Ira A Coleman Trust U-W 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
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:
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 | $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 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
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 |
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 | 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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