Surf Point Foundation Trust Agree 04-07-88, Hallam Beverly & K Watson Etal Ttee 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
| Surf Point Foundation Trust Agree 04-07-88, Hallam Beverly & K Watson Etal Ttee | |
| Employer Identification Number (EIN) | 016084742 |
| Name of Organization | Surf Point Foundation Trust Agree 04-07-88 |
| Secondary Name | Hallam Beverly & K Watson Etal Ttee |
| In Care of Name | Marine Bank Of Springfield |
| Address | Rm Davis Inc 24 City Center, Portland, ME 04101 |
| Subsection | Charitable Organization |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Association |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $343 |
| Amount of Income | $6,434 |
| Form 990 Revenue Amount | $2,715 |
Non-representatives - add comments:
Expenses 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 | $1,325 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $1,325 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $1,369 | $0 | $0 | $1,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $369 | $0 | $0 | |
| Contributions, gifts, grants paid | $1,000 | |||
| Excess of revenue over expenses and disbursements | $-44 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $43 | $43 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $43 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $43 | |
| 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 | $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? | 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 | $65 |
| Net value of noncharitable-use assets | $60 |
| Minimum investment return | $3 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3 |
| 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 | Sugarloaf Region Charitable Trust | 5092 Access Road, Carrabasset Valley, ME 04947 | ME | 1985-07 | $0 |
| 2 | Summer Camp Inc | 8 Church St, Bridgton, ME 04009-1101 | ME | 1986-09 | $663,094 |
| 3 | Summer Festival Of The Arts | PO BOX 58, Southwest Hbr, ME 04679-0058 | ME | 2002-04 | $136,017 |
| 4 | Summer Street Housing Preservation Inc | 46 Summer St, Rockland, ME 04841-2920 | ME | 1992-09 | $734,634 |
| 5 | Sumner O Hancock Scholarship Fund | PO BOX 295, Casco, ME 04015-0295 | ME | 1994-04 | $20,665 |
| 6 | Sunrise Opportunities | PO BOX 88, Machias, ME 04654-0088 | ME | 1987-06 | $5,659,138 |
| 7 | Sunrise Residence Inc | PO BOX 84, Machias, ME 04654-0084 | ME | 1983-11 | $173,032 |
| 8 | Sunset Home Of Waterville | 114 College Ave, Waterville, ME 04901-5609 | ME | 1943-09 | $1,432,918 |
| 9 | Sunshine Club Of Crippled Children | C/O Betty Trimm 43 Starlight Drive, Eddington, ME 04428 | ME | 1978-05 | $90,777 |
| 10 | Supreme Emblem Club Of The United States, Augusta Emblem Club #233 | Po Box 74, Winthrop, ME 04364 | ME | 1949-10 | $0 |
| 11 | 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 | |
| 12 | Susan L Curtis Charitable Foundation | 1321 Washington Ave Ste 104, Portland, ME 04103-3636 | ME | 1971-05 | $1,572,101 |
| 13 | Sustainable Fisheries Coalition | PO BOX 440, Winterport, ME 04496-0440 | ME | 2010-03 | $25,000 |
| 14 | Sustainable Harvest International | 104 Main Street, Ellsworth, ME 04605-1918 | ME | 2003-12 | $1,769,388 |
| 15 | Sustainable Harvest Sector | 67 Grover Ln, Harpswell, ME 04079-4329 | ME | 2009-05 | $253,168 |
| 16 | Swans Island Educational Society | PO BOX 12, Swans Island, ME 04685-0012 | ME | 1974-01 | $88,110 |
| 17 | T Spencer Shore Foundation | PO BOX 629, Kennebunkport, ME 04046-0629 | ME | 1958-04 | $4 |
| 18 | Table Of Plenty | PO BOX 232, Berwick, ME 03901-0232 | ME | 1994-06 | $88,356 |
| 19 | Take A Chance To End Hunger In Maine | PO BOX 1236, Portland, ME 04104-5024 | ME | 2009-12 | $55,726 |
| 20 | Talbot Home | 73 Talbot Ave, Rockland, ME 04841-2922 | ME | 1944-03 | $241,154 |
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