St Huberts Foundation Charitable Tr, Morley James T Jr Ttee in Newtown, 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
- Organizations performing similar types of work
St Huberts Foundation Charitable Tr, Morley James T Jr Ttee | |
Employer Identification Number (EIN) | 066442590 |
Name of Organization | St Huberts Foundation Charitable Tr |
Secondary Name | Morley James T Jr Ttee |
In Care of Name | James T Morley Jr |
Address | 54 Huntingtown Rd, Newtown, CT 06470-2615 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 02/1997 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $100,000 to $499,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $194,079 |
Amount of Income | $37,201 |
Form 990 Revenue Amount | $-8,445 |
National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2013: $37,201 (it was $18,932 in 2012)
St Huberts Foundation Charitable Tr, Morley James T Jr Ttee: | $37,201 |
Other organizations performing similar types of work: | $120,160 |
Assets in 2013: $194,079 (it was $214,453 in 2012)
St Huberts Foundation Charitable Tr, Morley James T Jr Ttee: | $194,079 |
Other organizations performing similar types of work: | $450,518 |
Expenses in 2012: $28,182
This organization: | $28,182 |
Other organizations performing similar types of work: | $61,287 |
Income to expenses ratio in 2012: 1.3
This organization: | 1.3 |
Other organizations performing similar types of work: | 7.3 |
Grants share in income in 2012: 0.0%
St Huberts Foundation Charitable Tr, Morley James T Jr Ttee: | 0.0% |
Other organizations performing similar types of work: | 8.9% |
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 | $4,119 | $12,948 | $12,191 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $12,191 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $757 | |||
Total expenses and disbursements | $28,182 | $312 | $0 | $26,870 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $1,312 | $312 | $0 | |
Contributions, gifts, grants paid | $26,870 | |||
Excess of revenue over expenses and disbursements | $-24,063 | |||
Net investment income | $12,636 | |||
Adjusted net income | $12,191 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $214,453 | $289,040 |
Cash - non-interest-bearing | $10,223 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $63,115 | |
Investments-corporate bonds | $48,112 | |
Investments-mortgage loans | $0 | |
Investments-other | $93,003 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $214,453 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
Net capital loss | $-8,829 |
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 | $253 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $253 |
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 | $291,220 |
Net value of noncharitable-use assets | $286,860 |
Minimum investment return | $14,343 |
Distributable Amount (for 2012) | |
Distributable amount | $14,090 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $14,090 |
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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Organizations performing similar types of work | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Tudor Foundation Inc | 1275 King St, Greenwich, CT 06831-2936 | CT | 1998-01 | $4,557,000 |
2 | The Robert A And Elizabeth R Jeffe Foundation, Jeffe Robert A Et Al Ttee | 19 Hawkwood Ln, Greenwich, CT 06830-3924 | CT | 1998-08 | $4,383,856 |
3 | Vranos Foundation | 53 Forest Avenue 2nd Floor, Old Greenwich, CT 06870-1526 | CT | 1997-10 | $4,004,205 |
4 | Thomston Savings Bank Foundation Inc | PO BOX 907, Thomaston, CT 06787-0907 | CT | 1998-08 | $1,565,617 |
5 | The Octoberhill Foundation C/O Sharon Trulock Esq | 17 Taunton Ridge Rd, Newtown, CT 06470-1419 | CT | 1995-05 | $1,294,008 |
6 | Union Savings Bank Foundation Inc | 226 Main St, Danbury, CT 06810-6635 | CT | 1998-07 | $1,042,868 |
7 | Ward Foundation Inc | 77 Winfield Ln, New Canaan, CT 06840-3439 | CT | 1998-09 | $966,674 |
8 | The Rhoda And David Chase Family Foundation Inc | Chase Enterpgoodwin Sq225 Asylum St, Hartford, CT 06103 | CT | 1998-01 | $641,273 |
9 | Shames Family Foundation | 35 Mollbrook Dr, Wilton, CT 06897-4709 | CT | 1998-11 | $581,572 |
10 | Ud Jc & Aj Bowling-Bowling Family Foundation, Bowling James C Ttee | PO BOX 1214, Stamford, CT 06904-1214 | CT | 1997-05 | $433,042 |
11 | The@luke Obrien Foundation | 85 Chestnut Hill Rd, Wilton, CT 06897-4606 | CT | 1998-10 | $244,147 |
12 | The Parkinson Family Charitable Foundation Incorporated | 640 W Putnam Ave Floor 3, Greenwich, CT 06830-6008 | CT | 1998-08 | $241,635 |
13 | Stephen & Denise Adams Family Foundation Inc | 88 Old Roxbury Rd, Roxbury, CT 06783-1809 | CT | 1998-03 | $73,281 |
14 | The John Treacy And Darcy F Beyer Foundation Inc | C/O Andersen Tax 1700 E Putnam Ave, Old Greenwich, CT 06870 | CT | 1997-02 | $68,879 |
15 | William And Barbara Family Foundation | 111 Duncan Dr, Greenwich, CT 06831-3617 | CT | 1998-01 | $55,732 |
16 | Steven And Sharon Chrust Foundation | 107 Saddle Rock Rd, Stamford, CT 06902-8228 | CT | 1998-08 | $41,000 |
17 | St Huberts Foundation Charitable Tr, Morley James T Jr Ttee | 54 Huntingtown Rd, Newtown, CT 06470-2615 | CT | 1997-02 | $37,201 |
18 | Vallee Foundation | 60 Pinney St Apt 1, Ellington, CT 06029-3828 | CT | 1998-10 | $7,457 |
19 | Wakely Foundation | 24 Hemlock Glen Rd, Hampton, CT 06247-1203 | CT | 1998-05 | $3,999 |
20 | Treibick Family Foundation Inc | PO BOX 311028 GLENVILLE STATION, Greenwich, CT 06831 | CT | 1996-07 | $2,639 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 5,225 |
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