Hershey Family Foundation, Hershey Terry & Alan Co-Ttee in Frisco, Colorado (CO)
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
| Hershey Family Foundation, Hershey Terry & Alan Co-Ttee | |
| Employer Identification Number (EIN) | 066487586 |
| Name of Organization | Hershey Family Foundation |
| Secondary Name | Hershey Terry & Alan Co-Ttee |
| In Care of Name | Girardin Briant & Baldwin Llc |
| Address | PO BOX 4338, Frisco, CO 80443-4338 |
| Subsection | Charitable Organization |
| Ruling Date | 08/2000 |
| 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 | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $18,627 |
| Amount of Income | $145,219 |
| Form 990 Revenue Amount | $-20,478 |
| National Taxonomy of Exempt Entities (NTEE) | Arts, Culture and Humanities: Single Organization Support |
Non-representatives - add comments:
Amount of income in 2013: $145,219 (it was $169,843 in 2012)
| Hershey Family Foundation, Hershey Terry & Alan Co-Ttee: | $145,219 |
| Other organizations performing similar types of work: | $79,074 |
Assets in 2013: $18,627 (it was $131,165 in 2012)
| Hershey Family Foundation, Hershey Terry & Alan Co-Ttee: | $18,627 |
| Other organizations performing similar types of work: | $63,467 |
Expenses in 2012: $106,791
| Hershey Family Foundation, Hershey Terry & Alan Co-Ttee: | $106,791 |
| Other organizations performing similar types of work: | $40,000 |
Income to expenses ratio in 2012: 1.4
| This organization: | 1.4 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 0.0%
| Hershey Family Foundation, Hershey Terry & Alan Co-Ttee: | 0.0% |
| Other organizations performing similar types of work: | 9.0% |
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 | $24,736 | $24,736 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1,158 | |||
| Dividends and interest from securities | $3,696 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $201 | |||
| Other | $19,681 | |||
| Total expenses and disbursements | $106,791 | $0 | $0 | $105,650 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,141 | $0 | $0 | |
| Contributions, gifts, grants paid | $105,650 | |||
| Excess of revenue over expenses and disbursements | $-82,055 | |||
| Net investment income | $24,736 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $131,165 | $179,822 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $123,608 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $7,557 | |
| Total liabilities | $28,100 | |
| Mortgages and other notes payable | $0 | |
| Other | $28,100 | |
| Total liabilities and net assets/fund balances | $103,065 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $19,681 |
| 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 | $247 |
| Total credits and payments | $331 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $331 |
| 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 | $0 |
| Overpayment | $84 |
| Amount to be credited to 2013 estimated tax | $84 |
| 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 | $212,759 |
| Net value of noncharitable-use assets | $209,560 |
| Minimum investment return | $10,478 |
| Distributable Amount (for 2012) | |
| Distributable amount | $10,231 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $10,231 |
| 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 | World War Ii Theatre Inc | 945 Magazine St, New Orleans, LA 70130-3813 | LA | 2009-04 | $562,501 |
| 2 | Clyfford Still Museum Foundation | 1250 Bannock St, Denver, CO 80204-3631 | CO | 2013-01 | $2,759,608 |
| 3 | Kadet Krew | 6660 Delmonico Dr Unit D-2337, Colorado Spgs, CO 80919-1899 | CO | 2003-01 | $386,299 |
| 4 | Liberty Band Boosters | 3472 Research Pkwy Ste 104 Pmb 226, Colorado Spgs, CO 80920-1066 | CO | 2010-10 | $295,453 |
| 5 | Friends Of Arts Street | 1079 Osage St, Denver, CO 80204-3917 | CO | 2003-08 | $274,648 |
| 6 | Fairview Band Boosters Organization | 4800 Baseline Rd Ste E104-261, Boulder, CO 80303-2699 | CO | 1999-12 | $244,116 |
| 7 | Hershey Family Foundation, Hershey Terry & Alan Co-Ttee | PO BOX 4338, Frisco, CO 80443-4338 | CO | 2000-08 | $145,219 |
| 8 | Thompson Valley High School Band Boosters | PO BOX 3053, Loveland, CO 80539-3053 | CO | 2011-10 | $52,306 |
| 9 | Mardi Gras Krowe De Colorado | 9557 S Kingston Ct, Englewood, CO 80112-5952 | CO | 1999-05 | $51,525 |
| 10 | Greeley Central High School Band Booster Parents Inc | 1515 14th Ave, Greeley, CO 80631-4737 | CO | 2000-06 | $41,393 |
| 11 | Fhs Music Foundation | 5695 Tipple Pkwy, Frederick, CO 80504 | CO | 2006-05 | $39,750 |
| 12 | Friends Of Francisco Fort History Museum | Po Box 436, La Veta, CO 81055 | CO | 2014-06 | $8,964 |
| 13 | Fort Collins Symphony Endowment Fund Inc | 2038 Vermont Drive, Fort Collins, CO 80525-5754 | CO | 2001-08 | $2,533 |
| 14 | Colorado Patrons Of The Arts In The Vatican Museums | 3973 E Costilla Ave, Centennial, CO 80122 | CO | 2012-02 | $0 |
| 15 | Dchs Choir Boosters | 275 S Pembrook St, Castle Rock, CO 80104 | CO | 2001-03 | $0 |
| 16 | Denver Concert Band Endowment Fund | Po Box 44471, Denver, CO 80201 | CO | 2001-09 | $0 |
| 17 | Loveland Dance Academy Booster Club | 440 N Lincoln Ave, Loveland, CO 80537 | CO | 2007-08 | $0 |
| 18 | Southwest Colorado Canyons Alliance | 27501 Highway 184, Dolores, CO 81323 | CO | 2014-07 | $0 |
| 19 | Tabeguache Trail Riders Incorperated | PO BOX 12, Nucla, CO 81424-0012 | CO | 2014-08 | $0 |
| 20 | The Pioneer Town Foundation | Po Box 906, Cedaredge, CO 81413 | CO | 2002-03 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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