Henry O Schaefer Family Foundation in Colchester, 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
- Organizations performing similar types of work
| Henry O Schaefer Family Foundation | |
| Employer Identification Number (EIN) | 030503064 |
| Name of Organization | Henry O Schaefer Family Foundation |
| In Care of Name | Lally & Lally |
| Address | 101 Tanglewood Dr, Colchester, VT 05446-6972 |
| Subsection | Charitable Organization |
| Ruling Date | 08/2003 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,061,440 |
| Amount of Income | $985,337 |
| Form 990 Revenue Amount | $220,528 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2013: $985,337 (it was $310,328 in 2012)
| Henry O Schaefer Family Foundation: | $985,337 |
| Other organizations performing similar types of work: | $103,138 |
Assets in 2013: $1,061,440 (it was $707,817 in 2012)
| Henry O Schaefer Family Foundation: | $1,061,440 |
| Other organizations performing similar types of work: | $338,623 |
Expenses in 2012: $49,665
| This organization: | $49,665 |
| Other organizations performing similar types of work: | $46,867 |
Income to expenses ratio in 2012: 19.8
| This organization: | 19.8 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 94.2%
| This organization: | 94.2% |
| Other organizations performing similar types of work: | 79.6% |
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 | $229,922 | $13,389 | $9,987 | |
| Contributions, gifts, grants, etc., received | $216,533 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $9,987 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $3,402 | |||
| Total expenses and disbursements | $49,665 | $0 | $0 | $21,750 |
| Compensation of officers, directors, trustees, etc. | $18,000 | |||
| Total operating and administrative expenses | $27,915 | $0 | $0 | |
| Contributions, gifts, grants paid | $21,750 | |||
| Excess of revenue over expenses and disbursements | $180,257 | |||
| Net investment income | $13,389 | |||
| Adjusted net income | $9,987 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $707,817 | $777,762 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $473,396 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $234,421 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $707,817 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $3,402 |
| 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 | $268 |
| Total credits and payments | $268 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $268 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | Yes |
| 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 | $649,662 |
| Net value of noncharitable-use assets | $639,920 |
| Minimum investment return | $31,996 |
| Distributable Amount (for 2012) | |
| Distributable amount | $31,728 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $31,728 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Ben Cohen Charitable Trust, Cohen Bennett R Ttee | PO BOX 5550, Burlington, VT 05402-5550 | VT | 2001-07 | $5,076,933 |
| 2 | Robert And Helen Holland Charitable Annuity Tr | PO BOX 1280, Brattleboro, VT 05302-1280 | VT | 2011-06 | $1,785,585 |
| 3 | Kaufman Fam Foundation | PO BOX 120, Newport, VT 05855-0120 | VT | 2005-06 | $1,558,704 |
| 4 | Loconti Family Charitable Trust | 126 Pinnacle Farm Rd, Jeffersonvlle, VT 05464-6501 | VT | 2013-09 | $1,111,909 |
| 5 | S & C Harvest Foundation Inc | 2504 N Bingham St, Cornwall, VT 05753-4469 | VT | 2004-03 | $1,004,912 |
| 6 | Henry O Schaefer Family Foundation | 101 Tanglewood Dr, Colchester, VT 05446-6972 | VT | 2003-08 | $985,337 |
| 7 | Give Way To Freedom | 157 Browns River Rd, Essex Jct, VT 05452-2216 | VT | 2010-04 | $502,018 |
| 8 | The@lionheart Charitable Trust, Adam L Albert Et Al Ttee | PO BOX 998, Winooski, VT 05404-0998 | VT | 2012-03 | $439,845 |
| 9 | Eon Foundation Inc | 2125 Worcester Rd, Worcester, VT 05682-9697 | VT | 2011-06 | $361,810 |
| 10 | Marro Family Private Foundation, Anthony Marro Ttee | PO BOX 944, Bennington, VT 05201-0944 | VT | 2014-09 | $337,065 |
| 11 | Robert L Crowell Charitable Tr, Crowell Muriel B Et Al Co Ttees | 609a Irish Settlement Rd, Underhill, VT 05489-9780 | VT | 2002-04 | $248,876 |
| 12 | Theodore H Church Foundation Inc | Bcicchetti-117 St Paul Stbox 907, Burlington, VT 05402 | VT | 2008-02 | $227,580 |
| 13 | Andree Leboeuf Foundation Inc | 20 Ian Pl, Williston, VT 05495-4408 | VT | 2011-06 | $196,433 |
| 14 | Gannet Charitable Foundation, Mcdermott Will & Emery Llp | 2207 N Bingham St, Cornwall, VT 05753-9433 | VT | 2010-11 | $39,350 |
| 15 | Sunset Ridge Charitable Tr, Kreider John Richard & Vickie Marie | 86 Barrister Dr Unit G, White Riv Jct, VT 05001-5508 | VT | 2002-08 | $20,700 |
| 16 | Stacy And Miro Weinberger Foundation Inc | 14 Summit St, Burlington, VT 05401-3926 | VT | 2000-05 | $327 |
| 17 | Emma Foundation Inc | 30 Main St, Burlington, VT 05401-8438 | VT | 2001-02 | $0 |
| 18 | Jimi Grant Trust Inc | 1876 Mountain View Rd, Williston, VT 05495-7733 | VT | 2014-08 | $0 |
| 19 | One Tree Planted | 145 Pine Haven Shores Rd Ste 1000-D, Shelburne, VT 05482-7812 | VT | 2014-09 | $0 |
| 20 | Warren Education Fund Inc | Po Box 66, Warren, VT 05674 | VT | 1998-12 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 20,448 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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