Trust Family Foundation in Salem, 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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Other organizations in New Hampshire
| Trust Family Foundation | |
| Employer Identification Number (EIN) | 026070843 |
| Name of Organization | Trust Family Foundation |
| Address | 1 Stiles Rd Ste 202, Salem, NH 03079-4802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1988 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $10,000,000 to $49,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $20,753,099 |
| Amount of Income | $17,064,816 |
| Form 990 Revenue Amount | $440,706 |
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 | $823,055 | $858,093 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $373,846 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $19,024 | |||
| Other | $430,185 | |||
| Total expenses and disbursements | $1,164,595 | $94,898 | $0 | $1,063,697 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $214,505 | $94,898 | $113,607 | |
| Contributions, gifts, grants paid | $950,090 | |||
| Excess of revenue over expenses and disbursements | $-341,540 | |||
| Net investment income | $763,195 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $17,061,258 | $19,298,951 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $1,270,895 | |
| Investments-corporate stock | $1,281,094 | |
| Investments-corporate bonds | $3,565,889 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $10,285,863 | |
| Other | $657,517 | |
| Total liabilities | $16,900 | |
| Mortgages and other notes payable | $0 | |
| Other | $16,900 | |
| Total liabilities and net assets/fund balances | $17,044,358 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $430,185 |
| 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 | $7,632 |
| Total credits and payments | $16,884 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,884 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $13,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $9,252 |
| Amount to be credited to 2013 estimated tax | $9,252 |
| 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 | $18,662,327 |
| Net value of noncharitable-use assets | $18,382,400 |
| Minimum investment return | $919,120 |
| Distributable Amount (for 2012) | |
| Distributable amount | $911,488 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $911,488 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $156,510 |
| 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 |
| Unrelated Trade or Business Income (for 2008) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $-127,632 | $0 | $-127,632 |
| Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
| Cost of goods sold | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 |
| Capital gain net income | $24,580 | $0 | $24,580 |
| Net gain | $0 | $0 | $0 |
| Capital loss deduction for trusts | $0 | $0 | $0 |
| Income (loss) from partnerships and S corporations | $-152,212 | $0 | $-152,212 |
| Rent income | $0 | $0 | $0 |
| Unrelated debt-financed income | $0 | $0 | $0 |
| Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
| Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $1,520 | $0 |
| Exploited exempt activity income | $0 | $0 | $0 |
| Advertising income | $0 | $0 | $0 |
| Other income | $0 | $0 | $0 |
| Deductions Not Taken Elsewhere (for 2008) | |
| Total deductions | $0 |
| Compensation of officers, directors, and trustees | $0 |
| Salaries and wages | $0 |
| Repairs and maintenance | $0 |
| Bad debts | $0 |
| Interest | $0 |
| Taxes and licenses | $0 |
| Charitable contributions | $0 |
| Depreciation | $0 |
| Depletion | $0 |
| Contributions to deferred compensation plans | $0 |
| Employee benefit programs | $0 |
| Excess exempt expenses | $0 |
| Excess readership costs | $0 |
| Other deductions | $0 |
| Unrelated business taxable income | $-127,632 |
| Unrelated business taxable income before net operating loss deduction | $-127,632 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $-127,632 |
| Specific deduction | $0 |
| Write your review! |
|
|
| Recently Added Reviews |
Plymouth Area Community Closet in Plymouth, NH
  |
|
Dover Womenaid in Dover, NH
|
|
Clf Equestrian Team in New Durham, NH
|
|
The Area Choir Inc in Newport, NH
|
| Wounded Warriors At 45 North in Pittsburg, NH |
|
Family Promise Of Greater Concord Inc in Concord, NH
|
| Yogacaps Inc in Merrimack, NH |
|
Friends Of The Milton Free Public Library Inc in Milton Mills, NH
|
|
International Minority Hub in Manchester, NH
|
|
Veterans In Performing Arts -Vipa in Portsmouth, NH
|
| Other organizations in New Hampshire | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Rockingham Nutrition & Meals On Wheels Program | 106 North Rd, Brentwood, NH 03833-6614 | NH | 1979-02 | $2,591,869 |
| 2 | Salem Animal Rescue League | 4 Sarl Dr, Salem, NH 03079-4244 | NH | 1993-04 | $887,895 |
| 3 | Salem Youth Hockey | 11r Sunnyside Lane, Derry, NH 03038 | NH | 1985-12 | $175,419 |
| 4 | Sandwich Home Industries | PO BOX 164, Ctr Sandwich, NH 03227-0164 | NH | 1938-05 | $234,961 |
| 5 | Scott-Farrar Home | 11 Elm St, Peterborough, NH 03458-1031 | NH | 1969-06 | $3,730,643 |
| 6 | Smith Family Foundation Inc | PO BOX 326, Manchester, NH 03105-0326 | NH | $492,240 | |
| 7 | Stannard & Dorothy Dunn Charitable Trust, Roby Barbara D Ttee | Barbara D Roby Trustee 7 Bliss Lane, Lyme, NH 03768 | NH | 1991-07 | $1,127,943 |
| 8 | Stepping Stone Drop-In Center | 108 Pleasant St, Claremont, NH 03743-2608 | NH | 1996-03 | $321,184 |
| 9 | The Birchtree Center | 2064 Woodbury Avenue Suite 203-204, Newington, NH 03801-7801 | NH | 2001-01 | $4,034,352 |
| 10 | Towmasters | PO BOX 584, Newport, NH 03773 | NH | 2000-09 | $0 |
| 11 | Trust Family Foundation | 1 Stiles Rd Ste 202, Salem, NH 03079-4802 | NH | 1988-01 | $17,064,816 |
| 12 | United Way Of Greater Nashua Inc | 20 Broad Street, Nashua, NH 03064-2039 | NH | 1954-11 | $282,885 |
| 13 | West Central Services Inc | 9 Hanover St Suite 2, Lebanon, NH 03766-1312 | NH | 1987-04 | $10,068,029 |
| 14 | Francestown News | Po Box 147, Francestown, NH 03043 | NH | 1998-12 | $0 |
| 15 | Institute Of Management Accountants Inc, Ima Nh Chapter #0063 | 816 Elm Street, Manchester, NH 03101-2101 | NH | 1974-02 | $0 |
| 16 | Loon Mountain Ministry | PO BOX 1148, Lincoln, NH 03251-1148 | NH | $0 | |
| 17 | Our Lady Of Unity Inc | 193 Bradford Rd, Sunapee, NH 03782 | NH | 1999-04 | $0 |
| 18 | Roman Catholic Bishop Of Manchester A Coporation Sole, Aka The Diocese Of Manchester | 153 Ash St, Manchester, NH 03104-4348 | NH | 1946-03 | $0 |
| 19 | Trinity Baptist Church Of Concord Nh, Trinity Christian School | 80 Clinton St, Concord, NH 03301-2287 | NH | 2002-09 | $0 |
| 20 | Seacost Nh Usbc, Seacoast Nh Usbc | 14 Old Rochester Rd, Dover, NH 03820 | NH | 2004-09 | $0 |
Organization representatives - add corrected or new information about Trust Family Foundation »
Non-representatives - add comments about Trust Family Foundation»