Preston J Dunn Tr Uw Fbo Univ Of Wyoming in New Haven, 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
Preston J Dunn Tr Uw Fbo Univ Of Wyoming | |
Employer Identification Number (EIN) | 066366027 |
Name of Organization | Preston J Dunn Tr Uw Fbo Univ Of Wyoming |
In Care of Name | First Niagara Private Client Serv |
Address | 195 Church Street, New Haven, CT 06510-2009 |
Activities | Gifts, grants, or loans to other organizations, Scholarships (other), Other school related activities |
Subsection | Charitable Organization |
Ruling Date | 03/1993 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $1,000,000 to $4,999,999 |
Income | $500,000 to $999,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $1,565,393 |
Amount of Income | $586,924 |
Form 990 Revenue Amount | $36,213 |
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 | $42,037 | $43,705 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $8,206 | |||
Dividends and interest from securities | $35,019 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $480 | |||
Total expenses and disbursements | $105,937 | $17,829 | $0 | $86,981 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $18,956 | $17,829 | $0 | |
Contributions, gifts, grants paid | $86,981 | |||
Excess of revenue over expenses and disbursements | $-63,900 | |||
Net investment income | $25,876 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $1,562,761 | $1,764,600 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $664,453 | |
Investments-corporate bonds | $127,584 | |
Investments-mortgage loans | $0 | |
Investments-other | $713,280 | |
Other | $57,444 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $1,562,761 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
Net capital loss | $-1,668 |
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 | $259 |
Total credits and payments | $495 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $495 |
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 | $236 |
Amount to be credited to 2013 estimated tax | $236 |
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 | $1,768,634 |
Net value of noncharitable-use assets | $1,742,100 |
Minimum investment return | $87,105 |
Distributable Amount (for 2012) | |
Distributable amount | $86,846 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $86,846 |
Undistributed income for 2012. This amount must be distributed in 2013 | $86,846 |
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 | Prasanthi Trust Inc | 207 Oakwood Ave, West Hartford, CT 06119-2150 | CT | 1993-11 | $1,873,643 |
2 | Pratolana Mutual Benefit Society Inc | 613 Franklin Ave, Hartford, CT 06114-3026 | CT | 2004-05 | $101,367 |
3 | Pratt & Whitney Aircraft Club Incorporated | 200 Clement Rd, East Hartford, CT 06118-1124 | CT | 1957-03 | $1,201,813 |
4 | Pratt Nature Center Inc | 163 Paper Mill Rd, New Milford, CT 06776-5336 | CT | 1971-06 | $515,751 |
5 | Praxair Foundation Inc | 39 Old Ridgebury Rd, Danbury, CT 06810-5103 | CT | 1995-04 | $4,099,993 |
6 | Prayer House Of All Graces Inc, Two Hearts As One | 36 Lancaster Way, Cheshire, CT 06410 | CT | 2000-04 | $7,896 |
7 | Prayer Tabernacle Kingdoms Little Ones In Christ | 755 Central Ave, Bridgeport, CT 06607-1706 | CT | 1999-10 | $859,430 |
8 | Pregnancy Support Center Inc, Care Net Pregnancy Support Center | 32 Huntington St, New London, CT 06320-6127 | CT | 1990-10 | $223,212 |
9 | Preservation Advocates For Terre Haute | PO BOX 122, Bethel, CT 06801-0122 | CT | 2000-04 | $1,018 |
10 | Preserve New Fairfield Inc | PO BOX 8047, New Fairfield, CT 06812-8047 | CT | 2006-05 | $27,056 |
11 | Preston J Dunn Tr Uw Fbo Univ Of Wyoming | 195 Church Street, New Haven, CT 06510-2009 | CT | 1993-03 | $586,924 |
12 | Preston J Dunn Tr Uw Fbo Yale Univ | 195 Church Street, New Haven, CT 06510-2009 | CT | 1993-02 | $566,595 |
13 | Preston J Dunn Tr Uw Fbo Yale Univ 1928 Alumni Fund | 1st Niagara Bank 195 Church Street, New Haven, CT 06510 | CT | 1993-02 | $148,432 |
14 | Preston Mountain Club Inc C/O Depalma Defruscio & Co | PO BOX 770, Kent, CT 06757-0770 | CT | 1929-05 | $879,062 |
15 | Prime Time House Inc | 810 Main St, Torrington, CT 06790-3347 | CT | 1987-10 | $1,037,529 |
16 | Primecare Inc | 562 Watertown Avenue Suite 3, Waterbury, CT 06708-2240 | CT | 1992-07 | $14,961,483 |
17 | Princess Ball | PO BOX 748, Ridgefield, CT 06877-0748 | CT | 2002-09 | $87,476 |
18 | Priscilla Maxwell Endicott Scholarship Fund | C O J Sennett 29 Scarsdale Road, West Hartford, CT 06107 | CT | 1978-03 | $25,138 |
19 | Prn Relief International | 217 Northwood Road, Fairfield, CT 06824 | CT | 2007-12 | $0 |
20 | Pro Arte Singers Of Connecticut Inc | PO BOX 4251, Stamford, CT 06907-0251 | CT | 1987-02 | $51,278 |
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