Richard F & Lena S Barker Trust Fund 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
| Richard F & Lena S Barker Trust Fund | |
| Employer Identification Number (EIN) | 036037557 |
| Name of Organization | Richard F & Lena S Barker Trust Fund |
| In Care of Name | Chittenden Bank Ttee |
| Address | 850 Main St 13th Fl, Bridgeport, CT 06604-4917 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | Charitable Organization |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $751,477 |
| Amount of Income | $285,879 |
| Form 990 Revenue Amount | $45,001 |
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 | $49,051 | $48,149 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $34,766 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,217 | |||
| Other | $13,068 | |||
| Total expenses and disbursements | $46,856 | $9,309 | $0 | $36,278 |
| Compensation of officers, directors, trustees, etc. | $10,224 | |||
| Total operating and administrative expenses | $11,600 | $9,309 | $1,022 | |
| Contributions, gifts, grants paid | $35,256 | |||
| Excess of revenue over expenses and disbursements | $2,195 | |||
| Net investment income | $38,840 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $744,397 | $868,024 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $177,505 | |
| Investments-corporate stock | $222,514 | |
| Investments-corporate bonds | $71,904 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $272,474 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $744,397 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $13,068 |
| 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 | $388 |
| Total credits and payments | $368 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $368 |
| 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 | $20 |
| 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 | $873,152 |
| Net value of noncharitable-use assets | $860,060 |
| Minimum investment return | $43,003 |
| Distributable Amount (for 2012) | |
| Distributable amount | $42,615 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $42,615 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $27,074 |
| 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 | R & W Family Foundation Inc | 185 Canfield Dr, Stamford, CT 06902-1336 | CT | 1999-04 | $389,718 |
| 2 | Religious Education Association | C/O Yale Divinity School, New Haven, CT 06511 | CT | 1953-06 | $103,984 |
| 3 | Robert G Foster Trust C/O Beverly Natl Bk | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 | CT | 1988-03 | $93,616 |
| 4 | Rmhc Ctma | 501 George St, New Haven, CT 06511-5414 | CT | 1992-07 | $10,444,284 |
| 5 | Remington 1816 Foundation | 1 Greenwich Office Park, Greenwich, CT 06831-5150 | CT | 2010-01 | $2,388,821 |
| 6 | Raynauds Association Inc | 11 Topstone Rd, Redding, CT 06896-1810 | CT | 2000-05 | $11,127 |
| 7 | Rita And Leo Greenland Family Foundation | 597 Westport Ave Unit B543, Norwalk, CT 06851-4462 | CT | 2000-08 | $46,183 |
| 8 | Robert A & Leslie N Cenci Foundation | 6 Tods Driftway, Old Greenwich, CT 06870-2412 | CT | 1988-10 | $189,177 |
| 9 | Ron And Cheryl Howard Family Foundation | 1700 E Putnam Ave Ste 408, Old Greenwich, CT 06870-1366 | CT | 1999-01 | $350,000 |
| 10 | Ronald And Grecia Gross Foundation Inc | 925 Westover Rd, Stamford, CT 06902-1319 | CT | 1987-03 | $10,547 |
| 11 | Richard F & Lena S Barker Trust Fund | 850 Main St 13th Fl, Bridgeport, CT 06604-4917 | CT | $285,879 | |
| 12 | Rostle Charitable Foundation Inc | Mead Point, Greenwich, CT 06830 | CT | 1999-02 | $471,926 |
| 13 | Rotary Club Of Danbury Charitable Tr | 126 North St, Danbury, CT 06811-5622 | CT | 1967-10 | $120,712 |
| 14 | Rotary Club Of Derby-Shelton Inc, Rotary International | 71 Long Hill Cross Rd, Shelton, CT 06484-4702 | CT | 1991-05 | $41,047 |
| 15 | Rotary Club Of Hamden Foundation Inc | PO BOX 185304, Hamden, CT 06518-0304 | CT | 1995-07 | $19,079 |
| 16 | Rotary Club Of Litchfield Educational Eldowment Fund Inc | PO BOX 273, Litchfield, CT 06759-0273 | CT | 1983-11 | $12,650 |
| 17 | Rotary Club Of New Canaan Charitable Foundation Inc | PO BOX 62, New Canaan, CT 06840-0062 | CT | 1998-07 | $67,826 |
| 18 | Rotary Club Of Orange Foundation Inc | PO BOX 894, Orange, CT 06477-0894 | CT | 2003-08 | $73,353 |
| 19 | Rotary Club Of Watertown Connecticut Foundation Inc | PO BOX 88, Watertown, CT 06795-0088 | CT | 1995-01 | $87,542 |
| 20 | Rotary Club Of West Hartford Service Chest Inc | Po Box 270252, West Hartford, CT 06127 | CT | 1976-04 | $24,564 |
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