Nancy N Mackay Estate N N Mackay Fund Trust in Litchfield, 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
| Nancy N Mackay Estate N N Mackay Fund Trust | |
| Employer Identification Number (EIN) | 066277200 |
| Name of Organization | Nancy N Mackay Estate N N Mackay Fund Trust |
| In Care of Name | 1st Natl Bank Of Litchfield |
| Address | PO BOX 578, Litchfield, CT 06759-0578 |
| 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 | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $634,124 |
| Amount of Income | $137,772 |
| Form 990 Revenue Amount | $12,737 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $27,630 | $27,394 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $19,109 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $236 | |||
| Other | $8,285 | |||
| Total expenses and disbursements | $47,236 | $6,825 | $0 | $40,161 |
| Compensation of officers, directors, trustees, etc. | $7,997 | |||
| Total operating and administrative expenses | $9,236 | $6,825 | $2,161 | |
| Contributions, gifts, grants paid | $38,000 | |||
| Excess of revenue over expenses and disbursements | $-19,606 | |||
| Net investment income | $20,569 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $606,961 | $755,836 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $606,961 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $606,961 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $8,285 |
| 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 | $206 |
| Total credits and payments | $248 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $248 |
| 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 | $42 |
| Amount to be credited to 2013 estimated tax | $42 |
| 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 | $760,939 |
| Net value of noncharitable-use assets | $749,520 |
| Minimum investment return | $37,476 |
| Distributable Amount (for 2012) | |
| Distributable amount | $37,270 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $37,270 |
| 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 | Mystic Womans Club Inc | P O Box 632, Mystic, CT 06355 | CT | 2006-11 | $0 |
| 2 | N A L C Foundation Inc | 26 Inwood Rd, Woodbridge, CT 06525-2558 | CT | 1971-01 | $71,282 |
| 3 | N C A Of Connecticut Inc | 107 New Haven Ave, Waterbury, CT 06708-4530 | CT | 1966-09 | $0 |
| 4 | N H A Peak Inc | 2 Mansfield Grove Rd Apt 376, East Haven, CT 06512-4807 | CT | 2003-06 | $42,194 |
| 5 | N M Animal Welfare Society Inc | 8 Dodd Rd, New Milford, CT 06776-4402 | CT | 1967-01 | $803,710 |
| 6 | Naabt Inc | 411 Colt Hwy, Farmington, CT 06032-2535 | CT | 2006-09 | $4,476 |
| 7 | Nahom Family Foundation | 21 Summit St, New Milford, CT 06776-2840 | CT | 2001-11 | $45,282 |
| 8 | Nalewajek Family Foundation Inc | C/O Robert Nalewajek 6 Wyndover La, Cos Cob, CT 06807 | CT | 1998-02 | $239 |
| 9 | Nami Of Connecticut Incorporated | 148 Beach Road, Fairfield, CT 06824 | CT | 1986-06 | $1,111,788 |
| 10 | Nancy A Larson Foundation Inc | 27 Talcott Farm Rd, Old Lyme, CT 06371-1474 | CT | 2003-02 | $21,097 |
| 11 | Nancy N Mackay Estate N N Mackay Fund Trust | PO BOX 578, Litchfield, CT 06759-0578 | CT | $137,772 | |
| 12 | Nantucket Beach Foundation Inc | PO BOX 9, Kensington, CT 06037-0009 | CT | 2002-03 | $58,600 |
| 13 | Naomi Lupka Tr Uw Article Fourth, Olewine Benjamin Ttee | 93 Lonetown Rd, Redding, CT 06896-1416 | CT | 2004-02 | $1,024 |
| 14 | Naramake Family Resource Center | 16 King St, Norwalk, CT 06851-5429 | CT | 2000-07 | $543,000 |
| 15 | Narcotics Enforcement Officers | Phoenix Park Suite 10 29 North Plai, Wallingford, CT 06492 | CT | 1976-12 | $242,766 |
| 16 | Naromi Land Trust Incorporated | PO BOX 265, Sherman, CT 06784-0265 | CT | 1968-09 | $185,535 |
| 17 | Natchaug Hospital Inc | 189 Storrs Road, Hartford, CT 06226 | CT | 1978-10 | $49,616,593 |
| 18 | Nathaniel Witherell Auxiliary | 70 Parsonage Rd, Greenwich, CT 06830-3941 | CT | 1956-12 | $17,276 |
| 19 | Nathaniel Witherell Patients Tr Fd | 70 Parsonage Rd, Greenwich, CT 06830-3941 | CT | 1977-02 | $293,488 |
| 20 | National Association Of Government Employees | 1 Central Square, Plainville, CT 06062 | CT | 1973-05 | $0 |
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