Ruby & John H Updegrove Family Tr in Hamden, 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
| Ruby & John H Updegrove Family Tr | |
| Employer Identification Number (EIN) | 236869477 |
| Name of Organization | Ruby & John H Updegrove Family Tr |
| Address | 199 Waite St, Hamden, CT 06517-2530 |
| Activities | Gifts, grants, or loans to other organizations, Other matters |
| Subsection | Charitable Organization |
| Ruling Date | 09/1987 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $184,714 |
| Amount of Income | $25,977 |
| Form 990 Revenue Amount | $10,097 |
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 | $11,823 | $11,823 | $10,977 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $10,977 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $846 | |||
| Total expenses and disbursements | $26,349 | $0 | $0 | $25,684 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $665 | $0 | $0 | |
| Contributions, gifts, grants paid | $25,684 | |||
| Excess of revenue over expenses and disbursements | $-14,526 | |||
| Net investment income | $11,823 | |||
| Adjusted net income | $10,977 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $184,714 | $200,265 |
| 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 | $176,480 | |
| Other | $8,234 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $184,714 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $846 |
| 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 | $118 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $118 |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | Russell And Barbara Bodwell 2003 Charitable Trust, Bickford Meris J Ttee | 850 Main St 13th Fl, Bridgeport, CT 06604-4917 | CT | 2004-05 | $18,412 |
| 2 | Jim Neuberger And Helen Stambler Neuberger Foundation Inc | 55 Walls Drive, Fairfield, CT 06824-5163 | CT | 1956-09 | $1,842,747 |
| 3 | Sackler School Of Medicine | C O Payroll Dpt, Stamford, CT 06901 | CT | 1978-10 | $7,574,619 |
| 4 | Saja Group Inc | C/O John Laxmi 17 Cotswood Road, Greenwich, CT 06830 | CT | 2003-12 | $114,924 |
| 5 | Samuel Carson Foundation Inc | 689 Fairfield Beach Rd, Fairfield, CT 06824-6730 | CT | 1957-03 | $1 |
| 6 | Sands Family Foundation | 411 Mulberry Point Rd, Guilford, CT 06437-3204 | CT | 2001-08 | $1,612,671 |
| 7 | Saw Mill River Kennel Club Inc | One Windward Lane, Stamford, CT 06903-3710 | CT | 1977-06 | $0 |
| 8 | Schloss Family Foundation Inc | Tweedybrowne Co One Station Place, Stamford, CT 06902 | CT | 1997-04 | $2,015,591 |
| 9 | Schwarz Family Foundation | 9 Ford Ln, Old Greenwich, CT 06870-2317 | CT | 1968-04 | $196,480 |
| 10 | Rrb Foundation | 79 Bishop St, New Haven, CT 06511-3931 | CT | 1998-01 | $1 |
| 11 | Ruby & John H Updegrove Family Tr | 199 Waite St, Hamden, CT 06517-2530 | CT | 1987-09 | $25,977 |
| 12 | B H Barnes Memorial Trust | PO BOX 2702, Bristol, CT 06011-2702 | CT | $1,344,632 | |
| 13 | Bailey Farmington Village Green And Library Trust | 314 Main St, Farmington, CT 06032-2961 | CT | 2010-02 | $99,805 |
| 14 | Bailey-Taylor Foundation Scholarship Trust | 314 Main St, Farmington, CT 06032-2961 | CT | 2010-02 | $774,980 |
| 15 | Matteo Family Foundation | PO BOX 400, Plainville, CT 06062-0400 | CT | 2001-01 | $25,000 |
| 16 | Matts Mission Fund Inc, Matts Mission Fund | 33 Doral Farms Rd, N Branford, CT 06471-1129 | CT | 2011-03 | $90,085 |
| 17 | Nfa Parent Council | 305 Broadway, Norwich, CT 06360 | CT | 2006-08 | $31,622 |
| 18 | Open Your Heart Help The Community | PO BOX 273, Northford, CT 06472-0273 | CT | 2010-03 | $9,596 |
| 19 | Senior Center Of New Canaan Inc | PO BOX 83, New Canaan, CT 06840-0083 | CT | 1988-08 | $25,434 |
| 20 | Seymour Land Conservation Trust Inc | PO BOX 366, Seymour, CT 06483-0366 | CT | 1987-01 | $26,685 |
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