Kasulke Charitable Remainder Tr Ii in Concord, New Hampshire (NH)

Kasulke Charitable Remainder Tr Ii
Employer Identification Number (EIN)	066520309
Name of Organization	Kasulke Charitable Remainder Tr Ii
In Care of Name	Banknorth
Address	PO BOX 477, Concord, NH 03302-0477
Subsection	Charitable Organization
Ruling Date	07/2003
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
Assets	$1,000,000 to $4,999,999
Income	$1,000,000 to $4,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$4,170,394
Amount of Income	$4,530,407
Form 990 Revenue Amount	$170,529
National Taxonomy of Exempt Entities (NTEE)	Unknown: Unknown

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2012)
Total revenue	$294,519	$294,519	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$158,069
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$0
Other	$136,450
Total expenses and disbursements	$287,434	$55,438	$0	$231,498
Compensation of officers, directors, trustees, etc.	$45,160
Total operating and administrative expenses	$82,802	$55,438		$26,866
Contributions, gifts, grants paid	$204,632
Excess of revenue over expenses and disbursements	$7,085
Net investment income		$239,081
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$4,130,540	$4,823,392
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$2,787,354
Investments-corporate bonds	$1,260,488
Investments-mortgage loans	$0
Investments-other	$0
Other	$82,698
Total liabilities	$1
Mortgages and other notes payable	$0
Other	$1
Total liabilities and net assets/fund balances	$4,130,540

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$136,450
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	$4,782
Total credits and payments	$2,276
2012 estimated tax payments and 2011 overpayment credited to 2012	$2,276
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	$2,506
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?	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	$4,611,476
Net value of noncharitable-use assets	$4,542,300
Minimum investment return	$227,115

Distributable Amount (for 2012)
Distributable amount	$222,333

Undistributed Income (for 2012)
Distributable amount for 2012	$222,333
Undistributed income for 2012. This amount must be distributed in 2013	$195,466

	2012	2011	2010	2009	Total
Private Operating Foundations (for 2012)
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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Id	Name	Address	State	Established	Total Income
Other organizations in New Hampshire
1	Junior Service League Of Concord N H	Po Box 1531, Concord, NH 03301	NH	1960-04	$25,512
2	Ivan W And Bernice K Burnham Educational Foundation	PO BOX 477, Concord, NH 03302-0477	NH	1969-01	$100,274
3	J Kent Perley And Bessie V Perley Fund	PO BOX 477, Concord, NH 03302-0477	NH	1980-09	$583,934
4	Jane E Marsh Irrv Tr U-W	PO BOX 477, Concord, NH 03302-0477	NH	2008-05	$74,790
5	Jay Peak Ski Club Inc	56 W Hollis Rd, Hollis, NH 03049-6406	NH	1986-11	$107,604
6	John J And Florence B Klecka Scholarship Fund	PO BOX 477, Concord, NH 03302-0477	NH	2002-05	$138,218
7	John J Klecka Tr Fbo Et Al	PO BOX 477, Concord, NH 03302-0477	NH	2002-05	$36,737
8	John R & Grace D Hogle Wildlife Sanctuary Tru Ua	PO BOX 477, Concord, NH 03302-0477	NH	1997-06	$52,362
9	John R Wilson Scholarship Tr	PO BOX 477, Concord, NH 03302-0477	NH	1968-04	$64,054
10	John T Theodore Scholarship Fund	PO BOX 477, Concord, NH 03302-0477	NH	1964-04	$9,901
11	Kasulke Charitable Remainder Tr Ii	PO BOX 477, Concord, NH 03302-0477	NH	2003-07	$4,530,407
12	Katharine A Heberton Charitable Tr, Rowley Glen And Td Bank Na Ttee	PO BOX 477, Concord, NH 03302-0477	NH	2003-04	$1,116,086
13	Labrador Retriever Rescue Inc	8 Ridgewood Rd, Plaistow, NH 03865-2347	NH	1994-07	$24,048
14	Kappa Delta Epsilon	9 Webster Ave, Hanover, NH 03755-1704	NH	1995-03	$60,665
15	Kappa Delta Sorority, Alpha Sigma	25 Madbury Rd, Durham, NH 03824-2022	NH		$65,314
16	Kara Catherine Duclos Foundation, Friends Of Kara	38 Oak Hill Rd, Concord, NH 03301-8606	NH	2005-04	$35,066
17	Karens Climb Foundation Inc	PO BOX 7977, Nashua, NH 03060-7977	NH	1990-10	$14,958
18	Kearsarge Area Children Of Hope	PO BOX 336, New London, NH 03257-0336	NH	2001-07	$2,483
19	Kearsarge Area Council On Aging Inc Treasurer	PO BOX 1263, New London, NH 03257-1263	NH	1993-01	$225,106
20	Kearsarge Area Preschool	PO BOX 514, Bradford, NH 03221-0514	NH	2004-10	$33,686

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