Lawrence H Bernstein Foundation, Bernstein Lawrence H Ttee in Woodstock, 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
| Lawrence H Bernstein Foundation, Bernstein Lawrence H Ttee | |
| Employer Identification Number (EIN) | 046773334 |
| Name of Organization | Lawrence H Bernstein Foundation |
| Secondary Name | Bernstein Lawrence H Ttee |
| Address | 121 Frenchs Rd, Woodstock, VT 05091-3720 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1996 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $16,971 |
| Amount of Income | $1,510 |
| Form 990 Revenue Amount | $754 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Fund Raising Organizations That Cross Categories |
Non-representatives - add comments:
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 | $875 | $875 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $875 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $525 | $0 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $525 | $0 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $350 | |||
| Net investment income | $875 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $17,336 | $50,691 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $9,728 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $7,608 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $17,336 | |
| 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 | $18 |
| Total credits and payments | $236 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $236 |
| 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 | $0 |
| Overpayment | $218 |
| Amount to be credited to 2013 estimated tax | $20 |
| 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 | $47,922 |
| Net value of noncharitable-use assets | $47,200 |
| Minimum investment return | $2,360 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,342 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,342 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $2,342 |
| 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 | Lamoille Region Chamber Of Commerce Corp | 74 Portland St 2nd Floor Suite B Po, Morrisville, VT 05661 | VT | 1993-06 | $173,607 |
| 2 | Lamoille Valley Fish & Game Club Inc | PO BOX 1493, Morrisville, VT 05661-1493 | VT | 1963-01 | $90,101 |
| 3 | Lamoille View Cemetery Association | Po Box 138, Johnson, VT 05656 | VT | 1972-08 | $0 |
| 4 | Lamoille Womens Crisis Home Inc, Clarina Howard Nichols Center | PO BOX 517, Morrisville, VT 05661-0517 | VT | 1982-11 | $503,583 |
| 5 | Lamson Howell Foundation Inc | PO BOX 291, Randolph, VT 05060-0291 | VT | 1962-10 | $108,748 |
| 6 | Landmark Trust Usa Inc | 707 Kipling Rd, Dummerston, VT 05301-9558 | VT | 1992-11 | $329,218 |
| 7 | Landon Family Foundation | 3685 Harbor Rd, Shelburne, VT 05482-7609 | VT | 1998-04 | $640,287 |
| 8 | Lanpher Memorial Library Town Of Hyde Park | PO BOX 196, Hyde Park, VT 05655-0196 | VT | 1997-04 | $64,900 |
| 9 | Laraway Youth And Family Services | PO BOX 621, Johnson, VT 05656-0621 | VT | 1980-12 | $9,801,545 |
| 10 | Latham Memorial Library Inc | PO BOX 240, Thetford, VT 05074-0240 | VT | 1981-01 | $97,136 |
| 11 | Lawrence H Bernstein Foundation, Bernstein Lawrence H Ttee | 121 Frenchs Rd, Woodstock, VT 05091-3720 | VT | 1996-12 | $1,510 |
| 12 | League Of Vermont Writers Inc | PO BOX 172, Underhill Ctr, VT 05490-0172 | VT | 2006-07 | $7,262 |
| 13 | Learning Institute | 321 Park Street, Bennington, VT 05201 | VT | 1998-02 | $0 |
| 14 | Leaveners Community Foundation | PO BOX 485, Charlotte, VT 05445-0485 | VT | 2014-05 | $7,881 |
| 15 | Legal Services Law Line Of Vermont Inc | 274 North Winooski Ave, Burlington, VT 05401-3976 | VT | 1996-03 | $544,386 |
| 16 | Leipert Fam Foundation Tr, Leiper William P Jr Ttee | 846 Weeks Hill Rd, Stowe, VT 05672-4118 | VT | 2003-10 | $4,752 |
| 17 | Leland & Gray Educational Foundation Inc | PO BOX 449, Newfane, VT 05345 | VT | 1997-02 | $13,330 |
| 18 | Lennox Fam Charitable Foundation Tr, Jeffrey B Lennox Ttee | 115 Dale Rd, Weston, VT 05161-7705 | VT | 2005-12 | $178,099 |
| 19 | Lewis Creek Water Shed Association | 442 Lewis Creek Rd, Charlotte, VT 05445-9154 | VT | 1998-01 | $150,983 |
| 20 | Lifeway Crisis Pregnancy Center Inc, Care Net Pregnancy Center Of Windha | 26 Birge St, Brattleboro, VT 05301-6459 | VT | 1986-02 | $79,723 |
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