Stanley Family Foundation in Norwalk, 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
| Stanley Family Foundation | |
| Employer Identification Number (EIN) | 061157888 |
| Name of Organization | Stanley Family Foundation |
| Address | 47 Richards Ave, Norwalk, CT 06857-0001 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1986 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $50,000,000 to greater |
| Income | $50,000,000 to greater |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $239,974,872 |
| Amount of Income | $204,777,095 |
| Form 990 Revenue Amount | $17,723,121 |
Non-representatives - add comments:
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 | $948,233 | $2,033,836 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,033,836 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $4,172,151 | $12,074 | $0 | $4,130,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $42,151 | $12,074 | $0 | |
| Contributions, gifts, grants paid | $4,130,000 | |||
| Excess of revenue over expenses and disbursements | $-3,223,918 | |||
| Net investment income | $2,021,762 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $102,657,104 | $124,331,597 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $54,424,901 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $39,968,304 | |
| Other | $8,263,899 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $102,657,104 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-1,085,603 |
| 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 | $20,218 |
| Total credits and payments | $50,013 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $50,013 |
| 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 | $29,795 |
| Amount to be credited to 2013 estimated tax | $29,795 |
| 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)? | Yes |
| 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 | $116,941,655 |
| Net value of noncharitable-use assets | $115,187,540 |
| Minimum investment return | $5,759,377 |
| Distributable Amount (for 2012) | |
| Distributable amount | $5,739,159 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $5,739,159 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,531,756 |
| 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 | Stamford Partnership Inc | 680 Washington Blvd, Stamford, CT 06901-3700 | CT | 1980-08 | $90,200 |
| 2 | Stamford Police Association Inc | 805 Bedford St, Stamford, CT 06901-1103 | CT | 1947-02 | $521,114 |
| 3 | Stamford Public Education Foundation Inc | Suite 203, Stamford, CT 06901 | CT | 1997-02 | $437,556 |
| 4 | Stamford Rotary Trust Fund | PO BOX 8026, Stamford, CT 06905-8026 | CT | 1962-08 | $232,112 |
| 5 | Stamford Senior Center Inc | 888 Washington Blvd, Stamford, CT 06901-2902 | CT | 1997-03 | $488,766 |
| 6 | Cfa Society Of Stamford Inc | 1127 High Ridge Rd Ste 307, Stamford, CT 06905-1203 | CT | 1998-06 | $91,738 |
| 7 | Stamford Womans Club Inc | PO BOX 16793, Stamford, CT 06905-8793 | CT | 1966-08 | $30,865 |
| 8 | Stamford Youth Foundation Inc | PO BOX 4659, Stamford, CT 06907-0659 | CT | 2002-03 | $274,492 |
| 9 | Stamford Youth Hockey Association Inc | PO BOX 4030, Stamford, CT 06907-0030 | CT | 1998-03 | $458,551 |
| 10 | Stamford Youth Soccer League Inc | 146 Gaymoor Dr, Stamford, CT 06907-1332 | CT | 1979-07 | $453,559 |
| 11 | Stanley Family Foundation | 47 Richards Ave, Norwalk, CT 06857-0001 | CT | 1986-08 | $204,777,095 |
| 12 | Stanley Seniors Charitable Foundation Inc | 1000 Stanley Dr, New Britain, CT 06053-1675 | CT | 1995-03 | $3,997 |
| 13 | Stanton-Davis Homestead Museum Inc | 595 Taugwonk Rd, Stonington, CT 06378 | CT | 2004-04 | $41,254 |
| 14 | Staples Free School Trust | PO BOX 425, Easton, CT 06612-0425 | CT | 1975-12 | $26,863 |
| 15 | Staples High School Tuition Grants Committee Inc | PO BOX 5159, Westport, CT 06881-5159 | CT | 1976-03 | $354,751 |
| 16 | Staples Lacrosse | 23 Tupelo Road, Westport, CT 06880 | CT | 2008-11 | $0 |
| 17 | Star Foundation Inc | 182 Wolfpit Ave, Norwalk, CT 06851-3436 | CT | 1993-10 | $479,704 |
| 18 | Star Inc Lighting The Way | 182 Wolfpit Ave, Norwalk, CT 06851-3436 | CT | 1954-05 | $12,318,601 |
| 19 | Starr Family Foundation | 161 Spring House Rd, Fairfield, CT 06824-2161 | CT | 1998-04 | $46,226 |
| 20 | Starwood Teens Inc | 171 Columbus Ave, Stratford, CT 06615-7211 | CT | 2010-07 | $2,963 |
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