Susan Fund Inc in Westport, Connecticut (CT)
Table of contents:
| Susan Fund Inc | |
| Employer Identification Number (EIN) | 223174640 |
| Name of Organization | Susan Fund Inc |
| In Care of Name | Ann S Lloyd |
| Address | 8 Hilly Field Ln, Westport, CT 06880-2916 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 07/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Organization which receives a substantial part of its support from a governmental unit or the general public |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $388,191 |
| Amount of Income | $258,599 |
| Form 990 Revenue Amount | $80,232 |
| National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards |
Non-representatives - add comments:
Amount of income in 2013: $258,599 (it was $97,828 in 2012)
| Susan Fund Inc: | $258,599 |
| Other organizations performing similar types of work: | $50,088 |
Assets in 2013: $388,191 (it was $371,673 in 2012)
| This organization: | $388,191 |
| Other organizations performing similar types of work: | $160,480 |
Expenses in 2013: $65,940
| Susan Fund Inc: | $65,940 |
| Other organizations performing similar types of work: | $41,701 |
Income to expenses ratio in 2013: 3.9
| This organization: | 3.9 |
| Other organizations performing similar types of work: | 1.3 |
Grants share in income in 2013: 80.0%
| This organization: | 80.0% |
| Other organizations performing similar types of work: | 22.2% |
Revenue for 2013
Support schedule
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total revenue | $69,842 | $74,924 | $80,232 |
| Contributions, gifts, grants, and similar amounts received | $52,455 | $64,737 | $64,198 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 |
| Membership dues and assessments | $0 | $0 | $0 |
| Investment income | $11,730 | $10,299 | $11,998 |
| Gain/Loss from sale of assets other than inventory | $730 | $-112 | $2,114 |
| Gross amount from sale of assets other than inventory | $91,018 | $22,792 | $180,482 |
| Less: cost or other basis and sales expenses | $90,280 | $22,904 | $178,367 |
| Net income/loss from gaming and fundraising events | $-73 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $5,000 | $0 | $1,923 |
| Total expenses | $82,680 | $83,410 | $65,940 |
| Total net assets | $380,159 | $371,673 | $388,191 |
| Excess/Deficit for the year | $-12,838 | $-8,486 | $14,292 |
| Net assets or fund balances at beginning of year | $392,997 | $380,159 | $371,683 |
| Other changes in net assets or fund balances | $0 | $0 | $2,216 |
| Net assets or fund balances at end of year | $371,673 | $388,191 | |
| Balance Sheets | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total assets | $380,159 | $371,673 | $388,191 |
| Total liabilities | $0 | $0 | $0 |
| Net assets or fund balances | $380,159 | $371,673 | $388,191 |
| Other Information | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
| Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013) | |
| 2009 - 2013 Total | |
|---|---|
| Public support | $231,569 |
| Subtotal | $281,569 |
| Gifts, grants, contributions, and membership fees received | $281,569 |
| Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | $0 |
| Gross receipts from activities that are not an unrelated trade or business under section 513 | $0 |
| Tax revenues levied for the organization's benefit and either paid to or expended on its behalf | $0 |
| The value of services or facilities furnished by a governmental unit to the organization without charge | $0 |
| Less | $50,284 |
| Amounts received from disqualified persons | $50,284 |
| Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support | $0 |
| Total support | $337,932 |
| Public support | $281,569 |
| Subtotal | $56,369 |
| Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | $56,369 |
| Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 | $0 |
| Net income from unrelated business activities, whether or not the business is regularly carried on | $0 |
| Other income | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The@charles Mitchell Scholarship Trust, Pershan Richard H Et Al Ttee | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1997-07 | $2,794,018 |
| 2 | Wisconsin Rural Opportunities Foundation Inc | 3310 Latham Dr, Madison, WI 53713-4634 | WI | 1996-09 | $2,025,315 |
| 3 | The Leadership Investment | 3900 E Mexico Ave Ste 600, Denver, CO 80210-3943 | CO | 1991-05 | $1,186,322 |
| 4 | W R And Floy A Sauey Family Foundation Inc | 715 Lynn Ave, Baraboo, WI 53913-2744 | WI | 1998-09 | $738,726 |
| 5 | Yoder Brothers Memorial Scholarship Fund | 7550 Trails End, Chagrin Falls, OH 44023-1426 | OH | 1997-06 | $351,924 |
| 6 | Brazosport Rotary Club Charitable Foundation Inc | P O Box 71, Lake Jackson, TX 77566 | TX | 1994-02 | $338,792 |
| 7 | The Lyden Foundation Inc | PO BOX 700, Winter Park, FL 32790-0700 | FL | 1997-12 | $331,009 |
| 8 | A B C Inc Of New Canaan | PO BOX 355, New Canaan, CT 06840-0355 | CT | 1974-05 | $301,001 |
| 9 | Susan Fund Inc | 8 Hilly Field Ln, Westport, CT 06880-2916 | CT | 1992-07 | $258,599 |
| 10 | Trustees Of Chester Academy Stratevest Group N A | PO BOX 1280, Brattleboro, VT 05302-1280 | VT | 1995-06 | $201,493 |
| 11 | University Of Aberdeen Foundation Inc | 57 W 57th St 3rd And 4th Flr, New York, NY 10019 | NY | 1996-07 | $182,160 |
| 12 | Thomas W And Lolita Gayle Scholarship Fund | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1998-01 | $181,272 |
| 13 | The Dubose Scholarship Fund | PO BOX 1749, Chattanooga, TN 37401-1749 | TN | 1998-09 | $82,011 |
| 14 | Glenpool Public Schools Foundation For Academic Excellence Inc | PO BOX 1149, Glenpool, OK 74033 | OK | 1995-06 | $48,114 |
| 15 | Virginia National Guard Foundation | Bldg 316 Fort Pickett, Blackstone, VA 23824 | VA | 1995-05 | $47,598 |
| 16 | Spiro School Foundation For Excellence In Education Inc | PO BOX 127, Spiro, OK 74959-0127 | OK | 1992-01 | $43,018 |
| 17 | Third Eye Inc | 39303 Country Club Dr Ste A-48, Farmington Hills, MI 48331-3449 | MI | 1998-01 | $36,894 |
| 18 | Rockwall County A & M Club | PO BOX 214, Rockwall, TX 75087-0214 | TX | 1991-04 | $33,628 |
| 19 | Thomas E Anding & Emilyne Weed Anding Foundation | 4350 Shady Hill Dr, Dallas, TX 75229-2863 | TX | 1998-11 | $13,861 |
| 20 | Rhvaa Memorial Scholarshipinc | PO BOX 353, Rocky Hill, CT 06067 | CT | 1995-07 | $0 |
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