Gertrude F Hotchkiss 1947 Tr in Torrington, 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
| Gertrude F Hotchkiss 1947 Tr | |
| Employer Identification Number (EIN) | 066028545 |
| Name of Organization | Gertrude F Hotchkiss 1947 Tr |
| In Care of Name | Torrington Savings Bank |
| Address | PO BOX 478, Torrington, CT 06790-0478 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 12/1970 |
| Deductibility | Contributions are not deductible |
| 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 | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $401,438 |
| Amount of Income | $22,308 |
| Form 990 Revenue Amount | $-1,121 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $20,415 | $20,415 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $13,495 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $12 | |||
| Other | $6,908 | |||
| Total expenses and disbursements | $25,065 | $2,313 | $0 | $22,636 |
| Compensation of officers, directors, trustees, etc. | $3,172 | |||
| Total operating and administrative expenses | $4,565 | $2,313 | $2,136 | |
| Contributions, gifts, grants paid | $20,500 | |||
| Excess of revenue over expenses and disbursements | $-4,650 | |||
| Net investment income | $18,102 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $414,674 | $453,149 |
| 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 | $414,674 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $414,674 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $6,908 |
| 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 | $181 |
| Total credits and payments | $120 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $120 |
| 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 | $61 |
| 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 | $452,637 |
| Net value of noncharitable-use assets | $445,840 |
| Minimum investment return | $22,292 |
| Distributable Amount (for 2012) | |
| Distributable amount | $22,111 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $22,111 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $18,461 |
| 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 | Georges Family Foundation Inc | 200 Railroad Ave, Greenwich, CT 06830-6384 | CT | 1999-07 | $15,412 |
| 2 | Georgescu Family Foundation | PO BOX 2630, Westport, CT 06880-0630 | CT | 2000-08 | $580,023 |
| 3 | Georgetown Volunteer Fire Company No 1 Inc | PO BOX 544, Georgetown, CT 06829-0544 | CT | 2015-02 | $21,841 |
| 4 | Gerard And Wanda Brunet Foundation | 290 Salem Tpke, Norwich, CT 06360-6456 | CT | 2002-05 | $179,816 |
| 5 | German School Of Connecticut Inc | 1010 Washington, Stamford, CT 06901-2202 | CT | 1999-11 | $312,770 |
| 6 | German-American Society Of Bristol Inc | PO BOX 355, North Canton, CT 06059-0355 | CT | 1973-04 | $37,967 |
| 7 | Germania-Schwaben Society Inc | 416 Horace St, Bridgeport, CT 06610-1903 | CT | 1976-07 | $243,498 |
| 8 | Gerrity Foundation Charitable Tr | 2 Bittersweet Trl, Norwalk, CT 06853-1201 | CT | 2007-06 | $24,300 |
| 9 | Gerry And Franca Mulligan Foundation Inc | 65 Jesup Rd, Westport, CT 06880-4312 | CT | 2001-07 | $1,126 |
| 10 | Gerry Fam Foundation Tr, Gerry Elbridge Iii Ttee | 342 Indian Rock Rd, New Canaan, CT 06840-3121 | CT | 2001-02 | $18,597 |
| 11 | Gertrude F Hotchkiss 1947 Tr | PO BOX 478, Torrington, CT 06790-0478 | CT | 1970-12 | $22,308 |
| 12 | Gertrude Flicker Gould Educational Foundation | PO BOX 320035, Fairfield, CT 06825-0035 | CT | 1998-08 | $0 |
| 13 | Gertz Meriden M C Of Connecticut Inc | 2 Woodside St, Burlington, CT 06013-2533 | CT | 1996-03 | $48,207 |
| 14 | Gesang & Declamation Club Inc | PO BOX 4, Vernon Rockvl, CT 06066-0004 | CT | 1943-02 | $200,499 |
| 15 | Gesell Institute Of Child Development Inc | 310 Prospect St, New Haven, CT 06511-2187 | CT | 1951-11 | $1,241,376 |
| 16 | Getabout Inc | PO BOX 224, New Canaan, CT 06840-0224 | CT | 1983-03 | $375,647 |
| 17 | Gethsemane Baptist Church Inc, 7512 | 570 Tower Ave, Bloomfield, CT 06002-3920 | CT | 1955-04 | $250,742 |
| 18 | Giammalva Family Foundation Inc | 30 Old Mill Rd, Greenwich, CT 06831-3346 | CT | 2008-04 | $268 |
| 19 | Farm To Family Inc | 35 E Main St, Avon, CT 06001-3805 | CT | 1991-02 | $1,054,059 |
| 20 | Gilbert Family Foundation | 35 Vista Dr, Greenwich, CT 06830-7128 | CT | 2003-03 | $20,000 |
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