Sunset Home Of Waterville in Waterville, 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
| Sunset Home Of Waterville | |
| Employer Identification Number (EIN) | 010219135 |
| Name of Organization | Sunset Home Of Waterville |
| Address | 114 College Ave, Waterville, ME 04901-5609 |
| Activities | Housing for the aged (see also 153) |
| Subsection | Charitable Organization |
| Ruling Date | 09/1943 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Association |
| 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 | $3,598,591 |
| Amount of Income | $1,432,918 |
| Form 990 Revenue Amount | $1,214,210 |
Non-representatives - add comments:
Revenue 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 | $761,078 | $106,503 | $727,627 | |
| Contributions, gifts, grants, etc., received | $7,986 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $66,401 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $646,589 | |||
| Other | $40,102 | |||
| Total expenses and disbursements | $823,061 | $13,889 | $809,172 | $749,418 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $823,061 | $13,889 | $749,418 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-61,983 | |||
| Net investment income | $92,614 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,266,557 | $3,266,557 |
| Cash - non-interest-bearing | $11,301 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $2,416,132 | |
| Other | $839,124 | |
| Total liabilities | $508,547 | |
| Mortgages and other notes payable | $389,306 | |
| Other | $119,241 | |
| Total liabilities and net assets/fund balances | $2,758,010 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $40,102 |
| 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 | $1,852 |
| Total credits and payments | $1,500 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,500 |
| 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 | $7 |
| Tax due | $359 |
| 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 | $2,325,127 |
| Net value of noncharitable-use assets | $2,290,260 |
| Minimum investment return | $114,513 |
| Distributable Amount (for 2012) | |
| Distributable amount | $112,661 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $112,661 |
| 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 |
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
|
| Friends Of The Doubling Point Light in Arrowsic, ME |
| Other organizations in Maine | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Stony Brook Housing Inc | PO BOX 2008, Lewiston, ME 04241-2008 | ME | 2000-03 | $12,976 |
| 2 | Storm Warriors International | 27 Linden Ln, Camden, ME 04843-2259 | ME | 2009-09 | $505,086 |
| 3 | Sugarloaf Mountain Ski Club | Village West 13, Carrabassett Valley, ME 04947 | ME | 1993-12 | $45,423 |
| 4 | Sugarloaf Region Charitable Trust | 5092 Access Road, Carrabasset Valley, ME 04947 | ME | 1985-07 | $0 |
| 5 | Summer Camp Inc | 8 Church St, Bridgton, ME 04009-1101 | ME | 1986-09 | $663,094 |
| 6 | Summer Festival Of The Arts | PO BOX 58, Southwest Hbr, ME 04679-0058 | ME | 2002-04 | $136,017 |
| 7 | Summer Street Housing Preservation Inc | 46 Summer St, Rockland, ME 04841-2920 | ME | 1992-09 | $734,634 |
| 8 | Sumner O Hancock Scholarship Fund | PO BOX 295, Casco, ME 04015-0295 | ME | 1994-04 | $20,665 |
| 9 | Sunrise Opportunities | PO BOX 88, Machias, ME 04654-0088 | ME | 1987-06 | $5,659,138 |
| 10 | Sunrise Residence Inc | PO BOX 84, Machias, ME 04654-0084 | ME | 1983-11 | $173,032 |
| 11 | Sunset Home Of Waterville | 114 College Ave, Waterville, ME 04901-5609 | ME | 1943-09 | $1,432,918 |
| 12 | Sunshine Club Of Crippled Children | C/O Betty Trimm 43 Starlight Drive, Eddington, ME 04428 | ME | 1978-05 | $90,777 |
| 13 | Supreme Emblem Club Of The United States, Augusta Emblem Club #233 | Po Box 74, Winthrop, ME 04364 | ME | 1949-10 | $0 |
| 14 | Surf Point Foundation Trust Agree 04-07-88, Hallam Beverly & K Watson Etal Ttee | Rm Davis Inc 24 City Center, Portland, ME 04101 | ME | $6,434 | |
| 15 | Susan L Curtis Charitable Foundation | 1321 Washington Ave Ste 104, Portland, ME 04103-3636 | ME | 1971-05 | $1,572,101 |
| 16 | Sustainable Fisheries Coalition | PO BOX 440, Winterport, ME 04496-0440 | ME | 2010-03 | $25,000 |
| 17 | Sustainable Harvest International | 104 Main Street, Ellsworth, ME 04605-1918 | ME | 2003-12 | $1,769,388 |
| 18 | Sustainable Harvest Sector | 67 Grover Ln, Harpswell, ME 04079-4329 | ME | 2009-05 | $253,168 |
| 19 | Swans Island Educational Society | PO BOX 12, Swans Island, ME 04685-0012 | ME | 1974-01 | $88,110 |
| 20 | T Spencer Shore Foundation | PO BOX 629, Kennebunkport, ME 04046-0629 | ME | 1958-04 | $4 |
Organization representatives - add corrected or new information about Sunset Home Of Waterville »
Non-representatives - add comments about Sunset Home Of Waterville»