Essex Classical Institute in Essex Jct, 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
| Essex Classical Institute | |
| Employer Identification Number (EIN) | 036006448 |
| Name of Organization | Essex Classical Institute |
| Address | 39 Bixby Hill Rd, Essex Jct, VT 05452-2212 |
| Activities | Scholarships (other), Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 11/1974 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $174,533 |
| Amount of Income | $33,911 |
| Form 990 Revenue Amount | $7,338 |
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 | $6,509 | $6,509 | $6,509 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $21 | |||
| Dividends and interest from securities | $6,488 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $11,984 | $484 | $484 | $11,984 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $484 | $484 | $484 | |
| Contributions, gifts, grants paid | $11,500 | |||
| Excess of revenue over expenses and disbursements | $-5,475 | |||
| Net investment income | $6,025 | |||
| Adjusted net income | $6,025 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $168,663 | $0 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $163,794 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $4,869 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $168,663 | |
| 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 | $60 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $60 |
| 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 | $175,238 |
| Net value of noncharitable-use assets | $172,600 |
| Minimum investment return | $8,630 |
| Distributable Amount (for 2012) | |
| Distributable amount | $8,570 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $8,570 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,941 |
| 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 | Emerge-Family Advocates | PO BOX 1224, White Riv Jct, VT 05001-1224 | VT | 2007-09 | $221,062 |
| 2 | Emergency Nurses Association | 6707 Rt 116, St George, VT 05495 | VT | 2003-08 | $0 |
| 3 | Employees Community Action Council | 326 Ibm Road Building 862, Williston, VT 05495-7907 | VT | 1953-07 | $234,792 |
| 4 | Emr Policy Institute Inc | PO BOX 117, Marshfield, VT 05658-0117 | VT | 2004-12 | $20,917 |
| 5 | Enhanced Living Inc | 16 Barton Street, Bradford, VT 05033 | VT | 2007-01 | $185,000 |
| 6 | Epilepsy Foundation Of Vermont Inc | PO BOX 6292, Rutland, VT 05702-6292 | VT | 1979-12 | $111,381 |
| 7 | Equinox Preservation Trust Inc | PO BOX 986, Manchester, VT 05254-0986 | VT | 2004-06 | $68,203 |
| 8 | Essex Amateur Hockey Association Inc | 1 Acorn Cir, Essex Jct, VT 05452-4706 | VT | 1974-02 | $236,938 |
| 9 | Essex Childrens Choir Of Vermont Inc | Po Box 8374, Essex, VT 05451-8374 | VT | 1992-06 | $0 |
| 10 | Essex Chips Inc | 2 Lincoln St, Essex Jct, VT 05452-3154 | VT | 2002-02 | $294,733 |
| 11 | Essex Classical Institute | 39 Bixby Hill Rd, Essex Jct, VT 05452-2212 | VT | 1974-11 | $33,911 |
| 12 | Essex Meals On Wheels Inc | PO BOX 8442, Essex, VT 05451-8442 | VT | 1975-04 | $184,270 |
| 13 | Essex Pto | 58 Founders Road, Essex, VT 05452 | VT | 1998-11 | $0 |
| 14 | Essex Rescue Inc | 1 Educational Dr, Essex Jct, VT 05452-3172 | VT | 1972-04 | $776,265 |
| 15 | Essex United Soccer Club Inc | PO BOX 127, Essex Jct, VT 05453-0127 | VT | 1995-02 | $92,451 |
| 16 | Essex Youth Football League Inc | 113 Center Road, Essex Jct, VT 05452 | VT | 2006-12 | $0 |
| 17 | Esther & Otto Seligmann Foundation Inc | PO BOX 96, Ripton, VT 05766-0096 | VT | 1998-04 | $28,834 |
| 18 | Eta House Corp Of Delta Delta Delta | 232 Manley Rd, Milton, VT 05468-9077 | VT | 1980-02 | $98,381 |
| 19 | Ethan Allen Club Inc | 3 Baldwin Ave, South Burlington, VT 05403-7331 | VT | 1928-05 | $20,505 |
| 20 | Ethan Allen Credit Union | 69 Swift St Ste 100, S Burlington, VT 05403-7313 | VT | 1987-01 | $155,050 |
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