Updike Kelly & Spellacy Charitable Foundation Inc in Hartford, 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
| Updike Kelly & Spellacy Charitable Foundation Inc | |
| Employer Identification Number (EIN) | 061409387 |
| Name of Organization | Updike Kelly & Spellacy Charitable Foundation Inc |
| In Care of Name | James H Lloyd Iii Esq |
| Address | PO BOX 231277, Hartford, CT 06123-1277 |
| Activities | Community Chest, United Way, etc. |
| Subsection | Charitable Organization |
| Ruling Date | 02/1995 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000 to $24,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $10,045 |
| Amount of Income | $34,500 |
| Form 990 Revenue Amount | $37,700 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Fund Raising Organizations That Cross Categories |
Non-representatives - add comments:
| 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 | $36,000 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $36,000 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $36,220 | $0 | $0 | $36,220 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $0 | $0 | $0 | |
| Contributions, gifts, grants paid | $36,220 | |||
| Excess of revenue over expenses and disbursements | $-220 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $16,005 | $16,005 |
| Cash - non-interest-bearing | $16,005 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $16,005 | |
| 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 | $16,115 |
| Net value of noncharitable-use assets | $15,880 |
| Minimum investment return | $794 |
| Distributable Amount (for 2012) | |
| Distributable amount | $794 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $794 |
| 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 | United Way Of Southeastern Conn Inc | 283 Stoddards Wharf Rd, Gales Ferry, CT 06335-1131 | CT | 1969-03 | $11,192,487 |
| 2 | United Way Of Southington Inc | PO BOX 546, Southington, CT 06489-0546 | CT | 1972-02 | $365,829 |
| 3 | United Way Of West Central Connecticut | 10 Main St, Bristol, CT 06010-6527 | CT | 1962-11 | $1,411,534 |
| 4 | United Way Of Western Connecticut Inc | 85 West St, Danbury, CT 06810-6528 | CT | 1942-07 | $6,324,764 |
| 5 | Unity Dance Ensemble | 489 Wolcxott St, Bristol, CT 06010-6469 | CT | 2009-06 | $5,791 |
| 6 | University Of Connecticut Health Center Auxiliary, Connucopia Gift Shop | 263 Farmington Ave, Farmington, CT 06030-0001 | CT | 1973-01 | $58,912 |
| 7 | University Of Connecticut Law School Alumni Association Inc | 45 Elizabeth St, Hartford, CT 06105-2213 | CT | 1982-08 | $109,866 |
| 8 | University Row Homes Inc | 51 Vine Street, Hartford, CT 06112-2205 | CT | 1985-08 | $275,376 |
| 9 | Unnold & Lee Family Foundation Inc | 52 Lanark Rd, Stamford, CT 06902-7820 | CT | 2000-04 | $1 |
| 10 | Unquowa School Association Inc | 981 Stratfield Rd, Fairfield, CT 06825-1655 | CT | 1935-05 | $5,659,405 |
| 11 | Updike Kelly & Spellacy Charitable Foundation Inc | PO BOX 231277, Hartford, CT 06123-1277 | CT | 1995-02 | $34,500 |
| 12 | Upper Albany Neighborhood Collaborative Inc | 1229 Albany Avenue, Hartford, CT 06112 | CT | 1995-08 | $0 |
| 13 | Upper Housatonic Valley National Heritage Area Inc | PO BOX 493, Salisbury, CT 06068-0493 | CT | 2002-07 | $236,921 |
| 14 | Upson Trust | 349 Hubbard St, Glastonbury, CT 06033-3075 | CT | 1974-11 | $172,765 |
| 15 | Urban Alliance Inc | 750 Main St Ste 1100, Hartford, CT 06103-2702 | CT | 2008-09 | $695,665 |
| 16 | Urban League Of Greater Hartford Inc | 140 Woodland St, Hartford, CT 06105-1210 | CT | 1965-03 | $2,599,244 |
| 17 | Urban League Of Southern Connecticut Inc | 2777 Summer St Ste 201, Stamford, CT 06905-4383 | CT | 1969-10 | $653,411 |
| 18 | Urbin T Kelley School Pto | 501 Ridgewood Rd, Southington, CT 06489-2352 | CT | 1987-01 | $60,001 |
| 19 | Us Lacrosse Inc, The Connecticut Lacrosse Fndtn | 365 Maple Ave, Cheshire, CT 06410-2510 | CT | 1992-03 | $49,516 |
| 20 | Us Pain Foundation Inc | 670 Newfield St Ste B, Middletown, CT 06457-1867 | CT | 2010-06 | $467,042 |
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