Ellen M Willard Trust in Brattleboro, Vermont (VT)
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 Vermont
| Ellen M Willard Trust | |
| Employer Identification Number (EIN) | 036005923 |
| Name of Organization | Ellen M Willard Trust |
| In Care of Name | Robert T Gannett Esquire |
| Address | PO BOX 532, Brattleboro, VT 05302-0532 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Organization | Association |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $211,493 |
| Amount of Income | $42,980 |
| Form 990 Revenue Amount | $10,968 |
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 | $17,748 | $17,748 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $6,520 | |||
| Dividends and interest from securities | $10,424 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $804 | |||
| Total expenses and disbursements | $34,282 | $0 | $0 | $33,832 |
| Compensation of officers, directors, trustees, etc. | $900 | |||
| Total operating and administrative expenses | $2,182 | $0 | $1,732 | |
| Contributions, gifts, grants paid | $32,100 | |||
| Excess of revenue over expenses and disbursements | $-16,534 | |||
| Net investment income | $17,748 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $231,128 | $519,754 |
| Cash - non-interest-bearing | $474 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $103,211 | |
| Investments-corporate bonds | $47,610 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $79,833 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $231,128 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $804 |
| 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 | $355 |
| Total credits and payments | $132 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $132 |
| 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 | $223 |
| 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 | $519,776 |
| Net value of noncharitable-use assets | $511,980 |
| Minimum investment return | $25,599 |
| Distributable Amount (for 2012) | |
| Distributable amount | $25,244 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $25,244 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $16,481 |
| 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 Vermont | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Eddy Farm School For Horse And Rider Corporation | 1815 S Street Ext, Middlebury, VT 05753-8980 | VT | 2000-03 | $116,935 |
| 2 | Educational Design Foundation | PO BOX 25, Norwich, VT 05055-0025 | VT | 1992-05 | $850 |
| 3 | Educational Praxis Inc | PO BOX 409, Putney, VT 05346-0409 | VT | 1998-04 | $119,543 |
| 4 | Edwin B & Genevieve P Gage Charitable Tr | PO BOX 120, Newport, VT 05855-0120 | VT | 2008-04 | $237,350 |
| 5 | Ekwanok Country Club | 3262 Main St, Manchester, VT 05254 | VT | 1965-01 | $2,629,154 |
| 6 | Ekwanok Scholarship Trust Inc | PO BOX 467, Manchester, VT 05254-0467 | VT | 1996-02 | $211,467 |
| 7 | Elderly Services Inc | PO BOX 581, Middlebury, VT 05753-0581 | VT | 1993-09 | $2,189,450 |
| 8 | Elinor Sanchez Supportive Housing Corp, Housing Project Elinor Sanchez | PO BOX 165, Middlebury, VT 05753-0165 | VT | 2004-07 | $31,554 |
| 9 | Elizabeth M Campbell Library Trust Fund | PO BOX 473, Barre, VT 05641-0473 | VT | 1996-11 | $86,749 |
| 10 | Elizabeths Park | PO BOX 339, Bradford, VT 05033-0339 | VT | 1988-05 | $16,128 |
| 11 | Ellen M Willard Trust | PO BOX 532, Brattleboro, VT 05302-0532 | VT | $42,980 | |
| 12 | Elmhill Inc | PO BOX 248, Plainfield, VT 05667-0248 | VT | 1967-07 | $1,308,055 |
| 13 | Eloise Myers Trust Uw | PO BOX 595, Williston, VT 05495-0595 | VT | $743 | |
| 14 | Emerge-Family Advocates | PO BOX 1224, White Riv Jct, VT 05001-1224 | VT | 2007-09 | $221,062 |
| 15 | Emergency Nurses Association | 6707 Rt 116, St George, VT 05495 | VT | 2003-08 | $0 |
| 16 | Employees Community Action Council | 326 Ibm Road Building 862, Williston, VT 05495-7907 | VT | 1953-07 | $234,792 |
| 17 | Emr Policy Institute Inc | PO BOX 117, Marshfield, VT 05658-0117 | VT | 2004-12 | $20,917 |
| 18 | Enhanced Living Inc | 16 Barton Street, Bradford, VT 05033 | VT | 2007-01 | $185,000 |
| 19 | Epilepsy Foundation Of Vermont Inc | PO BOX 6292, Rutland, VT 05702-6292 | VT | 1979-12 | $111,381 |
| 20 | Equinox Preservation Trust Inc | PO BOX 986, Manchester, VT 05254-0986 | VT | 2004-06 | $68,203 |
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