Mary R Geals Trust, Stratevest Group Na in Concord, New Hampshire (NH)

Mary R Geals Trust, Stratevest Group Na
Employer Identification Number (EIN)	226408950
Name of Organization	Mary R Geals Trust
Secondary Name	Stratevest Group Na
In Care of Name	Banknorth Group Tex Depart
Address	PO BOX 477, Concord, NH 03302-0477
Activities	Gifts, grants, or loans to other organizations, Other religious activities
Subsection	Charitable Organization
Ruling Date	08/1996
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2011
Assets	$100,000 to $499,999
Income	$25,000 to $99,999
Filing Requirement	990 - Not required to file (all other) (990-PF required)
Asset Amount	$141,848
Amount of Income	$48,351
Form 990 Revenue Amount	$440
National Taxonomy of Exempt Entities (NTEE)	Philanthropy, Voluntarism and Grantmaking Foundations: Philanthropy, Voluntarism, and Grantmaking Foundations (Not Elsewhere Classified)

Non-representatives - add comments:

Financial snapshot ($)

Expenses for 2011

Assets for 2011

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2011)
Total revenue	$440	$3,351	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$3,351
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$0
Total expenses and disbursements	$3,078	$2,015	$0	$1,006
Compensation of officers, directors, trustees, etc.	$1,840
Total operating and administrative expenses	$3,078	$2,015		$1,006
Contributions, gifts, grants paid	$0
Excess of revenue over expenses and disbursements	$-2,638
Net investment income		$1,336
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2011)
Total assets	$141,848	$141,016
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$92,566
Investments-corporate stock	$0
Investments-corporate bonds	$0
Investments-mortgage loans	$0
Investments-other	$0
Other	$49,282
Total liabilities	$1
Mortgages and other notes payable	$0
Other	$1
Total liabilities and net assets/fund balances	$141,848

Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income	$0
Net capital loss	$-2,911

Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No
Tax based on investment income	$27
Total credits and payments	$28
2011 estimated tax payments and 2010 overpayment credited to 2011	$28
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	$1
Amount to be credited to 2012 estimated tax	$1

Statements Regarding Activities (for 2011)
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 2011 or the taxable year beginning in 2011?	No

Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?	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 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$141,754
Net value of noncharitable-use assets	$139,620
Minimum investment return	$6,981

Distributable Amount (for 2011)
Distributable amount	$6,954

Undistributed Income (for 2011)
Distributable amount for 2011	$6,954
Undistributed income for 2011. This amount must be distributed in 2012	$5,342

	2011	2010	2009	2008	Total
Private Operating Foundations (for 2011)
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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Id	Name	Address	State	Established	Total Income
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9	Marjorie Leith Tr Uw Stratevest Group Na	PO BOX 477, Concord, NH 03302-0477	NH	1996-10	$21,703
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11	Mary R Geals Trust, Stratevest Group Na	PO BOX 477, Concord, NH 03302-0477	NH	1996-08	$48,351
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13	Metal Building Contractors & Erectors Association-Nec Inc	PO BOX 542, Ctr Ossipee, NH 03814-0542	NH	2008-03	$20,080
14	Mental Health Center For Southern New Hampshire Inc, Clm Center For Life Management	10 Tsienneto Rd, Derry, NH 03038-1505	NH	1971-11	$12,584,567
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