Merrifield Woodis Irrv Trust Ua 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
- Organizations performing similar types of work
| Merrifield Woodis Irrv Trust Ua | |
| Employer Identification Number (EIN) | 026077231 |
| Name of Organization | Merrifield Woodis Irrv Trust Ua |
| In Care of Name | Td Bank Na Ttee Fiduciary Tx Dept |
| Address | PO BOX 477, Concord, NH 03302-0477 |
| Subsection | Charitable Organization |
| Ruling Date | 04/2002 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,226,968 |
| Amount of Income | $538,462 |
| Form 990 Revenue Amount | $136,561 |
| National Taxonomy of Exempt Entities (NTEE) | Health - General and Rehabilitative: Single Organization Support |
Non-representatives - add comments:
Amount of income in 2014: $538,462 (it was $726,915 in 2012)
| Merrifield Woodis Irrv Trust Ua: | $538,462 |
| Other organizations performing similar types of work: | $323,574 |
Assets in 2014: $2,226,968 (it was $2,090,562 in 2012)
| This organization: | $2,226,968 |
| Other organizations performing similar types of work: | $489,325 |
Expenses in 2012: $136,893
| Merrifield Woodis Irrv Trust Ua: | $136,893 |
| Other organizations performing similar types of work: | $138,435 |
Income to expenses ratio in 2012: 3.9
| This organization: | 3.9 |
| Other organizations performing similar types of work: | 0.4 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 0.8% |
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 | $60,876 | $63,014 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $63,014 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $136,893 | $23,678 | $0 | $112,951 |
| Compensation of officers, directors, trustees, etc. | $22,541 | |||
| Total operating and administrative expenses | $23,942 | $23,678 | $0 | |
| Contributions, gifts, grants paid | $112,951 | |||
| Excess of revenue over expenses and disbursements | $-76,017 | |||
| Net investment income | $39,336 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,090,562 | $2,300,950 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $531,415 | |
| Investments-corporate stock | $1,101,308 | |
| Investments-corporate bonds | $438,287 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $19,552 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $2,090,562 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-2,138 |
| 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 | $393 |
| Total credits and payments | $1,128 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,128 |
| 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 | $735 |
| Amount to be credited to 2013 estimated tax | $396 |
| 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 | $2,303,899 |
| Net value of noncharitable-use assets | $2,269,340 |
| Minimum investment return | $113,467 |
| Distributable Amount (for 2012) | |
| Distributable amount | $113,074 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $113,074 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Svh Supportco | 406 Botulph Ln Ste 2, Santa Fe, NM 87505-6971 | NM | 2009-03 | $28,879,096 |
| 2 | Gothic Hsp Corporation | 280 S Mangum St Ste 210, Durham, NC 27701-3675 | NC | 2010-03 | $421,493,502 |
| 3 | Living Well Foundation | PO BOX 2773, West Monroe, LA 71294-2773 | LA | 2007-06 | $129,316,646 |
| 4 | Tarrant County Indigent Carecorporation | 612 E Lamar Blvd No 6th Fl, Arlington, TX 76011-4121 | TX | 2009-09 | $58,649,726 |
| 5 | Forsyth Dental Infirmary Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 2015-04 | $54,647,193 |
| 6 | Broadline Risk Retention Group Inc | 100 Bank St Ste 610, Burlington, VT 05401-4946 | VT | 2014-03 | $37,684,044 |
| 7 | Santa Rosa Childrens Hospital Endowment Fund | 343 W Houston Street Suite 505, San Antonio, TX 78205 | TX | 2010-07 | $27,733,437 |
| 8 | Trinity Health Foundation Of East Tennessee | 625 Market St Ste 400, Knoxville, TN 37902-2244 | TN | 2012-08 | $25,526,039 |
| 9 | Heart Of Texas Healthcare System | 2008 Nine Rd, Brady, TX 76825-7210 | TX | 2011-08 | $21,228,814 |
| 10 | Willamette Valley Insurance Corporation | 745 Fort St Ste 800, Honolulu, HI 96813-3800 | HI | 2006-10 | $20,518,151 |
| 11 | Concord Hospital Trust | 250 Pleasant St, Concord, NH 03301-7539 | NH | 2008-09 | $18,825,397 |
| 12 | Merrifield Woodis Irrv Trust Ua | PO BOX 477, Concord, NH 03302-0477 | NH | 2002-04 | $538,462 |
| 13 | Mid State Mental Health Foundationinc | 111 Church St, Laconia, NH 03246-3432 | NH | 2007-07 | $105,026 |
| 14 | Lrghealthcare Workers Compensation Trust | 62 Pleasant St, Laconia, NH 03246-3420 | NH | 1994-05 | $39,652 |
| 15 | Franklin Regional Hospital Auxiliary | 15 Aiken Ave, Franklin, NH 03235-1259 | NH | 1999-02 | $33,166 |
| 16 | Harry D Doerr Tr Fbo Newcomb Hospital Fund | PO BOX 477, Concord, NH 03302-0477 | NH | 2010-01 | $22,264 |
| 17 | American Bed Registry | 140 Hurricane Rd, Keene, NH 03431 | NH | 2014-09 | $0 |
| 18 | Clowns At Heart American Friends Of Simchat Halev-Medical Clowns Of Is | 11 Crestview Rd, Manchester, NH 03104-1804 | NH | 2006-07 | $0 |
| 19 | Memorial Hospital Foundation At North Conway Inc | 3073 White Mountain Hwy, North Conway, NH 03860-7101 | NH | 2013-07 | $0 |
| 20 | Wentworth-Douglass Health System | 789 Central Ave, Dover, NH 03820-2526 | NH | 2013-03 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 945 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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