Alice S Barton Tr, Kevin Mccann Ttee in Vernon, 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
| Alice S Barton Tr, Kevin Mccann Ttee | |
| Employer Identification Number (EIN) | 066250029 |
| Name of Organization | Alice S Barton Tr |
| Secondary Name | Kevin Mccann Ttee |
| In Care of Name | Hinckley Allen Snyder Llp |
| Address | 45 Hartford Turnpike, Vernon, CT 06066-5274 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1990 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $260,563 |
| Amount of Income | $26,961 |
| Form 990 Revenue Amount | $57,324 |
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 | $18,345 | $18,345 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $280 | |||
| Dividends and interest from securities | $7,547 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $10,518 | |||
| Total expenses and disbursements | $22,642 | $6,197 | $0 | $16,446 |
| Compensation of officers, directors, trustees, etc. | $8,766 | |||
| Total operating and administrative expenses | $10,642 | $6,197 | $4,446 | |
| Contributions, gifts, grants paid | $12,000 | |||
| Excess of revenue over expenses and disbursements | $-4,297 | |||
| Net investment income | $12,148 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $248,561 | $330,510 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $226,443 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $22,118 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $248,561 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $10,518 |
| 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 | $243 |
| Total credits and payments | $1,044 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,044 |
| 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 | $801 |
| Amount to be credited to 2013 estimated tax | $250 |
| 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 | $317,746 |
| Net value of noncharitable-use assets | $312,980 |
| Minimum investment return | $15,649 |
| Distributable Amount (for 2012) | |
| Distributable amount | $15,406 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $15,406 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $282 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
New Direction Ministries in Bridgeport, CT
  |
|
Newcomers Club Of Danbury New Fairfield Conn Inc in Danbury, CT
|
| David And Sherry Cordani Family Foundation in West Hartford, CT |
|
Ccns Development Program Inc in Middletown, CT
|
|
Laura Norton Fund, Gelfenbien Roger A Ttee in Hartford, CT
|
Connecticut Renaissance Inc in Bridgeport, CT
 |
|
Christ Chapel Of The Christian And Missionary Alliance in Madison, CT
|
| Friends Helping Children Foundation Charitable Tr, Turina Tony Ttee in Torrington, CT |
|
Vicki Soto Memorial Fund in Southport, CT
|
|
Veterans Rowing & Kayaking Inc in Trumbull, CT
|
| Other organizations in Connecticut | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Alexander A Goldfarb Trust, Kinsella James Etal Ttee | PO BOX 4137, Hartford, CT 06147-4137 | CT | 1988-06 | $202 |
| 2 | Alexander And Amy Tishman Foundation Inc | 143 Hoyt St Apt 5e, Stamford, CT 06905-5744 | CT | 1962-08 | $58,714 |
| 3 | Alexander Family Foundation Inc | 777 Summer St Ste 503, Stamford, CT 06901-1022 | CT | 1963-07 | $41,668 |
| 4 | Alexander Franklin Charitable Foundation | 37 Crosswood Rd, Farmington, CT 06032-1067 | CT | 1999-09 | $28,283 |
| 5 | Alexander Host Foundation Inc | 35 Mason Street, Greenwich, CT 06830-5433 | CT | 1985-12 | $140,733 |
| 6 | Alexander M And Catherine M Wright Tr, Betts James T Ttee | 1 Constitution Plz, Hartford, CT 06103-1803 | CT | 2002-06 | $177,729 |
| 7 | Alexion Complement Foundation | 352 Knotter Dr, Cheshire, CT 06410-1138 | CT | 2008-12 | $1,277,999 |
| 8 | Alexis Hill Montessori School Inc | 330 Grand Ave, New Haven, CT 06513 | CT | 2006-09 | $81,140 |
| 9 | Alfa Foundation, Fayed Ali Et Al Ttees | 240 Greenwich Ave Flr 3, Greenwich, CT 06830-6507 | CT | 2001-01 | $20,607,341 |
| 10 | Alianca Brasileira Dos Estados Unidos Hartford Inc | 2074 Park Street 2nd Floor, Hartford, CT 06106 | CT | 2007-03 | $29,931 |
| 11 | Alice S Barton Tr, Kevin Mccann Ttee | 45 Hartford Turnpike, Vernon, CT 06066-5274 | CT | 1990-03 | $26,961 |
| 12 | Aligned Thinking Charitable Institute Inc | 14 Kyndenwood Dr Ste 100, Brookfield, CT 06804 | CT | 2002-11 | $1,470 |
| 13 | Alix W Stanley Charitable Foundation | 29 Russell St, New Britain, CT 06052-1312 | CT | 1944-08 | $4,834,116 |
| 14 | All Aboard Inc | PO BOX 1988, Hartford, CT 06144-1988 | CT | 1998-10 | $20,233 |
| 15 | All Our Kin Inc | 414 A Chapel Street Suite 100, New Haven, CT 06511 | CT | 1999-07 | $1,739,744 |
| 16 | All People Community Outreach Ministries Apcom | 231 Julia Terrace, Middletown, CT 06457 | CT | 2002-02 | $52,063 |
| 17 | All Saints Cemetery Association Incorporated | 203 Spring Lake Rd, Waterbury, CT 06706-2737 | CT | 1966-03 | $132,808 |
| 18 | Allan Kardec Spiritist Center Of Danbury Inc | 1 Padanaram Rd - Peacock Alley 143, Danbury, CT 06811 | CT | 2006-02 | $0 |
| 19 | Allan Louis Loeb Foundation Fob Of Wildlife & Domestic Animals Inc | 20 Sconset Ln, Guilford, CT 06437-1899 | CT | 2003-10 | $164,360 |
| 20 | Alliance For Cancer Gene Therapy Inc | 96 Cummings Point Rd, Stamford, CT 06902-7912 | CT | 2001-07 | $1,324,223 |
Organization representatives - add corrected or new information about Alice S Barton Tr, Kevin Mccann Ttee »
Non-representatives - add comments about Alice S Barton Tr, Kevin Mccann Ttee»