Lucien B & Katherine E Price Foundation Inc in Manchester, 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
Lucien B & Katherine E Price Foundation Inc | |
Employer Identification Number (EIN) | 066068868 |
Name of Organization | Lucien B & Katherine E Price Foundation Inc |
Address | PO BOX 790, Manchester, CT 06045-0790 |
Activities | Other school related activities, Gifts, grants, or loans to other organizations, Gifts or grants to individuals (other than scholarships) |
Subsection | Charitable Organization, Educational Organization, Literary Organization |
Ruling Date | 02/1940 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $1,000,000 to $4,999,999 |
Income | $1,000,000 to $4,999,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $4,183,782 |
Amount of Income | $1,533,651 |
Form 990 Revenue Amount | $289,928 |
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 | $343,901 | $341,901 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $2 | |||
Dividends and interest from securities | $132,787 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $2,000 | |||
Other | $209,112 | |||
Total expenses and disbursements | $303,377 | $37,652 | $0 | $263,462 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $73,377 | $37,652 | $33,462 | |
Contributions, gifts, grants paid | $230,000 | |||
Excess of revenue over expenses and disbursements | $40,524 | |||
Net investment income | $304,249 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $3,956,703 | $4,637,879 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $537,625 | |
Investments-corporate stock | $2,629,476 | |
Investments-corporate bonds | $364,626 | |
Investments-mortgage loans | $0 | |
Investments-other | $383,799 | |
Other | $41,177 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $3,956,703 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $209,112 |
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 | $3,042 |
Total credits and payments | $4,000 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $4,000 |
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 | $0 |
Overpayment | $958 |
Amount to be credited to 2013 estimated tax | $958 |
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 | $4,536,216 |
Net value of noncharitable-use assets | $4,468,180 |
Minimum investment return | $223,409 |
Distributable Amount (for 2012) | |
Distributable amount | $220,367 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $220,367 |
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 | Liz Milwe Inc | Po Box 2237, Westport, CT 06880 | CT | 1980-12 | $0 |
2 | Louis J And June E Kay Foundation | C/O Salomon 85 Old Long Ridge Rd A4, Stamford, CT 06903 | CT | 2008-07 | $1,288,858 |
3 | Lon A Smith Family Foundation, Lowndes A Smith Ttee | 62 Little Stannard Beach Rd, Westbrook, CT 06498-2082 | CT | 2001-10 | $3,800 |
4 | Laura Eldridge Hospital Association | PO BOX 810, Wilton, CT 06897-0810 | CT | 1945-01 | $264,192 |
5 | Lka I, Lettonia | 12 Bailey Ct, Farmington, CT 06032-4411 | CT | 1986-06 | $11,001 |
6 | Malibu Mirage Owners & Pilots Association Inc, Caauwe Russ | 315 Elm St, New Canaan, CT 06840-5317 | CT | 1995-12 | $482,022 |
7 | Low Road Foundation | PO BOX 642, Sharon, CT 06069-0642 | CT | 2004-12 | $377,782 |
8 | Lower Naugatuck Valley Parent Child Resource Center Inc | 30 Elizabeth St, Derby, CT 06418-1802 | CT | 1975-12 | $2,430,489 |
9 | Loyola Development Corporation | 515 S Main St, Waterbury, CT 06706-1019 | CT | 2009-05 | $305,537 |
10 | Lt Jon C Ladda Memorial Foundation Inc, Ladda Shawn M Pres | 7 Gillette Way, Farmington, CT 06032-1054 | CT | 2000-03 | $9 |
11 | Lucien B & Katherine E Price Foundation Inc | PO BOX 790, Manchester, CT 06045-0790 | CT | 1940-02 | $1,533,651 |
12 | Lucinda Foundation Ltd | 209 W Lyon Farm Dr, Greenwich, CT 06831-4353 | CT | 2007-01 | $381,043 |
13 | Lucy Pang Yoa Chang Foundation | 134 East Ave, Norwalk, CT 06851-5714 | CT | 1987-06 | $12 |
14 | Lucy Robbins Welles Library Inc | 95 Cedar St, Newington, CT 06111-2603 | CT | 1960-04 | $47,903 |
15 | Lukaj Foundation Inc | Four Landmark Square, Stamford, CT 06901-2502 | CT | 2002-08 | $40,450 |
16 | Lulac Head Start Inc | 250 Cedar St, New Haven, CT 06519-1632 | CT | 1988-07 | $5,559,039 |
17 | Lurito Family Foundation | 15 Stoney Wylde Ln, Greenwich, CT 06830-3408 | CT | 2000-03 | $55,524 |
18 | Ascentria Care Alliance Inc, Lutheran Home Of Southbury Inc | 990 Main St N, Southbury, CT 06488-1267 | CT | 1983-09 | $10,845,455 |
19 | Ascentria Care Alliance Inc | 624 Congdon Street West, Middletown, CT 06457-1967 | CT | 1983-09 | $689,150 |
20 | Ascentria Care Alliance Inc, Lutheran Assisted Living At Middlet | 628 Congdon Street West, Middletown, CT 06457-7939 | CT | 1983-09 | $1,006,427 |
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