Frederick Orrin Brown Trust, Bar Harbor Bank And Trust in Ellsworth, 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
| Frederick Orrin Brown Trust, Bar Harbor Bank And Trust | |
| Employer Identification Number (EIN) | 046008113 |
| Name of Organization | Frederick Orrin Brown Trust |
| Secondary Name | Bar Harbor Bank And Trust |
| In Care of Name | Bar Harbor Trust Services |
| Address | PO BOX 1100, Ellsworth, ME 04605-1100 |
| Activities | 4947(a)(2) trust |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Organization | Association |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $780,407 |
| Amount of Income | $688,172 |
| Form 990 Revenue Amount | $47,399 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $83,941 | $83,941 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $22,400 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $61,541 | |||
| Total expenses and disbursements | $100,025 | $5,941 | $0 | $93,436 |
| Compensation of officers, directors, trustees, etc. | $7,114 | |||
| Total operating and administrative expenses | $10,744 | $5,941 | $4,155 | |
| Contributions, gifts, grants paid | $89,281 | |||
| Excess of revenue over expenses and disbursements | $-16,084 | |||
| Net investment income | $78,000 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $811,892 | $853,301 |
| 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 | $811,892 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $811,892 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $61,541 |
| 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 | $780 |
| Total credits and payments | $500 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $500 |
| 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 | $280 |
| 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 | $870,121 |
| Net value of noncharitable-use assets | $857,060 |
| Minimum investment return | $42,853 |
| Distributable Amount (for 2012) | |
| Distributable amount | $42,073 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $42,073 |
| 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 | Georgetown Volunteer Fire Department Inc | PO BOX 199, Georgetown, ME 04548-0199 | ME | 2009-09 | $73,773 |
| 2 | Geriatric Resource Network | 110 Free St, Portland, ME 04101-3908 | ME | 2001-05 | $232,115 |
| 3 | German Protestant Society | Pobox 205, Waldoboro, ME 04572 | ME | 2005-04 | $25,939 |
| 4 | Ghf Residential Services | Po Box 227, Belfast, ME 04915 | ME | 2007-06 | $33,411 |
| 5 | Gift From Within | 16 Cobb Hill Rd, Camden, ME 04843-4341 | ME | 1993-05 | $68,555 |
| 6 | Gilbert & Sullivan Society Of Hancock County, The Gilbert And Sullivan Society Of Maine | Po Box 1791, Ellsworth, ME 04605 | ME | 1979-06 | $0 |
| 7 | Fund For The European University At St Petersburg | 37 Willow Grove Rd, Brunswick, ME 04011-2964 | ME | 2005-02 | $2,135,673 |
| 8 | Fund For Commonweal | PO BOX 1100, Ellsworth, ME 04605-1100 | ME | 2002-09 | $882,406 |
| 9 | George & Raymond Frank Foundation | PO BOX 789, Yarmouth, ME 04096-0789 | ME | 1999-04 | $951,938 |
| 10 | Generalist Association Inc | 999 Sawyer Rd, Cape Eliz, ME 04107-9638 | ME | 1974-09 | $7,000 |
| 11 | Frederick Orrin Brown Trust, Bar Harbor Bank And Trust | PO BOX 1100, Ellsworth, ME 04605-1100 | ME | $688,172 | |
| 12 | Grafton Pond Land Trust | 35 Old Powerhouse Rd, Falmouth, ME 04105-1615 | ME | 1990-02 | $4,310 |
| 13 | Gould Family Charitable Foundation | 261 Point Sebago Rd, Casco, ME 04015-3666 | ME | 1992-04 | $4,000 |
| 14 | Ginn Family Foundation | 220 Maine Mall Road, South Portland, ME 04106-2313 | ME | 2002-06 | $316,825 |
| 15 | Girl Scouts Of Maine Inc | 138 Gannett Dr, So Portland, ME 04106-6938 | ME | 1974-02 | $6,331,509 |
| 16 | Glenburn Housing Corp | 4 Union St Ste 9, Bangor, ME 04401-6457 | ME | 1979-06 | $228,577 |
| 17 | Glenburn Library Irrv Tr | 511 Congress St Ninth Fl, Portland, ME 04101-3482 | ME | 2001-04 | $4,468 |
| 18 | Global Harvest Outreach | 679 Roosevelt Trail, Windham, ME 04062 | ME | 2005-07 | $0 |
| 19 | Global Network Against Weapons Nuclear Power In Space | Po Box 652, Brunswick, ME 04011 | ME | 1999-08 | $65,865 |
| 20 | Global Quest | 1 Longfellow Sq Ste 201, Portland, ME 04101-3792 | ME | 1999-10 | $2,700 |
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