Hiram N Perkins Trust 323-6130796330 in Portland, 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
| Hiram N Perkins Trust 323-6130796330 | |
| Employer Identification Number (EIN) | 016015801 |
| Name of Organization | Hiram N Perkins Trust 323-6130796330 |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 31, Portland, ME 04112-0031 |
| 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 | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $334,448 |
| Amount of Income | $41,853 |
| Form 990 Revenue Amount | $8,348 |
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 | $13,285 | $13,184 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $9,093 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $139 | |||
| Other | $4,053 | |||
| Total expenses and disbursements | $20,380 | $1,595 | $0 | $18,785 |
| Compensation of officers, directors, trustees, etc. | $1,485 | |||
| Total operating and administrative expenses | $2,278 | $1,595 | $683 | |
| Contributions, gifts, grants paid | $18,102 | |||
| Excess of revenue over expenses and disbursements | $-7,095 | |||
| Net investment income | $11,589 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $340,394 | $367,747 |
| 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 | $333,604 | |
| Other | $6,790 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $340,394 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $4,053 |
| 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 | $232 |
| Total credits and payments | $76 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $76 |
| 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 | $156 |
| 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? | Yes |
| 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 | $362,173 |
| Net value of noncharitable-use assets | $356,740 |
| Minimum investment return | $17,837 |
| Distributable Amount (for 2012) | |
| Distributable amount | $17,605 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $17,605 |
| 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 | Housing Foundation, Group Return | 353 Main St, Orono, ME 04473-3444 | ME | 1979-09 | $2,206,537 |
| 2 | Housing Foundation, Hampden | 353 Main St, Orono, ME 04473-3444 | ME | 1979-09 | $328,340 |
| 3 | Housing Foundation, Newburgh Seniors Housing Corp | 353 Main St, Orono, ME 04473-3444 | ME | 1979-09 | $247,292 |
| 4 | Housing Inc Fort Kent | PO BOX 466, Fort Kent, ME 04743-0466 | ME | 1968-02 | $391,524 |
| 5 | Housing Initiatives Of New England | 36 Union Wharf, Portland, ME 04101-4682 | ME | 1991-06 | $5,492,703 |
| 6 | Howard Benevolent Union Fund | 67 Hammonds Grv, Manchester, ME 04351-3640 | ME | 1975-10 | $3,627 |
| 7 | Howard Foundation | PO BOX 1772, Bangor, ME 04402-1772 | ME | 2007-05 | $3,141 |
| 8 | Howell House, Johnson Rose | 44 Sewall Street, Augusta, ME 04330-7311 | ME | 2000-03 | $140,319 |
| 9 | Howland Housing Corporation | 66 Water St, Howland, ME 04448-3707 | ME | 1978-06 | $97,548 |
| 10 | Htco-Agdi Veba Tr, Greenleaf Rebecca D Et Al Ttee | 75 Dartmouth St, S Portland, ME 04106-6211 | ME | 2001-06 | $996,018 |
| 11 | Hiram N Perkins Trust 323-6130796330 | PO BOX 31, Portland, ME 04112-0031 | ME | $41,853 | |
| 12 | Harmony Inc | 1055 Chadbourne Rd, Standish, ME 04084-5264 | ME | 1979-04 | $220,854 |
| 13 | Images For Change Inc | 386 Fore St Ste 500, Portland, ME 04101-7407 | ME | 2007-02 | $10,594 |
| 14 | Interpreter Services For The Deaf Inc | 227 Ham Hill Road, Cambridge, ME 04923 | ME | 2005-08 | $49,752 |
| 15 | Hubbard Free Library | 115 Second St, Hallowell, ME 04347-1330 | ME | 1974-09 | $118,046 |
| 16 | Hudson Foundation | PO BOX 402, Portland, ME 04112-0402 | ME | 1993-10 | $394,071 |
| 17 | Human Resources Association Ofsouthern Maine Incorporated | PO BOX 839, Portland, ME 04104-0839 | ME | 2008-02 | $48,645 |
| 18 | Pope Memorial Humane Society Of Knox County | PO BOX 1294, Rockland, ME 04841-1294 | ME | 1991-04 | $1,222,891 |
| 19 | Humane Society Waterville Area | 100 Webb Rd, Waterville, ME 04901-4203 | ME | 1970-12 | $456,742 |
| 20 | The Eagle Hill Institute | 59 Eagle Hill Rd, Steuben, ME 04680 | ME | 1982-03 | $676,992 |
Organization representatives - add corrected or new information about Hiram N Perkins Trust 323-6130796330 »
Non-representatives - add comments about Hiram N Perkins Trust 323-6130796330»