Charlie Burchard Memorial Trust, Burchard Daniel L Ttee 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
| Charlie Burchard Memorial Trust, Burchard Daniel L Ttee | |
| Employer Identification Number (EIN) | 036048114 |
| Name of Organization | Charlie Burchard Memorial Trust |
| Secondary Name | Burchard Daniel L Ttee |
| Address | PO BOX 638, Burlington, VT 05402-0638 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| 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 | $81,121 |
| Amount of Income | $4,241 |
| Form 990 Revenue Amount | $1,526 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $1,668 | $2,076 | $1,313 | |
| Contributions, gifts, grants, etc., received | $428 | |||
| Interest on savings and temporary cash investments | $223 | |||
| Dividends and interest from securities | $1,017 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $3,636 | $0 | $0 | $3,600 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $36 | $0 | $36 | |
| Contributions, gifts, grants paid | $3,600 | |||
| Excess of revenue over expenses and disbursements | $-1,968 | |||
| Net investment income | $2,076 | |||
| Adjusted net income | $1,313 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $70,560 | $70,560 |
| 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 | $0 | |
| Other | $70,560 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $70,560 | |
| 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 | $42 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $42 |
| 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 | $70,784 |
| Net value of noncharitable-use assets | $69,720 |
| Minimum investment return | $3,486 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,444 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,444 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $2,410 |
| 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 | Champlain Valley Quilt Guild Inc | 878 Mill Pond Road, Colchester, VT 05446 | VT | 2001-04 | $0 |
| 2 | Champlain Valley Skating Club Inc | PO BOX 3212, Burlington, VT 05408-3212 | VT | 1995-12 | $85,412 |
| 3 | Chandler Center For The Arts Inc | 71 N Main St # 73, Randolph, VT 05060-1105 | VT | 1978-03 | $860,281 |
| 4 | Change The World Kids Inc | 1046 Atwood Ln, Woodstock, VT 05091-9664 | VT | 2004-05 | $93,794 |
| 5 | Charitable Fund Of The Rotary Club Of Colchester Milton Inc | Po Box 82, Colchester, VT 05446 | VT | 2006-09 | $0 |
| 6 | Charles And Ray Eames House Preservation Foundation Inc | PO BOX 452, Barre, VT 05641-0452 | VT | 2004-01 | $515,862 |
| 7 | Charles Cooper Industrial School | PO BOX 476, Arlington, VT 05250-0476 | VT | 1953-06 | $635,488 |
| 8 | Charles P Ferro Foundation | C/O Bonnie Ferro 88 Sunset Cliff, Burlington, VT 05408 | VT | 1995-03 | $1,437,170 |
| 9 | Charles River Insurance Company | 40 Main St Ste 500, Burlington, VT 05401-8440 | VT | 2005-12 | $0 |
| 10 | Charleston Volunteer Fire Dept Inc | 21 E Echo Lake Rd, W Charleston, VT 05872-9534 | VT | 2004-08 | $67,956 |
| 11 | Charlie Burchard Memorial Trust, Burchard Daniel L Ttee | PO BOX 638, Burlington, VT 05402-0638 | VT | $4,241 | |
| 12 | Charlotte Day Care Center Inc, Charlotte Childrens Center | PO BOX 143, Charlotte, VT 05445-0143 | VT | 1989-06 | $616,549 |
| 13 | Charlotte Land Trust Inc | Po Box 43, Charlotte, VT 05445 | VT | 1996-01 | $55,639 |
| 14 | Charlotte News Inc | PO BOX 251, Charlotte, VT 05445-0251 | VT | 2006-07 | $108,434 |
| 15 | Charlotte Parent Teachers Association | PO BOX 244, Charlotte, VT 05445-0244 | VT | 1951-09 | $39,945 |
| 16 | Charlotte Quinlan Schoolhouse Corporation | PO BOX 119, Charlotte, VT 05445-0119 | VT | 1999-06 | $1,488 |
| 17 | Chelsea Area Senior Citizens Center | PO BOX 44, Chelsea, VT 05038-0044 | VT | 1978-03 | $57,518 |
| 18 | Chelsea Health Center Inc | PO BOX 92, Chelsea, VT 05038-0092 | VT | 1954-11 | $97,395 |
| 19 | Cheshire Project | 950 Zeno Rd, Lincoln, VT 05443-9107 | VT | 2005-04 | $452,857 |
| 20 | Chiefs Of Police Association Of Vermont | Po Box 9494, South Burlington, VT 05407 | VT | 1978-07 | $74,437 |
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