J W Robinson Welfare Trust in Gardiner, 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
| J W Robinson Welfare Trust | |
| Employer Identification Number (EIN) | 016009329 |
| Name of Organization | J W Robinson Welfare Trust |
| Address | PO BOX 101, Gardiner, ME 04345-0101 |
| Activities | 4947(a)(2) trust |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 06/1975 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,301,197 |
| Amount of Income | $36,111 |
| Form 990 Revenue Amount | $41,556 |
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 | $37,406 | $115,657 | $35,857 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $37,404 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $64,683 | $2,841 | $0 | $61,842 |
| Compensation of officers, directors, trustees, etc. | $5,600 | |||
| Total operating and administrative expenses | $18,933 | $2,841 | $16,092 | |
| Contributions, gifts, grants paid | $45,750 | |||
| Excess of revenue over expenses and disbursements | $-27,277 | |||
| Net investment income | $112,816 | |||
| Adjusted net income | $35,857 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,259,593 | $1,404,834 |
| Cash - non-interest-bearing | $9,964 | |
| Investments-U.S. and state government obligations | $1,249,629 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,259,593 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $1,128 |
| Total credits and payments | $730 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $730 |
| 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 | $398 |
| 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? | Yes |
| 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 | $1,348,376 |
| Net value of noncharitable-use assets | $1,328,160 |
| Minimum investment return | $66,408 |
| Distributable Amount (for 2012) | |
| Distributable amount | $65,280 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $65,280 |
| 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 | Island Readers And Writers An Initiative For Maine Children | PO BOX 227, Mount Desert, ME 04660-0227 | ME | 2007-06 | $212,527 |
| 2 | Island Rover Foundation | 93 Maquoit Drive, Freeport, ME 04032 | ME | 2001-05 | $0 |
| 3 | Islands Community Medical Services Inc | 15 Medical Center Loop, Vinalhaven, ME 04863-4119 | ME | 1946-10 | $1,590,932 |
| 4 | Islesboro Affordable Property | PO BOX 206, Islesboro, ME 04848-0206 | ME | 1989-09 | $141,920 |
| 5 | Islesboro Community Center | PO BOX 265, Islesboro, ME 04848-0265 | ME | 2002-03 | $560,119 |
| 6 | Islesboro Community Fund | PO BOX 166, Islesboro, ME 04848-0166 | ME | 1951-11 | $107,524 |
| 7 | Islesboro Historical Society | Po Box 301, Islesboro, ME 04848 | ME | 1972-09 | $84,121 |
| 8 | Islesboro Islands Trust, Miller Stephen Ex Dir | PO BOX 182, Islesboro, ME 04848-0182 | ME | 1985-10 | $956,813 |
| 9 | Islesford Boat Works, Not Applicable Not Applicable | Po Box 261, Islesford, ME 04646 | ME | 2007-02 | $0 |
| 10 | Itone-Local 861 Health And Welfare Benefit Tr, Humeniuk Jack Ttee | 460 Commercial St, Portland, ME 04101-4637 | ME | 2000-05 | $33,480 |
| 11 | J W Robinson Welfare Trust | PO BOX 101, Gardiner, ME 04345-0101 | ME | 1975-06 | $36,111 |
| 12 | Jack And Deborah Daw Heffernan Foundation | 16 Waumbeckket Way, Bridgton, ME 04009-4326 | ME | 2001-04 | $60,170 |
| 13 | Jack D & Anita G Smart Family Foundation | 33 Old Kents Hill Rd, Readfield, ME 04355-4133 | ME | 1998-03 | $25,330 |
| 14 | Jackman Housing Corporation | PO BOX 660, Lewiston, ME 04243-0660 | ME | 1973-07 | $88,241 |
| 15 | Jackson Memorial Library | PO BOX 231, Tenants Hbr, ME 04860-0231 | ME | 1982-03 | $534,096 |
| 16 | James And Betty Jacobs Fam Charitable Tr, Jacobs James J Ttee | 300 Houghton Pond Rd, West Bath, ME 04530-6734 | ME | 1997-05 | $1,501 |
| 17 | James E Mcgrath Irrv Tr | PO BOX 656, Bangor, ME 04402-0656 | ME | $152,345 | |
| 18 | Jana Fund | PO BOX 3906, Portland, ME 04104-3906 | ME | 1998-01 | $115,738 |
| 19 | Jane H Russell 2 Fund B | PO BOX 17510, Portland, ME 04112-8510 | ME | 1971-08 | $546,894 |
| 20 | Janus Supportive Living Services Inc | 276 Razorville Rd, Washington, ME 04574-3817 | ME | 2001-12 | $1,145,173 |
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