Betsy And James U Guthrie Foundation in Peru, Indiana (IN)
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
- Organizations performing similar types of work
| Betsy And James U Guthrie Foundation | |
| Employer Identification Number (EIN) | 352015360 |
| Name of Organization | Betsy And James U Guthrie Foundation |
| Address | 27 1/2 W 6th St, Peru, IN 46970-2136 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $15,661 |
| Amount of Income | $409 |
| Form 990 Revenue Amount | $1,762 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2012: $409 (it was $1,762 in 2011)
| Betsy And James U Guthrie Foundation: | $409 |
| Other organizations performing similar types of work: | $120,160 |
Assets in 2012: $15,661 (it was $15,499 in 2011)
| This organization: | $15,661 |
| Other organizations performing similar types of work: | $450,518 |
Expenses in 2012: $247
| Betsy And James U Guthrie Foundation: | $247 |
| Other organizations performing similar types of work: | $61,287 |
Income to expenses ratio in 2012: 1.7
| Betsy And James U Guthrie Foundation: | 1.7 |
| Other organizations performing similar types of work: | 7.3 |
Grants share in income in 2012: 0.0%
| Betsy And James U Guthrie Foundation: | 0.0% |
| Other organizations performing similar types of work: | 8.9% |
Revenue 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 | $409 | $409 | $351 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $351 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $58 | |||
| Total expenses and disbursements | $247 | $247 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $247 | $247 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $162 | |||
| Net investment income | $162 | |||
| Adjusted net income | $351 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $15,661 | $16,161 |
| Cash - non-interest-bearing | $477 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $15,184 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $15,661 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $58 |
| 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 | $3 |
| Total credits and payments | $3 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $3 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | 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 | $15,204 |
| Net value of noncharitable-use assets | $14,980 |
| Minimum investment return | $749 |
| Distributable Amount (for 2012) | |
| Distributable amount | $746 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $746 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $192 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Roy Whistler Foundation Inc | PO BOX 469, Lafayette, IN 47902-0469 | IN | 1997-03 | $2,501,419 |
| 2 | Sam Shine Foundation Inc | PO BOX 1407, New Albany, IN 47151-1407 | IN | 1995-11 | $1,918,165 |
| 3 | Suedhoff Memorial Trust Inc | 3326 Mallard Cove Ln, Fort Wayne, IN 46804-2884 | IN | 1996-03 | $739,976 |
| 4 | Warren E & D Lou Gast Charitable Foundation | PO BOX 1602, South Bend, IN 46634-1602 | IN | 1997-12 | $650,397 |
| 5 | The William N And Elizabeth A Rieth Charitable Foundation | 131 E Franklin St Ste 17, Elkhart, IN 46516-3667 | IN | 1996-05 | $622,075 |
| 6 | Z Olen And Inez G Pumphrey Foundation Inc | 20 Nw First Street, Evansville, IN 47708-1201 | IN | 1997-06 | $414,459 |
| 7 | R M S M Foundation | PO BOX 207, Evansville, IN 47702-0207 | IN | 1998-08 | $379,714 |
| 8 | Smith Family Foundation Inc | 11711 N Meridian St Ste 600, Carmel, IN 46032-4548 | IN | 1998-05 | $262,119 |
| 9 | Salin Foundation Inc | 10587 Coppergate, Carmel, IN 46032-9204 | IN | 1998-09 | $200,178 |
| 10 | Spiro B & Patricia Culver Mitsos Foundation Inc | 6477 Belle Rive Dr, Newburgh, IN 47630-1590 | IN | 1998-09 | $107,105 |
| 11 | The Irrevocable Trust Of The Christian Science Society Of | PO BOX 307, Boonville, IN 47601-0307 | IN | 1997-12 | $60,011 |
| 12 | Russell Symmes Randolph County Young Mens Associationn Trust | 320 S High St, Muncie, IN 47305-2325 | IN | 1997-10 | $54,381 |
| 13 | Vincent And Lois Tippmann Foundation Charitable Tr Fund, Finlayson Craig R Ttee | 4410 New Haven Ave, Fort Wayne, IN 46803-1650 | IN | 1998-12 | $29,561 |
| 14 | Zink Family Foundation Inc | 5707 Sunset Ln, Indianapolis, IN 46228-1447 | IN | 1997-06 | $11,590 |
| 15 | Schulstad Family Foundation Inc | 9282 Clune Ln, Indianapolis, IN 46256-1367 | IN | 1998-07 | $1,315 |
| 16 | Strait Way Inc | 450 E 96th St Ste 200, Indianapolis, IN 46240-3797 | IN | 1996-05 | $1,230 |
| 17 | Sumners Endowment Inc | 8750 Rohan Ct, Indianapolis, IN 46278-1074 | IN | 1998-11 | $1,135 |
| 18 | Bertsch Family Charitable Foundation Inc | 214 Parker St, Warsaw, IN 46580-3843 | IN | 1998-09 | $0 |
| 19 | Buesching-Mcnagny Foundation | 4701 Covington Rd, Fort Wayne, IN 46804-5072 | IN | 1996-04 | $0 |
| 20 | Countrymark Co-Op Foundation Inc | 950 N Meridian St, Indianapolis, IN 46204-1077 | IN | 1998-03 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 5,225 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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