Agnes M Lindsay Trust in Manchester, 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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Other organizations in New Hampshire
| Agnes M Lindsay Trust | |
| Employer Identification Number (EIN) | 026004971 |
| Name of Organization | Agnes M Lindsay Trust |
| Address | 660 Chestnut St, Manchester, NH 03104-3550 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 11/1971 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $10,000,000 to $49,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $25,168,058 |
| Amount of Income | $18,039,784 |
| Form 990 Revenue Amount | $788,003 |
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 | $1,149,454 | $1,148,989 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $17 | |||
| Dividends and interest from securities | $482,560 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $37,561 | |||
| Other | $629,316 | |||
| Total expenses and disbursements | $981,729 | $232,283 | $0 | $728,499 |
| Compensation of officers, directors, trustees, etc. | $150,000 | |||
| Total operating and administrative expenses | $462,771 | $232,283 | $209,541 | |
| Contributions, gifts, grants paid | $518,958 | |||
| Excess of revenue over expenses and disbursements | $167,725 | |||
| Net investment income | $916,706 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $22,674,725 | $22,674,725 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $5,949,473 | |
| Investments-corporate stock | $7,078,593 | |
| Investments-corporate bonds | $1,700,265 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $7,205,371 | |
| Other | $741,023 | |
| Total liabilities | $3,414 | |
| Mortgages and other notes payable | $0 | |
| Other | $3,414 | |
| Total liabilities and net assets/fund balances | $22,671,311 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $629,316 |
| 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 | $18,334 |
| Total credits and payments | $11,080 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $11,080 |
| 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 | $7,254 |
| 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? | 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 | $22,585,666 |
| Net value of noncharitable-use assets | $22,246,880 |
| Minimum investment return | $1,112,344 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,094,010 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,094,010 |
| 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 |
| Unrelated Trade or Business Income (for 2008) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $8,857 | $0 | $8,857 |
| Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
| Cost of goods sold | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 |
| Capital gain net income | $1,437 | $0 | $1,437 |
| Net gain | $0 | $0 | $0 |
| Capital loss deduction for trusts | $0 | $0 | $0 |
| Income (loss) from partnerships and S corporations | $7,420 | $0 | $7,420 |
| Rent income | $0 | $0 | $0 |
| Unrelated debt-financed income | $0 | $0 | $0 |
| Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
| Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
| Exploited exempt activity income | $0 | $0 | $0 |
| Advertising income | $0 | $0 | $0 |
| Other income | $0 | $0 | $0 |
| Deductions Not Taken Elsewhere (for 2008) | |
| Total deductions | $0 |
| Compensation of officers, directors, and trustees | $0 |
| Salaries and wages | $0 |
| Repairs and maintenance | $0 |
| Bad debts | $0 |
| Interest | $0 |
| Taxes and licenses | $0 |
| Charitable contributions | $0 |
| Depreciation | $0 |
| Depletion | $0 |
| Contributions to deferred compensation plans | $0 |
| Employee benefit programs | $0 |
| Excess exempt expenses | $0 |
| Excess readership costs | $0 |
| Other deductions | $0 |
| Unrelated business taxable income | $7,857 |
| Unrelated business taxable income before net operating loss deduction | $8,857 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $8,857 |
| Specific deduction | $1,000 |
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| Other organizations in New Hampshire | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Granite State Electric Company Valley Gas Benefit Trust For | One Fireside Circle Ste 200, Nashua, NH 03063-1811 | NH | 1994-11 | $19,864 |
| 2 | Anheuser-Bush Brewery Conference Supplemental Unemployment Benf Fu | C/O TEAMSTERS LOCAL 633 PO BOX 870, Manchester, NH 03105 | NH | 1982-04 | $496,966 |
| 3 | Cabletron Systems Inc Health & Welfare Trust | Rochester, NH 03866 | NH | $21,051,916 | |
| 4 | New Hampshire Motor Transport Assoc Employee Benefit Trust | PO BOX 3898, Concord, NH 03302-3898 | NH | 1978-12 | $11,529,773 |
| 5 | Northern New England Benefit Trust | 51 Goffstown Rd, Manchester, NH 03102 | NH | 1967-02 | $149,034,680 |
| 6 | Phillips Exeter Academy Employee Benefits Tr, Fellows Joseph E Iii Et Al Ttees | 20 Main St, Exeter, NH 03833-2438 | NH | 1997-06 | $286,057 |
| 7 | Granite State Electric Company Provenergy Benefit Trust For Union | One Fireside Circle Ste 200, Nashua, NH 03063-1811 | NH | 1994-11 | $485,490 |
| 8 | American Postal Workers Accident Benefit Association | PO BOX 120, Rochester, NH 03866-0120 | NH | 1962-03 | $2,523,329 |
| 9 | Massachusetts Correction Officers Health & Welfare Trust Fund | PO BOX 1300, Manchester, NH 03105-1300 | NH | 1993-11 | $4,122,104 |
| 10 | Home Health Care And Community Services Inc | 312 Marlboro St, Keene, NH 03431-4163 | NH | 1994-09 | $4,629,875 |
| 11 | Agnes M Lindsay Trust | 660 Chestnut St, Manchester, NH 03104-3550 | NH | 1971-11 | $18,039,784 |
| 12 | Arrowhead Recreation Club Inc | 18 Robert A Easter Way, Claremont, NH 03743-5819 | NH | 2003-02 | $77,134 |
| 13 | Believe In Books Literacy Foundation | PO BOX 1800, Intervale, NH 03845-1800 | NH | 2001-04 | $1,180,608 |
| 14 | Camp Pasquaney | 5 South State Street, Concord, NH 03301-3722 | NH | 1944-01 | $3,432,898 |
| 15 | Capital Region Health Care Corp | 250 Pleasant St, Concord, NH 03301-7539 | NH | 1948-02 | $388,590 |
| 16 | Castle Preservation Society | PO BOX 687, Moultonboro, NH 03254-0687 | NH | 2006-11 | $2,546,184 |
| 17 | Cavalier Football Club Inc | 9 Overlook Ln, Brookline, NH 03033-2480 | NH | 2004-03 | $17,256 |
| 18 | Christian Camps & Conferences, Camp Brookwoods-Camp Deer Run | 34 Camp Brookwoods Rd, Alton, NH 03809-6008 | NH | 1973-07 | $3,602,361 |
| 19 | Community Alliance For Human Services | 27 John Stark Hwy, Newport, NH 03773-1807 | NH | 2001-07 | $1,119,061 |
| 20 | Community Gallery Inc | 11 Bank St, Lebanon, NH 03766-1749 | NH | 1977-03 | $1,260,147 |
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