Mary R Martin Testamentary 2 in Wolfeboro, 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
Mary R Martin Testamentary 2 | |
Employer Identification Number (EIN) | 026009374 |
Name of Organization | Mary R Martin Testamentary 2 |
In Care of Name | G Thomas Bickford |
Address | PO BOX 1739, Wolfeboro, NH 03894-1739 |
Activities | Other school related activities |
Subsection | Educational Organization |
Ruling Date | 12/1952 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $500,000 to $999,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $536,218 |
Amount of Income | $80,535 |
Form 990 Revenue Amount | $20,740 |
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 | $71,069 | $71,069 | $11,570 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $657 | |||
Dividends and interest from securities | $10,913 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $59,499 | |||
Total expenses and disbursements | $18,105 | $11,319 | $0 | $6,646 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $11,459 | $11,319 | $0 | |
Contributions, gifts, grants paid | $6,646 | |||
Excess of revenue over expenses and disbursements | $52,964 | |||
Net investment income | $59,750 | |||
Adjusted net income | $11,570 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $541,753 | $545,490 |
Cash - non-interest-bearing | $5,381 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $536,372 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $541,753 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $59,499 |
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 | $1,195 |
Total credits and payments | $246 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $46 |
Exempt foreign organizations-tax withheld at source | $0 |
Tax paid with application for extension of time to file (Form 8868) | $200 |
Backup withholding erroneously withheld | $0 |
Any penalty for underpayment of estimated tax | $2 |
Tax due | $951 |
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? | Yes |
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 | $539,105 |
Net value of noncharitable-use assets | $531,020 |
Minimum investment return | $26,551 |
Distributable Amount (for 2012) | |
Distributable amount | $25,356 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $25,356 |
Undistributed income for 2012. This amount must be distributed in 2013 | $25,356 |
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 | Martial Arts For Everyone | Po Box 336 / 91 Chester Road, Auburn, NH 03032 | NH | 2005-11 | $0 |
2 | Martin Charity Fund | PO BOX 1739, Wolfeboro, NH 03894-1739 | NH | 1942-11 | $18,518 |
3 | Martin I Elkin And Pauline G Elkin Charitable Tr | PO BOX 2049, New Castle, NH 03854-2049 | NH | 1991-10 | $78,237 |
4 | Martin J Coronis Educational Fund | 9 Woodward Rd, Merrimack, NH 03054-2334 | NH | 1969-09 | $548 |
5 | Martin John Lafoley Foundation, Lafoley Michael J Co-Tee | PO BOX 1763, Meredith, NH 03253-1763 | NH | 1993-02 | $66,699 |
6 | Martin Salomon Morton And Gustel Schreiber Morton Foundation | PO BOX 245, New London, NH 03257-0245 | NH | 1998-04 | $144,023 |
7 | Mary & Christopher Rodgers Foundation Whippoorwill Financial | 10 Grove Ct, Exeter, NH 03833-2711 | NH | 1982-08 | $34,300 |
8 | Mary A Sweeney Home | 50 E Pearl St, Nashua, NH 03060-3439 | NH | 1975-02 | $2,887,345 |
9 | Mary And John Elliot Charitable Foundation | 1070 Holt Ave Unit 1 Ste 2100, Manchester, NH 03109-5603 | NH | 2001-06 | $2,728,226 |
10 | Mary E Elliot Trust | 93 Woodland Dr, Contoocook, NH 03229-2533 | NH | 1972-06 | $72,005 |
11 | Mary R Martin Testamentary 2 | PO BOX 1739, Wolfeboro, NH 03894-1739 | NH | 1952-12 | $80,535 |
12 | Mary R Martin Trust 1 | PO BOX 1739, Wolfeboro, NH 03894-1739 | NH | 1952-12 | $32,362 |
13 | Mascoma Cooperative Preschool | PO BOX 219, Enfield, NH 03748-0219 | NH | 1986-02 | $55,241 |
14 | Mascoma Savings Bank Foundation | 67 N Park St, Lebanon, NH 03766-1317 | NH | 1987-08 | $5,857,016 |
15 | Mascoma Valley Health Initiative | PO BOX 102, Concord, NH 03302-0102 | NH | 2003-10 | $84,199 |
16 | Masonic Building Association | 196 Main St Ste 16, Nashua, NH 03060-2914 | NH | 1946-07 | $188,951 |
17 | Mass Association Of Residential Care Homes Inc, M A R C H | 50 Nashua Rd, Londonderry, NH 03053-3400 | NH | 1994-03 | $9,450 |
18 | Massabesic Yacht Club | Po Box 801, Manchester, NH 03105 | NH | 1989-05 | $0 |
19 | Mastricola Elementary School | 7 School Street, Merrimack, NH 03054 | NH | 1999-10 | $45,583 |
20 | Max York Educational Foundation | 15 Preble St, Groveton, NH 03582-4135 | NH | 1988-05 | $162,211 |
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