Osterville Historic Places Conservation Trust in Richmond, Virginia (VA)
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 Virginia
| Osterville Historic Places Conservation Trust | |
| Employer Identification Number (EIN) | 042751016 |
| Name of Organization | Osterville Historic Places Conservation Trust |
| In Care of Name | Garfield Toolas |
| Address | 6426 Three Chopt Rd, Richmond, VA 23226-3117 |
| Activities | Preservation of natural resources (conservation), Historical site, records or reenactment, Other conservation, environmental or beautification activities |
| Subsection | Charitable Organization |
| Ruling Date | 03/1982 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $145,385 |
| Amount of Income | $79,931 |
| Form 990 Revenue Amount | $9,248 |
Non-representatives - add comments:
Revenue for 2011
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 | $9,248 | $5,177 | $5,177 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,177 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $4,071 | |||
| Total expenses and disbursements | $6,667 | $217 | $0 | $6,656 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $3,167 | $217 | $3,156 | |
| Contributions, gifts, grants paid | $3,500 | |||
| Excess of revenue over expenses and disbursements | $2,581 | |||
| Net investment income | $4,960 | |||
| Adjusted net income | $5,177 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $153,520 | $128,452 |
| Cash - non-interest-bearing | $13,406 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $140,114 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $500 | |
| Mortgages and other notes payable | $0 | |
| Other | $500 | |
| Total liabilities and net assets/fund balances | $153,020 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $4,071 |
| 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 | $99 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $99 |
| 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 | $138,649 |
| Net value of noncharitable-use assets | $136,560 |
| Minimum investment return | $6,828 |
| Distributable Amount (for 2011) | |
| Distributable amount | $6,729 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $6,729 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $6,626 |
| 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 Virginia | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Northampton County Chamber Of Commerce | PO BOX 475, Eastville, VA 23347-0475 | VA | 1993-10 | $73,179 |
| 2 | Pi Kappa Phi Fraternity, Zeta Epsilon Chapter Richard Cheatham | 4400 University Dr Ms2d6, Fairfax, VA 22030 | VA | 1941-05 | $1,515,755 |
| 3 | Organization For The Protection And Advancement Of Small Telephone Com | 4121 Wilson Blvd Ste 1 100, Arlington, VA 22203-1839 | VA | 1983-08 | $10,456,420 |
| 4 | Owen Family Foundation | 3815 N Dickerson St, Arlington, VA 22207-2968 | VA | 1980-06 | $118,170 |
| 5 | Outdoor Recreation Heritage Fund Inc | 170 W Shirley Ave Ste 201, Warrenton, VA 20186-3083 | VA | 2002-04 | $427,866 |
| 6 | Partners For Peace Inc | PO BOX 2157, Purcellville, VA 20134-2157 | VA | 1989-08 | $94,211 |
| 7 | Pedorthic Footcare Association Inc | 8400 W Park Dr 2nd Fl, Mclean, VA 22102-5116 | VA | 1969-05 | $751,796 |
| 8 | Penal Reform International-The Americas Inc | 6155 Fuller Ct, Alexandria, VA 22310-2541 | VA | 2004-02 | $1 |
| 9 | Philip L Graham Fund | 1300 17th St N Ste 1700, Arlington, VA 22209-3811 | VA | 1964-10 | $19,846,857 |
| 10 | Philosophy Of Education Society | Virginia Commonwealth University 10, Richmond, VA 23221 | VA | 1974-10 | $58,267 |
| 11 | Osterville Historic Places Conservation Trust | 6426 Three Chopt Rd, Richmond, VA 23226-3117 | VA | 1982-03 | $79,931 |
| 12 | Organization Of Chinese American Women Inc | PO BOX 815, Great Falls, VA 22066-0815 | VA | 1989-01 | $15,736 |
| 13 | Organization Of Chinese American Women | PO BOX 815, Great Falls, VA 22066-0815 | VA | 1989-01 | $700 |
| 14 | Organization Of Competitive Bodybuilders | 2511 Einstein St, Herndon, VA 20171-6112 | VA | 2003-04 | $96,653 |
| 15 | Partnership For Critical Infrastructure Security Inc | C/O Joseph Donovan 4250 N Fairfax D, Arlington, VA 22203 | VA | 2002-03 | $0 |
| 16 | Paws For Life Inc A New Corp | 11403 Orchard Green Ct, Reston, VA 20190-4450 | VA | 1998-06 | $5,115 |
| 17 | Peanut And Tree Nut Processors Association | PO BOX 2660, Alexandria, VA 22301-0660 | VA | 1951-07 | $1,121,907 |
| 18 | Philippine Medical Association Of Metropolitan Washington Inc | 8711 Pappas Way, Annandale, VA 22003-4539 | VA | 1984-10 | $2,905 |
| 19 | Pierce-Arrow Society Inc | PO BOX 13, Catharpin, VA 20143-0013 | VA | 1959-08 | $61,618 |
| 20 | Pinckney Pro Life | PO BOX 4441, Leesburg, VA 20177-8530 | VA | 2001-11 | $99,846 |
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