Deloitte Foundation in Stamford, 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
| Deloitte Foundation | |
| Employer Identification Number (EIN) | 136400341 |
| Name of Organization | Deloitte Foundation |
| Address | 695 East Main St, Stamford, CT 06901-2141 |
| Activities | Gifts, grants, or loans to other organizations, Professional association |
| Subsection | Charitable Organization |
| Ruling Date | 01/1943 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Organization terminating its private foundation status under section 507(b)(1)(B) of the Code |
| Tax Period | 05/2014 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $15,761,089 |
| Amount of Income | $7,512,350 |
| Form 990 Revenue Amount | $9,571,824 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations |
Non-representatives - add comments:
Amount of income in 2014: $7,512,350 (it was $8,116,381 in 2012)
| Deloitte Foundation: | $7,512,350 |
| Other organizations performing similar types of work: | $107,502 |
Assets in 2014: $15,761,089 (it was $14,867,614 in 2012)
| This organization: | $15,761,089 |
| Other organizations performing similar types of work: | $322,766 |
Expenses in 2012: $6,394,127
| This organization: | $6,394,127 |
| Other organizations performing similar types of work: | $58,249 |
Income to expenses ratio in 2012: 1.2
| Deloitte Foundation: | 1.2 |
| Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2012: 96.9%
| This organization: | 96.9% |
| Other organizations performing similar types of work: | 98.7% |
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 | $8,116,381 | $250,829 | $0 | |
| Contributions, gifts, grants, etc., received | $7,865,552 | |||
| Interest on savings and temporary cash investments | $12 | |||
| Dividends and interest from securities | $250,817 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $6,394,127 | $4,220 | $0 | $8,301,272 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $106,917 | $4,220 | $104,746 | |
| Contributions, gifts, grants paid | $6,287,210 | |||
| Excess of revenue over expenses and disbursements | $1,722,254 | |||
| Net investment income | $246,609 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $14,867,614 | $14,867,614 |
| 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 | $5,200,830 | |
| Other | $9,666,784 | |
| Total liabilities | $10,158,850 | |
| Mortgages and other notes payable | $0 | |
| Other | $10,158,850 | |
| Total liabilities and net assets/fund balances | $4,708,764 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $772 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $772 |
| 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 | $772 |
| 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? | 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? | Yes |
| 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 | $10,205,276 |
| Net value of noncharitable-use assets | $10,052,200 |
| Minimum investment return | $502,610 |
| Distributable Amount (for 2012) | |
| Distributable amount | $500,144 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $500,144 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
New Direction Ministries in Bridgeport, CT
  |
|
Newcomers Club Of Danbury New Fairfield Conn Inc in Danbury, CT
|
| David And Sherry Cordani Family Foundation in West Hartford, CT |
|
Ccns Development Program Inc in Middletown, CT
|
|
Laura Norton Fund, Gelfenbien Roger A Ttee in Hartford, CT
|
Connecticut Renaissance Inc in Bridgeport, CT
 |
|
Christ Chapel Of The Christian And Missionary Alliance in Madison, CT
|
| Friends Helping Children Foundation Charitable Tr, Turina Tony Ttee in Torrington, CT |
|
Vicki Soto Memorial Fund in Southport, CT
|
|
Veterans Rowing & Kayaking Inc in Trumbull, CT
|
| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Education And Hope | PO BOX 486, Norwalk, CT 06856-0486 | CT | 1999-11 | $728,595 |
| 2 | Henry M And Eleanora Pianka Leonard Charitable Foundation Tr, Robert G Wade Ttee | 682 Main St, Winsted, CT 06098-1515 | CT | 2012-07 | $527,482 |
| 3 | Stone Point Capital Foundation Inc | 20 Horseneck Lane, Greenwich, CT 06830-6300 | CT | 2001-07 | $497,199 |
| 4 | Schreiber Family Foundation | 645 Springer Rd, Fairfield, CT 06824-7244 | CT | 1999-07 | $458,802 |
| 5 | Farmington Bank Community Foundation Inc | 1 Farm Glen Blvd, Farmington, CT 06032-1919 | CT | 2011-12 | $452,226 |
| 6 | Rust Family Foundation | 3244 Bronson Rd, Fairfield, CT 06824-2003 | CT | 1999-07 | $404,421 |
| 7 | The@pitney Bowes Employee Involvement Fund Inc | 3001 Summer Street 6th Floor, Stamford, CT 06905-4317 | CT | 2004-09 | $341,701 |
| 8 | Woodland Anesthesiology Associates Foundation Inc | 114 Woodland Street, Hartford, CT 06105-1208 | CT | 2011-09 | $149,500 |
| 9 | Wise Street Foundation | 30 Laurelwood Dr, Wallingford, CT 06492-2516 | CT | 2012-03 | $102,701 |
| 10 | Waterford Group Charitable Foundation Inc | 914 Hartford Tpke, Waterford, CT 06385-4229 | CT | 2004-08 | $85,940 |
| 11 | Victor And Elise Micati Foundation, Micati Victor P Ttee | 23 Old King Hwy S, Darien, CT 06820-4541 | CT | 2002-01 | $38,306 |
| 12 | Edible Cares Inc | 95 Barnes Rd, Wallingford, CT 06492-1800 | CT | 2013-09 | $29,600 |
| 13 | Vazomica Foundation Inc | 66 Rockwood Ln, Greenwich, CT 06830-3845 | CT | 1999-01 | $23,813 |
| 14 | Sun Products Charitable Fund Inc | 60 Danbury Rd, Wilton, CT 06897-4406 | CT | 2010-04 | $12,847 |
| 15 | Von Arentschildt Family Foundation Inc | 1200 High Ridge Rd, Stamford, CT 06905-1223 | CT | 2002-08 | $5,433 |
| 16 | Silvermine Foundation Inc | PO BOX 1177, New Canaan, CT 06840-1177 | CT | 2001-04 | $2,165 |
| 17 | Tyler Cooper & Alcorn Foundation Inc | 20 Peck St, North Haven, CT 06473-2350 | CT | 2005-06 | $1,533 |
| 18 | Paul Rand Charitable Tr U Decl, Rand Marion S & Richard Klein Ttee | 87 Good Hill Rd, Weston, CT 06883-2802 | CT | 2014-11 | $1 |
| 19 | Rynne Foundation | 642 Lake Ave, Greenwich, CT 06830-3854 | CT | 2001-12 | $1 |
| 20 | Shanti Childrens Foundation Inc | 29 N Lake Dr, Stamford, CT 06903-1011 | CT | 2014-07 | $1 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total | 3,013 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Organization representatives - add corrected or new information about Deloitte Foundation »
Non-representatives - add comments about Deloitte Foundation»