Roger R Thompson & Theresa S Endowment Fund Fbo Local Charity, Doleac Charles B Ttee in Portsmouth, 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
| Roger R Thompson & Theresa S Endowment Fund Fbo Local Charity, Doleac Charles B Ttee | |
| Employer Identification Number (EIN) | 026123968 |
| Name of Organization | Roger R Thompson & Theresa S Endowment Fund Fbo Local Charity |
| Secondary Name | Doleac Charles B Ttee |
| Address | 82 Court St, Portsmouth, NH 03801-4414 |
| Subsection | Charitable Organization |
| Ruling Date | 01/2002 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| 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 | $1,591,367 |
| Amount of Income | $900,925 |
| Form 990 Revenue Amount | $110,984 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2014: $900,925 (it was $323,080 in 2012)
| This organization: | $900,925 |
| Other organizations performing similar types of work: | $80,856 |
Assets in 2014: $1,591,367 (it was $1,347,878 in 2012)
| This organization: | $1,591,367 |
| Other organizations performing similar types of work: | $314,589 |
Expenses in 2012: $105,337
| Roger R Thompson & Theresa S Endowment Fund Fbo Local Charity, Doleac Charles B Ttee: | $105,337 |
| Other organizations performing similar types of work: | $41,010 |
Income to expenses ratio in 2012: 8.6
| This organization: | 8.6 |
| Other organizations performing similar types of work: | 2.1 |
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 | $46,947 | $48,148 | $48,148 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $48,147 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $105,337 | $11,536 | $11,536 | $93,801 |
| Compensation of officers, directors, trustees, etc. | $7,650 | |||
| Total operating and administrative expenses | $23,747 | $11,536 | $12,211 | |
| Contributions, gifts, grants paid | $81,590 | |||
| Excess of revenue over expenses and disbursements | $-58,390 | |||
| Net investment income | $36,612 | |||
| Adjusted net income | $36,612 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,347,878 | $1,587,865 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $417,139 | |
| Investments-corporate stock | $871,284 | |
| Investments-corporate bonds | $25,378 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $34,077 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,347,878 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-1,201 |
| 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 | $732 |
| Total credits and payments | $1,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,000 |
| 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 | $268 |
| Amount to be credited to 2013 estimated tax | $268 |
| 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 | $1,632,078 |
| Net value of noncharitable-use assets | $1,607,600 |
| Minimum investment return | $80,380 |
| Distributable Amount (for 2012) | |
| Distributable amount | $79,648 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $79,648 |
| 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 | The Long Foundation | Co Laurie Dahle, Atlanta, GA 30326 | GA | 2000-08 | $5,506,815 |
| 2 | Pritchett Foundation | 45 S Peak, Laguna Niguel, CA 92677-2903 | CA | 2009-04 | $3,747,045 |
| 3 | Emma Barnsley Foundation Ua Viii Of The Will Of Emma Elizabeth Barns | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 2009-09 | $1,072,443 |
| 4 | Wolf Family Foundation | 1637 60th St, Brooklyn, NY 11204-2139 | NY | 2007-08 | $1,045,075 |
| 5 | Roger R Thompson & Theresa S Endowment Fund Fbo Local Charity, Doleac Charles B Ttee | 82 Court St, Portsmouth, NH 03801-4414 | NH | 2002-01 | $900,925 |
| 6 | Shin Creek Tr, Paul D Barnett Ttee | 68 East 86th Street 3rd Floor, New York, NY 10028-1012 | NY | 2008-06 | $612,579 |
| 7 | Theodore Pitcairn T D 1394808 | 1 W 4th Floor, Winston Salem, NC 27101 | NC | 2004-08 | $584,184 |
| 8 | Automation Alley Fund | 2675 Bellingham, Troy, MI 48083 | MI | 2009-02 | $427,723 |
| 9 | Woodcock Foundation For The Appreciation Of The Arts | 211 N Broadway 1000, Saint Louis, MO 63102-2767 | MO | 2000-11 | $382,041 |
| 10 | Walter P Irish Rvoc | PO BOX 477, Concord, NH 03302-0477 | NH | 2002-05 | $333,466 |
| 11 | Roger R Thompson Endowment Fbo Berwick Academy S Berwick Maine, Doleac Charles B Ttee | PO BOX 418, Portsmouth, NH 03802-0418 | NH | 2002-01 | $288,292 |
| 12 | Zichron Arye Inc | 345 Kent Ave, Brooklyn, NY 11211-5115 | NY | 1995-07 | $262,000 |
| 13 | Tau Foundation Inc | 225 W 34th St Ste 1513, New York, NY 10122-1511 | NY | 2008-05 | $143,460 |
| 14 | John J And Florence B Klecka Scholarship Fund | PO BOX 477, Concord, NH 03302-0477 | NH | 2002-05 | $138,218 |
| 15 | Animal House Jamaica Limited | P O Box 775, Ocho Rios | international | 2008-11 | $122,044 |
| 16 | Ridglea Presbyterian Church Foundation Inc | 6201 Camp Bowie Blvd, Fort Worth, TX 76116-5524 | TX | 2000-05 | $84,279 |
| 17 | The Linden Foundation | 3777 Crayton Rd, Naples, FL 34103-3518 | FL | 2000-04 | $65,539 |
| 18 | Spidell Foundation | 425 Tam O Shanter Way, Monument, CO 80132-8853 | CO | 2006-07 | $64,321 |
| 19 | The Rawson Family Foundation | PO BOX 147, Las Cruces, NM 88004-0147 | NM | 2008-03 | $37,153 |
| 20 | William R Kennedy Family Foundation | 2259 Summit Ave, St Paul, MN 55105-1002 | MN | 1999-09 | $4,071 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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