Marion G Marland Trust Ua 83 Fbo, Henrietta D Goodall Hospital Inc 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
| Marion G Marland Trust Ua 83 Fbo, Henrietta D Goodall Hospital Inc | |
| Employer Identification Number (EIN) | 016006945 |
| Name of Organization | Marion G Marland Trust Ua 83 Fbo |
| Secondary Name | Henrietta D Goodall Hospital Inc |
| In Care of Name | Hm Payson & Co |
| Address | PO BOX 31, Portland, ME 04112-0031 |
| 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) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 08/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,560,216 |
| Amount of Income | $630,867 |
| Form 990 Revenue Amount | $213,800 |
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 | $213,800 | $213,800 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $105,328 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $598 | |||
| Other | $107,874 | |||
| Total expenses and disbursements | $164,058 | $17,207 | $0 | $141,991 |
| Compensation of officers, directors, trustees, etc. | $14,485 | |||
| Total operating and administrative expenses | $26,238 | $17,207 | $4,171 | |
| Contributions, gifts, grants paid | $137,820 | |||
| Excess of revenue over expenses and disbursements | $49,742 | |||
| Net investment income | $196,593 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,645,936 | $3,837,239 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,921,349 | |
| Investments-corporate bonds | $568,881 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $155,706 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,645,936 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $107,874 |
| 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 | $3,932 |
| Total credits and payments | $3,125 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,125 |
| 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 | $807 |
| 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 | $3,742,412 |
| Net value of noncharitable-use assets | $3,686,280 |
| Minimum investment return | $184,314 |
| Distributable Amount (for 2012) | |
| Distributable amount | $180,382 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $180,382 |
| 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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| Other organizations in Maine | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Medomak Valley Community Foundation | PO BOX 1246, Waldoboro, ME 04572-1246 | ME | 2003-06 | $30,433 |
| 2 | Medomak Valley Land Trust | PO BOX 180, Waldoboro, ME 04572-0180 | ME | 1992-04 | $227,477 |
| 3 | Meduxnekeag Ramblers | 1613 Us Hwy 1, Littleton, ME 04730-6104 | ME | 1990-01 | $50,997 |
| 4 | Meeting House Hill Cemetary Assn | Po Box 83, Hollis Center, ME 04042 | ME | 2014-05 | $0 |
| 5 | Megunticook Golf Club | PO BOX 806, Rockport, ME 04856-0806 | ME | 1967-11 | $627,400 |
| 6 | Megunticook Watershed Association | PO BOX 443, Camden, ME 04843-0443 | ME | 1972-12 | $82,899 |
| 7 | Melvin H Simmons Trust | PO BOX 50, Augusta, ME 04332-0050 | ME | 1976-09 | $222,535 |
| 8 | Memgma | PO BOX 247, N Vassalboro, ME 04962-0247 | ME | 1989-08 | $18,213 |
| 9 | Memorial Ambulance Corps Isle Au Haut-Stonington-Deer Isle | 77 Sunshine Rd, Deer Isle, ME 04627 | ME | 1968-02 | $223,117 |
| 10 | Medora C Roberts Trust & Depositors Trust Co Trustee | PO BOX 211, Belfast, ME 04915-0211 | ME | 1972-11 | $14,516 |
| 11 | Marion G Marland Trust Ua 83 Fbo, Henrietta D Goodall Hospital Inc | PO BOX 31, Portland, ME 04112-0031 | ME | 1970-12 | $630,867 |
| 12 | Michael Phelps Foundation | 15 Lund Rd, Saco, ME 04072-1806 | ME | 2008-12 | $463,425 |
| 13 | Merrill Rainbow Camp Corporation | Po Box 97, Springvale, ME 04083 | ME | 1999-12 | $3,066 |
| 14 | All About Prevention | PO BOX 57, Brunswick, ME 04011-0057 | ME | 1988-03 | $171,473 |
| 15 | Merrymeeting Arts Center | 9 Main Street, Bowdoinham, ME 04008 | ME | 2008-09 | $0 |
| 16 | Merrymeeting Board Of Realtors | 19 Community Dr, Augusta, ME 04330-8005 | ME | 1979-05 | $45,791 |
| 17 | Merrymeeting Scouting Assistance Association | 6 Wenger Ln, Brunswick, ME 04011-2842 | ME | 1996-05 | $576 |
| 18 | Merryspring Inc | PO BOX 893, Camden, ME 04843-0893 | ME | 1974-03 | $168,912 |
| 19 | Messler Family Foundation | PO BOX 595, Camden, ME 04843-0595 | ME | 1998-02 | $537,920 |
| 20 | Methodist Conference Home Inc | 46 Summer St, Rockland, ME 04841-2920 | ME | 1966-11 | $1,036,404 |
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