Benjamin Kimball Trust Uw in Concord, New Hampshire (NH)

Benjamin Kimball Trust Uw
Employer Identification Number (EIN)	026004820
Name of Organization	Benjamin Kimball Trust Uw
In Care of Name	Td Bank Na Ttee Fiduciary Tx Dept
Address	PO BOX 477, Concord, NH 03302-0477
Subsection	Charitable Organization
Ruling Date	12/1981
Foundation	Private non-operating foundation
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2014
Assets	$5,000,000 to $9,999,999
Income	$1,000,000 to $4,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$6,351,279
Amount of Income	$1,671,410
Form 990 Revenue Amount	$331,376

Non-representatives - add comments:

Financial snapshot ($)

Expenses for 2012

Assets for 2012

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2012)
Total revenue	$160,057	$178,865	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$178,865
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$0
Total expenses and disbursements	$340,309	$43,334	$0	$293,308
Compensation of officers, directors, trustees, etc.	$42,483
Total operating and administrative expenses	$47,001	$43,334		$0
Contributions, gifts, grants paid	$293,308
Excess of revenue over expenses and disbursements	$-180,252
Net investment income		$135,531
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$5,579,768	$6,249,682
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$1,748,170
Investments-corporate stock	$2,707,745
Investments-corporate bonds	$1,002,696
Investments-mortgage loans	$0
Investments-other	$0
Other	$121,157
Total liabilities	$1
Mortgages and other notes payable	$0
Other	$1
Total liabilities and net assets/fund balances	$5,579,768

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$0
Net capital loss	$-18,808

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	$1,355
Total credits and payments	$2,884
2012 estimated tax payments and 2011 overpayment credited to 2012	$2,884
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	$1,529
Amount to be credited to 2013 estimated tax	$1,356

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	$6,292,112
Net value of noncharitable-use assets	$6,197,740
Minimum investment return	$309,887

Distributable Amount (for 2012)
Distributable amount	$308,532

Undistributed Income (for 2012)
Distributable amount for 2012	$308,532
Undistributed income for 2012. This amount must be distributed in 2013	$0

	2012	2011	2010	2009	Total
Private Operating Foundations (for 2012)
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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Id	Name	Address	State	Established	Total Income
Other organizations in New Hampshire
1	Benevolent & Protective Order Of Elks Of The Usa, 2099 Lebanon	PO BOX 90, Lebanon, NH 03766-0090	NH	1951-10	$755,780
2	Benevolent & Protective Order Of Elks Of The Usa, 2312 Plymouth	PO BOX 277, Plymouth, NH 03264-0277	NH	1951-10	$180,315
3	Benevolent & Protective Order Of Elks Of The Usa, 876 Laconia	PO BOX 676, Laconia, NH 03247-0676	NH	1951-10	$649,000
4	Benevolent & Protective Order Of Elks Of The Usa, 879 Claremont	PO BOX 1496, Claremont, NH 03743-1496	NH	1951-10	$178,263
5	Benevolent & Protective Order Of Elks Of The Usa, 927 Keene	PO BOX 388, Keene, NH 03431-0388	NH	1951-10	$493,324
6	Benevolent & Protective Order Of Elks Of The Usa, 97 Portsmouth	PO BOX 143, Portsmouth, NH 03802-0143	NH	1951-10	$1,384,674
7	Benevolent & Protective Order Of Elks Of The Usa, 720 Nashua	120 Dw Hwy, Nashua, NH 03060-5214	NH	1951-10	$1,354,789
8	Benevolent & Protective Order Of Elks Of The Usa, New Hampshire Assn	PO BOX 90, Lebanon, NH 03766-0090	NH	1951-10	$97,075
9	Benjamen S Cohen Trust 6017222	PO BOX 477, Concord, NH 03302-0477	NH	1983-10	$850,850
10	Benjamin Kimball Tr Uw	PO BOX 477, Concord, NH 03302-0477	NH	1981-12	$553,580
11	Benjamin Kimball Trust Uw	PO BOX 477, Concord, NH 03302-0477	NH	1981-12	$1,671,410
12	Bennington Historical Society	Po Box 50, Bennington, NH 03442	NH	1987-02	$0
13	Berlin & Coos County Historical Society	PO BOX 52, Berlin, NH 03570-0052	NH	1992-07	$154,633
14	Berlin Area Conference Of The Saint Vincent De Paul Society	153 Grafton St, Berlin, NH 03570-2840	NH	1987-04	$167,469
15	Berlin Deanery Catholic Club	PO BOX 96, Berlin, NH 03570-0096	NH	1977-07	$12,316
16	Berlin Main Strret Program	961 Main St, Berlin, NH 03570-3031	NH	1997-10	$76,757
17	Berry-Baker Fund	37 Dewey Field Rd, Hanover, NH 03755-1417	NH	1992-07	$57,900
18	Bessie Murray Tr Ii	PO BOX 477, Concord, NH 03302-0477	NH	1997-03	$165,890
19	Best Belmont Elementary Support Team, B E S T	26 Best St, Belmont, NH 03220-4201	NH	2004-08	$45,997
20	Beth Hafner Memorial Fund	52 Spring St, Keene, NH 03431-3252	NH	2005-08	$2,167

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