Burton Foundation in Stratford, 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
| Burton Foundation | |
| Employer Identification Number (EIN) | 222806400 |
| Name of Organization | Burton Foundation |
| Address | 165 Chapel St, Stratford, CT 06614-1602 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1987 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2011 |
| Assets | $25,000 to $99,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $47,786 |
| Amount of Income | $18,879 |
| Form 990 Revenue Amount | $-18,922 |
Non-representatives - add comments:
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $-18,922 | $1,224 | $0 | |
| Contributions, gifts, grants, etc., received | $26 | |||
| Interest on savings and temporary cash investments | $3 | |||
| Dividends and interest from securities | $1,221 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $16,966 | $0 | $0 | $15,860 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,106 | $0 | $0 | |
| Contributions, gifts, grants paid | $15,860 | |||
| Excess of revenue over expenses and disbursements | $-35,888 | |||
| Net investment income | $1,224 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $47,786 | $25,988 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $21,506 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $15,936 | |
| Other | $10,344 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $47,786 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-20,172 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $12 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $12 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $29,868 |
| Net value of noncharitable-use assets | $29,420 |
| Minimum investment return | $1,471 |
| Distributable Amount (for 2011) | |
| Distributable amount | $1,459 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $1,459 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Burch-Safford Foundation Inc | One Canterbury Green, Stamford, CT 06901-2032 | CT | 1999-11 | $548,331 |
| 2 | Burlingame Foundation | 45 Hancock Ln, Darien, CT 06820-2511 | CT | 1987-04 | $86,344 |
| 3 | Burlington Library Association Inc | P O Box 1379, Burlington, CT 06013-1509 | CT | 1968-03 | $0 |
| 4 | Burlington Little League Inc | PO BOX 1154, Burlington, CT 06013-0154 | CT | 1996-09 | $80,418 |
| 5 | Burlington Mens Club Inc | PO BOX 1289, Burlington, CT 06013-0289 | CT | 2003-06 | $150,540 |
| 6 | Burnham School Parent Teacher Organization Inc, Bspto | Po Box 490, Bridgewater, CT 06752 | CT | 2002-06 | $0 |
| 7 | Burroughs Community Center Inc | 2470 Fairfield Ave, Bridgeport, CT 06605-2647 | CT | 1995-07 | $291,834 |
| 8 | Burrville Volunteer Fire Department Incorporated | PO BOX 595, Torrington, CT 06790-0595 | CT | 1975-10 | $34,229 |
| 9 | Burry Fredrik Foundation Inc | 27 Imperial Ave, Westport, CT 06880-4303 | CT | 1989-07 | $250,002 |
| 10 | Burton & Phyllis Hoffman Foundation Inc | 700 Connecticut Blvd, Est Hartford, CT 06108-3222 | CT | 2000-06 | $142,551 |
| 11 | Burton Foundation | 165 Chapel St, Stratford, CT 06614-1602 | CT | 1987-06 | $18,879 |
| 12 | Bushnell Park Foundation Inc | PO BOX 230778, Hartford, CT 06123-0778 | CT | 1981-04 | $157,387 |
| 13 | Business Council Of Fairfield County Connecticut Foundation Inc | One Landmark Square, Stamford, CT 06901-2603 | CT | 1978-12 | $263,134 |
| 14 | Business Education Initiative Of Trumbull Inc | 5866 Main St, Trumbull, CT 06611-3113 | CT | 1999-02 | $16,453 |
| 15 | Business For Downtown Hartford | 31 Pratt St Fl 5, Hartford, CT 06103-1630 | CT | 1991-06 | $48,003 |
| 16 | Business Industry Foundation Of Middlesex County Inc | Middlesex County, Middletown, CT 06457 | CT | 1987-04 | $694,442 |
| 17 | Business Industry Foundation Of The Bridgeport Economic Region Inc | 10 Middle Street 14th Floor, Bridgeport, CT 06604-4257 | CT | 1982-08 | $410 |
| 18 | Business-Education Foundation Inc | 200 Main Street, Bristol, CT 06010-8823 | CT | 1991-09 | $33,940 |
| 19 | Business-Industry Foundation Of Western Connecticut Inc | 39 West St, Danbury, CT 06810-7825 | CT | 2004-08 | $91,872 |
| 20 | Bussmann Family Foundation Inc | PO BOX 328, Guilford, CT 06437-0328 | CT | 2000-08 | $109,378 |
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