Sarah Stevens Memorial Trust in Tolland, 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
| Sarah Stevens Memorial Trust | |
| Employer Identification Number (EIN) | 222965447 |
| Name of Organization | Sarah Stevens Memorial Trust |
| Address | PO BOX 741, Tolland, CT 06084-0741 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 04/1989 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $26,146 |
| Amount of Income | $728 |
| Form 990 Revenue Amount | $128 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $728 | $3 | $3 | |
| Contributions, gifts, grants, etc., received | $725 | |||
| Interest on savings and temporary cash investments | $3 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $6,545 | $0 | $0 | $6,200 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $345 | $0 | $0 | |
| Contributions, gifts, grants paid | $6,200 | |||
| Excess of revenue over expenses and disbursements | $-5,817 | |||
| Net investment income | $3 | |||
| Adjusted net income | $3 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $26,146 | $26,146 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $26,146 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $26,146 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $29,055 |
| Net value of noncharitable-use assets | $28,620 |
| Minimum investment return | $1,431 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,431 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,431 |
| 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 | Sandra And Arnold Chase Family Foundation | Chase Enterpgoodwin Sq225 Asylum St, Hartford, CT 06103 | CT | 2000-01 | $298,241 |
| 2 | Sandy Hook Volunteer Fire Company Incorporated | PO BOX 783, Sandy Hook, CT 06482-0783 | CT | 2014-07 | $469,196 |
| 3 | Sankofa Kuumba Cultural Arts Consortium | PO BOX 1255, Hartford, CT 06143-1255 | CT | 2000-09 | $275,190 |
| 4 | Santoro Family Charitable Foundation | 3 Alden Ter, Greenwich, CT 06831-4422 | CT | 2008-01 | $195,165 |
| 5 | Sara B Wardell Family Foundation Inc | 16 Westmount Rd, Salisbury, CT 06068-1516 | CT | 2005-07 | $4,947 |
| 6 | Sara Taccone Foundation For The Arts Inc | 2965 Reservoir Avenue, Trumbull, CT 06611 | CT | 2005-01 | $0 |
| 7 | Zimmel Family Foundation | C/O Kolbrenner Alex - 15 Valley, Greenwich, CT 06831 | CT | 1992-01 | $2,710,850 |
| 8 | Sarah Foundation Inc | 2488 Boston Post Rd, Guilford, CT 06437-1368 | CT | 1992-01 | $1,163,727 |
| 9 | Sarah G Austin Foundation Inc | C/O Palsa Palsa Llc 230 Spruce St, Southport, CT 06890 | CT | 1996-03 | $2 |
| 10 | Sarah Seneca Residential Serives Inc | 15 Ne Industrial Rd, Branford, CT 06405-2844 | CT | 1994-10 | $6,108,866 |
| 11 | Sarah Stevens Memorial Trust | PO BOX 741, Tolland, CT 06084-0741 | CT | 1989-04 | $728 |
| 12 | Sarah Tuxis Residential Services Inc | 45 Boston St, Guilford, CT 06437-2816 | CT | 1991-09 | $8,999,084 |
| 13 | Sarezky Family Foundation Inc | 180 Inwood Rd, Fairfield, CT 06825-1639 | CT | 2000-12 | $4,098 |
| 14 | Sargent Community Association Inc | 100 Sargent Dr, New Haven, CT 06511-5918 | CT | 1952-05 | $18,907 |
| 15 | Sarkisian Family Foundation Inc | 85 Granby St, Bloomfield, CT 06002-3511 | CT | 1983-03 | $5,205 |
| 16 | Sasquanaug Association For Southport Improvement Inc | 173 Horseshoe Ln, Fairfield, CT 06824-1905 | CT | 1944-12 | $71,119 |
| 17 | Sassafras Foundation Inc | PO BOX 3004, Branford, CT 06405-1604 | CT | 2005-12 | $1,308,653 |
| 18 | Saugatuck Child Care Services Inc | 90 Hillspoint Rd, Westport, CT 06880-5111 | CT | 1981-05 | $2,857,662 |
| 19 | Saugatuck Cooperative Inc, Saugatuck | 127 Washington Ave Ste 5, North Haven, CT 06473-1715 | CT | 2002-07 | $300,093 |
| 20 | Saugatuck Land Trust Company | 300 Wilson Avenue Suite 2020, Norwalk, CT 06854-4663 | CT | 1998-02 | $1 |
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