Tr 487 Uw Ethel Levasseur Bo Unitarian Church 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
| Tr 487 Uw Ethel Levasseur Bo Unitarian Church | |
| Employer Identification Number (EIN) | 016068518 |
| Name of Organization | Tr 487 Uw Ethel Levasseur Bo Unitarian Church |
| In Care of Name | Hm Payson & Co |
| Address | PO BOX 31, Portland, ME 04112-0031 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1982 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $256,459 |
| Amount of Income | $31,566 |
| Form 990 Revenue Amount | $11,049 |
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 | $11,049 | $11,049 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,077 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $44 | |||
| Other | $2,928 | |||
| Total expenses and disbursements | $12,491 | $2,698 | $0 | $9,377 |
| Compensation of officers, directors, trustees, etc. | $1,531 | |||
| Total operating and administrative expenses | $4,047 | $2,698 | $933 | |
| Contributions, gifts, grants paid | $8,444 | |||
| Excess of revenue over expenses and disbursements | $-1,442 | |||
| Net investment income | $8,351 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $266,820 | $277,812 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $211,175 | |
| Investments-corporate bonds | $43,614 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $12,031 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $266,820 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,928 |
| 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 | $167 |
| Total credits and payments | $242 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $242 |
| 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 | $75 |
| Amount to be credited to 2013 estimated tax | $75 |
| 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 | $273,577 |
| Net value of noncharitable-use assets | $269,480 |
| Minimum investment return | $13,474 |
| Distributable Amount (for 2012) | |
| Distributable amount | $13,307 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $13,307 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $7,533 |
| 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 | Veterans Of Foreign Wars Of The United States Dept Of Maine, District 11 Vfw Department Of Maine | 2973 Milton Mills Rd, Acton, ME 04001-5018 | ME | 1987-05 | $212,107 |
| 2 | Veterans Of Foreign Wars Of The United States Dept Of Maine, 7997 Old Orchard Bch Memorial Post | PO BOX 755, Old Orchd Bch, ME 04064-0755 | ME | 1987-05 | $39,435 |
| 3 | Veterans Of Foreign Wars Of The United States Dept Of Maine, 832 Mens Auxiliary Post | 50 Peary Ter, S Portland, ME 04106-4123 | ME | 1987-05 | $147,724 |
| 4 | Veterans Of Foreign Wars Of The United States Dept Of Maine, 8835 Maccrillas Rousseau Post | 175 Veteran Dr, Winslow, ME 04901-0761 | ME | 1987-05 | $1,063,546 |
| 5 | Veterans Of Foreign Wars Of The United States Dept Of Maine, 887 Pine Tree Post | PO BOX 815, Augusta, ME 04332-0815 | ME | 1987-05 | $209,356 |
| 6 | Veterans Of Foreign Wars Of The United States Dept Of Maine, 9389 Lister Knowlton Post | PO BOX 478, Caribou, ME 04736-0478 | ME | 1987-05 | $248,836 |
| 7 | Veterans Of Foreign Wars Of The United States Dept Of Maine, Vfw - Lozier O'Grady Post 9609 | PO BOX 265, Fort Kent Mills, ME 04744 | ME | 1987-05 | $0 |
| 8 | Victoria Mansion | 109 Danforth St, Portland, ME 04101-4504 | ME | 1971-03 | $1,747,783 |
| 9 | Thomas M & Marion W Goodall Trust | PO BOX 31, Portland, ME 04112-0031 | ME | $70,109 | |
| 10 | Thomas M Goodall Marion Goodall & Ruth Goodall Pitstick Tr Bo Hd | PO BOX 31, Portland, ME 04112-0031 | ME | $264,804 | |
| 11 | Tr 487 Uw Ethel Levasseur Bo Unitarian Church | PO BOX 31, Portland, ME 04112-0031 | ME | 1982-08 | $31,566 |
| 12 | Trust U/W Lucy W Hardy B/O H D Goodall Hospital Inc | PO BOX 31, Portland, ME 04112-0031 | ME | 2011-01 | $81,447 |
| 13 | Wind Over Wings Inc | PO BOX 289, Dresden, ME 04342-0289 | ME | 1991-06 | $54,018 |
| 14 | Wyman Hill Foundation | PO BOX 779, Stonington, ME 04681-0779 | ME | 1990-05 | $311,137 |
| 15 | Village Nursery School | Po Box 482, Yarmouth, ME 04096 | ME | 1981-03 | $54,160 |
| 16 | Vinalhaven Eldercare Services- Resources | 18 Beaver Dam Rd, Vinalhaven, ME 04863-3915 | ME | 1998-04 | $462,854 |
| 17 | Vinalhaven Historical Society The | Po Box 339, Vinalhaven, ME 04863 | ME | 1981-04 | $0 |
| 18 | Vinalhaven Land Trust Inc | PO BOX 268, Vinalhaven, ME 04863-0268 | ME | 1986-12 | $1,523,661 |
| 19 | Vincent B And Barbara G Welch Supporting Organization | 245 Main St, Ellsworth, ME 04605-1613 | ME | 2009-12 | $284,662 |
| 20 | Vincent B Welch Foundation | 10 Free St, Portland, ME 04101-3926 | ME | 1981-12 | $3,713 |
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