Marion C Smyth Trust Estate Uw in Manchester, 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
Marion C Smyth Trust Estate Uw | |
Employer Identification Number (EIN) | 026005793 |
Name of Organization | Marion C Smyth Trust Estate Uw |
In Care of Name | Charles S Goodwin |
Address | 1001 Elm Street, Manchester, NH 03101-1828 |
Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
Ruling Date | 08/1973 |
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 | $1,000,000 to $4,999,999 |
Income | $5,000,000 to $9,999,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $3,846,101 |
Amount of Income | $6,479,050 |
Form 990 Revenue Amount | $266,387 |
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 | $299,926 | $299,926 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $100 | |||
Dividends and interest from securities | $141,419 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $12,000 | |||
Other | $146,407 | |||
Total expenses and disbursements | $351,462 | $52,798 | $0 | $293,624 |
Compensation of officers, directors, trustees, etc. | $15,943 | |||
Total operating and administrative expenses | $94,034 | $52,798 | $36,196 | |
Contributions, gifts, grants paid | $257,428 | |||
Excess of revenue over expenses and disbursements | $-51,536 | |||
Net investment income | $247,128 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $3,926,630 | $1,166,279 |
Cash - non-interest-bearing | $19,749 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $576,536 | |
Investments-corporate bonds | $575,000 | |
Investments-mortgage loans | $0 | |
Investments-other | $2,184,360 | |
Other | $570,985 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $3,926,630 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $146,407 |
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 | $2,471 |
Total credits and payments | $5,787 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $5,787 |
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 | $3,316 |
Amount to be credited to 2013 estimated tax | $3,316 |
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? | Yes |
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 | $3,876,275 |
Net value of noncharitable-use assets | $3,818,140 |
Minimum investment return | $190,907 |
Distributable Amount (for 2012) | |
Distributable amount | $188,436 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $188,436 |
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 | Manchineel Chutney Theater Inc | 32 Lexington St, Dover, NH 03820-3604 | NH | 1997-06 | $500 |
2 | Manufacturing Extension Partnership Of New Hampshire Inc, Nhmep | 172 Pembroke Road, Concord, NH 03301-5791 | NH | 1998-07 | $950,791 |
3 | Maple Hill Community | PO BOX 264, Hancock, NH 03449-0264 | NH | 1998-03 | $134,636 |
4 | Maplewood Cemetery | PO BOX 246, Plaistow, NH 03865-0246 | NH | 2006-10 | $7,570 |
5 | Maps Counseling Services | 19 Federal St, Keene, NH 03431-3632 | NH | 1974-04 | $754,961 |
6 | Marcels Way | Po Box 392, New Boston, NH 03070 | NH | 2004-03 | $54,404 |
7 | Margret And H A Rey Center Inc | PO BOX 286, Watervl Vly, NH 03215-0286 | NH | 2003-06 | $235,533 |
8 | Marguerites Place Inc | 87 Palm St, Nashua, NH 03060-3828 | NH | 1994-03 | $1,563,995 |
9 | Marie Ledoux Foundation | PO BOX 327, Hollis, NH 03049-0327 | NH | 1995-02 | $5,008 |
10 | Marion C Cohen Trust | PO BOX 477, Concord, NH 03302-0477 | NH | 1983-10 | $50,954 |
11 | Marion C Smyth Trust Estate Uw | 1001 Elm Street, Manchester, NH 03101-1828 | NH | 1973-08 | $6,479,050 |
12 | Marion Gerrish Community Center Inc | 39 W Broadway, Derry, NH 03038-2305 | NH | 1981-11 | $1,126,945 |
13 | Mark H Wentworth Home For Chronic Invalids | 346 Pleasant St, Portsmouth, NH 03801-4536 | NH | 1943-06 | $15,160,178 |
14 | Market Square Steeple Fund | Po Box 418, Portsmouth, NH 03801 | NH | 2006-01 | $1,578 |
15 | Marl-Harris First Aid And Emergency Squad Inc | PO BOX 399, Marlborough, NH 03455-0399 | NH | 2007-01 | $79,699 |
16 | Marquis Musical Pre-Kindergarten | 335 Smyth Rd, Manchester, NH 03104-3465 | NH | 1973-08 | $33,882 |
17 | Marshall L And Barbara A Tobins Family Charitable Foundation | 98 Spit Brook Rd Ste 101, Nashua, NH 03062-5737 | NH | 2001-02 | $321,622 |
18 | Martial Arts For Everyone | Po Box 336 / 91 Chester Road, Auburn, NH 03032 | NH | 2005-11 | $0 |
19 | Martin Charity Fund | PO BOX 1739, Wolfeboro, NH 03894-1739 | NH | 1942-11 | $18,518 |
20 | Martin I Elkin And Pauline G Elkin Charitable Tr | PO BOX 2049, New Castle, NH 03854-2049 | NH | 1991-10 | $78,237 |
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