SOCIAL ENTERPRISES TRUST INC: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SOCIAL ENTERPRISES TRUST INC (EIN 20-1452405)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-06
- IRS object ID
- 201342189349200504
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-06T08:45:27-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061009205 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUM SHAPIRO & COMPANY PC CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 S MAIN STREET PO BOX 272000 | AddressLine1 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 061272000 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201452405 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIAL ENTERPRISE TRUST INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOCI | NameControl |
| Phone | 8606749023 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WATERSIDE DRIVE | AddressLine1 |
| City | FARMINGTON | City |
| State | CT | State |
| ZIP Code | 06032 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATE EMERY | Name |
| Title | CHAIRMAN OF BOARD OF DIRECTORS | Title |
| Phone | 8606749023 | Phone |
| Date Signed | 2013-07-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREW LATTIMER | Name |
| PTIN | P00368790 | PTIN |
| Phone | 8605614000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Web Site | WWW.SOCIALENTERPRISETRUST.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 144593 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 123387 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 16202 | ProgramServiceRevenue |
| Membership Dues | 2000 | MembershipDues |
| Other Revenue Total | 3004 | OtherRevenueTotal |
| Total Revenue | 144593 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 1170 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 809 | PrintingPublicationsPostage |
| Other Expenses Total | 74609 | OtherExpensesTotal |
| Total Expenses | 76588 | TotalExpenses |
| Excess Or Deficit For Year | 68005 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 45841 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 113846 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49640 | BOY |
| EOY | 113846 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49679 | BOY |
| EOY | 113846 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3838 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45841 | BOY |
| EOY | 113846 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO PROMOTE, PRESERVE, AND PROTECT SOCIAL ENTERPRISE. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (2 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| BEYOND BUSINESS AS USUAL FORUM - EDUCATED OVER 250 ATTENDEES ON THE ASPECTS AND VALUE OF SOCIAL ENTERPRISE THROUGH A PANEL FORUM AND DISCUSSION | 0 | 7939 |
| RESET SOCIAL ENTREPRENUER AWARD - EDUCATED OVER 250 ATTENDEES ON THE ASPECTS AND VALUE OF SOCIAL ENTERPRISE THROUGH A PANEL FORUM AND DISCUSSION | 0 | 14297 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 22236 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (11 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|
| KATHERINE HOPE EMERY | ||||
| CHAIRMAN | 24.00 | 0 | 0 | 0 |
| DAVID FEARON | ||||
| BOARD OF DIRECTOR | 0.00 | 0 | 0 | 0 |
| DONNA PALOMBA | ||||
| BOARD OF DIRECTOR | 0.00 | 0 | 0 | 0 |
| JIM CARTER | ||||
| BOARD OF DIRECTOR | 0.00 | 0 | 0 | 0 |
| JUDY GREIMAN | ||||
| BOARD OF DIRECTOR | 0.00 | 0 | 0 | 0 |
| TED CARROLL | ||||
| BOARD OF DIRECTOR | 0.00 | 0 | 0 | 0 |
| CARY WHEATON | ||||
| BOARD OF DIRECTOR | 0.00 | 0 | 0 | 0 |
| DONNA SODIPO | ||||
| BOARD OF DIRECTOR | 0.00 | 0 | 0 | 0 |
| THEA MONTENEZ | ||||
| BOARD OF DIRECTOR | 0.00 | 0 | 0 | 0 |
| MICHAEL MARTONE | ||||
| BOARD OF DIRECTOR | 0.00 | 0 | 0 | 0 |
| MATT O'CONNOR | ||||
| BOARD OF ADVISOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WILLIAM HOFFERTH | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WATERSIDE DRIVE | AddressLine1 |
| City | FARMINGTON | City |
| State | CT | State |
| ZIP Code | 06032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8606749023 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 57642 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 150 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 115991 | CurrentTaxYearMinus1Year |
| Current Tax Year | 123387 | CurrentTaxYear |
| Total | 316270 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 57642 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 150 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 115991 | CurrentTaxYearMinus1Year |
| Current Tax Year | 123387 | CurrentTaxYear |
| Total | 316270 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 129695 | AmountsSubstContributorsTotal |
| Public Support Total170 | 186575 | PublicSupportTotal170 |
| Total Support | 316270 | TotalSupport |
| Public Support Pertcentage170 | 0.58990 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.48260 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER REVENUE | FORM 990-EZ, PART I, LINE 8 | DESCRIPTION: MISCELLANEOUS REVENUE. AMOUNT: 3,004. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: COMMUNICATIONS & DEVELOPMENT. AMOUNT: 9,957. DESCRIPTION: MANAGEMENT EXPENSE. AMOUNT: 20,901. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 28,156. DESCRIPTION: JIVE HIVE EXPENSE. AMOUNT: 7,200. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 783. DESCRIPTION: STAFF TRAINING. AMOUNT: 7,612. TOTAL TO FORM 990-EZ, LINE 16: 74,609. |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | DESCRIPTION: OTHER RECEIVABLES. BEG. OF YEAR AMOUNT: 39. END OF YEAR AMOUNT: 0. |
| OTHER LIABILITIES | FORM 990-EZ, PART II, LINE 26 | DESCRIPTION: DUE TO WALKER SYSTEM SUPPORT. BEG. OF YEAR AMOUNT: 3,687. END OF YEAR AMOUNT: 0. DESCRIPTION: GREENSHARE FIDUCIARY LIABILITY. BEG. OF YEAR AMOUNT: 151. END OF YEAR AMOUNT: 0. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | Declaration |