John J Flynn Tr Estate 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
| John J Flynn Tr Estate | |
| Employer Identification Number (EIN) | 030122698 |
| Name of Organization | John J Flynn Tr Estate |
| In Care of Name | Chittenden Trust Company Ttee |
| Address | 850 Main St 13th Flr, Bridgeport, CT 06604-4917 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | Charitable Organization |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $5,318,785 |
| Amount of Income | $2,844,028 |
| Form 990 Revenue Amount | $230,534 |
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 | $492,313 | $491,879 | $4,000 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $146,429 | |||
| Gross rents | $4,000 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $434 | |||
| Other | $341,450 | |||
| Total expenses and disbursements | $316,508 | $43,843 | $0 | $269,873 |
| Compensation of officers, directors, trustees, etc. | $32,691 | |||
| Total operating and administrative expenses | $49,904 | $43,843 | $3,269 | |
| Contributions, gifts, grants paid | $266,604 | |||
| Excess of revenue over expenses and disbursements | $175,805 | |||
| Net investment income | $448,036 | |||
| Adjusted net income | $4,000 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,914,799 | $5,447,516 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $780,351 | |
| Investments-corporate stock | $1,791,949 | |
| Investments-corporate bonds | $155,714 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,895,129 | |
| Other | $291,656 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $4,914,799 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $341,450 |
| 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 | $4,480 |
| Total credits and payments | $1,892 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,892 |
| 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 | $2,588 |
| 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 | $5,327,077 |
| Net value of noncharitable-use assets | $5,247,180 |
| Minimum investment return | $262,359 |
| Distributable Amount (for 2012) | |
| Distributable amount | $257,879 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $257,879 |
| 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 | Joseph J Grano Jr Scholarship Foundation | 677 Washington Blvd, Stamford, CT 06901-3707 | CT | 2004-04 | $345 |
| 2 | International Society Of Political Psychology Inc | 89 Bundy Ln, Storrs, CT 06268-2218 | CT | 1979-04 | $504,791 |
| 3 | Isaac Herman Zacharia Foundation | PO BOX 4512, Greenwich, CT 06831 | CT | 2012-02 | $2,001,881 |
| 4 | Jerrold And Sally Fine Foundation Inc | 26 Giles Hill Rd, Redding, CT 06896-2510 | CT | 1987-06 | $91,408 |
| 5 | John Sommers Memorial Educational Foundation Inc | 198 Bridle Path Lane, New Canaan, CT 06840 | CT | 2007-08 | $5 |
| 6 | Jack And Tricia Ryan Family Foundation | 7 Juniper Rd, Darien, CT 06820-5707 | CT | 2008-07 | $268,402 |
| 7 | Iyl Foundation Inc | 24 Lower Crossing Rd, Greenwich, CT 06831 | CT | 2001-12 | $56,536 |
| 8 | International Society Of Sustainability Professionals | 99 Pratt St Ste 200, Hartford, CT 06103-1628 | CT | 2009-08 | $225,459 |
| 9 | John P Kinsley Tr Uw 211-150038541614, Auclair Randolph Etal Ttees | 1320 Litchfield Tpke, New Hartford, CT 06057-3314 | CT | $10,354 | |
| 10 | Janet Stone Jones Foundation | 1290 E Main Street-3rd Floor, Stamford, CT 06902-3555 | CT | 1979-06 | $708,817 |
| 11 | John J Flynn Tr Estate | 850 Main St 13th Flr, Bridgeport, CT 06604-4917 | CT | $2,844,028 | |
| 12 | Kaman Club Of Bloomfield Inc | PO BOX 1, Bloomfield, CT 06002-0001 | CT | 1976-09 | $73,787 |
| 13 | Kanarek Family Foundation | 5 Cliff Rd, Greenwich, CT 06830-6706 | CT | 2007-01 | $146,250 |
| 14 | Kangaroos Korner Inc | PO BOX 668, Watertown, CT 06795-0668 | CT | 1997-12 | $508,748 |
| 15 | Kappa Alpha Theta Fraternity, Gamma Zeta | Husky Village Bldg A2, Storrs Mansfield, CT 06269-0001 | CT | 1940-10 | $0 |
| 16 | Karen Emergency Relief Fund Inc | 26 Colony Rd, East Lyme, CT 06333 | CT | 1998-12 | $0 |
| 17 | Karen Katen Foundation, Elwood Davis Ttee | PO BOX 2630, Westport, CT 06880-0630 | CT | 2007-06 | $425,170 |
| 18 | Karp Family Foundation | 80 Main St, New Canaan, CT 06840-4765 | CT | 2008-10 | $118,828 |
| 19 | Katherine Bakeless Wildflower & Nature Preserve Inc, Nichols Ralph Ttee | 255 Bank St, Seymour, CT 06483-2740 | CT | 1993-06 | $12,112 |
| 20 | Katherine K Mclane And Henry K Mclane Charitable Tr, Mclane Henry R Iii Et Al Ttee | 1 Constitution Pl, Hartford, CT 06103-1803 | CT | 2004-03 | $1,525,423 |
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