Gladys F Oneil Charitable Tr 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
| Gladys F Oneil Charitable Tr | |
| Employer Identification Number (EIN) | 016138763 |
| Name of Organization | Gladys F Oneil Charitable Tr |
| In Care of Name | Peoples United Bank Tr Dept Ttee |
| Address | 850 Main St 13th Fl, Bridgeport, CT 06604-4917 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| 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 | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,232,295 |
| Amount of Income | $792,610 |
| Form 990 Revenue Amount | $83,914 |
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 | $206,622 | $206,622 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $81,468 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $125,154 | |||
| Total expenses and disbursements | $159,741 | $17,605 | $0 | $142,036 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $17,705 | $17,605 | $0 | |
| Contributions, gifts, grants paid | $142,036 | |||
| Excess of revenue over expenses and disbursements | $46,881 | |||
| Net investment income | $189,017 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,280,309 | $2,644,096 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $116,733 | |
| Investments-corporate stock | $2,148,211 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $15,365 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $2,280,309 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $125,154 |
| 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 | $1,890 |
| Total credits and payments | $3,721 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $721 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $3,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $1,831 |
| Amount to be credited to 2013 estimated tax | $1,831 |
| 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 | $2,668,578 |
| Net value of noncharitable-use assets | $2,628,540 |
| Minimum investment return | $131,427 |
| Distributable Amount (for 2012) | |
| Distributable amount | $129,537 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $129,537 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $64,535 |
| 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 | Hanson Family Foundation | 76 Turtle Back Ln W, New Canaan, CT 06840-2616 | CT | 2001-08 | $151,469 |
| 2 | Harambee Center Inc | 54 West St, Danbury, CT 06810-6530 | CT | 1997-04 | $125,403 |
| 3 | Harambi For Kids Foundation Incorporated, African Childrens Life | 22 Simsbury Manor Dr, Weatogue, CT 06089-9754 | CT | 2004-02 | $15,111 |
| 4 | Harbor Valley Yatch Club Inc, Harbor Valley Yatch Club | 47 Dexter Dr, Shelton, CT 06484-5921 | CT | 2009-11 | $21,884 |
| 5 | Harc Inc | 900 Asylum Ave, Hartford, CT 06105-1901 | CT | 2001-04 | $17,191,624 |
| 6 | Harlan E Anderson Foundation | 179 Oenoke Rdg, New Canaan, CT 06840-4110 | CT | 1969-04 | $1,623,100 |
| 7 | Harley & Stephen Osman Charitable Foundation Tr, Osman Stephen Ttee | 57 W Hill Rd, Stamford, CT 06902-2029 | CT | 1995-02 | $468,296 |
| 8 | Harmd Helping America Reducemethadone Deaths | 65 Montowese St Apt 1, Branford, CT 06405-3836 | CT | 2008-02 | $5,037 |
| 9 | Harmony Fellowcraft Club Of New Canaan Conn Incorporated | 174 Mariomi Rd, New Canaan, CT 06840-3313 | CT | 1927-06 | $122,930 |
| 10 | Gordon F Linke And Jocelyn B Linke Foundation Inc | 116 Eleven Levels Rd, Ridgefield, CT 06877-3009 | CT | 1997-08 | $1,242,598 |
| 11 | Gladys F Oneil Charitable Tr | 850 Main St 13th Fl, Bridgeport, CT 06604-4917 | CT | $792,610 | |
| 12 | Governor James B Longley Scholarship Foundation Trust, Kathryn M Longley-Leahy | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 | CT | $44,857 | |
| 13 | Gitterman Intra Fam Tr Gift, Gitterman J Ttee | 55 Shinar Mountain Rd, Washington Dt, CT 06794-1712 | CT | 1997-09 | $96,529 |
| 14 | Grant Family Foundation | 7 Sunnyside Ln, Westport, CT 06880-1711 | CT | 1985-09 | $19,533 |
| 15 | Great Mountain Forest Corporation | 200 Canaan Mountain Rd, Falls Village, CT 06031-1518 | CT | 1964-04 | $225,512 |
| 16 | Greenhill Family Foundation, Greenhill Robert F Ttee | 433 Riversville Rd, Greenwich, CT 06831-3231 | CT | 1998-07 | $150,000 |
| 17 | Halvor E Prescott Tr Fund | 850 Main St 13th Fl, Bridgeport, CT 06604-4917 | CT | $77,921 | |
| 18 | Glover-Crask Charit Tr Uw Ethel M Glover, Harris George F Ttee | 100 Pearl St Fl 13, Hartford, CT 06103-4500 | CT | 1998-11 | $3,067,464 |
| 19 | Silk N Sounds | 528 Buckland Dr, Cheshire, CT 06410-4152 | CT | 2014-09 | $35,917 |
| 20 | Harold And Jacquelyn Rodriguez Family Foundation Inc | 1070 Pequot Ave, Southport, CT 06890-1422 | CT | 2006-03 | $98,748 |
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