 Main Street, Peterborough, NH 03458 | NH | 2002-01 | $0 |
| 7 | Jumpstart Coalition For Personal Financial Literacy, New Hampshire | 51 Jefferson Dr, Hillsboro, NH 03244-5318 | NH | 2001-02 | $72,594 |
| 8 | Junior Achievement Of New Hampshire Inc | 1131 N Main St, Laconia, NH 03246-2633 | NH | 1994-05 | $267,274 |
| 9 | Junior Golf Courses Of Amercia Inc | 4 Friel Golf Rd, Hudson, NH 03051-5247 | NH | 1993-04 | $21,003 |
| 10 | Junior Service League Of Concord N H | Po Box 1531, Concord, NH 03301 | NH | 1960-04 | $25,512 |
| 11 | Ivan W And Bernice K Burnham Educational Foundation | PO BOX 477, Concord, NH 03302-0477 | NH | 1969-01 | $100,274 |
| 12 | J Kent Perley And Bessie V Perley Fund | PO BOX 477, Concord, NH 03302-0477 | NH | 1980-09 | $583,934 |
| 13 | Jane E Marsh Irrv Tr U-W | PO BOX 477, Concord, NH 03302-0477 | NH | 2008-05 | $74,790 |
| 14 | Jay Peak Ski Club Inc | 56 W Hollis Rd, Hollis, NH 03049-6406 | NH | 1986-11 | $107,604 |
| 15 | John J And Florence B Klecka Scholarship Fund | PO BOX 477, Concord, NH 03302-0477 | NH | 2002-05 | $138,218 |
| 16 | John J Klecka Tr Fbo Et Al | PO BOX 477, Concord, NH 03302-0477 | NH | 2002-05 | $36,737 |
| 17 | John R & Grace D Hogle Wildlife Sanctuary Tru Ua | PO BOX 477, Concord, NH 03302-0477 | NH | 1997-06 | $52,362 |
| 18 | John R Wilson Scholarship Tr | PO BOX 477, Concord, NH 03302-0477 | NH | 1968-04 | $64,054 |
| 19 | John T Theodore Scholarship Fund | PO BOX 477, Concord, NH 03302-0477 | NH | 1964-04 | $9,901 |
| 20 | Kasulke Charitable Remainder Tr Ii | PO BOX 477, Concord, NH 03302-0477 | NH | 2003-07 | $4,530,407 |
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