Xenophon C Wheeler 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
- Other organizations in New Hampshire
| Xenophon C Wheeler Trust | |
| Employer Identification Number (EIN) | 036042384 |
| Name of Organization | Xenophon C Wheeler Trust |
| In Care of Name | Td Bank Na Ttee |
| Address | PO BOX 477, Concord, NH 03302-0477 |
| Subsection | Charitable Organization |
| Ruling Date | 06/2014 |
| 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 | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $165,966 |
| Amount of Income | $45,447 |
| Form 990 Revenue Amount | $9,166 |
| National Taxonomy of Exempt Entities (NTEE) | Unknown: Unknown |
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 | $10,948 | $6,646 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,044 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $4,302 | |||
| Other | $2,602 | |||
| Total expenses and disbursements | $9,698 | $2,145 | $0 | $7,553 |
| Compensation of officers, directors, trustees, etc. | $1,871 | |||
| Total operating and administrative expenses | $3,198 | $2,145 | $1,053 | |
| Contributions, gifts, grants paid | $6,500 | |||
| Excess of revenue over expenses and disbursements | $1,250 | |||
| Net investment income | $4,501 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $170,829 | $177,172 |
| 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 | $159,776 | |
| Other | $11,053 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $170,829 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,602 |
| 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 | $90 |
| Total credits and payments | $56 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $56 |
| 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 | $34 |
| 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 | $173,511 |
| Net value of noncharitable-use assets | $170,900 |
| Minimum investment return | $8,545 |
| Distributable Amount (for 2012) | |
| Distributable amount | $8,455 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $8,455 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $6,356 |
| 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 | Victory High School | 7 Knight Street Suite 3, Jaffrey, NH 03452-6825 | NH | 2003-11 | $124,004 |
| 2 | Trustees Of Dartmouth College, Dartmouth Club Of Northern New Jersey | 6068 Blunt Alumni Center Suite 103, Hanover, NH 03755 | NH | 1997-10 | $0 |
| 3 | Together We Can Inc | C/O Gary Mccormick 11 Taylor St, North Walpole, NH 03609 | NH | 2000-03 | $71,230 |
| 4 | United Steelworkers, 00944 Local | 222 Meetinghouse Rd, Hinsdale, NH 03451-2025 | NH | 1940-12 | $2,905 |
| 5 | V Faith Edmunds Trust Ua Dtd 072577 Fbo Kay P Robertson | PO BOX 477, Concord, NH 03302-0477 | NH | $28,033 | |
| 6 | Vermont Council On Problem Gambling Inc | 68 Warwick Rd Apt 207, Winchester, NH 03470-2830 | NH | 1996-08 | $160,053 |
| 7 | Village Of Granville Trust U-W E Pember | PO BOX 477, Concord, NH 03302-0477 | NH | $29,589 | |
| 8 | William A Morse Fund Trust U-W | PO BOX 477, Concord, NH 03302-0477 | NH | 1964-07 | $73,149 |
| 9 | William H James 1923 And Glenna James Scholarship Fund | PO BOX 477, Concord, NH 03302-0477 | NH | 1998-03 | $99,210 |
| 10 | William J Center Irrv Tr Ua | PO BOX 477, Concord, NH 03302-0477 | NH | 1993-01 | $24,271 |
| 11 | Xenophon C Wheeler Trust | PO BOX 477, Concord, NH 03302-0477 | NH | 2014-06 | $45,447 |
| 12 | Viola G Manuel Tr 42c081017 | PO BOX 477, Concord, NH 03302-0477 | NH | 1987-05 | $343,028 |
| 13 | Wildcat Mountain Alpine Education Foundation | 1189 Union St, Manchester, NH 03104-2034 | NH | 1996-11 | $88,402 |
| 14 | William Vanderhout Tr Ui | PO BOX 477, Concord, NH 03302-0477 | NH | 1994-09 | $732,861 |
| 15 | Village Players | PO BOX 770, Wolfeboro, NH 03894-0770 | NH | 1985-05 | $109,327 |
| 16 | Vintage Grace | 12 Peabody Road, Derry, NH 03038-1838 | NH | 1997-02 | $472,197 |
| 17 | Virtual Learning Academy Charter School, Vlacs | 30 Linden St, Exeter, NH 03833-2622 | NH | 2009-03 | $5,861,968 |
| 18 | Visiting Nurse Home Care & Hospice Of Carroll County | PO BOX 432, North Conway, NH 03860-0432 | NH | 1974-06 | $3,286,397 |
| 19 | Visiting Nurse Association Of Franklin | 75 Chestnut St, Franklin, NH 03235-1306 | NH | 1973-09 | $2,581,026 |
| 20 | Visiting Nurse Association Of Southern New Hampshire Foundation | 670 N Commer Ste 303, Manchester, NH 03101 | NH | 1994-09 | $2,432,974 |
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