Betty J & David H Burrows Charitable Trust in Roanoke, Virginia (VA)
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 Virginia
| Betty J & David H Burrows Charitable Trust | |
| Employer Identification Number (EIN) | 546242930 |
| Name of Organization | Betty J & David H Burrows Charitable Trust |
| Address | 2217 Crystal Spring Ave, Roanoke, VA 24014-2433 |
| Activities | Other religious activities, Other school related activities, Other cultural or historical activities |
| Subsection | Charitable Organization |
| Ruling Date | 02/1987 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $739,610 |
| Amount of Income | $472,584 |
| Form 990 Revenue Amount | $164,391 |
Non-representatives - add comments:
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 | $84,678 | $84,368 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $25 | |||
| Dividends and interest from securities | $26,207 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $58,446 | |||
| Total expenses and disbursements | $78,528 | $6,314 | $0 | $69,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $9,528 | $6,314 | $0 | |
| Contributions, gifts, grants paid | $69,000 | |||
| Excess of revenue over expenses and disbursements | $6,150 | |||
| Net investment income | $78,054 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $739,610 | $782,818 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $721,902 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $17,708 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $739,610 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $58,446 |
| 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 | $781 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $17 |
| Tax due | $798 |
| 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 | $817,803 |
| Net value of noncharitable-use assets | $805,540 |
| Minimum investment return | $40,277 |
| Distributable Amount (for 2012) | |
| Distributable amount | $39,496 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $39,496 |
| 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 Virginia | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Bethune Nursery School Inc | PO BOX 4322, Lynchburg, VA 24502-0322 | VA | 1971-06 | $427,634 |
| 2 | Better Agreements Inc | 305 Washington Street Sw, Blacksburg, VA 24060-4733 | VA | 2006-06 | $12,368 |
| 3 | Better Business Bureau Foundation Of Va Inc | 720 Moorefield Drive No 300, Richmond, VA 23236 | VA | 1989-07 | $40,778 |
| 4 | Better Business Bureau Of Central Virginia Inc | 720 Moorefield Park Dr Ste 300, N Chesterfld, VA 23236-3657 | VA | 1957-06 | $2,146,584 |
| 5 | Better Business Bureau Of Greater Hampton Roads Inc | 586 Virginian Dr, Norfolk, VA 23505-4253 | VA | 1978-01 | $922,055 |
| 6 | Better Business Bureau Of Western Virginia Inc | 5115 Bernard Dr Ste 202, Roanoke, VA 24018-4367 | VA | 1940-07 | $767,232 |
| 7 | Better Housing Coalition | 23 W Broad St Ste 100, Richmond, VA 23220-4295 | VA | 1988-12 | $3,851,364 |
| 8 | Better People Incorporated | 30 Labrook Drive, Richmond, VA 23225 | VA | 2014-10 | $0 |
| 9 | Better Vision Institute Educational Foundation Inc | 225 Reinekers Ln Ste 700, Alexandria, VA 22314-2877 | VA | 1990-05 | $18 |
| 10 | Better World Services Inc | 5870 Trinity Pkwy Ste 400, Centreville, VA 20120-1970 | VA | 2003-03 | $25,393 |
| 11 | Betty J & David H Burrows Charitable Trust | 2217 Crystal Spring Ave, Roanoke, VA 24014-2433 | VA | 1987-02 | $472,584 |
| 12 | Betty J Chaich And Rose Suminski Charitable Tr, Chaich John Jr Et Al Ttee | 409 Walsing Dr, Richmond, VA 23229-7644 | VA | 2003-04 | $281 |
| 13 | Betty L Beatty And Guy E Beatty Foundation | 6824 Elm Street, Mclean, VA 22101-3890 | VA | 2009-08 | $100,010 |
| 14 | Betty W Ogg Fund | 2828 Emerywood Pkwy, Richmond, VA 23294-3718 | VA | 2003-10 | $200,266 |
| 15 | Beulah Athletic Association | PO BOX 34814, Richmond, VA 23234-0814 | VA | 1967-06 | $31,381 |
| 16 | Beulah House Inc | PO BOX 478, Dublin, VA 24084-0478 | VA | 2004-12 | $300,740 |
| 17 | Beulah Land Ministries Inc | 14364 Old Jonesboro Rd, Bristol, VA 24202-4542 | VA | 1998-12 | $19,681 |
| 18 | Beulah Recreation Association Inc | PO BOX 37324, N Chesterfld, VA 23234-7324 | VA | 1972-05 | $72,184 |
| 19 | Beverley Street Studio School Incorporated | 217 W Beverley St, Staunton, VA 24401-4206 | VA | 1996-05 | $156,421 |
| 20 | Beverly W And Hampton O Powell Charitable Foundation | 199 Buck Dr, Hardy, VA 24101-5701 | VA | 1995-12 | $4,769,499 |
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