Mcdonald Fam Tr, Champlin Iii William H Ttee in Hartford, 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
| Mcdonald Fam Tr, Champlin Iii William H Ttee | |
| Employer Identification Number (EIN) | 066377722 |
| Name of Organization | Mcdonald Fam Tr |
| Secondary Name | Champlin Iii William H Ttee |
| In Care of Name | Hinckley Allen Snyder Llp |
| Address | 20 Church St, Hartford, CT 06103-1221 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $841,747 |
| Amount of Income | $183,710 |
| Form 990 Revenue Amount | $246,998 |
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 | $67,085 | $67,085 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $43 | |||
| Dividends and interest from securities | $37,858 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $29,184 | |||
| Total expenses and disbursements | $97,111 | $16,377 | $0 | $80,734 |
| Compensation of officers, directors, trustees, etc. | $18,974 | |||
| Total operating and administrative expenses | $28,811 | $16,377 | $12,434 | |
| Contributions, gifts, grants paid | $68,300 | |||
| Excess of revenue over expenses and disbursements | $-30,026 | |||
| Net investment income | $50,708 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $824,025 | $1,386,547 |
| Cash - non-interest-bearing | $37,335 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $786,690 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $824,025 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $29,184 |
| 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 | $507 |
| Total credits and payments | $2,336 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,336 |
| 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 | $1,829 |
| Amount to be credited to 2013 estimated tax | $600 |
| 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 | $1,345,719 |
| Net value of noncharitable-use assets | $1,325,540 |
| Minimum investment return | $66,277 |
| Distributable Amount (for 2012) | |
| Distributable amount | $65,770 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $65,770 |
| 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 | Mayor Program For Manchester Children Inc | 41 Center Street, Manchester, CT 06040-5090 | CT | 1997-12 | $76,222 |
| 2 | Mayors Charity Ball Corporation | PO BOX 270788, West Hartford, CT 06127-0788 | CT | 2009-07 | $147,670 |
| 3 | Mazaika Family Foundation Inc | 77 Auncient Oak Rd, Bethlehem, CT 06751-1034 | CT | 1997-11 | $10,352 |
| 4 | Mc Donough Elementary Child Care Association Inc | 101 Catherine St, Hartford, CT 06106-3521 | CT | 1996-03 | $57,479 |
| 5 | Mcauley Center Inc | 275 Steele Road, West Hartford, CT 06117-2716 | CT | 1946-03 | $5,817,858 |
| 6 | Mcavity Family Foundation | 37 Pheasant Ln, Greenwich, CT 06830-3811 | CT | 2009-05 | $810,131 |
| 7 | Mccaffrey Family Foundation Inc | 41 Dorethy Rd, West Redding, CT 06896-2914 | CT | 2001-11 | $654,277 |
| 8 | Mccall Foundation Inc | PO BOX 806, Torrington, CT 06790-0806 | CT | 1977-11 | $4,260,324 |
| 9 | Mccloskey Family Foundation | 6 Mist Hill Dr, Brookfield, CT 06804-1622 | CT | 2002-12 | $56,241 |
| 10 | Mcdermott Fam Charitable Tr, Mcdermott William P Ttee | 104 Tolland Grn, Tolland, CT 06084-3039 | CT | 2000-01 | $57,649 |
| 11 | Mcdonald Fam Tr, Champlin Iii William H Ttee | 20 Church St, Hartford, CT 06103-1221 | CT | 1993-05 | $183,710 |
| 12 | Mcfadden Family Foundation | 122 Clark Rd, Litchfield, CT 06759-2822 | CT | 1998-03 | $9,483 |
| 13 | Mcgivney Community Center Inc, The Center | 338 Stillman St, Bridgeport, CT 06608-1405 | CT | 1994-10 | $438,813 |
| 14 | Mckenzie Foundation Inc | 114 John St, Greenwich, CT 06831-2649 | CT | 1998-05 | $1 |
| 15 | Mclaughlin Foundation | 9 Smith Rd, Greenwich, CT 06830-7036 | CT | 1997-01 | $177,447 |
| 16 | Mclean Foundation Inc | 75 Great Pond Rd, Simsbury, CT 06070-1980 | CT | 1969-09 | $365,401 |
| 17 | Mcleod Blue Skye Charitable Foundation Inc | 86 Seaview Ave, Branford, CT 06405-5444 | CT | 1993-05 | $145,638 |
| 18 | Mcmaster-Moulthrop Scholarship Fund, Dennis Siegmann | 480 Wolcott St, Bristol, CT 06010-6497 | CT | 1993-08 | $48,207 |
| 19 | Mcnelis Family Foundation Inc | 20 Peaceable St, Ridgefield, CT 06877-4815 | CT | 2008-07 | $1 |
| 20 | Mcphee Foundation Inc | 44 Belgian Cir, Bristol, CT 06010-8967 | CT | 1997-10 | $469,753 |
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