Bertha Joslyn Trust Uw in Concord, 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
| Bertha Joslyn Trust Uw | |
| Employer Identification Number (EIN) | 036018481 |
| Name of Organization | Bertha Joslyn Trust Uw |
| In Care of Name | Fiduciary Tax Dept |
| Address | PO BOX 477, Concord, NH 03302-0477 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| 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 | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $169,783 |
| Amount of Income | $44,928 |
| Form 990 Revenue Amount | $9,450 |
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 | $6,859 | $6,523 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,758 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $336 | |||
| Other | $1,765 | |||
| Total expenses and disbursements | $11,232 | $1,785 | $0 | $9,446 |
| Compensation of officers, directors, trustees, etc. | $2,028 | |||
| Total operating and administrative expenses | $2,664 | $1,785 | $878 | |
| Contributions, gifts, grants paid | $8,568 | |||
| Excess of revenue over expenses and disbursements | $-4,373 | |||
| Net investment income | $4,738 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $174,586 | $178,084 |
| 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 | $167,358 | |
| Other | $7,228 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $174,586 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,765 |
| 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 | $47 |
| Total credits and payments | $72 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $72 |
| 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 | $25 |
| Amount to be credited to 2013 estimated tax | $25 |
| 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? | No |
| 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 | $178,318 |
| Net value of noncharitable-use assets | $175,640 |
| Minimum investment return | $8,782 |
| Distributable Amount (for 2012) | |
| Distributable amount | $8,735 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $8,735 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $2,432 |
| 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 | World Deliverance Ministries A Social Service Agency Inc | 79 South Main Street Ste 177, Rochester, NH 03867-2707 | NH | 1976-03 | $0 |
| 2 | Ensemble Soleil | Po Box 933, New London, NH 03257 | NH | 2012-10 | $0 |
| 3 | Northeast Cholesterol Foundation | 373 North Amherst Rd, Bedford, NH 03110 | NH | 2000-03 | $0 |
| 4 | Shiloh Community Church Inc | 55 Edmond St, Manchester, NH 03102-3320 | NH | 2000-03 | $0 |
| 5 | Kingdom Christian Ministries | 18 Fairwood Drive, Dublin, NH 03444-8320 | NH | 2003-10 | $0 |
| 6 | Riverside Christian Church | 27 Depot St, Merrimack, NH 03054-3427 | NH | 1992-05 | $0 |
| 7 | Wellspring Worship Center Of Lebanon | 407 N Main St, West Lebanon, NH 03784-1010 | NH | 1980-01 | $0 |
| 8 | Katherine T Griffith Trust | PO BOX 477, Concord, NH 03302-0477 | NH | $34,630 | |
| 9 | Roosevelt Jackson Carter Court Tr 091478 - | PO BOX 477, Concord, NH 03302-0477 | NH | $92,887 | |
| 10 | American Production & Inventory Control Society | Po Box 746, Jaffrey, NH 03452 | NH | 1982-07 | $1,557 |
| 11 | Bertha Joslyn Trust Uw | PO BOX 477, Concord, NH 03302-0477 | NH | $44,928 | |
| 12 | Bristol Cemetery Assoc | PO BOX 149, Bristol, NH 03222-0149 | NH | 2009-08 | $12,623 |
| 13 | Charles H Strong Tr Ua Dtd 05031922 42h043012 | PO BOX 477, Concord, NH 03302-0477 | NH | $938,507 | |
| 14 | Daniel L Rogers Trust 288 | PO BOX 477, Concord, NH 03302-0477 | NH | $235,527 | |
| 15 | Elbert S Brigham Trust | PO BOX 477, Concord, NH 03302-0477 | NH | $191,787 | |
| 16 | First Pres Church Hf | PO BOX 477, Concord, NH 03302-0477 | NH | $87,134 | |
| 17 | Foulds Mem Lab Tr | PO BOX 477, Concord, NH 03302-0477 | NH | $93,862 | |
| 18 | Freedom Village Store | PO BOX 167, Freedom, NH 03836-0167 | NH | 2012-03 | $76,845 |
| 19 | Full Gospel Business Mens Fellowship In America | 264 Dover Point Road, Dover, NH 03820 | NH | 2006-12 | $96 |
| 20 | Greater Barrington Chamber Of Commerce | PO BOX 363, Barrington, NH 03825-0363 | NH | 1996-01 | $67,731 |
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