William A Morse Fund Trust U-W in Concord, New Hampshire (NH)

William A Morse Fund Trust U-W
Employer Identification Number (EIN)	036004778
Name of Organization	William A Morse Fund Trust U-W
In Care of Name	Td Bank Na Fid Tax Dept
Address	PO BOX 477, Concord, NH 03302-0477
Activities	Gifts or grants to individuals (other than scholarships), Other health services
Subsection	Charitable Organization
Ruling Date	07/1964
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2014
Assets	$100,000 to $499,999
Income	$25,000 to $99,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$288,963
Amount of Income	$73,149
Form 990 Revenue Amount	$16,085

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	$14,096	$13,693	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$7,651
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$403
Other	$6,042
Total expenses and disbursements	$14,315	$3,972	$0	$9,202
Compensation of officers, directors, trustees, etc.	$4,846
Total operating and administrative expenses	$6,920	$3,972		$1,807
Contributions, gifts, grants paid	$7,395
Excess of revenue over expenses and disbursements	$-219
Net investment income		$9,721
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$317,860	$327,626
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$170,522
Investments-corporate bonds	$129,739
Investments-mortgage loans	$0
Investments-other	$0
Other	$17,599
Total liabilities	$1
Mortgages and other notes payable	$0
Other	$1
Total liabilities and net assets/fund balances	$317,860

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$6,042
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	$194
Total credits and payments	$248
2012 estimated tax payments and 2011 overpayment credited to 2012	$248
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	$54
Amount to be credited to 2013 estimated tax	$54

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?	Yes
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	$321,451
Net value of noncharitable-use assets	$316,620
Minimum investment return	$15,831

Distributable Amount (for 2012)
Distributable amount	$15,637

Undistributed Income (for 2012)
Distributable amount for 2012	$15,637
Undistributed income for 2012. This amount must be distributed in 2013	$15,637

	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	Veterans Of Foreign Wars Of The United States, Department Of Nh	PO BOX 267, Kingston, NH 03848-0267	NH	1963-12	$313,931
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3	Victims Inc	PO BOX 455, Rochester, NH 03866-0455	NH	1992-04	$175,766
4	Victory High School	7 Knight Street Suite 3, Jaffrey, NH 03452-6825	NH	2003-11	$124,004
5	Trustees Of Dartmouth College, Dartmouth Club Of Northern New Jersey	6068 Blunt Alumni Center Suite 103, Hanover, NH 03755	NH	1997-10	$0
6	Together We Can Inc	C/O Gary Mccormick 11 Taylor St, North Walpole, NH 03609	NH	2000-03	$71,230
7	United Steelworkers, 00944 Local	222 Meetinghouse Rd, Hinsdale, NH 03451-2025	NH	1940-12	$2,905
8	V Faith Edmunds Trust Ua Dtd 072577 Fbo Kay P Robertson	PO BOX 477, Concord, NH 03302-0477	NH		$28,033
9	Vermont Council On Problem Gambling Inc	68 Warwick Rd Apt 207, Winchester, NH 03470-2830	NH	1996-08	$160,053
10	Village Of Granville Trust U-W E Pember	PO BOX 477, Concord, NH 03302-0477	NH		$29,589
11	William A Morse Fund Trust U-W	PO BOX 477, Concord, NH 03302-0477	NH	1964-07	$73,149
12	William H James 1923 And Glenna James Scholarship Fund	PO BOX 477, Concord, NH 03302-0477	NH	1998-03	$99,210
13	William J Center Irrv Tr Ua	PO BOX 477, Concord, NH 03302-0477	NH	1993-01	$24,271
14	Xenophon C Wheeler Trust	PO BOX 477, Concord, NH 03302-0477	NH	2014-06	$45,447
15	Viola G Manuel Tr 42c081017	PO BOX 477, Concord, NH 03302-0477	NH	1987-05	$343,028
16	Wildcat Mountain Alpine Education Foundation	1189 Union St, Manchester, NH 03104-2034	NH	1996-11	$88,402
17	William Vanderhout Tr Ui	PO BOX 477, Concord, NH 03302-0477	NH	1994-09	$732,861
18	Village Players	PO BOX 770, Wolfeboro, NH 03894-0770	NH	1985-05	$109,327
19	Vintage Grace	12 Peabody Road, Derry, NH 03038-1838	NH	1997-02	$472,197
20	Virtual Learning Academy Charter School, Vlacs	30 Linden St, Exeter, NH 03833-2622	NH	2009-03	$5,861,968

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