Anthony Trust Association in New Haven, 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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Other organizations in Connecticut
| Anthony Trust Association | |
| Employer Identification Number (EIN) | 060245162 |
| Name of Organization | Anthony Trust Association |
| In Care of Name | Marcum Llp |
| Address | 555 Long Wharf Dr Fl 12, New Haven, CT 06511-6104 |
| Activities | Other housing activities |
| Subsection | Charitable Organization |
| Ruling Date | 12/1942 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2014 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $8,569,998 |
| Amount of Income | $253,404 |
| Form 990 Revenue Amount | $637,225 |
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 | $527,655 | $351,198 | $160,996 | |
| Contributions, gifts, grants, etc., received | $176,457 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $160,996 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $190,202 | |||
| Total expenses and disbursements | $395,712 | $55,591 | $55,591 | $241,221 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $388,212 | $55,591 | $233,721 | |
| Contributions, gifts, grants paid | $7,500 | |||
| Excess of revenue over expenses and disbursements | $131,943 | |||
| Net investment income | $295,607 | |||
| Adjusted net income | $105,405 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $7,371,257 | $7,371,257 |
| Cash - non-interest-bearing | $38,815 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $3,897,538 | |
| Investments-corporate bonds | $1,143,832 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $2,291,072 | |
| Total liabilities | $10,454 | |
| Mortgages and other notes payable | $0 | |
| Other | $10,454 | |
| Total liabilities and net assets/fund balances | $7,360,803 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $190,202 |
| 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 | $5,912 |
| Total credits and payments | $4,240 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $4,240 |
| 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 | $1,672 |
| 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? | Yes |
| 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 | $5,519,533 |
| Net value of noncharitable-use assets | $5,436,740 |
| Minimum investment return | $271,837 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | $105,405 | $269,893 | $262,532 | $113,915 | $751,745 |
| Qualifying distributions made directly for active conduct of exempt activities | $241,221 | $376,296 | $336,878 | $233,894 | $1,188,289 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $181,225 | $179,929 | $175,021 | $172,259 | $708,434 |
| 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 |
| Unrelated Trade or Business Income (for 2009) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $-81,151 | $0 | $-8,115 |
| Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
| Cost of goods sold | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 |
| Capital gain net income | $0 | $0 | $0 |
| Net gain | $0 | $0 | $0 |
| Capital loss deduction for trusts | $0 | $0 | $0 |
| Income (loss) from partnerships and S corporations | $-8,115 | $0 | $-8,115 |
| Rent income | $0 | $0 | $0 |
| Unrelated debt-financed income | $0 | $0 | $0 |
| Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
| Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
| Exploited exempt activity income | $0 | $0 | $0 |
| Advertising income | $0 | $0 | $0 |
| Other income | $0 | $0 | $0 |
| Deductions Not Taken Elsewhere (for 2009) | |
| Total deductions | $0 |
| Compensation of officers, directors, and trustees | $0 |
| Salaries and wages | $0 |
| Repairs and maintenance | $0 |
| Bad debts | $0 |
| Interest | $0 |
| Taxes and licenses | $0 |
| Charitable contributions | $0 |
| Depreciation | $0 |
| Depletion | $0 |
| Contributions to deferred compensation plans | $0 |
| Employee benefit programs | $0 |
| Excess exempt expenses | $0 |
| Excess readership costs | $0 |
| Other deductions | $0 |
| Unrelated business taxable income | $-8,115 |
| Unrelated business taxable income before net operating loss deduction | $-8,115 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $-8,115 |
| Specific deduction | $1,000 |
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| Other organizations in Connecticut | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | United Union Of Roofers Water Proofers Health & Welfare Fund | PO BOX 5817, Wallingford, CT 06492-7617 | CT | 1993-05 | $1,767,022 |
| 2 | Welfare Benefit Trust For Former Uniroyal Employees | 70 Great Hill Rd, Naugatuck, CT 06770-2224 | CT | 1995-09 | $454,909 |
| 3 | William Carter Medical Care Trust | Shelton, CT 06484 | CT | $8,453,225 | |
| 4 | Xerox Long Term Disability Income Plan | PO BOX 4505, Norwalk, CT 06856-4505 | CT | 1979-01 | $8,316,186 |
| 5 | Yale University Retiree Health Benefits Coverage Tr | PO BOX 208239, New Haven, CT 06520-8239 | CT | 1997-07 | $376,293,626 |
| 6 | Westport Police Benevolent Association Inc | 50 Jesup Rd, Westport, CT 06880-4309 | CT | 1971-04 | $325,873 |
| 7 | American Clock & Watch Museum Inc | 100 Maple St, Bristol, CT 06010-5034 | CT | 1954-03 | $480,120 |
| 8 | American Radio Relay League Inc | 225 Main St, Newington, CT 06111-1400 | CT | 1931-12 | $21,213,417 |
| 9 | American Savings Foundation Inc | 185 Main Street, New Britain, CT 06051-2296 | CT | 2005-05 | $7,198,813 |
| 10 | Amistad America Inc | 746 Chapel St Ste 300, New Haven, CT 06510-3102 | CT | 1998-08 | $1,290,674 |
| 11 | Anthony Trust Association | 555 Long Wharf Dr Fl 12, New Haven, CT 06511-6104 | CT | 1942-12 | $253,404 |
| 12 | Arc Of Meriden-Wallingford Inc | 200 Research Pkwy, Meriden, CT 06450-7171 | CT | 1958-11 | $9,933,479 |
| 13 | Arc Of Quinebaug Valley Inc | 687 Cook Hill Rd, Danielson, CT 06239-1527 | CT | 1971-03 | $4,746,031 |
| 14 | Arts Council Of Greater New Haven Inc | 70 Audubon Street, New Haven, CT 06510-1248 | CT | 1966-08 | $742,264 |
| 15 | Backus Corporation | 326 Washington St, Norwich, CT 06360-2740 | CT | 1984-02 | $56,048 |
| 16 | Belltown Fire Department Inc | 8 Dorlen Rd, Stamford, CT 06905-3631 | CT | 1995-06 | $251,162 |
| 17 | Boehm Family Foundation Inc | 17 Wallacks Ln, Stamford, CT 06902-7126 | CT | 2004-11 | $19,300 |
| 18 | Boy Scouts Of America, 72 Connecticut Yankee Council | 60 Wellington Rd, Milford, CT 06461-1677 | CT | 1965-11 | $8,583,515 |
| 19 | Branford Electric Railway Assoc Inc | 17 River St, East Haven, CT 06512-2519 | CT | 1955-09 | $1,658,428 |
| 20 | Bristol Community Organization Inc | 55 South St, Bristol, CT 06010-6524 | CT | 1981-05 | $4,720,158 |
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