Arnold F Baggins Foundation Inc in New Canaan, 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
Arnold F Baggins Foundation Inc | |
Employer Identification Number (EIN) | 061385734 |
Name of Organization | Arnold F Baggins Foundation Inc |
In Care of Name | Robert D Kennedy |
Address | 2061 Ponus Rdg, New Canaan, CT 06840-2527 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 09/1994 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $1,000,000 to $4,999,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $3,417,480 |
Amount of Income | $127,668 |
Form 990 Revenue Amount | $198,259 |
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 | $169,963 | $169,963 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $74,518 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $95,445 | |||
Total expenses and disbursements | $220,373 | $22,396 | $0 | $195,344 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $25,673 | $22,396 | $644 | |
Contributions, gifts, grants paid | $194,700 | |||
Excess of revenue over expenses and disbursements | $-50,410 | |||
Net investment income | $147,567 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $3,498,860 | $3,805,731 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $591,586 | |
Investments-corporate stock | $235,338 | |
Investments-corporate bonds | $300,674 | |
Investments-mortgage loans | $0 | |
Investments-other | $2,272,849 | |
Other | $98,413 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $3,498,860 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $95,445 |
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 | $2,951 |
Total credits and payments | $3,464 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,464 |
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 | $513 |
Amount to be credited to 2013 estimated tax | $513 |
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 | $3,835,008 |
Net value of noncharitable-use assets | $3,777,480 |
Minimum investment return | $188,874 |
Distributable Amount (for 2012) | |
Distributable amount | $185,923 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $185,923 |
Undistributed income for 2012. This amount must be distributed in 2013 | $184,243 |
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 | Area 11 Connecticut General Service Committee Of Alcoholics Anonymous | 112 E Main St, Meriden, CT 06450-5604 | CT | 2005-01 | $134,267 |
2 | Area Congregations Together Inc | 30 Todd Rd, Shelton, CT 06484-5342 | CT | 1987-06 | $757,641 |
3 | Arias-Us Inc | 1921 Boston Post Road No 211, Westbrook, CT 06498-2171 | CT | 2000-01 | $1,124,645 |
4 | Arica Institute Inc | PO BOX 645, Kent, CT 06757-0645 | CT | 1991-09 | $758,587 |
5 | Army Aviation Association Of America Inc | 593 Main Street, Monroe, CT 06468 | CT | 1967-02 | $49,599 |
6 | Army Aviation Association Of America Inc, Connecticut Chapter | 593 Main Street, Monroe, CT 06468 | CT | 1967-02 | $21,964 |
7 | Army Aviation Association Of America Inc, Tennessee Valley Chapter | 593 Main St, Monroe, CT 06468-2806 | CT | 1960-05 | $239,598 |
8 | Army Aviation Association Of America Inc, Washington-Potomac Chapter | 593 Main St, Monroe, CT 06468-2806 | CT | 1967-02 | $53,583 |
9 | Army Of Mary Inc | 45 Chippenwood Ln, Bristol, CT 06010-8533 | CT | 1986-03 | $18,293 |
10 | Arnold And Rhoda Steiger Charitable Foundation, Steiger Arnold Ttee | 711 Silvermine Rd, New Canaan, CT 06840-4329 | CT | 1999-10 | $38,634 |
11 | Arnold F Baggins Foundation Inc | 2061 Ponus Rdg, New Canaan, CT 06840-2527 | CT | 1994-09 | $127,668 |
12 | Arnold M Albero Memorial Fund | 60 Wedgewood Dr, Danbury, CT 06811-2845 | CT | 1994-04 | $3,100 |
13 | Aronson Family Foundation, Berinstein Henry Ttee | 15 Westfair Dr, Westport, CT 06880-4161 | CT | 1993-03 | $743,131 |
14 | Arora Foundation Inc | 56 Rockwood Ln, Greenwich, CT 06830-3845 | CT | 2007-03 | $680,121 |
15 | Arrl Foundation Inc | 225 Main St, Newington, CT 06111-1400 | CT | 1973-12 | $1,460,429 |
16 | Art League Of New Britain | 30 Cedar Street, New Britain, CT 06052 | CT | 1944-05 | $0 |
17 | Art Spirit Foundation Inc | 281 Pequot Ave, Southport, CT 06890-1360 | CT | 2000-06 | $27,300 |
18 | Arte Inc | 19 Grand Ave, New Haven, CT 06513-3905 | CT | 2004-05 | $135,089 |
19 | Artfarm | 119 Highland Ave, Middletown, CT 06457-4118 | CT | 2007-05 | $127,545 |
20 | Artforce Bridgeport Inc | 297 West Ave, Norwalk, CT 06850-4002 | CT | 1995-09 | $125,880 |
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