Lewin Family Foundation in Orange, 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
| Lewin Family Foundation | |
| Employer Identification Number (EIN) | 020691130 |
| Name of Organization | Lewin Family Foundation |
| In Care of Name | Levitsky & Berney P C |
| Address | PO BOX 921, Orange, CT 06477-0921 |
| Subsection | Charitable Organization |
| Ruling Date | 04/2005 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| 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 | $5,865,761 |
| Amount of Income | $3,734,588 |
| Form 990 Revenue Amount | $455,923 |
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 | $219,604 | $181,741 | $0 | |
| Contributions, gifts, grants, etc., received | $37,863 | |||
| Interest on savings and temporary cash investments | $53 | |||
| Dividends and interest from securities | $82,415 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $36 | |||
| Other | $99,237 | |||
| Total expenses and disbursements | $353,937 | $113,419 | $0 | $240,518 |
| Compensation of officers, directors, trustees, etc. | $50,000 | |||
| Total operating and administrative expenses | $113,575 | $113,419 | $156 | |
| Contributions, gifts, grants paid | $240,362 | |||
| Excess of revenue over expenses and disbursements | $-134,333 | |||
| Net investment income | $68,322 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $5,392,664 | $5,735,217 |
| Cash - non-interest-bearing | $4,219 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $3,130,859 | |
| Other | $2,257,586 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $5,392,664 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $99,237 |
| 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 | $1,366 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $31 |
| Tax due | $1,397 |
| 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 | $4,515,588 |
| Net value of noncharitable-use assets | $4,447,860 |
| Minimum investment return | $222,393 |
| Distributable Amount (for 2012) | |
| Distributable amount | $221,027 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $221,027 |
| 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 | Leon N Lapine Charitable Residuary Trust Ua 6th Of Will 091585, Devito A M Jr & Kweskin S C Ttees | 46 Greenwood Ave, Darien, CT 06820-2401 | CT | $588,263 | |
| 2 | Leona J Ward Charitable Foundation | 28 N Main St, West Hartford, CT 06107-1971 | CT | 1999-07 | $51,453 |
| 3 | Leona J Ward Charitable Tr Fbo St Anthony Church, Ferraro Mark J Ttee | 28 N Main St, West Hartford, CT 06107-1971 | CT | 2001-03 | $62,752 |
| 4 | Leona J Ward Supporting Organization, Ferraro Mark J Ttee | 28 N Main St, West Hartford, CT 06107-1971 | CT | 2001-03 | $65,701 |
| 5 | Leopold Swergold Family Foundation | 299 Compo Rd S, Westport, CT 06880-6516 | CT | 1999-01 | $1 |
| 6 | Leslie Jayne Meoni Trust | 123 Bank St, Waterbury, CT 06702-2205 | CT | 1978-10 | $965 |
| 7 | Lester And Phyllis Foster Foundation | 716 Pudding Hill Rd, Hampton, CT 06247-1502 | CT | 2004-07 | $724,092 |
| 8 | Greenwich Community Projects Fund Inc | 293 Rowayton Ave, Rowayton, CT 06853-1023 | CT | 1992-12 | $120,693 |
| 9 | Levi E Coe Library Association | PO BOX 458, Middlefield, CT 06455-0458 | CT | 1960-10 | $305,430 |
| 10 | Levine Foundation Incorporated | PO BOX 960, Hartford, CT 06143-0960 | CT | 1947-10 | $21,972 |
| 11 | Lewin Family Foundation | PO BOX 921, Orange, CT 06477-0921 | CT | 2005-04 | $3,734,588 |
| 12 | Lewis G Schaeneman Jr Foundation, William Colwell Sec | 2319 Whitney Ave Ste 1d, Hamden, CT 06518-3534 | CT | 1995-09 | $2,081,402 |
| 13 | Lewis S Mills Scholarship Fund Inc | Po Box 1276, Burlington, CT 06013 | CT | 1989-07 | $0 |
| 14 | Lewtan Family Foundation Inc | 30 High St, Hartford, CT 06103-1904 | CT | 1983-11 | $8,058 |
| 15 | Lexi Fund | 28 Lockwood Dr, Old Greenwich, CT 06870-1923 | CT | 2003-02 | $36,686 |
| 16 | Vdare Foundation | 447 South St, Litchfield, CT 06759-4025 | CT | 2001-05 | $1,877,761 |
| 17 | Lhs Senior Party Committee Inc | 24 Gallup Hill Rd, Ledyard, CT 06339-1512 | CT | 1993-05 | $25,025 |
| 18 | Libby Foundation Inc | 1 Kings Hwy, Chester, CT 06412-1254 | CT | 2013-05 | $172 |
| 19 | Liberation Programs Inc | 129 Glover Ave, Norwalk, CT 06850-1345 | CT | 1971-06 | $8,912,213 |
| 20 | Liberty Bank Foundation | 1190 Silas Deane Hwy, Wethersfield, CT 06109-4304 | CT | 1997-06 | $13,323,593 |
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