The Excelsior Fund in Arlington, 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
| The Excelsior Fund | |
| Employer Identification Number (EIN) | 521343635 |
| Name of Organization | The Excelsior Fund |
| Address | 1512 N Johnson St, Arlington, VA 22201-5073 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1984 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 11/2012 |
| Assets | $10,000 to $24,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $19,067 |
| Amount of Income | $15,837 |
| Form 990 Revenue Amount | $1,766 |
Non-representatives - add comments:
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 | $3,571 | $1,580 | $1,532 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,532 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,039 | |||
| Total expenses and disbursements | $6,710 | $80 | $80 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $6,710 | $80 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-3,139 | |||
| Net investment income | $1,500 | |||
| Adjusted net income | $1,452 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $19,067 | $29,515 |
| Cash - non-interest-bearing | $2,491 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $16,576 | |
| 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 | $19,067 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,039 |
| 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 | $15 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $15 |
| 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? | Yes |
| 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 | $36,689 |
| Net value of noncharitable-use assets | $36,140 |
| Minimum investment return | $1,807 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,792 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,792 |
| 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 | The Corduroy Foundation For The Advancement Of Agriculture | 14103 Louisa Rd, Louisa, VA 23093-4709 | VA | 2008-05 | $790 |
| 2 | The Cornea Society Inc | 4000 Legato Rd Ste 700, Fairfax, VA 22033-4055 | VA | 1979-04 | $819,663 |
| 3 | The Daniel Nathan Goldstein Foundation Inc | 616 Baldwin Ave, Norfolk, VA 23517-1812 | VA | 2008-03 | $35 |
| 4 | The Defense Forum Foundation Inc | 3014 Castle Rd, Falls Church, VA 22044-1908 | VA | 1982-08 | $222,713 |
| 5 | The Depot Artists Assoc | PO BOX 2513, Abingdon, VA 24212-2513 | VA | 1985-07 | $79,083 |
| 6 | The Donahue Family Foundation | 8904 Glenmore Rd, Richmond, VA 23229-8115 | VA | 1996-11 | $70,787 |
| 7 | The Dorothy Andrews Phillips And Edward E Phillips Sr Foundation | 3827 Old Gun Rd W, Midlothian, VA 23113-2020 | VA | 2002-05 | $28 |
| 8 | The Ella G & E Massie Valentine Foundation | PO BOX 85678, Richmond, VA 23285-5678 | VA | $55,594 | |
| 9 | The Emba Foundation Incorporated | PO BOX 546, Lexington, VA 24450-0546 | VA | 1989-05 | $21,873 |
| 10 | The Ethel C & Henry Mitchell Memorial Foundation | 3539 Ridgecroft Dr, Lynchburg, VA 24503-3241 | VA | 2004-03 | $900 |
| 11 | The Excelsior Fund | 1512 N Johnson St, Arlington, VA 22201-5073 | VA | 1984-07 | $15,837 |
| 12 | The Faison School For Autism Inc | 1701 Byrd Ave, Richmond, VA 23230-3011 | VA | 2002-11 | $8,883,557 |
| 13 | The Fauquier Free Clinic Inc | PO BOX 3138, Warrenton, VA 20188-1838 | VA | 1994-06 | $777,877 |
| 14 | The Feline Foundation Of Greater Washington Inc | 11160 C-1 South Lakes Dr, Reston, VA 20191-4327 | VA | 1995-09 | $144,515 |
| 15 | The Food Allergy And Anaphylaxis Network | 11781 Lee Jackson Hwy Ste 160, Fairfax, VA 22033-3309 | VA | 1992-05 | $5,096,683 |
| 16 | The Forehand Foundation | 104 Cedar Rd, Chesapeake, VA 23322-5206 | VA | 1994-11 | $13,648 |
| 17 | The Foundation For Excellence In Public Education, Charlottesville-Albemarle | 3957 Westerre Pkwy Ste 206, Richmond, VA 23233-1319 | VA | 1990-08 | $80,989 |
| 18 | The Foundation For The Fine Arts Inc | 557 Susan Constant Dr, Virginia Beach, VA 23451 | VA | 2000-05 | $14,990 |
| 19 | The Foundation Of International Association Of Chiefs Of Police | 44 Canal Center Plz Ste 200, Alexandria, VA 22314-1579 | VA | 1991-03 | $237,535 |
| 20 | The George Washington Foundation | 1201 Washington Ave, Fredericksbrg, VA 22401-3747 | VA | 1931-12 | $2,980,617 |
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