Frederick R Bauer Fund in Lakeville, 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
| Frederick R Bauer Fund | |
| Employer Identification Number (EIN) | 066032984 |
| Name of Organization | Frederick R Bauer Fund |
| In Care of Name | Stuyvesant K Bearns |
| Address | PO BOX 1784, Lakeville, CT 06039-1784 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 01/1956 |
| 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 | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $327,380 |
| Amount of Income | $87,929 |
| Form 990 Revenue Amount | $12,394 |
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 | $23,912 | $23,875 | $15,861 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $15,822 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $37 | |||
| Other | $8,051 | |||
| Total expenses and disbursements | $27,781 | $3,478 | $1,660 | $22,643 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $7,781 | $3,478 | $2,643 | |
| Contributions, gifts, grants paid | $20,000 | |||
| Excess of revenue over expenses and disbursements | $-3,869 | |||
| Net investment income | $20,397 | |||
| Adjusted net income | $14,201 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $345,066 | $552,876 |
| Cash - non-interest-bearing | $26,169 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $318,897 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $345,066 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $8,051 |
| 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 | $408 |
| Total credits and payments | $408 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $250 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $158 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | Yes |
| 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 | $555,502 |
| Net value of noncharitable-use assets | $547,160 |
| Minimum investment return | $27,358 |
| Distributable Amount (for 2012) | |
| Distributable amount | $26,950 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $26,950 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $26,950 |
| 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 | Fraternal Order Of Eagles, 579 Aerie | 688 Main St, Stamford, CT 06901-2111 | CT | 1991-08 | $408,961 |
| 2 | Fraternal Order Of Eagles, 588 Aerie | 6 Mott Ave, Norwalk, CT 06850-3307 | CT | 1991-08 | $387,619 |
| 3 | Fraternal Order Of Eagles, 640 Aerie | 388 High St, Naugatuck, CT 06770-4233 | CT | 1991-08 | $190,054 |
| 4 | Fraternal Order Of Eagles, 681 Aerie | 64 Stack St, Middletown, CT 06457-2266 | CT | 1991-08 | $304,480 |
| 5 | Fraternal Order Of Eagles, 974 Aerie | 222 Main St, Torrington, CT 06790-5201 | CT | 1991-08 | $128,809 |
| 6 | Fraternal Order Of Police, Connecticut State Lodge | 1 Grove Place Suite 301, New Britain, CT 06053 | CT | 1952-10 | $270,417 |
| 7 | Fraternal Order Of The Umbrella Inc | 700 Canal St, Stamford, CT 06902-5921 | CT | 1994-11 | $635,013 |
| 8 | Fred And Donna Nives Foundation, Nives Fred Ttee | 849 Lake Ave, Greenwich, CT 06831-3019 | CT | 2004-06 | $984,391 |
| 9 | Fred J Epstein Pediatric Carefoundation Inc | 18 Locust Rd, Greenwich, CT 06831-2544 | CT | 2009-01 | $5,167 |
| 10 | Fred R & Hazel W Carstensen Memorial Foundation Inc | 2 Corporate Dr Ste 212, Trumbull, CT 06611-1376 | CT | 1983-05 | $840,855 |
| 11 | Frederick R Bauer Fund | PO BOX 1784, Lakeville, CT 06039-1784 | CT | 1956-01 | $87,929 |
| 12 | Free Inside Inc | PO BOX 341, Glastonbury, CT 06033-0341 | CT | 2005-01 | $17,555 |
| 13 | French Businessmens Assoc Inc | PO BOX 1595, Bristol, CT 06011-1595 | CT | 1994-04 | $63,860 |
| 14 | French Model Council Club Inc | 1375 East St, New Britain, CT 06053-2136 | CT | 1943-11 | $72,948 |
| 15 | French Social Circle Building Association Incorporated | Po Box 280921, East Hartford, CT 06128 | CT | 1969-10 | $22,315 |
| 16 | French Social Club Inc | PO BOX 280921, East Hartford, CT 06128-0921 | CT | 1992-01 | $243,977 |
| 17 | Frenkel Family Foundation Inc | 328 Old Marlboro Turnpike, Portland, CT 06480 | CT | 2006-01 | $180,052 |
| 18 | Freunde Deutscher Sprache Inc | 95 Intervale Road Unit - 51, Stamford, CT 06905 | CT | 1987-05 | $2,280 |
| 19 | Friar Family Foundation Tr, Friar Timothy Ttee | 92 Lost District Dr, New Canaan, CT 06840-2004 | CT | 2001-01 | $1 |
| 20 | Friction Materials Standards, Institute Inc | 23 Woodland Rd, Madison, CT 06443-2315 | CT | 1951-03 | $377,976 |
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