Elizabeth Harding Norton Trust in Plainville, 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
| Elizabeth Harding Norton Trust | |
| Employer Identification Number (EIN) | 066302787 |
| Name of Organization | Elizabeth Harding Norton Trust |
| In Care of Name | Barbara Willard |
| Address | 148 Tomlinson Ave, Plainville, CT 06062-2945 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1988 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $371,370 |
| Amount of Income | $104,167 |
| Form 990 Revenue Amount | $11,107 |
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 | $16,948 | $16,948 | $10,860 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $6,586 | |||
| Dividends and interest from securities | $4,274 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $6,088 | |||
| Total expenses and disbursements | $21,358 | $3,229 | $0 | $17,350 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $4,008 | $3,229 | $0 | |
| Contributions, gifts, grants paid | $17,350 | |||
| Excess of revenue over expenses and disbursements | $-4,410 | |||
| Net investment income | $13,719 | |||
| Adjusted net income | $10,860 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $356,593 | $431,313 |
| Cash - non-interest-bearing | $3,474 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $182,660 | |
| Investments-corporate bonds | $115,013 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $55,446 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $356,593 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $6,088 |
| 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 | $137 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $137 |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | Eli Terry Elementary School Pto | 569 Griffin Road, South Windsor, CT 06074 | CT | 1999-03 | $0 |
| 2 | Eli Whitney Museum Inc | 915 Whitney Ave, Hamden, CT 06517-4036 | CT | 1977-02 | $1,683,366 |
| 3 | Elihu Club Inc | 175 Elm St, New Haven, CT 06511-6669 | CT | 1951-04 | $999,675 |
| 4 | Elinor Patterson Baker Foundation | PO BOX 2505, Greenwich, CT 06836-2505 | CT | 1986-12 | $27,409,868 |
| 5 | Eliot Noyes Foundation | 37 North Ave, Norwalk, CT 06851-3827 | CT | 1967-03 | $25,376 |
| 6 | Elisha Leavenworth Foundation Incorporated | PO BOX 1032, Middlebury, CT 06762-1032 | CT | 1942-06 | $1,104,768 |
| 7 | Eliza Fairfield Clark Mem Cen Inc | 24 Clinic Rd, Abington, CT 06230-2004 | CT | 1952-02 | $161,773 |
| 8 | Elizabeth And John Paul Scholarship | 5 Glenwood Rd, New Milford, CT 06776-4411 | CT | 1999-10 | $2,339 |
| 9 | Elizabeth Birney Gagliardi Fund For Multiple Sclerosis Research And | 153 East Main Street, Wallingford, CT 06492 | CT | 2008-11 | $0 |
| 10 | Elizabeth Carlson Memorial Scholarship Trust Fund For Per Art | 90 Kirkwood Rd, West Hartford, CT 06117-2831 | CT | 2002-12 | $22,450 |
| 11 | Elizabeth Harding Norton Trust | 148 Tomlinson Ave, Plainville, CT 06062-2945 | CT | 1988-05 | $104,167 |
| 12 | Elizabeth Ives School For Special Children Inc | 70 State St, North Haven, CT 06473-2205 | CT | 1965-11 | $770,678 |
| 13 | Elizabeth Mitchell Cox Manternach Family Foundation, Cox Thomas R Iii Ttee | 151 Waterville Rd, Farmington, CT 06032-1604 | CT | 2002-09 | $8,083 |
| 14 | Elizabeth Raymond Ambler Tr, Slavitt Robert A Co-Ttee | PO BOX 7266, Wilton, CT 06897-7266 | CT | 2000-09 | $1,405,913 |
| 15 | Elizabeth Sprague Stout Foundation Inc | PO BOX 271820, West Hartford, CT 06127-1820 | CT | 1958-02 | $42,522 |
| 16 | Elkind Lai Family Foundation | 58 Close Rd, Greenwich, CT 06831-2722 | CT | 2006-07 | $27,478 |
| 17 | Benevolent & Protective Order Of Elks Of The Usa, 2308 Wethersfield-Rocky Hill | 825 C Cromwell Ave, Rocky Hill, CT 06067-3013 | CT | 1951-10 | $344,214 |
| 18 | Ellen And Gary Davis Foundation | 45 Pecksland Rd, Greenwich, CT 06831-3711 | CT | 1993-12 | $1,030,242 |
| 19 | Ellen Jeanne Goldfarb Memorial Charitable Tr, Elder Mary D & Goldfarb W H Ttees | PO BOX 945, Farmington, CT 06034-0945 | CT | 1993-01 | $412,472 |
| 20 | Ellen Knowles Harcourt Foundation Inc | 12 Aspetuck Ave, New Milford, CT 06776-2821 | CT | 1983-01 | $1,348,104 |
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