Virginia A Archer Scholarship Trust Fund in Portland, Oregon (OR)
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 Oregon
| Virginia A Archer Scholarship Trust Fund | |
| Employer Identification Number (EIN) | 936107007 |
| Name of Organization | Virginia A Archer Scholarship Trust Fund |
| Address | 520 Nw Torrey View Ln, Portland, OR 97229-6540 |
| Activities | Scholarships (other) |
| Subsection | Educational Organization |
| Ruling Date | 01/1977 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2012 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $157,656 |
| Amount of Income | $18,654 |
| Form 990 Revenue Amount | $8,644 |
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 | $7,999 | $8,227 | $8,227 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $8,225 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $21,579 | $92 | $12,000 | $9,000 |
| Compensation of officers, directors, trustees, etc. | $12,000 | |||
| Total operating and administrative expenses | $12,579 | $92 | $0 | |
| Contributions, gifts, grants paid | $9,000 | |||
| Excess of revenue over expenses and disbursements | $-13,580 | |||
| Net investment income | $8,135 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $157,656 | $157,656 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $62,073 | |
| Investments-corporate bonds | $38,567 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $50,287 | |
| Other | $6,729 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $157,656 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-228 |
| 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 | $81 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $81 |
| 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? | Yes |
| 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? | Yes |
| 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? | Yes |
| 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 | $167,259 |
| Net value of noncharitable-use assets | $164,760 |
| Minimum investment return | $8,238 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | $6,929 | $7,097 | $14,026 |
| Qualifying distributions made directly for active conduct of exempt activities | $9,000 | $5,600 | $4,532 | $4,950 | $24,082 |
| 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 | $5,492 | $6,038 | $6,053 | $6,004 | $23,587 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Fastpitch Cares in Portland, OR
 |
| Right To Survive in Portland, OR |
Eritrean Community Association Of Oregon in Portland, OR
 |
|
Oregon Womens Prison Ministry in Portland, OR
|
|
Maria Dusciuc Ministries Inc in Portland, OR
|
|
Bike Farm Inc in Portland, OR
|
|
Universal Matrix Church Of Oregon in Portland, OR
|
| Northwest Regional Re-Entry Center Nwrrc in Portland, OR |
|
Disabled American Veterans, Yamhill County Chapter 5 in Mcminnville, OR
|
| Art And Wanda Peace Ministries in Oakland, OR |
| Other organizations in Oregon | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Village Daycare Inc | 1611 Virginia Ave Ste 506, North Bend, OR 97459-2759 | OR | 1997-09 | $143,619 |
| 2 | Village Free School | PO BOX 12590, Portland, OR 97212-0590 | OR | 2005-08 | $158,336 |
| 3 | Village Home Education Resource Center, Village Home | PO BOX 2093, Portland, OR 97208-2093 | OR | 2003-05 | $612,358 |
| 4 | Village Missions | 696 E Ellendale Ave, Dallas, OR 97338-3006 | OR | 1951-04 | $6,041,107 |
| 5 | Village Oaks Community Association | PO BOX 182, Springfield, OR 97477-0025 | OR | 1993-08 | $55,966 |
| 6 | Village Preschool Of Portland Inc | PO BOX 516, Lake Oswego, OR 97034-0057 | OR | 1976-12 | $69,689 |
| 7 | Village School | 2855 Lincoln St Ste B, Eugene, OR 97405-2737 | OR | 2000-03 | $1,498,071 |
| 8 | Vine Grants Inc | 69918 Ruckle Rd, Summerville, OR 97876-8146 | OR | 2003-12 | $2,339 |
| 9 | Vintage Trolley Inc | 1140 Sw 11th Ave Ste 500, Portland, OR 97205-2492 | OR | 1995-08 | $13,106 |
| 10 | Virgil & Marjories Hiatt Charitable Tr | PO BOX 3168, Portland, OR 97208-3168 | OR | 2002-06 | $179,067 |
| 11 | Virginia A Archer Scholarship Trust Fund | 520 Nw Torrey View Ln, Portland, OR 97229-6540 | OR | 1977-01 | $18,654 |
| 12 | Visible Grace Inc | PO BOX 91332, Portland, OR 97291-0006 | OR | 2004-04 | $93,768 |
| 13 | Vision Action Network | 3700 Sw Murray Blvd Ste 190, Beaverton, OR 97005-2372 | OR | 2002-01 | $261,792 |
| 14 | Vision Northwest | 9225 Sw Hall Blvd, Tigard, OR 97223-6794 | OR | 1984-04 | $29,144 |
| 15 | Visitor Development Fund Inc | 1000 Sw Broadway Ste 2300, Portland, OR 97205-3075 | OR | 2001-07 | $677,172 |
| 16 | Vivian I Milhon Foundation B | 1 Sw Columbia St Ste 1620, Portland, OR 97258-2017 | OR | 1978-09 | $13,041 |
| 17 | Vocational Development Foundation | 1943 Se 6th Ave, Portland, OR 97214-4508 | OR | 2000-08 | $26,819,472 |
| 18 | Voice For Oregon Innovation & Sustainability Inc | Po Box 12223, Portland, OR 97212 | OR | 2010-04 | $11,411 |
| 19 | Voices For The Performing Artsfoundation | PO BOX 594, Sherwood, OR 97140-0594 | OR | 2007-05 | $76,307 |
| 20 | Volunteer Caregivers Inc | 930 Queen Ave Sw, Albany, OR 97321-2631 | OR | 1992-10 | $41,601 |
Organization representatives - add corrected or new information about Virginia A Archer Scholarship Trust Fund »
Non-representatives - add comments about Virginia A Archer Scholarship Trust Fund»