Tom & Claire Oneil Foundation in Madison, 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
| Tom & Claire Oneil Foundation | |
| Employer Identification Number (EIN) | 066035099 |
| Name of Organization | Tom & Claire Oneil Foundation |
| In Care of Name | Owen Oneil |
| Address | 59 Lenore Dr, Madison, CT 06443-8016 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization, Educational Organization, Religious Organization |
| Ruling Date | 01/1957 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $499,715 |
| Amount of Income | $80,851 |
| Form 990 Revenue Amount | $24,073 |
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 | $15,846 | $15,846 | $11,950 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $11,950 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $3,896 | |||
| Total expenses and disbursements | $13,361 | $5,039 | $0 | $8,322 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $9,835 | $5,039 | $4,796 | |
| Contributions, gifts, grants paid | $3,526 | |||
| Excess of revenue over expenses and disbursements | $2,485 | |||
| Net investment income | $10,807 | |||
| Adjusted net income | $11,950 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $491,849 | $512,221 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $18,043 | |
| Investments-corporate stock | $230,161 | |
| Investments-corporate bonds | $15,000 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $48,887 | |
| Other | $179,758 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $491,849 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $3,896 |
| 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 | $216 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $216 |
| 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 | $510,913 |
| Net value of noncharitable-use assets | $503,240 |
| Minimum investment return | $25,162 |
| Distributable Amount (for 2012) | |
| Distributable amount | $24,946 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $24,946 |
| 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 | Veterans Of Foreign Wars Of The United States Dept Of Connecticut, 9965 Stanley Budleski | PO BOX 4071, Wallingford, CT 06492-1421 | CT | 1962-11 | $85,987 |
| 2 | Veterans Of Foreign Wars Of The United States Dept Of Connecticut, Raymond T Goldbach Post 9460 | 100 Veterans Blvd, Stratford, CT 06615-5111 | CT | 1962-11 | $198,245 |
| 3 | Veterans Of Foreign Wars Of The United States Dept Of Connecticut | PO BOX 429, Rocky Hill, CT 06067-0429 | CT | 1962-11 | $499,997 |
| 4 | Vianda Playter Williams Foundation Inc | PO BOX 676, Greenwich, CT 06836-0676 | CT | 1968-07 | $11,512 |
| 5 | Victor And Elise Micati Foundation, Micati Victor P Ttee | 23 Old King Hwy S, Darien, CT 06820-4541 | CT | 2002-01 | $38,306 |
| 6 | Victoria Glenn Pierce Scholarship Foundation, Ellenthal Judith Ttee | C/O J Berger Jr-1700 Bedford St, Stamford, CT 06905 | CT | 2002-01 | $177,419 |
| 7 | Victory Piaterer Mutual Benefit Association | 21 High St, E Hartford, CT 06118-4001 | CT | 1976-03 | $68,567 |
| 8 | Transportation Energy Partnership | 61 Rolling Green Rd, Bethany, CT 06524-3321 | CT | 2000-06 | $163,654 |
| 9 | The Zac Foundation For Childrens Safety | Co Foundation Source, Fairfield, CT 06824 | CT | 2009-06 | $11,161,280 |
| 10 | The@susan And Bart Shuldman Foundation | 14 Broadview Rd, Westport, CT 06880-2302 | CT | 2005-03 | $2,850 |
| 11 | Tom & Claire Oneil Foundation | 59 Lenore Dr, Madison, CT 06443-8016 | CT | 1957-01 | $80,851 |
| 12 | The Woodhaven Foundation | 137a Elm St, Stonington, CT 06378-1163 | CT | 1998-07 | $889,322 |
| 13 | Tke Educational Foundation Inc | 275 Mount Carmel Avenue, Hamden, CT 06518 | CT | 1975-10 | $5,829,332 |
| 14 | Trust Uw David S Lynch, Beverly Natl Bk Tr | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 | CT | 1990-08 | $96,447 |
| 15 | Tynan Fam Charitable Tr, Tynan Mary Ann Ttee | 62 Browns Forge Rd, Gaylordsville, CT 06755-1212 | CT | 2000-05 | $63,136 |
| 16 | Vanessa Lee Kotowski Scholarship Foundation | 38 White Water Turn, Tariffville, CT 06081-9649 | CT | 2009-07 | $4 |
| 17 | Transportation Communications Union Iam | 26 Tyler Way, Bristol, CT 06010 | CT | 1945-04 | $0 |
| 18 | Treetops Chamber Music Society Inc | PO BOX 8151, Stamford, CT 06905-8151 | CT | 2006-09 | $70,050 |
| 19 | Twenty-Seven Foundation, D Travis Engen Ttee | Ct2-545-02-05, Glastonbury, CT 06033 | CT | 2008-09 | $7,972,203 |
| 20 | Vermont Yankee Nuclear Power Corporation Employee Benefit Trust | 850 Main St, Bridgeport, CT 06604-4917 | CT | 2003-08 | $308,433 |
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