Shefali Batra Foundation in White Riv Jct, 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
| Shefali Batra Foundation | |
| Employer Identification Number (EIN) | 030333950 |
| Name of Organization | Shefali Batra Foundation |
| In Care of Name | Dr Narain D Batra |
| Address | 220 Truell Rd, White Riv Jct, VT 05001-4419 |
| Activities | Gifts, grants, or loans to other organizations, Non financial services of facilities to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2009 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $3,453 |
| Amount of Income | $4,200 |
| Form 990 Revenue Amount | $1,200 |
Non-representatives - add comments:
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $1,200 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $1,200 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $1,802 | $0 | $0 | $1,802 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2 | $0 | $2 | |
| Contributions, gifts, grants paid | $1,800 | |||
| Excess of revenue over expenses and disbursements | $-602 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,798 | $4,798 |
| Cash - non-interest-bearing | $4,776 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $22 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $4,798 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| 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 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $4,586 |
| Net value of noncharitable-use assets | $4,520 |
| Minimum investment return | $226 |
| Distributable Amount (for 2011) | |
| Distributable amount | $226 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $226 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Imaging The World Corp | PO BOX 25, Charlotte, VT 05445-0025 | VT | 2009-07 | $46,114 |
| 2 | Mad River Valley Community Fund | PO BOX 353, Waitsfield, VT 05673-0353 | VT | 1991-05 | $145,730 |
| 3 | Modern Woodmen Of America | Po Box 648, Wells, VT 05774 | VT | 1972-11 | $0 |
| 4 | Montpelier Historical Society Inc | PO BOX 54, Montpelier, VT 05601-0054 | VT | 1997-11 | $3,419 |
| 5 | National Slate Association Inc | PO BOX 172, Poultney, VT 05764-0172 | VT | 2003-08 | $53,785 |
| 6 | North American People Of The Dawn Sovereign Nation, Spiritual Cultural Preservation | 26 Governor Dr Apt C3, Newport, VT 05855-4865 | VT | 1999-06 | $1,330 |
| 7 | Riverledge Foundation Ltd, Riverledge Foundation | 2060 Townshend Road, Grafton, VT 05146 | VT | 2010-02 | $3,834,126 |
| 8 | Roberta And Russell Housman Charitable Foundation Inc | 38 Mckee Rd, Arlington, VT 05250-9620 | VT | 2010-03 | $18,453 |
| 9 | Rutland County Foster Parents Association | PO BOX 6814, Rutland, VT 05702-6814 | VT | 2007-10 | $6,037 |
| 10 | Share Southern Vermont Inc | PO BOX 22, Proctorsville, VT 05153-0022 | VT | 2009-05 | $1,600 |
| 11 | Shefali Batra Foundation | 220 Truell Rd, White Riv Jct, VT 05001-4419 | VT | 1992-12 | $4,200 |
| 12 | Shelburne Art Center Corporation | PO BOX 52, Shelburne, VT 05482-0052 | VT | 1950-05 | $204,131 |
| 13 | Sheldon Fire Department Inc | PO BOX 392, Sheldon Spgs, VT 05485-0392 | VT | 1999-07 | $60,000 |
| 14 | Shriners International, Mount Sinai Shriners Group Return | 288 Gallison Hill Rd, Montpelier, VT 05602-8352 | VT | 1940-11 | $0 |
| 15 | Silas L Griffith Memorial Library | 74 S Main St, Danby, VT 05739-9335 | VT | 1985-09 | $379,484 |
| 16 | Sinex Education Foundation Inc, Sinex Donald F Dir | 9 Abbey Ln, Rutland, VT 05701-9766 | VT | 1998-04 | $39,943 |
| 17 | Skatium Inc | 1939 Sugarbush Access Rd, Warren, VT 05674-9750 | VT | 1993-05 | $35,365 |
| 18 | Smokey House Center | 426 Danby Mountain Rd, Danby, VT 05739-9771 | VT | 1979-06 | $301,733 |
| 19 | Society Of Vermont Craftsman Inc | 611 Route 103 S, Ludlow, VT 05149-9781 | VT | 1950-01 | $150,932 |
| 20 | Sojourns Abroad Ltd | Po Box 1171, Manchester, VT 05254 | VT | 2007-09 | $241 |
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