The Carl Siemon Family Charitable Trust, Siemon Carl Et Al Ttee in Milton Mills, New Hampshire (NH)

The Carl Siemon Family Charitable Trust, Siemon Carl Et Al Ttee
Employer Identification Number (EIN)	226670093
Name of Organization	The Carl Siemon Family Charitable Trust
Secondary Name	Siemon Carl Et Al Ttee
In Care of Name	Cynthia Wyatt
Address	307 Applebee Rd, Milton Mills, NH 03852-4207
Activities	Preservation of natural resources (conservation)
Subsection	Charitable Organization
Ruling Date	05/1996
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
Assets	$5,000,000 to $9,999,999
Income	$1,000,000 to $4,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$9,836,099
Amount of Income	$2,855,081
Form 990 Revenue Amount	$261,074
National Taxonomy of Exempt Entities (NTEE)	Environmental Quality, Protection and Beautification: Natural Resources Conservation and Protection

Non-representatives - add comments:

Amount of income in 2013: $2,855,081 (it was $1,330,626 in 2012)

The Carl Siemon Family Charitable Trust, Siemon Carl Et Al Ttee:	$2,855,081
Other organizations performing similar types of work:	$87,307

Assets in 2013: $9,836,099 (it was $9,495,126 in 2012)

This organization:	$9,836,099
Other organizations performing similar types of work:	$146,544

Expenses in 2013: $389,567

This organization:	$389,567
Other organizations performing similar types of work:	$68,469

Income to expenses ratio in 2013: 7.3

This organization:	7.3
Other organizations performing similar types of work:	1.0

Grants share in income in 2013: 0.0%

The Carl Siemon Family Charitable Trust, Siemon Carl Et Al Ttee:	0.0%
Other organizations performing similar types of work:	91.7%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$730,351	$735,187	$213,910
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$315
Dividends and interest from securities	$206,215
Gross rents	$10,075
Gross sales price for all assets	$2,613,655
Gross loss from sales of goods	$-6,275
Gross sales less returns and allowances	$-35,932
Less: Cost of goods sold	$29,657
Other income	$1,439
Other	$518,582
Total expenses and disbursements	$389,567	$47,592	$47,592	$319,723
Compensation of officers, directors, trustees, etc.	$118,153
Pension plans, employee benefits	$21,603
Legal fees	$4,397
Accounting fees	$3,700
Interest	$0
Depreciation	$23,442
Occupancy	$5,709
Travel, conferences, and meetings	$1,080
Printing and publications	$0
Total operating and administrative expenses	$367,017	$47,592		$297,173
Contributions, gifts, grants paid	$22,550
Excess of revenue over expenses and disbursements	$340,784
Net investment income		$687,595
Adjusted net income			$166,318

	2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$9,550,560	$10,332,933	$9,495,126	$10,618,223	$9,836,099	$11,952,722
Cash - non-interest-bearing	$4,894		$20,939		$45,341
Investments-U.S. and state government obligations	$0		$0		$0
Investments-corporate stock	$6,576,258		$6,515,030		$6,777,580
Investments-corporate bonds	$0		$0		$0
Investments-mortgage loans	$0		$0		$0
Investments-other	$0		$0		$0
Other assets			$-1,255		$870
Total liabilities	$0		$1,591		$1,594
Mortgages and other notes payable	$0		$0		$0
Other liabilities			$0		$0
Total liabilities and net assets/fund balances	$9,550,560		$9,493,535		$9,834,505

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$142,304	$164,850	$518,582
Net capital loss	$0	$0	$0

	2011	2012	2013
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$4,625	$2,961	$13,752
Total credits and payments	$1,019	$4,640	$3,029
Current year estimated tax payments and previous year's overpayment credited to current year	$1,019	$4,640	$3,029
Exempt foreign organizations-tax withheld at source	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$0
Backup withholding erroneously withheld	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0
Tax due		$0	$10,723
Overpayment		$1,679	$0
Amount to be credited to next year's estimated tax	$0	$1,679	$0

	2011	2012	2013
Statements Regarding Activities
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	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?		No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No
Did any persons become substantial contributors during the tax year?		No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No

	2011	2012	2013
Statements Regarding Activities for Which Form 4720 May Be Required
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	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	Yes	Yes	Yes
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	No	No
Agree to pay money or property to a government official?	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?		No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?		No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?		No	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	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	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	No	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	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?		No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No

	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$7,831,156	$7,781,433	$8,528,872
Net value of noncharitable-use assets		$7,664,712	$8,400,939
Minimum investment return	$385,684	$383,236	$420,047

	2011	2012	2013
Distributable Amount
Distributable amount	$0	$0	$0

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$0	$0	$0
Undistributed income for this year. This amount must be distributed in the next year	$0	$0	$0

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
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

Supplementary Information (for 2013)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$315	$0
Dividends and interest from securities	$206,215	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	The Carl Siemon Family Charitable Trust, Siemon Carl Et Al Ttee	307 Applebee Rd, Milton Mills, NH 03852-4207	NH	1996-05	$2,855,081
2	Weeks Bay Foundation Inc	11401 Us Highway 98, Fairhope, AL 36532-5404	AL	1991-01	$2,306,676
3	Trees Forever Inc	770 7th Avenue, Marion, IA 52302-5773	IA	1995-01	$2,027,988
4	Sme Foundation	12999 E Adam Aircraft Cir, Englewood, CO 80112-4167	CO	1991-10	$1,841,315
5	The Irene & Carroll Rheinstrom Fd A 805824	PO BOX 185, Pittsburgh, PA 15230-0185	PA	1997-09	$1,738,240
6	Tampa Baywatch Inc	3000 Pinellas Bayway S, Tierra Verde, FL 33715-2516	FL	1993-09	$1,218,180
7	Stone Lakes National Wildlife Refuge Association	1624 Hood Franklin Rd, Elk Grove, CA 95757-9774	CA	1995-12	$1,164,928
8	Wawasee Area Conservancy Foundation Inc	PO BOX 548, Syracuse, IN 46567-0548	IN	1991-08	$902,103
9	The Wintergreen Nature Foundation C/O Doug Coleman, Wintergreen Resort	Rr 1 Box 770, Roseland, VA 22967-9214	VA	1994-04	$726,690
10	Western Maryland Resource Conservation And Development, Top Flight Airpark	1260 Maryland Avenue, Hagerstown, MD 21740-7204	MD	1994-03	$650,503
11	Wild Ones -- Natural Landscapers Ltd	PO BOX 1274, Appleton, WI 54912-1274	WI	1991-04	$530,383
12	Prescott Conservancy Inc	928 White Oaks Rd, Laconia, NH 03246-1942	NH	1997-09	$524,988
13	The Catamount Center	3168 County Road 28, Woodland Park, CO 80863-8214	CO	1998-04	$500,772
14	Scarce	0n374 Papworth St, Wheaton, IL 60187-3439	IL	1997-05	$445,503
15	New Hampshire Rivers Council	54 Portsmouth St, Concord, NH 03301-5486	NH	1994-09	$50,129
16	Crystal Lake Preservation Ltd	33 Maple Lane, Manchester, NH 03109	NH	1994-11	$660
17	Friends Of Bear Brook State Park	24 Edgewood Dr, Allenstown, NH 03275-2435	NH	1998-04	$0
18	Operation Game Thief Inc	210 Ten Rod Rd, Rochester, NH 03867-4247	NH	1990-02	$0
19	Souhegan Watershed Association	PO BOX 1474, Merrimack, NH 03054-1474	NH	1998-05	$0
20	Sunapee-Ragged-Kearsarge Greenway Coalition	PO BOX 1684, New London, NH 03257-1684	NH	1993-09	$0

Number of organizations performing similar types of work

Alaska	3
Alabama	8
Arkansas	3
Arizona	12
California	61
Colorado	21
Connecticut	10
District of Columbia	10
Delaware	3
Florida	32
Georgia	7
Hawaii	10
Iowa	18
Idaho	6
Illinois	18
Indiana	15
Kansas	6
Kentucky	9
Louisiana	1
Massachusetts	25
Maryland	23
Maine	5
Michigan	18
Minnesota	37
Missouri	13
Mississippi	4

Montana	16
North Carolina	11
North Dakota	5
Nebraska	3
New Hampshire	8
New Jersey	13
New Mexico	7
Nevada	5
New York	29
Ohio	14
Oklahoma	6
Oregon	19
Pennsylvania	22
Rhode Island	2
South Carolina	8
Tennessee	8
Texas	38
Utah	5
Virginia	23
Vermont	8
Washington	23
Wisconsin	27
West Virginia	6
Wyoming	8
International	3

Total

695

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