Erwin Fairchild Trust 6078278, Brew Richard Ttee in Shelton, 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
| Erwin Fairchild Trust 6078278, Brew Richard Ttee | |
| Employer Identification Number (EIN) | 066044022 |
| Name of Organization | Erwin Fairchild Trust 6078278 |
| Secondary Name | Brew Richard Ttee |
| In Care of Name | Blum Shapiro & Co |
| Address | 2 Enterprise Dr, Shelton, CT 06484-4600 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| 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 | $2,474,187 |
| Amount of Income | $328,842 |
| Form 990 Revenue Amount | $52,443 |
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 | $87,345 | $87,345 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $10 | |||
| Dividends and interest from securities | $53,950 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $33,385 | |||
| Total expenses and disbursements | $168,265 | $34,072 | $0 | $134,193 |
| Compensation of officers, directors, trustees, etc. | $5,000 | |||
| Total operating and administrative expenses | $38,265 | $34,072 | $4,193 | |
| Contributions, gifts, grants paid | $130,000 | |||
| Excess of revenue over expenses and disbursements | $-80,920 | |||
| Net investment income | $53,273 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,520,285 | $2,819,595 |
| 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 | $2,467,736 | |
| Other | $52,549 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,520,285 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $33,385 |
| 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 | $533 |
| Total credits and payments | $226 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $226 |
| 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 | $307 |
| 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? | 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)? | 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 | $2,794,276 |
| Net value of noncharitable-use assets | $2,752,360 |
| Minimum investment return | $137,618 |
| Distributable Amount (for 2012) | |
| Distributable amount | $137,085 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $137,085 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $136,462 |
| 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 | Epilepsy Foundation Of Connecticut Inc | 386 Main Street, Middletown, CT 06457-3360 | CT | 1984-08 | $340,634 |
| 2 | Episcopal Social Service Of The Diocese Of Connecticut Inc, Iris | 235 Nicoll St 2nd Fl, New Haven, CT 06511-2670 | CT | 1944-03 | $1,344,228 |
| 3 | Epoch Arts Inc | 27 Skinner St, East Hampton, CT 06424-1703 | CT | 2006-09 | $66,879 |
| 4 | Epsilon Equities Inc | PO BOX 120073, Stamford, CT 06912-0073 | CT | 1995-09 | $3,841 |
| 5 | Epsilon Tau House Corporation Of Kappa Alpha Theta Fraternity Inc | C/O Wikstrom Group30 Buxton Farms, Stamford, CT 06905 | CT | 1989-09 | $92,609 |
| 6 | Equine Angels Rescue Sanctuary Inc | 214 Candlewood Mountain Rd, New Milford, CT 06776-5812 | CT | 2003-10 | $30,326 |
| 7 | Equus Foundation Inc, Dba Horse Charities Of America | 168 Long Lots Rd, Westport, CT 06880-4016 | CT | 2002-11 | $506,417 |
| 8 | Eric & Jessica Zachs Family Foundations Inc | 40 Woodland Street, Hartford, CT 06105-2331 | CT | 2000-08 | $2,191,900 |
| 9 | Eric Butterworth Foundation Inc | PO BOX 1501, Greenwich, CT 06836 | CT | 2006-04 | $40,127 |
| 10 | Ernest And Joan Trefz Foundation | 10 Middle Street, Bridgeport, CT 06604-4257 | CT | 1997-09 | $636,407 |
| 11 | Erwin Fairchild Trust 6078278, Brew Richard Ttee | 2 Enterprise Dr, Shelton, CT 06484-4600 | CT | $328,842 | |
| 12 | Escapades Inc | P O Box 2304, Westport, CT 06880 | CT | 1988-10 | $0 |
| 13 | Esrd Network Of New England Inc | PO BOX 507, Chester, CT 06412-0507 | CT | 1979-12 | $9,286 |
| 14 | Esse Est Percipi Co | 128 Oxford St, Hartford, CT 06105-2514 | CT | 2005-01 | $1,125 |
| 15 | Essex Ambulance Association Inc | PO BOX 233, Ivoryton, CT 06442-0233 | CT | 1987-08 | $232,130 |
| 16 | Essex Art Association Incorporated | 10 N Main St, Essex, CT 06426-1030 | CT | 1969-06 | $44,181 |
| 17 | Essex Community Fund Inc | PO BOX 614, Essex, CT 06426-0614 | CT | 1972-10 | $63,071 |
| 18 | Essex Corinthian Yacht Club Inc | 19 Novelty Ln, Essex, CT 06426-1174 | CT | 1986-05 | $244,451 |
| 19 | Essex Elementary School Foundation Inc | PO BOX 882, Essex, CT 06426-0882 | CT | 1996-07 | $97,356 |
| 20 | Essex Fire Engine Co 1 Special Acct | PO BOX 786, Essex, CT 06426-0786 | CT | 1991-10 | $359,602 |
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