Oliver J M Gilman Trust in Laconia, 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
| Oliver J M Gilman Trust | |
| Employer Identification Number (EIN) | 020222133 |
| Name of Organization | Oliver J M Gilman Trust |
| In Care of Name | Bank Of New Hampshire Trust Dpt |
| Address | 62 Pleasant St, Laconia, NH 03246-3420 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| 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 | 03/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,110,099 |
| Amount of Income | $269,222 |
| Form 990 Revenue Amount | $60,853 |
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 | $60,853 | $60,853 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $54 | |||
| Dividends and interest from securities | $47,600 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $13,199 | |||
| Total expenses and disbursements | $93,216 | $14,317 | $0 | $78,899 |
| Compensation of officers, directors, trustees, etc. | $13,279 | |||
| Total operating and administrative expenses | $21,214 | $14,317 | $6,897 | |
| Contributions, gifts, grants paid | $72,002 | |||
| Excess of revenue over expenses and disbursements | $-32,363 | |||
| Net investment income | $46,536 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,210,880 | $1,595,754 |
| Cash - non-interest-bearing | $328 | |
| Investments-U.S. and state government obligations | $135,546 | |
| Investments-corporate stock | $641,382 | |
| Investments-corporate bonds | $313,899 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $119,725 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,210,880 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $13,199 |
| 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 | $465 |
| Total credits and payments | $840 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $840 |
| 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 |
| Overpayment | $375 |
| Amount to be credited to 2013 estimated tax | $375 |
| 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 | $1,511,750 |
| Net value of noncharitable-use assets | $1,489,080 |
| Minimum investment return | $74,454 |
| Distributable Amount (for 2012) | |
| Distributable amount | $73,989 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $73,989 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $67,092 |
| 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 | Oak Grove Cemetery Assoc | 108 Main St, Enfield, NH 03748-3049 | NH | 1945-06 | $27,991 |
| 2 | Odyssey House Foundation Inc | PO BOX 891, Hampton, NH 03843-0891 | NH | 1971-10 | $475,051 |
| 3 | Odyssey House Inc | 500 Market St Unit 9, Portsmouth, NH 03801-3457 | NH | 1987-01 | $1,473 |
| 4 | Oes Guidepost To Eastern Star Activities In Nh Inc | 6 Potanipo Hill, Brookline, NH 03033 | NH | 2008-07 | $0 |
| 5 | National Federation Of Hypnotists 104 Local Federa | 11 Penacook Terrace, Merrimack, NH 03054 | NH | 1946-04 | $42,461 |
| 6 | Office Of Public Guardian | 2 Pillsbury St Ste 400, Concord, NH 03301-3549 | NH | 1983-11 | $2,639,856 |
| 7 | Oil Heat Council Of Nh Inc | PO BOX 3898, Concord, NH 03302-3898 | NH | 1964-09 | $118,718 |
| 8 | Old Fort-4 Associates | PO BOX 1336, Charlestown, NH 03603-1336 | NH | 1956-09 | $95,986 |
| 9 | Old Meeting House Of Francestown Inc | PO BOX 213, Francestown, NH 03043-0213 | NH | 1987-10 | $34,671 |
| 10 | Olin J Cochran Tr Uw | PO BOX 477, Concord, NH 03302-0477 | NH | 1979-02 | $935,123 |
| 11 | Oliver J M Gilman Trust | 62 Pleasant St, Laconia, NH 03246-3420 | NH | $269,222 | |
| 12 | On Belay Inc | Po Box 39, Durham, NH 03824 | NH | 2008-09 | $64,267 |
| 13 | On The Road To Recovery Inc | 13 Orange St, Manchester, NH 03104-6001 | NH | 1999-12 | $449,440 |
| 14 | Onaway Camp Trust | 27 Camp Onaway Dr, Hebron, NH 03241-7434 | NH | 1965-07 | $1,642,892 |
| 15 | One Sky Community Services Inc | 755 Banfield Rd Ste 3, Portsmouth, NH 03801-5647 | NH | 1984-11 | $21,952,500 |
| 16 | One Step Further Peer Support Circle | 4 Gavin Falls Rd Ste 30, Concord, NH 03301 | NH | 2002-11 | $36,631 |
| 17 | One World Language School | 191 Durham Point Rd, Durham, NH 03824-3415 | NH | 2004-05 | $136,534 |
| 18 | Open Arms Outreach Inc | 756 Union Ave, Laconia, NH 03246-2569 | NH | 1997-03 | $354,656 |
| 19 | Open Doors Outreach Inc | PO BOX 5005, Manchester, NH 03108-5005 | NH | 1997-09 | $945 |
| 20 | Opera New Hampshire Inc | PO BOX 3426, Manchester, NH 03105-3426 | NH | 1965-01 | $80,588 |


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