Volney A S Avery Trust U W in Bridgeport, 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
| Volney A S Avery Trust U W | |
| Employer Identification Number (EIN) | 036051277 |
| Name of Organization | Volney A S Avery Trust U W |
| In Care of Name | Peoples United Bank-Wealth Mgmt |
| Address | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Organization | Association |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $75,023 |
| Amount of Income | $33,209 |
| Form 990 Revenue Amount | $4,214 |
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 | $14,505 | $14,503 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,998 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $2 | |||
| Other | $12,505 | |||
| Total expenses and disbursements | $6,689 | $1,586 | $0 | $4,175 |
| Compensation of officers, directors, trustees, etc. | $1,750 | |||
| Total operating and administrative expenses | $2,689 | $1,586 | $175 | |
| Contributions, gifts, grants paid | $4,000 | |||
| Excess of revenue over expenses and disbursements | $7,816 | |||
| Net investment income | $12,917 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $78,111 | $79,377 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $76,702 | |
| Other | $1,409 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $78,111 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $12,505 |
| 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 | $258 |
| Total credits and payments | $28 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $28 |
| 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 | $230 |
| 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? | 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 | $80,281 |
| Net value of noncharitable-use assets | $79,080 |
| Minimum investment return | $3,954 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,696 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,696 |
| 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 | Vna East Inc | 1290 Silas Deane Hwy Ste 4b, Wethersfield, CT 06109-4337 | CT | 1966-11 | $12,460,749 |
| 2 | Vna Health At Home Inc | 27 Siemon Company Drive, Watertown, CT 06795-2654 | CT | 1966-08 | $4,721,864 |
| 3 | Vna Health Resources Inc | 1290 Silas Deane Hwy Ste 4b, Wethersfield, CT 06109-4337 | CT | 1987-08 | $6,061,688 |
| 4 | Vna Management Corporation | 765 Fairfield Ave, Bridgeport, CT 06604-3702 | CT | 1988-12 | $1,090,730 |
| 5 | Vna Northwest Inc | 607 Bantam Rd Ste F, Bantam, CT 06750-1635 | CT | 1946-06 | $4,213,361 |
| 6 | Vna Of South Central Ct | One Long Wharf Drive, New Haven, CT 06511-5991 | CT | 1942-08 | $13,068,854 |
| 7 | Vna Services Inc | PO BOX 186929, Hamden, CT 06518-7016 | CT | 1955-07 | $8,304,397 |
| 8 | Vna Valley Care Inc | 8 Old Mill Ln, Simsbury, CT 06070-1932 | CT | 1942-10 | $3,573,466 |
| 9 | Vnlv Foundation Inc | 61 Main Street, Centerbrook, CT 06409-1070 | CT | 2000-01 | $367,800 |
| 10 | Voice For Joanie Inc | 5 Glenwood Rd, New Milford, CT 06776-4411 | CT | 1995-05 | $73,352 |
| 11 | Volney A S Avery Trust U W | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 | CT | $33,209 | |
| 12 | Voluntary Action Center Of Southwestern Fairfield County | 1150 Summer Street 2nd Floor, Stamford, CT 06905-5530 | CT | 1974-03 | $296,972 |
| 13 | Voluntary Services For The Blind Of Fairfield County Inc | 299 Greenwich Ave, Greenwich, CT 06830-6504 | CT | 1997-04 | $30,759 |
| 14 | Volunteer Center Inc | 58 Division St, Danbury, CT 06810-7753 | CT | 1978-07 | $177,617 |
| 15 | Volunteer Fire Department Of New Fairfield Inc | PO BOX 8307, New Fairfield, CT 06812-8307 | CT | 1984-10 | $354,203 |
| 16 | Volunteer Fire Department Of Prospect Inc | PO BOX 7001, Prospect, CT 06712-0001 | CT | 1992-12 | $370,462 |
| 17 | Volunteer Hose & Chemical Co No 2 Inc | PO BOX 555, Greenwich, CT 06836-0555 | CT | 1971-02 | $9,700 |
| 18 | Volunteer Services Center Inc | 30 Harrison Avenue, Branford, CT 06405-3047 | CT | 1998-10 | $31,221 |
| 19 | Volunteers In Psychotherapy Inc | 7 South Main St, West Hartford, CT 06107-2447 | CT | 1999-02 | $52,780 |
| 20 | Volunteers In Service To Education In India Inc | Po Box 713, Hartford, CT 06142 | CT | 1974-02 | $33,714 |
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