Elsie Bunker Trust Uw 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
| Elsie Bunker Trust Uw | |
| Employer Identification Number (EIN) | 026021165 |
| Name of Organization | Elsie Bunker Trust Uw |
| In Care of Name | Td Bank Na Ttee Fiduciary Tx Dept |
| Address | PO BOX 477, Concord, NH 03302-0477 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $447,542 |
| Amount of Income | $101,153 |
| Form 990 Revenue Amount | $23,554 |
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 | $16,660 | $16,168 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $12,757 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $492 | |||
| Other | $3,411 | |||
| Total expenses and disbursements | $27,642 | $6,366 | $0 | $21,276 |
| Compensation of officers, directors, trustees, etc. | $5,437 | |||
| Total operating and administrative expenses | $6,366 | $6,366 | $0 | |
| Contributions, gifts, grants paid | $21,276 | |||
| Excess of revenue over expenses and disbursements | $-10,982 | |||
| Net investment income | $9,802 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $468,110 | $480,644 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $173,718 | |
| Investments-corporate bonds | $273,230 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $21,162 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $468,110 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $3,411 |
| 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 | $98 |
| Total credits and payments | $180 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $180 |
| 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 | $82 |
| Amount to be credited to 2013 estimated tax | $82 |
| 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 | $475,685 |
| Net value of noncharitable-use assets | $468,560 |
| Minimum investment return | $23,428 |
| Distributable Amount (for 2012) | |
| Distributable amount | $23,330 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $23,330 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Family Promise Of Greater Concord Inc in Concord, NH
  |
|
Concord Female Charitable Society, Bank Of Nh in Concord, NH
|
|
Plymouth Area Community Closet in Plymouth, NH
|
|
Dover Womenaid in Dover, NH
|
|
Clf Equestrian Team in New Durham, NH
|
|
The Area Choir Inc in Newport, NH
|
| Wounded Warriors At 45 North in Pittsburg, NH |
| Yogacaps Inc in Merrimack, NH |
|
Friends Of The Milton Free Public Library Inc in Milton Mills, NH
|
|
International Minority Hub in Manchester, NH
|
| Other organizations in New Hampshire | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Eleanor Haller Animal Welfare Fund Inc | Po Bx 704, Cncord, NH 03302 | NH | 1991-05 | $3,034 |
| 2 | Elizabeth Bennett Rice Fund, Madam Ovary | PO BOX 734, New Castle, NH 03854-0734 | NH | 2008-09 | $30,495 |
| 3 | Elizabeth Dinsmore Pillbury Memorial Tr Fund | 122 Union St, Milford, NH 03055-4429 | NH | 1971-07 | $376 |
| 4 | Elizabeth Parkhill Charitable Tr, Chamberlain Edwin Et Al Ttee | 20 Wolfeboro Rd, Etna, NH 03750-4102 | NH | 1995-03 | $246,176 |
| 5 | Elizabeth Thayer And E Geoffrey Verney Foundation | The Meadows 32 Verney Road, Hancock, NH 03449 | NH | $13,159 | |
| 6 | Ellen F Goodwin Testamentry Trust | PO BOX 477, Concord, NH 03302-0477 | NH | 1953-06 | $60,477 |
| 7 | Ellen Lambert Murphy Memorial Community Center | 20 Durkee St # 21, Winchester, NH 03470-2918 | NH | 1944-01 | $176,211 |
| 8 | Elliot Health Systems | 1 Elliot Way, Manchester, NH 03103-3502 | NH | 2000-01 | $376,049 |
| 9 | Elliot Hospital Associates | 1 Elliot Way, Manchester, NH 03103-3599 | NH | 1960-10 | $467,582 |
| 10 | Elliot Professional Services | 1070 Holt Ave Unit 1 Ste 2100, Manchester, NH 03109-5603 | NH | 2004-04 | $55,186,971 |
| 11 | Elsie Bunker Trust Uw | PO BOX 477, Concord, NH 03302-0477 | NH | $101,153 | |
| 12 | Emergency Nurses Association, New Hampshire State Council | 3 Gervaise Dr, Derry, NH 03038-4607 | NH | 2003-08 | $46,585 |
| 13 | Emerging Leaders In Communities Of Color | 614, Manchester, NH 03105 | NH | 2014-02 | $0 |
| 14 | Emily Landecker Foundation | 80 South Main St, Hanover, NH 03755-2053 | NH | 2005-02 | $8,227,298 |
| 15 | Emma M Kelly Charitable Tr, Demos Margaret A Ttee | One Mill Plz, Laconia, NH 03246-3438 | NH | $55,081 | |
| 16 | Encore Theater Company | Gloria Parsons Po Box 43, Kingston, NH 03848 | NH | 1993-09 | $14 |
| 17 | Endowment For Healthy New Hampshire Inc | 14 South St, Concord, NH 03301-3772 | NH | 2001-05 | $1 |
| 18 | Endowment For Human Development Inc | 16 Centre St Ste 2, Concord, NH 03301-6321 | NH | 2001-10 | $174,323 |
| 19 | Energy Council Of The Northeast | PO BOX 1029, Windham, NH 03087-1029 | NH | 1964-04 | $636,381 |
| 20 | Enfield Village Association | Po Box 763, Enfield, NH 03748 | NH | 2000-05 | $0 |
Organization representatives - add corrected or new information about Elsie Bunker Trust Uw »
Non-representatives - add comments about Elsie Bunker Trust Uw»