Xerox Foundation, Fleet Investment Services in Norwalk, 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
| Xerox Foundation, Fleet Investment Services | |
| Employer Identification Number (EIN) | 060996443 |
| Name of Organization | Xerox Foundation |
| Secondary Name | Fleet Investment Services |
| In Care of Name | Charitable Tax Dept |
| Address | PO BOX 4505, Norwalk, CT 06856 |
| Activities | School, college, trade school, etc., Community promotion |
| Subsection | Charitable Organization |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Association |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $226,550 |
| Amount of Income | $774,581 |
| Form 990 Revenue Amount | $438,300 |
Non-representatives - add comments:
Revenue 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 | $558,204 | $4 | $0 | |
| Contributions, gifts, grants, etc., received | $558,200 | |||
| Interest on savings and temporary cash investments | $4 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $558,200 | $0 | $0 | $558,200 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $0 | $0 | $0 | |
| Contributions, gifts, grants paid | $558,200 | |||
| Excess of revenue over expenses and disbursements | $4 | |||
| Net investment income | $4 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $344 | $334 |
| 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 | $0 | |
| Other | $344 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $344 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | Yes |
| 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)? | Yes |
| 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 | $343 |
| Net value of noncharitable-use assets | $340 |
| Minimum investment return | $17 |
| Distributable Amount (for 2012) | |
| Distributable amount | $17 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $17 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
| Beach Recovery Foundation Inc in Norwalk, CT |
New Direction Ministries in Bridgeport, CT
  |
|
Newcomers Club Of Danbury New Fairfield Conn Inc in Danbury, CT
|
| David And Sherry Cordani Family Foundation in West Hartford, CT |
|
Ccns Development Program Inc in Middletown, CT
|
|
Laura Norton Fund, Gelfenbien Roger A Ttee in Hartford, CT
|
Connecticut Renaissance Inc in Bridgeport, CT
 |
|
Christ Chapel Of The Christian And Missionary Alliance in Madison, CT
|
| Friends Helping Children Foundation Charitable Tr, Turina Tony Ttee in Torrington, CT |
|
Vicki Soto Memorial Fund in Southport, CT
|
| Other organizations in Connecticut | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Womens Business Development Council Inc | 184 Bedford St Ste 201, Stamford, CT 06901-1914 | CT | 1997-11 | $1,370,469 |
| 2 | Woodbridge Club Inc | 10 Milhaven Rd, Woodbridge, CT 06525-2515 | CT | 1962-10 | $370,551 |
| 3 | Woodbury Ambulance Association Inc | PO BOX 581, Woodbury, CT 06798-0581 | CT | 1989-11 | $367,603 |
| 4 | Woodbury Cemetery Association Inc | PO BOX 45, Woodbury, CT 06798-0045 | CT | 1944-07 | $693,003 |
| 5 | Woodbury Yoga Center Inc | 122 Westside Rd, Woodbury, CT 06798-2627 | CT | 1986-02 | $62,267 |
| 6 | Woodcock Nature Center Inc | 56 Deer Run Rd, Wilton, CT 06897-1203 | CT | 1972-11 | $337,459 |
| 7 | Woodridge Lake Property Owners Assoc Inc | PO BOX 11, Goshen, CT 06756-0011 | CT | 1975-11 | $1,081,819 |
| 8 | Work & Learn Inc | 29 Huntington Street, New London, CT 06320 | CT | 2010-07 | $0 |
| 9 | Work Vessels For Vets Inc | 260 Elm St, Noank, CT 06340-5522 | CT | 2009-04 | $306,857 |
| 10 | World-Wide Lighthouse Missions Inc | PO BOX 5010, Manchester, CT 06045-5010 | CT | 1994-12 | $561,477 |
| 11 | Xerox Foundation, Fleet Investment Services | PO BOX 4505, Norwalk, CT 06856 | CT | $774,581 | |
| 12 | Xl America Scholarship Foundation Inc | 100 Constitution Plz Fl 12, Hartford, CT 06103-1703 | CT | 2000-01 | $12,525 |
| 13 | Yale Alley Cats Inc | Po Box 202057, New Haven, CT 06520-2057 | CT | 2000-09 | $59,762 |
| 14 | Yale Club Of Northwestern Ct Inc | 587 Northfield Rd, Northfield, CT 06778-2502 | CT | 1981-09 | $5,612 |
| 15 | Yale Orthopedic Foundation Inc | C/O Jlieponis Md 7 Clapboard Hill, Guilford, CT 06437 | CT | 1973-08 | $40,801 |
| 16 | Yedidei Hagan Inc | PO BOX 3389, New Haven, CT 06515-0789 | CT | 1986-02 | $456,220 |
| 17 | Yerwood Center Inc | 90 Fairfield Ave, Stamford, CT 06902-5021 | CT | 1948-12 | $898,093 |
| 18 | Ynh Network Corporation | 789 Howard Ave, New Haven, CT 06519-1304 | CT | 1998-12 | $252 |
| 19 | Yoruba Community Of Connecticut | PO BOX 5881, Bridgeport, CT 06610-0881 | CT | 2006-07 | $8,174 |
| 20 | Young Mens Christian Association Of Norwalk Inc | 370 West Ave, Norwalk, CT 06850-4006 | CT | 1965-01 | $5,806,063 |
Organization representatives - add corrected or new information about Xerox Foundation, Fleet Investment Services »
Non-representatives - add comments about Xerox Foundation, Fleet Investment Services»