H A Vance Foundation Inc in Hartford, 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
| H A Vance Foundation Inc | |
| Employer Identification Number (EIN) | 061355463 |
| Name of Organization | H A Vance Foundation Inc |
| In Care of Name | Conifer Investments Ltd |
| Address | Co Conifer Investments, Hartford, CT 06103 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1993 |
| 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 | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $7,916,075 |
| Amount of Income | $5,936,377 |
| Form 990 Revenue Amount | $476,626 |
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 | $558,981 | $507,600 | $0 | |
| Contributions, gifts, grants, etc., received | $211,183 | |||
| Interest on savings and temporary cash investments | $34 | |||
| Dividends and interest from securities | $177,221 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $170,543 | |||
| Total expenses and disbursements | $434,187 | $31,491 | $0 | $382,530 |
| Compensation of officers, directors, trustees, etc. | $32,445 | |||
| Total operating and administrative expenses | $109,187 | $31,491 | $57,530 | |
| Contributions, gifts, grants paid | $325,000 | |||
| Excess of revenue over expenses and disbursements | $124,794 | |||
| Net investment income | $476,109 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $6,399,480 | $8,306,702 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $3,710,071 | |
| Investments-corporate bonds | $1,561,973 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,030,374 | |
| Other | $97,062 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $6,399,480 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $170,543 |
| 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 | $9,522 |
| Total credits and payments | $10,040 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $10,040 |
| 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 | $518 |
| Amount to be credited to 2013 estimated tax | $518 |
| 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 | $8,243,519 |
| Net value of noncharitable-use assets | $8,119,860 |
| Minimum investment return | $405,993 |
| Distributable Amount (for 2012) | |
| Distributable amount | $396,471 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $396,471 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $375,557 |
| 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 | Guilford Smith Memorial Library Assn Inc | PO BOX 159, South Windham, CT 06266-0159 | CT | 1995-10 | $53,373 |
| 2 | Guilford Sports Mens Association | PO BOX 435, N Branford, CT 06471-0435 | CT | $381,220 | |
| 3 | Guilford Yacht Club Assoc Inc | 379 Whitfield St, Guilford, CT 06437 | CT | 1992-01 | $177,846 |
| 4 | Guilford Youth Basketball League Inc | 51 Kendal Ct, Guilford, CT 06437-2078 | CT | 1987-03 | $79,561 |
| 5 | Guilford Youth Lacrosse Association | 800 Village Walk Ste 220, Guilford, CT 06437-2762 | CT | 2006-01 | $64,576 |
| 6 | Gunn Memorial Library Inc | PO BOX 1273, Washington, CT 06793-0273 | CT | 1976-08 | $1,173,774 |
| 7 | Gunnar Johnson Ogden Fund Inc | 100 River Rd, Wilton, CT 06897-4028 | CT | 1987-03 | $46,563 |
| 8 | Gus Robotics Team Inc | 121 Gravel St, Meriden, CT 06450-4611 | CT | 2009-03 | $49,585 |
| 9 | Gwendolen Orton-Jones Tr Fbo Chester Public Library, Klomp Robert P Ttee | PO BOX 164, Chester, CT 06412-0164 | CT | 1994-05 | $163,823 |
| 10 | Gymnastics Revolution Parents Association | 17 The Old Rd, Newtown, CT 06470-1520 | CT | 2007-06 | $146,377 |
| 11 | H A Vance Foundation Inc | Co Conifer Investments, Hartford, CT 06103 | CT | 1993-02 | $5,936,377 |
| 12 | H O P E Inc | 187 Williams St, New London, CT 06320-5715 | CT | 1994-06 | $748,957 |
| 13 | H S V Bavaria Fahnenweihe Inc | 6 Highland Ave, West Haven, CT 06516 | CT | 1995-09 | $1 |
| 14 | H Smith Richardson Golf Club | 2425 Morehouse Hwy, Fairfield, CT 06825 | CT | 1999-11 | $0 |
| 15 | H-K Cougars Touchdown Club | Po Box 573, Higganum, CT 06441 | CT | 2006-01 | $27,833 |
| 16 | Habitat For Humanity International Inc, Greater Waterbury | PO BOX 1881, Waterbury, CT 06722-1881 | CT | 1987-01 | $152,027 |
| 17 | Habitat For Humanity International Inc, Hartford Area Habitat For Humanity | PO BOX 1933, Hartford, CT 06144-1933 | CT | 1987-01 | $4,583,976 |
| 18 | Habitat For Humanity International Inc, Northeast Connecticut | PO BOX 409, Putnam, CT 06260-0409 | CT | 1987-01 | $147,723 |
| 19 | Habitat For Humanity International Inc, Middlesex Habitat For Humanity Of C | 34 Shunpike Road Unit 24-26, Cromwell, CT 06416-2448 | CT | 1987-01 | $722,167 |
| 20 | Habitat For Humanity International Inc, Nw Connecticut Hfh Of | PO BOX 1, Salisbury, CT 06068-0001 | CT | 1987-01 | $211,089 |
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