Albert J Tidd Trust Ua, Chittenden Bank in Bridgeport, 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
| Albert J Tidd Trust Ua, Chittenden Bank | |
| Employer Identification Number (EIN) | 036042769 |
| Name of Organization | Albert J Tidd Trust Ua |
| Secondary Name | Chittenden Bank |
| In Care of Name | Bellows Falls Trust Co |
| Address | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 |
| 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 | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $648,455 |
| Amount of Income | $410,401 |
| Form 990 Revenue Amount | $42,299 |
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 | $59,312 | $59,293 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $20,944 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $19 | |||
| Other | $38,349 | |||
| Total expenses and disbursements | $46,037 | $8,367 | $0 | $36,426 |
| Compensation of officers, directors, trustees, etc. | $9,179 | |||
| Total operating and administrative expenses | $10,529 | $8,367 | $918 | |
| Contributions, gifts, grants paid | $35,508 | |||
| Excess of revenue over expenses and disbursements | $13,275 | |||
| Net investment income | $50,926 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $619,471 | $699,959 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $90,534 | |
| Investments-corporate stock | $184,287 | |
| Investments-corporate bonds | $20,620 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $309,704 | |
| Other | $14,326 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $619,471 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $38,349 |
| 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 | $1,019 |
| Total credits and payments | $344 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $344 |
| 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 | $675 |
| 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 | $704,820 |
| Net value of noncharitable-use assets | $694,240 |
| Minimum investment return | $34,712 |
| Distributable Amount (for 2012) | |
| Distributable amount | $33,693 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $33,693 |
| 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 Connecticut | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Aids Project New Haven Inc | 1302 Chapel St, New Haven, CT 06511-4515 | CT | 1984-04 | $1,424,212 |
| 2 | Aids Walk New Haven | Po Box 207236, New Haven, CT 06520-7236 | CT | 2008-10 | $0 |
| 3 | Aiken School Pto Inc | 212 King Philip Drive, West Hartford, CT 06117 | CT | 1993-10 | $0 |
| 4 | Aim For A Cure Inc | 14 Pinehurst Place, Middletown, CT 06457 | CT | 2008-06 | $0 |
| 5 | Al Yaqeen Academy | 132 Prospect St, Waterbury, CT 06710-2315 | CT | 2007-07 | $2,147 |
| 6 | Alaska Small Employer Health Reinsurance Association | 100 Great Meadow Rd Ste 704, Wethersfield, CT 06109-2367 | CT | 1999-03 | $29,685 |
| 7 | Albano Ballet Company Of America Inc | 15 Girard Ave, Hartford, CT 06105-2230 | CT | 1974-01 | $197,594 |
| 8 | Albert And Alice Brunalli Foundation, Needham Johanna B Ttee | 55 Belleview Ave, Southington, CT 06489-3731 | CT | 2002-11 | $426,391 |
| 9 | Albert D Phelps Jr Charitable Foundation | 488 Main Avenue, Norwalk, CT 06851-1008 | CT | 1985-08 | $2,500 |
| 10 | Albert House Inc | 119 Grove St, Torrington, CT 06790 | CT | 2006-07 | $28,715 |
| 11 | Albert J Tidd Trust Ua, Chittenden Bank | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 | CT | $410,401 | |
| 12 | Alcohol And Drug Awareness Program Of Weston Inc Adap | PO BOX 1241, Weston, CT 06883-0241 | CT | 1993-05 | $19,416 |
| 13 | Intercommunity Recovery Centers Inc | 111 Founders Plz Ste 1802, East Hartford, CT 06108-8301 | CT | 1973-02 | $10,658,471 |
| 14 | Alcott School Pto | 1490 Woodtick Rd, Wolcott, CT 06716-1538 | CT | 2003-12 | $49,180 |
| 15 | Alder Brook Cemetery Association | Boston Street, Guilford, CT 06437 | CT | 1945-05 | $650,894 |
| 16 | Alderhouse Residential Communities Inc | 62 Washington St, Middletown, CT 06457-2828 | CT | 1995-05 | $107,108 |
| 17 | Aldo Dedominicis Foundation Inc | PO BOX 5366, Hamden, CT 06518-0366 | CT | 1979-09 | $443,854 |
| 18 | Aldrich Free Public Library Assoc | 299 Main St, Moosup, CT 06354-1015 | CT | 1991-03 | $82,501 |
| 19 | Alex Archie Foundation | 366 Laurelwood Ln, Southbury, CT 06488-4660 | CT | 2009-11 | $11,363 |
| 20 | Alex Charitable Tr | 14 Centerview Rd, Woodbridge, CT 06525-1843 | CT | 1999-07 | $744,658 |
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