Bear Hill Conservancy Tr, David M Roby Ttee in Lyme, 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
| Bear Hill Conservancy Tr, David M Roby Ttee | |
| Employer Identification Number (EIN) | 066558010 |
| Name of Organization | Bear Hill Conservancy Tr |
| Secondary Name | David M Roby Ttee |
| In Care of Name | David Roby |
| Address | C/O David Roby 7 Bliss Lane, Lyme, NH 03768 |
| Subsection | Charitable Organization |
| Ruling Date | 05/2007 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2014 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $8,672,212 |
| Amount of Income | $51,331 |
| Form 990 Revenue Amount | $1,282,356 |
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 | $3,396,900 | $60,900 | $60,900 | |
| Contributions, gifts, grants, etc., received | $3,336,000 | |||
| Interest on savings and temporary cash investments | $15 | |||
| Dividends and interest from securities | $59,831 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,054 | |||
| Total expenses and disbursements | $60,077 | $90 | $0 | $39,961 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $59,577 | $90 | $39,461 | |
| Contributions, gifts, grants paid | $500 | |||
| Excess of revenue over expenses and disbursements | $3,336,823 | |||
| Net investment income | $60,810 | |||
| Adjusted net income | $60,900 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $8,211,356 | $8,343,477 |
| Cash - non-interest-bearing | $3,184 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $328,296 | |
| Investments-corporate bonds | $587,479 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $7,292,397 | |
| Total liabilities | $1,540,000 | |
| Mortgages and other notes payable | $0 | |
| Other | $1,540,000 | |
| Total liabilities and net assets/fund balances | $6,671,356 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,054 |
| 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 | $1,216 |
| Total credits and payments | $2,480 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $480 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $2,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $1,264 |
| Amount to be credited to 2013 estimated tax | $1,264 |
| 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? | Yes |
| 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 | $1,165,408 |
| Net value of noncharitable-use assets | $1,147,920 |
| Minimum investment return | $57,396 |
| 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 | $57,396 | $22,106 | $0 | $543 | $80,045 |
| Qualifying distributions made directly for active conduct of exempt activities | $121,609 | $382,802 | $66,745 | $36,640 | $607,796 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $38,264 | $15,250 | $880 | $362 | $54,756 |
| 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 | Barnstormers Inc | PO BOX 434, Tamworth, NH 03886-0434 | NH | 1964-06 | $649,646 |
| 2 | Barrett Family Foundation | 41 Goffstown Rd, Hooksett, NH 03106-2400 | NH | 1997-12 | $48,679 |
| 3 | Barrette Family Fund, Barrette Cynthia Russell Ttee | PO BOX 5254, Hanover, NH 03755-5254 | NH | 2003-02 | $784,359 |
| 4 | Barrington Youth Association | PO BOX 407, Barrington, NH 03825-0407 | NH | 1989-09 | $107,828 |
| 5 | Bartlett Athletic & Recreation Association | PO BOX 363, Bartlett, NH 03812-0363 | NH | 1999-05 | $101,212 |
| 6 | Bartlett Community Prescool | PO BOX 181, Bartlett, NH 03812-0181 | NH | 1992-08 | $105,938 |
| 7 | Bartlett Jackson Ambulance | PO BOX 422, Glen, NH 03838-0422 | NH | 2002-05 | $134,181 |
| 8 | Bayside Cemetery Association | PO BOX 6232, Laconia, NH 03247-6232 | NH | 1942-10 | $85,034 |
| 9 | Beach Club Incorporated | 2450 Ocean Blvd, Rye Beach, NH 03871 | NH | 1960-09 | $677,562 |
| 10 | Bean Foundation | 265 Old Dublin Rd, Peterborough, NH 03458-1336 | NH | 1954-06 | $297,005 |
| 11 | Bear Hill Conservancy Tr, David M Roby Ttee | C/O David Roby 7 Bliss Lane, Lyme, NH 03768 | NH | 2007-05 | $51,331 |
| 12 | Bearpaw Regional Greenways | 63 Nottingham Rd, Deerfield, NH 03037-1532 | NH | 1997-07 | $830,965 |
| 13 | Beatrice K And Woolsey S Conover Foundation Inc | PO BOX 721, Holderness, NH 03245-0721 | NH | 1991-12 | $237,390 |
| 14 | Beattie House Inc | C/O Ahead 161 Main Street, Littleton, NH 03561 | NH | 2006-02 | $193,857 |
| 15 | Beaver Brook Association Inc | 117 Ridge Rd, Hollis, NH 03049-6425 | NH | 1965-10 | $1,058,376 |
| 16 | Beaver Meadow School Parent Teacher Assoc | 40 Sewalls Fall Rd, Concord, NH 03301 | NH | 1997-08 | $0 |
| 17 | Becket Academy Inc | PO BOX 325, Orford, NH 03777-0325 | NH | 2000-08 | $15,365,888 |
| 18 | Bedford Big Band | PO BOX 10123, Bedford, NH 03110-0123 | NH | 1999-08 | $10,776 |
| 19 | Bedford Bluffs Inc | PO BOX 10393, Bedford, NH 03110-0393 | NH | 1963-12 | $194,285 |
| 20 | Bedford Bulldogs Athletic Booster Club | P O Box 10423, Bedford, NH 03110 | NH | 2009-11 | $112,601 |
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