Daniell Family Foundation Inc in Bloomfield, 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
| Daniell Family Foundation Inc | |
| Employer Identification Number (EIN) | 061356015 |
| Name of Organization | Daniell Family Foundation Inc |
| In Care of Name | Barbara E Daniell |
| Address | 2 Barnard Ln, Bloomfield, CT 06002-2410 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,840,734 |
| Amount of Income | $1,049,639 |
| Form 990 Revenue Amount | $885,523 |
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 | $814,388 | $797,564 | $421,513 | |
| Contributions, gifts, grants, etc., received | $16,824 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $421,513 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $376,051 | |||
| Total expenses and disbursements | $911,324 | $0 | $0 | $894,500 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $16,824 | $0 | $0 | |
| Contributions, gifts, grants paid | $894,500 | |||
| Excess of revenue over expenses and disbursements | $-96,936 | |||
| Net investment income | $797,564 | |||
| Adjusted net income | $421,513 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,772,690 | $18,036,798 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,537,199 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $986,119 | |
| Other | $249,372 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,772,690 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $376,051 |
| 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 | $7,976 |
| Total credits and payments | $16,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $16,000 |
| 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 | $8,024 |
| Amount to be credited to 2013 estimated tax | $8,024 |
| 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 | $17,805,343 |
| Net value of noncharitable-use assets | $17,538,260 |
| Minimum investment return | $876,913 |
| Distributable Amount (for 2012) | |
| Distributable amount | $868,937 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $868,937 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $867,463 |
| 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 | Dandelion Productions Inc | 81 Humiston Dr, Bethany, CT 06524-3175 | CT | 1991-05 | $166,023 |
| 2 | Danford Foundation Inc | 95 Old West Mountain Rd, Ridgefield, CT 06877-3635 | CT | 2003-11 | $590 |
| 3 | Dangremond Family Foundation | 1 Canterbury Green, Stamford, CT 06901-2032 | CT | 2009-02 | $88,853 |
| 4 | Daniel & Sharon Milikowsky Family Foundation Inc | 2321 Whitney Ave Ste 105, Hamden, CT 06518-3523 | CT | 2005-09 | $177,184 |
| 5 | Daniel And Marie Lane Foundation Inc | 14 Hidden Brook Trl, Bethel, CT 06801-2348 | CT | 1998-01 | $37,785 |
| 6 | Daniel E Offutt Iii Private Foundation Tr | 50 Kettle Creek Rd, Weston, CT 06883-2235 | CT | 2000-01 | $2,803,954 |
| 7 | Daniel J Griffin Memorial | 111 New London Tpke, Glastonbury, CT 06033-2044 | CT | 2003-06 | $100,985 |
| 8 | Daniel K Roberts And Betty Roberts Family Foundation Inc | 161 S Lake Dr, Stamford, CT 06903-1019 | CT | 1990-06 | $84,601 |
| 9 | Daniel O Potter Charitable Foundation | 8 Hancox St, Stonington, CT 06378-1408 | CT | 1998-07 | $1 |
| 10 | Daniel P And Grace I Tully Charitable Trust | PO BOX 4080, Darien, CT 06820-1480 | CT | 1986-12 | $1,414,339 |
| 11 | Daniell Family Foundation Inc | 2 Barnard Ln, Bloomfield, CT 06002-2410 | CT | 1993-02 | $1,049,639 |
| 12 | Killingly Business Association Inc | PO BOX 6000, Danielson, CT 06239-6000 | CT | 1996-11 | $25,082 |
| 13 | Darien Babe Ruth League | PO BOX 2231, Darien, CT 06820-0231 | CT | 2013-07 | $61,901 |
| 14 | Darien Board Of Realtors Inc | 108 Old Kings Hwy N, Darien, CT 06820-3615 | CT | 1956-03 | $119,692 |
| 15 | Darien Boat Club Inc | PO BOX 121, Darien, CT 06820-0621 | CT | 1987-02 | $477,809 |
| 16 | Darien Book Aid Plan Inc | 1926 Post Rd, Darien, CT 06820-5805 | CT | 1953-08 | $55,392 |
| 17 | Darien Chamber Of Commerce Inc | 10 Corbin Dr, Darlin, CT 06820-5403 | CT | 1982-12 | $137,598 |
| 18 | Darien Community Association Inc | 274 Middlesex Rd, Darien, CT 06820-3314 | CT | 1967-06 | $1,005,375 |
| 19 | Town Of Darien Firefighters Foundation Inc | 848 Post Rd, Darien, CT 06820-4613 | CT | 2007-08 | $71,065 |
| 20 | Darien Fire Dept Inc | 848 Post Rd, Darien, CT 06820-4613 | CT | 1948-01 | $309,355 |
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