Bucklin Alice Charitable Remainder Unitrust 40926 6012 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
| Bucklin Alice Charitable Remainder Unitrust 40926 6012 | |
| Employer Identification Number (EIN) | 036101413 |
| Name of Organization | Bucklin Alice Charitable Remainder Unitrust 40926 6012 |
| In Care of Name | Td Bank Na Ttee |
| Address | PO BOX 477, Concord, NH 03302-0477 |
| Activities | 4947(a)(2) trust |
| Subsection | Charitable Organization |
| Ruling Date | 04/2012 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $742,593 |
| Amount of Income | $164,965 |
| Form 990 Revenue Amount | $208,752 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
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 | $50,217 | $25,217 | $0 | |
| Contributions, gifts, grants, etc., received | $25,000 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $19,497 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $5,720 | |||
| Total expenses and disbursements | $27,815 | $7,778 | $0 | $18,784 |
| Compensation of officers, directors, trustees, etc. | $9,370 | |||
| Total operating and administrative expenses | $12,837 | $7,778 | $3,806 | |
| Contributions, gifts, grants paid | $14,978 | |||
| Excess of revenue over expenses and disbursements | $22,402 | |||
| Net investment income | $17,439 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $694,752 | $742,157 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $664,648 | |
| Other | $30,104 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $694,752 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $5,720 |
| 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 | $174 |
| Total credits and payments | $628 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $628 |
| 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 | $454 |
| Amount to be credited to 2013 estimated tax | $176 |
| 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 | $710,059 |
| Net value of noncharitable-use assets | $699,400 |
| Minimum investment return | $34,970 |
| Distributable Amount (for 2012) | |
| Distributable amount | $34,796 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $34,796 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $30,878 |
| 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 | Trustees Of Dartmouth College, Dartmouth Club Of South Texas | 6068 Blunt Alumni Center Room 103, Hanover, NH 03755 | NH | 1997-10 | $0 |
| 2 | United Steelworkers | 28 Oak Hill Road, Hinsdale, NH 03451 | NH | 1940-12 | $0 |
| 3 | Zachary M Tompkins Memorial Fund | 31 Flying Rock Rd, Hudson, NH 03051-3458 | NH | 2010-07 | $67,770 |
| 4 | 1883 Black Ice Hockey Association | 65 Regional Dr, Concord, NH 03301-8542 | NH | 2012-01 | $207,626 |
| 5 | Belletrista Inc | 117 Mooar Hill Rd, Hollis, NH 03049-6243 | NH | 2012-01 | $9 |
| 6 | Association Of Bosniaks Of New Hampshire | 62 Merrimack St, Manchester, NH 03101-2209 | NH | 2011-08 | $120,184 |
| 7 | Barnstead Firefighters Association | Po Box 247, Barnstead, NH 03218 | NH | 2012-09 | $7,157 |
| 8 | Bedford United Athletic Club | 1 Hardy Rd Pmb 167, Bedford, NH 03110-4915 | NH | 2012-06 | $120,913 |
| 9 | Bedford Youth Lacrosse Assoc | PO BOX 10182, Bedford, NH 03110-0182 | NH | 2011-09 | $61,500 |
| 10 | Beech Hill School | 20 Beech Hill Rd, Hopkinton, NH 03229-2604 | NH | 2013-02 | $198,818 |
| 11 | Bucklin Alice Charitable Remainder Unitrust 40926 6012 | PO BOX 477, Concord, NH 03302-0477 | NH | 2012-04 | $164,965 |
| 12 | Christa Mcauliffe Pto | 17 North Spring Street, Concord, NH 03301 | NH | 2011-09 | $40,392 |
| 13 | Cornell Club Of New Hampshire Inc | 6 Greenleaf Woods Drive Suite 201, Portsmouth, NH 03801 | NH | 1992-01 | $3,662 |
| 14 | Diane K Kline Memorial Scholarship Fund | PO BOX 526, Center Harbor, NH 03226-0526 | NH | 2011-09 | $8,134 |
| 15 | Emerson And Ruth Mccourt Charitable Tr Fbo Nhctc & Keene State, Paul Mceachern Ttee | PO BOX 360, Portsmouth, NH 03802-0360 | NH | 2011-11 | $556,951 |
| 16 | Friends Of Benson Park Incorporation, Friends Of Benson | PO BOX 91, Hudson, NH 03051-0091 | NH | 2012-04 | $20,185 |
| 17 | Friends Of The Merrimack River Greenway Trail | 11 S Main St Ste 400, Concord, NH 03301-4846 | NH | 2012-03 | $108,738 |
| 18 | Friends Of The Oglala Lakota | Po Box 497, Dublin, NH 03444 | NH | 2012-09 | $10,815 |
| 19 | Friends Of The Rockingham Ballroom Inc | 22 Ash Swamp Rd, Newmarket, NH 03857-2029 | NH | 2012-08 | $29,664 |
| 20 | Global Disaster Immediate Response Team, Global Dirt | 26 Laura Ln, Barrington, NH 03825-5207 | NH | 2012-09 | $93,283 |
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