Daniel E Offutt Iii Private Foundation Tr in Weston, Connecticut (CT)

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Daniel E Offutt Iii Private Foundation Tr
Employer Identification Number (EIN)061566210
Name of OrganizationDaniel E Offutt Iii Private Foundation Tr
In Care of NameDaniel E Offutt Iii Ttee
Address50 Kettle Creek Rd, Weston, CT 06883-2235
SubsectionCharitable Organization
Ruling Date01/2000
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$1,000,000 to $4,999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$1,584,272
Amount of Income$498,985
Form 990 Revenue Amount$378,541
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2012: $498,985 (it was $378,541 in 2011)
Daniel E Offutt Iii Private Foundation Tr: 

 $498,985
Other organizations performing similar types of work: 

 $90,224

Assets in 2012: $1,584,272 (it was $1,638,951 in 2011)
This organization: 

 $1,584,272
Other organizations performing similar types of work: 

 $323,888

Financial snapshot ($)

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$378,541$376,941$7,865
Contributions, gifts, grants, etc., received$1,600
Interest on savings and temporary cash investments$0
Dividends and interest from securities$7,865
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$369,076
Total expenses and disbursements$77,349$49$0$74,600
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$4,349$49$1,600
Contributions, gifts, grants paid$73,000
Excess of revenue over expenses and disbursements$301,192
Net investment income$376,892
Adjusted net income$7,865
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$1,638,951$1,863,862
Cash - non-interest-bearing$1
Investments-U.S. and state government obligations$0
Investments-corporate stock$1,586,760
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$52,190
Total liabilities$0
Total liabilities and net assets/fund balances$1,638,951
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$369,076
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$7,538
Total credits and payments$2,565
2011 estimated tax payments and 2010 overpayment credited to 2011$2,565
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$4,973
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$1,723,508
Net value of noncharitable-use assets$1,697,660
Minimum investment return$84,883
Distributable Amount (for 2011)
Distributable amount$77,345
Undistributed Income (for 2011)
Distributable amount for 2011$77,345
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
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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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Kosciusko 21st Century Foundation Inc2170 N Pointe Dr, Warsaw, IN 46582-9043IN1967-11$72,939,129
2Wem 2000 Foundation, Martin Phillip H TteePO BOX 5628, Minneapolis, MN 55440-5628MN2000-09$14,734,494
3The Beall Family Foundation5 San Joaquin Plz Ste 320, Newport Beach, CA 92660-5936CA2001-02$11,754,599
4North Penn Community Health Foundation2506 N Broad St Ste 206, Colmar, PA 18915-9439PA1956-03$6,461,062
5Henry E & Nancy H Bartels Trust Fbo, University Of New HavenPO BOX 187169, Hamden, CT 06518-7020CT1989-04$2,910,909
6Pugdin Memorial Fund P 61620004PO BOX 3038, Milwaukee, WI 53201-3038WI2000-03$2,007,783
7Lancaster County Partners For Youth IncPO BOX 1023, Lancaster, SC 29721-1023SC1996-10$698,073
8Gordon G Wilson Trust Uw Fbo, Covington United 32100302010 S Dearborn Il1-0117, Chicago, IL 60603-2300IL2000-01$590,765
9Abner F Morison Tr Fund, Bar Harbor Bank & TrustPO BOX 1100, Ellsworth, ME 04605-1100ME1993-03$121,688
10Cargill Macmillan Jr Charitable Tr, Martin Phillip H TteePO BOX 5628, Minneapolis, MN 55440-5628MN2000-09$71,682
11Dalio Foundation Inc1 Glendinning Pl, Westport, CT 06880-1242CT2003-09$129,648,713
12The Grossman Family Foundation133 River Rd, Cos Cob, CT 06807-2539CT2010-04$102,178,027
13The Lampert Foundation200 Greenwich Avenue, Greenwich, CT 06830-2506CT2006-11$55,706,421
14Michael And Carol Lowenstein Foundation Inc55 Railroad Ave 2nd Fl, Greenwich, CT 06830-6378CT2009-09$21,301,552
15Bluebell Foundation7 Bobolink Ln, Greenwich, CT 06830-3801CT2003-05$15,320,565
16Bok Fam Foundation Tr, Bok Scott L & Bok Roxanne TteePO BOX 966, Canaan, CT 06018-0966CT2005-06$6,105,673
17Floren Family Foundation, Floren Douglas C Ttee210 Round Hill Rd, Greenwich, CT 06831-3357CT2001-01$4,794,170
18Jean And David W Wallace Foundation Inc680 Steamboat Rd, Greenwich, CT 06830-7147CT2001-09$4,501,857
19Lawrence & Megan Foley Family Foundation IncPO BOX 824, Southport, CT 06890-0824CT2002-08$3,541,232
20Rock Foundation70 Zaccheus Mead Ln, Greenwich, CT 06831-3752CT2001-07$3,470,637
Number of organizations performing similar types of work
Alaska8
Alabama189
Arkansas76
Arizona255
California2,264
Colorado383
Connecticut378
District of Columbia99
Delaware361
Florida1,391
Georgia433
Hawaii77
Iowa135
Idaho68
Illinois994
Indiana243
Kansas142
Kentucky137
Louisiana125
Massachusetts669
Maryland413
Maine64
Michigan535
Minnesota313
Missouri300
Mississippi54
Montana57
North Carolina473
North Dakota13
Nebraska122
New Hampshire63
New Jersey816
New Mexico71
Nevada180
New York2,349
Ohio614
Oklahoma216
Oregon176
Pennsylvania999
Rhode Island165
South Carolina127
South Dakota31
Tennessee177
Texas1,160
Utah208
Virginia430
Vermont32
Washington355
Wisconsin341
West Virginia44
Wyoming59
International32
Total19,416

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