Arthur A Carey Trust Uw 10 4122 00 7 in East Kingston, 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
Arthur A Carey Trust Uw 10 4122 00 7 | |
Employer Identification Number (EIN) | 046093034 |
Name of Organization | Arthur A Carey Trust Uw 10 4122 00 7 |
In Care of Name | Cambridge Trust Co |
Address | 46 Autumn Ln, East Kingston, NH 03827-2076 |
Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
Ruling Date | 03/1973 |
Foundation | All organizations except 501(c)(3) |
Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
Tax Period | 08/2014 |
Assets | $100,000 to $499,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $339,785 |
Amount of Income | $239,262 |
Form 990 Revenue Amount | $49,890 |
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 | $49,890 | $49,890 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $8,407 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $41,483 | |||
Total expenses and disbursements | $27,923 | $7,577 | $0 | $17,885 |
Compensation of officers, directors, trustees, etc. | $3,124 | |||
Total operating and administrative expenses | $13,611 | $7,577 | $3,573 | |
Contributions, gifts, grants paid | $14,312 | |||
Excess of revenue over expenses and disbursements | $21,967 | |||
Net investment income | $42,313 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $336,613 | $353,659 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $288,811 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $47,802 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $336,613 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $41,483 |
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 | $846 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $1 |
Tax due | $847 |
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? | Yes |
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 | $345,420 |
Net value of noncharitable-use assets | $340,240 |
Minimum investment return | $17,012 |
Distributable Amount (for 2012) | |
Distributable amount | $16,166 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $16,166 |
Undistributed income for 2012. This amount must be distributed in 2013 | $11,343 |
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 | Apple Hill Center For Chamber Music Inc | Apple Hill Rd Box 217, Sullivan, NH 03445 | NH | 1971-11 | $1,048,258 |
2 | Applewood Learning Center Inc | 2 Hampton Dr, Londonderry, NH 03053-3424 | NH | 1991-08 | $724,251 |
3 | Aquinas At Dartmouth Inc | PO BOX 147, Hanover, NH 03755-0147 | NH | 1969-05 | $1,386,028 |
4 | Arbo Ministries | 14 Curtis Rd, Gilford, NH 03249-7864 | NH | 1984-01 | $270,707 |
5 | Arc Of New Hampshire Inc | Co Connor Assoc 41 Brook St, Manchester, NH 03104 | NH | 1959-06 | $381,966 |
6 | Area Agency Of Greater Nashua Inc, Gateways Community Services | Dba Gateways Community Srv 144 Cana, Nashua, NH 03064 | NH | 1984-07 | $38,749,377 |
7 | Area Agency Properties Inc | 144 Canal St, Nashua, NH 03064-2812 | NH | 1991-11 | $370,027 |
8 | Area Homecare & Family Services Inc | 1320 Woodbury Ave, Portsmouth, NH 03801-3222 | NH | 1972-11 | $1,516,532 |
9 | Arlington Pond Protective Association | PO BOX 38, Salem, NH 03079 | NH | 2007-07 | $56,670 |
10 | Arneta L Bartlett 1995 Tr | PO BOX 477, Concord, NH 03302-0477 | NH | 2009-02 | $112,772 |
11 | Arthur A Carey Trust Uw 10 4122 00 7 | 46 Autumn Ln, East Kingston, NH 03827-2076 | NH | 1973-03 | $239,262 |
12 | Arthur H Britton Testamentary Trust | PO BOX 477, Concord, NH 03302-0477 | NH | 1953-09 | $1,237,501 |
13 | Arthur M Heard Trust | 4 New Castle St, Concord, NH 03301-2209 | NH | 1972-04 | $126,023 |
14 | Arthur Mirabile Memorial Scholarship Fud Inc | 160 Lexington Ave, Manchester, NH 03104-2011 | NH | 1996-09 | $5,771 |
15 | Artistic Roots | PO BOX 211, Plymouth, NH 03264-0211 | NH | 2006-07 | $174,996 |
16 | Artists Collaborative Theatre Of New England Act One | PO BOX 3324, E Hampstead, NH 03826-3324 | NH | 1999-05 | $64,589 |
17 | Arts Alliance Of Northern New Hampshire | PO BOX 892, Littleton, NH 03561-0892 | NH | 1989-07 | $167,638 |
18 | Arts Council Of Tamworth | PO BOX 1, Tamworth, NH 03886-0001 | NH | 1975-12 | $47,596 |
19 | Arts In Reach-Encouraging Growth Through The Arts | PO BOX 236, Portsmouth, NH 03802-0236 | NH | 1999-05 | $158,226 |
20 | Arts Rochester Inc | 187 Route 108, Somersworth, NH 03878-1105 | NH | 1985-08 | $146,420 |
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