Henderson Charitable Trust in Ellsworth, Maine (ME)
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 Maine
| Henderson Charitable Trust | |
| Employer Identification Number (EIN) | 010511685 |
| Name of Organization | Henderson Charitable Trust |
| In Care of Name | Bar Harbor Trust Services |
| Address | PO BOX 1100, Ellsworth, ME 04605-1100 |
| Subsection | Charitable Organization |
| Ruling Date | 02/1997 |
| 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 | $403,274 |
| Amount of Income | $412,463 |
| Form 990 Revenue Amount | $43,317 |
Non-representatives - add comments:
Expenses 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 | $-3,332 | $7,810 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $7,810 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $28,531 | $2,552 | $0 | $25,785 |
| Compensation of officers, directors, trustees, etc. | $4,401 | |||
| Total operating and administrative expenses | $5,122 | $2,552 | $2,376 | |
| Contributions, gifts, grants paid | $23,409 | |||
| Excess of revenue over expenses and disbursements | $-31,863 | |||
| Net investment income | $5,258 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $423,500 | $443,883 |
| 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 | $423,500 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $423,500 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-11,142 |
| 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 | $53 |
| Total credits and payments | $408 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $408 |
| 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 | $355 |
| Amount to be credited to 2013 estimated tax | $56 |
| 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 | $438,092 |
| Net value of noncharitable-use assets | $431,520 |
| Minimum investment return | $21,576 |
| Distributable Amount (for 2012) | |
| Distributable amount | $21,523 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $21,523 |
| 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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| Other organizations in Maine | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Healthy Island Project | 43 School St, Stonington, ME 04681 | ME | 2004-02 | $34,038 |
| 2 | Healthy Kids A Family Resource Network | PO BOX 689, Damariscotta, ME 04543-0689 | ME | 1986-09 | $134,501 |
| 3 | Hear Me Now Inc, Adop | PO BOX 896, Portland, ME 04104-0896 | ME | 1999-04 | $389,655 |
| 4 | Heart Of Biddeford | 205 Main St Ste 103, Biddeford, ME 04005-2440 | ME | 2004-09 | $110,067 |
| 5 | Heart Of Maine Rescource Conservation And Development Inc | 1423 Broadway Ste 2, Bangor, ME 04401-2468 | ME | 1993-08 | $46,933 |
| 6 | Heartwood College Of Art Inc | 2 Main Street Bldg 17, Biddeford, ME 04005-2041 | ME | 1984-04 | $142,389 |
| 7 | Heartwood Regional Theater Company | PO BOX 1115, Damariscotta, ME 04543-1115 | ME | 2003-12 | $226,683 |
| 8 | Hebron Water Company | PO BOX 85, Hebron, ME 04238-0085 | ME | $127,658 | |
| 9 | Help-Me Foundation | 187 Sunset Cross Rd, Deer Isle, ME 04627 | ME | 2012-11 | $335 |
| 10 | Helping Hands For Children And Families | PO BOX 1116, Presque Isle, ME 04769-1116 | ME | 1991-05 | $136,085 |
| 11 | Henderson Charitable Trust | PO BOX 1100, Ellsworth, ME 04605-1100 | ME | 1997-02 | $412,463 |
| 12 | Henley Foundation Tr, Beane Frank E Jr & Andrea R Ttees | PO BOX 479, Rockport, ME 04856-0479 | ME | 1998-03 | $47,510 |
| 13 | Henry D Moore Parish House And Library | PO BOX 127, Steuben, ME 04680-0127 | ME | 1997-09 | $73,678 |
| 14 | Henry Parsons Trust | 46 Parsons Beach Rd, Kennebunk, ME 04043-7433 | ME | 2000-05 | $346,641 |
| 15 | Heritage Court Inc | PO BOX 660, Lewiston, ME 04243-0660 | ME | 1978-09 | $350,096 |
| 16 | Heritage Vivant-Living Heritage | PO BOX 165, Van Buren, ME 04785-0165 | ME | 1975-12 | $81,695 |
| 17 | Hermon Elderly Project | 4 Union St Ste 9, Bangor, ME 04401-6457 | ME | 1983-05 | $195,110 |
| 18 | Hermon Skeet Club | PO BOX 6227, Bangor, ME 04402-6227 | ME | 1969-04 | $47,942 |
| 19 | Hermon Volunteer Rescue & First Aid Squad Inc | PO BOX 6064, Bangor, ME 04402-6064 | ME | 1970-02 | $292,835 |
| 20 | Herne School | 117 Woodbridge Rd, York, ME 03909-1421 | ME | 2004-02 | $179,291 |
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