Clara Saltus 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
| Clara Saltus Trust Uw | |
| Employer Identification Number (EIN) | 026004790 |
| Name of Organization | Clara Saltus Trust Uw |
| In Care of Name | Td Bank Na Ttee Fiduciary Tx 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 | 12/2014 |
| 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 | $6,867,184 |
| Amount of Income | $1,787,730 |
| Form 990 Revenue Amount | $349,815 |
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 | $264,746 | $263,494 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $193,391 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,252 | |||
| Other | $70,103 | |||
| Total expenses and disbursements | $403,568 | $63,034 | $0 | $340,534 |
| Compensation of officers, directors, trustees, etc. | $59,404 | |||
| Total operating and administrative expenses | $63,034 | $63,034 | $0 | |
| Contributions, gifts, grants paid | $340,534 | |||
| Excess of revenue over expenses and disbursements | $-138,822 | |||
| Net investment income | $200,460 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $5,958,932 | $7,074,986 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $1,534,652 | |
| Investments-corporate stock | $3,036,511 | |
| Investments-corporate bonds | $1,202,526 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $185,243 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $5,958,932 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $70,103 |
| 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 | $2,005 |
| Total credits and payments | $2,868 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,868 |
| 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 | $863 |
| Amount to be credited to 2013 estimated tax | $863 |
| 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 | $7,074,671 |
| Net value of noncharitable-use assets | $6,968,560 |
| Minimum investment return | $348,428 |
| Distributable Amount (for 2012) | |
| Distributable amount | $346,423 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $346,423 |
| 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 | Cinderella Project Of Nh Org | 266 Deerfield Rd, Allentown, NH 03275-2609 | NH | 2002-03 | $78,912 |
| 2 | Cinnamon Street Childcare Center 9 | 3 Ice House Plz, Newport, NH 03773-5412 | NH | 1996-11 | $267,599 |
| 3 | Circle Program | PO BOX 815, Plymouth, NH 03264-0815 | NH | 1993-04 | $747,723 |
| 4 | Citizens For A Future New Hampshire | 580 Brockway Rd, Hopkinton, NH 03229-2012 | NH | 2006-12 | $500 |
| 5 | Seabrook Pto Citizens Organized To Raise Educati | C/O Seabrook Elem Sch 256 Walton Rd, Seabrook, NH 03874 | NH | 2002-03 | $31,217 |
| 6 | Lakes Region Santa Fund | 62 Pleasant Street, Laconia, NH 03246 | NH | 1975-05 | $182,859 |
| 7 | City Center Ballet Inc | PO BOX 66, Lebanon, NH 03766-0066 | NH | 2000-02 | $129,728 |
| 8 | City Cultural Commission | One Junkins Avenue, Portsmouth, NH 03801-4561 | NH | 2005-11 | $7,625 |
| 9 | Civil War Round Table Of Nh | PO BOX 867, Epping, NH 03042 | NH | 1998-06 | $1,088 |
| 10 | Clairmont Family Scholarship Fund Inc | 428 South Rd, Belmont, NH 03220-4420 | NH | 2004-10 | $676 |
| 11 | Clara Saltus Trust Uw | PO BOX 477, Concord, NH 03302-0477 | NH | $1,787,730 | |
| 12 | Claremont Community Television Inc | 111 South St, Claremont, NH 03743-3186 | NH | 2003-10 | $122,368 |
| 13 | Claremont Lodge No 1201 Loyal Order Of Moose, 1201 | 209 Broad St, Claremont, NH 03743-2627 | NH | 1935-08 | $114,881 |
| 14 | Claremont Opera House Inc | PO BOX 664, Claremont, NH 03743-0664 | NH | 1979-03 | $121,734 |
| 15 | Claremont Savings Bank Foundation | PO BOX 1600, Claremont, NH 03743-1600 | NH | 2003-03 | $168,008 |
| 16 | Claremont Senior Center Inc | 5 Acer Heights Rd, Claremont, NH 03743-5630 | NH | 1998-12 | $136,032 |
| 17 | Claremont Soup Kitchen Inc | PO BOX 957, Claremont, NH 03743-0957 | NH | 1983-08 | $215,341 |
| 18 | Classicopia | 33 Rayton Rd, Hanover, NH 03755-2212 | NH | 2001-06 | $29,835 |
| 19 | Clean Air Cool Planet Inc | 100 Market St Unit 204, Portsmouth, NH 03801-3760 | NH | 2000-03 | $1,012,455 |
| 20 | Clearlakes Chorale Inc | PO BOX 223, Wolfeboro, NH 03894-0223 | NH | 1985-09 | $32,530 |


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