Llewellyn Barry Scholarship Fund 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
| Llewellyn Barry Scholarship Fund | |
| Employer Identification Number (EIN) | 016007755 |
| Name of Organization | Llewellyn Barry Scholarship Fund |
| In Care of Name | Bar Harbor Trust Services |
| Address | PO BOX 1100, Ellsworth, ME 04605-1100 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 02/1972 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $10,000 to $24,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $14,439 |
| Amount of Income | $13,758 |
| Form 990 Revenue Amount | $1,591 |
Non-representatives - add comments:
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 | $-215 | $290 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $290 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $1,484 | $263 | $0 | $1,197 |
| Compensation of officers, directors, trustees, etc. | $169 | |||
| Total operating and administrative expenses | $547 | $263 | $260 | |
| Contributions, gifts, grants paid | $937 | |||
| Excess of revenue over expenses and disbursements | $-1,699 | |||
| Net investment income | $27 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $15,421 | $16,131 |
| 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 | $15,421 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $15,421 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-505 |
| 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 | $0 |
| Total credits and payments | $16 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $16 |
| 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 | $16 |
| 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 | $16,802 |
| Net value of noncharitable-use assets | $16,560 |
| Minimum investment return | $828 |
| Distributable Amount (for 2012) | |
| Distributable amount | $828 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $828 |
| 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 | Little League Baseball Inc | Po Box 2374, South Portland, ME 04116 | ME | 1967-01 | $63,236 |
| 2 | Little League Baseball Inc, 2190608 Westbrook Ll | PO BOX 1170, Westbrook, ME 04098-1170 | ME | 1967-01 | $90,662 |
| 3 | Little League Baseball Inc, 2190610 Windham Ll | 14 Stone Brook Rd, Windham, ME 04062-4554 | ME | 1967-01 | $65,726 |
| 4 | Little League Baseball Inc, 2190611 Yarmouth Ll | PO BOX 712, Yarmouth, ME 04096-0712 | ME | 1967-01 | $69,136 |
| 5 | Little League Baseball Inc, Gray Little League Gray New Gloucester Little League | Po Box 1236, Gray, ME 04039 | ME | 1967-01 | $0 |
| 6 | Little League Baseball Inc, Portland Bayside Little League | P O Box 10586, Portland, ME 04104 | ME | 1967-01 | $0 |
| 7 | Little League Baseball Inc, Portland North Little League | Po Box 9739, Portland, ME 04104 | ME | 1967-01 | $38,618 |
| 8 | Little Sebago Lake Association | PO BOX 912, Windham, ME 04062-0912 | ME | 2004-09 | $99,794 |
| 9 | Living Way Ministries Inc | 498 Long Plains Rd, Buxton, ME 04093-3132 | ME | 1979-07 | $2 |
| 10 | Living Word Community Food Cupboard | 176 East Main Street, Dove Rfoxcroft, ME 04426 | ME | 2006-11 | $34,046 |
| 11 | Llewellyn Barry Scholarship Fund | PO BOX 1100, Ellsworth, ME 04605-1100 | ME | 1972-02 | $13,758 |
| 12 | Loaves And Fishes Food Pantry | PO BOX 1672, Ellsworth, ME 04605-5172 | ME | 2000-12 | $51,809 |
| 13 | Lobster Conservancy | PO BOX 235, Friendship, ME 04547-0235 | ME | 1997-04 | $108,722 |
| 14 | Local Church Evangelism Inc | PO BOX A, Newport, ME 04953-0420 | ME | 1994-09 | $266,182 |
| 15 | Local S-6 Community & Retiree Services | 722 Washington St, Bath, ME 04530-2533 | ME | 1999-08 | $20,096 |
| 16 | Logan P Graves Foundation | PO BOX 429, Presque Isle, ME 04769-0429 | ME | 2001-05 | $28,707 |
| 17 | Lois M Gauthier Charitable Tr, True Calvin E Ttee | PO BOX 1210, Bangor, ME 04402-1210 | ME | $2,619 | |
| 18 | Long Creek Youth Development Center | 675 Westbrook St, S Portland, ME 04106-1930 | ME | 1942-12 | $19,949 |
| 19 | Long Creek Youth Development Center Benefit Fund | 675 Westbrook St, S Portland, ME 04106-1930 | ME | 1990-06 | $29,563 |
| 20 | Long Creek Youth Ministries Inc | 68 Longwoods Rd, Falmouth, ME 04105-1124 | ME | 1998-06 | $26,005 |
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