Lil & Julie Rosenberg Foundation Inc in Stratford, 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
| Lil & Julie Rosenberg Foundation Inc | |
| Employer Identification Number (EIN) | 066064351 |
| Name of Organization | Lil & Julie Rosenberg Foundation Inc |
| Address | 100 Browning St, Stratford, CT 06615-7130 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1964 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,633,352 |
| Amount of Income | $2,535,658 |
| Form 990 Revenue Amount | $121,842 |
Non-representatives - add comments:
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 | $117,649 | $171,279 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $171,279 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $160,050 | $0 | $0 | $160,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $50 | $0 | $0 | |
| Contributions, gifts, grants paid | $160,000 | |||
| Excess of revenue over expenses and disbursements | $-42,401 | |||
| Net investment income | $171,279 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,710,658 | $2,710,658 |
| Cash - non-interest-bearing | $4,706 | |
| Investments-U.S. and state government obligations | $1,010,059 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,382,728 | |
| Other | $313,165 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $2,710,658 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-53,630 |
| 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 | $1,713 |
| Total credits and payments | $3,695 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,195 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $1,500 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $1,982 |
| Amount to be credited to 2013 estimated tax | $1,982 |
| 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 | $2,971,487 |
| Net value of noncharitable-use assets | $2,926,920 |
| Minimum investment return | $146,346 |
| Distributable Amount (for 2012) | |
| Distributable amount | $144,633 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $144,633 |
| 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 | Life Source Center Inc | 45 Arrowleaf Ct, Cheshire, CT 06410-3312 | CT | 2000-07 | $33,528 |
| 2 | Life-Study Fellowship Foundation Inc | 90 Heights Rd, Darien, CT 06820-4129 | CT | 1981-07 | $1,836,898 |
| 3 | Lifechoice Donor Services Inc | 340 W Newberry Rd # A, Bloomfield, CT 06002-1393 | CT | 2002-01 | $6,079,963 |
| 4 | Lifelinx Corporation | 2785 Boston Post Rd, Guilford, CT 06437-1357 | CT | 2006-07 | $217,159 |
| 5 | Lifelong Learning Corporation | 175 Powder Forest Drive, Weatogue, CT 06089-7902 | CT | 2005-02 | $728,080 |
| 6 | Lifetime Learners Institute Inc | 188 Richards Ave, Norwalk, CT 06854-1634 | CT | 1994-01 | $91,472 |
| 7 | Lighthouse Family Services Inc | 165 Lawler Ln, Norwich, CT 06360-9435 | CT | 2005-07 | $192,004 |
| 8 | Lighthouse Point Assoc Inc | PO BOX 53, Essex, CT 06426-0053 | CT | 1961-06 | $77,806 |
| 9 | Lighthouse Voc-Ed Center Inc | PO BOX 271, Old Mystic, CT 06372-0271 | CT | 1993-07 | $2,730,753 |
| 10 | Lights Up Ministries Inc | 366 Spencer St, Manchester, CT 06040-4618 | CT | 2002-05 | $118,564 |
| 11 | Lil & Julie Rosenberg Foundation Inc | 100 Browning St, Stratford, CT 06615-7130 | CT | 1964-04 | $2,535,658 |
| 12 | Lillian & Ira N Langsan Foundation Inc | 28 Sheffield Way, Greenwich, CT 06831-3726 | CT | 1961-05 | $389,646 |
| 13 | Lillian Butler Davey Foundation, Beer Robert A Ttee | 30 Maltbie Rd, Newtown, CT 06470-2508 | CT | 1998-08 | $72,295 |
| 14 | Early Family Scholar-Athletic Prize, Early James F | 234 Church St Ste 1001, New Haven, CT 06510-1800 | CT | 1993-08 | $167,450 |
| 15 | Limekiln Swimming Association | Po Box 101, Bethel, CT 06801 | CT | 2002-11 | $0 |
| 16 | Lincoln Institute | One Fawcett Place, Greenwich, CT 06830-6553 | CT | 2002-04 | $485,500 |
| 17 | Lincoln Senior Housing Inc | 187 Minerva Street, Derby, CT 06418-1837 | CT | 2003-08 | $402,337 |
| 18 | Linda R Martin Foundation, Martin Kevin R L & Martin Mike Ttee | 196 Juniper Dr, Coventry, CT 06238-2841 | CT | 2007-03 | $8,463 |
| 19 | Lindalea P Ludwick Family Foundation Inc | 234 Church St Ste 1001, New Haven, CT 06510-1800 | CT | 2000-02 | $108,105 |
| 20 | Linden Hill School | PO BOX 373, Wilton, CT 06897-0373 | CT | 1995-03 | $11,906 |
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