L B Bowen And Bertha Bowen Permanent Charitable 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
| L B Bowen And Bertha Bowen Permanent Charitable Trust | |
| Employer Identification Number (EIN) | 036065153 |
| Name of Organization | L B Bowen And Bertha Bowen Permanent Charitable Trust |
| In Care of Name | Td Banknorth Tax Dept |
| Address | PO BOX 477, Concord, NH 03302-0477 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 03/1998 |
| 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 | $385,748 |
| Amount of Income | $112,918 |
| Form 990 Revenue Amount | $18,996 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2013: $112,918 (it was $109,269 in 2012)
| L B Bowen And Bertha Bowen Permanent Charitable Trust: | $112,918 |
| Other organizations performing similar types of work: | $120,021 |
Assets in 2013: $385,748 (it was $389,248 in 2012)
| L B Bowen And Bertha Bowen Permanent Charitable Trust: | $385,748 |
| Other organizations performing similar types of work: | $470,342 |
Expenses in 2012: $23,640
| L B Bowen And Bertha Bowen Permanent Charitable Trust: | $23,640 |
| Other organizations performing similar types of work: | $61,754 |
Income to expenses ratio in 2012: 4.8
| This organization: | 4.8 |
| Other organizations performing similar types of work: | 2.0 |
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 | $16,177 | $15,629 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $9,266 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $548 | |||
| Other | $6,363 | |||
| Total expenses and disbursements | $23,640 | $4,515 | $0 | $19,125 |
| Compensation of officers, directors, trustees, etc. | $6,068 | |||
| Total operating and administrative expenses | $6,730 | $4,515 | $2,215 | |
| Contributions, gifts, grants paid | $16,910 | |||
| Excess of revenue over expenses and disbursements | $-7,463 | |||
| Net investment income | $11,114 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $389,248 | $403,755 |
| 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 | $365,543 | |
| Other | $23,705 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $389,248 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $6,363 |
| 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 | $222 |
| Total credits and payments | $296 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $296 |
| 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 | $74 |
| Amount to be credited to 2013 estimated tax | $74 |
| 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 | $397,839 |
| Net value of noncharitable-use assets | $391,880 |
| Minimum investment return | $19,594 |
| Distributable Amount (for 2012) | |
| Distributable amount | $19,372 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $19,372 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $2,561 |
| 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 | S & G Foundation | PO BOX 860, Saratoga Spgs, NY 12866-0860 | NY | 1998-01 | $316,260,515 |
| 2 | The Walsh Foundation | 190 S Lasalle St Ste 1700, Chicago, IL 60603-3496 | IL | 1995-06 | $46,605,330 |
| 3 | Tasajillo Charitable Trust, Wyatt O S Jr Ttee | PO BOX 56223, Houston, TX 77256-6223 | TX | 1997-06 | $40,568,060 |
| 4 | Stuller Family Foundation | 1213 Terrace Hwy, Broussard, LA 70518-7643 | LA | 1995-04 | $34,623,905 |
| 5 | Phillip S Miller Foundation | PO BOX 3168, Portland, OR 97208-3168 | OR | 1996-09 | $32,166,827 |
| 6 | Taishoff Family Foundation Tr | 4085 Tamiami Trl N Ste B104, Naples, FL 34103-3724 | FL | 1996-01 | $30,254,004 |
| 7 | Zs & M Wilf Foundation Inc | 200 Central Avenue, Mountainside, NJ 07092-1926 | NJ | 1998-06 | $23,767,898 |
| 8 | Renate Hans And Maria Hofmann Trust C/O Robert S Warshaw | 10 S Dearborn Il10111, Chicago, IL 60603-2300 | IL | 1997-07 | $20,790,768 |
| 9 | Saint Stephens Of Kansas Charitable Tr, Romain William R Ttee | 120 W Kansas Ave Ste B, Mcpherson, KS 67460-4756 | KS | 1997-08 | $17,757,802 |
| 10 | Daniel K Thorne Foundation Inc | PO BOX 308, Georges Mills, NH 03751-0308 | NH | 1997-06 | $4,551,951 |
| 11 | Tillotson North Country Foundation Inc | 111 Munn Rd, Colebrook, NH 03576-3547 | NH | 1998-04 | $250,235 |
| 12 | Martin Salomon Morton And Gustel Schreiber Morton Foundation | PO BOX 245, New London, NH 03257-0245 | NH | 1998-04 | $144,023 |
| 13 | L B Bowen And Bertha Bowen Permanent Charitable Trust | PO BOX 477, Concord, NH 03302-0477 | NH | 1998-03 | $112,918 |
| 14 | Little Oak Hill Foundation | 6 Goodfellow Hill Road, Hanover, NH 03755 | NH | 1997-12 | $61,217 |
| 15 | Ruth & Louis Baker Family Foundation | C/O L Hunter - 86b Steele Road, Peterborough, NH 03458 | NH | 1996-01 | $32,211 |
| 16 | Carye Family Charitable Foundation Tr, Carye Raymond & Barbara Carye Ttee | PO BOX 7327, Gilford, NH 03247-7327 | NH | 1998-07 | $7,500 |
| 17 | Earl Durkee Family Scholarship | PO BOX 477, Concord, NH 03302-0477 | NH | 1996-08 | $4,930 |
| 18 | Corky And Carl Foundation Inc | 1 Ashwood Ct, Atkinson, NH 03811-2722 | NH | 1998-04 | $349 |
| 19 | Timothy Grogan Charitable Foundation | 51 Falcone Cir, Hampton, NH 03842-1156 | NH | 1998-12 | $5 |
| 20 | Community Clock And Steeple Lighting Trust Fund | 7 Webster Place, Penacook, NH 03303 | NH | 1996-06 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 2,744 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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