Oscar J George Trust in Laconia, 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
| Oscar J George Trust | |
| Employer Identification Number (EIN) | 046242439 |
| Name of Organization | Oscar J George Trust |
| In Care of Name | Bank Of New Hampshire |
| Address | 62 Pleasant St, Laconia, NH 03246-3420 |
| 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 | 10/1972 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 08/2014 |
| 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 | $2,080,203 |
| Amount of Income | $706,579 |
| Form 990 Revenue Amount | $91,305 |
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 | $87,130 | $86,630 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $71,320 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $500 | |||
| Other | $15,310 | |||
| Total expenses and disbursements | $124,287 | $21,892 | $0 | $101,856 |
| Compensation of officers, directors, trustees, etc. | $20,892 | |||
| Total operating and administrative expenses | $22,431 | $21,892 | $0 | |
| Contributions, gifts, grants paid | $101,856 | |||
| Excess of revenue over expenses and disbursements | $-37,157 | |||
| Net investment income | $64,738 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,073,214 | $2,213,531 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $30,038 | |
| Investments-corporate stock | $1,410,754 | |
| Investments-corporate bonds | $529,153 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $103,269 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,073,214 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $15,310 |
| 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 | $1,295 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $30 |
| Tax due | $1,325 |
| 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 | $2,193,445 |
| Net value of noncharitable-use assets | $2,160,540 |
| Minimum investment return | $108,027 |
| Distributable Amount (for 2012) | |
| Distributable amount | $106,732 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $106,732 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $106,730 |
| 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 | Olive Keffer Tr Uw Smith College | PO BOX 477, Concord, NH 03302-0477 | NH | 1996-05 | $136,325 |
| 2 | Payne Family Foundation | PO BOX 356, Elkins, NH 03233-0356 | NH | 1997-02 | $123,699 |
| 3 | Penikese Island School Inc | 227 Nh Route 10, Orford, NH 03777 | NH | 1973-08 | $167,117 |
| 4 | Pierce Family Foundation, Pierce Laurence A Et Al Ttee | 126 Water St, Marlborough, NH 03455-2152 | NH | 1998-05 | $8 |
| 5 | Orford Social Library | PO BOX 959, Orford, NH 03777 | NH | 1945-05 | $64,086 |
| 6 | Organization Of Concerned Priests, Organization Of Concerned Pries | 377 Wilson St, Manchester, NH 03103-4915 | NH | 2007-05 | $4,298 |
| 7 | Organization Of Day Care Providers | 835 Hanover St Ste 205, Manchester, NH 03104-5401 | NH | 1980-07 | $459,785 |
| 8 | Oriental Healing Arts Association | 298 Main Street, Plaistow, NH 03865 | NH | 2006-10 | $0 |
| 9 | Orion House Inc | PO BOX 25, Newport, NH 03773-0025 | NH | 1978-09 | $926,963 |
| 10 | Osa Ventures Inc | PO BOX 923, Hampton, NH 03843-0923 | NH | 1997-01 | $415,755 |
| 11 | Oscar J George Trust | 62 Pleasant St, Laconia, NH 03246-3420 | NH | 1972-10 | $706,579 |
| 12 | Ossipee Childrens Fund Inc | PO BOX 685, Ctr Ossipee, NH 03814-0685 | NH | 1993-05 | $74,645 |
| 13 | Ossipee Concerned Citizens Inc | PO BOX 426, Ctr Ossipee, NH 03814-0426 | NH | 1975-07 | $808,774 |
| 14 | Ossipee Cornerstone Christian Academy Inc, Cornerstone Christian Academy | 129 Route 28 Mountainside, Ossipee, NH 03864 | NH | 2000-05 | $781,119 |
| 15 | Ossipee Historical Society | Po Box 245, Ctr Ossipee, NH 03864 | NH | 1967-09 | $0 |
| 16 | Ossipee Revitalization Group | PO BOX 66, Ctr Ossipee, NH 03814-0066 | NH | 2014-09 | $28,380 |
| 17 | Outreach House Inc | 11 S Park St, Hanover, NH 03755-2120 | NH | 1992-12 | $311,144 |
| 18 | Oxford League Inc | One Liberty Lane East Ste 100, Hampton, NH 03842-1809 | NH | 1997-03 | $1,257,156 |
| 19 | Oyster River Players Inc | 7 Jacob Lane, Lee, NH 03861 | NH | 1999-07 | $44,344 |
| 20 | Oyster River Youth Association | 2 Dover Rd, Durham, NH 03824-2813 | NH | 1994-07 | $496,730 |
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