Lucille Bonner Trust Fund in Hot Springs, 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
| Lucille Bonner Trust Fund | |
| Employer Identification Number (EIN) | 541219867 |
| Name of Organization | Lucille Bonner Trust Fund |
| Address | PO BOX 427, Hot Springs, VA 24445-0427 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 11/1983 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $50,614 |
| Amount of Income | $1,149 |
| Form 990 Revenue Amount | $887 |
Non-representatives - add comments:
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 | $1,149 | $1,699 | $1,165 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,149 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $385 | $163 | $325 | $162 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $385 | $163 | $162 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $764 | |||
| Net investment income | $1,536 | |||
| Adjusted net income | $840 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $50,614 | $51,311 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $36,884 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $9,260 | |
| Other | $4,470 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $50,614 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $31 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $31 |
| 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 | $50,063 |
| Net value of noncharitable-use assets | $49,320 |
| Minimum investment return | $2,466 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,435 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,435 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $2,377 |
| 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 | Lovettsville Game Protective Association | PO BOX 101, Lovettsville, VA 20180-0101 | VA | 1960-05 | $52,289 |
| 2 | Lowe Foundation Inc | 14603 Charter Walk Pl, Midlothian, VA 23114-4699 | VA | 2006-06 | $100 |
| 3 | Lower Loudon Boys Football Inc | PO BOX 163, Sterling, VA 20167-0163 | VA | 2008-06 | $135,309 |
| 4 | Lower Loudoun Girls Softball League Inc | Po Box 651330, Sterling, VA 20165 | VA | 1999-09 | $139,315 |
| 5 | Lower Middlesex Volunteer Fire Department Inc | PO BOX 440, Deltaville, VA 23043-0440 | VA | 1990-04 | $209,865 |
| 6 | Lowes Island Elementary School Parent Teacher Organization | 20755 Whitewater Dr, Sterling, VA 20165-2458 | VA | 2000-07 | $115,820 |
| 7 | Loyola Foundation Inc | 10335 Democracy Ln Ste 202, Fairfax, VA 22030-2535 | VA | 1964-02 | $10,470,982 |
| 8 | Lucha Ministries Inc | PO BOX 8239, Fredericksbrg, VA 22404-8239 | VA | 2005-08 | $43,516 |
| 9 | Lucille And Bruce Lambert Charitable Foundation Inc | 2100 Powhatan St, Falls Church, VA 22043-1940 | VA | 1998-12 | $4,515,339 |
| 10 | Lucille Barney Memorial Trust | 3441 Commission Ct, Woodbridge, VA 22192-1753 | VA | 1999-01 | $343 |
| 11 | Lucille Bonner Trust Fund | PO BOX 427, Hot Springs, VA 24445-0427 | VA | 1983-11 | $1,149 |
| 12 | Luck Companies Foundation | PO BOX 29682, Richmond, VA 23242-0682 | VA | 1967-03 | $5,342,391 |
| 13 | Lucketts Bluegrass Foundation | 42361 Lucketts Rd, Leesburg, VA 20176-5517 | VA | 2008-03 | $77,791 |
| 14 | Lucketts Community Center Advisory Board, Virginia Inc | 42361 Lucketts Rd, Leesburg, VA 20176-5517 | VA | 1990-06 | $59,762 |
| 15 | Lucy Corr Foundation Inc | 6800 Lucy Corr Ct, Chesterfield, VA 23832-6657 | VA | 2001-01 | $232,766 |
| 16 | Ludington Inc | PO BOX 12641, Roanoke, VA 24027-2641 | VA | 1985-05 | $208,604 |
| 17 | Luminescence Foundation Inc | 2125 Hatchers Mill Rd, Marshall, VA 20115-3605 | VA | 2000-05 | $2,040,636 |
| 18 | Lunenburg Charity Fund Inc | 10117 South Hill Road, Kenbridge, VA 23944 | VA | 2007-04 | $0 |
| 19 | Lunenburg County Farm Bureau Inc | PO BOX 1106, Kenbridge, VA 23944-1106 | VA | 1960-02 | $110,109 |
| 20 | Lunenburg County Youth Baseball League Inc | 10117 South Hill Road, Kenbridge, VA 23944 | VA | 2002-04 | $36,848 |
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