Joyce Hergenhan Private Foundation, Hergenhan Joyce Ttee in Fairfield, 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
- Organizations performing similar types of work
| Joyce Hergenhan Private Foundation, Hergenhan Joyce Ttee | |
| Employer Identification Number (EIN) | 061519008 |
| Name of Organization | Joyce Hergenhan Private Foundation |
| Secondary Name | Hergenhan Joyce Ttee |
| Address | 715 Sasco Hill Rd, Fairfield, CT 06824-6376 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,646,234 |
| Amount of Income | $885,300 |
| Form 990 Revenue Amount | $420,302 |
| National Taxonomy of Exempt Entities (NTEE) | Human Services - Multipurpose and Other: Gift Distribution |
Non-representatives - add comments:
Amount of income in 2013: $885,300 (it was $817,020 in 2012)
| This organization: | $885,300 |
| Other organizations performing similar types of work: | $78,142 |
Assets in 2013: $3,646,234 (it was $3,410,121 in 2012)
| Joyce Hergenhan Private Foundation, Hergenhan Joyce Ttee: | $3,646,234 |
| Other organizations performing similar types of work: | $101,276 |
Expenses in 2012: $169,561
| Joyce Hergenhan Private Foundation, Hergenhan Joyce Ttee: | $169,561 |
| Other organizations performing similar types of work: | $62,764 |
Income to expenses ratio in 2012: 5.2
| Joyce Hergenhan Private Foundation, Hergenhan Joyce Ttee: | 5.2 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 82.0%
| Joyce Hergenhan Private Foundation, Hergenhan Joyce Ttee: | 82.0% |
| Other organizations performing similar types of work: | 99.1% |
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 | $366,556 | $146,536 | $0 | |
| Contributions, gifts, grants, etc., received | $300,751 | |||
| Interest on savings and temporary cash investments | $68,659 | |||
| Dividends and interest from securities | $77,877 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $169,561 | $4,500 | $0 | $162,500 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $7,061 | $4,500 | $0 | |
| Contributions, gifts, grants paid | $162,500 | |||
| Excess of revenue over expenses and disbursements | $196,995 | |||
| Net investment income | $142,036 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,410,121 | $4,297,587 |
| Cash - non-interest-bearing | $20,143 | |
| Investments-U.S. and state government obligations | $261,017 | |
| Investments-corporate stock | $2,362,024 | |
| Investments-corporate bonds | $645,989 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $120,948 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,410,121 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-80,731 |
| 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 | $2,841 |
| Total credits and payments | $1,240 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,240 |
| 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 | $1 |
| Tax due | $1,602 |
| 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 | $4,059,089 |
| Net value of noncharitable-use assets | $3,998,200 |
| Minimum investment return | $199,910 |
| Distributable Amount (for 2012) | |
| Distributable amount | $197,069 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $197,069 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $196,828 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Joyce Hergenhan Private Foundation, Hergenhan Joyce Ttee | 715 Sasco Hill Rd, Fairfield, CT 06824-6376 | CT | 1998-08 | $885,300 |
| 2 | Wwki-We Care Inc | 519 N Main St, Kokomo, IN 46901-4661 | IN | 1988-06 | $597,367 |
| 3 | The Jose M Garcia Foundation Inc | 851 Franklin Lakes Road, Franklin Lakes, NJ 07417-2242 | NJ | 1995-12 | $559,486 |
| 4 | The Western Pennsylvania Chapter Of The National Hemophilia Foundation | 20411 Route 19 Unit 14, Cranberry Twp, PA 16066-7512 | PA | 1997-08 | $443,022 |
| 5 | Tender Loving Care Ministries Inc | 9313 Falls Bridge Ln, Potomac, MD 20854-3951 | MD | 1992-05 | $298,224 |
| 6 | Santa Claus Anonymous Incorporated | PO BOX 28385, Baltimore, MD 21234-8385 | MD | 1950-07 | $271,770 |
| 7 | Cardinal Kung Foundation Inc, Joseph Kung - Pres | 185 Echo Hill Dr, Stamford, CT 06903-1015 | CT | 1992-08 | $234,202 |
| 8 | Santa Claus Incorporated Of Greater San Bernardino | 824 E 6th St, Sn Bernrdno, CA 92410-4509 | CA | 1957-07 | $181,894 |
| 9 | Ruth Lyons Childrens Fund | 1700 Young St, Cincinnati, OH 45202-6821 | OH | 1976-11 | $176,684 |
| 10 | Sella Foundation 1994 Tr, Sella George J Jr & Janet M Ttee | PO BOX 397, Newton, NJ 07860-0397 | NJ | 1995-10 | $164,819 |
| 11 | United Churches Assistance Network Inc, Ucan | PO BOX 1103, Cockeysville, MD 21030-6103 | MD | 1998-12 | $158,646 |
| 12 | Santa For The Very Poor Inc | 2321 Legacy Dr, Aurora, IL 60502-1379 | IL | 1965-11 | $141,914 |
| 13 | Womens Advisory Council Of The Institute Of Logopedics | 8700 E 29th N, Wichita, KS 67226 | KS | 1979-05 | $117,472 |
| 14 | Times-Picayune Doll And Toy Fund And Christmas Gift Fund | 3800 Howard Ave, New Orleans, LA 70125-1429 | LA | 1959-01 | $117,060 |
| 15 | Santas Helpers Anonymous Inc | 14411 Cooper Rd, Phoenix, MD 21131-1307 | MD | 1996-12 | $99,782 |
| 16 | Waukesha County Christmas Clearing Council Inc | PO BOX 34, Waukesha, WI 53187-0034 | WI | 1979-03 | $89,701 |
| 17 | The Angel Connection Inc | PO BOX 496, Mt Freedom, NJ 07970-0496 | NJ | 1992-11 | $75,495 |
| 18 | Tommy Toy Fund Inc | 10 Railroad Ave, Norwich, CT 06360-5829 | CT | 1976-05 | $69,408 |
| 19 | Valley Santa Inc | 69 Public Square 11th Floor, Wilkes Barre, PA 18701-2503 | PA | 1985-05 | $69,179 |
| 20 | John M Moriarty Elementery School Parent -Teacher Organization | 20 Lawler Ln, Norwich, CT 06360-1750 | CT | 1998-01 | $17,283 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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