Arthur M Heard 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
| Arthur M Heard Trust | |
| Employer Identification Number (EIN) | 026004459 |
| Name of Organization | Arthur M Heard Trust |
| In Care of Name | Adam Heard Co-Ttee |
| Address | 4 New Castle St, Concord, NH 03301-2209 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1972 |
| 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 | $322,294 |
| Amount of Income | $126,023 |
| Form 990 Revenue Amount | $23,489 |
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 | $14,249 | $14,249 | $10,053 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $10,053 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $4,196 | |||
| Total expenses and disbursements | $22,120 | $2,958 | $0 | $18,970 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $4,120 | $2,958 | $970 | |
| Contributions, gifts, grants paid | $18,000 | |||
| Excess of revenue over expenses and disbursements | $-7,871 | |||
| Net investment income | $11,291 | |||
| Adjusted net income | $10,053 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $317,591 | $365,309 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $167,128 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $150,463 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $317,591 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $4,196 |
| 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 | $113 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $113 |
| 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 | $367,487 |
| Net value of noncharitable-use assets | $361,980 |
| Minimum investment return | $18,099 |
| Distributable Amount (for 2012) | |
| Distributable amount | $17,986 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $17,986 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $13,111 |
| 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 | Aquinas At Dartmouth Inc | PO BOX 147, Hanover, NH 03755-0147 | NH | 1969-05 | $1,386,028 |
| 2 | Arbo Ministries | 14 Curtis Rd, Gilford, NH 03249-7864 | NH | 1984-01 | $270,707 |
| 3 | Arc Of New Hampshire Inc | Co Connor Assoc 41 Brook St, Manchester, NH 03104 | NH | 1959-06 | $381,966 |
| 4 | Area Agency Of Greater Nashua Inc, Gateways Community Services | Dba Gateways Community Srv 144 Cana, Nashua, NH 03064 | NH | 1984-07 | $38,749,377 |
| 5 | Area Agency Properties Inc | 144 Canal St, Nashua, NH 03064-2812 | NH | 1991-11 | $370,027 |
| 6 | Area Homecare & Family Services Inc | 1320 Woodbury Ave, Portsmouth, NH 03801-3222 | NH | 1972-11 | $1,516,532 |
| 7 | Arlington Pond Protective Association | PO BOX 38, Salem, NH 03079 | NH | 2007-07 | $56,670 |
| 8 | Arneta L Bartlett 1995 Tr | PO BOX 477, Concord, NH 03302-0477 | NH | 2009-02 | $112,772 |
| 9 | Arthur A Carey Trust Uw 10 4122 00 7 | 46 Autumn Ln, East Kingston, NH 03827-2076 | NH | 1973-03 | $239,262 |
| 10 | Arthur H Britton Testamentary Trust | PO BOX 477, Concord, NH 03302-0477 | NH | 1953-09 | $1,237,501 |
| 11 | Arthur M Heard Trust | 4 New Castle St, Concord, NH 03301-2209 | NH | 1972-04 | $126,023 |
| 12 | Arthur Mirabile Memorial Scholarship Fud Inc | 160 Lexington Ave, Manchester, NH 03104-2011 | NH | 1996-09 | $5,771 |
| 13 | Artistic Roots | PO BOX 211, Plymouth, NH 03264-0211 | NH | 2006-07 | $174,996 |
| 14 | Artists Collaborative Theatre Of New England Act One | PO BOX 3324, E Hampstead, NH 03826-3324 | NH | 1999-05 | $64,589 |
| 15 | Arts Alliance Of Northern New Hampshire | PO BOX 892, Littleton, NH 03561-0892 | NH | 1989-07 | $167,638 |
| 16 | Arts Council Of Tamworth | PO BOX 1, Tamworth, NH 03886-0001 | NH | 1975-12 | $47,596 |
| 17 | Arts In Reach-Encouraging Growth Through The Arts | PO BOX 236, Portsmouth, NH 03802-0236 | NH | 1999-05 | $158,226 |
| 18 | Arts Rochester Inc | 187 Route 108, Somersworth, NH 03878-1105 | NH | 1985-08 | $146,420 |
| 19 | Ascent-Leading Multicultural Women To The Top Inc | Tuck Schl Of Business100 Tuck Hall, Hanover, NH 03755 | NH | 2006-03 | $265,883 |
| 20 | Ashuelot Valley Environmental Observatory Inc | Aveo, Westmoreland, NH 03467 | NH | 2003-11 | $95,911 |
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