Marjorie J Way Tr Fbo Uvm Faculty, People United Bank 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
| Marjorie J Way Tr Fbo Uvm Faculty, People United Bank | |
| Employer Identification Number (EIN) | 036053976 |
| Name of Organization | Marjorie J Way Tr Fbo Uvm Faculty |
| Secondary Name | People United Bank |
| In Care of Name | Wealth Management |
| Address | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $237,738 |
| Amount of Income | $132,972 |
| Form 990 Revenue Amount | $8,612 |
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 | $20,763 | $20,490 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $6,933 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $273 | |||
| Other | $13,557 | |||
| Total expenses and disbursements | $18,946 | $3,903 | $0 | $14,036 |
| Compensation of officers, directors, trustees, etc. | $4,258 | |||
| Total operating and administrative expenses | $5,336 | $3,903 | $426 | |
| Contributions, gifts, grants paid | $13,610 | |||
| Excess of revenue over expenses and disbursements | $1,817 | |||
| Net investment income | $16,587 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $233,444 | $271,917 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $92,442 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $132,011 | |
| Other | $8,991 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $233,444 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $13,557 |
| 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 | $332 |
| Total credits and payments | $108 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $108 |
| 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 | $224 |
| 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 | $271,799 |
| Net value of noncharitable-use assets | $267,720 |
| Minimum investment return | $13,386 |
| Distributable Amount (for 2012) | |
| Distributable amount | $13,054 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $13,054 |
| 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 | Martha Washington Straus-Harry H Straus Foundation Inc | 10 Skyline Ln, Stamford, CT 06903-2916 | CT | 1955-01 | $335,505 |
| 2 | The Davis Foundation Inc | PO BOX 1080, Greens Farms, CT 06838-1080 | CT | 1987-04 | $315,650 |
| 3 | Mcinerney Family Foundation | 274 Riverside Avenue 2nd Floor, Westport, CT 06880-4808 | CT | 1998-06 | $428,301 |
| 4 | Medical Spa Society Inc | 500 East Main Street Suite 216, Branford, CT 06405 | CT | 2006-04 | $0 |
| 5 | Melissa Flanders Nickel Fund Inc | C/O 65 Keelers Ridge, Wilton, CT 06897 | CT | 1987-06 | $29,427 |
| 6 | Melvin And Sylvia Kafka Foundation Inc | 425 Kings Hwy E, Fairfield, CT 06825-4852 | CT | 1963-08 | $37,804 |
| 7 | Machine Printers And Engravers Association Of The United States | 57 Ravenelle Rd, N Grosvenordl, CT 06255-2014 | CT | 1945-05 | $917,994 |
| 8 | Meeting Professionals International, Eastern Great Lakes | PO BOX 133, Norwalk, CT 06856-0133 | CT | $95,203 | |
| 9 | Marion Batchelder Trust 378 Fbo Mchv Et Al | 850 Main St 13th Fl, Bridgeport, CT 06604-4917 | CT | $73,133 | |
| 10 | Marion H Ware Trust 120343868 Fbo, Charities | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 | CT | $99,444 | |
| 11 | Marjorie J Way Tr Fbo Uvm Faculty, People United Bank | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 | CT | $132,972 | |
| 12 | Marjorie S Way Tr Fbo Kurn Hattin Homes, People United Bank | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 | CT | $6,976 | |
| 13 | Mary H & Erwin S Whitcomb Tr Uw Fbo Rockingham Meml Hosp Inc | 850 Main St 13th Fl, Bridgeport, CT 06604-4917 | CT | $53,134 | |
| 14 | Max Y Seaton Memorial Tr Ua | 850 Main, Bridgeport, CT 06604-4917 | CT | 1998-01 | $199,722 |
| 15 | Mental Health Assn Of Connecticut Inc | 61 South Main Street Ste 100, West Hartford, CT 06107-2486 | CT | 1963-07 | $11,739,937 |
| 16 | Meow Inc | PO BOX 999, Litchfield, CT 06759-0999 | CT | 1992-01 | $260,902 |
| 17 | Mercy And Truth Ministries Inc | 7 Del Mar Dr, Brookfield, CT 06804-2401 | CT | 2002-10 | $20,090 |
| 18 | Mercy Center Incorporated | 167 Neck Rd, Madison, CT 06443-2725 | CT | 1946-03 | $1,545,992 |
| 19 | Mercy Community Health Inc | 2021 Albany Ave, West Hartford, CT 06117-2789 | CT | 1946-03 | $1,765,115 |
| 20 | Mercy Community Homecare Services Inc | 2021 Albany Ave, West Hartford, CT 06117 | CT | 1946-03 | $0 |
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