Weaver Family Foundation in Stamford, 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
| Weaver Family Foundation | |
| Employer Identification Number (EIN) | 223087387 |
| Name of Organization | Weaver Family Foundation |
| In Care of Name | Blair & Potts |
| Address | PO BOX 1214, Stamford, CT 06904-1214 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1991 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $18,396,296 |
| Amount of Income | $5,221,056 |
| Form 990 Revenue Amount | $839,660 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $839,660 | $839,660 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $750,904 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-6,575 | |||
| Other | $95,331 | |||
| Total expenses and disbursements | $1,412,765 | $105,348 | $0 | $1,307,417 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $105,348 | $105,348 | $0 | |
| Contributions, gifts, grants paid | $1,307,417 | |||
| Excess of revenue over expenses and disbursements | $-573,105 | |||
| Net investment income | $734,312 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $18,396,296 | $18,418,286 |
| Cash - non-interest-bearing | $25,312 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $18,370,984 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $18,396,296 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $95,331 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $7,343 |
| Total credits and payments | $11,236 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $11,236 |
| 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 |
| Overpayment | $3,893 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $15,019,327 |
| Net value of noncharitable-use assets | $14,794,040 |
| Minimum investment return | $739,702 |
| Distributable Amount (for 2011) | |
| Distributable amount | $732,359 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $732,359 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Changing Winds Seminars Inc | 206 Nautilus Drive Apt 214, New London, CT 06320 | CT | 2006-11 | $11,660 |
| 2 | Chrysalis Center Real Estate Corporation | 278 Farmington Avenue, Hartford, CT 06105 | CT | 2004-08 | $3,083,232 |
| 3 | Clearwater Initiative Corporation, Clearwater Initiative | Po Box 1684, New Haven, CT 06507 | CT | 2008-04 | $139,997 |
| 4 | Communication Workers Of America, Iue Cwa Local 244 | Po Box 2278, West Port, CT 06880 | CT | 1950-11 | $31,923 |
| 5 | Connecticut Boxing Hall Of Fame Inc | 35 Cold Spring Rd Ste 424, Rocky Hill, CT 06067-3164 | CT | 2007-06 | $44,936 |
| 6 | Connecticut Education Association | 190 Governor Winthrop Blvd, New London, CT 06320 | CT | 1971-09 | $0 |
| 7 | Connecticut Education Association, Plainfield Education Association | 75 Canterbury Road, Plainfield, CT 06374 | CT | 1971-09 | $0 |
| 8 | Country Dance & Song Society Inc, Always On Sunday International Folk Dancers | 7 Hampton Lane, Bloomfield, CT 06002 | CT | 1993-05 | $9,436 |
| 9 | Essex Rotary Scholarship Foundation Inc | PO BOX 484, Essex, CT 06426 | CT | 1997-11 | $0 |
| 10 | Fairfield County Financial Planning Scholarship Foundation | 1171 E Putnam Avenue Room/Suite 1b, Riverside, CT 06878 | CT | 2001-03 | $0 |
| 11 | Weaver Family Foundation | PO BOX 1214, Stamford, CT 06904-1214 | CT | 1991-03 | $5,221,056 |
| 12 | Youth Challenge Of Florida Inc | Po Box 320676, Hartford, CT 06132-0676 | CT | 1985-09 | $111,082 |
| 13 | Walters Family Foundation Inc | 1700 E Putnam Ave Ste 206, Old Greenwich, CT 06870-1370 | CT | 1962-02 | $954,147 |
| 14 | Weismann Foundation | 1 Landmark Sq Fl 4, Stamford, CT 06901-2601 | CT | 2006-03 | $689,095 |
| 15 | Wyndham Land Trust Inc | PO BOX 302, Pomfret Ctr, CT 06259-0302 | CT | 1991-03 | $692,855 |
| 16 | The Dr Tom Dooley Foundation Inc | 20 Little Fox Lane, Monroe, CT 06468-1607 | CT | 1973-12 | $0 |
| 17 | Friends Of Lovers Leap State Park Inc | 61b Park Lane Road, New Milford, CT 06776 | CT | 2005-06 | $0 |
| 18 | From Builders For Rebuilders Inc | 27 Prospect St, Ridgefield, CT 06877-4509 | CT | 2005-11 | $18 |
| 19 | Global Institute Of Environment & Sustainable Development Inc | 40 Pleasant Street, New Haven, CT 06511 | CT | 2004-02 | $76,445 |
| 20 | Graa Educational Foundation Inc | 164 Black Rock Tpke, Redding, CT 06896 | CT | 2003-01 | $1 |
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