Everett H Wyman Trust B Memorial Fund in Bridgeport, 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
| Everett H Wyman Trust B Memorial Fund | |
| Employer Identification Number (EIN) | 030337672 |
| Name of Organization | Everett H Wyman Trust B Memorial Fund |
| In Care of Name | Chittenden Bank |
| Address | 850 Main St 13th Fl, Bridgeport, CT 06604-4917 |
| Activities | Gifts, grants, or loans to other organizations, Other health services |
| Subsection | Charitable Organization |
| Ruling Date | 08/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,236,059 |
| Amount of Income | $1,286,577 |
| Form 990 Revenue Amount | $70,315 |
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 | $48,180 | $47,500 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $35,488 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $680 | |||
| Other | $12,012 | |||
| Total expenses and disbursements | $78,464 | $13,044 | $0 | $63,344 |
| Compensation of officers, directors, trustees, etc. | $14,304 | |||
| Total operating and administrative expenses | $16,550 | $13,044 | $1,430 | |
| Contributions, gifts, grants paid | $61,914 | |||
| Excess of revenue over expenses and disbursements | $-30,284 | |||
| Net investment income | $34,456 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,098,337 | $1,249,374 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $116,791 | |
| Investments-corporate stock | $509,176 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $467,358 | |
| Other | $5,012 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,098,337 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $12,012 |
| 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 | $1,176 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,176 |
| 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 | $487 |
| 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 | $1,248,043 |
| Net value of noncharitable-use assets | $1,229,320 |
| Minimum investment return | $61,466 |
| Distributable Amount (for 2012) | |
| Distributable amount | $60,777 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $60,777 |
| 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 | Financial Executives International, New Jersey Chapter | PO BOX 478, Botsford, CT 06404-0478 | CT | 1966-05 | $136,575 |
| 2 | Evelyn Fraites Foundation Inc | 41 Hemlock Rdg, Weston, CT 06883-2000 | CT | 1985-04 | $3,553 |
| 3 | Evolution Dance Theater Inc, Evolution Dance Theater | 15 Columbine Ln, Norwalk, CT 06851-1903 | CT | 2007-11 | $75,701 |
| 4 | Financial Executives International, New York City Chapter | 511 Winnepoge Dr, Fairfield, CT 06825-2562 | CT | 1948-10 | $94,664 |
| 5 | Financial Planning Association, Fpa Of The Greater Hudson Valley | 175 S End Rd Unit A2, East Haven, CT 06512-4555 | CT | 2000-09 | $34,246 |
| 6 | Fire Island Association Inc | C/O Brash 32 Chapel Lane, Riverside, CT 06878 | CT | 1983-10 | $166,248 |
| 7 | Fisher Foundation Inc | 95 Glastonbury Blvd Ste 201, Glastonbury, CT 06033-4456 | CT | 1959-04 | $1,400,892 |
| 8 | Forum Health Holding Company Co Winter Harbor Llc | 6 Sandy Hill Terrace, Westport, CT 06880 | CT | 1998-12 | $0 |
| 9 | Firemens Protective Association | 3 Fleetwood Dr, Simsbury, CT 06070-1501 | CT | 1964-03 | $308,091 |
| 10 | Fellowship Of Christians In Universities And Schools Inc | PO BOX 1027, New Canaan, CT 06840-1027 | CT | 1971-10 | $3,255,922 |
| 11 | Everett H Wyman Trust B Memorial Fund | 850 Main St 13th Fl, Bridgeport, CT 06604-4917 | CT | 1993-08 | $1,286,577 |
| 12 | Family Foundation Works, Works Robert F Ttee | PO BOX 4004, Darien, CT 06820-1404 | CT | 1998-05 | $875 |
| 13 | Frank C & Vera L Corry Memorial Fund, Chittenden Trust Co Co Ttee | 850 Main St 13th Fl, Bridgeport, CT 06604-4917 | CT | 1995-03 | $1,078,867 |
| 14 | Friedland Foundation Inc | 100 Seaview Ave Unit 4g, Norwalk, CT 06855-2305 | CT | 1997-08 | $927 |
| 15 | Franklin Street Gallery Inc | 45 Franklin St, Stamford, CT 06901-1308 | CT | 2003-02 | $323,976 |
| 16 | Fraternal Order Of Eagles, 579 Aerie | 688 Main St, Stamford, CT 06901-2111 | CT | 1991-08 | $408,961 |
| 17 | Fraternal Order Of Eagles, 588 Aerie | 6 Mott Ave, Norwalk, CT 06850-3307 | CT | 1991-08 | $387,619 |
| 18 | Fraternal Order Of Eagles, 640 Aerie | 388 High St, Naugatuck, CT 06770-4233 | CT | 1991-08 | $190,054 |
| 19 | Fraternal Order Of Eagles, 681 Aerie | 64 Stack St, Middletown, CT 06457-2266 | CT | 1991-08 | $304,480 |
| 20 | Fraternal Order Of Eagles, 974 Aerie | 222 Main St, Torrington, CT 06790-5201 | CT | 1991-08 | $128,809 |
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