Castle Family Foundation, Castle T R Ttee in Stonington, 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
| Castle Family Foundation, Castle T R Ttee | |
| Employer Identification Number (EIN) | 061471782 |
| Name of Organization | Castle Family Foundation |
| Secondary Name | Castle T R Ttee |
| In Care of Name | Thomas R Castle Co-Ttee |
| Address | 51 Collins Rd, Stonington, CT 06378-2409 |
| Subsection | Charitable Organization |
| Ruling Date | 02/1999 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $169,093 |
| Amount of Income | $9,174 |
| Form 990 Revenue Amount | $4,913 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Public Foundations |
Non-representatives - add comments:
Amount of income in 2013: $9,174 (it was $11,055 in 2012)
| Castle Family Foundation, Castle T R Ttee: | $9,174 |
| Other organizations performing similar types of work: | $71,328 |
Assets in 2013: $169,093 (it was $174,289 in 2012)
| Castle Family Foundation, Castle T R Ttee: | $169,093 |
| Other organizations performing similar types of work: | $50,799 |
Expenses in 2012: $10,057
| This organization: | $10,057 |
| Other organizations performing similar types of work: | $47,311 |
Income to expenses ratio in 2012: 0.9
| This organization: | 0.9 |
| Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2012: 0.0%
| Castle Family Foundation, Castle T R Ttee: | 0.0% |
| Other organizations performing similar types of work: | 7.7% |
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 | $7,033 | $7,033 | $3,609 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $4 | |||
| Dividends and interest from securities | $3,605 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $3,424 | |||
| Total expenses and disbursements | $10,057 | $0 | $0 | $9,310 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $747 | $0 | $0 | |
| Contributions, gifts, grants paid | $9,310 | |||
| Excess of revenue over expenses and disbursements | $-3,024 | |||
| Net investment income | $7,033 | |||
| Adjusted net income | $3,609 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $174,289 | $195,858 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $171,569 | |
| Other | $2,720 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $174,289 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $3,424 |
| 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 | $141 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $141 |
| 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 | $193,879 |
| Net value of noncharitable-use assets | $190,980 |
| Minimum investment return | $9,549 |
| Distributable Amount (for 2012) | |
| Distributable amount | $9,408 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $9,408 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $9,398 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Roswell Park Alliance Foundation | Elm And Carlton St, Buffalo, NY 14263-0001 | NY | 1996-08 | $28,110,672 |
| 2 | Science Foundation Arizona | 400 E Van Buren St Ste 220, Phoenix, AZ 85004-2223 | AZ | 2006-11 | $7,919,015 |
| 3 | St Andrews Charitable Foundation | 6633 Delmar Blvd, St Louis, MO 63130-4505 | MO | 2008-01 | $1,344,641 |
| 4 | Tma Support Corporation | 2427 M L K Jr Ave Se, Washington, DC 20020-5815 | DC | 2006-10 | $709,645 |
| 5 | Rotary Club Of Coralsprings-Parkland Foundation Inc | 11873 Nw 2nd Ct, Coral Springs, FL 33071-8017 | FL | 2007-03 | $57,467 |
| 6 | Yhb Charitable Endowment Inc | 29 South Main Street Suite 306, West Hartford, CT 06107 | CT | 2010-04 | $2,628,105 |
| 7 | Special Forces Charitable Trust | PO BOX 53, Essex, CT 06426-0053 | CT | 2011-04 | $2,450,131 |
| 8 | Chc Realty Inc | 635 Main St, Middletown, CT 06457-2718 | CT | 2014-07 | $1,078,477 |
| 9 | Pathways Danbury Youth Ministries Inc | 13 Rose St, Danbury, CT 06810-5809 | CT | 2009-02 | $893,012 |
| 10 | Dravet Syndrome Foundation Inc, Dravet Syndrome Foundation | PO BOX 16536, West Haven, CT 06516-0942 | CT | 2010-01 | $786,401 |
| 11 | Ubuntu Africa Nfp | PO BOX 7906, Greenwich, CT 06836-7906 | CT | 2008-06 | $692,532 |
| 12 | Catherine Violet Hubbard Foundation Inc | PO BOX 3571, Newtown, CT 06470-3571 | CT | 2013-04 | $522,698 |
| 13 | Wireless Zone Foundation For Giving Inc | 34 Industrial Park Place, Middletown, CT 06457-1590 | CT | 2003-10 | $456,018 |
| 14 | Fenwick Improvement Fund Inc | 219 Chestnut Hill Road, Litchfield, CT 06759 | CT | 2008-09 | $432,764 |
| 15 | Goshen Stampede Inc | 50 Gray Lane, Goshen, CT 06756 | CT | 2009-09 | $197,583 |
| 16 | The Jessica Rekos Foundation Inc | PO BOX 713, Newtown, CT 06470-0713 | CT | 2014-04 | $186,360 |
| 17 | The@tyler Hughes Fund | 100 Phoenix Ave, Enfield, CT 06082-4441 | CT | 2009-04 | $182,849 |
| 18 | Cingari Family Foundation | 360 Connecticut Avenue, Norwalk, CT 06854-1824 | CT | 2010-09 | $175,450 |
| 19 | Sunrise Rotary 21st Century Foundation Inc | C/O Steinberger 225 Main Street, Westport, CT 06880 | CT | 2001-10 | $171,201 |
| 20 | Wilton Education Foundation Inc | PO BOX 7090, Wilton, CT 06897-7090 | CT | 1993-12 | $145,244 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 13,855 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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