Columbus Smith Estate Trust Inc in Salisbury, 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
| Columbus Smith Estate Trust Inc | |
| Employer Identification Number (EIN) | 030186171 |
| Name of Organization | Columbus Smith Estate Trust Inc |
| In Care of Name | John Egner |
| Address | 1177 Shard Villa Rd, Salisbury, VT 05769-9588 |
| Activities | Housing for the aged (see also 153) |
| Subsection | Charitable Organization |
| Ruling Date | 06/1940 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $897,097 |
| Amount of Income | $848,134 |
| Form 990 Revenue Amount | $777,250 |
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 | $782,714 | $210 | $729,075 | |
| Contributions, gifts, grants, etc., received | $53,506 | |||
| Interest on savings and temporary cash investments | $343 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $728,865 | |||
| Total expenses and disbursements | $693,151 | $0 | $693,151 | $693,151 |
| Compensation of officers, directors, trustees, etc. | $62,267 | |||
| Total operating and administrative expenses | $693,151 | $0 | $693,151 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $89,563 | |||
| Net investment income | $210 | |||
| Adjusted net income | $35,924 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $824,271 | $824,271 |
| Cash - non-interest-bearing | $44,661 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $779,610 | |
| Total liabilities | $5,068 | |
| Mortgages and other notes payable | $0 | |
| Other | $5,068 | |
| Total liabilities and net assets/fund balances | $819,203 | |
| 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 | $2 |
| Total credits and payments | $180 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $180 |
| 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 |
| Tax due | $0 |
| Overpayment | $178 |
| Amount to be credited to 2013 estimated tax | $176 |
| 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 | $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 | $1 | $0 | $0 | $0 | $1 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| 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 | Colchester Community Development Corporation | 382 Hercules Dr Suite 6, Colchester, VT 05446 | VT | 1986-05 | $0 |
| 2 | Colchester Football Boosters Association Incorporated | PO BOX 618, Colchester, VT 05446-0618 | VT | 2002-07 | $54,500 |
| 3 | Colchester Historical Society C/O Gerald Sweeney, Colchester Historical Society | 245 Bluebird Dr, Colchester, VT 05446 | VT | 1991-03 | $0 |
| 4 | Colchester Hockey Boosters Assoc Inc | PO BOX 451, Colchester, VT 05446-0451 | VT | 1981-06 | $68,040 |
| 5 | Colchester Youth Baseball League Inc | 234 Edgewood Dr, Colchester, VT 05446-5905 | VT | 1987-04 | $46,330 |
| 6 | Veterans Education & Research Assoc Of Northern New England Inc | PO BOX 4655, White Riv Jct, VT 05001-4655 | VT | 1991-06 | $821,742 |
| 7 | Collaborative Solutions Corp | PO BOX 647, Montpelier, VT 05601-0647 | VT | 2007-12 | $7,437,327 |
| 8 | College Insurance Company | 100 Bank St Ste 610, Burlington, VT 05401-4946 | VT | 2006-07 | $38,940,762 |
| 9 | College Of St Joseph | 71 Clement Rd, Rutland, VT 05701-3815 | VT | 1973-01 | $6,670,572 |
| 10 | Collins-Perley Sport Center Inc | 890 Fairfax Rd, St Albans, VT 05478-1888 | VT | 1997-09 | $733,756 |
| 11 | Columbus Smith Estate Trust Inc | 1177 Shard Villa Rd, Salisbury, VT 05769-9588 | VT | 1940-06 | $848,134 |
| 12 | Commission On Women Education And Research Inc | 126 State Street, Montpelier, VT 05602 | VT | 2002-11 | $0 |
| 13 | Committee On Temporary Shelter | PO BOX 1616, Burlington, VT 05402-1616 | VT | 1984-12 | $4,326,242 |
| 14 | Common Ground Center Inc | 473 Tatro Rd, Starksboro, VT 05487-4404 | VT | 1996-12 | $618,136 |
| 15 | Commons Group Ltd | 609 Common Rd, Waitsfield, VT 05673-7182 | VT | 2002-02 | $54,238 |
| 16 | Communities Committee | Po Box 296, Waterbury Center, VT 05677 | VT | 2003-06 | $0 |
| 17 | Community Action Brattleboro Area Inc | Po Box 733, Brattleboro, VT 05301 | VT | 1975-03 | $70,529 |
| 18 | Community Action Service Team Inc | 57 S Main St Ste 3, Waterbury, VT 05676-1557 | VT | 2008-12 | $226,571 |
| 19 | Community Capital Of Vermont Inc | PO BOX 342, Barre, VT 05641-0342 | VT | 2002-09 | $369,196 |
| 20 | Community Food Cupboard Inc, Meg Costanzo | PO BOX 864, Manchestr Ctr, VT 05255-0864 | VT | 1993-07 | $163,332 |
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