Raymond Huntley Fbo Velma Huntley Trust, Stratevest Group 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
| Raymond Huntley Fbo Velma Huntley Trust, Stratevest Group | |
| Employer Identification Number (EIN) | 036046178 |
| Name of Organization | Raymond Huntley Fbo Velma Huntley Trust |
| Secondary Name | Stratevest Group |
| In Care of Name | Td Banknorth Wealth Mgt Grp |
| Address | PO BOX 477, Concord, NH 03302-0477 |
| Subsection | Charitable Organization |
| Ruling Date | 06/2008 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| 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 | $393,117 |
| Amount of Income | $107,977 |
| Form 990 Revenue Amount | $21,007 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Single Organization Support |
Non-representatives - add comments:
Amount of income in 2013: $107,977 (it was $100,195 in 2012)
| Raymond Huntley Fbo Velma Huntley Trust, Stratevest Group: | $107,977 |
| Other organizations performing similar types of work: | $147,540 |
Assets in 2013: $393,117 (it was $402,822 in 2012)
| This organization: | $393,117 |
| Other organizations performing similar types of work: | $421,265 |
Expenses in 2012: $26,823
| Raymond Huntley Fbo Velma Huntley Trust, Stratevest Group: | $26,823 |
| Other organizations performing similar types of work: | $65,955 |
Income to expenses ratio in 2012: 4.0
| This organization: | 4.0 |
| Other organizations performing similar types of work: | 12.1 |
Grants share in income in 2012: 0.0%
| Raymond Huntley Fbo Velma Huntley Trust, Stratevest Group: | 0.0% |
| Other organizations performing similar types of work: | 100.0% |
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 | $16,775 | $16,119 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $9,701 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $656 | |||
| Other | $6,418 | |||
| Total expenses and disbursements | $26,823 | $4,579 | $0 | $22,243 |
| Compensation of officers, directors, trustees, etc. | $6,122 | |||
| Total operating and administrative expenses | $6,823 | $4,579 | $2,243 | |
| Contributions, gifts, grants paid | $20,000 | |||
| Excess of revenue over expenses and disbursements | $-10,048 | |||
| Net investment income | $11,540 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $402,822 | $416,955 |
| 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 | $382,706 | |
| Other | $20,116 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $402,822 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $6,418 |
| 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 | $231 |
| Total credits and payments | $328 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $328 |
| 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 | $97 |
| Amount to be credited to 2013 estimated tax | $97 |
| 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 | $412,015 |
| Net value of noncharitable-use assets | $405,840 |
| Minimum investment return | $20,292 |
| Distributable Amount (for 2012) | |
| Distributable amount | $20,061 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $20,061 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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 | United States Fund For Unicef In Kind Assistance Corporation | 125 Maiden Lane, New York, NY 10038-4912 | NY | 2005-11 | $155,471,904 |
| 2 | Tigers Unlimited Foundation | PO BOX 351, Auburn, AL 36831-0351 | AL | 2004-02 | $45,768,295 |
| 3 | The American University Of Greece | 10 Liberty Square, Boston, MA 02109-5801 | MA | 1995-11 | $102,912,764 |
| 4 | Highland Kansas City Foundation Inc | 300 Crescent Ct Ste 700, Dallas, TX 75201-7849 | TX | 2013-03 | $22,883,319 |
| 5 | Strategic Investment Fund For La Raza Inc | 1126 16th Street Nw, Washington, DC 20036-4804 | DC | 2001-02 | $22,320,458 |
| 6 | Gray Family Foundation | 1221 Sw Yamhill St Ste 100, Portland, OR 97205-2108 | OR | 2012-04 | $21,432,502 |
| 7 | Campus Facilities Improvement Association | 4 Embarcadero Ctr Fl 17, San Francisco, CA 94111-4158 | CA | 2008-12 | $18,407,151 |
| 8 | Zuckerman Community Outreach Foundation | 2250 E Broadway Blvd, Tucson, AZ 85719-6014 | AZ | 2007-01 | $15,707,862 |
| 9 | Window Ledge Foundation | 800 N Shoreline, Corpus Christi, TX 78401-3700 | TX | 2000-07 | $10,422,786 |
| 10 | The Burkitt Foundation | PO BOX 272, El Paso, TX 79943-0272 | TX | 1999-03 | $9,113,094 |
| 11 | Bread Inc | 1525 7th St Nw, Washington, DC 20001-3201 | DC | 2008-12 | $8,051,813 |
| 12 | Self Enhancement Foundation | 3920 N Kerby Ave, Portland, OR 97227-1255 | OR | 2002-03 | $6,198,647 |
| 13 | Bradford Charitable Foundation | 1370 Washington Pike, Bridgeville, PA 15017-2862 | PA | 2013-04 | $5,175,100 |
| 14 | Sauder Stewardship Foundation Inc | 1110 N Main St, Goshen, IN 46528-2638 | IN | 1998-10 | $5,027,323 |
| 15 | Speare Memorial At Boulder Point | 16 Hospital Rd, Plymouth, NH 03264-1126 | NH | 2010-08 | $717,759 |
| 16 | Raymond Huntley Fbo Velma Huntley Trust, Stratevest Group | PO BOX 477, Concord, NH 03302-0477 | NH | 2008-06 | $107,977 |
| 17 | Weeks Medical Center Auxiliary | 173 Middle St, Lancaster, NH 03584-3508 | NH | 1999-08 | $57,096 |
| 18 | 319 Vaughn Street Center Llc, Danielle Kravetz Smida Sole Mbr | PO BOX 21948, Portsmouth, NH 03802-1948 | NH | 2014-10 | $0 |
| 19 | Friends Of Cook Memorial Library | 93 Main St, Tamworth, NH 03886 | NH | 2000-03 | $0 |
| 20 | Windham Ladies Fire Auxiliary | PO BOX 760, Windham, NH 03087-0760 | NH | 1999-08 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 1,310 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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