Edwald Fund Tr in Bridgeport, 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
| Edwald Fund Tr | |
| Employer Identification Number (EIN) | 036057087 |
| Name of Organization | Edwald Fund Tr |
| In Care of Name | Vermont National Bank Ttee |
| Address | 850 Main St, Bridgeport, CT 06604-4917 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | Charitable Organization |
| Ruling Date | 08/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $235,890 |
| Amount of Income | $100,948 |
| Form 990 Revenue Amount | $18,065 |
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 | $13,277 | $13,277 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $6,830 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $6,447 | |||
| Total expenses and disbursements | $19,638 | $3,951 | $0 | $14,375 |
| Compensation of officers, directors, trustees, etc. | $4,315 | |||
| Total operating and administrative expenses | $5,695 | $3,951 | $432 | |
| Contributions, gifts, grants paid | $13,943 | |||
| Excess of revenue over expenses and disbursements | $-6,361 | |||
| Net investment income | $9,326 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $236,456 | $272,088 |
| Cash - non-interest-bearing | $10,740 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $93,802 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $131,914 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $236,456 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $6,447 |
| 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 | $93 |
| Total credits and payments | $304 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $304 |
| 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 | $211 |
| 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 | $277,628 |
| Net value of noncharitable-use assets | $273,460 |
| Minimum investment return | $13,673 |
| Distributable Amount (for 2012) | |
| Distributable amount | $13,580 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $13,580 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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 | Eis Foundation Inc | 35 Dartmoor, Enfield, CT 06082-2250 | CT | 1953-08 | $945,693 |
| 2 | Epsilon Building Association Of Theta Chi Fraternity | C/O Will Skene-157 Stone Bridge Rd, Woodstock, CT 06281 | CT | $149,197 | |
| 3 | Eastern Economic Association | 275 Mount Carmel Ave, Hamden, CT 06518-1905 | CT | 1998-09 | $134,997 |
| 4 | Eastern Association Of Student Financial Aid Administrators Inc | Quinnipiac University School Of Law, Hamden, CT 06518 | CT | 1989-03 | $251,560 |
| 5 | International Union Of Painters And Allied Trades, Eastern Regional Conference Of Pain | 1492 Berlin Tpkde, Berlin, CT 06037 | CT | 1941-07 | $134,760 |
| 6 | Emily Harvey Foundation | 36 Elm St, Old Saybrook, CT 06475-1150 | CT | 2004-09 | $490,990 |
| 7 | Emmatroupe Theatre Laboratory | 25 Whitney Gln, Westport, CT 06880-3757 | CT | 1978-03 | $40,150 |
| 8 | Engineering & Construction Risk Institute Inc | 58 Everett St, Stratford, CT 06615-6662 | CT | 2006-01 | $956,042 |
| 9 | Eric P Sheinberg Foundation | 51 Locust Ave Ste 303, New Canaan, CT 06840-4739 | CT | 1971-02 | $3,993,195 |
| 10 | Educational Mentoring Through The Arts & Humanities, Danbury Arts In Action (Daia) Youth Advancement Through Music & Arts (Yatma) | 33 Crosby St Unit 332, Danbury, CT 06810-5814 | CT | 1995-09 | $0 |
| 11 | Edwald Fund Tr | 850 Main St, Bridgeport, CT 06604-4917 | CT | 1993-08 | $100,948 |
| 12 | Erral A Vaile & Evelyn L Cleaveland Memorial Tr Fnd For Stud Of Music | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 | CT | 1994-09 | $144,677 |
| 13 | Ethel J Nims Charitable Trust A | 850 Main St 13th Fl, Bridgeport, CT 06604-4917 | CT | 1996-05 | $1,296,941 |
| 14 | Dr Joseph J Lawrence Trust | 50 Otter Rock Dr, Greenwich, CT 06830-7029 | CT | 1953-06 | $235,797 |
| 15 | American Friends Of The Episcopal Diocese Of Jerusalem | 25 Old Kings Hwy N Ste 13, Darien, CT 06820-4608 | CT | 1964-03 | $1,492,411 |
| 16 | First New England Re Ltd | 58 Twin Lakes Dr, Waterford, CT 06385-4112 | CT | 2001-04 | $0 |
| 17 | Eva Stearns Faulkner Foundation | 435 Lewis Ave, Meriden, CT 06451-2101 | CT | 1965-04 | $235,342 |
| 18 | Evangelistic Messengers Association Inc, Grace And Truth Ministries | 89 Beech Tree Ln, Westbrook, CT 06498 | CT | 1988-06 | $21,482 |
| 19 | Evans-Cockerline Foundation Inc | 2 Enterprise Dr, Shelton, CT 06484-4600 | CT | 2002-09 | $210,265 |
| 20 | Evergreen Cementery Association Of Avon Connecticut Inc | 270 Nod Road, Avon, CT 06001 | CT | 1999-04 | $0 |
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