Terry F Allen Family Charitable Trust, Allen Terry F Ttee in Ferrisburg, 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
| Terry F Allen Family Charitable Trust, Allen Terry F Ttee | |
| Employer Identification Number (EIN) | 046837908 |
| Name of Organization | Terry F Allen Family Charitable Trust |
| Secondary Name | Allen Terry F Ttee |
| In Care of Name | Terry F Allen Ttee |
| Address | 256 Fuller Mountain Rd, Ferrisburg, VT 05456-9552 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | Charitable Organization |
| Ruling Date | 05/1998 |
| 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 | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $24,628 |
| Amount of Income | $615,394 |
| Form 990 Revenue Amount | $139,706 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2013: $615,394 (it was $1,398,850 in 2012)
| This organization: | $615,394 |
| Other organizations performing similar types of work: | $120,021 |
Assets in 2013: $24,628 (it was $139,412 in 2012)
| This organization: | $24,628 |
| Other organizations performing similar types of work: | $470,342 |
Expenses in 2012: $48,725
| This organization: | $48,725 |
| Other organizations performing similar types of work: | $61,754 |
Income to expenses ratio in 2012: 12.6
| This organization: | 12.6 |
| Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2012: 0.9%
| This organization: | 0.9% |
| Other organizations performing similar types of work: | 0.0% |
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 | $76,702 | $75,978 | $0 | |
| Contributions, gifts, grants, etc., received | $724 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $75,977 | |||
| Total expenses and disbursements | $48,725 | $951 | $0 | $47,774 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $951 | $951 | $0 | |
| Contributions, gifts, grants paid | $47,774 | |||
| Excess of revenue over expenses and disbursements | $27,977 | |||
| Net investment income | $75,027 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $139,412 | $139,412 |
| Cash - non-interest-bearing | $6,712 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $132,700 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $139,412 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $75,977 |
| 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 | $750 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $16 |
| Tax due | $766 |
| 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? | Yes |
| 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 | $111,882 |
| Net value of noncharitable-use assets | $110,200 |
| Minimum investment return | $5,510 |
| Distributable Amount (for 2012) | |
| Distributable amount | $4,760 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $4,760 |
| 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 | S & G Foundation | PO BOX 860, Saratoga Spgs, NY 12866-0860 | NY | 1998-01 | $316,260,515 |
| 2 | The Walsh Foundation | 190 S Lasalle St Ste 1700, Chicago, IL 60603-3496 | IL | 1995-06 | $46,605,330 |
| 3 | Tasajillo Charitable Trust, Wyatt O S Jr Ttee | PO BOX 56223, Houston, TX 77256-6223 | TX | 1997-06 | $40,568,060 |
| 4 | Stuller Family Foundation | 1213 Terrace Hwy, Broussard, LA 70518-7643 | LA | 1995-04 | $34,623,905 |
| 5 | Phillip S Miller Foundation | PO BOX 3168, Portland, OR 97208-3168 | OR | 1996-09 | $32,166,827 |
| 6 | Taishoff Family Foundation Tr | 4085 Tamiami Trl N Ste B104, Naples, FL 34103-3724 | FL | 1996-01 | $30,254,004 |
| 7 | Zs & M Wilf Foundation Inc | 200 Central Avenue, Mountainside, NJ 07092-1926 | NJ | 1998-06 | $23,767,898 |
| 8 | Renate Hans And Maria Hofmann Trust C/O Robert S Warshaw | 10 S Dearborn Il10111, Chicago, IL 60603-2300 | IL | 1997-07 | $20,790,768 |
| 9 | Saint Stephens Of Kansas Charitable Tr, Romain William R Ttee | 120 W Kansas Ave Ste B, Mcpherson, KS 67460-4756 | KS | 1997-08 | $17,757,802 |
| 10 | Twenty Plus Foundation Inc | 314 Commonwealth Ave Unit 2, Boston, MA 02115-2140 | MA | 1998-01 | $15,022,560 |
| 11 | The King Family Foundation | 1415 W 22nd St Ste 400, Oak Brook, IL 60523-2023 | IL | 1995-03 | $14,678,422 |
| 12 | Robert T Keeler Foundation | 425 Walnut St Ste 1800, Cincinnati, OH 45202-3957 | OH | 1995-01 | $14,081,205 |
| 13 | Maverick Lloyd Foundation | PO BOX 100, Sharon, VT 05065-0100 | VT | 1995-06 | $1,849,809 |
| 14 | Vermont Foundation For Children & Families Inc | 208 Flynn Ave, Burlington, VT 05401-5429 | VT | 1998-01 | $1,840,714 |
| 15 | Charles P Ferro Foundation | C/O Bonnie Ferro 88 Sunset Cliff, Burlington, VT 05408 | VT | 1995-03 | $1,437,170 |
| 16 | Terry F Allen Family Charitable Trust, Allen Terry F Ttee | 256 Fuller Mountain Rd, Ferrisburg, VT 05456-9552 | VT | 1998-05 | $615,394 |
| 17 | The Marvin L And Norma J Hathaway Foundation | 206 Perry Lea Rd, Waterbury, VT 05676-9655 | VT | 1998-06 | $381,943 |
| 18 | Silas L Griffith Trust, Smith Richard Ttee | 69 Church Street, Wallingford, VT 05773 | VT | 1997-07 | $123,331 |
| 19 | Patricia P Irgens Larsen Charitable Foundation Inc | 600 W Shaw Hill Rd, Stowe, VT 05672-4612 | VT | 1997-06 | $101,859 |
| 20 | John M Colton Charitable Trust Uw | PO BOX 303, Barton, VT 05822-0303 | VT | 1997-05 | $55,118 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 2,744 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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