Lizzie J Cheney Charitable Trust 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
Lizzie J Cheney Charitable Trust | |
Employer Identification Number (EIN) | 026005425 |
Name of Organization | Lizzie J Cheney Charitable Trust |
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 | 10/1971 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2014 |
Assets | $100,000 to $499,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $108,941 |
Amount of Income | $29,213 |
Form 990 Revenue Amount | $6,340 |
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 | $4,430 | $4,430 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $2,847 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $1,583 | |||
Total expenses and disbursements | $9,063 | $3,744 | $0 | $5,260 |
Compensation of officers, directors, trustees, etc. | $2,867 | |||
Total operating and administrative expenses | $3,803 | $3,744 | $0 | |
Contributions, gifts, grants paid | $5,260 | |||
Excess of revenue over expenses and disbursements | $-4,633 | |||
Net investment income | $686 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $116,244 | $120,850 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $62,195 | |
Investments-corporate bonds | $47,891 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $6,158 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $116,244 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $1,583 |
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 | $14 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $14 |
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 | $121,068 |
Net value of noncharitable-use assets | $119,260 |
Minimum investment return | $5,963 |
Distributable Amount (for 2012) | |
Distributable amount | $5,949 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $5,949 |
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 | Littleton Chamber Of Commerce | PO BOX 105, Littleton, NH 03561-0105 | NH | 1988-12 | $156,743 |
2 | Littleton Community Center | 120 Main St, Littleton, NH 03561-4074 | NH | 1949-04 | $174,252 |
3 | Littleton Industrial Development Corporation | PO BOX 746, Littleton, NH 03561-0746 | NH | 1976-12 | $140,368 |
4 | Littleton Main Street Inc | 15 Main Street P O Box 221, Littleton, NH 03561 | NH | 1997-07 | $6,807 |
5 | Littleton Museum Of Fine Art Inc | PO BOX 439, Littleton, NH 03561-0439 | NH | 2005-10 | $1 |
6 | Littleton Regional Healthcare Charitable Foundation | 600 Saint Johnsbury Rd, Littleton, NH 03561-3442 | NH | 2003-10 | $1,593,222 |
7 | Littleton Rotary Charitable Fund Inc | PO BOX 785, Littleton, NH 03561-0785 | NH | 2005-03 | $30,069 |
8 | Live And Let Live Farm Inc | 20 Paradise Ln, Chichester, NH 03258-6115 | NH | 2003-02 | $310,800 |
9 | Live Free Or Die Alliance | One Liberty Lane, Hampton, NH 03842 | NH | 2009-05 | $291,992 |
10 | Livermore Community Association Inc, Attn Treasurer | 5 Union St, Milford, NH 03055-4840 | NH | 1976-06 | $60,962 |
11 | Lizzie J Cheney Charitable Trust | PO BOX 477, Concord, NH 03302-0477 | NH | 1971-10 | $29,213 |
12 | Lloyd Family Foundation Inc | 6 Mary E Clark Dr Ste 6, Hampstead, NH 03841-2288 | NH | 1993-12 | $12,280 |
13 | Local 490 Labor Management Cooperation Tr, Cash Kevin E Ttee | 48 Airport Rd, Concord, NH 03301-5307 | NH | 1999-10 | $306,685 |
14 | Lois G Roy Dickerman Charitable Foundation | 111 Amherst St, Manchester, NH 03101-1809 | NH | 1997-11 | $52 |
15 | Loki Clan Wolf Refuge | PO BOX 2094, Conway, NH 03818-2094 | NH | 1995-05 | $46,179 |
16 | Londdonderry Rotary Scholarship Fund Inc, Fred Ball Memorial Scholarship Fund | 50 Nashua Road, Londonderry, NH 03053-3400 | NH | 1998-05 | $11,915 |
17 | Londonderry Athletic & Field Assoc | PO BOX 78, Londonderry, NH 03053-0078 | NH | 1965-03 | $206,251 |
18 | Londonderry Basketball Club | PO BOX 261, Londonderry, NH 03053-0261 | NH | 1998-04 | $72,053 |
19 | Londonderry Blue Lions Cheerleading Organization | 5 Robin Hood Dr, Londonderry, NH 03053-4022 | NH | 2006-09 | $23,478 |
20 | Londonderry Express Soccer Assoc | PO BOX 1334, Londonderry, NH 03053-1334 | NH | 1998-04 | $77,325 |
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