Adelaide C Godfrey Tr Uw Fbo Coe Memorial Park in Torrington, Connecticut (CT)
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 Connecticut
| Adelaide C Godfrey Tr Uw Fbo Coe Memorial Park | |
| Employer Identification Number (EIN) | 066090628 |
| Name of Organization | Adelaide C Godfrey Tr Uw Fbo Coe Memorial Park |
| In Care of Name | Torrington Savings Bank |
| Address | PO BOX 478, Torrington, CT 06790-0478 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 08/1973 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,747,348 |
| Amount of Income | $544,232 |
| Form 990 Revenue Amount | $138,164 |
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 | $146,601 | $146,601 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $120,305 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $34 | |||
| Other | $26,262 | |||
| Total expenses and disbursements | $267,938 | $16,060 | $0 | $251,383 |
| Compensation of officers, directors, trustees, etc. | $23,090 | |||
| Total operating and administrative expenses | $26,341 | $16,060 | $9,786 | |
| Contributions, gifts, grants paid | $241,597 | |||
| Excess of revenue over expenses and disbursements | $-121,337 | |||
| Net investment income | $130,541 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,861,434 | $4,578,606 |
| Cash - non-interest-bearing | $478 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $3,860,956 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,861,434 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $26,262 |
| 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 | $1,305 |
| Total credits and payments | $2,440 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,440 |
| 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 | $1,135 |
| Amount to be credited to 2013 estimated tax | $1,135 |
| 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? | Yes |
| 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 | $4,627,548 |
| Net value of noncharitable-use assets | $4,558,140 |
| Minimum investment return | $227,907 |
| Distributable Amount (for 2012) | |
| Distributable amount | $226,602 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $226,602 |
| 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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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Act Ii Thrift Shop Inc | 170 Boston Post Road, Madison, CT 06443-2165 | CT | 2008-06 | $138,525 |
| 2 | Action For Bridgeport Community Development Inc, Abcd Inc | 1070 Park Ave, Bridgeport, CT 06604-3400 | CT | 1970-01 | $29,423,313 |
| 3 | Action Wildlife Foundation Inc | 43 Norfolk St, Torrington, CT 06790-4825 | CT | 1995-10 | $238,455 |
| 4 | Activities For Kids Inc | 35 Crescent St, Stamford, CT 06906-1815 | CT | 1985-01 | $343,153 |
| 5 | Acts 4 Ministry Inc | 1713 Thomaston Ave, Waterbury, CT 06704-1042 | CT | 2006-03 | $147,853 |
| 6 | Acts Ministries International Inc | 19 Childs St, New Britain, CT 06051 | CT | 2008-10 | $23,556 |
| 7 | Adam Miller Dance Project Inc | 94 Huntington St 3rd Flr, Hartford, CT 06105-1651 | CT | 2004-08 | $46,963 |
| 8 | Adams World Foundation For Dyslexic Children | 66-7 Elys Ferry Rd, Lyme, CT 06371-3447 | CT | 1999-01 | $15,000 |
| 9 | Add Student Leadership Inc | 30 Beachside Ave, Westport, CT 06880-6207 | CT | 2007-03 | $0 |
| 10 | Adding Love & Support Inc | 7 Covlee Dr, Westport, CT 06880 | CT | 2006-10 | $0 |
| 11 | Adelaide C Godfrey Tr Uw Fbo Coe Memorial Park | PO BOX 478, Torrington, CT 06790-0478 | CT | 1973-08 | $544,232 |
| 12 | Adelman Family Foundation Inc | 562 Baldwin Ave, Meriden, CT 06450-3595 | CT | 2001-03 | $4,087 |
| 13 | American Federation Of Teachers, A & R Cope | 805 Brook Street, Rocky Hill, CT 06067-3431 | CT | 1945-02 | $23,400 |
| 14 | Administrative Maintenance Fund National Electrical Contractors, Connecticut Chapter | 101 Centerpoint Drive Ste 108, Middletown, CT 06457 | CT | 1998-10 | $350,675 |
| 15 | Adolf And Virginia Dehn Foundation | 9 Edmund Pl, West Hartford, CT 06119-1353 | CT | 2005-03 | $45,931 |
| 16 | Adolph R Czepiel Memorial Fund, Czepiel Janet Ttee | PO BOX 820, Southington, CT 06489-0820 | CT | 2000-12 | $352,591 |
| 17 | Adopt A Dog Inc | 849 Lake Ave, Greenwich, CT 06831-3019 | CT | 1982-01 | $981,308 |
| 18 | Adoption Foundation At Fca | 9 Mott Ave, Norwalk, CT 06850-3330 | CT | 2006-06 | $117,306 |
| 19 | Adoption Resource Center Of Connecticut Inc | 2389 Main Street, Glastonbury, CT 06033 | CT | 1999-02 | $500 |
| 20 | Adrian Retiree Health Benefits Tr | 425 Post Road, Fairfield, CT 06824-6232 | CT | 2008-09 | $986,974 |
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