Schleyer Foundation Under Declaration Of Tr 12022002, Schleter William T Ttee in Rye Beach, New Hampshire (NH)
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
| Schleyer Foundation Under Declaration Of Tr 12022002, Schleter William T Ttee | |
| Employer Identification Number (EIN) | 056132358 |
| Name of Organization | Schleyer Foundation Under Declaration Of Tr 12022002 |
| Secondary Name | Schleter William T Ttee |
| Address | PO BOX 222, Rye Beach, NH 03871-0222 |
| Subsection | Charitable Organization |
| Ruling Date | 04/2004 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $8,536,700 |
| Amount of Income | $4,475,744 |
| Form 990 Revenue Amount | $651,690 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2013: $4,475,744 (it was $2,111,707 in 2012)
| Schleyer Foundation Under Declaration Of Tr 12022002, Schleter William T Ttee: | $4,475,744 |
| Other organizations performing similar types of work: | $105,489 |
Assets in 2013: $8,536,700 (it was $9,413,553 in 2012)
| Schleyer Foundation Under Declaration Of Tr 12022002, Schleter William T Ttee: | $8,536,700 |
| Other organizations performing similar types of work: | $325,460 |
Expenses in 2012: $676,838
| This organization: | $676,838 |
| Other organizations performing similar types of work: | $49,058 |
Income to expenses ratio in 2012: 6.6
| Schleyer Foundation Under Declaration Of Tr 12022002, Schleter William T Ttee: | 6.6 |
| Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2012: 27.6%
| Schleyer Foundation Under Declaration Of Tr 12022002, Schleter William T Ttee: | 27.6% |
| Other organizations performing similar types of work: | 22.8% |
Revenue for 2012
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 | $776,362 | $561,757 | $0 | |
| Contributions, gifts, grants, etc., received | $214,605 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $390,856 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $170,901 | |||
| Total expenses and disbursements | $676,838 | $73,217 | $0 | $600,121 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $81,792 | $73,217 | $5,075 | |
| Contributions, gifts, grants paid | $595,046 | |||
| Excess of revenue over expenses and disbursements | $99,524 | |||
| Net investment income | $488,540 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $9,413,553 | $11,054,257 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $622,201 | |
| Investments-corporate stock | $5,967,601 | |
| Investments-corporate bonds | $1,411,186 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $917,194 | |
| Other | $495,371 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $9,413,553 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $170,901 |
| 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 | $4,885 |
| Total credits and payments | $11,798 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $11,798 |
| 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 | $6,913 |
| Amount to be credited to 2013 estimated tax | $6,913 |
| 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 | $10,574,270 |
| Net value of noncharitable-use assets | $10,415,660 |
| Minimum investment return | $520,783 |
| Distributable Amount (for 2012) | |
| Distributable amount | $515,898 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $515,898 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Plymouth Area Community Closet in Plymouth, NH
  |
|
Dover Womenaid in Dover, NH
|
|
Clf Equestrian Team in New Durham, NH
|
|
The Area Choir Inc in Newport, NH
|
| Wounded Warriors At 45 North in Pittsburg, NH |
|
Family Promise Of Greater Concord Inc in Concord, NH
|
| Yogacaps Inc in Merrimack, NH |
|
Friends Of The Milton Free Public Library Inc in Milton Mills, NH
|
|
International Minority Hub in Manchester, NH
|
|
Veterans In Performing Arts -Vipa in Portsmouth, NH
|
| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Jack & Dorothy Byrne Foundation Inc | 80 S Main St Ste 202, Hanouver, NH 03755-2053 | NH | 1999-12 | $54,859,685 |
| 2 | Winfield C Cook & Isabelle K Cook Charitable Foundation Inc | 29 Highland Rd, South Hampton, NH 03827-3608 | NH | 2003-06 | $6,143,905 |
| 3 | Schleyer Foundation Under Declaration Of Tr 12022002, Schleter William T Ttee | PO BOX 222, Rye Beach, NH 03871-0222 | NH | 2004-04 | $4,475,744 |
| 4 | Newport Charity Tr, Mary Susan Leahy Ttee | 11 S Main St Ste 500, Concord, NH 03301-4863 | NH | 2013-11 | $2,347,873 |
| 5 | Lubbe Family Foundation 12162011, Klaus Lubbe Ttee | 103 Hanover St, Lebanon, NH 03766-1098 | NH | 2012-09 | $1,421,155 |
| 6 | Stoneyhearth Foundation, Michael Stonebraker Ttee | 9 Grassy Pond Rd, Moultonboro, NH 03254-4029 | NH | 2012-03 | $1,018,963 |
| 7 | Ann And Bill Brine Family Foundation | 14 Rope Ferry Rd, Hanover, NH 03755-1405 | NH | 2008-02 | $572,129 |
| 8 | Opl Charities | 1000 Market St Unit 1 # 300, Portsmouth, NH 03801-3358 | NH | 2005-04 | $565,814 |
| 9 | Krfrench Family Foundation | 85 Trescott Rd, Etna, NH 03750-4505 | NH | 2013-06 | $558,642 |
| 10 | Russell Farm And Foundation Conservation Foundation | 134 Colburn Rd, New Boston, NH 03070-4803 | NH | 2006-02 | $324,528 |
| 11 | Snowy Owl Foundation | 55 Hardscrabble Ln, Lyme, NH 03768-3711 | NH | 2011-02 | $287,729 |
| 12 | Masiello Family Foundation | 234 Lafayette Rd, Hampton, NH 03842-4105 | NH | 2012-02 | $250,257 |
| 13 | Mcr Foundation, Jane Cohen Ttee | PO BOX 211, Canterbury, NH 03224-0211 | NH | 2013-02 | $218,003 |
| 14 | John & Mary Williams Memorial Fund | PO BOX 477, Concord, NH 03302-0477 | NH | 2010-08 | $195,936 |
| 15 | Smith Family Charitable Tr | PO BOX 326, Manchester, NH 03105-0326 | NH | 2009-01 | $182,900 |
| 16 | William Mcguire Irrevocable Trust | PO BOX 477, Concord, NH 03302-0477 | NH | 2011-05 | $158,756 |
| 17 | Hearthstone Charitable Foundation | 25 Leopards Leap, Moultonboro, NH 03254-7500 | NH | 2012-03 | $111,403 |
| 18 | 520 Charitable Foundation | 4 Crestwood Ln, Nashua, NH 03062-4203 | NH | 2013-08 | $107,609 |
| 19 | Salina Lewis Aylor Scholarship Fund | PO BOX 477, Concord, NH 03302-0477 | NH | 1999-10 | $95,936 |
| 20 | Inter-Lakes Scholarship Foundation | PO BOX 545, Meredith, NH 03253-0545 | NH | 2012-05 | $60,504 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total | 22,395 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Organization representatives - add corrected or new information about Schleyer Foundation Under Declaration Of Tr 12022002, Schleter William T Ttee »
Non-representatives - add comments about Schleyer Foundation Under Declaration Of Tr 12022002, Schleter William T Ttee»