Joel E Smilow Charitable Trust, Berger Deborah Ttee in Westport, 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
| Joel E Smilow Charitable Trust, Berger Deborah Ttee | |
| Employer Identification Number (EIN) | 066299809 |
| Name of Organization | Joel E Smilow Charitable Trust |
| Secondary Name | Berger Deborah Ttee |
| Address | 830 Post Rd E Ste 105, Westport, CT 06880-5222 |
| Subsection | Charitable Organization |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Association |
| 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 | $8,187,139 |
| Amount of Income | $7,641,790 |
| Form 990 Revenue Amount | $-1,291,718 |
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 | $617,432 | $603,373 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $37,129 | |||
| Dividends and interest from securities | $426,102 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $13,426 | |||
| Other | $140,775 | |||
| Total expenses and disbursements | $17,643,805 | $21,285 | $0 | $17,622,520 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $21,285 | $21,285 | $0 | |
| Contributions, gifts, grants paid | $17,622,520 | |||
| Excess of revenue over expenses and disbursements | $-17,026,373 | |||
| Net investment income | $582,088 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $9,193,494 | $9,769,437 |
| Cash - non-interest-bearing | $1,517,020 | |
| Investments-U.S. and state government obligations | $269,728 | |
| Investments-corporate stock | $7,073,675 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $333,071 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $9,193,494 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $140,775 |
| 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 | $5,821 |
| Total credits and payments | $39,035 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $39,035 |
| 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 | $33,214 |
| Amount to be credited to 2013 estimated tax | $33,214 |
| 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 | $19,101,035 |
| Net value of noncharitable-use assets | $18,814,520 |
| Minimum investment return | $940,726 |
| Distributable Amount (for 2012) | |
| Distributable amount | $934,905 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $934,905 |
| 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 | Jiwanko Saathiharu Jeremy Saxe Foundation For Education And Devel | 1952 Whitney Avenue, Hamden, CT 06517-1209 | CT | 2009-04 | $136,247 |
| 2 | Jk Seven Charitable Foundation | PO BOX 1402, Greenwich, CT 06836-1402 | CT | 2000-02 | $1 |
| 3 | Joan F Dionne Foundation, Elwood B Davis Ttee | One Canterbury Green, Stamford, CT 06901-2032 | CT | 2008-07 | $73,663 |
| 4 | The Austin Family Foundation Inc | PO BOX 4004, Darien, CT 06820-1404 | CT | 2008-08 | $176,365 |
| 5 | Joan S Bogen Memorial Scholarship Fund | 521 Hollow Tree Ridge Rd, Darien, CT 06820-2719 | CT | 1992-09 | $99 |
| 6 | Joanne B Meinke Irrv Tr | 100 Pearl St Fl 13, Hartford, CT 06103-4500 | CT | 2009-06 | $404,456 |
| 7 | Joblink Inc | 350 Fairfield Ave, Bridgeport, CT 06604-6014 | CT | 2000-08 | $169,565 |
| 8 | Joe & Gay Sudarsky Charitable Foundation, Sudarsky Joseph S Ttee | 5 Saddle Rdg, Bloomfield, CT 06002-1531 | CT | 2004-11 | $11,827 |
| 9 | Joe And Kay Calvanese Foundation Incorporated | 390 S End Rd, Plantsville, CT 06479-1823 | CT | 1996-06 | $372,670 |
| 10 | Joe Picture This Show Inc | PO BOX 777, Hartford, CT 06142-0777 | CT | 1991-01 | $22,862 |
| 11 | Joel E Smilow Charitable Trust, Berger Deborah Ttee | 830 Post Rd E Ste 105, Westport, CT 06880-5222 | CT | $7,641,790 | |
| 12 | John & Evelyn Kossak Foundation Inc | 68 Cross Hwy, Westport, CT 06880-2147 | CT | 1999-03 | $3,900,626 |
| 13 | John & Mildred Wright Foundation | 345 Governors Ln, Fairfield, CT 06824-2107 | CT | 1989-08 | $31 |
| 14 | John & Sylvia Workman Home For The Sick | 244 Forest St, Torrington, CT 06790-4941 | CT | 1966-04 | $748,676 |
| 15 | John And Kelly Hartman Foundation | PO BOX 271820, West Hartford, CT 06127-1820 | CT | 1991-12 | $1,943,780 |
| 16 | John B Pierce Foundation, John B Pierce Lab | 290 Congress Ave, New Haven, CT 06519-1403 | CT | 1951-04 | $1,443,754 |
| 17 | John C And Bernice A Rieg Charitable Foundation Inc | One Constitution Plaza, Hartford, CT 06103-1919 | CT | 1987-05 | $754,125 |
| 18 | John C Mead School P T O In Ansonia Connecticut, John C Mead Elementary School | 75 Ford St, Ansonia, CT 06401-2612 | CT | 2004-11 | $33,810 |
| 19 | John E And Caron G Avery Foundation Inc | 59 Merrimac Dr, Trumbull, CT 06611-1725 | CT | 1996-11 | $30,578 |
| 20 | John E Donaldson & Dennis J Perkins Foundation Inc | PO BOX 517, Wilton, CT 06897-0517 | CT | 1994-05 | $105,491 |
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