Mary E Elliot Trust in Contoocook, New Hampshire (NH)

Mary E Elliot Trust
Employer Identification Number (EIN)	026010880
Name of Organization	Mary E Elliot Trust
In Care of Name	Anthony R Walker
Address	93 Woodland Dr, Contoocook, NH 03229-2533
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	06/1972
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	$343,021
Amount of Income	$72,005
Form 990 Revenue Amount	$14,095

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	$20,415	$20,410	$18,222
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$5,126
Dividends and interest from securities	$13,091
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$5
Other	$2,193
Total expenses and disbursements	$32,167	$3,067	$3,067	$31,853
Compensation of officers, directors, trustees, etc.	$400
Total operating and administrative expenses	$5,642	$3,067		$5,328
Contributions, gifts, grants paid	$26,525
Excess of revenue over expenses and disbursements	$-11,752
Net investment income		$17,343
Adjusted net income			$15,155

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$355,501	$637,253
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$252,806
Investments-corporate bonds	$97,763
Investments-mortgage loans	$0
Investments-other	$0
Other	$4,932
Total liabilities	$1
Mortgages and other notes payable	$0
Other	$1
Total liabilities and net assets/fund balances	$355,501

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$2,193
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	$347
Total credits and payments	$0
Any penalty for underpayment of estimated tax	$0
Tax due	$347
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	$622,646
Net value of noncharitable-use assets	$613,300
Minimum investment return	$30,665

Distributable Amount (for 2012)
Distributable amount	$30,318

Undistributed Income (for 2012)
Distributable amount for 2012	$30,318
Undistributed income for 2012. This amount must be distributed in 2013	$27,524

	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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8	Mary & Christopher Rodgers Foundation Whippoorwill Financial	10 Grove Ct, Exeter, NH 03833-2711	NH	1982-08	$34,300
9	Mary A Sweeney Home	50 E Pearl St, Nashua, NH 03060-3439	NH	1975-02	$2,887,345
10	Mary And John Elliot Charitable Foundation	1070 Holt Ave Unit 1 Ste 2100, Manchester, NH 03109-5603	NH	2001-06	$2,728,226
11	Mary E Elliot Trust	93 Woodland Dr, Contoocook, NH 03229-2533	NH	1972-06	$72,005
12	Mary R Martin Testamentary 2	PO BOX 1739, Wolfeboro, NH 03894-1739	NH	1952-12	$80,535
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18	Mass Association Of Residential Care Homes Inc, M A R C H	50 Nashua Rd, Londonderry, NH 03053-3400	NH	1994-03	$9,450
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20	Mastricola Elementary School	7 School Street, Merrimack, NH 03054	NH	1999-10	$45,583

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