Wallingford Historial Society Inc in Wallingford, 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
| Wallingford Historial Society Inc | |
| Employer Identification Number (EIN) | 066035188 |
| Name of Organization | Wallingford Historial Society Inc |
| Address | PO BOX 73, Wallingford, CT 06492-0073 |
| Activities | "Unspecified" |
| Subsection | Educational Organization |
| Ruling Date | 08/1983 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2013 |
| Assets | $500,000 to $999,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $847,502 |
| Amount of Income | $18,045 |
| Form 990 Revenue Amount | $25,126 |
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 | $20,641 | $8,295 | $8,295 | |
| Contributions, gifts, grants, etc., received | $12,168 | |||
| Interest on savings and temporary cash investments | $60 | |||
| Dividends and interest from securities | $8,235 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $178 | |||
| Gross sales less returns and allowances | $27 | |||
| Less: Cost of goods sold | $151 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $27,300 | $10,253 | $10,253 | $17,047 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $27,300 | $10,253 | $17,047 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-6,659 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $849,173 | $1,179,902 |
| Cash - non-interest-bearing | $1,873 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $786,634 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $60,666 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $849,173 | |
| 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 | $400 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $400 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $400 |
| 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 | $816,069 |
| Net value of noncharitable-use assets | $803,820 |
| Minimum investment return | $40,191 |
| Distributable Amount (for 2012) | |
| Distributable amount | $40,191 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $40,191 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $40,191 |
| 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 | Wakelee School Pto | 12 Hemple Dr, Wolcott, CT 06716-1714 | CT | 2003-01 | $58,930 |
| 2 | Wakeman Memorial Association Inc | 385 Center St, Southport, CT 06890-1431 | CT | 1937-11 | $3,230,175 |
| 3 | Waldman Bass Foundation Inc | 25 Covlee Dr, Westport, CT 06880-6407 | CT | 1999-06 | $3,240 |
| 4 | Walks Foundation Inc | PO BOX 155, West Granby, CT 06090-0155 | CT | 1958-05 | $109,860 |
| 5 | Wallingford Center Inc | 128 Center St, Wallingford, CT 06492-4114 | CT | 1988-12 | $119,908 |
| 6 | Wallingford Chamber Of Commerce Inc | 50 N Main St Ste 2, Wallingford, CT 06492-3719 | CT | 1943-01 | $370,873 |
| 7 | Wallingford Committee On Aging Inc | 238 Washington St, Wallingford, CT 06492-2327 | CT | 1992-11 | $1,115,545 |
| 8 | Wallingford Fireworks Fund Inc | 35 Lincoln Drive Ext, Wallingford, CT 06492 | CT | 2010-10 | $32,957 |
| 9 | Wallingford Foundation Sponsored By The Rotary Club Of Wallingford | PO BOX 213, Wallingford, CT 06492-0213 | CT | 1989-10 | $77,851 |
| 10 | Wallingford Hawks Youth Hockey Association Inc | PO BOX 644, Wallingford, CT 06492-0644 | CT | 1972-01 | $527,409 |
| 11 | Wallingford Historial Society Inc | PO BOX 73, Wallingford, CT 06492-0073 | CT | 1983-08 | $18,045 |
| 12 | Wallingford Historic Preservation Trust Inc | 54 N Elm St, Wallingford, CT 06492-3802 | CT | 1996-11 | $142,965 |
| 13 | Wallingford Police Benevolent Association Trust | 135 N Main St, Wallingford, CT 06492-3709 | CT | 1991-05 | $44,201 |
| 14 | Wallingford Public Library Assoc | Association 200 North Main Street, Wallingford, CT 06492 | CT | 1950-11 | $3,076,738 |
| 15 | Wallingford Rod & Gun Club Inc | 411 N Branford Rd, Wallingford, CT 06492-2717 | CT | $208,273 | |
| 16 | Wallingford Symphony Society Inc | PO BOX 6023, Wallingford, CT 06492-0088 | CT | 2000-01 | $112,425 |
| 17 | Wallingford Wishing Well Inc | 382 N Cherry Street Ext, Wallingford, CT 06492-2309 | CT | 1995-03 | $53,096 |
| 18 | Wallingford Youth Soccer League Inc | PO BOX 1552, Wallingford, CT 06492-1152 | CT | 1995-01 | $285,029 |
| 19 | Walter And Julianne Sullivan Foundation | C/O Filomeno Co 80 South Main, West Hartford, CT 06107 | CT | 1999-04 | $17,925 |
| 20 | Walter Camp Foundation Inc | PO BOX 1663, New Haven, CT 06507-1663 | CT | 1968-04 | $413,358 |
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