Om Fisher Home Inc in Montpelier, 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
Om Fisher Home Inc | |
Employer Identification Number (EIN) | 030184240 |
Name of Organization | Om Fisher Home Inc |
Address | 171 Westview Meadows Rd, Montpelier, VT 05602-3385 |
Activities | Housing for the aged (see also 153), Other health services |
Subsection | Charitable Organization |
Ruling Date | 06/1945 |
Deductibility | Contributions are deductible |
Foundation | Private operating foundation exempt from paying excise taxes on investment income |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $10,000,000 to $49,999,999 |
Income | $1,000,000 to $4,999,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $11,385,715 |
Amount of Income | $3,948,886 |
Form 990 Revenue Amount | $2,859,689 |
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 | $2,650,624 | $145,800 | $2,504,824 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $110,967 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $2,504,824 | |||
Other | $34,833 | |||
Total expenses and disbursements | $2,818,052 | $14,470 | $2,803,583 | $2,438,062 |
Compensation of officers, directors, trustees, etc. | $113,663 | |||
Total operating and administrative expenses | $2,818,052 | $14,470 | $2,438,062 | |
Contributions, gifts, grants paid | $0 | |||
Excess of revenue over expenses and disbursements | $-167,428 | |||
Net investment income | $131,330 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $10,997,886 | $14,886,598 |
Cash - non-interest-bearing | $110,700 | |
Investments-U.S. and state government obligations | $658,373 | |
Investments-corporate stock | $1,686,862 | |
Investments-corporate bonds | $200,470 | |
Investments-mortgage loans | $0 | |
Investments-other | $1,133,000 | |
Other | $7,208,481 | |
Total liabilities | $7,107,959 | |
Mortgages and other notes payable | $1,585,906 | |
Other | $5,522,053 | |
Total liabilities and net assets/fund balances | $3,889,927 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $34,833 |
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 | $0 |
Total credits and payments | $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? | Yes |
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 | $14,690,000 |
Net value of noncharitable-use assets | $14,469,660 |
Minimum investment return | $723,483 |
Distributable Amount (for 2012) | |
Distributable amount | $0 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $0 |
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 | $1 | $0 | $712,155 | $696,888 | $1,409,043 |
Qualifying distributions made directly for active conduct of exempt activities | $2,438,062 | $2,403,707 | $2,316,274 | $2,314,640 | $9,472,683 |
Value of all assets | $1 | $0 | $0 | $0 | $1 |
Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
2/3 of minimum investment return | $482,322 | $477,777 | $474,770 | $464,592 | $1,899,461 |
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 | Oakland Foundation | PO BOX 491, Stowe, VT 05672-0491 | VT | 1997-07 | $643,897 |
2 | Ohiyesa Corporation | 386 Main St, Norwich, VT 05055-4418 | VT | 1998-05 | $64,691 |
3 | Oilheat Manufacturers Association | 3125 Lilly Hill Rd, Pawlet, VT 05761-9669 | VT | 1994-03 | $70,277 |
4 | Okemo Mountain Alpine Racing Association Inc | Po Box 442, Ludlow, VT 05149 | VT | 1996-02 | $23,615 |
5 | Okemo Tutorial Program Inc | 53 Main St, Ludlow, VT 05149-1114 | VT | 1993-11 | $989,862 |
6 | Okemo Valley Regional Chamber Of Commerce | PO BOX 333, Ludlow, VT 05149-0333 | VT | 1997-10 | $240,817 |
7 | Old Crescent Insurance Company | PO BOX 2227, S Burlington, VT 05407-2227 | VT | 2006-04 | $1,926,623 |
8 | Old Dog Documentaries Inc | 16 Church St, Woodstock, VT 05091-1229 | VT | 2008-09 | $17,828 |
9 | Oldcastle Productions | PO BOX 1555, Bennington, VT 05201-1555 | VT | 1973-04 | $336,777 |
10 | Olin Scott Fund Inc | 407 Main St, Bennington, VT 05201-2141 | VT | 1963-11 | $366,608 |
11 | Om Fisher Home Inc | 171 Westview Meadows Rd, Montpelier, VT 05602-3385 | VT | 1945-06 | $3,948,886 |
12 | Onion River Community Access Media Inc | 382 Hercules Dr Ste 6, Colchester, VT 05446-5807 | VT | 2004-12 | $376,833 |
13 | Onion River Crossroads Inc | Rr 1 Box 1860 Bliss Road, Montpelier, VT 05602 | VT | 1977-09 | $651,168 |
14 | Open Fields Inc | PO BOX 53, Thetford, VT 05074-0053 | VT | 1972-06 | $146,491 |
15 | Open Hearth Community Center | PO BOX 1471, Waitsfield, VT 05673-1471 | VT | 2006-07 | $87,687 |
16 | Opera Company Of Middlebury Inc | PO BOX 803, Middlebury, VT 05753-0803 | VT | 2005-09 | $129,596 |
17 | Opera Theatre In Weston | 100 Dale Rd, Weston, VT 05161 | VT | 2000-09 | $24,778 |
18 | Opportunities Credit Union | 25 WINSK FALL WAY SUITE 203 PO BOX, Winooski, VT 05404 | VT | 1989-09 | $3,196,567 |
19 | Opportunities Incorporated | 25 Winooski Falls Way No 203, Winooski, VT 05404-2269 | VT | 2003-03 | $5,649 |
20 | Opportunities Ventures Inc | 25 Winooski Falls Way No 203, Winooski, VT 05404-2269 | VT | 2003-03 | $38,483 |
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