Alan B And Frances G Herzog Charitable Foundation Inc in Greenwich, 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
| Alan B And Frances G Herzog Charitable Foundation Inc | |
| Employer Identification Number (EIN) | 061334235 |
| Name of Organization | Alan B And Frances G Herzog Charitable Foundation Inc |
| In Care of Name | Alan B Herzog |
| Address | 41 Cliffdale Rd, Greenwich, CT 06831-2902 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 11/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $19,615 |
| Amount of Income | $2 |
| Form 990 Revenue Amount | $3 |
Non-representatives - add comments:
| 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 | $2 | $2 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $2,000 | $0 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $0 | $0 | $0 | |
| Contributions, gifts, grants paid | $2,000 | |||
| Excess of revenue over expenses and disbursements | $-1,998 | |||
| Net investment income | $3 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $19,615 | $19,614 |
| Cash - non-interest-bearing | $19,615 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $19,615 | |
| 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 | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | 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 | $20,614 |
| Net value of noncharitable-use assets | $20,300 |
| Minimum investment return | $1,015 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,015 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,015 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,015 |
| 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 | Vietnam Veterans Of America Inc, 484 Chapter | 41 Hobson St, East Haven, CT 06512-4629 | CT | 1984-11 | $49,169 |
| 2 | Village Improvement Association Of Wethersfield Inc | 150 Main St, Wethersfield, CT 06109-3126 | CT | 1974-06 | $2,774 |
| 3 | Watertown Skating Club Inc | 880 Bunker Hill Rd, Watertown, CT 06795-3232 | CT | 1953-03 | $49,532 |
| 4 | William & Adeline Penfield Jarvis Foundation, Jarvis Penfield Ttee | 229 Buckingham St, Hartford, CT 06106-1607 | CT | 1997-07 | $615,337 |
| 5 | Windmill Foundation Inc | PO BOX 120, Stamford, CT 06904-0120 | CT | 1989-02 | $3,501,294 |
| 6 | A Hand For A Paw Inc | 114 Lakeside Drive, Bridgeport, CT 06606 | CT | 2008-06 | $0 |
| 7 | Achievement First Bridgeport Academy Inc | 403 James St, New Haven, CT 06513-3016 | CT | 2010-08 | $13,341,448 |
| 8 | Achievement First Hartford Academy Inc | 403 James St, New Haven, CT 06513-3016 | CT | 2010-08 | $11,144,919 |
| 9 | Advocates For Aviation Safety Foundation Inc | 10 Silvermine Woods, Wilton, CT 06897-4235 | CT | 2008-04 | $200 |
| 10 | After The Storm Inc | PO BOX 185746, Hamden, CT 06518-0746 | CT | 2010-09 | $63,245 |
| 11 | Alan B And Frances G Herzog Charitable Foundation Inc | 41 Cliffdale Rd, Greenwich, CT 06831-2902 | CT | 1993-11 | $2 |
| 12 | Alliance Medical Group Inc | 1625 Straits Tpke Ste 211, Middlebury, CT 06762-1836 | CT | 2009-05 | $27,742,908 |
| 13 | Allyson Rioux Memorial Foundation Inc | 45 Elaine Dr, Stamford, CT 06902-8312 | CT | 2010-06 | $6,619 |
| 14 | Alpha Epsilon Pi Fraternity | 45 Wyllys Avenue, Middletown, CT 06459 | CT | 1960-09 | $9,575 |
| 15 | Alvan G And Carol J Lampke Family Foundation | 24 Windrose Way, Greenwich, CT 06830 | CT | 2009-03 | $24,484 |
| 16 | American Federation Of Teachers, 1827 Colchester Fed Of Ts | 360 Norwich Ave, Colchester, CT 06415-1272 | CT | 1945-02 | $147,198 |
| 17 | American Federation Of Teachers, 5055 Manchester Memorial Hosp Reg N | 99 Pond Ln, Manchester, CT 06042-1732 | CT | 1967-11 | $131,129 |
| 18 | American Mural Project Inc, Wall Of America Foundation | 173 Low Road, Sharon, CT 06069 | CT | 2009-02 | $210,367 |
| 19 | American Veterans Assistance League Inc | 797a Heritage Vlg, Southbury, CT 06488-1321 | CT | 2010-01 | $7,908 |
| 20 | American Youth Football Inc, Madison Youth Football | PO BOX 169, Madison, CT 06443-0169 | CT | 2005-10 | $83,989 |
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