Ralph Getchell Smith Memorial Fund in Portland, 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
| Ralph Getchell Smith Memorial Fund | |
| Employer Identification Number (EIN) | 010387329 |
| Name of Organization | Ralph Getchell Smith Memorial Fund |
| In Care of Name | Acadia Trust N A |
| Address | 5 Milk St 1 St Fl, Portland, ME 04101 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 03/1985 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $13,003 |
| Amount of Income | $2,246 |
| Form 990 Revenue Amount | $447 |
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 | $2,379 | $2,379 | $466 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $168 | |||
| Dividends and interest from securities | $298 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,913 | |||
| Total expenses and disbursements | $1,939 | $274 | $274 | $1,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $939 | $274 | $0 | |
| Contributions, gifts, grants paid | $1,000 | |||
| Excess of revenue over expenses and disbursements | $440 | |||
| Net investment income | $2,105 | |||
| Adjusted net income | $192 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $13,624 | $13,904 |
| Cash - non-interest-bearing | $527 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $7,400 | |
| Investments-corporate bonds | $5,697 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $13,624 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,913 |
| 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 | $21 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $21 |
| 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? | Yes |
| 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 | $14,356 |
| Net value of noncharitable-use assets | $14,140 |
| Minimum investment return | $707 |
| Distributable Amount (for 2012) | |
| Distributable amount | $686 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $686 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $431 |
| 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 | Quaker Ridge Meeting House Fund Church Upkeep Fund | Po Box 585, Casco, ME 04015 | ME | 2000-12 | $0 |
| 2 | Maine Quality Counts | 16 Association Drive, Manchester, ME 04351 | ME | 2008-04 | $3,551,558 |
| 3 | Quarry Hill | 4 White St, Rockland, ME 04841-2953 | ME | 1939-07 | $10,592,330 |
| 4 | Quimby Family Foundation | PO BOX 148, Portland, ME 04112-0148 | ME | 2004-08 | $11,956,499 |
| 5 | Quoddy Tides Foundation, Tides Institute | 43 Water St, Eastport, ME 04631-1532 | ME | 1976-01 | $414,019 |
| 6 | R & P Food Pantry | PO BOX 148, Norridgewock, ME 04957-0148 | ME | 1996-12 | $8,366 |
| 7 | Rafts Inc | 47 Wood St, Lewiston, ME 04240-6844 | ME | 1984-03 | $1,556,182 |
| 8 | Ragged Mountain Recreation Area Foundation | 5 Spring Mountain Dr, Rockport, ME 04856-5349 | ME | 1992-03 | $1,413,183 |
| 9 | Rainbow Business & Professional Assoc | PO BOX 11148, Portland, ME 04104-7148 | ME | 2000-12 | $22,215 |
| 10 | Raitt Homestead Farm Museum | 2077 State Rd, Eliot, ME 03903-3126 | ME | 1999-05 | $63,751 |
| 11 | Ralph Getchell Smith Memorial Fund | 5 Milk St 1 St Fl, Portland, ME 04101 | ME | 1985-03 | $2,246 |
| 12 | Rangeley Friends Of The Performing Arts Inc | 2493 Main St, Rangeley, ME 04970 | ME | 1983-06 | $560,900 |
| 13 | Rangeley Housing Development Corporation | PO BOX 2506, Augusta, ME 04338-2506 | ME | 1980-05 | $393,517 |
| 14 | Rangeley Lakes Heritage Trust Inc | PO BOX 249, Oquossoc, ME 04964-0249 | ME | 1992-10 | $1,191,134 |
| 15 | Rangeley Lakes Region Chamber Of Commerce | PO BOX 317, Rangeley, ME 04970-0317 | ME | 1957-04 | $199,611 |
| 16 | Rangeley Library Association | PO BOX 381, Rangeley, ME 04970-0381 | ME | 1959-06 | $151,865 |
| 17 | Rangeley Region Cross-Country Ski Club | PO BOX 1283, Rangeley, ME 04970-1283 | ME | 2000-11 | $77,239 |
| 18 | Rangeley Region Guides & Sportsmens Association | PO BOX 244, Rangeley, ME 04970-0244 | ME | 1999-10 | $31,505 |
| 19 | Rape Crisis Assistance And Prevention | 179 Main St Ste 410, Waterville, ME 04901-6672 | ME | 1983-10 | $229,369 |
| 20 | Rape Education And Crisis Hotline | PO BOX 6, Auburn, ME 04212-0006 | ME | 1994-01 | $260,074 |
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