Arthur H Scott Memorial Voluntary Tr Ua 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
| Arthur H Scott Memorial Voluntary Tr Ua | |
| Employer Identification Number (EIN) | 036047004 |
| Name of Organization | Arthur H Scott Memorial Voluntary Tr Ua |
| In Care of Name | Chittenden Tr Ttee |
| Address | 850 Main St 13th Fl, Bridgeport, CT 06604-4917 |
| Activities | "Unspecified" |
| Subsection | Charitable Organization |
| Ruling Date | 07/1991 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| 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 | $1,191,498 |
| Amount of Income | $513,157 |
| Form 990 Revenue Amount | $67,344 |
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 | $92,977 | $92,774 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $28,759 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $203 | |||
| Other | $64,015 | |||
| Total expenses and disbursements | $81,043 | $13,683 | $0 | $65,904 |
| Compensation of officers, directors, trustees, etc. | $14,998 | |||
| Total operating and administrative expenses | $16,639 | $13,683 | $1,500 | |
| Contributions, gifts, grants paid | $64,404 | |||
| Excess of revenue over expenses and disbursements | $11,934 | |||
| Net investment income | $79,091 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,136,261 | $1,286,854 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $699,370 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $413,492 | |
| Other | $23,399 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,136,261 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $64,015 |
| 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 | $791 |
| Total credits and payments | $556 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $556 |
| 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 | $235 |
| 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 | $1,288,818 |
| Net value of noncharitable-use assets | $1,269,480 |
| Minimum investment return | $63,474 |
| Distributable Amount (for 2012) | |
| Distributable amount | $62,683 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $62,683 |
| 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 | Artforce Bridgeport Inc | 297 West Ave, Norwalk, CT 06850-4002 | CT | 1995-09 | $125,880 |
| 2 | Arthritis Foundation Inc, Northern & Southern New England Chp | 35 Cold Spring Rd, Rocky Hill, CT 06067-3166 | CT | 1978-01 | $2,913,809 |
| 3 | Arthur And Alice Kramer Foundation | 688 Westover Rd, Stamford, CT 06902-1321 | CT | 1993-06 | $3,009 |
| 4 | Arthur And Ann Marciano Scholarship And Charity Trust | 88 Barnes Rd, Stamford, CT 06902-1241 | CT | 1976-10 | $405,659 |
| 5 | Arthur And Claudia Cohen Family Foundation Inc | 67 Old Hill Rd, Westport, CT 06880-2313 | CT | 2007-09 | $25,000 |
| 6 | Arthur And Elizabeth Godbout Family Foundation Inc | PO BOX 370250, W Hartford, CT 06137-0250 | CT | 1987-05 | $576,412 |
| 7 | Arthur And Myra Mahon Charitable Foundation, Trarym Foundation | 16 Cambridge Dr, Madison, CT 06443-3016 | CT | 1998-11 | $2,563 |
| 8 | Arthur C Anderson Charitable Foundation, Renn Edward A Ttee | PO BOX 426, New Haven, CT 06502-0426 | CT | 2005-12 | $234,980 |
| 9 | Arthur Edelstein Literary Fund Inc | 50 Railroad St Po Box 93, Pomfret Center, CT 06259 | CT | 2006-04 | $0 |
| 10 | Arthur G Eastman Memorial Scholarship Fund | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 | CT | $133,424 | |
| 11 | Arthur H Scott Memorial Voluntary Tr Ua | 850 Main St 13th Fl, Bridgeport, CT 06604-4917 | CT | 1991-07 | $513,157 |
| 12 | Arthur J Wall Jr Scholarship Fund Inc | PO BOX 7361, Wilton, CT 06897-7361 | CT | 1999-09 | $71,620 |
| 13 | Arthur M Handy Scholarship Fund | 237 N Anguilla Rd, Pawcatuck, CT 06379-1224 | CT | 1994-05 | $1,012 |
| 14 | Arthur R Sekerak Charitable Tr, Friedberg Clayton Ttee | 1087 Broad St, Bridgeport, CT 06604-4261 | CT | 1999-11 | $35,216 |
| 15 | Artists Collective Incorporated | 1200 Albany Ave, Hartford, CT 06112-2104 | CT | 1973-04 | $1,695,413 |
| 16 | Artists Who Care Inc | 44 Hampton Close, Orange, CT 06477-1933 | CT | 2005-01 | $900 |
| 17 | Artreach Inc | 401 W Thames St Unit 702, Norwich, CT 06360-7159 | CT | 1989-02 | $331,611 |
| 18 | Arts & Crafts Association Of Meriden Inc | 53 Colony St, Meriden, CT 06451-3210 | CT | 1955-01 | $75,587 |
| 19 | Arts Center At Killingworth Inc | 276 N Parker Hill Rd, Killingworth, CT 06419-1165 | CT | 2008-07 | $56,606 |
| 20 | Arts For Healing Inc | 24 Grove St, New Canaan, CT 06840-5323 | CT | 2000-12 | $430,825 |
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