Bauer Foundation in Lakeville, 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
| Bauer Foundation | |
| Employer Identification Number (EIN) | 066032985 |
| Name of Organization | Bauer Foundation |
| In Care of Name | Shipman & Goodwin |
| Address | PO BOX 1784, Lakeville, CT 06039-1784 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 11/1961 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $775,423 |
| Amount of Income | $229,082 |
| Form 990 Revenue Amount | $54,590 |
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 | $57,512 | $53,794 | $39,678 | |
| Contributions, gifts, grants, etc., received | $3,663 | |||
| Interest on savings and temporary cash investments | $3 | |||
| Dividends and interest from securities | $39,620 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $55 | |||
| Other | $14,171 | |||
| Total expenses and disbursements | $75,883 | $7,021 | $1,900 | $66,962 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $14,183 | $7,021 | $5,262 | |
| Contributions, gifts, grants paid | $61,700 | |||
| Excess of revenue over expenses and disbursements | $-18,371 | |||
| Net investment income | $46,773 | |||
| Adjusted net income | $37,778 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $768,200 | $1,180,670 |
| Cash - non-interest-bearing | $25,138 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $743,062 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $768,200 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $14,171 |
| 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 | $468 |
| Total credits and payments | $880 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $880 |
| 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 | $412 |
| Amount to be credited to 2013 estimated tax | $412 |
| 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 | $1,189,405 |
| Net value of noncharitable-use assets | $1,171,560 |
| Minimum investment return | $58,578 |
| Distributable Amount (for 2012) | |
| Distributable amount | $58,110 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $58,110 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $38,206 |
| 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 | Barnum Museum Foundation Inc | 820 Main St, Bridgeport, CT 06604-4912 | CT | 1987-03 | $528,071 |
| 2 | Barry Sheehan Charitable Trust Inc | 188 Main St Ste A, Monroe, CT 06468-1149 | CT | 2001-10 | $37,421 |
| 3 | Bartko Family Charitable Foundation Tr, Bartko Maxim C & Penelope A Ttee | 39 Bowman Dr, Greenwich, CT 06831-3236 | CT | 1995-12 | $10,201 |
| 4 | Bartlett Arboretum Association Inc | 151 Brookdale Rd, Stamford, CT 06903-4119 | CT | 1966-02 | $919,495 |
| 5 | Bartlett Tree Foundation Inc | PO BOX 3067, Stamford, CT 06905-0067 | CT | 1987-05 | $94,951 |
| 6 | Barton Foundation Tr Ua 122895, Barton Cornelius J & Carolyn P Ttee | PO BOX 120, Stamford, CT 06904-0120 | CT | 1997-01 | $20,461 |
| 7 | Baseball Association Of Wolcott Inc | PO BOX 6119, Wolcott, CT 06716-0119 | CT | 1987-03 | $132,994 |
| 8 | Baseball Foundation Of Connecticut Inc | 45 Yale Ave Ste 622, New Haven, CT 06515-2253 | CT | 1994-02 | $19,753 |
| 9 | Bassett Northeast Charity Inc | 6b Research Parkway, Bethel, CT 06801 | CT | 2005-09 | $37,410 |
| 10 | Bassler Family Foundation Inc | 13 Seagate Rd, Darien, CT 06820-5625 | CT | 2009-09 | $23,896 |
| 11 | Bauer Foundation | PO BOX 1784, Lakeville, CT 06039-1784 | CT | 1961-11 | $229,082 |
| 12 | Bauer Foundation Inc | 206 Dudley Rd, Wilton, CT 06897-3513 | CT | 1989-12 | $6,005,710 |
| 13 | Bawa Health Initiative Inc | Po Box 432, Wallingford, CT 06492 | CT | 2006-07 | $0 |
| 14 | Baxter Foundation Tr, Baxter Thomas & Virginia Ttee | 606 Post Rd E Ste 480, Westport, CT 06880-4540 | CT | 1999-02 | $9,199 |
| 15 | Bayley Beach Playground Fund | 1 Covewood Dr, Rowayton, CT 06853-2002 | CT | 2006-05 | $98,086 |
| 16 | Beachside Of Connecticut S C Inc | 10 Prospect Street, Norwalk, CT 06850-3227 | CT | 2002-06 | $675,768 |
| 17 | Beacon Foundation Inc | 1 Congress St, Hartford, CT 06114-1067 | CT | 2004-01 | $0 |
| 18 | Beacon Preservation Inc | 7 Juniper Ln, New Milford, CT 06776-4018 | CT | 2015-01 | $957,872 |
| 19 | Beagary Charitable Tr, Morgan Benjamin B Ttee | 49 Westview Dr, Brooklyn, CT 06234 | CT | 1996-03 | $3,021,878 |
| 20 | Bear Hugs Childcare Center | 554 Tunxis Hill Rd, Fairfield, CT 06825-4412 | CT | 2003-04 | $93,299 |
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