B J Bertram Foundation Incorporated in Danbury, 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
| B J Bertram Foundation Incorporated | |
| Employer Identification Number (EIN) | 061188128 |
| Name of Organization | B J Bertram Foundation Incorporated |
| Address | 50 Newtown Rd, Danbury, CT 06810-6235 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1988 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $312,963 |
| Amount of Income | $10,911 |
| Form 990 Revenue Amount | $12,071 |
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 | $15,669 | $15,669 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $6,648 | |||
| Dividends and interest from securities | $9,021 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $12,000 | $300 | $0 | $11,700 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $300 | $300 | $0 | |
| Contributions, gifts, grants paid | $11,700 | |||
| Excess of revenue over expenses and disbursements | $3,669 | |||
| Net investment income | $15,369 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $326,552 | $308,872 |
| Cash - non-interest-bearing | $46,074 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $280,478 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $326,552 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $307 |
| Total credits and payments | $428 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $428 |
| 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 | $121 |
| Amount to be credited to 2013 estimated tax | $121 |
| 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 | $307,937 |
| Net value of noncharitable-use assets | $303,320 |
| Minimum investment return | $15,166 |
| Distributable Amount (for 2012) | |
| Distributable amount | $14,859 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $14,859 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,159 |
| 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 |
Newcomers Club Of Danbury New Fairfield Conn Inc in Danbury, CT
 |
|
Danbury Family Learning Center Inc in Danbury, CT
|
New Direction Ministries in Bridgeport, 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
|
| Other organizations in Connecticut | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Avon Police Association Inc | 60 West Main Street, Avon, CT 06001 | CT | 2008-07 | $508 |
| 2 | Avon Soccer Club | 32 Avonridge, Avon, CT 06001-4039 | CT | 1988-02 | $224,406 |
| 3 | Avon Theatre Film Center Inc | 8 Sound Shore Drive, Greenwich, CT 06830-7242 | CT | 2003-07 | $1,473,286 |
| 4 | Avon Volunteer Fire Department Incorporatedj | 25 Darling Dr, Avon, CT 06001-4218 | CT | 1973-08 | $93,482 |
| 5 | Avon-Canton Rotary Club Community Fund Inc | PO BOX 11, Avon, CT 06001-0011 | CT | 2002-06 | $85,603 |
| 6 | Awakenings Health Institute | 22 Quintard Ave, Norwalk, CT 06854-3735 | CT | 2006-09 | $426,239 |
| 7 | Axe Houghton Foundation | Foundation Source 55 Walls Dr, Fairfield, CT 06824 | CT | 1966-06 | $1,481,354 |
| 8 | Axion Research Foundation Inc | 100 Deepwood Dr, Hamden, CT 06517-3452 | CT | 1987-05 | $1,490,944 |
| 9 | B A S I C House Outreach Ministries Inc | 9 Fair St, Norwalk, CT 06851 | CT | 2000-03 | $0 |
| 10 | B Cured Inc | PO BOX 1071, Greenwich, CT 06836-1071 | CT | 2008-07 | $208,943 |
| 11 | B J Bertram Foundation Incorporated | 50 Newtown Rd, Danbury, CT 06810-6235 | CT | 1988-07 | $10,911 |
| 12 | B L Manger Foundation Inc | 112 Prospect St, Stamford, CT 06901-1207 | CT | 1975-01 | $4,509,392 |
| 13 | B M Clark Foundation | 133 Westview Dr, Meriden, CT 06450-4763 | CT | 1970-09 | $42,953 |
| 14 | B Rock Inc | PO BOX 120073, Stamford, CT 06912-0073 | CT | 1995-09 | $24,502 |
| 15 | Babe Ruth Baseball Of Stamford Inc | 23 Crane Rd N, Stamford, CT 06902-2504 | CT | 2003-10 | $169,841 |
| 16 | Babe Ruth League Of Simsbury Inc | PO BOX 973, Simsbury, CT 06070-7273 | CT | 1996-07 | $146,810 |
| 17 | Baby Alex Foundation Inc | 140 Milford Point Rd, Milford, CT 06460-5224 | CT | 2008-12 | $43,741 |
| 18 | Bacio Inc | 19 Old Sport Road, Easton, CT 06612 | CT | 2001-12 | $26,849 |
| 19 | Backcountry Concerts Inc | 15 East Putnam Avenue No 397, Greenwich, CT 06830-5424 | CT | 2007-07 | $243,169 |
| 20 | Backus Health Care Inc | 326 Washington St, Norwich, CT 06360-2740 | CT | 1984-03 | $36,942 |
Organization representatives - add corrected or new information about B J Bertram Foundation Incorporated »
Non-representatives - add comments about B J Bertram Foundation Incorporated»