Preston J Dunn Tr Uw Fbo Yale Univ 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 Yale Univ | |
| Employer Identification Number (EIN) | 066366026 |
| Name of Organization | Preston J Dunn Tr Uw Fbo Yale Univ |
| In Care of Name | First Niagara Private Client Serv |
| Address | 195 Church Street, New Haven, CT 06510-2009 |
| Activities | Scholarships (other), Other school related activities, Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1993 |
| 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 | $1,609,753 |
| Amount of Income | $566,595 |
| Form 990 Revenue Amount | $39,106 |
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 | $38,104 | $43,638 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $12,119 | |||
| Dividends and interest from securities | $31,519 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $113,852 | $25,591 | $0 | $88,261 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $25,591 | $25,591 | $0 | |
| Contributions, gifts, grants paid | $88,261 | |||
| Excess of revenue over expenses and disbursements | $-75,748 | |||
| Net investment income | $18,047 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,605,563 | $1,792,316 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $676,042 | |
| Investments-corporate bonds | $201,391 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $598,373 | |
| Other | $129,757 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,605,563 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-5,534 |
| 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 | $180 |
| Total credits and payments | $560 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $560 |
| 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 | $380 |
| Amount to be credited to 2013 estimated tax | $380 |
| 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 | $1,739,763 |
| Net value of noncharitable-use assets | $1,713,660 |
| Minimum investment return | $85,683 |
| Distributable Amount (for 2012) | |
| Distributable amount | $85,503 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $85,503 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $85,503 |
| 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 | Pratolana Mutual Benefit Society Inc | 613 Franklin Ave, Hartford, CT 06114-3026 | CT | 2004-05 | $101,367 |
| 2 | Pratt & Whitney Aircraft Club Incorporated | 200 Clement Rd, East Hartford, CT 06118-1124 | CT | 1957-03 | $1,201,813 |
| 3 | Pratt Nature Center Inc | 163 Paper Mill Rd, New Milford, CT 06776-5336 | CT | 1971-06 | $515,751 |
| 4 | Praxair Foundation Inc | 39 Old Ridgebury Rd, Danbury, CT 06810-5103 | CT | 1995-04 | $4,099,993 |
| 5 | Prayer House Of All Graces Inc, Two Hearts As One | 36 Lancaster Way, Cheshire, CT 06410 | CT | 2000-04 | $7,896 |
| 6 | Prayer Tabernacle Kingdoms Little Ones In Christ | 755 Central Ave, Bridgeport, CT 06607-1706 | CT | 1999-10 | $859,430 |
| 7 | Pregnancy Support Center Inc, Care Net Pregnancy Support Center | 32 Huntington St, New London, CT 06320-6127 | CT | 1990-10 | $223,212 |
| 8 | Preservation Advocates For Terre Haute | PO BOX 122, Bethel, CT 06801-0122 | CT | 2000-04 | $1,018 |
| 9 | Preserve New Fairfield Inc | PO BOX 8047, New Fairfield, CT 06812-8047 | CT | 2006-05 | $27,056 |
| 10 | Preston J Dunn Tr Uw Fbo Univ Of Wyoming | 195 Church Street, New Haven, CT 06510-2009 | CT | 1993-03 | $586,924 |
| 11 | Preston J Dunn Tr Uw Fbo Yale Univ | 195 Church Street, New Haven, CT 06510-2009 | CT | 1993-02 | $566,595 |
| 12 | 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 |
| 13 | Preston Mountain Club Inc C/O Depalma Defruscio & Co | PO BOX 770, Kent, CT 06757-0770 | CT | 1929-05 | $879,062 |
| 14 | Prime Time House Inc | 810 Main St, Torrington, CT 06790-3347 | CT | 1987-10 | $1,037,529 |
| 15 | Primecare Inc | 562 Watertown Avenue Suite 3, Waterbury, CT 06708-2240 | CT | 1992-07 | $14,961,483 |
| 16 | Princess Ball | PO BOX 748, Ridgefield, CT 06877-0748 | CT | 2002-09 | $87,476 |
| 17 | Priscilla Maxwell Endicott Scholarship Fund | C O J Sennett 29 Scarsdale Road, West Hartford, CT 06107 | CT | 1978-03 | $25,138 |
| 18 | Prn Relief International | 217 Northwood Road, Fairfield, CT 06824 | CT | 2007-12 | $0 |
| 19 | Pro Arte Singers Of Connecticut Inc | PO BOX 4251, Stamford, CT 06907-0251 | CT | 1987-02 | $51,278 |
| 20 | Probus National Inc | Po Box 1403, Fairfield, CT 06825 | CT | 1967-02 | $0 |
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