Southmayd Home Inc in Waterbury, 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
Southmayd Home Inc | |
Employer Identification Number (EIN) | 060646903 |
Name of Organization | Southmayd Home Inc |
Address | 250 Columbia Blvd, Waterbury, CT 06710-1401 |
Activities | Hospital, Housing for the aged (see also 153), Other religious activities |
Subsection | Charitable Organization |
Ruling Date | 05/1939 |
Deductibility | Contributions are deductible |
Foundation | Private operating foundation exempt from paying excise taxes on investment income |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 09/2013 |
Assets | $10,000,000 to $49,999,999 |
Income | $1,000,000 to $4,999,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $11,010,118 |
Amount of Income | $4,258,967 |
Form 990 Revenue Amount | $1,216,563 |
Non-representatives - add comments:
Revenue 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 | $1,080,391 | $244,966 | $789,591 | |
Contributions, gifts, grants, etc., received | $60,618 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $244,966 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $544,625 | |||
Other | $230,182 | |||
Total expenses and disbursements | $1,238,415 | $46,434 | $347,388 | $812,453 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $1,238,415 | $46,434 | $812,453 | |
Contributions, gifts, grants paid | $0 | |||
Excess of revenue over expenses and disbursements | $-158,024 | |||
Net investment income | $198,532 | |||
Adjusted net income | $442,203 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $10,574,976 | $10,551,312 |
Cash - non-interest-bearing | $500 | |
Investments-U.S. and state government obligations | $1,266,460 | |
Investments-corporate stock | $5,765,211 | |
Investments-corporate bonds | $1,916,978 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $1,625,827 | |
Total liabilities | $18,865 | |
Mortgages and other notes payable | $0 | |
Other | $18,865 | |
Total liabilities and net assets/fund balances | $10,556,111 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $230,182 |
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? | Yes |
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 | $9,645,318 |
Net value of noncharitable-use assets | $9,500,640 |
Minimum investment return | $475,032 |
Distributable Amount (for 2012) | |
Distributable amount | $0 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $0 |
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 | $1 | $0 | $0 | $0 | $1 |
Qualifying distributions made directly for active conduct of exempt activities | $812,453 | $867,692 | $881,571 | $846,550 | $3,408,266 |
Value of all assets | $1 | $0 | $0 | $0 | $1 |
Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
2/3 of minimum investment return | $316,688 | $309,169 | $320,903 | $344,691 | $1,291,451 |
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 |
Write your review! |
|
Recently Added Reviews |
Siena Session For Music & The Arts Inc in Waterbury, CT |
New Direction Ministries in Bridgeport, CT
|
Newcomers Club Of Danbury New Fairfield Conn Inc in Danbury, CT
|
David And Sherry Cordani Family Foundation in West Hartford, CT |
Ccns Development Program Inc in Middletown, CT
|
Laura Norton Fund, Gelfenbien Roger A Ttee in Hartford, CT
|
Connecticut Renaissance Inc in Bridgeport, CT
|
Christ Chapel Of The Christian And Missionary Alliance in Madison, CT
|
Friends Helping Children Foundation Charitable Tr, Turina Tony Ttee in Torrington, CT |
Vicki Soto Memorial Fund in Southport, CT
|
Other organizations in Connecticut | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Southern Connecticut Storm Specialhockey Inc | 757 Oenoke Rdg, New Canaan, CT 06840-3126 | CT | 2008-06 | $54,705 |
2 | Southern New England Chapter Of The Eastern Region Of Appa Inc, Sneappa | 200 Bloomfield Ave, West Hartford, CT 06117-1545 | CT | 2011-01 | $25,232 |
3 | Southern New England Consortium Of Partnership 2000 Inc | Local, Avon, CT 06001 | CT | 2004-12 | $93,550 |
4 | Southern New England Turkish American Cultural Association Inc | PO BOX 270304, W Hartford, CT 06127-0304 | CT | 1995-06 | $13,230 |
5 | Southfield Childrens Center Inc | 84 Faith Rd, Newington, CT 06111-4810 | CT | 1989-06 | $886,160 |
6 | Southington Band Backers Club Inc | PO BOX 114, Plantsville, CT 06479-0114 | CT | 1984-12 | $214,472 |
7 | Southington Education Foundation Inc | PO BOX 42, Southington, CT 06489-0042 | CT | 2009-09 | $59,818 |
8 | Southington Masonic Temple Corporation | PO BOX 640, Southington, CT 06489 | CT | 1980-09 | $0 |
9 | Southington Police Benevolent Association | 69 Lazy Ln, Southington, CT 06489-1763 | CT | 2001-03 | $55,757 |
10 | Southington Rotary Trust | 960 S Main St, Plantsville, CT 06479-1645 | CT | 1982-08 | $83,804 |
11 | Southmayd Home Inc | 250 Columbia Blvd, Waterbury, CT 06710-1401 | CT | 1939-05 | $4,258,967 |
12 | Southport Area Association Inc | PO BOX 705, Southport, CT 06890-0705 | CT | 1961-09 | $1,574,738 |
13 | Southport Area Fund | PO BOX 705, Southport, CT 06890-0705 | CT | 1985-05 | $78,711 |
14 | Southport Conservancy Inc | PO BOX 744, Southport, CT 06890-0744 | CT | 1983-01 | $40,802 |
15 | Southport Volunteer Fire Department Inc | 69 Main St, Southport, CT 06890-1322 | CT | 1998-10 | $65,373 |
16 | Southwest Conference Inc | 5375 Main St, Stratford, CT 06614-1616 | CT | 1996-05 | $158,104 |
17 | Southwest Conservation District Inc | 51 Mill Pond Rd, Hamden, CT 06514-1703 | CT | 1983-11 | $266,240 |
18 | Southwestern Ahec Inc | 2 Research Dr 2nd Fl R, Shelton, CT 06484-6225 | CT | 2003-09 | $400,199 |
19 | Southwestern Connecticut Emergency Med Serv Adv Council Inc | 100 Mona Terrace, Fairfield, CT 06824-6493 | CT | 1977-05 | $501,692 |
20 | Special Olympics Connecticut Inc | 2666 State Street, Hamden, CT 06517-2232 | CT | 1987-10 | $5,709,631 |
Organization representatives - add corrected or new information about Southmayd Home Inc »
Non-representatives - add comments about Southmayd Home Inc»