John S & Helen E Carver Fund in Portland, Maine (ME)

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John S & Helen E Carver Fund
Employer Identification Number (EIN)016044693
Name of OrganizationJohn S & Helen E Carver Fund
In Care of NameHm Payson & Co
AddressPO BOX 31, Portland, ME 04112-0031
Activities4947(a)(2) trust
SubsectionCharitable Organization
Ruling Date01/2011
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period08/2014
Assets$1,000,000 to $4,999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$1,600,711
Amount of Income$281,104
Form 990 Revenue Amount$82,607
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2014: $281,104 (it was $2,764,807 in 2012)
John S & Helen E Carver Fund: 

 $281,104
Other organizations performing similar types of work: 

 $103,138

Assets in 2014: $1,600,711 (it was $1,634,889 in 2012)
This organization: 

 $1,600,711
Other organizations performing similar types of work: 

 $338,623

Expenses in 2012: $93,712
This organization: 

 $93,712
Other organizations performing similar types of work: 

 $46,867

Income to expenses ratio in 2012: 3.0
This organization: 

 3.0
Other organizations performing similar types of work: 

 1.1

Grants share in income in 2012: 0.0%
This organization: 

 0.0%
Other organizations performing similar types of work: 

 79.6%

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$82,607$82,607$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$48,898
Gross rents$0
Gross profit from sales of goods$0
Other income$301
Other$33,408
Total expenses and disbursements$93,712$8,490$0$81,857
Compensation of officers, directors, trustees, etc.$6,589
Total operating and administrative expenses$14,052$8,490$2,197
Contributions, gifts, grants paid$79,660
Excess of revenue over expenses and disbursements$-11,105
Net investment income$74,117
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$1,634,889$1,720,640
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$1,313,716
Investments-corporate bonds$256,270
Investments-mortgage loans$0
Investments-other$0
Other$64,903
Total liabilities$0
Total liabilities and net assets/fund balances$1,634,889
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$33,408
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$1,482
Total credits and payments$1,856
2012 estimated tax payments and 2011 overpayment credited to 2012$1,856
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$374
Amount to be credited to 2013 estimated tax$374
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$1,682,859
Net value of noncharitable-use assets$1,657,620
Minimum investment return$82,881
Distributable Amount (for 2012)
Distributable amount$81,399
Undistributed Income (for 2012)
Distributable amount for 2012$81,399
Undistributed income for 2012. This amount must be distributed in 2013$24,594
Private Operating Foundations (for 2012)
2012201120102009Total
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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IdNameAddressStateEstablishedTotal Income
1Verrill Foundation7 Broad Cove Way, Cumberland Foreside, ME 04110ME2007-08$2,527,903
2Waterhouse Youth Endowment Fund62 Portland Rd Ste 25, Kennebunk, ME 04043-6650ME2014-07$1,509,276
3Joshua W Curtis Jr Charitable TrPO BOX 656, Bangor, ME 04402-0656ME2009-05$783,623
4Wellspring Charitable FoundationPO BOX 4405, Portland, ME 04101-0605ME2008-06$777,024
5Barbara Cassidy Foundation, Cassidy Barbara A TteePO BOX 468, Biddeford, ME 04005-0468ME2009-12$674,159
6Sherman Family Foundation874 Shore Rd, Cape Eliz, ME 04107-1525ME2000-01$496,921
7The Frank L Currier Charitable, Morse Janice C TteeC/O Janice C Morse Trustee 16 Turne, Berwick, ME 03901ME1999-12$137,979
8Susannah M Swihart Charitable Foundation16 Town Landing Rd, Cumb Foreside, ME 04110-1110ME2000-09$109,884
9The Edward L And Ruth J Jones Charitable FoundationC/O Robert B Gregory, Damariscotta, ME 04543ME1998-10$106,056
10Trust U/W Lucy W Hardy B/O H D Goodall Hospital IncPO BOX 31, Portland, ME 04112-0031ME2011-01$81,447
11Traveler Fund, Skydell Paul Et Al TteeC/O Skydell 251 High St, Bath, ME 04530ME2002-03$38,726
12James C Macleod Scholarship TrustPO BOX 1100, Ellsworth, ME 04605-1100ME2014-07$36,730
13The Morton Mendes Charitable Foundation188 Main Rd, Westport Is, ME 04578-3107ME2014-09$33,494
14The Forrest S Hutchins Foundation, Hutchins Wayne K Ttee26 Ellsworth St, Springvale, ME 04083-1611ME2001-02$26,501
15Charles J And Barbara M Osicka Foundation IncPO BOX 308, Bristol, ME 04539-0308ME2009-07$15,672
16Rosenthal Charitable Trust B46 Firstpark Drive, Oakland, ME 04963-5375ME2012-08$9,076
17Woodland Charitable Foundation8 Lookout Pt, Phippsburg, ME 04562-4327ME2000-05$1,626
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Number of organizations performing similar types of work
Alaska9
Alabama199
Arkansas82
Arizona267
California2,351
Colorado400
Connecticut391
District of Columbia107
Delaware405
Florida1,490
Georgia455
Hawaii86
Iowa147
Idaho73
Illinois1,069
Indiana261
Kansas152
Kentucky147
Louisiana127
Massachusetts713
Maryland422
Maine67
Michigan549
Minnesota327
Missouri308
Mississippi56
Montana59
North Carolina649
North Dakota15
Nebraska126
New Hampshire66
New Jersey849
New Mexico78
Nevada194
New York2,454
Ohio628
Oklahoma223
Oregon179
Pennsylvania935
Rhode Island181
South Carolina141
South Dakota32
Tennessee192
Texas1,225
Utah217
Virginia452
Vermont36
Washington375
Wisconsin334
West Virginia49
Wyoming61
International38
Total20,448

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