Marion Gislason Obernauer Memorial Fund Tr Ua 011196, Obernauer Marne Jr Ttee in Stamford, 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
| Marion Gislason Obernauer Memorial Fund Tr Ua 011196, Obernauer Marne Jr Ttee | |
| Employer Identification Number (EIN) | 066422269 |
| Name of Organization | Marion Gislason Obernauer Memorial Fund Tr Ua 011196 |
| Secondary Name | Obernauer Marne Jr Ttee |
| In Care of Name | Cummings & Lockwood Jrm |
| Address | PO BOX 120, Stamford, CT 06904-0120 |
| Subsection | Charitable Organization |
| Ruling Date | 04/1996 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| 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 | $294,281 |
| Amount of Income | $74,706 |
| Form 990 Revenue Amount | $11,044 |
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 | $23,548 | $21,637 | $0 | |
| Contributions, gifts, grants, etc., received | $2,500 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $8,550 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $12,496 | |||
| Total expenses and disbursements | $26,025 | $7,409 | $0 | $18,616 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $10,025 | $7,409 | $2,616 | |
| Contributions, gifts, grants paid | $16,000 | |||
| Excess of revenue over expenses and disbursements | $-2,477 | |||
| Net investment income | $14,228 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $284,481 | $400,742 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $267,758 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $16,723 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $284,481 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $12,496 |
| 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 | $142 |
| Total credits and payments | $491 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $91 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $400 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $349 |
| Amount to be credited to 2013 estimated tax | $349 |
| 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 | $377,830 |
| Net value of noncharitable-use assets | $372,160 |
| Minimum investment return | $18,608 |
| Distributable Amount (for 2012) | |
| Distributable amount | $18,466 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $18,466 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $15,778 |
| 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 | Marie Whiting Frank Memorial Math Scholarship Fund | 7 Fan Nill Rd, Monroe, CT 06468-1847 | CT | 1987-06 | $392 |
| 2 | Marietta Museum Of Art & Whimsy Inc | 165 Prospect Ave, Guilford, CT 06437-3100 | CT | 2007-03 | $325,923 |
| 3 | Marilyn W Dugan Foundation Inc | 21 Mollbrook Dr, Wilton, CT 06897-4709 | CT | 1998-07 | $25,495 |
| 4 | Marine Cadets Of America Inc | 30 Woodward Ave, New Haven, CT 06512-3628 | CT | 1994-11 | $54,858 |
| 5 | Marine Corps League, Hardware City Det | PO BOX 788, New Britain, CT 06050-0788 | CT | 1946-07 | $33,702 |
| 6 | Marine Corps League, Lock City Detachment | PO BOX 2148, Stamford, CT 06906-0148 | CT | 1946-07 | $25,610 |
| 7 | Marine Corps League, Silver City Detatchment | 20 Clinton St, Meriden, CT 06450-4517 | CT | 1967-03 | $24,365 |
| 8 | Marine Environmental Education Foundation Inc | PO BOX 378, Old Saybrook, CT 06475-0378 | CT | 1996-05 | $30,000 |
| 9 | Marion Community Association Inc | Po Box 155, Marion, CT 06444 | CT | 2014-03 | $200 |
| 10 | Marion Foundation Inc | PO BOX 4004, Darien, CT 06820-1404 | CT | 2007-05 | $1,806,415 |
| 11 | Marion Gislason Obernauer Memorial Fund Tr Ua 011196, Obernauer Marne Jr Ttee | PO BOX 120, Stamford, CT 06904-0120 | CT | 1996-04 | $74,706 |
| 12 | Maris S Cuneo Foundation | 27 Old Hattertown Rd, Redding, CT 06896-2114 | CT | 2007-08 | $319,233 |
| 13 | Maritime Education Network | 303 W Elm St, Deep River, CT 06417-1637 | CT | 2000-03 | $145,264 |
| 14 | Marjorie J Baldwin Estate Tr Aka Mary Jewell Baldwin Fund | PO BOX 160, Tolland, CT 06084-0160 | CT | 1978-07 | $18,096 |
| 15 | Mark G And Susan Dion Strauss Family Foundation Inc | 234 Church St Ste 1001, New Haven, CT 06510-1800 | CT | 2000-02 | $5,000 |
| 16 | Mark Lane Housing Corp | PO BOX 9088, Waterbury, CT 06724-0088 | CT | 1994-07 | $117,119 |
| 17 | Mark Twain Hostel Inc | 131 Tremont Street, Hartford, CT 06105 | CT | 2001-02 | $40,701 |
| 18 | Mark Twain Library Assn Inc | Rt 53 Diamond Hill Rd, Redding, CT 06896 | CT | 1946-08 | $1,012,972 |
| 19 | Renee & Teds Big Heart Foundation | C/O Day Pitney One Canterbury Green, Stamford, CT 06901 | CT | 2008-09 | $79,363 |
| 20 | Marks Family Foundation | 3 Pondside Ct, Mystic, CT 06355-3124 | CT | 2001-01 | $185,085 |
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