Edward E Hood Jr Foundation Trust, Edward E Hood Jr 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
- Other organizations in Connecticut
| Edward E Hood Jr Foundation Trust, Edward E Hood Jr | |
| Employer Identification Number (EIN) | 066304421 |
| Name of Organization | Edward E Hood Jr Foundation Trust |
| Secondary Name | Edward E Hood Jr |
| In Care of Name | Cummings & Lockwood Jrm |
| Address | PO BOX 120, Stamford, CT 06904-0120 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Organization | Association |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 11/2014 |
| 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 | $1,559,511 |
| Amount of Income | $105,819 |
| Form 990 Revenue Amount | $92,502 |
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 | $93,041 | $86,755 | $0 | |
| Contributions, gifts, grants, etc., received | $6,286 | |||
| Interest on savings and temporary cash investments | $22,302 | |||
| Dividends and interest from securities | $36,258 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $28,195 | |||
| Total expenses and disbursements | $104,399 | $17,897 | $0 | $86,502 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $17,897 | $17,897 | $0 | |
| Contributions, gifts, grants paid | $86,502 | |||
| Excess of revenue over expenses and disbursements | $-11,358 | |||
| Net investment income | $68,858 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,628,086 | $1,583,619 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,206,841 | |
| Investments-corporate bonds | $387,261 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $33,984 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,628,086 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $28,195 |
| 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 | $689 |
| Total credits and payments | $387 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $387 |
| 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 | $302 |
| 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 | $1,592,455 |
| Net value of noncharitable-use assets | $1,568,560 |
| Minimum investment return | $78,428 |
| Distributable Amount (for 2012) | |
| Distributable amount | $77,739 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $77,739 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $64,570 |
| 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 | Educational Community Inc | 235 E River Dr Apt 1601, East Hartford, CT 06108-5009 | CT | 2008-03 | $10,069 |
| 2 | Educational Learning Development Center Inc | PO BOX 22, Cos Cob, CT 06807-0022 | CT | 1969-09 | $34,895 |
| 3 | Educational Resources For Children Inc | 50 Post Office Rd, Enfield, CT 06082-5626 | CT | 2002-08 | $585,421 |
| 4 | Edward & Jeanne Epstein Foundation | 39 Louises Ln, New Canaan, CT 06840-2121 | CT | 1983-07 | $20,098 |
| 5 | Edward And Barbara Netter Foundation Inc | 96 Cummings Point Rd, Stamford, CT 06902-7912 | CT | 1987-04 | $42,394 |
| 6 | Edward And Jeanette Tishman Fund Inc | 143 Hoyt St Apt 5e, Stamford, CT 06905-5744 | CT | 1959-07 | $831 |
| 7 | Edward And Margaret Lyons Foundation Inc | 1055 Washington Blvd, Stamford, CT 06901-2216 | CT | 1982-03 | $2,943 |
| 8 | Edward And Verna Gerbic Family Foundation, Gerbic Peter E And Ix Robert Ttee | PO BOX 271820, West Hartford, CT 06127-1820 | CT | 1996-09 | $369,669 |
| 9 | Edward C Farrell Memorial Scholarship Foundation | 20 Bobwhite Trl, Gales Ferry, CT 06335-2001 | CT | 1984-12 | $3,410 |
| 10 | Edward C Werle Family Foundation Inc | 3 Perkley Ln, Riverside, CT 06878-2309 | CT | 1964-02 | $1 |
| 11 | Edward E Hood Jr Foundation Trust, Edward E Hood Jr | PO BOX 120, Stamford, CT 06904-0120 | CT | $105,819 | |
| 12 | Edward E Stone Foundation | PO BOX 4004, Darien, CT 06820-1404 | CT | 2007-06 | $2,298,503 |
| 13 | Vick Foundation Inc | 15 E Point Ln, Old Greenwich, CT 06870-2403 | CT | 2002-08 | $861,086 |
| 14 | Edward John Noble Foundation Inc | 143 West Street Suite 206, New Milford, CT 06776-3599 | CT | 1981-08 | $59,969,555 |
| 15 | Edward L Mabry Fund | PO BOX 578, Litchfield, CT 06759-0578 | CT | 1980-07 | $167,731 |
| 16 | Edward Lee Cave Foundation Inc | Captains Farm, Union, CT 06076 | CT | 1998-07 | $12,935 |
| 17 | Edwin O Smith Foundation Inc | PO BOX 39, Storrs Manfld, CT 06268-0039 | CT | 2006-06 | $272,133 |
| 18 | Edythe Fairchild Trust 60708269, Brew Richard Ttee | PO BOX 119, Southport, CT 06890-0119 | CT | $1,914,620 | |
| 19 | Effect Foundation Inc | 7 Anderson Rd, Greenwich, CT 06830-6703 | CT | 2008-09 | $0 |
| 20 | Efo Pa Nou | 1067 Park Avenue Suite 3a, Bridgeport, CT 06604 | CT | 2000-04 | $5,508 |
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