Mary B Radwick Tr in Trumbull, 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
Mary B Radwick Tr | |
Employer Identification Number (EIN) | 066250532 |
Name of Organization | Mary B Radwick Tr |
In Care of Name | James Stapleton |
Address | James Stapleton 6 Winding Way, Trumbull, CT 06611 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 08/1991 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $10,000 to $24,999 |
Income | $10,000 to $24,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $17,780 |
Amount of Income | $20,333 |
Form 990 Revenue Amount | $46,231 |
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 | $23,471 | $23,471 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $957 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $22,514 | |||
Total expenses and disbursements | $39,131 | $2,336 | $0 | $36,795 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $2,336 | $2,336 | $0 | |
Contributions, gifts, grants paid | $36,795 | |||
Excess of revenue over expenses and disbursements | $-15,660 | |||
Net investment income | $21,135 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $22,338 | $57,098 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $18,766 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $3,572 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $22,338 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $22,514 |
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 | $211 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $211 |
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? | Yes |
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? | Yes |
Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
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 | $55,267 |
Net value of noncharitable-use assets | $54,440 |
Minimum investment return | $2,722 |
Distributable Amount (for 2012) | |
Distributable amount | $2,511 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $2,511 |
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 | Marrakech Day Services Inc | 6 Lunar Dr, Woodbridge, CT 06525-2322 | CT | 1991-12 | $3,330,150 |
2 | Marrakech Housing Options Inc | 6 Lunar Dr, Woodbridge, CT 06525-2322 | CT | 1991-12 | $18,844,642 |
3 | Marrakech Residential Services Inc | 6 Lunar Dr, Woodbridge, CT 06525-2322 | CT | 1991-12 | $5,734,121 |
4 | Marsha Lilien Gladstein Foundation | 15 Wyckham Hill Ln, Greenwich, CT 06831-3049 | CT | 2000-12 | $8,674,213 |
5 | Martin & Sophie Grzyb Memorial Fund | 773 Main St, Manchester, CT 06040-5102 | CT | 1977-01 | $2,423 |
6 | Martin House Incorporated | PO BOX 857, Norwich, CT 06360-0857 | CT | 1983-11 | $1,756,826 |
7 | Martin Luther King And Albert Owens Scholarship Fund Committee Inc, Raye Rhudean S Founder | 16 Rogers Dr, Meriden, CT 06450-4714 | CT | 1996-02 | $14,122 |
8 | Martin V Alonzo Foundation | 31 Baldwin Farms N, Greenwich, CT 06831-3306 | CT | 2008-05 | $9,203 |
9 | Marx Family Foundation Inc | 56 Sachem Dr, Shelton, CT 06484-1755 | CT | 2008-01 | $193,491 |
10 | Mac Angels Foundation Inc | 77 Broad St, Norwalk, CT 06850-2027 | CT | 2002-01 | $340,288 |
11 | Mary B Radwick Tr | James Stapleton 6 Winding Way, Trumbull, CT 06611 | CT | 1991-08 | $20,333 |
12 | Mary B Rubinow & William Rubinow Scholarship Fund Tr | 185 Asylum St Fl 36, Hartford, CT 06103-3461 | CT | 1963-08 | $1,374 |
13 | Mary E Branigan Trust | 331 Main St, Norwich, CT 06360-5836 | CT | 1950-07 | $10,296 |
14 | Mary Ellen Hames-Dellacato Scholarship Foundation | 70 Cali Dr, Shelton, CT 06484 | CT | 2005-12 | $3,116 |
15 | Mary K & Walter M Miller Family Foundation Inc | 5 Marianne Rd, Darien, CT 06820-2330 | CT | 2000-02 | $485,365 |
16 | Mary L Jobe Akeley Trust & Peace Sanctuary, Sutphen Eunice | 120 Cedar Rd, Mystic, CT 06355-2102 | CT | $56,773 | |
17 | Mary Taylor Memorial United Methodist Church Foundation Inc | 176 Broad St, Milford, CT 06460-4728 | CT | 2000-04 | $181,685 |
18 | Maryheart Crusaders Inc | 531 W Main St, Meriden, CT 06451-2707 | CT | 1966-02 | $379,722 |
19 | Marys Place Inc | 6 Poquonock Ave, Windsor, CT 06095-2551 | CT | 1997-01 | $151,234 |
20 | Masjid Isa Ibn Maryam Inc | 390 E Main St, Stratford, CT 06614-5145 | CT | 2004-11 | $48,195 |
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