John E And Caron G Avery Foundation Inc in Trumbull, Connecticut (CT)

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John E And Caron G Avery Foundation Inc
Employer Identification Number (EIN)311481506
Name of OrganizationJohn E And Caron G Avery Foundation Inc
In Care of NameChristopher J Koehm Cpa
Address59 Merrimac Dr, Trumbull, CT 06611-1725
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date11/1996
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period09/2012
Assets$1,000,000 to $4,999,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$1,326,960
Amount of Income$54,161
Form 990 Revenue Amount$54,161
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2012: $54,161 (it was $58,510 in 2011)
This organization: 

 $54,161
Other organizations performing similar types of work: 

 $109,612

Assets in 2012: $1,326,960 (it was $1,436,328 in 2011)
John E And Caron G Avery Foundation Inc: 

 $1,326,960
Other organizations performing similar types of work: 

 $459,695

Financial snapshot ($)

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$54,161$68,157$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$54,161
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$177,524$15,749$0$161,775
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$19,124$15,749$3,375
Contributions, gifts, grants paid$158,400
Excess of revenue over expenses and disbursements$-123,363
Net investment income$52,408
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$1,326,960$1,445,207
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$727,058
Investments-corporate bonds$517,651
Investments-mortgage loans$0
Investments-other$0
Other$82,251
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$1,326,960
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$524
Total credits and payments$673
2012 estimated tax payments and 2011 overpayment credited to 2012$673
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$149
Amount to be credited to 2013 estimated tax$149
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$1,447,662
Net value of noncharitable-use assets$1,425,940
Minimum investment return$71,297
Distributable Amount (for 2012)
Distributable amount$70,773
Undistributed Income (for 2012)
Distributable amount for 2012$70,773
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
2012201120102009Total
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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2Columbia Lutheran Charities, Columbia Memorial Hospital2111 Exchange St, Astoria, OR 97103-3329OR1976-07$68,174,711
3Buttonwood Foundation Inc11 Wall St 21st Floor, New York, NY 10005-1905NY1964-08$1,950,171
4Lauritz Melchior Helden Tenor Foundation2403 Windrow Dr, Princeton, NJ 08540-5019NJ1964-10$1,329,825
5Leonard And Jerry Greenbaum Family Foundation Inc1440 Spring St Nw, Atlanta, GA 30309-2832GA1991-01$803,254
6Nagda Foundation Inc150 Se 17th St Ste 400, Ocala, FL 34471FL1992-07$101,423
7Elk Regional Health System763 Johnsonburg Rd, St Marys, PA 15857-3417PA1994-12$34,199
8Mark Schulman And Esther Schulman Foundation6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960CA1990-02$6,176
9Naugatuck Savings Bank Foundation Inc251 Church St, Naugatuck, CT 06770-4121CT1998-12$8,704,360
10Finn Fam Foundation Inc35 Mason St, Greenwich, CT 06830-5433CT1995-02$2,500,916
11Berkley Foundation Inc475 Steamboat Rd, Greenwich, CT 06830-7144CT1997-07$2,096,629
12Hodgman Family Foundation Tr, Hodgman Thomas F Ttee731 Sasco Hill Rd, Fairfield, CT 06824-6376CT1997-12$742,270
13Geigl Fam Charitable Foundation Tr, Geigl William A TteeC/O Mark W Dost 60 N Main St Fl 2, Waterbury, CT 06702CT1998-07$467,072
14Robert And Margaret Patricelli Family Foundation Inc77 Hartford Rd, Simsbury, CT 06070-2506CT1998-01$451,419
15Jane T Muhlethaler Foundation Inc19 Ludlow R 101, Westport, CT 06880-3040CT1998-03$405,035
16Patrick And Joy Williamson Foundation, Williamson Patrick M Et Al TteesOne Atlantic St, Stamford, CT 06901-2482CT1997-10$342,790
17Lawrence J Portell And Natalie D Portell Foundation Inc51 Main St, New Milford, CT 06776-2807CT1998-07$324,846
18Hammerschlag Family Foundation Inc1227 Ponus Rdg, New Canaan, CT 06840-3425CT1996-10$230,334
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Number of organizations performing similar types of work
Alabama58
Arkansas13
Arizona25
California193
Colorado53
Connecticut32
District of Columbia18
Delaware17
Florida268
Georgia93
Hawaii12
Iowa17
Idaho7
Illinois122
Indiana58
Kansas19
Kentucky17
Louisiana34
Massachusetts75
Maryland78
Maine6
Michigan103
Minnesota44
Missouri17
Mississippi18
Montana6
North Carolina96
North Dakota2
Nebraska18
New Hampshire9
New Jersey117
New Mexico4
Nevada17
New York231
Ohio148
Oklahoma28
Oregon19
Pennsylvania181
Rhode Island22
South Carolina28
South Dakota2
Tennessee53
Texas162
Utah23
Virginia76
Vermont8
Washington23
Wisconsin57
West Virginia17
Wyoming7
International3
Total2,754

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