Oxford Hills Scholarship Foundation in Oxford, Maine (ME)
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 Maine
| Oxford Hills Scholarship Foundation | |
| Employer Identification Number (EIN) | 010523143 |
| Name of Organization | Oxford Hills Scholarship Foundation |
| In Care of Name | M S A D No 17 |
| Address | 1570 Main St Ste 11, Oxford, ME 04270-3390 |
| Subsection | Educational Organization |
| Ruling Date | 05/1999 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2014 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $6,480,255 |
| Amount of Income | $2,356,399 |
| Form 990 Revenue Amount | $269,518 |
| National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Education (Not Elsewhere Classified) |
Non-representatives - add comments:
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 | $269,518 | $259,018 | $114,148 | |
| Contributions, gifts, grants, etc., received | $10,500 | |||
| Interest on savings and temporary cash investments | $2,379 | |||
| Dividends and interest from securities | $111,769 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $144,870 | |||
| Total expenses and disbursements | $287,060 | $68,883 | $0 | $218,177 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $68,883 | $68,883 | $0 | |
| Contributions, gifts, grants paid | $218,177 | |||
| Excess of revenue over expenses and disbursements | $-17,542 | |||
| Net investment income | $190,135 | |||
| Adjusted net income | $114,148 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,820,345 | $5,140,988 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $679,503 | |
| Investments-corporate stock | $3,388,711 | |
| Investments-corporate bonds | $565,025 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $104,278 | |
| Other | $82,828 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $4,820,345 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $144,870 |
| 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 | $3,803 |
| Total credits and payments | $13,304 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $13,304 |
| 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 |
| Overpayment | $9,501 |
| Amount to be credited to 2013 estimated tax | $9,501 |
| 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 | $4,738,655 |
| Net value of noncharitable-use assets | $4,667,580 |
| Minimum investment return | $233,379 |
| Distributable Amount (for 2012) | |
| Distributable amount | $229,576 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $229,576 |
| 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 Maine | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Pine Tree Society For Handicapped Children & Adults Inc | 149 Front St, Bath, ME 04530-2610 | ME | 1946-09 | $8,138,273 |
| 2 | 4-H Clubs & Affiliated 4-H Organizations, Pine Tree State 4-H Club Foundation | 5717 Corbett Hall, Orono, ME 04469-5717 | ME | 1965-04 | $114,393 |
| 3 | Viles Arboretum | 153 Hospital St, Augusta, ME 04330-0700 | ME | 1983-05 | $190,091 |
| 4 | Pinegrove Development Corporation | 4 Pine Grove Ln, York, ME 03909-1131 | ME | 2003-04 | $238,819 |
| 5 | Pines Health Services | PO BOX 40, Caribou, ME 04736-0040 | ME | 2005-01 | $20,091,649 |
| 6 | Pinewood Manor Inc | PO BOX 7354, Ocean Park, ME 04063-7354 | ME | 1979-06 | $616,205 |
| 7 | Piscataquis County Economic Development Council | 50 Mayo St, Dovr Foxcroft, ME 04426-1231 | ME | 1999-12 | $327,732 |
| 8 | Piscataquis Regional Ymca | 48 Park St, Dovr Foxcroft, ME 04426-1000 | ME | 1986-08 | $624,882 |
| 9 | Piscataquis Valley Fair Association Inc | PO BOX 197, Dovr Foxcroft, ME 04426-0197 | ME | 1973-12 | $149,389 |
| 10 | Pittston Fair | PO BOX 351, Gardiner, ME 04345-0351 | ME | 1997-07 | $154,363 |
| 11 | Oxford Hills Scholarship Foundation | 1570 Main St Ste 11, Oxford, ME 04270-3390 | ME | 1999-05 | $2,356,399 |
| 12 | Organic Seed Growers And Trade Association | Po Box 362, Washington, ME 04574 | ME | 2009-03 | $17,665 |
| 13 | Protein Foundation | 10 Moulton St, Portland, ME 04101-5039 | ME | 1981-10 | $425,078 |
| 14 | Prospectors Ski Club Inc | PO BOX 653, Camden, ME 04843-0653 | ME | 1951-06 | $61,808 |
| 15 | Planet Dog Foundation | 85 Bradley Dr, Westbrook, ME 04092-2013 | ME | 2001-01 | $179,158 |
| 16 | Plant Memorial Home | 1 Washington St, Bath, ME 04530-1634 | ME | 1972-02 | $3,421,985 |
| 17 | Platform Shoes Forum | PO BOX 1222, Rockland, ME 04841-1222 | ME | 2004-03 | $35,096 |
| 18 | Pleasant Lake Parker Pond Association | 983 Meadow Rd, Casco, ME 04015-3036 | ME | 2003-11 | $21,515 |
| 19 | Pleasant River Ambulance Service | 183 Us Highway 1, Columbia, ME 04623-3103 | ME | 2002-03 | $361,758 |
| 20 | Pleasant River Wildlife Foundation | PO BOX 154, Addison, ME 04606-0154 | ME | 1999-04 | $565,930 |
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