Trust Uw Mary J Page 6-138 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
- Organizations performing similar types of work
| Trust Uw Mary J Page 6-138 | |
| Employer Identification Number (EIN) | 026004835 |
| Name of Organization | Trust Uw Mary J Page 6-138 |
| In Care of Name | Td Bank Na Ttee Fiduciary Tx Dept |
| Address | PO BOX 477, Concord, NH 03302-0477 |
| Subsection | Charitable Organization |
| Ruling Date | 10/2010 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| 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 | $389,527 |
| Amount of Income | $94,102 |
| Form 990 Revenue Amount | $21,558 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2014: $94,102 (it was $92,606 in 2012)
| This organization: | $94,102 |
| Other organizations performing similar types of work: | $103,138 |
Assets in 2014: $389,527 (it was $399,799 in 2012)
| Trust Uw Mary J Page 6-138: | $389,527 |
| Other organizations performing similar types of work: | $338,623 |
Expenses in 2012: $25,465
| This organization: | $25,465 |
| Other organizations performing similar types of work: | $46,867 |
Income to expenses ratio in 2012: 3.7
| Trust Uw Mary J Page 6-138: | 3.7 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 79.6% |
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 | $15,785 | $15,088 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $9,691 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $697 | |||
| Other | $5,397 | |||
| Total expenses and disbursements | $25,465 | $6,992 | $0 | $18,473 |
| Compensation of officers, directors, trustees, etc. | $6,047 | |||
| Total operating and administrative expenses | $6,992 | $6,992 | $0 | |
| Contributions, gifts, grants paid | $18,473 | |||
| Excess of revenue over expenses and disbursements | $-9,680 | |||
| Net investment income | $8,096 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $399,799 | $415,323 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $214,236 | |
| Investments-corporate bonds | $165,246 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $20,317 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $399,799 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $5,397 |
| 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 | $162 |
| Total credits and payments | $288 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $288 |
| 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 | $126 |
| Amount to be credited to 2013 estimated tax | $126 |
| 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 | $408,957 |
| Net value of noncharitable-use assets | $402,820 |
| Minimum investment return | $20,141 |
| Distributable Amount (for 2012) | |
| Distributable amount | $19,979 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $19,979 |
| 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 | Deka Foundation | 340 Commercial St, Manchester, NH 03101-1121 | NH | 2010-06 | $5,504,102 |
| 2 | Southeast Land Trust Of New Hampshire | PO BOX 675, Exeter, NH 03833-0675 | NH | 1981-04 | $1,767,588 |
| 3 | The@robert And Miram Smith Charitable Fund | PO BOX 326, Manchester, NH 03105-0326 | NH | 2005-01 | $1,094,457 |
| 4 | Elizabeth Long Trust Fbo Paws, Td Banknorth Na | PO BOX 477, Concord, NH 03302-0477 | NH | 2013-06 | $839,611 |
| 5 | Talbott Foundation | PO BOX 477, Concord, NH 03302-0477 | NH | 2009-12 | $790,468 |
| 6 | Lois Davison Higbie Tua Fbo New England Kurn Hatin Homes | PO BOX 477, Concord, NH 03302-0477 | NH | 2010-01 | $442,388 |
| 7 | The Fred Foundation | 5 Northern Blvd Ste 15, Amherst, NH 03031-2325 | NH | 2007-08 | $404,795 |
| 8 | Up The River Endeavors Inc | 90 N Main St, Concord, NH 03301-4915 | NH | 2011-01 | $349,063 |
| 9 | The Boucher Family Foundation | PO BOX 4065, Concord, NH 03302-4065 | NH | 2000-05 | $245,993 |
| 10 | An Environmental Trust Inc | PO BOX 239, Elkins, NH 03233-0239 | NH | 2010-08 | $245,032 |
| 11 | Walsh Family Foundation, James P Walsh - Ttee | 20 Grove St, Peterborough, NH 03458-1470 | NH | 2006-03 | $219,308 |
| 12 | Simpson Ashcroft Trust | PO BOX 3550, Concord, NH 03302-3550 | NH | 2010-02 | $191,044 |
| 13 | Sigrid Schultz Trust, Td Banknorth Na | PO BOX 477, Concord, NH 03302-0477 | NH | 2014-07 | $139,862 |
| 14 | The Lola B Grillo Foundation | PO BOX 734, Windham, NH 03087-0734 | NH | 2005-05 | $108,330 |
| 15 | Thelma Larson Charitable Tr | PO BOX 477, Concord, NH 03302-0477 | NH | 2002-12 | $98,591 |
| 16 | Trust Uw Mary J Page 6-138 | PO BOX 477, Concord, NH 03302-0477 | NH | 2010-10 | $94,102 |
| 17 | Feng Chen And Yidan Han Foundation | 1177 Wellington Rd, Manchester, NH 03104-4720 | NH | 2012-12 | $50,000 |
| 18 | Richard Lamb Irrv Tr | PO BOX 477, Concord, NH 03302-0477 | NH | 2004-04 | $35,784 |
| 19 | Amelia Walden Article Tr Uw Fbo Amelia, Td Banknorth Na Ttee | PO BOX 477, Concord, NH 03302-0477 | NH | 2014-07 | $31,147 |
| 20 | Keegan Family Courage & Faith Foundation | 39 Berkeley St, Nashua, NH 03064-1936 | NH | 2014-09 | $30,642 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 20,448 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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