Babson-Webber-Mustard Fund, Judith Rhome Ttee in Nashua, New Hampshire (NH)
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 New Hampshire
| Babson-Webber-Mustard Fund, Judith Rhome Ttee | |
| Employer Identification Number (EIN) | 042307820 |
| Name of Organization | Babson-Webber-Mustard Fund |
| Secondary Name | Judith Rhome Ttee |
| In Care of Name | Judith Rhome Trustee |
| Address | 55 Kent Lane H-321, Nashua, NH 03062-2818 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1960 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $5,291,083 |
| Amount of Income | $1,761,575 |
| Form 990 Revenue Amount | $388,494 |
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 | $349,163 | $349,163 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $7,642 | |||
| Dividends and interest from securities | $156,162 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $185,359 | |||
| Total expenses and disbursements | $240,874 | $2,173 | $0 | $229,186 |
| Compensation of officers, directors, trustees, etc. | $27,600 | |||
| Total operating and administrative expenses | $73,463 | $2,173 | $61,775 | |
| Contributions, gifts, grants paid | $167,411 | |||
| Excess of revenue over expenses and disbursements | $108,289 | |||
| Net investment income | $346,990 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,691,159 | $4,691,159 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,779,689 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,866,419 | |
| Other | $45,051 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $4,691,159 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $185,359 |
| 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 | $6,940 |
| Total credits and payments | $7,651 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $7,640 |
| Exempt foreign organizations-tax withheld at source | $11 |
| 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 | $11 |
| Tax due | $0 |
| Overpayment | $689 |
| Amount to be credited to 2013 estimated tax | $689 |
| 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 | $4,719,498 |
| Net value of noncharitable-use assets | $4,648,700 |
| Minimum investment return | $232,435 |
| Distributable Amount (for 2012) | |
| Distributable amount | $225,495 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $225,495 |
| 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 New Hampshire | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Auburn Childrens House A Montessori School | 78 Rockingham Rd, Auburn, NH 03032-3956 | NH | 1992-02 | $212,614 |
| 2 | Audubon Society Of New Hampshire, Audubon Society Of Nh Ttee | 84 Silk Farm Road, Concord, NH 03301-8311 | NH | 1944-10 | $4,650,682 |
| 3 | Ausbon Sargent Land Preservation Trust | PO BOX 2040, New London, NH 03257-2040 | NH | 1988-05 | $2,528,928 |
| 4 | Autism Respite Resource Outreach -Community Service | PO BOX 507, Hampton Falls, NH 03844-0507 | NH | 2007-11 | $270,687 |
| 5 | Automotive Wholesalers Association Of New England | 2 Main St # 4, Peterborough, NH 03458-2418 | NH | 1944-08 | $2,969,093 |
| 6 | Autonomous Undersea Systems Institute | 8 Earle Dr, Lee, NH 03861-6211 | NH | 1995-03 | $75,792 |
| 7 | Goodwin Community Health | 311 Route 108, Somersworth, NH 03878-1522 | NH | 1973-03 | $7,967,063 |
| 8 | Avis M Nye Charitable Tr, Wadleigh Theodore Ttee | 95 Market St, Manchester, NH 03101-1933 | NH | 2000-08 | $26,139 |
| 9 | Aware A Citizens Committee For Bethlehems Future Inc | 1 Muchmore Rd, Bethlehem, NH 03574-5104 | NH | 1987-07 | $3,560 |
| 10 | Ayer Scholarship Tr | PO BOX 96, Plymouth, NH 03264-0096 | NH | $572,512 | |
| 11 | Babson-Webber-Mustard Fund, Judith Rhome Ttee | 55 Kent Lane H-321, Nashua, NH 03062-2818 | NH | 1960-04 | $1,761,575 |
| 12 | Baby Threads, Champagne Bonnie | PO BOX 713, Belmont, NH 03220-0713 | NH | 2002-09 | $39,460 |
| 13 | Bach With Verse | 476 Apple Hill Rd, Nelson, NH 03457-5310 | NH | 2005-01 | $44,144 |
| 14 | Nahum J Bachelder Trust Fbo Bachelder Library | PO BOX 477, Concord, NH 03302-0477 | NH | 1956-06 | $158,793 |
| 15 | Bae Systems Employees Community Fund Inc | C/O United Way 20 Broad Street, Nashua, NH 03064 | NH | 1960-04 | $2,380,125 |
| 16 | Bagan Foundation, Bagan Merwyn Ttee | 173 School St, Concord, NH 03301-2568 | NH | 1999-08 | $53,415 |
| 17 | Baker River Valley Snowmobile Club Inc | PO BOX 122, Wentworth, NH 03282 | NH | 2004-03 | $53,942 |
| 18 | Balch Lake Improvement Organization Blimp | Po Box 494, East Wakefield, NH 03830 | NH | 2003-10 | $0 |
| 19 | Bald Peak Colony Club | 180 Bald Peak Dr, Moultonboro, NH 03254-4542 | NH | 1996-02 | $5,398,936 |
| 20 | Bald Peak Community Fund Inc | PO BOX 201, Melvin Vlg, NH 03850-0201 | NH | 2006-01 | $144,448 |
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