Finn Family Foundation Ua 120595, Finn E John & Jeanne C Ttee in Stamford, 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
| Finn Family Foundation Ua 120595, Finn E John & Jeanne C Ttee | |
| Employer Identification Number (EIN) | 066420862 |
| Name of Organization | Finn Family Foundation Ua 120595 |
| Secondary Name | Finn E John & Jeanne C Ttee |
| In Care of Name | Cummings & Lockwood |
| Address | PO BOX 120, Stamford, CT 06904-0120 |
| 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 | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $439,019 |
| Amount of Income | $61,711 |
| Form 990 Revenue Amount | $32,414 |
| National Taxonomy of Exempt Entities (NTEE) | Unknown: Unknown |
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 | $57,985 | $37,985 | $0 | |
| Contributions, gifts, grants, etc., received | $20,000 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $12,954 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $25,031 | |||
| Total expenses and disbursements | $38,998 | $9,020 | $0 | $29,978 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $9,998 | $9,020 | $978 | |
| Contributions, gifts, grants paid | $29,000 | |||
| Excess of revenue over expenses and disbursements | $18,987 | |||
| Net investment income | $28,965 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $439,539 | $667,405 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $238,360 | |
| Investments-corporate bonds | $73,843 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $127,336 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $439,539 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $25,031 |
| 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 | $579 |
| Total credits and payments | $779 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $779 |
| 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 | $200 |
| Amount to be credited to 2013 estimated tax | $200 |
| 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 | $633,650 |
| Net value of noncharitable-use assets | $624,140 |
| Minimum investment return | $31,207 |
| Distributable Amount (for 2012) | |
| Distributable amount | $30,628 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $30,628 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $15,957 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
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
![]() ![]() ![]() ![]() ![]() |
Veterans Rowing & Kayaking Inc in Trumbull, CT
![]() ![]() ![]() ![]() ![]() |
| Other organizations in Connecticut | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Field Family Foundation | 317 Goshen Rd, Litchfield, CT 06759-2404 | CT | 1999-09 | $241,877 |
| 2 | Field Of Dreams Inc | 17 Eastview St, West Hartford, CT 06107-2705 | CT | 2003-11 | $39,153 |
| 3 | File Of Life Foundation Inc | PO BOX G, West Suffield, CT 06093-0050 | CT | 2003-08 | $591,348 |
| 4 | Financial Executives Networking Group Inc | 32 Grays Farm Rd, Weston, CT 06883-3003 | CT | 2000-08 | $301,535 |
| 5 | Financial Planning Association, Fpa Of Connecticut Fairfield County | 175 S End Rd Unit A2, East Haven, CT 06512-4555 | CT | 2000-09 | $26,520 |
| 6 | Findlay Family Foundation | 10 Father Peters Ln, New Canaan, CT 06840-2227 | CT | 2003-02 | $21,910 |
| 7 | Findlay Family Foundation | 48 Wilton Rd W, Ridgefield, CT 06877-5639 | CT | 2000-03 | $298 |
| 8 | Finishing Trades Institute Of Southern New England Inc | 1492 Berlin Tpke, Berlin, CT 06037-3230 | CT | 1999-09 | $1,119,833 |
| 9 | Finkelstein Foundation Inc | 373 Stamford Ave, Stamford, CT 06902-8204 | CT | 1996-12 | $28,245 |
| 10 | Finn Fam Foundation Inc | C/O Marcum Llp 35 Mason St, Greenwich, CT 06830 | CT | 1995-02 | $1,796,229 |
| 11 | Finn Family Foundation Ua 120595, Finn E John & Jeanne C Ttee | PO BOX 120, Stamford, CT 06904-0120 | CT | 1996-10 | $61,711 |
| 12 | Finninsula Foundation Inc | 31 Brookside Dr, Greenwich, CT 06830-6422 | CT | 2000-01 | $123,443 |
| 13 | Firebird Society Of Bridgeport Ct Inc | 1586 Barnum Ave, Bridgeport, CT 06610-3238 | CT | 1995-09 | $43,308 |
| 14 | Firemens Benevolent Association Of New Haven | PO BOX 374, New Haven, CT 06511 | CT | 1946-07 | $25,009 |
| 15 | First Academy Inc | 1151 Blue Hills Ave, Bloomfield, CT 06002-2721 | CT | 1996-08 | $20,543 |
| 16 | First Assembly Of God Church | 106 New Park Ave, Hartford, CT 06106-2125 | CT | 1964-08 | $111,928 |
| 17 | First Battalion Ninth Marines Network Inc | 66 Clinton Street, Meriden, CT 06450 | CT | 2006-11 | $15,304 |
| 18 | First Church Housing Inc | 635 Farmington Ave, Hartford, CT 06105-2901 | CT | 1976-03 | $789,216 |
| 19 | First City Fund Corporation | 299 Whalley Ave, New Haven, CT 06511-3141 | CT | 2005-10 | $9,847,023 |
| 20 | First Connecticut Credit Union Inc | 159 S Turnpike Rd, Wallingford, CT 06492-4327 | CT | 1976-03 | $1,592,206 |



Organization representatives - add corrected or new information about Finn Family Foundation Ua 120595, Finn E John & Jeanne C Ttee »
Non-representatives - add comments about Finn Family Foundation Ua 120595, Finn E John & Jeanne C Ttee»