Foster-Davis Foundation Inc in Greenwich, 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
| Foster-Davis Foundation Inc | |
| Employer Identification Number (EIN) | 060811599 |
| Name of Organization | Foster-Davis Foundation Inc |
| Address | PO BOX 1669, Greenwich, CT 06836-1669 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1966 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $6,952,340 |
| Amount of Income | $187,659 |
| Form 990 Revenue Amount | $839,464 |
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 | $441,664 | $441,664 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $26,648 | |||
| Dividends and interest from securities | $165,152 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-8 | |||
| Other | $249,872 | |||
| Total expenses and disbursements | $621,826 | $85,141 | $0 | $532,300 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $89,526 | $85,141 | $0 | |
| Contributions, gifts, grants paid | $532,300 | |||
| Excess of revenue over expenses and disbursements | $-180,162 | |||
| Net investment income | $356,523 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $7,253,816 | $9,132,286 |
| Cash - non-interest-bearing | $6,199 | |
| Investments-U.S. and state government obligations | $317,019 | |
| Investments-corporate stock | $5,215,219 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $516,818 | |
| Other | $1,198,561 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $7,253,816 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $249,872 |
| 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 | $3,565 |
| Total credits and payments | $13,998 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $13,998 |
| 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 | $10,433 |
| Amount to be credited to 2013 estimated tax | $10,433 |
| 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 | $8,915,112 |
| Net value of noncharitable-use assets | $8,781,380 |
| Minimum investment return | $439,069 |
| Distributable Amount (for 2012) | |
| Distributable amount | $430,870 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $430,870 |
| 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 | Foran High School Sports Booster Club Inc | 7 Merlin Cir, Milford, CT 06460-7522 | CT | 2009-02 | $45,703 |
| 2 | Forest Edge Recreation Association | 100 Hemlock Rd, Branford, CT 06405-2278 | CT | 1984-04 | $187,263 |
| 3 | Forest Partners Ii September 11 Charitable Foundation Inc | 53 Forest Ave, Old Greenwich, CT 06870-1526 | CT | 2002-01 | $4,317 |
| 4 | Forestville Cemetery Assoc Inc | PO BOX 484, Bristol, CT 06011-0484 | CT | 1943-02 | $1,061,730 |
| 5 | Forever Young Foundation | 191 Charles Ln, Hebron, CT 06248-1241 | CT | 2004-02 | $16,985 |
| 6 | Fort Nathan Hale Restoration Projects Inc | 512 Woodward Ave, New Haven, CT 06512-1965 | CT | 1971-02 | $11,944 |
| 7 | Fort Saybrook Monument Park Association Inc | 7 Willard Avenue Ext, Old Saybrook, CT 06475-2522 | CT | 1981-07 | $17 |
| 8 | Fortin Family Foundation Inc | C/O Joseph Fortin 166 Camp Moween, Lebanon, CT 06249 | CT | 2001-02 | $317,446 |
| 9 | Fortunate Blessings Foundation Inc | 409 Bantam Rd Ste A3, Litchfield, CT 06759-3200 | CT | 1999-06 | $133,536 |
| 10 | Foster Fam Foundation Tr, Elena M Foster Et Al Ttee | 285 Saugatuck Ave, Westport, CT 06880-6433 | CT | 2009-06 | $210,079 |
| 11 | Foster-Davis Foundation Inc | PO BOX 1669, Greenwich, CT 06836-1669 | CT | 1966-09 | $187,659 |
| 12 | Foundation For A Cure For Mitochondrial Disease Inc | 81 Woodpond Rd, Cheshire, CT 06410-4313 | CT | 2001-03 | $255,486 |
| 13 | Foundation For American And Chinese Cultural Exchange Inc | 48 Ardsley Ln, Ellington, CT 06029-3860 | CT | 2008-01 | $0 |
| 14 | Foundation For Children Inc | 104 Hungerford St, Hartford, CT 06106-4626 | CT | 1994-06 | $635,721 |
| 15 | Foundation For Collaborative Medicine And Research | Po Box 16, Rowayton, CT 06853 | CT | 2003-05 | $85,862 |
| 16 | Foundation For Contributed Thought On Peace Incorporated | 15 Andrew Way, Tolland, CT 06084-2808 | CT | 1988-04 | $7,352 |
| 17 | Foundation For Educational Advancement Inc | Po Box 1117, Simsbury, CT 06070 | CT | 1994-12 | $0 |
| 18 | Foundation For Fair Contracting Of Connecticut | 1268 Main St Ste 202, Newington, CT 06111-3043 | CT | 1993-06 | $148,649 |
| 19 | Foundation For International Integration | PO BOX 528, Midletown, CT 06457-0528 | CT | 1960-10 | $450 |
| 20 | Foundation For Life Inc | 6 Corporate Dr 5th Floor, Shelton, CT 06484-6270 | CT | 2008-10 | $124,634 |
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