Taylor Park Tr, Stratevest Group N A Trustee in Brattleboro, 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
| Taylor Park Tr, Stratevest Group N A Trustee | |
| Employer Identification Number (EIN) | 036044826 |
| Name of Organization | Taylor Park Tr |
| Secondary Name | Stratevest Group N A Trustee |
| In Care of Name | Banknorth Group Tax Dept |
| Address | PO BOX 1280, Brattleboro, VT 05302-1280 |
| Activities | Gifts, grants, or loans to other organizations, Erection or maintenance of public building or works |
| Subsection | Charitable Organization |
| Ruling Date | 08/1996 |
| 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 | $51,802 |
| Amount of Income | $6,925 |
| Form 990 Revenue Amount | $3,645 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Philanthropy, Voluntarism, and Grantmaking Foundations (Not Elsewhere Classified) |
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 | $3,935 | $2,612 | $0 | |
| Contributions, gifts, grants, etc., received | $1,323 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,543 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $69 | |||
| Total expenses and disbursements | $2,934 | $509 | $0 | $2,425 |
| Compensation of officers, directors, trustees, etc. | $485 | |||
| Total operating and administrative expenses | $934 | $509 | $425 | |
| Contributions, gifts, grants paid | $2,000 | |||
| Excess of revenue over expenses and disbursements | $1,001 | |||
| Net investment income | $2,103 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $52,897 | $53,525 |
| 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 | $49,528 | |
| Other | $3,369 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $52,897 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $69 |
| 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 | $54,175 |
| Net value of noncharitable-use assets | $53,360 |
| Minimum investment return | $2,668 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,626 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,626 |
| 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 | Sunningdale Charitable Trust | PO BOX 232, Underhill Ctr, VT 05490-0232 | VT | 1980-11 | $482,706 |
| 2 | Sunrise Family Resource Center Inc | 244 Union St, Bennington, VT 05201-2407 | VT | 1969-12 | $1,831,293 |
| 3 | Support For Excellent Education Indorset | 130 School Dr, Dorset, VT 05251-9582 | VT | 2007-04 | $10,000 |
| 4 | Sustainability Institute Inc | PO BOX 1012, Norwich, VT 05055-1012 | VT | 1997-04 | $844,538 |
| 5 | Sustainable Woodstock Inc | PO BOX 611, Woodstock, VT 05091-0611 | VT | 2010-09 | $66,500 |
| 6 | Sylvia M Hayes Tr | PO BOX 120, Newport, VT 05855-0120 | VT | 1995-11 | $87,943 |
| 7 | Synergy Learning International Inc | PO BOX 206, Putney, VT 05346-0206 | VT | 1996-11 | $34,307 |
| 8 | Tai Chi Institute Inc | 100 Church St, Burlington, VT 05401-4408 | VT | 2001-08 | $48,602 |
| 9 | Taiko Aikokai New England Inc | 137 Saratoga Ave, Burlington, VT 05408-1121 | VT | 1997-11 | $62,450 |
| 10 | Applied Mindfulness Training Inc | PO BOX 7, Barnet, VT 05821-0007 | VT | 2007-03 | $9,894 |
| 11 | Taylor Park Tr, Stratevest Group N A Trustee | PO BOX 1280, Brattleboro, VT 05302-1280 | VT | 1996-08 | $6,925 |
| 12 | Terasem Movement Foundation Inc | 1698 W Hill Rd, Lincoln, VT 05443-9759 | VT | 2005-11 | $1,150,950 |
| 13 | The Alexander Lowen Foundation Inc | 1852 Texas Hill Rd, Hinesburg, VT 05461-9559 | VT | 2007-08 | $23,632 |
| 14 | The Andover Community Fund Incorporated | 561 North Hill Road, Andover, VT 05143 | VT | 1991-12 | $27,144 |
| 15 | The Bellwether School And Family Resource Center Inc, Miller Ron | 1186 S Brownell Rd, Williston, VT 05495-7266 | VT | 1996-03 | $460,595 |
| 16 | The Building Trade Corporation | 321 Park Street, Bennington, VT 05201 | VT | 1990-10 | $100,081 |
| 17 | The Character & Heritage Institute | 1496 Main St, Saint Johnsbury, VT 05819-1800 | VT | 2001-02 | $18,538 |
| 18 | The Child Care Center In Norwich Inc | PO BOX 69, Norwich, VT 05055-0069 | VT | 1971-10 | $780,896 |
| 19 | The Circus Barn Incorporated, Circus Smirkus | 1 Circus Rd, Greensboro, VT 05841-8166 | VT | 1974-03 | $2,930,838 |
| 20 | The Cue Fund Inc | Po Box 804, Brattleboro, VT 05302 | VT | 1984-09 | $0 |
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