Michael & Zarisa Ziter Memorial Tr in Concord, New Hampshire (NH)

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Michael & Zarisa Ziter Memorial Tr
Employer Identification Number (EIN)036043815
Name of OrganizationMichael & Zarisa Ziter Memorial Tr
In Care of NameTd Bank Fiduciary Tax Dept
AddressPO BOX 477, Concord, NH 03302-0477
ActivitiesScholarships (other)
SubsectionCharitable Organization
Ruling Date05/1997
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period01/2014
Assets$25,000 to $99,999
Income$10,000 to $24,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$58,049
Amount of Income$17,174
Form 990 Revenue Amount$3,154
National Taxonomy of Exempt Entities (NTEE)Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards


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Amount of income in 2014: $17,174 (it was $13,245 in 2013)
Michael & Zarisa Ziter Memorial Tr: 

 $17,174
Other organizations performing similar types of work: 

 $72,336

Assets in 2014: $58,049 (it was $59,784 in 2013)
This organization: 

 $58,049
Other organizations performing similar types of work: 

 $239,394

Expenses in 2013: $2,843
This organization: 

 $2,843
Other organizations performing similar types of work: 

 $40,888

Income to expenses ratio in 2013: 6.0
This organization: 

 6.0
Other organizations performing similar types of work: 

 1.4

Grants share in income in 2013: 0.0%
This organization: 

 0.0%
Other organizations performing similar types of work: 

 0.1%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$2,337$2,337$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$1,436
Gross rents$0
Gross sales price for all assets$11,809
Gross profit from sales of goods$0
Other income$0
Other$901
Total expenses and disbursements$2,843$1,570$0$1,241
Compensation of officers, directors, trustees, etc.$1,556
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$0
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$1,602$1,570$0
Contributions, gifts, grants paid$1,241
Excess of revenue over expenses and disbursements$-506
Net investment income$767
Adjusted net income$0
Balance Sheets
20122013
Book ValueFair Market ValueBook ValueFair Market Value
Total assets$60,283$60,182$59,784$63,395
Cash - non-interest-bearing$0$0
Investments-U.S. and state government obligations$0$0
Investments-corporate stock$32,482$32,737
Investments-corporate bonds$26,561$25,137
Investments-mortgage loans$0$0
Investments-other$0$0
Other assets$0
Total liabilities$0$1
Mortgages and other notes payable$0$0
Other liabilities$0
Total liabilities and net assets/fund balances$60,283$59,784
Capital Gains and Losses for Tax on Investment Income
20122013
Capital gain net income$1,391$901
Net capital loss$0$0
Excise Tax Based on Investment Income
20122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNo
Tax based on investment income$32$15
Total credits and payments$140$0
Any penalty for underpayment of estimated tax$0$0
Tax due$15
Overpayment$0
Amount to be credited to next year's estimated tax$32$0
Statements Regarding Activities
20122013
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?NoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?No
Has the foundation filed a tax return on Form 990-T for this year?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNo
Did any persons become substantial contributors during the tax year?No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041No
Statements Regarding Activities for Which Form 4720 May Be Required
20122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNo
Agree to pay money or property to a government official?NoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?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))?NoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNo
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)?NoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?No
Minimum Investment Return
20122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$60,730$61,399
Net value of noncharitable-use assets$60,478
Minimum investment return$2,991$3,024
Distributable Amount
20122013
Distributable amount$2,959$3,009
Undistributed Income
20122013
Distributable amount for this year$2,959$3,009
Undistributed income for this year. This amount must be distributed in the next year$0$1,390
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
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
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$1,437$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Sylvester H Reed Memorial TrustPO BOX 1111, Pflugerville, TX 78691-1111TX1998-01$1,242,927
2Terry Foundation3104 Edloe, Houston, TX 77027-6098TX1997-07$305,792,014
3Louis L Borick Foundation2707 Kipling St, Houston, TX 77098-1214TX1997-07$86,100,330
4Wichita Center For Graduate Medical Education Inc1010 N Kansas St, Wichita, KS 67214-3124KS1990-08$23,498,748
5Thurgood Marshall College Fund Inc901 F St Nw Ste 300, Washington, DC 20004-1481DC1993-12$20,267,823
6Somerset Community Services IncPO BOX 18, Marion, MD 21838-0018MD1995-01$12,507,370
7Sigma Chi Foundation1714 Hinman Ave, Evanston, IL 60201-4517IL1941-04$11,127,580
8Supreme Council Education And Charity Fund33 Marrett Rd, Lexington, MA 02421-5703MA1955-12$10,306,163
9E Dante Bogni TrustPO BOX 477, Concord, NH 03302-0477NH1998-07$164,206
10Olive Keffer Tr Uw Smith CollegePO BOX 477, Concord, NH 03302-0477NH1996-05$136,325
11Goulder Family Foundation97 Ridge Rd, Hollis, NH 03049NH1967-02$107,839
12Alice M And Samuel Yarnold Scholarship Tr, Roberts S H & W S Danford Ttees127 Parrott Ave, Portsmouth, NH 03801-4402NH1995-03$30,031
13Isabel R Blodgett Memorial FundPO BOX 477, Concord, NH 03302-0477NH1995-04$23,154
14The@laurence C And Elizabeth Campbell Scholarship FundPO BOX 477, Concord, NH 03302-0477NH1998-01$21,990
15Michael & Zarisa Ziter Memorial TrPO BOX 477, Concord, NH 03302-0477NH1997-05$17,174
16Parkland Medical Center Nursing Memorial Scholarship Fund11 King Edward Dr, Londonderry, NH 03053-2843NH1995-09$2,313
17Greater Claremont Chamber Of Commerce Scholarship Fund24 Opera House Sq Ste 100, Claremont, NH 03743-5408NH1996-09$18
18David Coleman Firearms Freedom Foundation30 Doe Run Ln, Stratham, NH 03885-2306NH1996-03$0
19New Hampshire Partners Of The Americas110 Durham Point Rd, Durham, NH 03824-3126NH1997-05$0
20Thomas M Driscoll Memorial Scholarship Fund19 Budron Ave, Salem, NH 03079NH1990-05$0
Number of organizations performing similar types of work
Alaska15
Alabama29
Arkansas27
Arizona42
California252
Colorado46
Connecticut69
District of Columbia36
Delaware10
Florida151
Georgia78
Hawaii18
Iowa52
Idaho15
Illinois193
Indiana80
Kansas57
Kentucky48
Louisiana26
Massachusetts102
Maryland74
Maine15
Michigan138
Minnesota61
Missouri93
Mississippi12
Montana14
North Carolina100
North Dakota5
Nebraska30
New Hampshire12
New Jersey147
New Mexico15
Nevada16
New York202
Ohio188
Oklahoma33
Oregon38
Pennsylvania160
Rhode Island22
South Carolina36
South Dakota7
Tennessee42
Texas251
Utah11
Virginia136
Vermont9
Washington68
Wisconsin96
West Virginia21
Wyoming9
International5
Total3,412

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