Horace Hurlbutt Memorial Fund Trust 2815030414 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
| Horace Hurlbutt Memorial Fund Trust 2815030414 | |
| Employer Identification Number (EIN) | 066035912 |
| Name of Organization | Horace Hurlbutt Memorial Fund Trust 2815030414 |
| In Care of Name | Peoples United Bank |
| Address | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 |
| Activities | 4947(a)(2) trust |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 12/1970 |
| 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 | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $460,900 |
| Amount of Income | $71,552 |
| Form 990 Revenue Amount | $12,668 |
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 | $20,883 | $20,883 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $8 | |||
| Dividends and interest from securities | $15,500 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $5,375 | |||
| Total expenses and disbursements | $35,987 | $5,496 | $0 | $30,345 |
| Compensation of officers, directors, trustees, etc. | $5,631 | |||
| Total operating and administrative expenses | $10,987 | $5,496 | $5,345 | |
| Contributions, gifts, grants paid | $25,000 | |||
| Excess of revenue over expenses and disbursements | $-15,104 | |||
| Net investment income | $15,387 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $488,708 | $605,139 |
| Cash - non-interest-bearing | $295 | |
| Investments-U.S. and state government obligations | $31,632 | |
| Investments-corporate stock | $222,172 | |
| Investments-corporate bonds | $74,823 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $105,158 | |
| Other | $54,628 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $488,708 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $5,375 |
| 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 | $308 |
| Total credits and payments | $200 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $200 |
| 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 | $108 |
| 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 | $607,778 |
| Net value of noncharitable-use assets | $598,660 |
| Minimum investment return | $29,933 |
| Distributable Amount (for 2012) | |
| Distributable amount | $30,125 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $30,125 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $20,834 |
| 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 | Hope For New Haven Inc | 1 Long Wharf Dr Ste 226, New Haven, CT 06511-5991 | CT | 2001-10 | $652,696 |
| 2 | Hope For Poor Children Foundationincorporated | 25 Carrington Dr, Greenwich, CT 06831-3119 | CT | 2006-10 | $1,476,395 |
| 3 | Hope Homes International Inc | PO BOX 1085, Weston, CT 06883-0085 | CT | 2002-06 | $137,506 |
| 4 | Hope Partnership Inc | 191 Main St, Old Saybrook, CT 06475-2392 | CT | 2006-02 | $85,595 |
| 5 | Hope Works | 90 N Main St, West Hartford, CT 06107-1924 | CT | 1977-03 | $99,935 |
| 6 | Hopeline Womens Center Inc | 13 Rose St, Danbury, CT 06810-5809 | CT | 1992-11 | $549,821 |
| 7 | Hopewell School Parent Teacher Organization, Pto | 1068 Chestnut Hill Rd, S Glastonbury, CT 06073-2605 | CT | 2001-10 | $66,565 |
| 8 | Hopmeadow Nursery School Inc | PO BOX 534, Simsbury, CT 06070-0534 | CT | 1987-07 | $183,072 |
| 9 | Horace Bushnell Congregate Homes Inc | 51 Vine Street No 5a, Hartford, CT 06112-2205 | CT | 1981-01 | $1,128,973 |
| 10 | Horace Bushnell Management Resources Inc | 151 New Park Avenue 5a, Hartford, CT 06106 | CT | 1988-04 | $0 |
| 11 | Horace Hurlbutt Memorial Fund Trust 2815030414 | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 | CT | 1970-12 | $71,552 |
| 12 | Horace Wells Trust Fund Inc | 100 Sherman St, Norwich, CT 06360-4106 | CT | 1963-07 | $55,826 |
| 13 | Hord Foundation Endowment Charitable Tr, Weeden Donald E Ttee | 601 Village Sq, Danbury, CT 06810-1606 | CT | 1999-08 | $3,042 |
| 14 | Horizon Communications Incorporated, Horizon International Horizon International Solutions | Yale University Dept Of Biology P O, New Haven, CT 06520-8103 | CT | 1987-03 | $15,000 |
| 15 | Horizons National Student Enrichment Program Inc | 120 Post Rd W, Westport, CT 06880-4206 | CT | 1997-02 | $1,301,050 |
| 16 | Horowitz Family Foundation Trust | 10 Deer Meadow Ln, Stamford, CT 06903-1528 | CT | 2008-12 | $411,896 |
| 17 | Horse Of Connecticut Inc | Wilbur Road, New Preston, CT 06776 | CT | 1985-09 | $164,552 |
| 18 | Horsemens Distress Fund Inc | 236 Henry Sanford Rd, Bridgewater, CT 06752-1224 | CT | 2005-10 | $513,081 |
| 19 | Hortulus Inc, Hortulus | PO BOX 4666, Greenwich, CT 06831-0412 | CT | 1967-06 | $39,068 |
| 20 | Hosanna Ministry Inc | PO BOX 3371, Bridgeport, CT 06605-0371 | CT | 1983-10 | $144,204 |
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