Rosamond Thaxter Foundation 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
| Rosamond Thaxter Foundation | |
| Employer Identification Number (EIN) | 016019476 |
| Name of Organization | Rosamond Thaxter Foundation |
| In Care of Name | George S Payson |
| Address | PO BOX 31, Portland, ME 04112-0031 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1964 |
| 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 | $980,296 |
| Amount of Income | $360,326 |
| Form 990 Revenue Amount | $63,480 |
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 | $89,502 | $89,502 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $27,915 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $61,587 | |||
| Total expenses and disbursements | $66,734 | $9,516 | $0 | $56,448 |
| Compensation of officers, directors, trustees, etc. | $18,059 | |||
| Total operating and administrative expenses | $19,640 | $9,516 | $9,354 | |
| Contributions, gifts, grants paid | $47,094 | |||
| Excess of revenue over expenses and disbursements | $22,768 | |||
| Net investment income | $79,986 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $950,819 | $1,156,694 |
| Cash - non-interest-bearing | $427 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $706,228 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $197,030 | |
| Other | $47,134 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $950,819 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $61,587 |
| 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 | $1,600 |
| Total credits and payments | $1,152 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,152 |
| 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 | $448 |
| 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 | $1,138,549 |
| Net value of noncharitable-use assets | $1,121,480 |
| Minimum investment return | $56,074 |
| Distributable Amount (for 2012) | |
| Distributable amount | $54,474 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $54,474 |
| 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 | Rockland Kiwanis Foundation | PO BOX 285, Rockland, ME 04841-0285 | ME | 2005-03 | $50,610 |
| 2 | Rockland Public Library Association | PO BOX 18, Rockland, ME 04841-0018 | ME | 1997-07 | $26,717 |
| 3 | Rockland Rotary Club Charitable Fund | PO BOX 1811, Rockland, ME 04841-1811 | ME | 2009-03 | $1,024 |
| 4 | Rockport Boat Club | PO BOX 254, Rockport, ME 04856-0254 | ME | 2009-06 | $72,220 |
| 5 | Rocky Coast Housing Inc | 309 Cumberland Avenue, Portland, ME 04101-4982 | ME | 2005-09 | $41,087 |
| 6 | Rogers Mckay | 15 Glaude Ave, Saco, ME 04072 | ME | 1997-03 | $39,924 |
| 7 | Ronald Mcdonald House Charities Inc, Maine Inc | 142 Longfellow St, Portland, ME 04103-4027 | ME | 1977-11 | $266,676 |
| 8 | Ronald Mcdonald House Of Bangor Inc | 654 State St, Bangor, ME 04401-5609 | ME | 1994-09 | $574,587 |
| 9 | Ronald Mcdonald House Of Portland Maine Inc | 250 Brackett St, Portland, ME 04102-3208 | ME | 1988-11 | $545,322 |
| 10 | One Tree Center | PO BOX 7896, Portland, ME 04112-7896 | ME | 2005-03 | $211,337 |
| 11 | Rosamond Thaxter Foundation | PO BOX 31, Portland, ME 04112-0031 | ME | 1964-01 | $360,326 |
| 12 | Rose M Clark Trust Uw, Harmon Gilbert Ttee | PO BOX 190, Camden, ME 04843-0190 | ME | 1995-01 | $202,290 |
| 13 | Rosetta Foundation | 93 Young Rd, Augusta, ME 04330-8520 | ME | 1985-03 | $141,042 |
| 14 | Rosscare | 489 State St, Bangor, ME 04401-6616 | ME | 1984-08 | $6,011,131 |
| 15 | Rotary Club Of Boothbay Harbor Foundation Inc | 35 Town Landing Rd, Newagen, ME 04576-3323 | ME | 2000-08 | $58,570 |
| 16 | Rotary International, Boothbay Harbor Rotary Club | PO BOX 518, Boothbay Hbr, ME 04538-0518 | ME | 1942-09 | $41,823 |
| 17 | Rotary Club Of Scarborough Charitable Fund | P O Box 6455, Scarborough, ME 04070-6455 | ME | 2001-08 | $0 |
| 18 | Rotary Club Of West Bay Charitable Foundation | PO BOX 1033, Camden, ME 04843-1033 | ME | 2008-01 | $28,339 |
| 19 | Rotary Club Of York Maine Charitable Foundation | PO BOX 806, York, ME 03909-0806 | ME | 2005-03 | $123,067 |
| 20 | Rotary Foundation Of Damariscotta - Newcastle | Po Box 565, Damariscotta, ME 04543 | ME | 2008-06 | $0 |
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