The Patrick And Catherine Donaghue Medical Research Foundation, Foundation 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
| The Patrick And Catherine Donaghue Medical Research Foundation, Foundation | |
| Employer Identification Number (EIN) | 066348275 |
| Name of Organization | The Patrick And Catherine Donaghue Medical Research Foundation |
| Secondary Name | Foundation |
| In Care of Name | Ray Andrews |
| Address | 777 Main St Cteh40222b, Hartford, CT 06115-2303 |
| Activities | Gifts or grants to individuals (other than scholarships), Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 08/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $50,000,000 to greater |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $61,352,719 |
| Amount of Income | $1,728,502 |
| Form 990 Revenue Amount | $3,875,067 |
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 | $7,797,181 | $7,746,081 | $51,100 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,603,350 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $51,100 | |||
| Other | $6,142,731 | |||
| Total expenses and disbursements | $1,994,007 | $63,099 | $7,376 | $1,882,541 |
| Compensation of officers, directors, trustees, etc. | $176,988 | |||
| Total operating and administrative expenses | $879,937 | $63,099 | $768,471 | |
| Contributions, gifts, grants paid | $1,114,070 | |||
| Excess of revenue over expenses and disbursements | $5,803,174 | |||
| Net investment income | $7,682,982 | |||
| Adjusted net income | $43,724 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $59,053,422 | $63,900,388 |
| Cash - non-interest-bearing | $24,056 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $32,396,332 | |
| Investments-corporate bonds | $4,064,239 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $19,237,077 | |
| Other | $3,331,718 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $59,053,422 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $6,142,731 |
| 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 | $153,660 |
| Total credits and payments | $94,897 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $94,897 |
| 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 | $58,763 |
| 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? | 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? | 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 | $56,037,617 |
| Net value of noncharitable-use assets | $55,197,060 |
| Minimum investment return | $2,759,853 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,657,293 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,657,293 |
| 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 | The Lynn And Robert Zimmer Family Foundation, Zimmer Lynn Et Al Ttee | 75 Byram Shore Rd, Greenwich, CT 06830-6906 | CT | 2000-09 | $368,471 |
| 2 | The Madison Foundation Inc | PO BOX 446, Madison, CT 06443-0446 | CT | 1997-03 | $256,583 |
| 3 | The Marvin Sirot Charitable Foundation | C/O Margaret Sirot 10 Howard Road, Stamford, CT 06903 | CT | 1985-02 | $31 |
| 4 | The Maurice C La Grua Center Inc | PO BOX 342, Stonington, CT 06378-0342 | CT | 2007-12 | $31,217 |
| 5 | The Ncaa Acupunture And Oriental Medicine Research & Education Fdtn, Ncca-Aomref | PO BOX 137, Chaplin, CT 06235-0137 | CT | 1991-07 | $27,056 |
| 6 | The New Haven Diaper Bank Inc | 1440 WHALLEY AVE PO BOX 110, New Haven, CT 06515-1144 | CT | 2005-09 | $679,205 |
| 7 | The Northwest Music Association | 12 Main Street Po Box 446, Salisbury, CT 06068 | CT | 2008-01 | $17,461 |
| 8 | The Nutmeg Chapter Of The Association Of Legal | 65 Wethersfield Ave, Hartford, CT 06114-1102 | CT | 2001-07 | $56,055 |
| 9 | The Parent Teacher Council Of Stamford, K T Murphy Pto | 19 Horton St, Stamford, CT 06902-6216 | CT | 2003-10 | $91,767 |
| 10 | The Parent Teacher Council Of Stamford | 48 Union Street Ste 1c, Stamford, CT 06906 | CT | 2003-10 | $103,357 |
| 11 | The Patrick And Catherine Donaghue Medical Research Foundation, Foundation | 777 Main St Cteh40222b, Hartford, CT 06115-2303 | CT | 1992-08 | $1,728,502 |
| 12 | The Perrin Family Foundation | 4 Prospect St, Ridgefield, CT 06877-4510 | CT | 1994-06 | $8,591,475 |
| 13 | The Pine Brook School Inc | 56 Stony Creek Rd, Branford, CT 06405-3234 | CT | 1972-11 | $966,010 |
| 14 | The Pryor Foundation | 29 Fernbrook, West Hartford, CT 06107-1613 | CT | 1950-01 | $343,908 |
| 15 | The Raindancer Foundation Inc | 1170 Hulls Farm Rd, Southport, CT 06890-1032 | CT | 1994-01 | $1 |
| 16 | The Robert A And Elizabeth R Jeffe Foundation, Jeffe Robert A Et Al Ttee | 19 Hawkwood Ln, Greenwich, CT 06830-3924 | CT | 1998-08 | $4,383,856 |
| 17 | The Sailing Foundation Of New York Inc | PO BOX 1736, Wallingford, CT 06492-7436 | CT | 2003-11 | $139,121 |
| 18 | The Simsbury Volunteer Fire Company Incorporated | 869 Hopmeadow St, Simsbury, CT 06070-1821 | CT | 1997-04 | $113,296 |
| 19 | The Soccer Club Of Guilford Inc | PO BOX 21, Guilford, CT 06437-0021 | CT | 1998-07 | $244,861 |
| 20 | The Southington Sportmens Association Incorporated | PO BOX 175, Southington, CT 06489-0175 | CT | 1984-01 | $116,972 |
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