Audrey And William Walzer Foundation in Litchfield, 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
| Audrey And William Walzer Foundation | |
| Employer Identification Number (EIN) | 061241049 |
| Name of Organization | Audrey And William Walzer Foundation |
| Address | PO BOX 577, Litchfield, CT 06759-0577 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1988 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2013 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $182,786 |
| Amount of Income | $5,040 |
| Form 990 Revenue Amount | $6,886 |
Non-representatives - add comments:
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 | $5,617 | $5,617 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,617 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $8,789 | $0 | $0 | $8,680 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $109 | $0 | $0 | |
| Contributions, gifts, grants paid | $8,680 | |||
| Excess of revenue over expenses and disbursements | $-3,172 | |||
| Net investment income | $5,617 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $181,848 | $194,095 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $136,131 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $45,717 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $181,848 | |
| 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 | $56 |
| Total credits and payments | $109 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $109 |
| 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 | $53 |
| Amount to be credited to 2013 estimated tax | $53 |
| 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 | $192,748 |
| Net value of noncharitable-use assets | $189,860 |
| Minimum investment return | $9,493 |
| Distributable Amount (for 2012) | |
| Distributable amount | $9,437 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $9,437 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,000 |
| 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 | Association Of The Free Library & Reading Rm Rowayton Inc | 33 Highland Ave, Norwalk, CT 06853-1511 | CT | 1970-01 | $330,952 |
| 2 | Serious Fun Childrens Network Inc | 228 Saugatuck Avenue, Westport, CT 06880-6444 | CT | 2001-09 | $11,762,111 |
| 3 | Association Of The Woodbury Fire Department Inc | PO BOX 561, Woodbury, CT 06798-0561 | CT | 1986-01 | $135,697 |
| 4 | Asylum Hill Learning Zone Inc | 814 Asylum Ave, Hartford, CT 06105-2805 | CT | 1992-05 | $32,000 |
| 5 | At Home In Greenwich Inc | 139 E Putnam Ave, Greenwich, CT 06830-5612 | CT | 2008-05 | $205,142 |
| 6 | At Our Gate Charitable Association Of Newtown Inc | PO BOX 55, Newtown, CT 06470-0055 | CT | 2005-03 | $120,703 |
| 7 | At&t Community Services Fund Central Region | 1141 North Colony Rd, Meriden, CT 06450 | CT | 1971-09 | $0 |
| 8 | Aton Forest Fellowship Irrevocable Trust, Frank E Egler Tr | PO BOX 426, Norfolk, CT 06058-0426 | CT | 2000-01 | $228,016 |
| 9 | Aton Forest Inc Paul Lagel | PO BOX 509, Norfolk, CT 06058-0509 | CT | 1990-08 | $159,248 |
| 10 | Atrium Society | 73 W Pond Meadow Rd, Westbrook, CT 06498-1431 | CT | 1984-10 | $2,135 |
| 11 | Audrey And William Walzer Foundation | PO BOX 577, Litchfield, CT 06759-0577 | CT | 1988-08 | $5,040 |
| 12 | Auerbach Schiro Foundation | 25 Brookside Blvd, W Hartford, CT 06107-1108 | CT | 1993-03 | $872,911 |
| 13 | Augusta Curtis Cultural Center Inc | PO BOX 4173, Meriden, CT 06450-0896 | CT | 2000-09 | $146,648 |
| 14 | Augustana Homes Bridgeport Inc | 238 Jewett Ave, Bridgeport, CT 06606-2845 | CT | 1946-03 | $12,970,000 |
| 15 | Augustana Homes Danbury Inc | 238 Jewett Ave, Bridgeport, CT 06606-2845 | CT | 1946-03 | $281,044 |
| 16 | Augustana Homes East Bridgeport Inc | 238 Jewett Ave, Bridgeport, CT 06606-2845 | CT | 1946-03 | $404,204 |
| 17 | Augustana Homes Inc | 238 Jewett Ave, Bridgeport, CT 06606-2845 | CT | 1946-03 | $1,329,166 |
| 18 | Augustana Homes Jewett Inc | 238 Jewett Ave, Bridgeport, CT 06606-2845 | CT | 1946-03 | $527,717 |
| 19 | Augustana Homes Of Fairfield | 238 Jewett Ave, Bridgeport, CT 06606-2845 | CT | 1946-03 | $249,186 |
| 20 | Augustana Homes Of Greenwich Inc | 238 Jewett Ave, Bridgeport, CT 06606-2845 | CT | 1946-03 | $482,309 |
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