Charles Hazeltine Trust Key Trust Co Of Me Trustee in Belfast, Maine (ME)
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 Maine
| Charles Hazeltine Trust Key Trust Co Of Me Trustee | |
| Employer Identification Number (EIN) | 016026844 |
| Name of Organization | Charles Hazeltine Trust Key Trust Co Of Me Trustee |
| In Care of Name | Michael Nickerson |
| Address | PO BOX 211, Belfast, ME 04915-0211 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 12/1970 |
| Foundation | All organizations except 501(c)(3) |
| Organization | Trust |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 08/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $162,132 |
| Amount of Income | $142,175 |
| Form 990 Revenue Amount | $-1,280 |
Non-representatives - add comments:
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 | $-1,280 | $3,066 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,066 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $2,246 | $1,514 | $0 | $732 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,246 | $1,514 | $732 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-3,526 | |||
| Net investment income | $1,552 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $135,996 | $150,113 |
| Cash - non-interest-bearing | $6,828 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $104,717 | |
| Investments-corporate bonds | $24,451 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $135,996 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-4,346 |
| 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 | $31 |
| Total credits and payments | $160 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $160 |
| 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 |
| Overpayment | $129 |
| Amount to be credited to 2013 estimated tax | $129 |
| 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 | $147,299 |
| Net value of noncharitable-use assets | $145,100 |
| Minimum investment return | $7,255 |
| Distributable Amount (for 2012) | |
| Distributable amount | $7,224 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $7,224 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Sanctuary At Maple Hill Farms Inc in Auburn, ME
 |
Waterboro Land Trust Inc in North Waterboro, ME
 |
| Interpreter Services For The Deaf Inc in Cambridge, ME |
| Ashland Area Cross Country Ski Club in Ashland, ME |
Honoring Of The Elders in Sanford, ME
 |
|
Legacy Inc in Hampden, ME
|
| Andover Educational Fund Inc in Andover, ME |
|
Curran Homestead in Orrington, ME
|
|
Dirigo Search And Rescue Association in Orono, ME
|
| Friends Of The Doubling Point Light in Arrowsic, ME |
| Other organizations in Maine | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Central-Western Maine Workforce Initiatives | 5 Mollison Way, Lewiston, ME 04240-5805 | ME | 2004-03 | $0 |
| 2 | Chabad Lubavitch Of Maine Inc | 101 Craigie St, Portland, ME 04102-2531 | ME | 1990-03 | $218,879 |
| 3 | Changemakers | PO BOX 4572, Portland, ME 04112-4572 | ME | 1999-03 | $1,239 |
| 4 | Changing Tide | 772 Island Ave, Long Island, ME 04050-3208 | ME | 1995-11 | $107,410 |
| 5 | Channing Chapel Preservation Society | PO BOX 182, Winter Harbor, ME 04693 | ME | 1994-09 | $6,777 |
| 6 | Chaplaincy Institute Of Maine | PO BOX 3833, Portland, ME 04104-3833 | ME | 2003-08 | $118,494 |
| 7 | Character Counts In Maine, Maine Teen Talk | Po Box 2289, South Portland, ME 04116-2289 | ME | 2003-02 | $403,953 |
| 8 | Charles & Sylvia Day Charitable Tr | 4 Mollison Way, Lewiston, ME 04240-5806 | ME | 1982-05 | $6,750 |
| 9 | Charles D Nelson Tr | PO BOX 807, Ellsworth, ME 04605-0807 | ME | 2005-07 | $938,127 |
| 10 | Charles F Canning Sr Foundation | 47 Market St, Gardiner, ME 04345-6285 | ME | 1992-02 | $5 |
| 11 | Charles Hazeltine Trust Key Trust Co Of Me Trustee | PO BOX 211, Belfast, ME 04915-0211 | ME | 1970-12 | $142,175 |
| 12 | Charleston Seniors Housing Corporation | PO BOX 2219, Bangor, ME 04402-2219 | ME | 1982-12 | $180,656 |
| 13 | Charlotte Hobbs Memorial Library | PO BOX 105, Lovell, ME 04051-0105 | ME | 1966-12 | $174,610 |
| 14 | Charlotte White Center | 572 Bangor Rd, Dovr Foxcroft, ME 04426-3373 | ME | 1985-02 | $15,878,555 |
| 15 | Chebeague Island Community Association | 168 South Rd, Chebeague Is, ME 04017-3105 | ME | 2007-07 | $40,622 |
| 16 | Chebeague Island Historical Society | PO BOX 28, Chebeague Is, ME 04017-0028 | ME | 1987-04 | $75,519 |
| 17 | Chebeague Island Library | 247 South Rd Unit 3, Chebeague Islnd, ME 04017-3200 | ME | 2013-04 | $103,804 |
| 18 | Chebeague Recreation Center Inc | 382 North Rd, Chebeague Is, ME 04017-3412 | ME | 1996-08 | $208,655 |
| 19 | Cherryfield Free Library Assoc | 35 Main Street, Cherryfield, ME 04622-0121 | ME | 1987-07 | $0 |
| 20 | Chesapeake Safe Harbor | 113 Waldoboro Rd, Bremen, ME 04551-3406 | ME | 2002-12 | $118,491 |
Organization representatives - add corrected or new information about Charles Hazeltine Trust Key Trust Co Of Me Trustee »
Non-representatives - add comments about Charles Hazeltine Trust Key Trust Co Of Me Trustee»