Joseph W Hasel Tr Uw in Cheshire, 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
| Joseph W Hasel Tr Uw | |
| Employer Identification Number (EIN) | 066450189 |
| Name of Organization | Joseph W Hasel Tr Uw |
| In Care of Name | Cheshire Academy Ttee |
| Address | Cheshire Academy 10 Main Street, Cheshire, CT 06410 |
| 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 | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $323,023 |
| Amount of Income | $66,291 |
| Form 990 Revenue Amount | $15,521 |
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 | $15,391 | $15,391 | $10,196 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $10,196 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $5,195 | |||
| Total expenses and disbursements | $9,614 | $2,396 | $2,396 | $7,218 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,396 | $2,396 | $0 | |
| Contributions, gifts, grants paid | $7,218 | |||
| Excess of revenue over expenses and disbursements | $5,777 | |||
| Net investment income | $12,995 | |||
| Adjusted net income | $7,800 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $313,869 | $332,967 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $313,869 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $313,869 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $5,195 |
| 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 | $130 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $130 |
| 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? | Yes |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2012) | |
| Distributable amount | $-130 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $-130 |
| 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 | The Josef And Anni Albers Foundation Inc, Josef And Anni Albers Foundation | 88 Beacon Rd, Bethany, CT 06524-3074 | CT | 1972-01 | $6,795,318 |
| 2 | Joseph A Kaplan Foundation Inc | PO BOX 1109, Norwalk, CT 06856-1109 | CT | 1959-06 | $120 |
| 3 | Joseph And Claire Morrow Charitable Foundation | 7 Close Rd, Greenwich, CT 06831-2721 | CT | 1994-10 | $570,488 |
| 4 | Joseph And Licia Gimma Foundation | 8 Outlook Dr, Darien, CT 06820-5615 | CT | 2009-11 | $33,018 |
| 5 | Joseph F Engelberger Foundation Inc | 53 Hundred Acres Rd, Newtown, CT 06470-2435 | CT | 1991-08 | $52,887 |
| 6 | Joseph H Messier Jr Foundation Inc | 221 S Slope Dr, Kensington, CT 06037-1143 | CT | 1998-04 | $141 |
| 7 | Joseph John Devine Foundation | 117 Leeuwarden Rd, Darien, CT 06820-3028 | CT | 2009-04 | $176 |
| 8 | Joseph Manzi Foundation Inc | 192 Harvest Hill Rd, Kensington, CT 06037-1155 | CT | 2008-04 | $38,462 |
| 9 | Joseph O Goodwin Elementary School Parent Teacher Organization | 1235 Forbes Street, East Hartford, CT 06118 | CT | 1998-02 | $0 |
| 10 | Joseph Stone Foundation | 15 Wood Chase Ln, N Branford, CT 06471-1053 | CT | 2006-04 | $150 |
| 11 | Joseph W Hasel Tr Uw | Cheshire Academy 10 Main Street, Cheshire, CT 06410 | CT | $66,291 | |
| 12 | Joshua House Fund Inc | PO BOX 1792, Darien, CT 06820-1792 | CT | 1998-04 | $120,478 |
| 13 | Joshua House Inc | 251 Long Ridge Road, Stamford, CT 06902 | CT | 2008-11 | $0 |
| 14 | Joshuas Tract Conservation & Historic Trust | PO BOX 4, Mansfield Ctr, CT 06250-0004 | CT | 1967-09 | $4,332,838 |
| 15 | Journey Home Incorporated | 28 Bettonwood Drive, Simsbury, CT 06070 | CT | 2009-02 | $549,387 |
| 16 | Joyce & Bernie Zimmerman Foundation | 18 High Meadow Rd, Weston, CT 06883-2946 | CT | 2000-12 | $123,789 |
| 17 | Joyce Hergenhan Private Foundation, Hergenhan Joyce Ttee | 715 Sasco Hill Rd, Fairfield, CT 06824-6376 | CT | 1998-08 | $885,300 |
| 18 | Joyful Noise Inc, Chorus Agelicus & Gaudeamus | 220 Prospect St, Torrington, CT 06790-5314 | CT | 1993-12 | $130,588 |
| 19 | Js Howe Family Foundation | 1120 Post Road 2nd Floor, Darien, CT 06820-5447 | CT | 2006-10 | $32,096 |
| 20 | Juan Jacobo De Lara & Jonne Low De Lara Foundation Inc | One Canterbury, Stamford, CT 06901-2032 | CT | 1979-07 | $1,135,473 |
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