29th May 1961 Charitable Trust in United Kingdom, (international)

Organization representatives - add corrected or new information about 29th May 1961 Charitable Trust »

Non-representatives - add comments about 29th May 1961 Charitable Trust»

29th May 1961 Charitable Trust
Employer Identification Number (EIN)986000987
Name of Organization29th May 1961 Charitable Trust
In Care of NameDafferns Llp
AddressHarry Weston Rd Cv32ub, United Kingdom
ActivitiesGifts or grants to individuals (other than scholarships)
SubsectionCharitable Organization
Ruling Date11/1964
DeductibilityContributions are not deductible
FoundationPrivate non-operating foundation
Tax Period04/2013
Assets$50,000,000 to greater
Income$5,000,000 to $9,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$124,324,480
Amount of Income$5,065,747
Form 990 Revenue Amount$4,917,002

Non-representatives - add comments:


Your IP address will be logged.

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$5,065,747$0$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$62,871
Dividends and interest from securities$4,345,637
Gross rents$657,239
Gross sales price for all assets$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$6,724,874$0$0$0
Compensation of officers, directors, trustees, etc.$995
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$62,378
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$1,043,210$0$0
Contributions, gifts, grants paid$5,681,664
Excess of revenue over expenses and disbursements$-1,659,127
Net investment income$0
Adjusted net income$0
Balance Sheets
Book ValueFair Market ValueBook ValueFair Market Value
Total assets$125,714,261$154,195,003$124,324,480$168,635,703
Cash - non-interest-bearing$0$0
Investments-U.S. and state government obligations$0$0
Investments-corporate stock$106,613,592$96,690,168
Investments-corporate bonds$0$0
Investments-mortgage loans$0$0
Other assets$0
Total liabilities$88,568$73,656
Mortgages and other notes payable$0$0
Other liabilities$0
Total liabilities and net assets/fund balances$125,625,693$124,250,824
Capital Gains and Losses for Tax on Investment Income
Capital gain net income$0$0
Net capital loss$0$0
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNo
Tax based on investment income$0$0
Total credits and payments$0$0
Any penalty for underpayment of estimated tax$0$0
Tax due$0
Amount to be credited to next year's estimated tax$0$0
Statements Regarding Activities
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?NoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?No
Has the foundation filed a tax return on Form 990-T for this year?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNo
Did any persons become substantial contributors during the tax year?No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?No
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041No
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNo
Agree to pay money or property to a government official?NoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?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))?NoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNo
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)?NoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?No
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$0$0
Net value of noncharitable-use assets$0
Minimum investment return$0$0
Distributable Amount
Distributable amount$0$0
Undistributed Income
Distributable amount for this year$0$0
Undistributed income for this year. This amount must be distributed in the next year$0$0
Private Operating Foundations (for 2010 - 2013)
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
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$0$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated


Your Review

Would you recommend 29th May 1961 Charitable Trust to others? (optional)
Add photo of 29th May 1961 Charitable Trust (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other international organizations
IdNameAddressStateEstablishedTotal Income
1New Zealand Anglican Church Pension BoardThordon Wellington 6144, New Zealandinternational1996-10$14,715,393
2University Of B C Pension Plan For Members Of The Academic StaffVancouver Bc V6t 1z3, Canadainternational1980-02$152,372,868
3Professional Hockey Players Assoc Health & Welfare Benefit Trt, American Hockey LeagueNiagara Falls On L2j 2k9, Canadainternational1998-07$3,453,641
4Arab Fund For Economic And Social DevelopmentKuwait City State Of Kuwait, Kuwaitinternational2002-05$141,110,637
5Croucher FoundationHong Kong, Hong Konginternational1985-12$921,670
6Donner Canadian FoundationToronto On, Canadainternational1954-11$9,848
7Friends Of The Virgin Islands National ParkPO BOX 811, St Johninternational1991-01$2,862,757
8Royal Institution For The Advancement Of Learning-Mcgill UniMontreal Qc H2x 0a8, Canadainternational1944-04$1,133,311
9The Wellcome TrustLondon, United Kingdominternational1987-01$584,510,232
10University Of WaterlooWaterloo On N2l 3g1, Canadainternational1984-11$905,814,099
1129th May 1961 Charitable TrustHarry Weston Rd Cv32ub, United Kingdominternational1964-11$5,065,747
124d Art Lemieux Pilon Inc4123 Rue Drolet, Montrealinternational2007-09$66,207
13A Taste Of St Croix IncPO BOX 25122, Christianstedinternational2009-12$103,352
14Academia De Directores Medicos De Puerto RicoRr 9 Box 1764, San Juaninternational1999-11$141,881
15Academia El Principito Inc, Academia El Principito3 Calle Jose A Mulet, Hormiguerosinternational2008-01$167,442
16Academy Of R V Tucker Study ClubsSquamish British Columbia V8b 0a3, Canadainternational1996-09$64,020
17Accion Social De Puerto Rico IncPO BOX 3930, Guaynabointernational1995-06$12,000,762
18Adam Property & Casualty Insurance CorporationThe Valley Anguilla, Anguillainternational2000-01$306,091
19Adoption Assistance Services1352 Calle Luchetti Apt 301, San Juan Condadointernational1985-05$1,786
20Adsml Consortium EvWashingtonplatz 1, Germanyinternational2005-05$288,582

NonProfitFacts.com is not associated with, endorsed by, or sponsored by 29th May 1961 Charitable Trust and has no official or unofficial affiliation with 29th May 1961 Charitable Trust