Harvey Hubbell Foundation 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
Harvey Hubbell Foundation | |
Employer Identification Number (EIN) | 066078177 |
Name of Organization | Harvey Hubbell Foundation |
Address | 40 Waterview Dr, Shelton, CT 06484 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 08/1961 |
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 | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $214,281 |
Amount of Income | $473,028 |
Form 990 Revenue Amount | $403,541 |
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 | $449,526 | $279,526 | $279,526 | |
Contributions, gifts, grants, etc., received | $170,000 | |||
Interest on savings and temporary cash investments | $62 | |||
Dividends and interest from securities | $279,464 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $422,501 | $3,000 | $3,000 | $422,501 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $3,000 | $3,000 | $3,000 | |
Contributions, gifts, grants paid | $419,501 | |||
Excess of revenue over expenses and disbursements | $27,025 | |||
Net investment income | $276,526 | |||
Adjusted net income | $276,526 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $223,902 | $10,777,843 |
Cash - non-interest-bearing | $75,102 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $148,800 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Total liabilities | $3,000 | |
Mortgages and other notes payable | $0 | |
Other | $3,000 | |
Total liabilities and net assets/fund balances | $220,902 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
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 | $5,531 |
Total credits and payments | $3,337 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,337 |
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 | $2,194 |
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? | 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 | $10,364,170 |
Net value of noncharitable-use assets | $10,208,700 |
Minimum investment return | $510,435 |
Distributable Amount (for 2012) | |
Distributable amount | $504,904 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $504,904 |
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 | Hartford Youth Peace Initiative Inc | 155 Wyllys St, Hartford, CT 06106-1957 | CT | 1998-05 | $173,157 |
2 | Hartford Youth Scholars Foundation Inc | 133 Allen Pl, Hartford, CT 06106-3103 | CT | 2006-05 | $483,299 |
3 | Hartland Land Trust Inc | Po Box 12, East Hartland, CT 06027 | CT | 2007-10 | $58,032 |
4 | Hartley Film Foundation Inc | 49 Richmondville Ave Ste 204, Westport, CT 06880-2050 | CT | 1982-01 | $1,231,090 |
5 | Hartmann Family Foundation | 300 Tallwood Dr, Vernon, CT 06066-5932 | CT | 1998-02 | $40 |
6 | Hartnett Foundation | 385 South St, Middlebury, CT 06762-3523 | CT | 2008-09 | $217,870 |
7 | Harugari Singing Society Incorporated | 66 Highland St, W Haven, CT 06516-3619 | CT | 1952-10 | $82,958 |
8 | Harvard Business School Club Of Connecticut Community Partners | 21 Branch Lane, Stamford, CT 06903 | CT | 2005-11 | $20,482 |
9 | Harvard Club Of Fairfield County Inc | 12 Lamplight Ln, Westport, CT 06880 | CT | 1976-08 | $28,308 |
10 | Harvard Club Of Southern Conn | C/O Jennifer Tate 26 Blake Street, Ivoryton, CT 06442 | CT | 1978-09 | $373,103 |
11 | Harvey Hubbell Foundation | 40 Waterview Dr, Shelton, CT 06484 | CT | 1961-08 | $473,028 |
12 | Harwinition Agriculturl Society | 22 Hillside Rd, Harwinton, CT 06791-2517 | CT | 1984-07 | $140,370 |
13 | Harwinton Ambulance Association Inc, Harwinton Ambulance | PO BOX 165, Harwinton, CT 06791-0165 | CT | 2003-01 | $293,126 |
14 | Harwinton Land Conservation Trust Inc | PO BOX 113, Harwinton, CT 06791-0113 | CT | 1973-06 | $9,588 |
15 | Harwinton Volunteer Fire Department Incorporation | 158 Burlington Rd, Harwington, CT 06791-2008 | CT | 2003-12 | $129,310 |
16 | Harwinton West Side Vol Fire Dept | 199 Scoville Hill Rd, Harwinton, CT 06791-1612 | CT | 2000-06 | $124,168 |
17 | Hascoe Charitable Foundation | 24 Field Point Rd, Greenwich, CT 06830-5338 | CT | 2002-06 | $74,563 |
18 | Haskins Laboratories Inc | 300 George St, New Haven, CT 06511-6624 | CT | 1940-10 | $6,503,434 |
19 | Hastings Foundation Inc | 23 Old Kings Hwy S, Darien, CT 06820-4541 | CT | 2007-05 | $1,499,960 |
20 | Hat City Music Theater Inc | 25 Hamilton Drive, Danbury, CT 06811 | CT | 2002-07 | $27,519 |
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