William Caspar Graustein Memorial Fund in Hamden, 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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Other organizations in Connecticut
| William Caspar Graustein Memorial Fund | |
| Employer Identification Number (EIN) | 046037391 |
| Name of Organization | William Caspar Graustein Memorial Fund |
| Address | 2319 Whitney Ave Ste 2b, Hamden, CT 06518-3534 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization, Educational Organization, Literary Organization |
| Ruling Date | 08/1994 |
| 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 | $10,000,000 to $49,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $113,687,201 |
| Amount of Income | $10,365,741 |
| Form 990 Revenue Amount | $5,776,246 |
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 | $7,062,171 | $6,391,481 | $0 | |
| Contributions, gifts, grants, etc., received | $657,478 | |||
| Interest on savings and temporary cash investments | $4 | |||
| Dividends and interest from securities | $2,459,474 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $97,300 | |||
| Other | $3,847,915 | |||
| Total expenses and disbursements | $6,636,045 | $1,298,039 | $0 | $5,312,748 |
| Compensation of officers, directors, trustees, etc. | $275,325 | |||
| Total operating and administrative expenses | $4,028,554 | $1,298,039 | $2,705,257 | |
| Contributions, gifts, grants paid | $2,607,491 | |||
| Excess of revenue over expenses and disbursements | $426,126 | |||
| Net investment income | $5,093,442 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $81,450,094 | $106,114,990 |
| Cash - non-interest-bearing | $500 | |
| Investments-U.S. and state government obligations | $1,055,680 | |
| Investments-corporate stock | $52,100,749 | |
| Investments-corporate bonds | $1,097,320 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $23,273,467 | |
| Other | $3,922,378 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $81,450,094 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $3,847,915 |
| 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 | $101,869 |
| Total credits and payments | $80,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $80,000 |
| 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 | $1,709 |
| Tax due | $23,578 |
| 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? | Yes |
| 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 | $103,409,867 |
| Net value of noncharitable-use assets | $101,858,720 |
| Minimum investment return | $5,092,936 |
| Distributable Amount (for 2012) | |
| Distributable amount | $4,991,067 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $4,991,067 |
| 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 |
| Unrelated Trade or Business Income (for 2008) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $46,177 | $0 | $46,177 |
| Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
| Cost of goods sold | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 |
| Capital gain net income | $0 | $0 | $0 |
| Net gain | $0 | $0 | $0 |
| Capital loss deduction for trusts | $0 | $0 | $0 |
| Income (loss) from partnerships and S corporations | $46,177 | $19 | $46,177 |
| Rent income | $0 | $0 | $0 |
| Unrelated debt-financed income | $0 | $0 | $0 |
| Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
| Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
| Exploited exempt activity income | $0 | $0 | $0 |
| Advertising income | $0 | $0 | $0 |
| Other income | $0 | $0 | $0 |
| Deductions Not Taken Elsewhere (for 2008) | |
| Total deductions | $260 |
| Compensation of officers, directors, and trustees | $0 |
| Salaries and wages | $0 |
| Repairs and maintenance | $0 |
| Bad debts | $0 |
| Interest | $0 |
| Taxes and licenses | $260 |
| Charitable contributions | $0 |
| Depreciation | $0 |
| Depletion | $0 |
| Contributions to deferred compensation plans | $0 |
| Employee benefit programs | $0 |
| Excess exempt expenses | $0 |
| Excess readership costs | $0 |
| Other deductions | $0 |
| Unrelated business taxable income | $46,437 |
| Unrelated business taxable income before net operating loss deduction | $46,437 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $46,437 |
| Specific deduction | $0 |
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| Other organizations in Connecticut | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Watt Family Foundation | 16 Gilliam Ln, Riverside, CT 06878-2204 | CT | 1988-03 | $189,815 |
| 2 | Theaterworks Inc | One Gold Street, Hartford, CT 06103-2900 | CT | 1987-02 | $2,162,671 |
| 3 | Turn Of River Fire Dept Inc | 268 Turn Of River Rd, Stamford, CT 06905-1321 | CT | 1981-02 | $507,654 |
| 4 | University Of Connecticut Cooperative Corporation | 2075 Hillside Rd Unit 1019, Storrs, CT 06269-1019 | CT | 1975-11 | $23,686,085 |
| 5 | Vince & Linda Mcmahon Familyfoundation Inc | 1241 E Main St, Stamford, CT 06902-3520 | CT | 2007-05 | $9,532,923 |
| 6 | Visiting Nurse & Health Services Of Ct Inc | 8 Keynote Dr, Vernon, CT 06066-5040 | CT | 1941-04 | $26,964,931 |
| 7 | Western Connecticut Association For Human Rights, We Cahr | 325 Main St, Danbury, CT 06810-5818 | CT | 1978-10 | $193,559 |
| 8 | Westport Country Playhouse Inc | 25 Powers Ct, Westport, CT 06880-3621 | CT | 1974-04 | $4,476,217 |
| 9 | Wheels In The Woods Foundation Inc | 51 Milbank Rd, Fairfield, CT 06824-2024 | CT | 2000-03 | $634,297 |
| 10 | Whole Life Inc | 216 Broad St Fl 3, New London, CT 06320-5335 | CT | 1988-02 | $12,731,451 |
| 11 | William Caspar Graustein Memorial Fund | 2319 Whitney Ave Ste 2b, Hamden, CT 06518-3534 | CT | 1994-08 | $10,365,741 |
| 12 | Wilton Historical Society Incorporated | 224 Danbury Rd, Wilton, CT 06897-6000 | CT | 1956-10 | $670,376 |
| 13 | Wilton Library Association Incorporated | 137 Old Ridgefield Rd, Wilton, CT 06897-3019 | CT | 1943-04 | $3,688,304 |
| 14 | Woodstock Agricultural Society Inc | PO BOX 1, S Woodstock, CT 06267-0001 | CT | 1985-03 | $1,369,164 |
| 15 | Yale Alumni Publications Inc | PO BOX 1905, New Haven, CT 06509-1905 | CT | 1938-04 | $1,999,160 |
| 16 | Young Mens Christian Assoc Of Greenwich | 50 E Putnam Ave, Greenwich, CT 06830-5601 | CT | 1934-05 | $12,478,282 |
| 17 | Young Mens Christian Association Of Stamford | 909 Washington Blvd, Stamford, CT 06901-2916 | CT | 1953-09 | $2,428,443 |
| 18 | Youth Challenge Of Connecticut Inc | 15 May St # 17, Hartford, CT 06105-1519 | CT | 1971-03 | $663,859 |
| 19 | Brooklyn Historical Society | 25 Canterbury Road, Brooklyn, CT 06234 | CT | 2006-03 | $0 |
| 20 | Christ Presbyterian Church | 135 Whitney Ave, New Haven, CT 06510-1245 | CT | 1974-04 | $0 |
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