Helen S Donaldson Charitable Remainder Unitrust Ua 02161999, Schmidt Bruce C Ttee in Winsted, 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
| Helen S Donaldson Charitable Remainder Unitrust Ua 02161999, Schmidt Bruce C Ttee | |
| Employer Identification Number (EIN) | 066471443 |
| Name of Organization | Helen S Donaldson Charitable Remainder Unitrust Ua 02161999 |
| Secondary Name | Schmidt Bruce C Ttee |
| In Care of Name | Howd Lavieri & Finch Llp |
| Address | Howd Lavieri Finch Llp, Winsted, CT 06098 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $142,026 |
| Amount of Income | $21,446 |
| Form 990 Revenue Amount | $7,408 |
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 | $7,408 | $7,263 | $6,197 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,941 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $145 | |||
| Other | $3,322 | |||
| Total expenses and disbursements | $10,219 | $4,153 | $4,153 | $6,066 |
| Compensation of officers, directors, trustees, etc. | $386 | |||
| Total operating and administrative expenses | $4,153 | $4,153 | $0 | |
| Contributions, gifts, grants paid | $6,066 | |||
| Excess of revenue over expenses and disbursements | $-2,811 | |||
| Net investment income | $3,110 | |||
| Adjusted net income | $2,044 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $145,500 | $153,127 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $142,463 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $3,037 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $145,499 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $3,322 |
| 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 | $62 |
| Total credits and payments | $62 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $62 |
| Backup withholding erroneously withheld | $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 | $149,578 |
| Net value of noncharitable-use assets | $147,340 |
| Minimum investment return | $7,367 |
| Distributable Amount (for 2012) | |
| Distributable amount | $7,305 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $7,305 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,239 |
| 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 | American Federation Of State County & Municipal Employees, Monroe Ct Police Union Local 1775 | 7 Fan Hill Rd, Monroe, CT 06468 | CT | 1957-08 | $86,280 |
| 2 | American Youth Football Inc, Woodland Jr Hawks Youth Football & | PO BOX 7290, Prospect, CT 06712-0290 | CT | 2005-10 | $68,467 |
| 3 | Bradley Regional Chamber Of Commerce Inc | PO BOX 1335, East Granby, CT 06026-1335 | CT | 2014-09 | $25,904 |
| 4 | Cifc 37 Foster Holding Corp | 7 Old Sherman Turnpike, Danbury, CT 06810-4174 | CT | 2014-10 | $25,920 |
| 5 | Club Chefs Of Connecticut Inc | 15 Soundview Ave, Shelton, CT 06484-2721 | CT | 2013-12 | $88,097 |
| 6 | Connecticut Captive Insurance Association Inc | 141 Weston St Unit 1961, Hartford, CT 06144-7724 | CT | 2013-09 | $147,816 |
| 7 | Connecticut Citizens Defense League Inc | PO BOX 642, Groton, CT 06340-0642 | CT | 2014-09 | $428,115 |
| 8 | Connecticut River Valley Golden Retrievers Club Inc | 74 Palomba Drive, Enfield, CT 06082-3858 | CT | 2010-02 | $4,230 |
| 9 | Connecticut Water Pollution Abatement Assn | Po Box 313, Stafford Springs, CT 06076 | CT | 2014-06 | $46,354 |
| 10 | Freshconnections | PO BOX 602, Groton, CT 06340-0602 | CT | 2014-02 | $6,292 |
| 11 | Helen S Donaldson Charitable Remainder Unitrust Ua 02161999, Schmidt Bruce C Ttee | Howd Lavieri Finch Llp, Winsted, CT 06098 | CT | $21,446 | |
| 12 | Knights Of Columbus, 47 Tinto | 625 Bridgeport Ave, Milford, CT 06460-4204 | CT | 1940-10 | $41,321 |
| 13 | New London United Inc | 118 Water St, Stonington, CT 06378-1322 | CT | 2013-08 | $25,025 |
| 14 | Newtown Action Alliance Inc | PO BOX 3325, Newtown, CT 06470-3325 | CT | 2013-12 | $89,505 |
| 15 | North American Association Of Subway Franchisees Inc | PO BOX 320955, Fairfield, CT 06825-0955 | CT | 2014-01 | $295,620 |
| 16 | Plumbers & Steamfitters United Association Local 716 Labor Manage | PO BOX 5817, Wallingford, CT 06492-7617 | CT | 2014-06 | $51,418 |
| 17 | Professional Association Of Athlete Development Specialist Inc | 41 Crossroads Plz Ste 127, West Hartford, CT 06117-2402 | CT | 2015-01 | $59,420 |
| 18 | Seniors Job Bank Inc | 50 South Main St Rm 216, West Hartford, CT 06107-2485 | CT | 2013-05 | $70,390 |
| 19 | Spark Institute Inc, Apark | 9 Phelps Ln, Simsbury, CT 06070-2215 | CT | 2012-11 | $2,012,720 |
| 20 | Thompson Rod & Gun Club Inc | 93 Brandy Hill Rd, Thompson, CT 06277-2314 | CT | 2014-05 | $240,360 |
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