Five Twenty-Five Foundation in Shelburne, 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
| Five Twenty-Five Foundation | |
| Employer Identification Number (EIN) | 036016000 |
| Name of Organization | Five Twenty-Five Foundation |
| In Care of Name | P William Polk Jr |
| Address | 95 Poplar Dr, Shelburne, VT 05482-7509 |
| Activities | Community Chest, United Way, etc., School, college, trade school, etc., Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization, Educational Organization, Religious Organization |
| Ruling Date | 03/1958 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $95,785 |
| Amount of Income | $23,159 |
| Form 990 Revenue Amount | $9,265 |
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 | $5,267 | $5,103 | $5,103 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $5 | |||
| Dividends and interest from securities | $5,098 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $164 | |||
| Total expenses and disbursements | $16,713 | $458 | $458 | $16,255 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $833 | $458 | $375 | |
| Contributions, gifts, grants paid | $15,880 | |||
| Excess of revenue over expenses and disbursements | $-11,446 | |||
| Net investment income | $4,645 | |||
| Adjusted net income | $4,645 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $101,305 | $120,626 |
| Cash - non-interest-bearing | $4,193 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $84,644 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $12,468 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $101,305 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $164 |
| 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 | $46 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $46 |
| 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 | $125,487 |
| Net value of noncharitable-use assets | $123,600 |
| Minimum investment return | $6,180 |
| Distributable Amount (for 2012) | |
| Distributable amount | $6,134 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $6,134 |
| 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 Vermont | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Financial Institutions Reserve Risk Retention Group Inc | 100 Bank St Ste 610, Burlington, VT 05401-4946 | VT | 1997-01 | $1,097,160 |
| 2 | Fire Safety Institute | PO BOX 674, Middlebury, VT 05753-0674 | VT | 1982-02 | $30,171 |
| 3 | First Branch Ambulance Service Inc | PO BOX 74, Chelsea, VT 05038-0074 | VT | 1985-06 | $147,595 |
| 4 | First Day Foundation Inc | 21 Tory Lane, Arlington, VT 05250 | VT | 1998-09 | $4,896 |
| 5 | First Night Burlington Inc | 230 College Street, Burlington, VT 05401-8352 | VT | 1984-01 | $276,969 |
| 6 | First Night Rutland Ltd | PO BOX 97, Rutland, VT 05702-0097 | VT | 1993-12 | $42,425 |
| 7 | First Night St Johnsbury Community Partnership Inc | Po Box 634, St Johnsbury, VT 05819 | VT | 1998-02 | $0 |
| 8 | First Step Pregnancy Center, Carenet Pregnancy Center | PO BOX 6535, Rutland, VT 05702-6535 | VT | 1989-05 | $51,034 |
| 9 | Fishnet Northeast | 297 N Grove St, Rutland, VT 05701-9759 | VT | $57,476 | |
| 10 | Fitzhugh Family Foundation Inc | 576 Dareios Rd, Sutton, VT 05867 | VT | 2003-06 | $1,100 |
| 11 | Five Twenty-Five Foundation | 95 Poplar Dr, Shelburne, VT 05482-7509 | VT | 1958-03 | $23,159 |
| 12 | Fletcher Allen Facilities Corporation | 111 Colchester Ave, Burlington, VT 05401-1473 | VT | 2003-01 | $197,911 |
| 13 | University Of Vermont Medical Center Auxiliary | 111 Colchester Ave, Burlington, VT 05401-1473 | VT | 2009-03 | $1,339,590 |
| 14 | University Of Vermont Medical Group | 1 South Prospect Street, Burlington, VT 05401-3456 | VT | 1971-12 | $123,681,871 |
| 15 | Fletcher Farm Foundation Inc, Fletcher Farm Inc | 92 Main St, Ludlow, VT 05149-1050 | VT | 1941-01 | $1,093,154 |
| 16 | Fletcher Memorial Library | 88 Main St, Ludlow, VT 05149-1041 | VT | 1937-11 | $252,235 |
| 17 | Flood Brook Student Activities Co, Fbsac | 91 Route 11, Londonderry, VT 05148 | VT | 2015-01 | $50,755 |
| 18 | Flow Of History Inc | PO BOX 300, Brattleboro, VT 05302-0300 | VT | 2009-03 | $67,096 |
| 19 | Focus On Film | 26 Main St, Montpelier, VT 05602-2927 | VT | 1992-06 | $106,222 |
| 20 | Fold Inc, Fold Family Ministries | PO BOX 1188, Lyndonville, VT 05851-1188 | VT | 1968-12 | $911,384 |
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