Percy P Wood Trust 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
| Percy P Wood Trust | |
| Employer Identification Number (EIN) | 036005018 |
| Name of Organization | Percy P Wood Trust |
| In Care of Name | Vnb Trust Co Ttee |
| Address | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 |
| Activities | Hospital auxiliary, Care and housing for the aged (see also 382) |
| Subsection | Charitable Organization |
| Ruling Date | 03/1975 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,142,727 |
| Amount of Income | $1,016,340 |
| Form 990 Revenue Amount | $60,662 |
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 | $66,588 | $67,420 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $67,381 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,278 | |||
| Total expenses and disbursements | $138,906 | $19,443 | $0 | $117,521 |
| Compensation of officers, directors, trustees, etc. | $21,145 | |||
| Total operating and administrative expenses | $23,500 | $19,443 | $2,115 | |
| Contributions, gifts, grants paid | $115,406 | |||
| Excess of revenue over expenses and disbursements | $-72,318 | |||
| Net investment income | $47,977 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,145,882 | $2,400,114 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $533,338 | |
| Investments-corporate stock | $1,274,465 | |
| Investments-corporate bonds | $50,750 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $195,243 | |
| Other | $92,086 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,145,882 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-2,071 |
| 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 | $960 |
| Total credits and payments | $801 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $801 |
| 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 | $3 |
| Tax due | $162 |
| 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 | $2,386,312 |
| Net value of noncharitable-use assets | $2,350,520 |
| Minimum investment return | $117,526 |
| Distributable Amount (for 2012) | |
| Distributable amount | $116,566 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $116,566 |
| 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 | Pine Point School Inc | 89 Barnes Rd, Stonington, CT 06378-2200 | CT | 1949-11 | $6,349,211 |
| 2 | Pinkes Family Foundation | 29 Fawn Brk, West Hartford, CT 06117-1032 | CT | 1995-02 | $351,746 |
| 3 | Pinnacle Ski & Sport Club Inc | PO BOX 947, Darien, CT 06820-0947 | CT | 1993-02 | $162,373 |
| 4 | Pitney Bowes Literacy Fund Inc | 1 Elmcroft Rd, Stamford, CT 06926-0700 | CT | 2004-09 | $840,007 |
| 5 | Pivot Ministries Inc | 485 Jane St, Bridgeport, CT 06608-1707 | CT | 1966-03 | $649,507 |
| 6 | Orthopaedic Foundation For Active Lifestyles Inc | 31 River Rd, Cos Cob, CT 06807-2152 | CT | 2002-06 | $782,610 |
| 7 | The Pie Fund Inc | 11 Topstone Rd, Redding, CT 06896-1810 | CT | 2005-03 | $2,415 |
| 8 | Pi Lambda Phi Educational Foundation Inc | 60 Newton Road 116, Danbury, CT 06810 | CT | 1991-10 | $55,061 |
| 9 | Phi Kappa Educational Foundation Inc | C/O Doug Tansill 1 Dock Street No, Stamford, CT 06902 | CT | 1960-12 | $162,419 |
| 10 | Painters Health & Welfare Fund, 195 | 10 Technology Dr, Wallingford, CT 06492-1955 | CT | 1974-12 | $2,187,833 |
| 11 | Percy P Wood Trust | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 | CT | 1975-03 | $1,016,340 |
| 12 | Peter M Goodrich Memorial Foundation | 850 Main St, Bridgeport, CT 06604-4917 | CT | 2005-07 | $281,901 |
| 13 | Plainfield Neighborhood Watch Association | 2c Pleasant St, Plainfield, CT 06374-1019 | CT | 2000-01 | $2,587 |
| 14 | Parc Inc Plainville | PO BOX 15, Plainville, CT 06062-0015 | CT | 1985-07 | $90,595 |
| 15 | Plainville Camp Grounds Association Inc | 320 Camp St, Plainville, CT 06062-1501 | CT | 1967-09 | $73,871 |
| 16 | Plainville Chamber Of Commerce | PO BOX C, Plainville, CT 06062-0952 | CT | 1987-04 | $76,341 |
| 17 | Plainville Choral Society Inc | PO BOX 255, Plainville, CT 06062-0255 | CT | 1985-10 | $61,668 |
| 18 | Plainville Community News Inc | Po Box 837, Plainville, CT 06062 | CT | 1999-03 | $42,292 |
| 19 | Plainville Community Pantry Inc | PO BOX 233, Plainville, CT 06062-0233 | CT | 1997-03 | $713,941 |
| 20 | Plainville Day Care Center Inc | 130 W Main St, Plainville, CT 06062-1945 | CT | 1974-05 | $678,253 |
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