Herbert A Grant And Iva B Grant Charitable Trust in Center Conway, 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
Herbert A Grant And Iva B Grant Charitable Trust | |
Employer Identification Number (EIN) | 046548277 |
Name of Organization | Herbert A Grant And Iva B Grant Charitable Trust |
In Care of Name | Heidi I Marshall Trustee |
Address | PO BOX 491, Center Conway, NH 03813-0491 |
Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
Subsection | Charitable Organization |
Ruling Date | 08/1988 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $100,000 to $499,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $118,143 |
Amount of Income | $69,954 |
Form 990 Revenue Amount | $-5,713 |
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 | $5,929 | $5,929 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $4,890 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $1,039 | |||
Total expenses and disbursements | $9,690 | $2,015 | $0 | $7,600 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $2,090 | $2,015 | $0 | |
Contributions, gifts, grants paid | $7,600 | |||
Excess of revenue over expenses and disbursements | $-3,761 | |||
Net investment income | $3,914 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $116,812 | $124,773 |
Cash - non-interest-bearing | $1,023 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $115,789 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $116,812 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $1,039 |
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 | $39 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $39 |
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? | 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 | $123,315 |
Net value of noncharitable-use assets | $121,460 |
Minimum investment return | $6,073 |
Distributable Amount (for 2012) | |
Distributable amount | $6,034 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $6,034 |
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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Other organizations in New Hampshire | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Help Others Corp | 148 Manchester St, Nashua, NH 03064-1567 | NH | 2007-08 | $490 |
2 | Helpers Of Our Lady Queen Of Peace | 3 Stirling Ln Ste 333, Exeter, NH 03833 | NH | 2001-01 | $75,914 |
3 | Helping Hand Center Of Troy And Fitzwilliam Inc | PO BOX 240, Troy, NH 03465-0240 | NH | 2006-11 | $43,398 |
4 | Helping Hand Outreach Ministries, Helping Hands Outreach Center | PO BOX 3551, Manchester, NH 03105-3551 | NH | 1993-10 | $235,437 |
5 | Henderson Family Foundation, Henderson John J Ttee | 1 Harbour Pl Ste 4e, Portsmouth, NH 03801-3994 | NH | 2000-01 | $221,547 |
6 | Henniker Cemetery Association | PO BOX 271, Henniker, NH 03242-0271 | NH | 1941-10 | $32,316 |
7 | Henniker Food Pantry | Po Box 55, Henniker, NH 03242 | NH | 2002-09 | $0 |
8 | Henniker Youth Hockey Association Inc | PO BOX 927, Henniker, NH 03242-0927 | NH | 1991-11 | $80,524 |
9 | Henry F Hurlburt Iii Charitable Trust | PO BOX 59, Wolfeboro, NH 03894-0059 | NH | 1976-04 | $118,163 |
10 | Henry Family Foundation | PO BOX 860, Grantham, NH 03753 | NH | 2000-06 | $192,665 |
11 | Herbert A Grant And Iva B Grant Charitable Trust | PO BOX 491, Center Conway, NH 03813-0491 | NH | 1988-08 | $69,954 |
12 | Herbert G Abbot Testamentary Trust | PO BOX 477, Concord, NH 03302-0477 | NH | 1963-06 | $1,513,310 |
13 | Heritage Christian School | 13 North St, Rindge, NH 03461-5940 | NH | 1991-10 | $271,291 |
14 | Heritage United Way Inc | 22 Concord St Ste 2, Manchester, NH 03101-1817 | NH | 1970-06 | $2,809,928 |
15 | Hesed Foundation Inc | PO BOX 716, Rye Beach, NH 03871-0716 | NH | 2000-12 | $665,012 |
16 | Hh Ownership Inc | 45 High St, Nashua, NH 03060-3312 | NH | 2003-11 | $46,295 |
17 | Hidden Lake Association | PO BOX 224, Stoddard, NH 03464-0224 | NH | 1988-01 | $106,357 |
18 | Hidden Vally Sno Riders Inc | PO BOX 417, Marlow, NH 03456-0417 | NH | 2007-10 | $30,354 |
19 | High Hopes Foundation Of New Hampshire Inc | 12 Murphy Dr Ste 106, Nashua, NH 03062-1935 | NH | 1984-03 | $60,291 |
20 | High Mowing School Inc | 222 Isaac Frye Hwy, Wilton, NH 03086-5813 | NH | 1946-05 | $6,145,062 |
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