Augustus & Kathleen Barrows Memorial And Trust Fund 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
| Augustus & Kathleen Barrows Memorial And Trust Fund | |
| Employer Identification Number (EIN) | 036010364 |
| Name of Organization | Augustus & Kathleen Barrows Memorial And Trust Fund |
| Address | 271 S Union St, Burlington, VT 05401-4513 |
| Activities | Scholarships (other) |
| Subsection | Educational Organization |
| Ruling Date | 05/1940 |
| 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 | $89,719 |
| Amount of Income | $2,798 |
| Form 990 Revenue Amount | $705 |
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 | $9,507 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,002 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $4,505 | |||
| Total expenses and disbursements | $4,861 | $0 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $500 | |||
| Total operating and administrative expenses | $1,261 | $0 | $0 | |
| Contributions, gifts, grants paid | $3,600 | |||
| Excess of revenue over expenses and disbursements | $4,646 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $91,887 | $91,887 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $69,155 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $22,732 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $91,887 | |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| 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 | $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 | Associates In Physical & Occup Therapy Inc Dept Of Phys Ther | PO BOX 629, Saint Albans, VT 05478-0629 | VT | 1983-12 | $205,912 |
| 2 | Association For Core Texts And Courses | 2036 South Rd, Bradford, VT 05033-8802 | VT | 1996-04 | $234,789 |
| 3 | Arc Rutland Area Inc | 128 Merchants Row Ste 302, Rutland, VT 05701-5915 | VT | 1958-12 | $80,411 |
| 4 | Association Of Africans Living In Vermont | PO BOX 5496, Burlington, VT 05402-5496 | VT | 2003-10 | $1,095,038 |
| 5 | Association Of Student Assistance Professionals Of Vermont | Po Box 85, Waterbury, VT 05676 | VT | 2000-09 | $59,856 |
| 6 | Association Of Vermont Credit Unions Inc | 401 Watertower Cir Ste 301, Colchester, VT 05446-1914 | VT | 1994-06 | $728,914 |
| 7 | Association Of Vermont Independent Colleges | PO BOX 254, Montpelier, VT 05601-0254 | VT | 1993-04 | $135,946 |
| 8 | Association Of Vermont Recyclers | 205 Blakley Road No2, Colchester, VT 05446-4032 | VT | 1994-05 | $181,902 |
| 9 | Digital Wish Inc | PO BOX 1072, Manchestr Ctr, VT 05255-1072 | VT | 2008-08 | $1,090,958 |
| 10 | Audi Car Club Of North America, Northeast Vermont Chapter | 1437 River Rd, Stowe, VT 05672-4589 | VT | 2002-06 | $0 |
| 11 | Augustus & Kathleen Barrows Memorial And Trust Fund | 271 S Union St, Burlington, VT 05401-4513 | VT | 1940-05 | $2,798 |
| 12 | Aurora School | 238 Peterson Ter, Middlebury, VT 05753-8869 | VT | 1999-02 | $359,720 |
| 13 | Autism Society Of Vermont | PO BOX 978, White Riv Jct, VT 05001-0978 | VT | 1974-01 | $80,066 |
| 14 | Auxiliary Of Porter Medical Center,Inc | 115 Porter Dr, Middlebury, VT 05753-8423 | VT | 1974-04 | $181,074 |
| 15 | Auxiliary To Northeastern Vermont Regional Hospital Inc | PO BOX 905, St Johsbury, VT 05819-0905 | VT | 1974-10 | $30,010 |
| 16 | Avalon Triumvirate Academy | 1841 Main St, Fairfax, VT 05454-9750 | VT | 2000-12 | $84,376 |
| 17 | Awakening Sanctuary Inc | 1200 North Ave, Burlington, VT 05408-2789 | VT | 1999-02 | $1,511,774 |
| 18 | Azimuth Counseling And Therapeutic Services Inc | 8 Essex Way Ste 101, Essex Jct, VT 05452-3422 | VT | 2007-06 | $197,165 |
| 19 | Barbara Kaufman Charitable Tr Fbo Lucy Mackenzie Humane Society Inc | PO BOX 120, Newport, VT 05855-0120 | VT | 2000-02 | $478,914 |
| 20 | Barbara Williams Scholarship Fund | PO BOX 539, Stowe, VT 05672-0539 | VT | 2001-03 | $90 |
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