William W Cassidy & Mildred C Armstrong Tuw 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
| William W Cassidy & Mildred C Armstrong Tuw | |
| Employer Identification Number (EIN) | 036071893 |
| Name of Organization | William W Cassidy & Mildred C Armstrong Tuw |
| In Care of Name | Peoples United Bank Wealth Mgmt |
| Address | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,494,659 |
| Amount of Income | $868,240 |
| Form 990 Revenue Amount | $69,891 |
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 | $126,556 | $126,238 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $56,616 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $318 | |||
| Other | $69,622 | |||
| Total expenses and disbursements | $75,097 | $15,349 | $0 | $58,288 |
| Compensation of officers, directors, trustees, etc. | $16,563 | |||
| Total operating and administrative expenses | $18,465 | $15,349 | $1,656 | |
| Contributions, gifts, grants paid | $56,632 | |||
| Excess of revenue over expenses and disbursements | $51,459 | |||
| Net investment income | $110,889 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,441,652 | $1,753,639 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $150,499 | |
| Investments-corporate stock | $404,678 | |
| Investments-corporate bonds | $175,496 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $670,376 | |
| Other | $40,603 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,441,652 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $69,622 |
| 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 | $1,109 |
| Total credits and payments | $560 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $560 |
| 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 | $549 |
| 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 | $1,658,063 |
| Net value of noncharitable-use assets | $1,633,200 |
| Minimum investment return | $81,660 |
| Distributable Amount (for 2012) | |
| Distributable amount | $80,551 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $80,551 |
| 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 | William E Raymond Trust | PO BOX 192, New Canaan, CT 06840-0192 | CT | 1946-07 | $111,074 |
| 2 | William G Lennox Fund | 342 N Main St Ste 301, West Hartford, CT 06117-2507 | CT | 1964-02 | $433,682 |
| 3 | William H Chapman Foundation | PO BOX 1321, New London, CT 06320-1321 | CT | 1972-04 | $251,476 |
| 4 | William H Prusoff Foundation | 880 Old Post Rd, Fairfield, CT 06824-8403 | CT | 2001-04 | $1,308,410 |
| 5 | William J And Frances E Deutsch Charitable Foundation | 113 Round Hill Rd, Greenwich, CT 06831-3722 | CT | 2004-07 | $2,834,034 |
| 6 | William J Ryan Scholarship Inc | PO BOX 171, Unionville, CT 06085-0171 | CT | 1997-09 | $16,491 |
| 7 | William J Selig Foundation Inc | 801 Bloomfield Ave, Windsor, CT 06095-2301 | CT | 1999-11 | $13,480 |
| 8 | William J Tomasso Scholarship Fund At Kingswood-Oxford School Inc, Inc | 170 Kingswood Rd, West Hartfrd, CT 06119-1430 | CT | 1991-10 | $144,053 |
| 9 | William S And Ann H Bucknall | 390 Stanwich Rd, Greenwich, CT 06830-3532 | CT | 2002-06 | $219,970 |
| 10 | William T Morris Foundation Inc | 49 Richmondville Ave Ste 306, Westport, CT 06880-2050 | CT | 1944-10 | $50,042,048 |
| 11 | William W Cassidy & Mildred C Armstrong Tuw | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 | CT | $868,240 | |
| 12 | William Widdy Neale Scholarship Fund Inc | 35 Cold Spring Rd Ste 212, Rocky Hill, CT 06067-3162 | CT | 1986-08 | $115,393 |
| 13 | Williams Cookie Jar Foundation | 450 Post Road East No 120, Westport, CT 06880-4402 | CT | 2004-02 | $992,096 |
| 14 | Willington Baptist Society Inc | PO BOX 173, Willington, CT 06279-0173 | CT | 2000-05 | $10,840 |
| 15 | Willington Hill Fire Department Inc | 24 Old Farms Rd, Willington, CT 06279-1718 | CT | 1993-06 | $156,865 |
| 16 | Willington Historical Society Incorporated | PO BOX 214, Willington, CT 06279-0214 | CT | 1983-03 | $11,735 |
| 17 | Willington Nursery Cooperative Inc | Po Box 58, Willington, CT 06279 | CT | 1960-10 | $16,079 |
| 18 | Willington Seniors Inc | 60 Old Farms Rd, Willington, CT 06279-1720 | CT | 2007-02 | $51,503 |
| 19 | Willow Arms Mutual Housing Association Inc | 95 Niles St, Hartford, CT 06105-2305 | CT | 1996-08 | $797,593 |
| 20 | Wilmot Wheeler Foundation Inc | PO BOX 429, Southport, CT 06890-0429 | CT | 1944-12 | $-40,192 |
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