Raymond P Lavietes Foundation Inc in Shelton, 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
Raymond P Lavietes Foundation Inc | |
Employer Identification Number (EIN) | 061276735 |
Name of Organization | Raymond P Lavietes Foundation Inc |
Address | 680 Bridgeport Ave, Shelton, CT 06484-4705 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 08/1990 |
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 | $1,000,000 to $4,999,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $2,642,907 |
Amount of Income | $2,206,130 |
Form 990 Revenue Amount | $211,160 |
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 | $122,213 | $122,213 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $102 | |||
Dividends and interest from securities | $101,171 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $20,940 | |||
Total expenses and disbursements | $406,071 | $29,353 | $0 | $338,315 |
Compensation of officers, directors, trustees, etc. | $25,500 | |||
Total operating and administrative expenses | $67,756 | $29,353 | $0 | |
Contributions, gifts, grants paid | $338,315 | |||
Excess of revenue over expenses and disbursements | $-283,858 | |||
Net investment income | $92,860 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $2,653,568 | $3,040,638 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $2,052,774 | |
Investments-corporate bonds | $450,198 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $150,596 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $2,653,568 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $20,940 |
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 | $929 |
Total credits and payments | $2,107 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,107 |
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 | $1,178 |
Amount to be credited to 2013 estimated tax | $1,178 |
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? | Yes |
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 | $3,290,995 |
Net value of noncharitable-use assets | $3,241,640 |
Minimum investment return | $162,082 |
Distributable Amount (for 2012) | |
Distributable amount | $161,153 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $161,153 |
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 | Rape Crisis Center Of Milford Inc | 70 West River Street 2nd Floor, Milford, CT 06460-3317 | CT | 1976-09 | $436,050 |
2 | Rapid Results Institute Inc | 707 Summer St Ste 5, Stamford, CT 06901-1026 | CT | 2007-08 | $1,228,041 |
3 | Raw Impressions Inc | 60 Constance Ln, Stamford, CT 06903-4309 | CT | 2003-08 | $24,150 |
4 | Ray Of Light Farm Inc | 232 Town St, East Haddam, CT 06423-1459 | CT | 2005-03 | $326,716 |
5 | Ray School Corporation | 99 Founders Plaza 5th Floor, East Hartford, CT 06108-3208 | CT | 1943-02 | $1,251,790 |
6 | Raym-Co Scholarship Foundation Inc | PO BOX 1882, Bristol, CT 06011-1882 | CT | 2000-08 | $1 |
7 | Raymond Foundation Inc | 80 S Main St, West Hartford, CT 06107-2408 | CT | 2000-10 | $832,513 |
8 | Raymond G & Diana M Roy Charitable Foundaton Inc | PO BOX 188, Pleasant Vly, CT 06063-0188 | CT | 1999-01 | $7,287 |
9 | Raymond Library Co | 832 Raymond Hill Rd, Oakdale, CT 06370-1321 | CT | 2000-01 | $467,699 |
10 | Raymond Library Co Agent For Treasurer | PO BOX 280894, East Hartford, CT 06128-0894 | CT | 1944-08 | $550,428 |
11 | Raymond P Lavietes Foundation Inc | 680 Bridgeport Ave, Shelton, CT 06484-4705 | CT | 1990-08 | $2,206,130 |
12 | Raynbow Foundation Inc | 55 Hunters Rdg, Rocky Hill, CT 06067-1742 | CT | 1999-07 | $64,616 |
13 | Re Thalberg Elementary School Parent Teacher Organization | 145 Dunham Rd, Southington, CT 06489 | CT | 1996-01 | $60,384 |
14 | Re-Entry Ministry Alumnae Inc | 67 Beauvue Ter, Bridgeport, CT 06606-2202 | CT | 2002-10 | $2,056 |
15 | Re-Entry Ministry Inc | 82 Benham Ave, Bridgeport, CT 06605-1418 | CT | 1984-11 | $258,754 |
16 | Reach Foundation | 1027 Farmington Ave, Farmington, CT 06032-1511 | CT | 2000-09 | $291,481 |
17 | Reach Prep Inc | 1 Dock St Ste 100, Stamford, CT 06902-5843 | CT | 1996-04 | $1,597,411 |
18 | Reachout Inc | 60 Connolly Pkwy 17, Hamden, CT 06514-2593 | CT | 1995-03 | $1,848,639 |
19 | Read To Grow Inc | 53 School Ground Rd Ste 3, Branford, CT 06405-2869 | CT | 2000-05 | $809,688 |
20 | Real Art Ways Inc | 56 Arbor St, Hartford, CT 06106-1222 | CT | 1977-05 | $1,240,872 |
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