Trust Uw Fannie Moulton Mclane Fannie Deborah Mounton Fund 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
Trust Uw Fannie Moulton Mclane Fannie Deborah Mounton Fund | |
Employer Identification Number (EIN) | 026005520 |
Name of Organization | Trust Uw Fannie Moulton Mclane Fannie Deborah Mounton Fund |
In Care of Name | Wm L Phinney Trustee |
Address | 2 Delta Drive, Concord, NH 03301-7427 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 01/1974 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $100,000 to $499,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $233,350 |
Amount of Income | $53,802 |
Form 990 Revenue Amount | $8,914 |
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 | $8,829 | $8,829 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $4,768 | |||
Dividends and interest from securities | $4,061 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $15,388 | $1,592 | $0 | $13,795 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $6,288 | $1,592 | $4,695 | |
Contributions, gifts, grants paid | $9,100 | |||
Excess of revenue over expenses and disbursements | $-6,559 | |||
Net investment income | $7,237 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $238,311 | $277,314 |
Cash - non-interest-bearing | $22 | |
Investments-U.S. and state government obligations | $43,194 | |
Investments-corporate stock | $109,095 | |
Investments-corporate bonds | $69,416 | |
Investments-mortgage loans | $0 | |
Investments-other | $16,584 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $238,311 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
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 | $72 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $72 |
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 | $278,524 |
Net value of noncharitable-use assets | $274,340 |
Minimum investment return | $13,717 |
Distributable Amount (for 2012) | |
Distributable amount | $13,645 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $13,645 |
Undistributed income for 2012. This amount must be distributed in 2013 | $8,861 |
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 | Trout Unlimited | Po Box 3302, Concord, NH 03302-3302 | NH | 1972-03 | $0 |
2 | Trout Unlimited, 726 Pemigewasset | PO BOX 1356, Campton, NH 03223-1356 | NH | 1972-03 | $838 |
3 | Troy Ambulance Service Inc | PO BOX 675, Troy, NH 03465-0675 | NH | 1976-05 | $47,961 |
4 | Trust U/A Rosaire J Couillard | PO BOX 477, Concord, NH 03302-0477 | NH | 1973-08 | $383,176 |
5 | Trust U/W E Sawyer Cummings | 11 S Main Street, Concord, NH 03301-4846 | NH | 1972-06 | $686,359 |
6 | Trust U/W Oleonda Jameson | 11 S Main Street, Concord, NH 03301-4846 | NH | 1977-11 | $1,506,637 |
7 | Sarah J Cogswell Trust 7 177 | PO BOX 477, Concord, NH 03302-0477 | NH | 1985-02 | $108,297 |
8 | Trust Uw Alvin B Cross | 11 S Main Street, Concord, NH 03301-4846 | NH | 1972-06 | $435,549 |
9 | Trust Uw Benjamin Couch 08-07-46 916-0107-9 Fbo A Richardson | PO BOX 477, Concord, NH 03302-0477 | NH | $651,828 | |
10 | Trust Uw Eliza Bixby | 2 S State Street, Concord, NH 03301-3734 | NH | 1972-01 | $17,221 |
11 | Trust Uw Fannie Moulton Mclane Fannie Deborah Mounton Fund | 2 Delta Drive, Concord, NH 03301-7427 | NH | 1974-01 | $53,802 |
12 | Trust Uw George W Griffin Part B | 11 S Main Street, Concord, NH 03301-4846 | NH | 1972-01 | $380,239 |
13 | Trust Uw Mary J Page 6-138 | PO BOX 477, Concord, NH 03302-0477 | NH | 2010-10 | $94,102 |
14 | Trustee Of Brantwood Camp, Amy Willey | PO BOX 3350, Peterborough, NH 03458-3350 | NH | 1941-08 | $1,311,988 |
15 | Trustees Of Darmouth College, Dartmouth Class Of 2003 | 6068 Blunt Alumni Ctr, Hanover, NH 03755 | NH | 1997-10 | $0 |
16 | Trustees Of Dartmouth College | 6068 Blunt Alumni Center 103, Hanover, NH 03755 | NH | 1997-10 | $1 |
17 | Trustees Of Dartmouth College | 6068 Blunt Alumni Center 103, Hanover, NH 03755 | NH | 1997-10 | $3 |
18 | Trustees Of Dartmouth College, 1935 Class | 6068 Blunt Alumni Ctr, Hanover, NH 03755-3548 | NH | 1997-10 | $3 |
19 | Trustees Of Dartmouth College, Dartmouth Class Of 1936 | 6068 Blunt Alumni Center, Hanover, NH 03755 | NH | 1997-10 | $1 |
20 | Trustees Of Dartmouth College, Dartmouth College Class Of 1938 | 6068 Blunt Alumni Center Suite 103, Hanover, NH 03755 | NH | 1997-10 | $15 |
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