Jesse And Dorothy Hartman Foundation 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
| Jesse And Dorothy Hartman Foundation | |
| Employer Identification Number (EIN) | 066044501 |
| Name of Organization | Jesse And Dorothy Hartman Foundation |
| In Care of Name | Proskauer Rose Llp |
| Address | 30 Commerce Road No 100, Stamford, CT 06902-4550 |
| Activities | Gifts, grants, or loans to other organizations, Hospital, Church, synagogue, etc |
| Subsection | Charitable Organization |
| Ruling Date | 07/1956 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $515,475 |
| Amount of Income | $365,633 |
| Form 990 Revenue Amount | $149,104 |
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 | $127,414 | $27,414 | $0 | |
| Contributions, gifts, grants, etc., received | $100,000 | |||
| Interest on savings and temporary cash investments | $8 | |||
| Dividends and interest from securities | $11,968 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $15,438 | |||
| Total expenses and disbursements | $197,221 | $23,321 | $0 | $173,900 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $23,421 | $23,321 | $100 | |
| Contributions, gifts, grants paid | $173,800 | |||
| Excess of revenue over expenses and disbursements | $-69,807 | |||
| Net investment income | $4,093 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $438,689 | $454,883 |
| Cash - non-interest-bearing | $72,302 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $366,387 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $438,689 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $15,438 |
| 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 | $41 |
| Total credits and payments | $646 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $646 |
| 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 | $605 |
| Amount to be credited to 2013 estimated tax | $605 |
| 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? | Yes |
| 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 | $480,419 |
| Net value of noncharitable-use assets | $473,220 |
| Minimum investment return | $23,661 |
| Distributable Amount (for 2012) | |
| Distributable amount | $23,620 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $23,620 |
| 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 | Jeffrey P Ossen Family Foundation | PO BOX 271820, West Hartford, CT 06127-1820 | CT | 2008-03 | $4,516,054 |
| 2 | Jeffrey School Parent Teachers Organization | 331 Copse Rd, Madison, CT 06443-2372 | CT | 2001-06 | $33,682 |
| 3 | Jeld Charitable Foundation Inc | 728 Den Rd3, Stamford, CT 06903-3823 | CT | 2004-02 | $150,174 |
| 4 | Jelly Bean Junction Co | 13 Madison Pl, Stamford, CT 06902-5612 | CT | 1992-07 | $72,621 |
| 5 | Jensen Charles Lynn Memorial Fund Inc | 8 Ranney Street, Cromwell, CT 06416 | CT | 2005-06 | $0 |
| 6 | Jeremiah J & Virginia W Lowney Fam Foundation Tr 101999, Lowney Jeremiah J Jr Ttee | 100 Sherman St, Norwich, CT 06360-4106 | CT | 2000-03 | $410,066 |
| 7 | Jericho Partnership Inc | 13 Rose St, Danbury, CT 06810-5809 | CT | 2006-07 | $3,543,574 |
| 8 | Jerome Estates Housing Corporation | 93 Deming Road Suite A, Berlin, CT 06037-1514 | CT | 1996-10 | $1,492,473 |
| 9 | Jerome Home | 975 Corbin Avenue, New Britain, CT 06052-1259 | CT | 1944-04 | $16,191,881 |
| 10 | Jerry And Suzanne M Litner Foundation | 86 Millington Rd, East Haddam, CT 06423-1536 | CT | 2001-02 | $225,875 |
| 11 | Jesse And Dorothy Hartman Foundation | 30 Commerce Road No 100, Stamford, CT 06902-4550 | CT | 1956-07 | $365,633 |
| 12 | Jesse Bayer Foundation | 503 Riversville Rd, Greenwich, CT 06831-2914 | CT | 1987-01 | $95,292 |
| 13 | Jesse Cobb Ministries | 1290 Reservoir Ave, Bridgeport, CT 06606-2501 | CT | 1997-01 | $0 |
| 14 | Jesus Christ Evangelistic Team Missionary Organization Inc | Po Box 48, Middletown, CT 06457 | CT | 1988-07 | $0 |
| 15 | Jewett City Cemetery Association | 28 Wright Rd, Cauterbury, CT 06331-1130 | CT | 1951-05 | $10,219 |
| 16 | Jewett City Savings Bank Foundation Inc | 111 Main St, Jewett City, CT 06351-2205 | CT | 2003-10 | $545,063 |
| 17 | Jewish Association For Community Living | 900 Asylum Ave, Hartford, CT 06105-1901 | CT | 1983-03 | $2,731,471 |
| 18 | Jewish Cemetery Association Of Greater Waterbury Inc | 444 Main St N, Southbury, CT 06488-3808 | CT | 2004-06 | $83,436 |
| 19 | Jewish Cemetery Association Ofgreater New Haven Inc | 360 Amity Rd, Woodbridge, CT 06525-2133 | CT | 2009-12 | $95,481 |
| 20 | Jewish Center For Community Services Inc | 431 Post Rd E, Westport, CT 06880-4446 | CT | 1941-12 | $516,374 |
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