William Mcguire Irrevocable Trust 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
William Mcguire Irrevocable Trust | |
Employer Identification Number (EIN) | 036123915 |
Name of Organization | William Mcguire Irrevocable Trust |
In Care of Name | Td Bank |
Address | PO BOX 477, Concord, NH 03302-0477 |
Subsection | Charitable Organization |
Ruling Date | 05/2011 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $500,000 to $999,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $585,125 |
Amount of Income | $158,756 |
Form 990 Revenue Amount | $30,593 |
National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2013: $158,756 (it was $133,185 in 2012)
William Mcguire Irrevocable Trust: | $158,756 |
Other organizations performing similar types of work: | $105,489 |
Assets in 2013: $585,125 (it was $596,113 in 2012)
William Mcguire Irrevocable Trust: | $585,125 |
Other organizations performing similar types of work: | $325,460 |
Expenses in 2012: $34,219
This organization: | $34,219 |
Other organizations performing similar types of work: | $49,058 |
Income to expenses ratio in 2012: 4.6
This organization: | 4.6 |
Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2012: 0.0%
William Mcguire Irrevocable Trust: | 0.0% |
Other organizations performing similar types of work: | 22.8% |
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 | $24,158 | $23,251 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $14,441 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $907 | |||
Other | $8,810 | |||
Total expenses and disbursements | $34,219 | $6,006 | $0 | $28,213 |
Compensation of officers, directors, trustees, etc. | $8,225 | |||
Total operating and administrative expenses | $8,940 | $6,006 | $2,934 | |
Contributions, gifts, grants paid | $25,279 | |||
Excess of revenue over expenses and disbursements | $-10,061 | |||
Net investment income | $17,245 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $596,113 | $618,643 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $320,684 | |
Investments-corporate bonds | $246,545 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $28,884 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $596,113 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $8,810 |
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 | $172 |
Total credits and payments | $244 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $244 |
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 | $72 |
Amount to be credited to 2013 estimated tax | $72 |
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 | $612,848 |
Net value of noncharitable-use assets | $603,660 |
Minimum investment return | $30,183 |
Distributable Amount (for 2012) | |
Distributable amount | $30,011 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $30,011 |
Undistributed income for 2012. This amount must be distributed in 2013 | $13,932 |
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 Jack & Dorothy Byrne Foundation Inc | 80 S Main St Ste 202, Hanouver, NH 03755-2053 | NH | 1999-12 | $54,859,685 |
2 | Winfield C Cook & Isabelle K Cook Charitable Foundation Inc | 29 Highland Rd, South Hampton, NH 03827-3608 | NH | 2003-06 | $6,143,905 |
3 | Schleyer Foundation Under Declaration Of Tr 12022002, Schleter William T Ttee | PO BOX 222, Rye Beach, NH 03871-0222 | NH | 2004-04 | $4,475,744 |
4 | Newport Charity Tr, Mary Susan Leahy Ttee | 11 S Main St Ste 500, Concord, NH 03301-4863 | NH | 2013-11 | $2,347,873 |
5 | Lubbe Family Foundation 12162011, Klaus Lubbe Ttee | 103 Hanover St, Lebanon, NH 03766-1098 | NH | 2012-09 | $1,421,155 |
6 | Stoneyhearth Foundation, Michael Stonebraker Ttee | 9 Grassy Pond Rd, Moultonboro, NH 03254-4029 | NH | 2012-03 | $1,018,963 |
7 | Ann And Bill Brine Family Foundation | 14 Rope Ferry Rd, Hanover, NH 03755-1405 | NH | 2008-02 | $572,129 |
8 | Opl Charities | 1000 Market St Unit 1 # 300, Portsmouth, NH 03801-3358 | NH | 2005-04 | $565,814 |
9 | Krfrench Family Foundation | 85 Trescott Rd, Etna, NH 03750-4505 | NH | 2013-06 | $558,642 |
10 | Russell Farm And Foundation Conservation Foundation | 134 Colburn Rd, New Boston, NH 03070-4803 | NH | 2006-02 | $324,528 |
11 | Snowy Owl Foundation | 55 Hardscrabble Ln, Lyme, NH 03768-3711 | NH | 2011-02 | $287,729 |
12 | Masiello Family Foundation | 234 Lafayette Rd, Hampton, NH 03842-4105 | NH | 2012-02 | $250,257 |
13 | Mcr Foundation, Jane Cohen Ttee | PO BOX 211, Canterbury, NH 03224-0211 | NH | 2013-02 | $218,003 |
14 | John & Mary Williams Memorial Fund | PO BOX 477, Concord, NH 03302-0477 | NH | 2010-08 | $195,936 |
15 | Smith Family Charitable Tr | PO BOX 326, Manchester, NH 03105-0326 | NH | 2009-01 | $182,900 |
16 | William Mcguire Irrevocable Trust | PO BOX 477, Concord, NH 03302-0477 | NH | 2011-05 | $158,756 |
17 | Hearthstone Charitable Foundation | 25 Leopards Leap, Moultonboro, NH 03254-7500 | NH | 2012-03 | $111,403 |
18 | 520 Charitable Foundation | 4 Crestwood Ln, Nashua, NH 03062-4203 | NH | 2013-08 | $107,609 |
19 | Salina Lewis Aylor Scholarship Fund | PO BOX 477, Concord, NH 03302-0477 | NH | 1999-10 | $95,936 |
20 | Inter-Lakes Scholarship Foundation | PO BOX 545, Meredith, NH 03253-0545 | NH | 2012-05 | $60,504 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 22,395 |
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