John Fry Scholarship Fund Trust in Ellsworth, 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
| John Fry Scholarship Fund Trust | |
| Employer Identification Number (EIN) | 016007761 |
| Name of Organization | John Fry Scholarship Fund Trust |
| In Care of Name | Bar Harbor Trust Services Inc |
| Address | PO BOX 1100, Ellsworth, ME 04605-1100 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 02/1972 |
| Deductibility | Contributions are not deductible |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $10,000 to $24,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $11,255 |
| Amount of Income | $12,045 |
| Form 990 Revenue Amount | $1,158 |
Non-representatives - add comments:
Expenses 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 | $-134 | $234 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $234 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $1,262 | $245 | $0 | $983 |
| Compensation of officers, directors, trustees, etc. | $132 | |||
| Total operating and administrative expenses | $520 | $245 | $241 | |
| Contributions, gifts, grants paid | $742 | |||
| Excess of revenue over expenses and disbursements | $-1,396 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $12,169 | $12,757 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $12,169 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $12,169 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-368 |
| 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 | $0 |
| Total credits and payments | $20 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $20 |
| 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 | $20 |
| 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? | Yes |
| 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 | $13,115 |
| Net value of noncharitable-use assets | $12,920 |
| Minimum investment return | $646 |
| Distributable Amount (for 2012) | |
| Distributable amount | $646 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $646 |
| 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 Maine | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Jewish Community Endowment Associates | PO BOX 919, Bangor, ME 04402-0919 | ME | 1967-10 | $118,357 |
| 2 | Jfm No 2 Corp | 800 Center St, Auburn, ME 04210-6404 | ME | 2007-07 | $80,134 |
| 3 | Jha Assisted Living Inc | 630 Ocean Ave, Portland, ME 04103-2704 | ME | 2005-01 | $477,109 |
| 4 | Jha Properties Inc | 630 Ocean Ave, Portland, ME 04103-2704 | ME | 1997-12 | $2,139,795 |
| 5 | Jha Services Inc | 630 Ocean Ave, Portland, ME 04103-2704 | ME | 1991-02 | $11,274,674 |
| 6 | Jobs For Maines Graduates Inc | 45 Commerce Dr Ste 9, Augusta, ME 04330-7889 | ME | 1995-01 | $7,558,281 |
| 7 | John Bapst Memorial High School Foundation | 100 Broadway, Bangor, ME 04401-5204 | ME | 1970-07 | $68,524 |
| 8 | John Chabot Educational Foundation | PO BOX 1407, Lewiston, ME 04243-1407 | ME | 1992-11 | $342,891 |
| 9 | John F Murphy Foundation For The Mentally Retarded Inc | 800 Center St, Auburn, ME 04210-6404 | ME | 1992-03 | $1,227 |
| 10 | John F Murphy No 1 Corp | 800 Center St, Auburn, ME 04210-6404 | ME | 1991-04 | $49,108 |
| 11 | John Fry Scholarship Fund Trust | PO BOX 1100, Ellsworth, ME 04605-1100 | ME | 1972-02 | $12,045 |
| 12 | John M Eagleson Jr Institute, Eagleson Institute | PO BOX 954, Sanford, ME 04073-0954 | ME | 1989-08 | $1,120,156 |
| 13 | John M Robinson Foundation | 8 Waters Edge Rd, Falmouth, ME 04105-1934 | ME | 1994-05 | $808,728 |
| 14 | John Sage Foundation | 538 Malbons Mills Rd, Skowhegan, ME 04976-4141 | ME | 1992-07 | $366,127 |
| 15 | John Theriault Scholarship Fund, Theriault Dorothy Ttee | 2 Karynel Dr, S Portland, ME 04106-6433 | ME | 1991-09 | $3,779 |
| 16 | John Viles Wing Snowmobile Club | 1014 Poplar Stream Rd, Carabaset Vly, ME 04947-5347 | ME | 1988-05 | $57,018 |
| 17 | John W Carter Scholarship Fund | PO BOX 940, Damariscotta, ME 04543-0940 | ME | $36,585 | |
| 18 | John W Mckeen Tr Uw, Peter J Malia Jr Ttee | PO BOX 290, Fryeburg, ME 04037-0290 | ME | 2000-08 | $16,455 |
| 19 | Johnson Hall Inc | PO BOX 777, Gardiner, ME 04345-0777 | ME | 1989-01 | $192,019 |
| 20 | Jonathan Fisher Memorial Inc | PO BOX 537, Blue Hill, ME 04614-0537 | ME | 1957-08 | $13,916 |
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