William Clark Stratevest Group N A, Stratevest Group Na 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
| William Clark Stratevest Group N A, Stratevest Group Na | |
| Employer Identification Number (EIN) | 036004569 |
| Name of Organization | William Clark Stratevest Group N A |
| Secondary Name | Stratevest Group Na |
| In Care of Name | Fiduciary Tax Dept |
| Address | PO BOX 477, Concord, NH 03302-0477 |
| 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 | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $859,386 |
| Amount of Income | $146,113 |
| Form 990 Revenue Amount | $42,801 |
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 | $29,585 | $29,523 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $28,012 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $62 | |||
| Other | $1,511 | |||
| Total expenses and disbursements | $31,971 | $4,841 | $0 | $27,129 |
| Compensation of officers, directors, trustees, etc. | $6,656 | |||
| Total operating and administrative expenses | $7,263 | $4,841 | $2,421 | |
| Contributions, gifts, grants paid | $24,708 | |||
| Excess of revenue over expenses and disbursements | $-2,386 | |||
| Net investment income | $24,682 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $728,582 | $876,162 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $714,034 | |
| Other | $14,548 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $728,582 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,511 |
| 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 | $494 |
| Total credits and payments | $384 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $384 |
| 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 | $110 |
| 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 | $865,578 |
| Net value of noncharitable-use assets | $852,600 |
| Minimum investment return | $42,630 |
| Distributable Amount (for 2012) | |
| Distributable amount | $42,136 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $42,136 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $27,648 |
| 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 | New Hampshire Building Officials Association | 53 Regional Dr, Concord, NH 03301-8500 | NH | 2012-04 | $46,589 |
| 2 | New Hampshire Individual Health Plan Benefit Association | 1 Pillsbury St, Concord, NH 03301-3556 | NH | 2004-06 | $53,278,732 |
| 3 | New Hampshire Ski Club | PO BOX 6072, Manchester, NH 03108-6072 | NH | 2011-09 | $160,195 |
| 4 | Nh Sea Building Corporation | 207 North Main Street, Concord, NH 03301 | NH | 2012-05 | $61,564 |
| 5 | Physician Assistant Academy Of Vermont Inc | 45 Lyme Rd Ste 304, Hanover, NH 03755-1223 | NH | 2012-06 | $94,694 |
| 6 | Road Runners Club Of America | P O Box 63, Peterborough, NH 03458 | NH | 1976-03 | $1,636 |
| 7 | Rotary International, Greater Salem Rotary Club | PO BOX 2461, Salem, NH 03079-1155 | NH | 1942-09 | $57,422 |
| 8 | Umbagog Atv Club | PO BOX 71, Errol, NH 03579-0071 | NH | 2011-09 | $25,544 |
| 9 | Viper Club Of America Inc New England Region | 9 Tanglewood Way, Amherst, NH 03031 | NH | 2012-11 | $219 |
| 10 | Waumbek Methna Snowmobile Club | PO BOX 115, Jefferson, NH 03583-0115 | NH | 2010-11 | $57,526 |
| 11 | William Clark Stratevest Group N A, Stratevest Group Na | PO BOX 477, Concord, NH 03302-0477 | NH | $146,113 | |
| 12 | American Guild Of Organists, American Guild Of Organists New Hampshire Chapter | 17 Megan Drive, Northfield, NH 03276 | NH | 1955-09 | $11,031 |
| 13 | Boston Center Employees Association | 35 Northeastern Blvd, Nashua, NH 03062 | NH | 2011-10 | $931 |
| 14 | Chad Evans Wrongly Convicted Committee | 71 Sullivan St, Keene, NH 03431-2075 | NH | $530 | |
| 15 | Disabled American Veterans | 13 Cross Road, Rochester, NH 03868 | NH | 1942-06 | $450 |
| 16 | Hillsboro County Farm Bureau | 4 Fisk Hill Road, Temple, NH 03084 | NH | 1971-06 | $6,240 |
| 17 | Little League Baseball Inc, Tilton-Northfield Little League | Po 447, Tilton, NH 03276 | NH | 1967-01 | $22,901 |
| 18 | Trustees Of Dartmouth College, Dartmouth Alumni Association Of Maine Dartmouth College Club Of Maine | 6068 Blunt Alumni Center, Hanover, NH 03755 | NH | 1997-10 | $840 |
| 19 | Thora R Mcelroy Trust Ua Charles H Strong, Td Banknorth Na | PO BOX 477, Concord, NH 03302-0477 | NH | $1,379,366 | |
| 20 | American Mothers Inc | 12 Pine Acres Road Unit 1209, Concord, NH 03301 | NH | 1987-03 | $475 |
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