Stone Trust Corporation 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
| Stone Trust Corporation | |
| Employer Identification Number (EIN) | 060552923 |
| Name of Organization | Stone Trust Corporation |
| In Care of Name | Aaron Hantman Tourmaline Partners |
| Address | 680 Washington Blvd Ste 10, Stamford, CT 06901-3727 |
| Activities | Other school related activities |
| Subsection | Educational Organization |
| Ruling Date | 01/1963 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $4,897,465 |
| Amount of Income | $1,155,042 |
| Form 990 Revenue Amount | $529,869 |
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 | $1,587,566 | $502,629 | $79,277 | |
| Contributions, gifts, grants, etc., received | $1,515,297 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $71,527 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $7,750 | |||
| Total expenses and disbursements | $288,633 | $27,290 | $27,290 | $210,517 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $281,133 | $27,290 | $203,017 | |
| Contributions, gifts, grants paid | $7,500 | |||
| Excess of revenue over expenses and disbursements | $1,298,933 | |||
| Net investment income | $475,339 | |||
| Adjusted net income | $51,987 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,806,053 | $4,806,053 |
| Cash - non-interest-bearing | $368,006 | |
| Investments-U.S. and state government obligations | $41,455 | |
| Investments-corporate stock | $236,222 | |
| Investments-corporate bonds | $264,390 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,875,057 | |
| Other | $2,020,923 | |
| Total liabilities | $13,437 | |
| Mortgages and other notes payable | $0 | |
| Other | $13,437 | |
| Total liabilities and net assets/fund balances | $4,792,616 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-7,008 |
| 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 | $9,507 |
| Total credits and payments | $880 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $880 |
| 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 | $15 |
| Tax due | $8,642 |
| 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? | 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? | Yes |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| 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 | $2,669,788 |
| Net value of noncharitable-use assets | $2,629,740 |
| Minimum investment return | $131,487 |
| 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) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $51,987 | $38,887 | $43,588 | $35,955 | $170,417 |
| Qualifying distributions made directly for active conduct of exempt activities | $203,017 | $211,769 | $156,704 | $174,488 | $745,978 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $87,658 | $64,496 | $58,429 | $56,605 | $267,188 |
| 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 | Sterling Ski Club Inc | 2283 Main St, Stratford, CT 06615 | CT | 1988-08 | $67,267 |
| 2 | Stevek Foundation Inc | 75 Broad St, Milford, CT 06460-3331 | CT | 2004-05 | $3,612 |
| 3 | Steven A And Alexandra M Cohen Foundation Inc | PO BOX 142, Greenwich, CT 06836-0142 | CT | 2001-10 | $276,350,188 |
| 4 | Steven And Sharon Chrust Foundation | 107 Saddle Rock Rd, Stamford, CT 06902-8228 | CT | 1998-08 | $41,000 |
| 5 | Stevens Creek Inc | 1 Mill Pond Ln, Simsbury, CT 06070-2486 | CT | 1999-05 | $11 |
| 6 | Stevenson Volunteer Fire Company Inc | PO BOX 96, Stevenson, CT 06491-0096 | CT | 1954-02 | $171,621 |
| 7 | Stewart B Mckinney Foundation Inc | PO BOX 338, Fairfield, CT 06824-0338 | CT | 1988-07 | $174,999 |
| 8 | Stewart Foundation | 181 South Ave Apt 15, New Canaan, CT 06840-5736 | CT | 1992-02 | $237,114 |
| 9 | Stillman Foundation Inc | PO BOX 120, Stamford, CT 06904-0120 | CT | 1985-08 | $2 |
| 10 | Stm Elderly Housing Corp | 3545 Main Street, Hartford, CT 06120-1130 | CT | 1992-03 | $395,779 |
| 11 | Stone Trust Corporation | 680 Washington Blvd Ste 10, Stamford, CT 06901-3727 | CT | 1963-01 | $1,155,042 |
| 12 | Stonebridge Foundation | 71 Wall St, Madison, CT 06443-3121 | CT | 1956-12 | $67,205 |
| 13 | Stonington Ambulance Corps Inc | PO BOX 424, Stonington, CT 06378-0424 | CT | 1978-10 | $214,855 |
| 14 | Stonington Cemetery Association Inc | N Main St, Stonington, CT 06378 | CT | 1913-03 | $100,368 |
| 15 | Stonington Education Fund Inc | PO BOX 1922, Pawcatuck, CT 06379-0922 | CT | 1995-04 | $53,507 |
| 16 | Stonington Free Library Association | PO BOX 232, Stonington, CT 06378-0232 | CT | 1943-02 | $916,025 |
| 17 | Stonington Harbor Yacht Club Inc | 9 Stonington Cmns, Stonington, CT 06378-1468 | CT | 2002-09 | $1,222,588 |
| 18 | Stonington Historical Society | PO BOX 103, Stonington, CT 06378-0103 | CT | 1943-03 | $811,501 |
| 19 | Stonington Land Trust Inc | PO BOX 812, Stonington, CT 06378-0812 | CT | 2007-08 | $680,951 |
| 20 | Stonington Village Improvement Association Incorporated | PO BOX 18, Stonington, CT 06378-0018 | CT | 1953-08 | $325,260 |
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