Plant Memorial Home in Bath, 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
| Plant Memorial Home | |
| Employer Identification Number (EIN) | 010131950 |
| Name of Organization | Plant Memorial Home |
| Address | 1 Washington St, Bath, ME 04530-1634 |
| Activities | Housing for the aged (see also 153) |
| Subsection | Charitable Organization |
| Ruling Date | 02/1972 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation exempt from paying excise taxes on investment income |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $4,461,497 |
| Amount of Income | $3,421,985 |
| Form 990 Revenue Amount | $240,911 |
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 | $374,844 | $312,764 | $312,764 | |
| Contributions, gifts, grants, etc., received | $62,080 | |||
| Interest on savings and temporary cash investments | $897 | |||
| Dividends and interest from securities | $112,994 | |||
| Gross rents | $97,454 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $101,419 | |||
| Total expenses and disbursements | $520,648 | $105,426 | $225,850 | $294,798 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $244,729 | $105,426 | $18,879 | |
| Contributions, gifts, grants paid | $275,919 | |||
| Excess of revenue over expenses and disbursements | $-145,804 | |||
| Net investment income | $207,338 | |||
| Adjusted net income | $86,914 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,500,326 | $4,500,326 |
| Cash - non-interest-bearing | $190,886 | |
| Investments-U.S. and state government obligations | $75,270 | |
| Investments-corporate stock | $2,475,572 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $211,865 | |
| Other | $1,546,733 | |
| Total liabilities | $72,233 | |
| Mortgages and other notes payable | $59,902 | |
| Other | $12,331 | |
| Total liabilities and net assets/fund balances | $4,428,093 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $101,419 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | Yes |
| 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 | $2,980,123 |
| Net value of noncharitable-use assets | $2,935,420 |
| Minimum investment return | $146,771 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | $86,914 | $0 | $0 | $11,738 | $98,652 |
| Qualifying distributions made directly for active conduct of exempt activities | $294,798 | $318,369 | $384,216 | $526,193 | $1,523,576 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $97,847 | $104,977 | $113,954 | $116,087 | $432,865 |
| 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 |
Davenport Trust Fund in Bath, 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 | Pinewood Manor Inc | PO BOX 7354, Ocean Park, ME 04063-7354 | ME | 1979-06 | $616,205 |
| 2 | Piscataquis County Economic Development Council | 50 Mayo St, Dovr Foxcroft, ME 04426-1231 | ME | 1999-12 | $327,732 |
| 3 | Piscataquis Regional Ymca | 48 Park St, Dovr Foxcroft, ME 04426-1000 | ME | 1986-08 | $624,882 |
| 4 | Piscataquis Valley Fair Association Inc | PO BOX 197, Dovr Foxcroft, ME 04426-0197 | ME | 1973-12 | $149,389 |
| 5 | Pittston Fair | PO BOX 351, Gardiner, ME 04345-0351 | ME | 1997-07 | $154,363 |
| 6 | Oxford Hills Scholarship Foundation | 1570 Main St Ste 11, Oxford, ME 04270-3390 | ME | 1999-05 | $2,356,399 |
| 7 | Organic Seed Growers And Trade Association | Po Box 362, Washington, ME 04574 | ME | 2009-03 | $17,665 |
| 8 | Protein Foundation | 10 Moulton St, Portland, ME 04101-5039 | ME | 1981-10 | $425,078 |
| 9 | Prospectors Ski Club Inc | PO BOX 653, Camden, ME 04843-0653 | ME | 1951-06 | $61,808 |
| 10 | Planet Dog Foundation | 85 Bradley Dr, Westbrook, ME 04092-2013 | ME | 2001-01 | $179,158 |
| 11 | Plant Memorial Home | 1 Washington St, Bath, ME 04530-1634 | ME | 1972-02 | $3,421,985 |
| 12 | Platform Shoes Forum | PO BOX 1222, Rockland, ME 04841-1222 | ME | 2004-03 | $35,096 |
| 13 | Pleasant Lake Parker Pond Association | 983 Meadow Rd, Casco, ME 04015-3036 | ME | 2003-11 | $21,515 |
| 14 | Pleasant River Ambulance Service | 183 Us Highway 1, Columbia, ME 04623-3103 | ME | 2002-03 | $361,758 |
| 15 | Pleasant River Wildlife Foundation | PO BOX 154, Addison, ME 04606-0154 | ME | 1999-04 | $565,930 |
| 16 | Pleasant Street Housing Inc | 106 Gilman St, Portland, ME 04102-3034 | ME | 1987-08 | $229,837 |
| 17 | Plummer Memorial Hospital | 11 Main St, Dexter, ME 04930-1374 | ME | 1949-04 | $171,991 |
| 18 | Poland Education Foundation Inc | PO BOX 94, Poland, ME 04274-0094 | ME | 1995-07 | $0 |
| 19 | Poland Spring Academy Inc | PO BOX 217, Poland, ME 04274-0217 | ME | 1999-12 | $160,647 |
| 20 | Poland Spring Health Institute Inc | 16 Woodberry Ln, Poland, ME 04274-6162 | ME | 1982-01 | $18,024 |
Organization representatives - add corrected or new information about Plant Memorial Home »
Non-representatives - add comments about Plant Memorial Home»