Terry F Allen Family Charitable Trust, Allen Terry F Ttee in Ferrisburg, Vermont (VT)

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Terry F Allen Family Charitable Trust, Allen Terry F Ttee
Employer Identification Number (EIN)046837908
Name of OrganizationTerry F Allen Family Charitable Trust
Secondary NameAllen Terry F Ttee
In Care of NameTerry F Allen Ttee
Address256 Fuller Mountain Rd, Ferrisburg, VT 05456-9552
ActivitiesNon-exempt charitable trust described in section 4947(a)(1) of the Code
SubsectionCharitable Organization
Ruling Date05/1998
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$10,000 to $24,999
Income$500,000 to $999,999
Filing Requirement990 - 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


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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%

Financial snapshot ($)

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements 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 ValueFair 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)
2012201120102009Total
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
IdNameAddressStateEstablishedTotal Income
1S & G FoundationPO BOX 860, Saratoga Spgs, NY 12866-0860NY1998-01$316,260,515
2The Walsh Foundation190 S Lasalle St Ste 1700, Chicago, IL 60603-3496IL1995-06$46,605,330
3Tasajillo Charitable Trust, Wyatt O S Jr TteePO BOX 56223, Houston, TX 77256-6223TX1997-06$40,568,060
4Stuller Family Foundation1213 Terrace Hwy, Broussard, LA 70518-7643LA1995-04$34,623,905
5Phillip S Miller FoundationPO BOX 3168, Portland, OR 97208-3168OR1996-09$32,166,827
6Taishoff Family Foundation Tr4085 Tamiami Trl N Ste B104, Naples, FL 34103-3724FL1996-01$30,254,004
7Zs & M Wilf Foundation Inc200 Central Avenue, Mountainside, NJ 07092-1926NJ1998-06$23,767,898
8Renate Hans And Maria Hofmann Trust C/O Robert S Warshaw10 S Dearborn Il10111, Chicago, IL 60603-2300IL1997-07$20,790,768
9Saint Stephens Of Kansas Charitable Tr, Romain William R Ttee120 W Kansas Ave Ste B, Mcpherson, KS 67460-4756KS1997-08$17,757,802
10Twenty Plus Foundation Inc314 Commonwealth Ave Unit 2, Boston, MA 02115-2140MA1998-01$15,022,560
11The King Family Foundation1415 W 22nd St Ste 400, Oak Brook, IL 60523-2023IL1995-03$14,678,422
12Robert T Keeler Foundation425 Walnut St Ste 1800, Cincinnati, OH 45202-3957OH1995-01$14,081,205
13Maverick Lloyd FoundationPO BOX 100, Sharon, VT 05065-0100VT1995-06$1,849,809
14Vermont Foundation For Children & Families Inc208 Flynn Ave, Burlington, VT 05401-5429VT1998-01$1,840,714
15Charles P Ferro FoundationC/O Bonnie Ferro 88 Sunset Cliff, Burlington, VT 05408VT1995-03$1,437,170
16Terry F Allen Family Charitable Trust, Allen Terry F Ttee256 Fuller Mountain Rd, Ferrisburg, VT 05456-9552VT1998-05$615,394
17The Marvin L And Norma J Hathaway Foundation206 Perry Lea Rd, Waterbury, VT 05676-9655VT1998-06$381,943
18Silas L Griffith Trust, Smith Richard Ttee69 Church Street, Wallingford, VT 05773VT1997-07$123,331
19Patricia P Irgens Larsen Charitable Foundation Inc600 W Shaw Hill Rd, Stowe, VT 05672-4612VT1997-06$101,859
20John M Colton Charitable Trust UwPO BOX 303, Barton, VT 05822-0303VT1997-05$55,118
Number of organizations performing similar types of work
Alabama57
Arkansas13
Arizona25
California194
Colorado52
Connecticut33
District of Columbia19
Delaware17
Florida265
Georgia95
Hawaii12
Iowa17
Idaho7
Illinois126
Indiana58
Kansas19
Kentucky18
Louisiana33
Massachusetts75
Maryland77
Maine8
Michigan100
Minnesota45
Missouri17
Mississippi18
Montana7
North Carolina122
North Dakota2
Nebraska18
New Hampshire11
New Jersey112
New Mexico4
Nevada17
New York230
Ohio138
Oklahoma29
Oregon20
Pennsylvania166
Rhode Island22
South Carolina27
South Dakota2
Tennessee51
Texas160
Utah24
Virginia74
Vermont8
Washington23
Wisconsin52
West Virginia16
Wyoming7
International2
Total2,744

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