Marilyn W Dugan Foundation Inc in Wilton, Connecticut (CT)

Organization representatives - add corrected or new information about Marilyn W Dugan Foundation Inc »

Non-representatives - add comments about Marilyn W Dugan Foundation Inc»

Marilyn W Dugan Foundation Inc
Employer Identification Number (EIN)061503775
Name of OrganizationMarilyn W Dugan Foundation Inc
In Care of NameJoseph R Dugan
Address21 Mollbrook Dr, Wilton, CT 06897-4709
ActivitiesSupplying money, goods or services to the poor
SubsectionCharitable Organization
Ruling Date07/1998
DeductibilityContributions are deductible
FoundationPrivate operating foundation (other)
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$10,000 to $24,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$12,642
Amount of Income$25,495
Form 990 Revenue Amount$60,324
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations
User's rating

Non-representatives - add comments:


Your IP address will be logged.

Amount of income in 2013: $25,495 (it was $123,484 in 2012)
Marilyn W Dugan Foundation Inc: 

Other organizations performing similar types of work: 


Assets in 2013: $12,642 (it was $19,882 in 2012)
Marilyn W Dugan Foundation Inc: 

Other organizations performing similar types of work: 


Expenses in 2012: $57,660
Marilyn W Dugan Foundation Inc: 

Other organizations performing similar types of work: 


Income to expenses ratio in 2012: 0.4
Marilyn W Dugan Foundation Inc: 

Other organizations performing similar types of work: 


Grants share in income in 2012: 105.4%
Marilyn W Dugan Foundation Inc: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$55,165$64,488$47
Contributions, gifts, grants, etc., received$58,146
Interest on savings and temporary cash investments$11
Dividends and interest from securities$36
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$57,660$2,090$5$55,075
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$52,445$2,090$49,860
Contributions, gifts, grants paid$5,215
Excess of revenue over expenses and disbursements$-2,495
Net investment income$62,398
Adjusted net income$42
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$19,882$19,882
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Total liabilities$1
Mortgages and other notes payable$0
Total liabilities and net assets/fund balances$19,882
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$0
Net capital loss$-3,028
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$624
Total credits and payments$837
2012 estimated tax payments and 2011 overpayment credited to 2012$87
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$750
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$8
Tax due$0
Amount to be credited to 2013 estimated tax$205
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?Yes
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$17,975
Net value of noncharitable-use assets$17,700
Minimum investment return$885
Distributable Amount (for 2012)
Distributable amount$0
Undistributed Income (for 2012)
Distributable amount for 2012$0
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
The lesser of the adjusted net income or the minimum investment return$42$1,088$0$0$1,130
Qualifying distributions made directly for active conduct of exempt activities$55,075$68,734$36,635$11,561$172,005
Value of all assets$19,882$22,377$26,915$19,272$88,446
Value of assets qualifying under section 4942(j)(3)(B)(i)$19,882$22,377$26,915$19,272$88,446
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)$58,146$60,792$46,312$0$165,250
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$64,488$49,501$44,138$72$158,199

Ratings Summary

Based on 1 vote

Overall Rating:
Ratings in categories:

1 User Review:

Hope Tera

Added on Mar 9, 2015 6:50 AM
Marilyn is an amazing woman and dynamo. I had to relocate my father out of a senior residence in Greenwich quickly. When I reached out to Marilyn, she responded quickly, came with a big pick-up truck, and was able to find homes for everything I no longer needed. I will definitely keep her number handy. It's a wonderful service she provides - getting household items to those in need.
Would you recommend Marilyn W Dugan Foundation Inc to others? Yes
Marilyn W Dugan Foundation Inc respresentatives - respond and add information
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated


Your Review

Would you recommend Marilyn W Dugan Foundation Inc to others? (optional)
Add photo of Marilyn W Dugan Foundation Inc (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Tudor Foundation Inc1275 King St, Greenwich, CT 06831-2936CT1998-01$4,557,000
2The Robert A And Elizabeth R Jeffe Foundation, Jeffe Robert A Et Al Ttee19 Hawkwood Ln, Greenwich, CT 06830-3924CT1998-08$4,383,856
3Vranos Foundation53 Forest Avenue 2nd Floor, Old Greenwich, CT 06870-1526CT1997-10$4,004,205
4Thomston Savings Bank Foundation IncPO BOX 907, Thomaston, CT 06787-0907CT1998-08$1,565,617
5The Octoberhill Foundation C/O Sharon Trulock Esq17 Taunton Ridge Rd, Newtown, CT 06470-1419CT1995-05$1,294,008
6Union Savings Bank Foundation Inc226 Main St, Danbury, CT 06810-6635CT1998-07$1,042,868
7Ward Foundation Inc77 Winfield Ln, New Canaan, CT 06840-3439CT1998-09$966,674
8The Rhoda And David Chase Family Foundation IncChase Enterpgoodwin Sq225 Asylum St, Hartford, CT 06103CT1998-01$641,273
9Shames Family Foundation35 Mollbrook Dr, Wilton, CT 06897-4709CT1998-11$581,572
10Ud Jc & Aj Bowling-Bowling Family Foundation, Bowling James C TteePO BOX 1214, Stamford, CT 06904-1214CT1997-05$433,042
11The@luke Obrien Foundation85 Chestnut Hill Rd, Wilton, CT 06897-4606CT1998-10$244,147
12The Parkinson Family Charitable Foundation Incorporated640 W Putnam Ave Floor 3, Greenwich, CT 06830-6008CT1998-08$241,635
13Stephen & Denise Adams Family Foundation Inc88 Old Roxbury Rd, Roxbury, CT 06783-1809CT1998-03$73,281
14The John Treacy And Darcy F Beyer Foundation IncC/O Andersen Tax 1700 E Putnam Ave, Old Greenwich, CT 06870CT1997-02$68,879
15William And Barbara Family Foundation111 Duncan Dr, Greenwich, CT 06831-3617CT1998-01$55,732
16Steven And Sharon Chrust Foundation107 Saddle Rock Rd, Stamford, CT 06902-8228CT1998-08$41,000
17St Huberts Foundation Charitable Tr, Morley James T Jr Ttee54 Huntingtown Rd, Newtown, CT 06470-2615CT1997-02$37,201
18Vallee Foundation60 Pinney St Apt 1, Ellington, CT 06029-3828CT1998-10$7,457
19Wakely Foundation24 Hemlock Glen Rd, Hampton, CT 06247-1203CT1998-05$3,999
20Treibick Family Foundation IncPO BOX 311028 GLENVILLE STATION, Greenwich, CT 06831CT1996-07$2,639
Number of organizations performing similar types of work
District of Columbia27
North Carolina155
North Dakota2
New Hampshire19
New Jersey213
New Mexico23
New York524
Rhode Island33
South Carolina40
South Dakota12
West Virginia9
Total5,225 is not associated with, endorsed by, or sponsored by Marilyn W Dugan Foundation Inc and has no official or unofficial affiliation with Marilyn W Dugan Foundation Inc