Anne Slade Frey Charitable Tr, Swaim Nina Ttee in Montpelier, 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
| Anne Slade Frey Charitable Tr, Swaim Nina Ttee | |
| Employer Identification Number (EIN) | 026090073 |
| Name of Organization | Anne Slade Frey Charitable Tr |
| Secondary Name | Swaim Nina Ttee |
| In Care of Name | Bernie Lambek |
| Address | 140 Main St, Montpelier, VT 05602-2913 |
| Activities | Gifts or grants to individuals (other than scholarships), Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $77,407 |
| Amount of Income | $8,402 |
| Form 990 Revenue Amount | $6,905 |
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 | $10,261 | $9,443 | $0 | |
| Contributions, gifts, grants, etc., received | $818 | |||
| Interest on savings and temporary cash investments | $2,002 | |||
| Dividends and interest from securities | $489 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $6,952 | |||
| Total expenses and disbursements | $17,427 | $0 | $0 | $17,427 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $6,798 | $0 | $6,798 | |
| Contributions, gifts, grants paid | $10,629 | |||
| Excess of revenue over expenses and disbursements | $-7,166 | |||
| Net investment income | $9,443 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $90,082 | $106,889 |
| Cash - non-interest-bearing | $7,524 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $82,558 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $90,082 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $6,952 |
| 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 | $94 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $94 |
| 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 | $110,300 |
| Net value of noncharitable-use assets | $108,640 |
| Minimum investment return | $5,432 |
| Distributable Amount (for 2012) | |
| Distributable amount | $5,338 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $5,338 |
| 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 | Dorset Theatre Festival | PO BOX 510, Dorset, VT 05251-0510 | VT | 1978-06 | $644,519 |
| 2 | Americans Caring Teaching Sharing Inc | P O Box 433, Norwich, VT 05055 | VT | 2003-04 | $0 |
| 3 | Ames Hill Marlboro Community Center Inc | PO BOX 2124, Brattleboro, VT 05303-2124 | VT | 1977-08 | $33,997 |
| 4 | Ancient Accepted Scottish Rite Of Free Masonry Nmj, Valley Of Burlington | Po Box 208, Williston, VT 05495-0208 | VT | 1972-10 | $41,762 |
| 5 | Shriners International, Cairo Shriners | 51 Washington St, Rutland, VT 05701-5000 | VT | 1940-11 | $363,263 |
| 6 | Shriners International, Cairo Shriners Group Return | 51 Washington St, Rutland, VT 05701-5000 | VT | 1940-11 | $0 |
| 7 | Shriners International, Mount Sinai Shriners | 288 Gallison Hill Rd, Montpelier, VT 05602-8352 | VT | 1952-02 | $217,529 |
| 8 | Androscoggin Valley Economic Recovery Corp | C/O Ncic 347 Portland Street, St Johnsbury, VT 05819 | VT | 2004-01 | $55,433 |
| 9 | Angel Boy Art Incorporated | PO BOX 91, Cambridgeport, VT 05141-0091 | VT | 2008-01 | $10,000 |
| 10 | Animal Aid Inc | PO BOX 1352, W Townshend, VT 05359-1352 | VT | 2006-01 | $192,030 |
| 11 | Anne Slade Frey Charitable Tr, Swaim Nina Ttee | 140 Main St, Montpelier, VT 05602-2913 | VT | 1992-09 | $8,402 |
| 12 | Another Way Inc | 125 Barre St, Montpelier, VT 05602-3618 | VT | 1992-10 | $500,196 |
| 13 | Antonio B And Rita M Pomerleau Foundation Inc | PO BOX 6, Burlington, VT 05402-0006 | VT | 1998-05 | $600,097 |
| 14 | Apple Tree Children Center Inc | PO BOX 478, Castleton, VT 05735-0478 | VT | 1977-06 | $38,936 |
| 15 | Applegate Housing Inc | 87 Applegate Dr, Bennington, VT 05201-1743 | VT | 2004-01 | $76,446 |
| 16 | Arc Of Northwestern Vt | 142 North Main Street, St Albans, VT 05478 | VT | 1957-09 | $0 |
| 17 | Arch Of The Upper Valley | PO BOX 1034, Norwich, VT 05055-1034 | VT | 2005-09 | $55,090 |
| 18 | Area Resource For Individualized Services Inc | PO BOX 4409, White Riv Jct, VT 05001-4409 | VT | 1997-06 | $71,529,007 |
| 19 | Arlington Area Childcare Inc | 426 E Arlington Rd, Arlington, VT 05250-9070 | VT | 1988-03 | $585,071 |
| 20 | Arlington Community Public Health Nursing Service Inc | PO BOX 62, Arlington, VT 05250-0062 | VT | 1946-06 | $178,453 |
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