William O Emery Trust Uw 60 Fbo, N Parish Congregational Church Nect in Portland, 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
| William O Emery Trust Uw 60 Fbo, N Parish Congregational Church Nect | |
| Employer Identification Number (EIN) | 016006980 |
| Name of Organization | William O Emery Trust Uw 60 Fbo |
| Secondary Name | N Parish Congregational Church Nect |
| In Care of Name | Hm Payson & Co |
| Address | PO BOX 31, Portland, ME 04112-0031 |
| 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 | 08/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $488,568 |
| Amount of Income | $88,826 |
| Form 990 Revenue Amount | $10,937 |
Non-representatives - add comments:
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 | $10,937 | $14,174 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $14,174 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $20,304 | $3,737 | $0 | $14,451 |
| Compensation of officers, directors, trustees, etc. | $2,625 | |||
| Total operating and administrative expenses | $7,059 | $3,737 | $1,206 | |
| Contributions, gifts, grants paid | $13,245 | |||
| Excess of revenue over expenses and disbursements | $-9,367 | |||
| Net investment income | $10,437 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $495,387 | $520,979 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $393,762 | |
| Investments-corporate bonds | $77,539 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $24,086 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $495,387 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-3,237 |
| 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 | $209 |
| Total credits and payments | $1,144 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,144 |
| 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 | $935 |
| Amount to be credited to 2013 estimated tax | $212 |
| 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 | $502,399 |
| Net value of noncharitable-use assets | $494,860 |
| Minimum investment return | $24,743 |
| Distributable Amount (for 2012) | |
| Distributable amount | $24,534 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $24,534 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $4,687 |
| 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 | York County Chiefs Association | 1 Summer St, Kennebunk, ME 04043-6641 | ME | 2008-10 | $51,253 |
| 2 | York County Community Action Corp | 6 Spruce St, Sanford, ME 04073-2917 | ME | 1968-03 | $15,248,250 |
| 3 | York County Community College Foundation | PO BOX 529, Wells, ME 04090-0529 | ME | 1997-01 | $172,564 |
| 4 | York Public Library Association Inc | 15 Long Sands Rd, York, ME 03909-1109 | ME | 1979-10 | $806,666 |
| 5 | York Senior Center Inc | 36 Main Street, York, ME 03909 | ME | 1987-10 | $1,936 |
| 6 | York Soccer Club | PO BOX 527, York, ME 03909-0527 | ME | 1997-04 | $72,907 |
| 7 | Young Womens Christian Association Of Portland Maine | PO BOX 4716, Portland, ME 04112-4716 | ME | 1934-11 | $329,393 |
| 8 | Youth And Family Outreach | 331 Cumberland Ave, Portland, ME 04101-2957 | ME | 1979-09 | $942,018 |
| 9 | Youth Arts Program Charitable Trust, Youth Arts | Po Box 762, Camden, ME 04843 | ME | 1973-09 | $0 |
| 10 | William H Bray Trust Fbo Belfast Home For Aged Women Depositors Tru | PO BOX 211, Belfast, ME 04915-0211 | ME | 1970-12 | $2,870 |
| 11 | William O Emery Trust Uw 60 Fbo, N Parish Congregational Church Nect | PO BOX 31, Portland, ME 04112-0031 | ME | $88,826 | |
| 12 | William O Emery Trust Uw 61 Fbo, Me 59-6130778130 | PO BOX 31, Portland, ME 04112-0031 | ME | $113,294 | |
| 13 | Youth Outreach Ministries Inc, His Place | 1061 King St, Oxford, ME 04270-4804 | ME | 2000-05 | $11,750 |
| 14 | Youth Promise | 13 Lilac Garden Rd, Damariscotta, ME 04543-4629 | ME | 1997-10 | $290,826 |
| 15 | Ypikids Inc | C/O Paul Denckla 10 Free St, Camden, ME 04843 | ME | 2010-02 | $18,175 |
| 16 | Z A Mersereau Trust 38 Main St | PO BOX 1407, Lewiston, ME 04243-1407 | ME | 1972-06 | $288,576 |
| 17 | Zikomo | 589 Roosevelt Trl, Windham, ME 04062-4908 | ME | 2006-12 | $29,044 |
| 18 | A Plate For All | 1 Phinney St, Gorham, ME 04038 | ME | 2010-12 | $0 |
| 19 | Ancient Free & Accepted Masons Of Maine | PO BOX 1, Rockland, ME 04841 | ME | 1941-01 | $7,816 |
| 20 | Andrew C Marsh Meml Fund | 21 Stevens Ave, Portland, ME 04102-2221 | ME | 2010-02 | $34,179 |
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