Our Lady Of Good Counsel Charitable Foundation Tr, Cataldi Andrew J Ttee in Wethersfield, 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
- Organizations performing similar types of work
| Our Lady Of Good Counsel Charitable Foundation Tr, Cataldi Andrew J Ttee | |
| Employer Identification Number (EIN) | 066484893 |
| Name of Organization | Our Lady Of Good Counsel Charitable Foundation Tr |
| Secondary Name | Cataldi Andrew J Ttee |
| Address | 72 Willow St, Wethersfield, CT 06109-2711 |
| Subsection | Charitable Organization |
| Ruling Date | 12/1999 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 01/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,259,594 |
| Amount of Income | $77,286 |
| Form 990 Revenue Amount | $34,457 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Fund Raising and/or Fund Distribution |
Non-representatives - add comments:
Amount of income in 2014: $77,286 (it was $42,672 in 2013)
| This organization: | $77,286 |
| Other organizations performing similar types of work: | $68,020 |
Assets in 2014: $1,259,594 (it was $1,234,804 in 2013)
| This organization: | $1,259,594 |
| Other organizations performing similar types of work: | $43,397 |
Expenses in 2012: $18,553
| Our Lady Of Good Counsel Charitable Foundation Tr, Cataldi Andrew J Ttee: | $18,553 |
| Other organizations performing similar types of work: | $44,919 |
Income to expenses ratio in 2012: 4.2
| This organization: | 4.2 |
| Other organizations performing similar types of work: | 1.4 |
Grants share in income in 2012: 58.0%
| This organization: | 58.0% |
| Other organizations performing similar types of work: | 36.7% |
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 | $34,457 | $14,457 | $0 | |
| Contributions, gifts, grants, etc., received | $20,000 | |||
| Interest on savings and temporary cash investments | $5,715 | |||
| Dividends and interest from securities | $8,687 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $55 | |||
| Total expenses and disbursements | $18,553 | $203 | $0 | $18,350 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $203 | $203 | $0 | |
| Contributions, gifts, grants paid | $18,350 | |||
| Excess of revenue over expenses and disbursements | $15,904 | |||
| Net investment income | $14,254 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,216,503 | $1,411,600 |
| Cash - non-interest-bearing | $38,456 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $235,958 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $942,089 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,216,503 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $55 |
| 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 | $285 |
| Total credits and payments | $518 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $518 |
| 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 |
| Overpayment | $233 |
| Amount to be credited to 2013 estimated tax | $233 |
| 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? | Yes |
| 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 | $1,306,101 |
| Net value of noncharitable-use assets | $1,286,500 |
| Minimum investment return | $64,325 |
| Distributable Amount (for 2012) | |
| Distributable amount | $64,040 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $64,040 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $58,339 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Warren County Foundation Depository | 118 E Main St, Lebanon, OH 45036-2228 | OH | 1999-03 | $1,416,407 |
| 2 | Anne Capano Charitable Foundation For Giving Inc | 634 West Main Street, Norwich, CT 06360 | CT | 2010-01 | $683,061 |
| 3 | Woodward Dream Cruise Inc | 900 Wilshire Dr Ste 102, Troy, MI 48084-1600 | MI | 2009-09 | $663,902 |
| 4 | Swift Charities For Children | PO BOX 29243, Phoenix, AZ 85038-9243 | AZ | 2005-06 | $655,963 |
| 5 | Richard J Jones Annuitants Assistance Fund, Rjj Widows And Orphans Fund | 221 N Lasalle Ste 1626, Chicago, IL 60601-1404 | IL | 2010-12 | $531,749 |
| 6 | The Martinez Foundation | PO BOX 50270, Bellevue, WA 98015-0270 | WA | 2008-09 | $474,334 |
| 7 | Ben And Sally Lewensohn Foundation | 1215 W Baltimore Pike, Media, PA 19063-5540 | PA | 2005-03 | $461,053 |
| 8 | Texas Elks Benevolent Corporation | 3121 Palo Duro Dr, San Angelo, TX 76904-7434 | TX | 2000-07 | $313,634 |
| 9 | Floridas Natural Growers Foundation Inc | 20205 N Us Hwy 27, Lake Wales, FL 33853 | FL | 2009-01 | $277,046 |
| 10 | Whitman College 21st Century Tr, Harvey Peter W Ttee | 345 Boyer Ave, Walla Walla, WA 99362-2067 | WA | 2001-02 | $222,768 |
| 11 | Toy Rescue Mission | 607 W Winnifred Street, Tacoma, WA 98465 | WA | 1994-10 | $147,669 |
| 12 | Saroyan Family Foundation | 333 N Indian Hill Blvd, Claremont, CA 91711-4612 | CA | 2003-09 | $142,693 |
| 13 | Building On Love Inc | 244 N Mohawk St, Cohoes, NY 12047-1740 | NY | 2009-11 | $124,993 |
| 14 | Wilkes Agricultural Fair Inc | PO BOX 264, N Wilkesboro, NC 28659-0264 | NC | 2001-08 | $103,193 |
| 15 | Tiferet Yerushalayim Foundation | 105 Ocean Ave, Lawrence, NY 11559-2006 | NY | 2006-07 | $101,912 |
| 16 | Hanscom Fcu Charitable Foundation Inc | 1610 Elgin Street, Hanscom Afb, MA 01731 | MA | 2012-05 | $93,261 |
| 17 | Whistler Entertainment | 2330 H Road, Grand Junction, CO 81505 | CO | 2011-05 | $90,172 |
| 18 | Our Lady Of Good Counsel Charitable Foundation Tr, Cataldi Andrew J Ttee | 72 Willow St, Wethersfield, CT 06109-2711 | CT | 1999-12 | $77,286 |
| 19 | Connecticut Baseball Charitable Foundation Inc | 212a New London Turnpike, Glastonbury, CT 06033 | CT | 2007-08 | $0 |
| 20 | Newington Rotary Chairites Inc | P O Box 310094, Newington, CT 06111 | CT | 2011-02 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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