Hartmann Family Foundation in Vernon, 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
| Hartmann Family Foundation | |
| Employer Identification Number (EIN) | 066455941 |
| Name of Organization | Hartmann Family Foundation |
| In Care of Name | Cummings & Lockwood %p L Bourdeau |
| Address | 300 Tallwood Dr, Vernon, CT 06066-5932 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2013 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $183,590 |
| Amount of Income | $40 |
| Form 990 Revenue Amount | $97,073 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
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 | $95,419 | $85 | $85 | |
| Contributions, gifts, grants, etc., received | $95,334 | |||
| Interest on savings and temporary cash investments | $85 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $60,162 | $2,317 | $0 | $57,845 |
| Compensation of officers, directors, trustees, etc. | $2,750 | |||
| Total operating and administrative expenses | $4,817 | $2,317 | $2,500 | |
| Contributions, gifts, grants paid | $55,345 | |||
| Excess of revenue over expenses and disbursements | $35,257 | |||
| Net investment income | $0 | |||
| Adjusted net income | $85 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $236,022 | $236,022 |
| Cash - non-interest-bearing | $45,000 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $191,022 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $236,022 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | 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 | $218,935 |
| Net value of noncharitable-use assets | $215,660 |
| Minimum investment return | $10,783 |
| Distributable Amount (for 2012) | |
| Distributable amount | $10,783 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $10,783 |
| 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 | Hartford School Of Music Incorporated, Hartford Conservatory | 846 Asylum Ave, Hartford, CT 06105 | CT | 1947-07 | $581,612 |
| 2 | Hartford Ski Club Inc | 14 Glen Ct, Cheshire, CT 06410-2320 | CT | 1987-12 | $28,012 |
| 3 | Hartford Society Of Financial Analysts Inc | PO BOX 266, Granby, CT 06035-0266 | CT | 1976-07 | $128,417 |
| 4 | Hartford Symphony Orchestra Inc | 166 Capitol Ave, Hartford, CT 06106-1621 | CT | 1949-12 | $6,148,393 |
| 5 | Hartford Tennis Club Inc | PO BOX 165, Rocky Hill, CT 06067-0165 | CT | 1943-06 | $184,313 |
| 6 | The Connecticut Whale Community Foundation Inc, Hartford Wolf Pack Community Foundation Inc | 119 Ayrshire Lane, Avon, CT 06001 | CT | 1998-06 | $0 |
| 7 | Hartford Youth Peace Initiative Inc | 155 Wyllys St, Hartford, CT 06106-1957 | CT | 1998-05 | $173,157 |
| 8 | Hartford Youth Scholars Foundation Inc | 133 Allen Pl, Hartford, CT 06106-3103 | CT | 2006-05 | $483,299 |
| 9 | Hartland Land Trust Inc | Po Box 12, East Hartland, CT 06027 | CT | 2007-10 | $58,032 |
| 10 | Hartley Film Foundation Inc | 49 Richmondville Ave Ste 204, Westport, CT 06880-2050 | CT | 1982-01 | $1,231,090 |
| 11 | Hartmann Family Foundation | 300 Tallwood Dr, Vernon, CT 06066-5932 | CT | 1998-02 | $40 |
| 12 | Hartnett Foundation | 385 South St, Middlebury, CT 06762-3523 | CT | 2008-09 | $217,870 |
| 13 | Harugari Singing Society Incorporated | 66 Highland St, W Haven, CT 06516-3619 | CT | 1952-10 | $82,958 |
| 14 | Harvard Business School Club Of Connecticut Community Partners | 21 Branch Lane, Stamford, CT 06903 | CT | 2005-11 | $20,482 |
| 15 | Harvard Club Of Fairfield County Inc | 12 Lamplight Ln, Westport, CT 06880 | CT | 1976-08 | $28,308 |
| 16 | Harvard Club Of Southern Conn | C/O Jennifer Tate 26 Blake Street, Ivoryton, CT 06442 | CT | 1978-09 | $373,103 |
| 17 | Harvey Hubbell Foundation | 40 Waterview Dr, Shelton, CT 06484 | CT | 1961-08 | $473,028 |
| 18 | Harwinition Agriculturl Society | 22 Hillside Rd, Harwinton, CT 06791-2517 | CT | 1984-07 | $140,370 |
| 19 | Harwinton Ambulance Association Inc, Harwinton Ambulance | PO BOX 165, Harwinton, CT 06791-0165 | CT | 2003-01 | $293,126 |
| 20 | Harwinton Land Conservation Trust Inc | PO BOX 113, Harwinton, CT 06791-0113 | CT | 1973-06 | $9,588 |
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