Eleanor L Walker Revocable Trust 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
| Eleanor L Walker Revocable Trust | |
| Employer Identification Number (EIN) | 016098308 |
| Name of Organization | Eleanor L Walker Revocable Trust |
| In Care of Name | H M Payson & Co Ttees |
| Address | PO BOX 31, Portland, ME 04112-0031 |
| Subsection | Charitable Organization |
| Ruling Date | 07/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $509,223 |
| Amount of Income | $186,361 |
| Form 990 Revenue Amount | $25,858 |
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 | $50,722 | $50,722 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $14,646 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $36,076 | |||
| Total expenses and disbursements | $34,365 | $3,492 | $0 | $30,537 |
| Compensation of officers, directors, trustees, etc. | $6,298 | |||
| Total operating and administrative expenses | $7,289 | $3,492 | $3,461 | |
| Contributions, gifts, grants paid | $27,076 | |||
| Excess of revenue over expenses and disbursements | $16,357 | |||
| Net investment income | $47,230 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $485,491 | $614,075 |
| Cash - non-interest-bearing | $303 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $327,466 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $132,122 | |
| Other | $25,600 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $485,491 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $36,076 |
| 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 | $472 |
| Total credits and payments | $224 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $224 |
| 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 | $248 |
| 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? | 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 | $631,422 |
| Net value of noncharitable-use assets | $621,960 |
| Minimum investment return | $31,098 |
| Distributable Amount (for 2012) | |
| Distributable amount | $30,626 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $30,626 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $15,671 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Sanctuary At Maple Hill Farms Inc in Auburn, ME
 |
Waterboro Land Trust Inc in North Waterboro, ME
 |
| Interpreter Services For The Deaf Inc in Cambridge, ME |
| Ashland Area Cross Country Ski Club in Ashland, ME |
Honoring Of The Elders in Sanford, ME
 |
|
Legacy Inc in Hampden, ME
|
| Andover Educational Fund Inc in Andover, ME |
|
Curran Homestead in Orrington, ME
|
|
Dirigo Search And Rescue Association in Orono, ME
|
| Friends Of The Doubling Point Light in Arrowsic, ME |
| Other organizations in Maine | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Edward E And Hilda C Rosen Foundation | PO BOX 930, Bangor, ME 04402-0930 | ME | 1987-02 | $636,000 |
| 2 | Edward G Ernst Corporation | 686 Broadway, Bangor, ME 04401-3387 | ME | 1996-03 | $2,582 |
| 3 | Edward H Daveis Benevolent Fund | 245 Main St, Ellsworth, ME 04605-1613 | ME | 2007-12 | $89,078 |
| 4 | Ehope Foundation | PO BOX 7794, Portland, ME 04112-7794 | ME | 2005-03 | $3,684 |
| 5 | Eighth Maine Regiment Memorial Association | 13 Eighth Maine Ave, Peaks Island, ME 04108-1404 | ME | 2000-10 | $78,863 |
| 6 | Eldercare Network Of Lincoln County | PO BOX 652, Damariscotta, ME 04543-0652 | ME | 1997-06 | $2,066,963 |
| 7 | Elderly Home Inc | 521 Albert St Ste 206, Madawaska, ME 04756-1099 | ME | 1967-07 | $288,818 |
| 8 | Elderly Social Action Club | PO BOX 403, Fort Kent, ME 04743-0403 | ME | 1992-02 | $63,002 |
| 9 | Eleanor F Stich Recreational Tr | 511 Comgress St Ninth Fl, Portland, ME 04101 | ME | 2000-02 | $46,565 |
| 10 | Eleanor F Stich Scholarship Fund | 511 Congres St Ninth Fl, Portland, ME 04101-3482 | ME | 2000-02 | $36,152 |
| 11 | Eleanor L Walker Revocable Trust | PO BOX 31, Portland, ME 04112-0031 | ME | 1994-07 | $186,361 |
| 12 | Elias E Tucker Trust Uw | 300 Main St, Lewiston, ME 04240-7027 | ME | 1975-11 | $120,917 |
| 13 | Ellen M Crouchley Tr Fbo Ridgefield Library & Hist | PO BOX 1100, Ellsworth, ME 04605-1100 | ME | $40,610 | |
| 14 | Ellsworth Area Chamber Of Commerce | PO BOX 267, Ellsworth, ME 04605-0267 | ME | 1981-02 | $376,165 |
| 15 | Ellsworth Area Christian School | 171 Bar Harbor Rd, Trenton, ME 04605-5813 | ME | 2008-09 | $413,051 |
| 16 | Ellsworth Free Medical Clinic | 248 State St Ste 16, Ellsworth, ME 04605-1850 | ME | 2006-05 | $34,986 |
| 17 | Ellsworth High School Alumni Association | PO BOX 11, Ellsworth, ME 04605-0011 | ME | 1998-11 | $71,344 |
| 18 | Ellsworth Maine Rotary Club Foundation | P O Box 741, Ellsworth, ME 04605 | ME | 2006-11 | $0 |
| 19 | Elmhurst Inc | 400 Centre St, Bath, ME 04530-2007 | ME | 1982-05 | $3,863,118 |
| 20 | Elsie & William Viles Foundation, Johnston Mark L Treas | 71 Stone St, Augusta, ME 04330-5222 | ME | 1991-03 | $15,036,056 |
Organization representatives - add corrected or new information about Eleanor L Walker Revocable Trust »
Non-representatives - add comments about Eleanor L Walker Revocable Trust»