Bridgewood Fieldwater Foundation in Bridgewater, 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
- Organizations performing similar types of work
| Bridgewood Fieldwater Foundation | |
| Employer Identification Number (EIN) | 066419997 |
| Name of Organization | Bridgewood Fieldwater Foundation |
| In Care of Name | Ned W Bandler |
| Address | 280 Northrup St, Bridgewater, CT 06752-1610 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1996 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 10/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,360,036 |
| Amount of Income | $485,564 |
| Form 990 Revenue Amount | $175,262 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Public Foundations |
Non-representatives - add comments:
Amount of income in 2014: $485,564 (it was $142,088 in 2012)
| Bridgewood Fieldwater Foundation: | $485,564 |
| Other organizations performing similar types of work: | $92,093 |
Assets in 2014: $1,360,036 (it was $1,252,260 in 2012)
| Bridgewood Fieldwater Foundation: | $1,360,036 |
| Other organizations performing similar types of work: | $311,878 |
Expenses in 2012: $131,082
| This organization: | $131,082 |
| Other organizations performing similar types of work: | $75,750 |
Income to expenses ratio in 2012: 3.7
| This organization: | 3.7 |
| Other organizations performing similar types of work: | 1.2 |
Grants share in income in 2012: 0.0%
| Bridgewood Fieldwater Foundation: | 0.0% |
| Other organizations performing similar types of work: | 38.8% |
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 | $48,776 | $48,776 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $34,176 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $14,600 | |||
| Total expenses and disbursements | $131,082 | $0 | $0 | $100,325 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $30,757 | $0 | $0 | |
| Contributions, gifts, grants paid | $100,325 | |||
| Excess of revenue over expenses and disbursements | $-82,306 | |||
| Net investment income | $48,776 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,252,260 | $2,137,297 |
| Cash - non-interest-bearing | $43,121 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,209,139 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,252,260 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $14,600 |
| 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 | $976 |
| Total credits and payments | $3,520 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,520 |
| 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 | $2,544 |
| Amount to be credited to 2013 estimated tax | $2,544 |
| 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 | $2,127,827 |
| Net value of noncharitable-use assets | $2,095,920 |
| Minimum investment return | $104,796 |
| Distributable Amount (for 2012) | |
| Distributable amount | $103,820 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $103,820 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $103,468 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Swim Across America Inc | 1 International Pl Ste 4600, Boston, MA 02110-2621 | MA | 1993-08 | $6,029,543 |
| 2 | United Way Of The Southern Tier Inc | 300 Civic Center Plaza Suite 2, Corning, NY 14830-2846 | NY | 1995-07 | $5,179,749 |
| 3 | Tuw Finley Gracey Charitable 380-3311801 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-12 | $3,455,389 |
| 4 | S Weldon Family Foundation, Weldon Stephen N Ttee | 4008 Mariner Cir, Westlake Vlg, CA 91361-3806 | CA | 1998-09 | $972,032 |
| 5 | United Way Of Rockingham County Inc | PO BOX 317, Wentworth, NC 27375-0317 | NC | 1971-07 | $706,107 |
| 6 | Us Airways Education Foundation Inc | 4000 E Sky Harbor Blvd, Phoenix, AZ 85034-3802 | AZ | 1992-01 | $676,186 |
| 7 | Bridgewood Fieldwater Foundation | 280 Northrup St, Bridgewater, CT 06752-1610 | CT | 1996-10 | $485,564 |
| 8 | S Z & P R Zedakah Fund | 1244 49th St, Brooklyn, NY 11219-3011 | NY | 1996-10 | $284,669 |
| 9 | United Way Of Southbridge Sturbridge And Charlton | 155 Main St, Southbridge, MA 01550-2524 | MA | 1950-09 | $282,813 |
| 10 | Red Lion Area Educational Foundation | 696 Delta Rd, Red Lion, PA 17356-9185 | PA | 1997-04 | $282,270 |
| 11 | United Way Of Cache Valley | PO BOX 3281, Logan, UT 84323-3281 | UT | 1992-05 | $214,514 |
| 12 | Royal Oak Foundation For Public Education | 3070 Normandy Road, Royal Oak, MI 48073-2226 | MI | 1995-02 | $197,483 |
| 13 | Tuw Albert W Dowling | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-08 | $120,755 |
| 14 | Youth And Tennis Inc | 119th Avenue And Merrick Blvd, Jamaica, NY 11434 | NY | 1992-06 | $99,908 |
| 15 | International Association Of Lions Clubs, New Milford Lions Club Foundation | PO BOX 894, New Milford, CT 06776-0894 | CT | 1995-11 | $54,940 |
| 16 | Red Ribbon Foundation Inc | C/O Southfield Capital 53 Greenwich, Greenwich, CT 06830 | CT | 1995-07 | $8,948 |
| 17 | Friends Of Cragin Library | Po Box 68, Colchester, CT 06415 | CT | 1996-01 | $0 |
| 18 | Hartford County Sheriffs Department Community Charities Association In | PO BOX 1114, South Windsor, CT 06074-7114 | CT | 1997-11 | $0 |
| 19 | New Fairfield Police Benevolent Association Inc | 302 Ball Pond Rd, New Fairfield, CT 06812-4625 | CT | 1992-06 | $0 |
| 20 | Grant And Jacqui Smith Foundation | 42 Lillis Rd, New Milford, CT 06776-3126 | CT | 1996-06 | $-4,394 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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