Philip And Betsey C Caldwell Foundation in New Canaan, 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
| Philip And Betsey C Caldwell Foundation | |
| Employer Identification Number (EIN) | 061164130 |
| Name of Organization | Philip And Betsey C Caldwell Foundation |
| Address | 167 Deep Valley Rd, New Canaan, CT 06840-2804 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1986 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,412,513 |
| Amount of Income | $262,320 |
| Form 990 Revenue Amount | $502,933 |
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 | $187,238 | $194,583 | $0 | |
| Contributions, gifts, grants, etc., received | $5,400 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $38,915 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-12,745 | |||
| Other | $155,668 | |||
| Total expenses and disbursements | $180,108 | $0 | $0 | $143,200 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $36,908 | $0 | $0 | |
| Contributions, gifts, grants paid | $143,200 | |||
| Excess of revenue over expenses and disbursements | $7,130 | |||
| Net investment income | $194,583 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,522,870 | $3,903,620 |
| Cash - non-interest-bearing | $13,887 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $917,899 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,591,084 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $2,522,870 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $155,668 |
| 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 | $3,892 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $87 |
| Tax due | $3,979 |
| 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 | $3,825,522 |
| Net value of noncharitable-use assets | $3,768,140 |
| Minimum investment return | $188,407 |
| Distributable Amount (for 2012) | |
| Distributable amount | $184,515 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $184,515 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $86,468 |
| 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 | Pettipaug Yacht Club Inc | PO BOX 372, Essex, CT 06426-0372 | CT | 1971-02 | $66,254 |
| 2 | Pew & Merlotti Scholarship Foundation Inc | 300 E River Dr, East Hartford, CT 06108-4205 | CT | 1999-02 | $9,991 |
| 3 | Phang Lau Foundation Inc | 15 Old Farm Rd, Darien, CT 06820-6100 | CT | 2002-11 | $3,200 |
| 4 | Specialty Healthcare Benefits Council Inc | 273 Hebron Ave, Glastonbury, CT 06033-2116 | CT | 2002-08 | $20,000 |
| 5 | Phelps Association | PO BOX 202047, New Haven, CT 06520-2047 | CT | 1938-07 | $1,204,122 |
| 6 | Phelps Family Foundation | 2001 W Main Street, Stamford, CT 06902-4501 | CT | 1999-03 | $1,627 |
| 7 | Phi Gamma Delta Kappa Rho Association | 101 Stage Coach Road, Avon, CT 06001 | CT | 1940-11 | $354,691 |
| 8 | Phi Kappa Tau Fraternity, Xi Chapter | 2 Barnfield Rd, Rowayton, CT 06853-1101 | CT | 1967-03 | $80,697 |
| 9 | Phi Rho Literary Society Inc | 25 New London Tpke, Glastonbury, CT 06033-2036 | CT | 1945-08 | $29,425 |
| 10 | Philharmonia Virtuosi Corp | 50 Woodcrest Ln, Danbury, CT 06810-7159 | CT | 1977-08 | $2,235 |
| 11 | Philip And Betsey C Caldwell Foundation | 167 Deep Valley Rd, New Canaan, CT 06840-2804 | CT | 1986-10 | $262,320 |
| 12 | Philip H And Christine Lodewick Foundation Inc | 201 Spring Valley Rd, Ridgefield, CT 06877-1229 | CT | 1994-06 | $335,450 |
| 13 | Philip R Smith School Parent Teachers Organization | 949 Avery Street, South Windsor, CT 06074 | CT | 1977-08 | $39,939 |
| 14 | Phillips Point Inc | One Mill Ln, Simsbury, CT 06070 | CT | 1999-10 | $193 |
| 15 | Phoenix Basketball Inc Co Doug Scott | 4 Stephanie Lane South, Darien, CT 06820 | CT | 2005-09 | $0 |
| 16 | Phoenix Foundation Inc | One American Row, Hartford, CT 06102 | CT | 1997-09 | $1,703,150 |
| 17 | Phoenix Rising Equine Rescue Inc | 1 Pinewoods Road, North Stonington, CT 06359 | CT | 2006-12 | $0 |
| 18 | Phoenix Society-Firefighters State Of Conn Inc | 20-28 Sargeant St Ste 7, Hartford, CT 06105-1412 | CT | 2014-12 | $0 |
| 19 | Phyllis Bodel Infant-Toddler Prog At The Yale School Of Medicine Inc | 367 Cedar St, New Haven, CT 06510-3222 | CT | 1991-09 | $1,529,463 |
| 20 | Pi Beta Phi Fraternity, Connecticut Alpha Chapter | 35 Laurel Way Building C2, Storrs, CT 06269-0001 | CT | $99,463 | |
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