Schultz-Blackwell Tr, Blackwell Marilyn S & Edward S Ttee in E 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
| Schultz-Blackwell Tr, Blackwell Marilyn S & Edward S Ttee | |
| Employer Identification Number (EIN) | 036059731 |
| Name of Organization | Schultz-Blackwell Tr |
| Secondary Name | Blackwell Marilyn S & Edward S Ttee |
| Address | 3779 Center Rd, E Montpelier, VT 05651-4103 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,015,592 |
| Amount of Income | $47,262 |
| Form 990 Revenue Amount | $28,372 |
Non-representatives - add comments:
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 | $-107,539 | $44,263 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $34 | |||
| Dividends and interest from securities | $44,229 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $115,556 | $52 | $0 | $114,704 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $856 | $552 | $4 | |
| Contributions, gifts, grants paid | $114,700 | |||
| Excess of revenue over expenses and disbursements | $-223,095 | |||
| Net investment income | $43,711 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,093,614 | $2,343,117 |
| Cash - non-interest-bearing | $13 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,801,542 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $292,059 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,093,614 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-151,802 |
| 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 | $437 |
| Total credits and payments | $310 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $310 |
| 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 | $127 |
| 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 | $2,407,588 |
| Net value of noncharitable-use assets | $2,371,480 |
| Minimum investment return | $118,574 |
| Distributable Amount (for 2012) | |
| Distributable amount | $118,137 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $118,137 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $21,430 |
| 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 | Safer Society Foundation Inc, Safer Society Press | 29 Union St, Brandon, VT 05733-1128 | VT | 1995-09 | $1,038,476 |
| 2 | Saint Michaels College Fire And Rescue Inc | Rescue Inc Smc Box 280, Colchester, VT 05439-0001 | VT | 2005-05 | $560,518 |
| 3 | Samaritan House Inc | 24 Kingman St, Saint Albans, VT 05478-2012 | VT | 1993-01 | $374,403 |
| 4 | Sandglass Center For Puppetry & Theater Research Ltd | PO BOX 970, Putney, VT 05346-0970 | VT | 1997-01 | $191,998 |
| 5 | Sara Carpenter Memorial Library Inc, Memorial Library Inc | PO BOX 127, Hinesburg, VT 05461-0127 | VT | 1990-04 | $213,229 |
| 6 | Sara M Holbrook Community Center | 66 North Ave, Burlington, VT 05401-5219 | VT | 2003-08 | $604,144 |
| 7 | Saxon Hill School Inc | PO BOX 68, Jericho, VT 05465-0068 | VT | 1968-12 | $192,844 |
| 8 | Saxtons River Montessori School Inc | PO BOX 98, Saxtons River, VT 05154-0098 | VT | 1993-01 | $133,204 |
| 9 | Scholarship Fund Club Canadien Inc | 39 Lepage Road, Barre, VT 05641-9066 | VT | 2001-10 | $0 |
| 10 | School Street Montessori | 24 School St, Randolph, VT 05060-1150 | VT | 1983-11 | $89,902 |
| 11 | Schultz-Blackwell Tr, Blackwell Marilyn S & Edward S Ttee | 3779 Center Rd, E Montpelier, VT 05651-4103 | VT | 1994-09 | $47,262 |
| 12 | Seall Inc, 204 206 Depot | 204 Depot St, Bennington, VT 05201-1816 | VT | 1993-04 | $1,120,016 |
| 13 | Second Wind Foundation | 200 Olcott Dr, White Riv Jct, VT 05001-9281 | VT | 1992-11 | $432,106 |
| 14 | Cavendish Green Mountain Snow Fleas | 16 Parker Ave, Proctorsville, VT 05153-9745 | VT | 2010-12 | $12,007 |
| 15 | Order Of The Eastern Star Of Vt Grand Chapter, 57 Charity Chapter | 617 Brockway Hill Rd, Williamstown, VT 05679-9231 | VT | 1940-11 | $10,388 |
| 16 | Preschool At Faith United Methodist Church Inc | 899 Dorset St, S Burlington, VT 05403-7501 | VT | 2007-02 | $117,421 |
| 17 | Smart Growth Vermont Inc | 110 Main Street, Burlington, VT 05401-8451 | VT | 2000-04 | $263,126 |
| 18 | Springfield Masonic Association Inc | 71 Main St, Springfield, VT 05156-2904 | VT | 1965-10 | $146,919 |
| 19 | Supreme Emblem Club Of The United States Of America | P O Box 723, Montpelier, VT 05601 | VT | 1960-02 | $1,422 |
| 20 | Terrace Communities Foundation Inc | 129 Lincoln Avenue, Manchester Center, VT 05255-9505 | VT | 2009-11 | $4,827 |
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