Marion Mckenney & Emery W Booker in Brunswick, 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
| Marion Mckenney & Emery W Booker | |
| Employer Identification Number (EIN) | 016070365 |
| Name of Organization | Marion Mckenney & Emery W Booker |
| In Care of Name | Brian M Perkins |
| Address | 163 Park Row, Brunswick, ME 04011-2006 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | Charitable Organization |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 08/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,696,113 |
| Amount of Income | $974,910 |
| Form 990 Revenue Amount | $216,333 |
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 | $236,746 | $245,290 | $147,600 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $33,823 | |||
| Dividends and interest from securities | $113,777 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-8,544 | |||
| Other | $97,690 | |||
| Total expenses and disbursements | $228,888 | $33,786 | $33,786 | $228,888 |
| Compensation of officers, directors, trustees, etc. | $10,800 | |||
| Total operating and administrative expenses | $38,016 | $33,786 | $38,016 | |
| Contributions, gifts, grants paid | $190,872 | |||
| Excess of revenue over expenses and disbursements | $7,858 | |||
| Net investment income | $211,504 | |||
| Adjusted net income | $113,814 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,333,584 | $4,665,662 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,762,546 | |
| Investments-corporate bonds | $294,757 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $276,281 | |
| Total liabilities | $1,229 | |
| Mortgages and other notes payable | $0 | |
| Other | $1,229 | |
| Total liabilities and net assets/fund balances | $3,332,355 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $97,690 |
| 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 | $4,230 |
| Total credits and payments | $3,001 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,001 |
| 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 | $10 |
| Tax due | $1,239 |
| 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 | $4,582,608 |
| Net value of noncharitable-use assets | $4,513,860 |
| Minimum investment return | $225,693 |
| Distributable Amount (for 2012) | |
| Distributable amount | $221,463 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $221,463 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Santa Claus Fund in Brunswick, ME
 |
|
Sanctuary At Maple Hill Farms Inc in Auburn, ME
|
Waterboro Land Trust Inc in North Waterboro, ME
 |
| Interpreter Services For The Deaf Inc in Cambridge, ME |
| Ashland Area Cross Country Ski Club in Ashland, ME |
Honoring Of The Elders in Sanford, ME
 |
|
Legacy Inc in Hampden, ME
|
| Andover Educational Fund Inc in Andover, ME |
|
Curran Homestead in Orrington, ME
|
|
Dirigo Search And Rescue Association in Orono, ME
|
| Other organizations in Maine | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Maine Metro F C | 20 Crestwood Dr, Westbrook, ME 04092-4652 | ME | 2009-09 | $286,865 |
| 2 | Maine Pellet Fuels Association | 97a Exchange St Ste 305, Portland, ME 04101 | ME | 2010-05 | $0 |
| 3 | Maine Pro Musica | PO BOX 883, Rockport, ME 04856-0883 | ME | 2009-09 | $49,625 |
| 4 | Maine Red Claws Foundation | 413 Congress Street, Portland, ME 04101 | ME | 2011-02 | $38,682 |
| 5 | Maine School Of Masonry | 637 Rangeley Rd, Avon, ME 04966-3108 | ME | 2009-09 | $44,572 |
| 6 | Maine State Teacher Of The Year Association, Main State Teacher Of The Year Assc | 9 Turkey Ln, Winthrop, ME 04364-4131 | ME | 1997-04 | $10 |
| 7 | Maine Table Tennis League | 61 Mcnamara St, Lewiston, ME 04240 | ME | 2005-03 | $0 |
| 8 | Maineline | PO BOX 532, Kennebunk, ME 04043-0532 | ME | 2010-08 | $61,958 |
| 9 | Manchester Historical Society | PO BOX 121, Manchester, ME 04351-0121 | ME | 2011-02 | $1,251 |
| 10 | Marginal Way Preservation Fund | PO BOX 1455, Ogunquit, ME 03907-1455 | ME | 2011-02 | $331,794 |
| 11 | Marion Mckenney & Emery W Booker | 163 Park Row, Brunswick, ME 04011-2006 | ME | $974,910 | |
| 12 | Marshwood Education Foundation | Po Box 582, South Berwick, ME 03908 | ME | 2009-09 | $0 |
| 13 | Mayo Street Arts | 10 Mayo St, Portland, ME 04101-3110 | ME | 2010-05 | $404,221 |
| 14 | Medomak Valley All Sports Boosters | 320 Manktown Rd, Waldoboro, ME 04572 | ME | 2010-04 | $52,377 |
| 15 | Merrymeeting Bay Tr, Weiss Sandra W & David B Co Ttee | PO BOX 662, Bath, ME 04530-0662 | ME | $443,003 | |
| 16 | Midtown Athletic Club | 45 Walnut Street, Lewiston, ME 04240-7335 | ME | 1983-05 | $313,509 |
| 17 | Moosehead Lake Fisheries Coalition | PO BOX 100, Rockwood, ME 04478-0100 | ME | 1997-01 | $21,550 |
| 18 | Narraguagus Child Development Assoc | PO BOX 131, Cherryfield, ME 04622-0131 | ME | 1971-10 | $42,605 |
| 19 | Narraguagus Snowmobile Club | Po Box 86, Milbridge, ME 04658-0086 | ME | 2009-07 | $47,702 |
| 20 | The Society Of St Vincent De Paul Immaculate Conception Conference, 1045 Immaculate Conception Cnfr | 307 Congress St, Portland, ME 04101-3638 | ME | 2007-02 | $57,048 |
Organization representatives - add corrected or new information about Marion Mckenney & Emery W Booker »
Non-representatives - add comments about Marion Mckenney & Emery W Booker»