Otto T Johnson Trust Uw 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
- Other organizations in New Hampshire
Otto T Johnson Trust Uw | |
Employer Identification Number (EIN) | 036016815 |
Name of Organization | Otto T Johnson Trust Uw |
In Care of Name | Td Bank Na Ttee Fiduciary Tx Dept |
Address | PO BOX 477, Concord, NH 03302-0477 |
Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
Foundation | All organizations except 501(c)(3) |
Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
Tax Period | 12/2014 |
Assets | $100,000 to $499,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $145,287 |
Amount of Income | $35,020 |
Form 990 Revenue Amount | $7,672 |
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 | $6,008 | $6,008 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $3,638 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $2,370 | |||
Total expenses and disbursements | $7,051 | $3,787 | $0 | $3,226 |
Compensation of officers, directors, trustees, etc. | $3,145 | |||
Total operating and administrative expenses | $3,825 | $3,787 | $0 | |
Contributions, gifts, grants paid | $3,226 | |||
Excess of revenue over expenses and disbursements | $-1,043 | |||
Net investment income | $2,221 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $150,949 | $156,411 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $81,360 | |
Investments-corporate bonds | $62,525 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $7,064 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $150,949 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $2,370 |
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 | $44 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $44 |
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 | $153,814 |
Net value of noncharitable-use assets | $151,500 |
Minimum investment return | $7,575 |
Distributable Amount (for 2012) | |
Distributable amount | $7,531 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $7,531 |
Undistributed income for 2012. This amount must be distributed in 2013 | $2,878 |
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 | Piscataqua Maritime Commission Inc | PO BOX 545, Portsmouth, NH 03802-0545 | NH | 1998-10 | $61,397 |
2 | Piscataqua River Cooperative Inc | 165 Gosling Rd, Newington, NH 03801-3328 | NH | 1994-06 | $156,500 |
3 | Piscataquog Land Conservancy | 5a Mill St, New Boston, NH 03070-3825 | NH | 1970-11 | $321,981 |
4 | Pittsburg Ridge Runners Snowmobile Club Inc | 17 Dickson Ln, Pittsburg, NH 03592-5468 | NH | 1998-06 | $474,550 |
5 | Pittsfield Center Development Corporation | PO BOX 253, Pittsfield, NH 03263-0253 | NH | 1983-05 | $98,392 |
6 | Pittsfield Historical Society | 13 Elm St, Pittsfield, NH 03263-3305 | NH | 1972-08 | $13,705 |
7 | Pittsfield Players | PO BOX 177, Pittsfield, NH 03263-0177 | NH | 2014-12 | $36,077 |
8 | Pittsfield Youth Baseball Inc | PO BOX 112, Pittsfield, NH 03263-0112 | NH | 2015-03 | $60,010 |
9 | Pittsfield Youth Workshop | PO BOX 206, Pittsfield, NH 03263-0206 | NH | 1989-08 | $219,518 |
10 | Place To Go Inc | PO BOX 253, Peterborough, NH 03458-0253 | NH | 1992-07 | $73,366 |
11 | Otto T Johnson Trust Uw | PO BOX 477, Concord, NH 03302-0477 | NH | $35,020 | |
12 | Perrault Family Trust, Stratevest Group N A Ttee | PO BOX 477, Concord, NH 03302-0477 | NH | 1996-11 | $101,960 |
13 | Pptr Ii Foundation Inc | PO BOX 723, Holderness, NH 03245-0723 | NH | 2000-03 | $131,467 |
14 | Project Rennwish Inc | 149 Cutts Street, Portsmouth, NH 03801 | NH | 2007-06 | $17,747 |
15 | Plainfield Historical Society | PO BOX 107, Plainfield, NH 03781 | NH | 1980-01 | $3,514 |
16 | Pop Warner Little Scholars Inc, Triton Pop Warner | PO BOX 2278, Seabrook, NH 03874-2278 | NH | 1990-02 | $48,436 |
17 | Prescott Conservancy Inc | 928 White Oaks Rd, Laconia, NH 03246-1942 | NH | 1997-09 | $524,988 |
18 | Publicity Club Of New England Inc | 131 Dw Hwy, Nashua, NH 03060-5224 | NH | 1991-12 | $107,078 |
19 | Plaistow Historical Society Inc | PO BOX 434, Plaistow, NH 03865-0434 | NH | 1974-12 | $2,853 |
20 | Play Among The Stars Theatre Group Inc | PO BOX 2222, Salem, NH 03079-1154 | NH | 2000-05 | $105,299 |
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