Carolyn L Jenkins Trust William C Saturley Pc 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
Carolyn L Jenkins Trust William C Saturley Pc | |
Employer Identification Number (EIN) | 026055621 |
Name of Organization | Carolyn L Jenkins Trust William C Saturley Pc |
In Care of Name | Orr & Reno Pa |
Address | 266 N Main St, Concord, NH 03301-5053 |
Activities | Other cultural or historical activities, Gifts, grants, or loans to other organizations, Non financial services of facilities to other organizations |
Subsection | Charitable Organization |
Ruling Date | 09/1982 |
Deductibility | Contributions are deductible |
Foundation | Private operating foundation (other) |
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 | $822,811 |
Amount of Income | $412,275 |
Form 990 Revenue Amount | $261,690 |
Non-representatives - add comments:
Revenue 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 | $309,662 | $0 | $182,947 | |
Contributions, gifts, grants, etc., received | $126,715 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $0 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $182,947 | |||
Total expenses and disbursements | $321,984 | $0 | $0 | $0 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $321,984 | $0 | $0 | |
Contributions, gifts, grants paid | $0 | |||
Excess of revenue over expenses and disbursements | $-12,322 | |||
Net investment income | $0 | |||
Adjusted net income | $182,947 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $843,842 | $49,400 |
Cash - non-interest-bearing | $49,099 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $794,743 | |
Total liabilities | $231,803 | |
Mortgages and other notes payable | $225,578 | |
Other | $6,225 | |
Total liabilities and net assets/fund balances | $612,039 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
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 | $0 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $0 |
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? | 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? | 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 | $1,205,000 |
Net value of noncharitable-use assets | $1,186,920 |
Minimum investment return | $59,346 |
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 | $59,346 | $59,346 | $0 | $0 | $118,692 |
Qualifying distributions made directly for active conduct of exempt activities | $0 | $288,495 | $263,767 | $269,167 | $821,429 |
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 | $39,564 | $39,564 | $0 | $0 | $79,128 |
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 | Capital Region Health Ventures Corporation | 250 Pleasant St, Concord, NH 03301-7539 | NH | 1993-07 | $7,540,496 |
2 | Capital Region Physicians Group | 250 Pleasant St, Concord, NH 03301-7539 | NH | 1997-04 | $2,544,653 |
3 | Capitol Center For The Arts | 44 S Main St, Concord, NH 03301-4822 | NH | 1992-03 | $2,872,331 |
4 | Capitol Region Food Program | 11 South Main St, Concord, NH 03301-4846 | NH | 1984-05 | $272,616 |
5 | Care Net Pregnancy Center Of Greater Concord | 7 Greenwood Ave, Concord, NH 03301-3928 | NH | 1987-07 | $168,445 |
6 | Care Net Pregnancy Center Of The Monadock Region | PO BOX 612, Keene, NH 03431-0612 | NH | 1991-07 | $68,459 |
7 | Care Net Pregnancy Ctr Of M&n | 110 Main St, Nashua, NH 03060-2723 | NH | 1988-09 | $308,567 |
8 | Carenet Pregnancy Center Of The White Mountains | PO BOX 923, Plymouth, NH 03264-0923 | NH | 2001-08 | $107,851 |
9 | Caring Community Network Of The Twin Rivers | 841 Central Street, Franklin, NH 03235 | NH | 2009-03 | $7,314 |
10 | Caroline C Levine Charitable Tr, Kerrigan Joseph Co-Ttee | 20 Trafalgar Sq Ste 505, Nashua, NH 03063-1981 | NH | 1995-09 | $669,830 |
11 | Carolyn L Jenkins Trust William C Saturley Pc | 266 N Main St, Concord, NH 03301-5053 | NH | 1982-09 | $412,275 |
12 | Carpenters Workshop Inc | PO BOX 246, Bartlett, NH 03812-0246 | NH | 2003-10 | $62,596 |
13 | Carriage Barn Equestrian Center Therapeutic Riding Program Inc, The Carriage Barn Equine Assisted Therapy Programs | 8 Sarahs Way, Newton, NH 03858 | NH | 2003-04 | $36,053 |
14 | Carroll County Health & Home Care Services Inc | 46 Seavey St, N Conway, NH 03860-5355 | NH | 1974-02 | $1,434,786 |
15 | Carroll County Health And Home Care Service Foundation Inc | PO BOX 420, Chocorua, NH 03817-0420 | NH | 1982-02 | $33,363 |
16 | Carye Family Charitable Foundation Tr, Carye Raymond & Barbara Carye Ttee | PO BOX 7327, Gilford, NH 03247-7327 | NH | 1998-07 | $7,500 |
17 | Case Management Society Of America Inc, Case Management Society Of New Engl | 2 Nashua Rd, Pelham, NH 03076-2353 | NH | 1993-07 | $194,938 |
18 | Casque & Gauntlet Trust | PO BOX 319, Hanover, NH 03755-0319 | NH | 1973-04 | $102,135 |
19 | Caswell Foundation | 10 White Oak Dr, Exeter, NH 03833-5318 | NH | 2001-01 | $19,136 |
20 | Cathedral Of The Pines Foundation | 10 Hale Hill Rd, Rindge, NH 03461-5229 | NH | 1978-08 | $434,190 |
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