Mabelle S Hayden Trust, Stratevest Group Na 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
Mabelle S Hayden Trust, Stratevest Group Na | |
Employer Identification Number (EIN) | 036018790 |
Name of Organization | Mabelle S Hayden Trust |
Secondary Name | Stratevest Group Na |
In Care of Name | Fiduciary Tax 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 | 12/2013 |
Assets | $100,000 to $499,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $171,614 |
Amount of Income | $50,013 |
Form 990 Revenue Amount | $9,825 |
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 | $7,427 | $7,044 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $4,337 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $383 | |||
Other | $2,707 | |||
Total expenses and disbursements | $13,405 | $2,852 | $0 | $10,552 |
Compensation of officers, directors, trustees, etc. | $3,609 | |||
Total operating and administrative expenses | $4,258 | $2,852 | $1,405 | |
Contributions, gifts, grants paid | $9,147 | |||
Excess of revenue over expenses and disbursements | $-5,978 | |||
Net investment income | $4,192 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $178,823 | $185,204 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $170,621 | |
Other | $8,202 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $178,823 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $2,707 |
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 | $42 |
Total credits and payments | $72 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $72 |
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 | $30 |
Amount to be credited to 2013 estimated tax | $30 |
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 | $184,556 |
Net value of noncharitable-use assets | $181,780 |
Minimum investment return | $9,089 |
Distributable Amount (for 2012) | |
Distributable amount | $9,047 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $9,047 |
Undistributed income for 2012. This amount must be distributed in 2013 | $1,818 |
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 | First Pres Church Hf | PO BOX 477, Concord, NH 03302-0477 | NH | $87,134 | |
2 | Foulds Mem Lab Tr | PO BOX 477, Concord, NH 03302-0477 | NH | $93,862 | |
3 | Freedom Village Store | PO BOX 167, Freedom, NH 03836-0167 | NH | 2012-03 | $76,845 |
4 | Full Gospel Business Mens Fellowship In America | 264 Dover Point Road, Dover, NH 03820 | NH | 2006-12 | $96 |
5 | Greater Barrington Chamber Of Commerce | PO BOX 363, Barrington, NH 03825-0363 | NH | 1996-01 | $67,731 |
6 | Helen Foulds Tr | PO BOX 477, Concord, NH 03302-0477 | NH | $56,980 | |
7 | Hooksett Chamber Of Commerce | Po Box 16261, Hooksett, NH 03106 | NH | 2012-11 | $8,722 |
8 | International Association Of Lions Clubs | Po Box 41, Hinsdale, NH 03451-0041 | NH | 1971-04 | $12,357 |
9 | International Association Of Lions Clubs, 65505 Brookline | PO BOX 496, Brookline, NH 03033-0496 | NH | 1940-12 | $22,083 |
10 | Jasper Valley Swim & Tennis Club, Inc | PO BOX 452, Amherst, NH 03031-0452 | NH | 2013-01 | $150,415 |
11 | Mabelle S Hayden Trust, Stratevest Group Na | PO BOX 477, Concord, NH 03302-0477 | NH | $50,013 | |
12 | New Hampshire Association Of Naturopathic Doctors Inc | PO BOX 10092, Concord, NH 03301-0092 | NH | 2012-09 | $71,098 |
13 | New Hampshire Building Officials Association | 53 Regional Dr, Concord, NH 03301-8500 | NH | 2012-04 | $46,589 |
14 | New Hampshire Individual Health Plan Benefit Association | 1 Pillsbury St, Concord, NH 03301-3556 | NH | 2004-06 | $53,278,732 |
15 | New Hampshire Ski Club | PO BOX 6072, Manchester, NH 03108-6072 | NH | 2011-09 | $160,195 |
16 | Nh Sea Building Corporation | 207 North Main Street, Concord, NH 03301 | NH | 2012-05 | $61,564 |
17 | Physician Assistant Academy Of Vermont Inc | 45 Lyme Rd Ste 304, Hanover, NH 03755-1223 | NH | 2012-06 | $94,694 |
18 | Road Runners Club Of America | P O Box 63, Peterborough, NH 03458 | NH | 1976-03 | $1,636 |
19 | Rotary International, Greater Salem Rotary Club | PO BOX 2461, Salem, NH 03079-1155 | NH | 1942-09 | $57,422 |
20 | Umbagog Atv Club | PO BOX 71, Errol, NH 03579-0071 | NH | 2011-09 | $25,544 |
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