Colony Foundation in New Haven, 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
| Colony Foundation | |
| Employer Identification Number (EIN) | 060261454 |
| Name of Organization | Colony Foundation |
| Address | PO BOX 89, New Haven, CT 06501-0089 |
| Activities | School, college, trade school, etc., Other school related activities |
| Subsection | Educational Organization |
| Ruling Date | 11/1927 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,797,507 |
| Amount of Income | $192,119 |
| Form 990 Revenue Amount | $132,869 |
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 | $119,943 | $33,404 | $21,554 | |
| Contributions, gifts, grants, etc., received | $86,539 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $21,554 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $11,850 | |||
| Total expenses and disbursements | $222,806 | $33,479 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $23,530 | |||
| Total operating and administrative expenses | $222,806 | $33,479 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-102,863 | |||
| Net investment income | $0 | |||
| Adjusted net income | $21,554 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,754,618 | $1,754,618 |
| Cash - non-interest-bearing | $12,720 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,411,517 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $330,381 | |
| Total liabilities | $14,159 | |
| Mortgages and other notes payable | $0 | |
| Other | $14,159 | |
| Total liabilities and net assets/fund balances | $1,740,459 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $11,850 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | Yes |
| 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 | $1,432,505 |
| Net value of noncharitable-use assets | $1,411,020 |
| Minimum investment return | $70,551 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | $21,554 | $41,091 | $24,898 | $41,251 | $128,794 |
| 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 | $47,034 | $47,290 | $46,304 | $43,243 | $183,871 |
| 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 | Coleman Towers Tenants Association Inc | 72 Spruce Street, Stamford, CT 06902-4947 | CT | 1994-12 | $1,235,815 |
| 2 | Collaborative Center For Justice Inc | 40 Clifford St, Hartford, CT 06114-1717 | CT | 1999-08 | $150,443 |
| 3 | Colley Family Foundation Tr, Colley Richard Ttee | PO BOX 583, Wilton, CT 06897-0583 | CT | 2001-03 | $69,712 |
| 4 | Collins Group Inc | 4 Griffin Road North No 100b, Windsor, CT 06095-1511 | CT | 1994-05 | $837,266 |
| 5 | Collinsville Arts Initiative Inc | PO BOX 197, Collinsville, CT 06022-0197 | CT | 2003-07 | $13,965 |
| 6 | Collinsville Volunteer Fire Department Incorporated | 51 River Rd, Collinsville, CT 06019-3174 | CT | 1986-08 | $111,507 |
| 7 | Collis Foundation | 8 Sound Shore Dr Ste 200, Greenwich, CT 06830-7259 | CT | 1997-06 | $3,326,648 |
| 8 | Colonel Daniel Putnam Association Inc | PO BOX 183, Meriden, CT 06450-0183 | CT | 1952-06 | $19,069 |
| 9 | Colonel Lloyd E And Joan Platt Witmer Scholarship Fund, William Nimons Ttee | 85 Pulaski Hwy, Ansonia, CT 06401-2806 | CT | $415,990 | |
| 10 | Colonial Cemeteries Inc | 230 Oaklawn Ave, Stamford, CT 06905-3517 | CT | 2005-01 | $362,880 |
| 11 | Colony Foundation | PO BOX 89, New Haven, CT 06501-0089 | CT | 1927-11 | $192,119 |
| 12 | Colors Of The World Inc | 72 Walter Lane, Hamden, CT 06514 | CT | 2006-06 | $0 |
| 13 | Colt Trust Inc | 100 Pearl St Fl 3, Hartford, CT 06103-4510 | CT | 1997-02 | $75,415 |
| 14 | Columbia Burying Ground Association | 156 Pine St, Columbia, CT 06237 | CT | 1992-08 | $13,105 |
| 15 | Columbia Cooperative Nursery School Inc | PO BOX 38, Columbia, CT 06237-0038 | CT | 1971-10 | $39,042 |
| 16 | Columbia University Club Foundation Inc | 45 Dawn Harbor Ln, Riverside, CT 06878-2608 | CT | 1949-04 | $1,279,201 |
| 17 | Columbia Volunteer Fire Department Incorporated | PO BOX 26, Columbia, CT 06237-0026 | CT | 1966-12 | $364,085 |
| 18 | Columbia-Windham Soccer Alliance Inc | PO BOX 321, Columbia, CT 06237-0321 | CT | 1998-03 | $61,955 |
| 19 | Columbian Charities Of Ct Inc | 146 Henry St, Greenwich, CT 06830-5833 | CT | 1978-06 | $227,300 |
| 20 | Columbus Association | 360 King St, Bristol, CT 06010-5243 | CT | 1990-10 | $65,406 |
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