Westport Weston Foundation Trust 2815030753 in Bridgeport, 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
| Westport Weston Foundation Trust 2815030753 | |
| Employer Identification Number (EIN) | 066035931 |
| Name of Organization | Westport Weston Foundation Trust 2815030753 |
| In Care of Name | Peoples United Bank |
| Address | 850 Main St Rc13-505, Bridgeport, CT 06604-4917 |
| Activities | 4947(a)(2) trust |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 12/1970 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $591,302 |
| Amount of Income | $85,718 |
| Form 990 Revenue Amount | $24,815 |
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 | $22,341 | $22,341 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $19,870 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,469 | |||
| Total expenses and disbursements | $47,924 | $8,007 | $0 | $39,457 |
| Compensation of officers, directors, trustees, etc. | $6,804 | |||
| Total operating and administrative expenses | $12,424 | $8,007 | $3,957 | |
| Contributions, gifts, grants paid | $35,500 | |||
| Excess of revenue over expenses and disbursements | $-25,583 | |||
| Net investment income | $14,334 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $618,546 | $727,520 |
| Cash - non-interest-bearing | $311 | |
| Investments-U.S. and state government obligations | $39,948 | |
| Investments-corporate stock | $305,023 | |
| Investments-corporate bonds | $109,639 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $99,956 | |
| Other | $63,669 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $618,546 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,469 |
| 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 | $143 |
| Total credits and payments | $230 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $230 |
| 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 | $87 |
| Amount to be credited to 2013 estimated tax | $87 |
| 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 | $734,872 |
| Net value of noncharitable-use assets | $723,840 |
| Minimum investment return | $36,192 |
| Distributable Amount (for 2012) | |
| Distributable amount | $36,049 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $36,049 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $25,573 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
New Direction Ministries in Bridgeport, CT
  |
Connecticut Renaissance Inc in Bridgeport, CT
 |
| St Marks Day Care Center Inc in Bridgeport, CT |
|
Hispanic Society Bridgeport Police Department Inc in Bridgeport, CT
|
|
Newcomers Club Of Danbury New Fairfield Conn Inc in Danbury, CT
|
| David And Sherry Cordani Family Foundation in West Hartford, CT |
|
Ccns Development Program Inc in Middletown, CT
|
|
Laura Norton Fund, Gelfenbien Roger A Ttee in Hartford, CT
|
|
Christ Chapel Of The Christian And Missionary Alliance in Madison, CT
|
| Friends Helping Children Foundation Charitable Tr, Turina Tony Ttee in Torrington, CT |
| Other organizations in Connecticut | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Westport Football Association Inc | 28 Hickory Dr, Westport, CT 06880-3808 | CT | 2003-11 | $206,174 |
| 2 | Green Village Initiative Inc | 1 Morningside Dr N Bldg B 2nd Fl, Westport, CT 06880-3847 | CT | 2010-08 | $261,153 |
| 3 | Westport Library Assoc | Arnold Bernhard Plaza, Westport, CT 06880 | CT | 1970-01 | $8,749,496 |
| 4 | Westport Little League Baseball Incorporated | PO BOX 581, Westport, CT 06881-0581 | CT | 1967-12 | $770,496 |
| 5 | Westport Police Athletic League | 50 Jesup Rd, Westport, CT 06880-4309 | CT | 1967-04 | $1,049,347 |
| 6 | Westport Professional Fire Fighters Association Inc | 515 Post Rd E, Westport, CT 06880-4452 | CT | 1985-06 | $112,703 |
| 7 | Westport Rotary Club Foundation Inc | PO BOX 743, Westport, CT 06881-0743 | CT | 1991-03 | $83,399 |
| 8 | Westport Soccer Association Inc | PO BOX 2561, Westport, CT 06880-0561 | CT | 2005-10 | $970,950 |
| 9 | Westport Volunteer Emergency Medical Service Inc | 50 Jesup Rd, Westport, CT 06880-4309 | CT | 1980-06 | $469,888 |
| 10 | Westport Volunteer Fire Department Inc | 33 West Parish Road, Westport, CT 06880 | CT | 1990-05 | $39,467 |
| 11 | Westport Weston Foundation Trust 2815030753 | 850 Main St Rc13-505, Bridgeport, CT 06604-4917 | CT | 1970-12 | $85,718 |
| 12 | Westport Womans Club Inc | 44 Imperial Ave, Westport, CT 06880-4304 | CT | 1967-06 | $545,529 |
| 13 | Westport Young Womans League Inc | 44 Imperial Ave, Westport, CT 06880-4304 | CT | 1999-03 | $133,414 |
| 14 | Westport-Weston Cooperative Nursery School Inc | 10 Lyons Plains Rd, Westport, CT 06880-1302 | CT | 1977-03 | $793,368 |
| 15 | Westville Community Nursery School Inc | 34 Harrison St, New Haven, CT 06515-2814 | CT | 1992-08 | $242,687 |
| 16 | Westville Village Renaissance Alliance | Alliance Inc, New Haven, CT 06515 | CT | 2004-07 | $188,594 |
| 17 | Wethersfield Chamber Of Commerce Incorporated | PO BOX 290186, Wethersfield, CT 06129-0186 | CT | 1966-05 | $104,030 |
| 18 | Wethersfield Cooperative Nursery School Inc, Linda J Buccheri | PO BOX 290042, Wethersfield, CT 06129-0042 | CT | 1991-03 | $67 |
| 19 | Wethersfield Country Club Inc | 76 Country Club Rd, Wethersfield, CT 06109-3658 | CT | 1942-10 | $3,218,359 |
| 20 | Wethersfield Game Club Inc | 186 Middletown Ave, Wethersfield, CT 06109-3805 | CT | 1964-02 | $63,289 |
Organization representatives - add corrected or new information about Westport Weston Foundation Trust 2815030753 »
Non-representatives - add comments about Westport Weston Foundation Trust 2815030753»