Caroline C Levine Charitable Tr, Kerrigan Joseph Co-Ttee in Nashua, 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
- Organizations performing similar types of work
| Caroline C Levine Charitable Tr, Kerrigan Joseph Co-Ttee | |
| Employer Identification Number (EIN) | 026101659 |
| Name of Organization | Caroline C Levine Charitable Tr |
| Secondary Name | Kerrigan Joseph Co-Ttee |
| Address | 20 Trafalgar Sq Ste 505, Nashua, NH 03063-1981 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1995 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $5,437,458 |
| Amount of Income | $669,830 |
| Form 990 Revenue Amount | $114,879 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations |
Non-representatives - add comments:
Amount of income in 2013: $669,830 (it was $916,515 in 2012)
| This organization: | $669,830 |
| Other organizations performing similar types of work: | $111,264 |
Assets in 2013: $5,437,458 (it was $5,706,343 in 2012)
| This organization: | $5,437,458 |
| Other organizations performing similar types of work: | $456,177 |
Expenses in 2012: $342,338
| This organization: | $342,338 |
| Other organizations performing similar types of work: | $62,907 |
Income to expenses ratio in 2012: 2.0
| This organization: | 2.0 |
| Other organizations performing similar types of work: | 2.3 |
Grants share in income in 2012: 0.0%
| Caroline C Levine Charitable Tr, Kerrigan Joseph Co-Ttee: | 0.0% |
| Other organizations performing similar types of work: | 2.3% |
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 | $341,515 | $341,515 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $143,210 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $428 | |||
| Other | $197,877 | |||
| Total expenses and disbursements | $342,338 | $0 | $0 | $267,300 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $75,038 | $0 | $0 | |
| Contributions, gifts, grants paid | $267,300 | |||
| Excess of revenue over expenses and disbursements | $-823 | |||
| Net investment income | $341,515 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $5,706,343 | $5,935,576 |
| Cash - non-interest-bearing | $74,122 | |
| Investments-U.S. and state government obligations | $434,213 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $125,000 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $4,427,812 | |
| Other | $645,196 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $5,706,343 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $197,877 |
| 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 | $6,830 |
| Total credits and payments | $21,765 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $21,765 |
| 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 | $14,935 |
| Amount to be credited to 2013 estimated tax | $14,935 |
| 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 | $5,918,761 |
| Net value of noncharitable-use assets | $5,829,980 |
| Minimum investment return | $291,499 |
| Distributable Amount (for 2012) | |
| Distributable amount | $284,669 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $284,669 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Sasco Foundation | 2750 Moore Ave, Fullerton, CA 92833-2563 | CA | 1997-09 | $10,219,688 |
| 2 | Sharna & Irvin Frank Foundation | 3125 S Yale Ave Ste B, Tulsa, OK 74135-8037 | OK | 1996-12 | $9,485,154 |
| 3 | Servant Foundation | PO BOX 7127, Shawnee Msn, KS 66207-0127 | KS | 1996-11 | $4,324,050 |
| 4 | The@bangor Savings Bank Foundation | 99 Franklin St, Bangor, ME 04401-4911 | ME | 1997-09 | $2,848,907 |
| 5 | Rm2 Foundation | 375 Commerce Park Rd, N Kingstown, RI 02852-8420 | RI | 1997-02 | $1,861,512 |
| 6 | The Ingebritson Family Foundation | 2201 E Camelback Rd 202, Phoenix, AZ 85016-3431 | AZ | 1996-11 | $1,023,890 |
| 7 | Caroline C Levine Charitable Tr, Kerrigan Joseph Co-Ttee | 20 Trafalgar Sq Ste 505, Nashua, NH 03063-1981 | NH | 1995-09 | $669,830 |
| 8 | Wallace Family Foundation, Wallace Richard C Ttee | 675 Paradise Ave, Middletown, RI 02842-5730 | RI | 1997-02 | $634,817 |
| 9 | Welch Family Foundation | 1100 Oneok Plaza 100 W Fifth St, Tulsa, OK 74103 | OK | 1996-12 | $557,898 |
| 10 | Spionkop Charitable Tr, Pratt Richardson Jr & Mary O Tteeso | 355 Lexington Ave Fl 8, New York, NY 10017-6603 | NY | 1997-02 | $458,044 |
| 11 | The Steven E And Michelle Karol Charitable Foundation Trust | 750 Marrett Ste 401, Lexington, MA 02421-7309 | MA | 1995-09 | $202,218 |
| 12 | Payne Family Foundation | PO BOX 356, Elkins, NH 03233-0356 | NH | 1997-02 | $123,699 |
| 13 | Ysf Foundation | 1244 49th St, Brooklyn, NY 11219-3011 | NY | 1995-08 | $115,768 |
| 14 | Eaton Senior Communities Foundation | 333 S Eaton St, Lakewood, CO 80226-3544 | CO | 1995-01 | $104,725 |
| 15 | Oneill Foundation | 5555 San Felipe-Ste 200, Houston, TX 77056 | TX | 1996-11 | $74,054 |
| 16 | The Savings Bank Charitable Foundation Inc | PO BOX 30, Wakefield, MA 01880-0030 | MA | 1997-09 | $64,179 |
| 17 | William G Hieber Jr & Jean F Hieber Charitable Foundation | 314 Cambridge Ave, Garden City, NY 11530-5419 | NY | 1997-02 | $28,908 |
| 18 | Youths Benefit Elementary School Educational Foundation Inc | PO BOX 223, Fallston, MD 21047-0223 | MD | 1995-11 | $22,460 |
| 19 | William R Fenoglio Foundation | 2425 N 8th St, Terre Haute, IN 47804-1808 | IN | 1997-02 | $15,563 |
| 20 | The Reinhold Foundation | PO BOX 986, Heber City, UT 84032-0986 | UT | 1996-11 | $12,006 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 85 | ||||||||||||||||||||||||||||||||||||||||||||||||
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