Harley & Stephen Osman Charitable Foundation Tr, Osman Stephen 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
| Harley & Stephen Osman Charitable Foundation Tr, Osman Stephen Ttee | |
| Employer Identification Number (EIN) | 061413907 |
| Name of Organization | Harley & Stephen Osman Charitable Foundation Tr |
| Secondary Name | Osman Stephen Ttee |
| Address | 57 W Hill Rd, Stamford, CT 06902-2029 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1995 |
| 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 | $343,592 |
| Amount of Income | $468,296 |
| Form 990 Revenue Amount | $136,100 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $26,484 | $26,484 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,189 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-2,253 | |||
| Other | $24,548 | |||
| Total expenses and disbursements | $28,740 | $2,604 | $0 | $25,985 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,755 | $2,604 | $0 | |
| Contributions, gifts, grants paid | $25,985 | |||
| Excess of revenue over expenses and disbursements | $-2,256 | |||
| Net investment income | $23,880 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $309,609 | $293,641 |
| Cash - non-interest-bearing | $-5,133 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $314,742 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $338,959 | |
| Mortgages and other notes payable | $0 | |
| Other | $338,959 | |
| Total liabilities and net assets/fund balances | $-29,350 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $24,548 |
| 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 | $478 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $478 |
| Overpayment | $0 |
| 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? | Yes |
| 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 | $353,849 |
| Net value of noncharitable-use assets | $348,540 |
| Minimum investment return | $17,427 |
| Distributable Amount (for 2012) | |
| Distributable amount | $16,949 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $16,949 |
| 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 | Hannahs Gift Inc | PO BOX 284, Mystic, CT 06355-0284 | CT | 2004-04 | $34,171 |
| 2 | Hanover School Parent Teacher Organization | 208 Main St, Meriden, CT 06451-5149 | CT | 1985-08 | $33,573 |
| 3 | Hans & Alma Bodenheimer Charitable Tr | 164 Orchard Rd, West Hartford, CT 06117-2917 | CT | 1999-12 | $394,188 |
| 4 | Hans Christian Andersen Montessori School Inc | 212 Bolton Center Rd, Bolton, CT 06043-7637 | CT | 1974-04 | $203,163 |
| 5 | Hanson Family Foundation | 76 Turtle Back Ln W, New Canaan, CT 06840-2616 | CT | 2001-08 | $151,469 |
| 6 | Harambee Center Inc | 54 West St, Danbury, CT 06810-6530 | CT | 1997-04 | $125,403 |
| 7 | Harambi For Kids Foundation Incorporated, African Childrens Life | 22 Simsbury Manor Dr, Weatogue, CT 06089-9754 | CT | 2004-02 | $15,111 |
| 8 | Harbor Valley Yatch Club Inc, Harbor Valley Yatch Club | 47 Dexter Dr, Shelton, CT 06484-5921 | CT | 2009-11 | $21,884 |
| 9 | Harc Inc | 900 Asylum Ave, Hartford, CT 06105-1901 | CT | 2001-04 | $17,191,624 |
| 10 | Harlan E Anderson Foundation | 179 Oenoke Rdg, New Canaan, CT 06840-4110 | CT | 1969-04 | $1,623,100 |
| 11 | Harley & Stephen Osman Charitable Foundation Tr, Osman Stephen Ttee | 57 W Hill Rd, Stamford, CT 06902-2029 | CT | 1995-02 | $468,296 |
| 12 | Harmd Helping America Reducemethadone Deaths | 65 Montowese St Apt 1, Branford, CT 06405-3836 | CT | 2008-02 | $5,037 |
| 13 | Harmony Fellowcraft Club Of New Canaan Conn Incorporated | 174 Mariomi Rd, New Canaan, CT 06840-3313 | CT | 1927-06 | $122,930 |
| 14 | Gordon F Linke And Jocelyn B Linke Foundation Inc | 116 Eleven Levels Rd, Ridgefield, CT 06877-3009 | CT | 1997-08 | $1,242,598 |
| 15 | Gladys F Oneil Charitable Tr | 850 Main St 13th Fl, Bridgeport, CT 06604-4917 | CT | $792,610 | |
| 16 | Governor James B Longley Scholarship Foundation Trust, Kathryn M Longley-Leahy | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 | CT | $44,857 | |
| 17 | Gitterman Intra Fam Tr Gift, Gitterman J Ttee | 55 Shinar Mountain Rd, Washington Dt, CT 06794-1712 | CT | 1997-09 | $96,529 |
| 18 | Grant Family Foundation | 7 Sunnyside Ln, Westport, CT 06880-1711 | CT | 1985-09 | $19,533 |
| 19 | Great Mountain Forest Corporation | 200 Canaan Mountain Rd, Falls Village, CT 06031-1518 | CT | 1964-04 | $225,512 |
| 20 | Greenhill Family Foundation, Greenhill Robert F Ttee | 433 Riversville Rd, Greenwich, CT 06831-3231 | CT | 1998-07 | $150,000 |
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