Berkley-Palmer Memorial Endowment F Und, Episopal Diocese Of Vermont in Burlington, 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
| Berkley-Palmer Memorial Endowment F Und, Episopal Diocese Of Vermont | |
| Employer Identification Number (EIN) | 036046124 |
| Name of Organization | Berkley-Palmer Memorial Endowment F Und |
| Secondary Name | Episopal Diocese Of Vermont |
| In Care of Name | Episcopal Diocese Of Vermont |
| Address | 5 Rock Point Rd, Burlington, VT 05408-2787 |
| Activities | Other religious activities, Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1997 |
| 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 | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $18,014 |
| Amount of Income | $821 |
| Form 990 Revenue Amount | $863 |
| National Taxonomy of Exempt Entities (NTEE) | Unknown: Unknown |
Non-representatives - add comments:
| 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 | $858 | $858 | $858 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $858 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $858 | $0 | $0 | $858 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $0 | $0 | $0 | |
| Contributions, gifts, grants paid | $858 | |||
| Excess of revenue over expenses and disbursements | $0 | |||
| Net investment income | $858 | |||
| Adjusted net income | $858 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $18,014 | $17,295 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $18,014 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $18,014 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $17 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $17 |
| 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? | 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 | $17,295 |
| Net value of noncharitable-use assets | $17,040 |
| Minimum investment return | $852 |
| Distributable Amount (for 2012) | |
| Distributable amount | $835 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $835 |
| 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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| Other organizations in Vermont | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Bennington County Regional Marketing Organization | Po Box 2413, Manchester Center, VT 05255 | VT | 2000-09 | $0 |
| 2 | Bennington County School & Workforce Partnership Inc | 111 South St Ste 203, Bennington, VT 05201-2272 | VT | 2002-04 | $14,948 |
| 3 | Bennington Free Library | 101 Silver St, Bennington, VT 05201-2868 | VT | 1966-02 | $735,639 |
| 4 | Greater Bennington Interfaith Community Services Inc | 107 Adams St, Bennington, VT 05201-2551 | VT | 2001-06 | $188,770 |
| 5 | Bennington K Of C Home Association Inc, Knights Of Columbus Home Assoc Inc | PO BOX 4798, Bennington, VT 05201-4798 | VT | 2000-05 | $13,217 |
| 6 | Bennington Lodge No 1233 Loyal Order Of Moose, 1233 | 916 Main St, Bennington, VT 05201-2639 | VT | 1935-08 | $185,101 |
| 7 | Bennington Microtechnology Center Corporation | PO BOX 923, Bennington, VT 05201-0923 | VT | 2004-10 | $76,826 |
| 8 | Bennington Museum Inc | 75 Main St, Bennington, VT 05201-2827 | VT | 1928-02 | $3,115,484 |
| 9 | Bennington Project Independence Inc | PO BOX 1504, Bennington, VT 05201-1504 | VT | 1979-02 | $1,107,528 |
| 10 | Bergeron Family Foundations | 79 Alexis Dr, Burlington, VT 05408-2667 | VT | 2001-07 | $506,061 |
| 11 | Berkley-Palmer Memorial Endowment F Und, Episopal Diocese Of Vermont | 5 Rock Point Rd, Burlington, VT 05408-2787 | VT | 1997-01 | $821 |
| 12 | Berlin Corner Cemetery Association | P O Box 332, St Albans Bay, VT 05481 | VT | 1997-06 | $34,812 |
| 13 | Bermil Foundation Inc | PO BOX 682, Wilmington, VT 05363-0682 | VT | 2009-05 | $82,923 |
| 14 | Bernice Jenkins Foundation Inc | 26 Drew Rd, Tunbridge, VT 05077-9501 | VT | 2002-03 | $0 |
| 15 | Bethany Birches Camp Inc | 2610 Lynds Hill Rd, Plymouth, VT 05056-9803 | VT | 1971-03 | $773,412 |
| 16 | Bethel After School Program | PO BOX 296, Bethel, VT 05032-0296 | VT | 2003-01 | $67,908 |
| 17 | Bethel Library Association | Po Box 354, Bethel, VT 05032 | VT | 1946-08 | $35,301 |
| 18 | Better Bennington Corporation | PO BOX 704, Bennington, VT 05201-0704 | VT | 2003-03 | $103,812 |
| 19 | Betty Howard & Raymond Howard Scholarship Memorial Fund | PO BOX 120, Newport, VT 05855-0120 | VT | 1997-02 | $80,705 |
| 20 | Beverage Association Of Vermont | 45 Court St, Montpelier, VT 05602-2813 | VT | 1992-10 | $147,659 |
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