Estate Of Benjamin B Lewis, Koehler Herbert G Co-Ttee in Trumbull, 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
| Estate Of Benjamin B Lewis, Koehler Herbert G Co-Ttee | |
| Employer Identification Number (EIN) | 066038309 |
| Name of Organization | Estate Of Benjamin B Lewis |
| Secondary Name | Koehler Herbert G Co-Ttee |
| In Care of Name | Herbert G Koehler Co-Trustee |
| Address | 86 Crown St, Trumbull, CT 06611-3102 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,564,626 |
| Amount of Income | $522,277 |
| Form 990 Revenue Amount | $228,337 |
Non-representatives - add comments:
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 | $28,926 | $55,172 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $55,172 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-1,845 | |||
| Total expenses and disbursements | $194,664 | $32,671 | $0 | $160,393 |
| Compensation of officers, directors, trustees, etc. | $18,000 | |||
| Total operating and administrative expenses | $43,364 | $32,671 | $9,093 | |
| Contributions, gifts, grants paid | $151,300 | |||
| Excess of revenue over expenses and disbursements | $-165,738 | |||
| Net investment income | $22,501 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,626,618 | $2,148,671 |
| Cash - non-interest-bearing | $2,393 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,532,064 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $92,161 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,626,618 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-24,401 |
| 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 | $225 |
| Total credits and payments | $782 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $782 |
| 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 | $557 |
| Amount to be credited to 2013 estimated tax | $557 |
| 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 | $2,140,476 |
| Net value of noncharitable-use assets | $2,108,360 |
| Minimum investment return | $105,418 |
| Distributable Amount (for 2012) | |
| Distributable amount | $105,193 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $105,193 |
| 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 | Essex Historical Society | PO BOX 123, Essex, CT 06426-0123 | CT | 1957-06 | $61,338 |
| 2 | Essex Land Trust Inc | PO BOX 373, Essex, CT 06426-0373 | CT | 1968-06 | $294,615 |
| 3 | Essex Library Association Inc | 33 West Ave, Essex, CT 06426-1139 | CT | 1970-02 | $2,829,792 |
| 4 | Essex Meadows Foundation Inc | 250 Essex Mdws, Essex, CT 06426-1524 | CT | 1993-08 | $163,100 |
| 5 | Essex Paddle Tennis Club Inc | Po Box 712, Essex, CT 06426 | CT | 1978-04 | $49,766 |
| 6 | Essex Parents And Teachers Inc | 108 Main St, Centerbrook, CT 06409-1005 | CT | 1993-08 | $80,639 |
| 7 | Essex Veterans Memorial Hall Inc | PO BOX 142, Centerbrook, CT 06409-0142 | CT | 1998-02 | $97,070 |
| 8 | Essex Winter Series Inc | PO BOX 383, Essex, CT 06426-0383 | CT | 1979-04 | $127,755 |
| 9 | Essex Yacht Club Inc | 13 Novelty Ln, Essex, CT 06426-1121 | CT | 1954-02 | $1,748,938 |
| 10 | Estate And Business Planningcouncil Of Hartford Inc | 95 West St, Rocky Hill, CT 06067-3546 | CT | 1981-01 | $41,483 |
| 11 | Estate Of Benjamin B Lewis, Koehler Herbert G Co-Ttee | 86 Crown St, Trumbull, CT 06611-3102 | CT | $522,277 | |
| 12 | Estate Planning Council Of Lower Fairfield County Inc | PO BOX 3227, Stamford, CT 06905-0227 | CT | $30,195 | |
| 13 | Esteemed Woman Foundation Inc | 9 Mott Ave Ste 308, Norwalk, CT 06850-3359 | CT | 2000-08 | $229,867 |
| 14 | Esther S Kramer Foundation Inc | 170 Mason, Greenwich, CT 06830-6644 | CT | 1964-03 | $361,828 |
| 15 | Estuary Council Of Seniors Inc | 220 Main St, Old Saybrook, CT 06475-5300 | CT | 1975-05 | $1,048,408 |
| 16 | Ethel & Abe Lapides Foundation Inc | 261 Bradley Street, New Haven, CT 06510-1110 | CT | 1948-08 | $731,370 |
| 17 | Ethel Walker Charitable & Educational Foundation | 230 Bushy Hill Rd, Simsbury, CT 06070-2637 | CT | 1947-02 | $276,226 |
| 18 | Ethnic Historical Archives Center Of New Haven Inc | 270 Fitch St, New Haven, CT 06515-1304 | CT | 1993-06 | $33,791 |
| 19 | Eugene A And Suzanne H Gorab Foundation | 2 Post Rd W, Westport, CT 06880-4203 | CT | 2001-05 | $475,295 |
| 20 | Eugene Atwood Fund | PO BOX 270, New London, CT 06320-0270 | CT | 1999-03 | $1,060,972 |
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