Adele Gifford Residuary Trust in Concord, New Hampshire (NH)
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 New Hampshire
| Adele Gifford Residuary Trust | |
| Employer Identification Number (EIN) | 026046966 |
| Name of Organization | Adele Gifford Residuary Trust |
| In Care of Name | Td Bank Na Ttee Fiduciary Tx Dept |
| Address | PO BOX 477, Concord, NH 03302-0477 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1978 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2014 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $12,790,559 |
| Amount of Income | $3,225,014 |
| Form 990 Revenue Amount | $666,691 |
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 | $498,389 | $495,719 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $371,868 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $2,670 | |||
| Other | $123,851 | |||
| Total expenses and disbursements | $780,694 | $127,894 | $0 | $652,800 |
| Compensation of officers, directors, trustees, etc. | $116,863 | |||
| Total operating and administrative expenses | $127,894 | $127,894 | $0 | |
| Contributions, gifts, grants paid | $652,800 | |||
| Excess of revenue over expenses and disbursements | $-282,305 | |||
| Net investment income | $367,825 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $11,441,544 | $13,325,527 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $2,951,453 | |
| Investments-corporate stock | $5,997,969 | |
| Investments-corporate bonds | $2,377,710 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $114,412 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $11,441,544 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $123,851 |
| 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 | $3,678 |
| Total credits and payments | $5,448 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $5,448 |
| 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 | $0 |
| Overpayment | $1,770 |
| Amount to be credited to 2013 estimated tax | $1,770 |
| 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 | $13,292,169 |
| Net value of noncharitable-use assets | $13,092,780 |
| Minimum investment return | $654,639 |
| Distributable Amount (for 2012) | |
| Distributable amount | $650,961 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $650,961 |
| 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 New Hampshire | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Academy Of Applied Science Inc | 24 Warren St, Concord, NH 03301-4048 | NH | 1969-06 | $1,993,539 |
| 2 | Acorn School Inc | PO BOX 570, Stratham, NH 03885-0570 | NH | 1992-04 | $417,926 |
| 3 | Act One Dance Company Inc | Po Box 21, Kearsage, NH 03847 | NH | 2004-03 | $0 |
| 4 | Acting Loft Inc | 90 Wagner Street, Manchester, NH 03104 | NH | 2003-07 | $60,555 |
| 5 | Active Retirement Association | PO BOX 421, Durham, NH 03824-0421 | NH | 1989-05 | $48,162 |
| 6 | Acton-Wakefield Watersheds Alliance Inc, Awwa | PO BOX 235, Union, NH 03887-0235 | NH | 2006-03 | $124,329 |
| 7 | Actorsingers | PO BOX 91, Nashua, NH 03061-0091 | NH | 1974-02 | $134,742 |
| 8 | Acworth Volunteer Fire & Rescue Co Inc | PO BOX 86, Acworth, NH 03601-0086 | NH | 1993-04 | $72,679 |
| 9 | Adam Mcphee Memorial Foundation | 174 Prescott Rd, Epping, NH 03042-1809 | NH | 2007-03 | $17,946 |
| 10 | Adams Female Academy | 20 Island Pond Rd, Derry, NH 03038-4130 | NH | 1973-10 | $34 |
| 11 | Adele Gifford Residuary Trust | PO BOX 477, Concord, NH 03302-0477 | NH | 1978-05 | $3,225,014 |
| 12 | Adolescent Drug & Alcohol Prevention Tools | PO BOX 599, Lincoln, NH 03251-0599 | NH | 1990-11 | $126,481 |
| 13 | Advanced Life Support Institute, Als Institute | 35 Applecroft Ln, Center Conway, NH 03813-4204 | NH | 1997-09 | $74,943 |
| 14 | Advice To The Players | PO BOX 14, N Sandwich, NH 03259-0014 | NH | 2000-09 | $58,603 |
| 15 | Advocates For Community Empowerment, Monadnock Community Radio Project Transition Keene | 382 Old Walpole Rd, Keene, NH 03431 | NH | 2008-05 | $11,988 |
| 16 | Affordable Housing Education And Development Inc, Ahead | 161 Main St, Littleton, NH 03561-4020 | NH | 1992-07 | $1,988,426 |
| 17 | Afghan Childrens Project | 2 Partridge Drive, Wolfeboro, NH 03894 | NH | 2008-08 | $1 |
| 18 | After School Program | PO BOX 2406, Concord, NH 03302-2406 | NH | 1982-01 | $66,783 |
| 19 | Agape Ministries Inc | 36 Route 16b, Ctr Ossipee, NH 03814-6824 | NH | 2000-10 | $92,990 |
| 20 | Ageless Dreamer Foundation, Ageless Dreamer | Po Box 426, Dover, NH 03821-0426 | NH | 2006-07 | $39,753 |
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