Ira A Coleman Trust U-W in Concord, New Hampshire (NH)

Ira A Coleman Trust U-W
Employer Identification Number (EIN)	026047757
Name of Organization	Ira A Coleman Trust U-W
In Care of Name	Td Bank Na Ttee Fiduciary Tx Dept
Address	PO BOX 477, Concord, NH 03302-0477
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	08/1978
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	$550,334
Amount of Income	$124,048
Form 990 Revenue Amount	$35,365

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2012)
Total revenue	$18,663	$18,295	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$16,374
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$368
Other	$1,921
Total expenses and disbursements	$33,013	$7,467	$0	$25,546
Compensation of officers, directors, trustees, etc.	$6,460
Total operating and administrative expenses	$7,467	$7,467		$0
Contributions, gifts, grants paid	$25,546
Excess of revenue over expenses and disbursements	$-14,350
Net investment income		$10,828
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$484,834	$558,714
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$241,512
Investments-corporate stock	$232,342
Investments-corporate bonds	$0
Investments-mortgage loans	$0
Investments-other	$0
Other	$10,980
Total liabilities	$1
Mortgages and other notes payable	$0
Other	$1
Total liabilities and net assets/fund balances	$484,834

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$1,921
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	$217
Total credits and payments	$584
2012 estimated tax payments and 2011 overpayment credited to 2012	$584
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	$367
Amount to be credited to 2013 estimated tax	$220

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	$554,550
Net value of noncharitable-use assets	$546,240
Minimum investment return	$27,312

Distributable Amount (for 2012)
Distributable amount	$27,095

Undistributed Income (for 2012)
Distributable amount for 2012	$27,095
Undistributed income for 2012. This amount must be distributed in 2013	$1,283

	2012	2011	2010	2009	Total
Private Operating Foundations (for 2012)
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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Id	Name	Address	State	Established	Total Income
Other organizations in New Hampshire
1	International Reading Association Inc, Pond And Peak Council	155 Hale Rd, Sanbornton, NH 03269-2201	NH	1972-12	$14,958
2	International Brotherhood Of Teamsters, Bakery & Laundry Conf Usa & Canada	PO BOX 870, Manchester, NH 03105-0870	NH	1941-02	$76,720
3	Hymen L Myers Trust Fbo Various Charities	PO BOX 477, Concord, NH 03302-0477	NH	2007-10	$96,625
4	James A Carroll Foundation	PO BOX 477, Concord, NH 03302-0477	NH	2005-03	$29,892
5	John Hajdukiewicz Nursing Scholarship Fund	PO BOX 477, Concord, NH 03302-0477	NH	2014-07	$19,195
6	John K And Thirza F Davenport Foundation 42c038017	PO BOX 477, Concord, NH 03302-0477	NH	1986-02	$312,320
7	International Union Of Painters And Allied Trades, 1915 Bpat	34 Commercial Dr, Brentwood, NH 03833-6630	NH	1941-07	$80,184
8	International Society Of Aesthetic Plastic Surgery	45 Lyme Road, Hanover, NH 03755-1219	NH	1995-09	$1,836,454
9	International Telecommunications Society	33 Alpine Dr, Gilford, NH 03249-6704	NH	1992-04	$55,015
10	Intown Manchester Management Inc	1000 Elm Street, Manchester, NH 03101-1730	NH	1999-10	$361,635
11	Ira A Coleman Trust U-W	PO BOX 477, Concord, NH 03302-0477	NH	1978-08	$124,048
12	Ironwood Foundation Inc	264 River Rd, Lyme, NH 03768-3007	NH	1980-02	$112,711
13	Irrigation Association Of New England Inc	45 Lafayette Rd, North Hampton, NH 03862-2451	NH	2006-12	$49,500
14	Irving And Bernice Singer Family Foundation	PO BOX 16415, Hooksett, NH 03106-6415	NH	1991-09	$385,448
15	Isabel R Blodgett Memorial Fund	PO BOX 477, Concord, NH 03302-0477	NH	1995-04	$23,154
16	Island Marina Association	26 Minge Cv, Alton Bay, NH 03810-9700	NH	1990-10	$152,303
17	Isle Of Shoals Association Inc Unitarian Universalist	PO BOX 1409, Portsmouth, NH 03802-1409	NH	2001-04	$147,214
18	Issi Corporate Golf Challenge	PO BOX 67, Berlin, NH 03570-0067	NH	2001-05	$13,401
19	J Charles Pelissier Testamentary Trust 6-140	PO BOX 477, Concord, NH 03302-0477	NH	1951-02	$76,477
20	J Henry Hanhisalo Charitable Trust, Coolidge Clyde R Etal Ttees	90 N Main St, Concord, NH 03301-4915	NH	1997-01	$105,761

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