Walton E & Mary T Burdick Family Foundation, Burdick Walton & Mary Ttee in Stamford, 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
| Walton E & Mary T Burdick Family Foundation, Burdick Walton & Mary Ttee | |
| Employer Identification Number (EIN) | 066379689 |
| Name of Organization | Walton E & Mary T Burdick Family Foundation |
| Secondary Name | Burdick Walton & Mary Ttee |
| In Care of Name | Cummings & Lockwood Llc |
| Address | PO BOX 120, Stamford, CT 06904-0120 |
| Activities | School, college, trade school, etc., Hospital, Community Chest, United Way, etc. |
| Subsection | Charitable Organization |
| Ruling Date | 04/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,200,649 |
| Amount of Income | $301,591 |
| Form 990 Revenue Amount | $134,026 |
Non-representatives - add comments:
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 | $85,613 | $21,710 | $0 | |
| Contributions, gifts, grants, etc., received | $99,000 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $21,710 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $61,860 | $14,834 | $0 | $47,026 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $19,460 | $14,834 | $4,626 | |
| Contributions, gifts, grants paid | $42,400 | |||
| Excess of revenue over expenses and disbursements | $23,753 | |||
| Net investment income | $6,876 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,128,816 | $1,173,290 |
| Cash - non-interest-bearing | $77,577 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $883,692 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $167,547 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,128,816 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-35,097 |
| 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 | $69 |
| Total credits and payments | $1,056 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,056 |
| 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 | $987 |
| Amount to be credited to 2013 estimated tax | $987 |
| 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? | Yes |
| 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 | $1,123,246 |
| Net value of noncharitable-use assets | $1,106,400 |
| Minimum investment return | $55,320 |
| Distributable Amount (for 2012) | |
| Distributable amount | $55,251 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $55,251 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $39,700 |
| 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 | Wallingford Public Library Assoc | Association 200 North Main Street, Wallingford, CT 06492 | CT | 1950-11 | $3,076,738 |
| 2 | Wallingford Rod & Gun Club Inc | 411 N Branford Rd, Wallingford, CT 06492-2717 | CT | $208,273 | |
| 3 | Wallingford Symphony Society Inc | PO BOX 6023, Wallingford, CT 06492-0088 | CT | 2000-01 | $112,425 |
| 4 | Wallingford Wishing Well Inc | 382 N Cherry Street Ext, Wallingford, CT 06492-2309 | CT | 1995-03 | $53,096 |
| 5 | Wallingford Youth Soccer League Inc | PO BOX 1552, Wallingford, CT 06492-1152 | CT | 1995-01 | $285,029 |
| 6 | Walter And Julianne Sullivan Foundation | C/O Filomeno Co 80 South Main, West Hartford, CT 06107 | CT | 1999-04 | $17,925 |
| 7 | Walter Camp Foundation Inc | PO BOX 1663, New Haven, CT 06507-1663 | CT | 1968-04 | $413,358 |
| 8 | Walter J Berbecker And Lilie Berbecker Scholarship Fund | 30 Maltbie Rd, Newtown, CT 06470-2508 | CT | 1987-07 | $601,246 |
| 9 | Walter S Brooks Elderly Homes At Ormont Court Inc | 810 Orchard Street, New Haven, CT 06511-3375 | CT | 2005-12 | $150,586 |
| 10 | Walters Charitable Tr, Walters Milton J Ttee | 82-2 Mount Archer Rd, Old Lyme, CT 06371-3158 | CT | 1999-10 | $1,351 |
| 11 | Walton E & Mary T Burdick Family Foundation, Burdick Walton & Mary Ttee | PO BOX 120, Stamford, CT 06904-0120 | CT | 1993-04 | $301,591 |
| 12 | Wam United | 18 Ridgewood Rd C/O Nitsa Benson, Willington, CT 06279 | CT | 1999-11 | $35,228 |
| 13 | Wapping Cemetery Association Inc | PO BOX 299, Ellington, CT 06029-0299 | CT | 2002-04 | $75,302 |
| 14 | Wapping Elementary School Parent Teacher Organization Incorporated | 91 Ayers Rd, South Windsor, CT 06074-2036 | CT | 2006-02 | $26,893 |
| 15 | Warburton Chapel Trustees | 60 Gold St, Hartford, CT 06103-2905 | CT | 1936-04 | $83,349 |
| 16 | Ward-Heitman Museum Foundation Inc | PO BOX 573, West Haven, CT 06516-0573 | CT | 1996-11 | $31,782 |
| 17 | Warehouse Point Fire Department Incorporated | 89 Bridge St, East Windsor, CT 06088 | CT | 1993-09 | $17,951 |
| 18 | Warehouse Point Housing For The Elderly Inc | 235r Main Street, East Windsor, CT 06088-9538 | CT | 1986-04 | $291,540 |
| 19 | Warm The Children Inc | 166 Skunk Misery Road, Higganum, CT 06441 | CT | 1993-06 | $12,234 |
| 20 | Warren Foundation Inc | 26 Copperstone Ln, Madison, CT 06443-2035 | CT | 1997-04 | $100,053 |
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