Arthur R Sekerak Charitable Tr, Friedberg Clayton Ttee 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
- Organizations performing similar types of work
Arthur R Sekerak Charitable Tr, Friedberg Clayton Ttee | |
Employer Identification Number (EIN) | 066466916 |
Name of Organization | Arthur R Sekerak Charitable Tr |
Secondary Name | Friedberg Clayton Ttee |
In Care of Name | George Ferrio Trustee |
Address | 1087 Broad St, Bridgeport, CT 06604-4261 |
Subsection | Charitable Organization |
Ruling Date | 11/1999 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2010 |
Assets | $1,000,000 to $4,999,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
Asset Amount | $1,074,804 |
Amount of Income | $35,216 |
Form 990 Revenue Amount | $76,549 |
National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2010: $35,216 (it was $76,549 in 2011)
Arthur R Sekerak Charitable Tr, Friedberg Clayton Ttee: | $35,216 |
Other organizations performing similar types of work: | $103,138 |
Assets in 2010: $1,074,804 (it was $261,540 in 2011)
Arthur R Sekerak Charitable Tr, Friedberg Clayton Ttee: | $1,074,804 |
Other organizations performing similar types of work: | $338,623 |
Expenses in 2011: $889,813
Arthur R Sekerak Charitable Tr, Friedberg Clayton Ttee: | $889,813 |
Other organizations performing similar types of work: | $46,867 |
Income to expenses ratio in 2011: 0.0
Arthur R Sekerak Charitable Tr, Friedberg Clayton Ttee: | 0.0 |
Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2011: 0.0%
This organization: | 0.0% |
Other organizations performing similar types of work: | 79.6% |
Revenue for 2011
Expenses for 2011
Assets for 2011
Analysis of Revenue and Expenses (for 2011) | ||||
Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
---|---|---|---|---|
Total revenue | $76,549 | $76,549 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $27,531 | |||
Dividends and interest from securities | $0 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $49,018 | |||
Total expenses and disbursements | $889,813 | $7,813 | $0 | $882,000 |
Compensation of officers, directors, trustees, etc. | $10,000 | |||
Total operating and administrative expenses | $14,813 | $7,813 | $7,000 | |
Contributions, gifts, grants paid | $875,000 | |||
Excess of revenue over expenses and disbursements | $-813,264 | |||
Net investment income | $68,736 | |||
Adjusted net income | $0 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $261,540 | $308,810 |
Cash - non-interest-bearing | $7 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $259,749 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $1,784 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $261,540 |
Capital Gains and Losses for Tax on Investment Income (for 2011) | |
Capital gain net income | $49,018 |
Net capital loss | $0 |
Excise Tax Based on Investment Income (for 2011) | |
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
Tax based on investment income | $687 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $17 |
Tax due | $704 |
Amount to be credited to 2012 estimated tax | $0 |
Statements Regarding Activities (for 2011) | |
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 2011 or the taxable year beginning in 2011? | No |
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $917,423 |
Net value of noncharitable-use assets | $903,660 |
Minimum investment return | $45,183 |
Distributable Amount (for 2011) | |
Distributable amount | $44,496 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $44,496 |
Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
Private Operating Foundations (for 2011) | |||||
2011 | 2010 | 2009 | 2008 | 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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Organizations performing similar types of work | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Steven A And Alexandra M Cohen Foundation Inc | PO BOX 142, Greenwich, CT 06836-0142 | CT | 2001-10 | $276,350,188 |
2 | Seedlings Foundation | 984 Main St, Branford, CT 06405-3730 | CT | 2002-07 | $39,447,906 |
3 | Wright Foundation Inc | 4 Greenwich Office Park, Greenwich, CT 06831-5153 | CT | 2001-06 | $14,203,335 |
4 | Werth Family Foundation Inc | 85 Rimmon Rd, Woodbridge, CT 06525-2003 | CT | 2002-12 | $11,335,303 |
5 | The Zac Foundation For Childrens Safety | Co Foundation Source, Fairfield, CT 06824 | CT | 2009-06 | $11,161,280 |
6 | Sbm Charitable Foundation Inc | 935 Main Street Lev C Ste B101, Manchester, CT 06040 | CT | 2001-06 | $9,723,663 |
7 | Zide Family Foundation | 77 Havemeyer Ln Unit 417, Stamford, CT 06902-2177 | CT | 2013-11 | $6,572,266 |
8 | Hackett Family Fund | 112 Pear Tree Point Rd, Darien, CT 06820-5818 | CT | 2014-10 | $5,807,720 |
9 | Nancy E Barton Foundation, Edward F Rodenbach Ttee | PO BOX 2505, Greenwich, CT 06836-2505 | CT | 2012-04 | $5,357,909 |
10 | Selander Foundation | 15 E Putnam Ave Ste 244, Greenwich, CT 06830-5424 | CT | 2005-03 | $4,873,746 |
11 | Tauck Family Foundation Inc | PO BOX 5020, Norwalk, CT 06856-5020 | CT | 2009-10 | $4,805,923 |
12 | The Betsy And Jesse Fink Foundation, Fink Jesse Et Al Ttee | 20 Marshall St Ste 300, Norwalk, CT 06854-2281 | CT | 2001-02 | $4,732,662 |
13 | Tricoastal Foundation | PO BOX 311, Monroe, CT 06468-0311 | CT | 2011-08 | $4,565,700 |
14 | Yvette & Arthur Eder Charitable Foundation Trust, Bershtein Raymond Ttee | 105 Court St 3rd Floor, New Haven, CT 06511-6957 | CT | 2002-05 | $2,963,008 |
15 | William J And Frances E Deutsch Charitable Foundation | 113 Round Hill Rd, Greenwich, CT 06831-3722 | CT | 2004-07 | $2,834,034 |
16 | Shoemate Foundation 10-29-01, Shoemate Charles R Ttee | PO BOX 271820, W Hartford, CT 06127-1820 | CT | 2003-01 | $2,231,585 |
17 | Wadsworth Family Foundation | 879 Church St-Rt 68, Wallingford, CT 06492 | CT | 2005-03 | $2,221,242 |
18 | The Per And Astrid Heidenreich Family Foundation | 1010 Washington Blvd 9th Floor, Stamford, CT 06901-2202 | CT | 2005-03 | $2,127,108 |
19 | Sca Charitable Foundation Inc | 326 Round Hill Rd, Greenwich, CT 06831-3343 | CT | 2009-07 | $2,123,078 |
20 | Swordspoint Foundation Inc | 107 Cherry St Fl 2, New Canaan, CT 06840-5521 | CT | 2007-12 | $2,032,278 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 20,448 |
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