Cyrus W And Amy F Jones And Bessie D Phelps Foundation Inc in Trumbull, 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
| Cyrus W And Amy F Jones And Bessie D Phelps Foundation Inc | |
| Employer Identification Number (EIN) | 060943204 |
| Name of Organization | Cyrus W And Amy F Jones And Bessie D Phelps Foundation Inc |
| In Care of Name | R Tellalian |
| Address | 2 Corporate Dr Ste 212, Trumbull, CT 06611-1376 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1976 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,568,816 |
| Amount of Income | $737,577 |
| Form 990 Revenue Amount | $226,335 |
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 | $159,566 | $157,566 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $4 | |||
| Dividends and interest from securities | $137,647 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $2,000 | |||
| Other | $19,915 | |||
| Total expenses and disbursements | $250,381 | $49,291 | $0 | $201,090 |
| Compensation of officers, directors, trustees, etc. | $73,413 | |||
| Total operating and administrative expenses | $135,381 | $49,291 | $86,090 | |
| Contributions, gifts, grants paid | $115,000 | |||
| Excess of revenue over expenses and disbursements | $-90,815 | |||
| Net investment income | $108,275 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,146,255 | $4,516,973 |
| Cash - non-interest-bearing | $195 | |
| Investments-U.S. and state government obligations | $266,571 | |
| Investments-corporate stock | $1,694,139 | |
| Investments-corporate bonds | $116,084 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $69,266 | |
| Total liabilities | $2,088 | |
| Mortgages and other notes payable | $0 | |
| Other | $2,088 | |
| Total liabilities and net assets/fund balances | $2,144,167 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $19,915 |
| 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 | $2,166 |
| Total credits and payments | $78 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $78 |
| 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 | $47 |
| Tax due | $2,135 |
| 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? | Yes |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| 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 | $4,237,467 |
| Net value of noncharitable-use assets | $4,173,900 |
| Minimum investment return | $208,695 |
| Distributable Amount (for 2012) | |
| Distributable amount | $206,529 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $206,529 |
| 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 | $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 | Curtis Home | 380 Crown St, Meriden, CT 06450-6497 | CT | 1957-05 | $6,185,089 |
| 2 | Curtisey Corporation | 141 S Main St, Beacon Falls, CT 06403-1469 | CT | 1996-05 | $30,254 |
| 3 | Cuyonon Language And Culture Prodject Inc | C/O R Elphick 12 Yellow Yellow Cir, Middletown, CT 06457 | CT | 2003-07 | $11,593 |
| 4 | Cuzwecare Incorporated | Po Box 310498, Newington, CT 06131 | CT | 2005-08 | $1,836 |
| 5 | Cw Group Inc | 200 Myrtle St, New Britain, CT 06053-4160 | CT | 1987-03 | $209,530 |
| 6 | Cw Resources Inc | 200 Myrtle St, New Britain, CT 06053-4160 | CT | 1965-09 | $55,727,907 |
| 7 | Halles Hope Inc | 9 New Canaan Way, Norwalk, CT 06850-1443 | CT | 2007-06 | $96,020 |
| 8 | Cyrenius H Booth Library | 25 Main St, Newtown, CT 06470-2105 | CT | 1963-02 | $1,555,232 |
| 9 | Cyril & Mary Hanahoe Childrens Clinic Inc | 205 Main St, Danbury, CT 06810 | CT | 1976-07 | $657,748 |
| 10 | Cyrus M Quigley Foundation Incorporated | 37 Cannon Rd, Wilton, CT 06897-2619 | CT | 1993-10 | $49,803 |
| 11 | Cyrus W And Amy F Jones And Bessie D Phelps Foundation Inc | 2 Corporate Dr Ste 212, Trumbull, CT 06611-1376 | CT | 1976-07 | $737,577 |
| 12 | Czechoslovak-American Club Of Shelton Inc | 125 Center St, Shelton, CT 06484-3243 | CT | 1963-03 | $62,901 |
| 13 | D E L D Family Foundation | PO BOX 271820, West Hartford, CT 06127-1820 | CT | 2002-11 | $324,615 |
| 14 | Daar-Ul-Ehsaan Usa Inc | 739 Terryville Ave, Bristol, CT 06010-4034 | CT | 1991-10 | $74,427 |
| 15 | Dagostino Family Foundation, Vincent R Dagostino Ttee | 45 Turkey Hill Rd S, Westport, CT 06880-5520 | CT | 2006-01 | $1,181,563 |
| 16 | Daily Bread - An Ecumenical Food Pantry Inc | 25 West St, Danbury, CT 06810-7824 | CT | 1991-11 | $40,930 |
| 17 | Daisys Dream Foundation Inc | 12 N Main Street 108 No 2nd Fl, West Hartford, CT 06107 | CT | 2001-01 | $500 |
| 18 | Dalio Foundation Inc | 1 Glendinning Pl, Westport, CT 06880-1242 | CT | 2003-09 | $575,139,695 |
| 19 | Damman Family Foundation Tr, Damman George Ttee | PO BOX 201, Greens Farms, CT 06838-0201 | CT | 1998-02 | $297,789 |
| 20 | Dan Orlovsky Foundation Inc | 324 Elm Street, Monroe, CT 06468 | CT | 2009-01 | $0 |
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