Walter H Hayes Sr Foundation in Rutland, 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
| Walter H Hayes Sr Foundation | |
| Employer Identification Number (EIN) | 030284264 |
| Name of Organization | Walter H Hayes Sr Foundation |
| In Care of Name | Carl Buffum |
| Address | PO BOX 1257, Rutland, VT 05701-1257 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Organization | Association |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $444,702 |
| Amount of Income | $380,912 |
| Form 990 Revenue Amount | $27,188 |
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 | $21,731 | $21,731 | $306 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $12,658 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $10 | |||
| Other | $9,063 | |||
| Total expenses and disbursements | $29,995 | $10,649 | $0 | $19,241 |
| Compensation of officers, directors, trustees, etc. | $1,300 | |||
| Total operating and administrative expenses | $10,978 | $10,649 | $224 | |
| Contributions, gifts, grants paid | $19,017 | |||
| Excess of revenue over expenses and disbursements | $-8,264 | |||
| Net investment income | $11,082 | |||
| Adjusted net income | $306 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $390,245 | $485,232 |
| Cash - non-interest-bearing | $6,421 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $375,832 | |
| Other | $7,992 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $390,245 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $9,063 |
| 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 | $222 |
| Total credits and payments | $177 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $177 |
| 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 | $45 |
| 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 | $473,762 |
| Net value of noncharitable-use assets | $466,660 |
| Minimum investment return | $23,333 |
| Distributable Amount (for 2012) | |
| Distributable amount | $23,417 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $23,417 |
| 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 | Visiting Nurse Association Of Chittenden And Grand Isle Counties | 1110 Prim Rd, Colchester, VT 05446-6403 | VT | 1936-07 | $31,932,271 |
| 2 | Voices For Vermonts Children Inc | PO BOX 261, Montpelier, VT 05601-0261 | VT | 1986-09 | $601,357 |
| 3 | Volunteers In Medicine Institute Inc | 162 St Paul Street, Burlington, VT 05401-4634 | VT | 1996-10 | $242,162 |
| 4 | Vsa Vermont Inc | 20 W Canal St Ste C8, Winooski, VT 05404-2147 | VT | 1994-02 | $397,626 |
| 5 | Vsc Foundation Inc | PO BOX 493, Montpelier, VT 05601-0493 | VT | 2006-11 | $34,053 |
| 6 | Vscpa Educational Foundation | 100 State St Ste 500, Montpelier, VT 05602-2881 | VT | 1991-01 | $156,908 |
| 7 | Vt-Hec Inc, Vt Higher Education Collaborative | PO BOX 285, Montpelier, VT 05601-0285 | VT | 2011-04 | $832,258 |
| 8 | Waitsfield Elementary Pta | 3951 Main St, Waitsfield, VT 05673-6037 | VT | 2003-10 | $190,818 |
| 9 | Wake Robin Residents Association Incorporated | 200 Wake Robin Dr, Shelburne, VT 05482-7569 | VT | 1994-02 | $53,241 |
| 10 | Wallingford Rescue Inc | PO BOX 246, Wallingford, VT 05773-0246 | VT | 1983-08 | $74,375 |
| 11 | Walter H Hayes Sr Foundation | PO BOX 1257, Rutland, VT 05701-1257 | VT | $380,912 | |
| 12 | War Legacies Project Inc | 144 Lower Bartonsville Rd, Chester, VT 05143-8792 | VT | 2009-01 | $94,308 |
| 13 | Warner Home For Little Wanderers Trustees | 163 North Main Street, St Albans, VT 05478-1974 | VT | 1978-12 | $251,535 |
| 14 | Washington County Community Housing Project I | PO BOX 647, Montpelier, VT 05601-0647 | VT | 1993-11 | $114,745 |
| 15 | Washington County Diversion Program Inc | 322 N Main St Ste 5, Barre, VT 05641-4110 | VT | 1982-10 | $264,045 |
| 16 | Washington County Family Center | 383 Sherwood Dr, Montpelier, VT 05602-8215 | VT | 1986-02 | $2,518,472 |
| 17 | Washington County Mental Health Services Inc | PO BOX 647, Montpelier, VT 05601-0647 | VT | 1968-01 | $43,159,391 |
| 18 | Washington County Youth Service Bureau And Boys & Girls Club | PO BOX 6, Montpelier, VT 05601-0006 | VT | 1976-12 | $6,131,800 |
| 19 | Watch Them Grow Childcare Center | 36 Oxbow Dr, Bradford, VT 05033-9037 | VT | 2006-10 | $280,350 |
| 20 | Waterbury Ambulance Service Inc | PO BOX 95, Waterbury Ctr, VT 05677-0095 | VT | 1985-10 | $273,215 |
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