Edward John Noble Foundation Inc in New Milford, 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 John Noble Foundation Inc | |
Employer Identification Number (EIN) | 061055586 |
Name of Organization | Edward John Noble Foundation Inc |
Address | 143 West Street Suite 206, New Milford, CT 06776-3599 |
Activities | Other cultural or historical activities, Preservation of natural resources (conservation) |
Subsection | Charitable Organization, Educational Organization |
Ruling Date | 08/1981 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $50,000,000 to greater |
Income | $50,000,000 to greater |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $87,456,108 |
Amount of Income | $59,969,555 |
Form 990 Revenue Amount | $5,410,076 |
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 | $7,498,639 | $7,498,958 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $2,721,978 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $206,307 | |||
Other | $4,570,354 | |||
Total expenses and disbursements | $7,356,685 | $942,225 | $0 | $6,242,691 |
Compensation of officers, directors, trustees, etc. | $649,641 | |||
Total operating and administrative expenses | $2,474,480 | $942,225 | $1,360,486 | |
Contributions, gifts, grants paid | $4,882,205 | |||
Excess of revenue over expenses and disbursements | $141,954 | |||
Net investment income | $6,556,733 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $89,492,979 | $97,911,010 |
Cash - non-interest-bearing | $55,897 | |
Investments-U.S. and state government obligations | $14,487,208 | |
Investments-corporate stock | $62,226,286 | |
Investments-corporate bonds | $12,405,837 | |
Investments-mortgage loans | $0 | |
Investments-other | $256,405 | |
Other | $61,346 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $89,492,979 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $4,570,354 |
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 | $131,135 |
Total credits and payments | $132,000 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $126,000 |
Exempt foreign organizations-tax withheld at source | $0 |
Tax paid with application for extension of time to file (Form 8868) | $6,000 |
Backup withholding erroneously withheld | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $0 |
Overpayment | $853 |
Amount to be credited to 2013 estimated tax | $853 |
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? | 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)? | Yes |
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 | $97,402,234 |
Net value of noncharitable-use assets | $95,941,200 |
Minimum investment return | $4,797,060 |
Distributable Amount (for 2012) | |
Distributable amount | $4,665,925 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $4,665,925 |
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 | Edward & Jeanne Epstein Foundation | 39 Louises Ln, New Canaan, CT 06840-2121 | CT | 1983-07 | $20,098 |
2 | Edward And Barbara Netter Foundation Inc | 96 Cummings Point Rd, Stamford, CT 06902-7912 | CT | 1987-04 | $42,394 |
3 | Edward And Jeanette Tishman Fund Inc | 143 Hoyt St Apt 5e, Stamford, CT 06905-5744 | CT | 1959-07 | $831 |
4 | Edward And Margaret Lyons Foundation Inc | 1055 Washington Blvd, Stamford, CT 06901-2216 | CT | 1982-03 | $2,943 |
5 | 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 |
6 | Edward C Farrell Memorial Scholarship Foundation | 20 Bobwhite Trl, Gales Ferry, CT 06335-2001 | CT | 1984-12 | $3,410 |
7 | Edward C Werle Family Foundation Inc | 3 Perkley Ln, Riverside, CT 06878-2309 | CT | 1964-02 | $1 |
8 | Edward E Hood Jr Foundation Trust, Edward E Hood Jr | PO BOX 120, Stamford, CT 06904-0120 | CT | $105,819 | |
9 | Edward E Stone Foundation | PO BOX 4004, Darien, CT 06820-1404 | CT | 2007-06 | $2,298,503 |
10 | Vick Foundation Inc | 15 E Point Ln, Old Greenwich, CT 06870-2403 | CT | 2002-08 | $861,086 |
11 | Edward John Noble Foundation Inc | 143 West Street Suite 206, New Milford, CT 06776-3599 | CT | 1981-08 | $59,969,555 |
12 | Edward L Mabry Fund | PO BOX 578, Litchfield, CT 06759-0578 | CT | 1980-07 | $167,731 |
13 | Edward Lee Cave Foundation Inc | Captains Farm, Union, CT 06076 | CT | 1998-07 | $12,935 |
14 | Edwin O Smith Foundation Inc | PO BOX 39, Storrs Manfld, CT 06268-0039 | CT | 2006-06 | $272,133 |
15 | Edythe Fairchild Trust 60708269, Brew Richard Ttee | PO BOX 119, Southport, CT 06890-0119 | CT | $1,914,620 | |
16 | Effect Foundation Inc | 7 Anderson Rd, Greenwich, CT 06830-6703 | CT | 2008-09 | $0 |
17 | Efo Pa Nou | 1067 Park Avenue Suite 3a, Bridgeport, CT 06604 | CT | 2000-04 | $5,508 |
18 | Ehealthconnecticut Inc | 1290 Silas Deane Hwy Ste 4a, Wethersfield, CT 06109-4337 | CT | 2009-05 | $1,855,705 |
19 | Eileen D Brown Charitable Tr, Ryan Helen T Ttee | C/O Patricia Jackman 119 Colonel Br, Griswold, CT 06351 | CT | 2000-03 | $885,982 |
20 | Ejm Fund | 479 Ridge View Rd, Orange, CT 06477-2735 | CT | 1982-08 | $11,306 |
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