Edith S Wheeler Trust Ua, Lederer Marie & J Chiota Etal Ttees in Trumbull, 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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Other organizations in Connecticut
| Edith S Wheeler Trust Ua, Lederer Marie & J Chiota Etal Ttees | |
| Employer Identification Number (EIN) | 066386858 |
| Name of Organization | Edith S Wheeler Trust Ua |
| Secondary Name | Lederer Marie & J Chiota Etal Ttees |
| In Care of Name | John Chiota Esq |
| Address | 8 Daniels Farm Rd, Trumbull, CT 06611-3900 |
| Subsection | Charitable Organization |
| Ruling Date | 07/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| 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 | $3,170,627 |
| Amount of Income | $892,455 |
| Form 990 Revenue Amount | $116,504 |
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 | $68,642 | $127,131 | $4,434 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $21,763 | |||
| Dividends and interest from securities | $100,549 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,568 | |||
| Total expenses and disbursements | $157,939 | $47,109 | $0 | $105,204 |
| Compensation of officers, directors, trustees, etc. | $42,024 | |||
| Total operating and administrative expenses | $52,735 | $47,109 | $0 | |
| Contributions, gifts, grants paid | $105,204 | |||
| Excess of revenue over expenses and disbursements | $-89,297 | |||
| Net investment income | $80,022 | |||
| Adjusted net income | $4,434 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,917,104 | $2,917,104 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,774,785 | |
| Investments-corporate bonds | $152,990 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $678,247 | |
| Other | $311,082 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,917,104 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-55,238 |
| 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 | $1,600 |
| Total credits and payments | $1,942 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,736 |
| 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 | $206 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $342 |
| Amount to be credited to 2013 estimated tax | $342 |
| 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 | $2,925,325 |
| Net value of noncharitable-use assets | $2,881,440 |
| Minimum investment return | $144,072 |
| Distributable Amount (for 2012) | |
| Distributable amount | $142,472 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $142,472 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $59,689 |
| 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 |
| Unrelated Trade or Business Income (for 2008) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $266,895 | $0 | $266,895 |
| Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
| Cost of goods sold | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 |
| Capital gain net income | $341 | $0 | $341 |
| Net gain | $0 | $0 | $0 |
| Capital loss deduction for trusts | $0 | $0 | $0 |
| Income (loss) from partnerships and S corporations | $266,554 | $0 | $266,554 |
| Rent income | $0 | $0 | $0 |
| Unrelated debt-financed income | $0 | $0 | $0 |
| Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
| Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
| Exploited exempt activity income | $0 | $0 | $0 |
| Advertising income | $0 | $0 | $0 |
| Other income | $0 | $0 | $0 |
| Deductions Not Taken Elsewhere (for 2008) | |
| Total deductions | $265,113 |
| Compensation of officers, directors, and trustees | $0 |
| Salaries and wages | $0 |
| Repairs and maintenance | $0 |
| Bad debts | $0 |
| Interest | $0 |
| Taxes and licenses | $0 |
| Charitable contributions | $0 |
| Depreciation | $0 |
| Depletion | $0 |
| Contributions to deferred compensation plans | $0 |
| Employee benefit programs | $0 |
| Excess exempt expenses | $0 |
| Excess readership costs | $0 |
| Other deductions | $265,113 |
| Unrelated business taxable income | $782 |
| Unrelated business taxable income before net operating loss deduction | $1,782 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $1,782 |
| Specific deduction | $0 |
| Write your review! |
|
|
| Recently Added Reviews |
Veterans Rowing & Kayaking Inc in Trumbull, CT
 |
New Direction Ministries in Bridgeport, CT
 |
|
Newcomers Club Of Danbury New Fairfield Conn Inc in Danbury, CT
|
| David And Sherry Cordani Family Foundation in West Hartford, CT |
|
Ccns Development Program Inc in Middletown, CT
|
|
Laura Norton Fund, Gelfenbien Roger A Ttee in Hartford, CT
|
Connecticut Renaissance Inc in Bridgeport, CT
 |
|
Christ Chapel Of The Christian And Missionary Alliance in Madison, CT
|
| Friends Helping Children Foundation Charitable Tr, Turina Tony Ttee in Torrington, CT |
|
Vicki Soto Memorial Fund in Southport, CT
|
| Other organizations in Connecticut | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Connecticut Nurses Foundation Inc | 377 Research Pkwy Ste 2d, Meriden, CT 06450-7155 | CT | 1984-02 | $276,830 |
| 2 | Connecticut State Rifle & Revolver Association Inc | PO BOX 754, North Haven, CT 06473-0754 | CT | 2003-12 | $51,287 |
| 3 | Connecticut Storytelling Center Inc | 270 Mohegan Ave Box 5295, New London, CT 06320-4125 | CT | 1997-11 | $232,784 |
| 4 | Connecticut Trust For Historic Preservation | 940 Whitney Ave, Hamden, CT 06517-4002 | CT | 1976-07 | $2,136,363 |
| 5 | Corporation For Independent Living | 157 Charter Oak Ave, Hartford, CT 06106-1913 | CT | 1979-10 | $7,178,227 |
| 6 | Couri Foundation Inc | 164 Ramapoo Rd, Ridgefield, CT 06877-3732 | CT | 1989-07 | $546,678 |
| 7 | Dahesh Museum Of Art | 96 Lewis St, Greenwich, CT 06830-6631 | CT | 1988-07 | $6,059,958 |
| 8 | Deep River Fire Department Inc | 57 Union St, Deep River, CT 06417-2011 | CT | 2003-02 | $37,013 |
| 9 | Earth Action Network Inc | 28 Knight Street, Norwalk, CT 06851-4719 | CT | 1989-10 | $274,438 |
| 10 | Easter Seals Capital Region & Eastern Connecticut Inc | 100 Deerfield Rd, Windsor, CT 06095-4252 | CT | 1951-12 | $11,787,349 |
| 11 | Edith S Wheeler Trust Ua, Lederer Marie & J Chiota Etal Ttees | 8 Daniels Farm Rd, Trumbull, CT 06611-3900 | CT | 1997-07 | $892,455 |
| 12 | Education And Research Foundation Of Conn Society Of Cpas Inc | 716 Brook Street Suite 100, Rocky Hill, CT 06067-3433 | CT | 1972-06 | $2,029,703 |
| 13 | Eliezer Inc | 279 Crown St, New Haven, CT 06511-6611 | CT | 1999-03 | $403,544 |
| 14 | Eliza Huntington Memorial Home Of Norwich Conn Inc | 99 Washington St, Norwich, CT 06360-5023 | CT | 1952-03 | $1,040,289 |
| 15 | Ellen Battell Stoeckel Residue Tr Uw | 170 Holabird Ave, Winsted, CT 06098-1727 | CT | 1991-11 | $316,545 |
| 16 | The Koch Ellis Fund | 55 Highland St, New Haven, CT 06511-1329 | CT | 1984-04 | $522,540 |
| 17 | Evangelical Christian Church Of Waterbury Inc | 1325 Watertown Ave, Waterbury, CT 06708-1326 | CT | 1985-12 | $245,928 |
| 18 | Family Career And Community Leaders Of America Inc | C/O Susan Clark 919 North River Road, Coventry, CT 06238 | CT | 1946-12 | $5,223,350 |
| 19 | Feinberg Family Foundation | 250 Round Hill Rd, Greenwich, CT 06831-3359 | CT | 1998-08 | $589,099 |
| 20 | Fellowship House Ministries Inc | 466 Long Hill Rd, Groton, CT 06340-4107 | CT | 1991-04 | $75,155 |
Organization representatives - add corrected or new information about Edith S Wheeler Trust Ua, Lederer Marie & J Chiota Etal Ttees »
Non-representatives - add comments about Edith S Wheeler Trust Ua, Lederer Marie & J Chiota Etal Ttees»