Talbot Home in Rockland, 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
Talbot Home | |
Employer Identification Number (EIN) | 010217325 |
Name of Organization | Talbot Home |
Address | 73 Talbot Ave, Rockland, ME 04841-2922 |
Activities | Housing for the aged (see also 153) |
Subsection | Charitable Organization |
Ruling Date | 03/1944 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $100,000 to $499,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $454,805 |
Amount of Income | $241,154 |
Form 990 Revenue Amount | $178,446 |
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 | $163,777 | $15,019 | $170,543 | |
Contributions, gifts, grants, etc., received | $2,468 | |||
Interest on savings and temporary cash investments | $2 | |||
Dividends and interest from securities | $14,615 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $155,926 | |||
Total expenses and disbursements | $239,428 | $5,160 | $40,529 | $195,008 |
Compensation of officers, directors, trustees, etc. | $3,275 | |||
Total operating and administrative expenses | $239,428 | $5,160 | $195,008 | |
Contributions, gifts, grants paid | $0 | |||
Excess of revenue over expenses and disbursements | $-75,651 | |||
Net investment income | $9,859 | |||
Adjusted net income | $130,014 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $553,312 | $449,510 |
Cash - non-interest-bearing | $10,036 | |
Investments-U.S. and state government obligations | $73,298 | |
Investments-corporate stock | $203,968 | |
Investments-corporate bonds | $19,971 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $246,039 | |
Total liabilities | $2,850 | |
Mortgages and other notes payable | $0 | |
Other | $2,850 | |
Total liabilities and net assets/fund balances | $550,462 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
Net capital loss | $-9,234 |
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 | $99 |
Total credits and payments | $48 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $48 |
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 | $0 |
Tax due | $51 |
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? | Yes |
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 | $474,397 |
Net value of noncharitable-use assets | $467,280 |
Minimum investment return | $23,364 |
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 | $0 | $0 | $0 | $0 | $0 |
Qualifying distributions made directly for active conduct of exempt activities | $195,008 | $192,217 | $166,322 | $170,518 | $724,065 |
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 | $15,576 | $16,646 | $21,343 | $23,752 | $77,317 |
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 | Supreme Emblem Club Of The United States, Augusta Emblem Club #233 | Po Box 74, Winthrop, ME 04364 | ME | 1949-10 | $0 |
2 | 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 | |
3 | Susan L Curtis Charitable Foundation | 1321 Washington Ave Ste 104, Portland, ME 04103-3636 | ME | 1971-05 | $1,572,101 |
4 | Sustainable Fisheries Coalition | PO BOX 440, Winterport, ME 04496-0440 | ME | 2010-03 | $25,000 |
5 | Sustainable Harvest International | 104 Main Street, Ellsworth, ME 04605-1918 | ME | 2003-12 | $1,769,388 |
6 | Sustainable Harvest Sector | 67 Grover Ln, Harpswell, ME 04079-4329 | ME | 2009-05 | $253,168 |
7 | Swans Island Educational Society | PO BOX 12, Swans Island, ME 04685-0012 | ME | 1974-01 | $88,110 |
8 | T Spencer Shore Foundation | PO BOX 629, Kennebunkport, ME 04046-0629 | ME | 1958-04 | $4 |
9 | Table Of Plenty | PO BOX 232, Berwick, ME 03901-0232 | ME | 1994-06 | $88,356 |
10 | Take A Chance To End Hunger In Maine | PO BOX 1236, Portland, ME 04104-5024 | ME | 2009-12 | $55,726 |
11 | Talbot Home | 73 Talbot Ave, Rockland, ME 04841-2922 | ME | 1944-03 | $241,154 |
12 | Tamc Endowments | PO BOX 151, Presque Isle, ME 04769-0151 | ME | 1983-08 | $663,542 |
13 | Tamc Title Corp | PO BOX 1598, Presque Isle, ME 04769-1598 | ME | 1983-08 | $70,495 |
14 | Tasha Dunham Memorial College Scholarship | 282 Quaker Ridge Rd, Leeds, ME 04263-3611 | ME | 2009-02 | $1,747 |
15 | Tate House Museum | 1267 Westbrook St, Portland, ME 04102-1934 | ME | 2004-12 | $77,788 |
16 | Taylor Pond Yacht Club | 1 Yacht Club Dr, Auburn, ME 04210-9139 | ME | 1977-01 | $38,319 |
17 | Td Charitable Foundation | PO BOX 9540, Portland, ME 04112-9540 | ME | 2003-10 | $65,700,194 |
18 | Tedford Housing | PO BOX 958, Brunswick, ME 04011-0958 | ME | 2003-05 | $1,343,587 |
19 | Teen And Young Parent Program Of Knox County Inc | PO BOX 805, Rockland, ME 04841-0805 | ME | 2002-03 | $584,677 |
20 | Telephone Association | 56 Campus Dr, New Gloucestr, ME 04260-5109 | ME | 1966-04 | $251,953 |
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