The Davis Foundation Inc in Greens Farms, 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
| The Davis Foundation Inc | |
| Employer Identification Number (EIN) | 061187647 |
| Name of Organization | The Davis Foundation Inc |
| In Care of Name | Hrr Llp |
| Address | PO BOX 1080, Greens Farms, CT 06838-1080 |
| Activities | Community Chest, United Way, etc., Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1987 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,296,714 |
| Amount of Income | $315,650 |
| Form 990 Revenue Amount | $61,705 |
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 | $9,301 | $71,446 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $38,448 | |||
| Dividends and interest from securities | $32,998 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $102,697 | $5,185 | $0 | $97,350 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $8,947 | $5,185 | $3,600 | |
| Contributions, gifts, grants paid | $93,750 | |||
| Excess of revenue over expenses and disbursements | $-93,396 | |||
| Net investment income | $66,261 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,448,284 | $1,480,694 |
| Cash - non-interest-bearing | $2 | |
| Investments-U.S. and state government obligations | $824,291 | |
| Investments-corporate stock | $322,126 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $301,865 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,448,284 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-62,145 |
| 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 | $663 |
| Total credits and payments | $1,028 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $428 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $600 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $365 |
| Amount to be credited to 2013 estimated tax | $365 |
| 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 | $1,472,976 |
| Net value of noncharitable-use assets | $1,450,880 |
| Minimum investment return | $72,544 |
| Distributable Amount (for 2012) | |
| Distributable amount | $71,881 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $71,881 |
| 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 | Masin Family Foundation | 33 Mallard Point Rd, Essex, CT 06426-1465 | CT | 2007-02 | $347,154 |
| 2 | Max And Rachel Javit And Family Foundation 05271999, Divine Thomas M Ttee | Cityplace I 22nd Floor 185 Asylum, Hartford, CT 06103 | CT | 1999-11 | $1,264,579 |
| 3 | Marine Chemists Assn Inc | 76 Farmholme Rd, Stonington, CT 06378-2500 | CT | 1980-11 | $103,630 |
| 4 | Massachusetts Glass Dealers Association Inc | 330 Main St 3rd Floor, Hartford, CT 06106 | CT | 1977-05 | $19,603 |
| 5 | Lw Beecher Trust 9513840310 | 100 Pearl St Fl 13, Hartford, CT 06103-4500 | CT | 1973-08 | $179,516 |
| 6 | Mckelvy Family Foundation Inc | 421 Wells Hill Rd, Lakeville, CT 06039-2301 | CT | 1997-06 | $60,685 |
| 7 | Lynde Point Land Trust Inc | 10 Lighthouse Ln, Old Saybrook, CT 06475-2559 | CT | 1991-11 | $4,969 |
| 8 | Manitou Camps Foundation | PO BOX 5099, Westport, CT 06881-5099 | CT | 2009-09 | $156,086 |
| 9 | Margaret F Calkins Charitable Foundation | PO BOX 1748, Waterbury, CT 06721-1748 | CT | 1999-12 | $102,998 |
| 10 | Martha Washington Straus-Harry H Straus Foundation Inc | 10 Skyline Ln, Stamford, CT 06903-2916 | CT | 1955-01 | $335,505 |
| 11 | The Davis Foundation Inc | PO BOX 1080, Greens Farms, CT 06838-1080 | CT | 1987-04 | $315,650 |
| 12 | Mcinerney Family Foundation | 274 Riverside Avenue 2nd Floor, Westport, CT 06880-4808 | CT | 1998-06 | $428,301 |
| 13 | Medical Spa Society Inc | 500 East Main Street Suite 216, Branford, CT 06405 | CT | 2006-04 | $0 |
| 14 | Melissa Flanders Nickel Fund Inc | C/O 65 Keelers Ridge, Wilton, CT 06897 | CT | 1987-06 | $29,427 |
| 15 | Melvin And Sylvia Kafka Foundation Inc | 425 Kings Hwy E, Fairfield, CT 06825-4852 | CT | 1963-08 | $37,804 |
| 16 | Machine Printers And Engravers Association Of The United States | 57 Ravenelle Rd, N Grosvenordl, CT 06255-2014 | CT | 1945-05 | $917,994 |
| 17 | Meeting Professionals International, Eastern Great Lakes | PO BOX 133, Norwalk, CT 06856-0133 | CT | $95,203 | |
| 18 | Marion Batchelder Trust 378 Fbo Mchv Et Al | 850 Main St 13th Fl, Bridgeport, CT 06604-4917 | CT | $73,133 | |
| 19 | Marion H Ware Trust 120343868 Fbo, Charities | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 | CT | $99,444 | |
| 20 | Marjorie J Way Tr Fbo Uvm Faculty, People United Bank | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 | CT | $132,972 | |
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