Rockfall Foundation in Middletown, 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
| Rockfall Foundation | |
| Employer Identification Number (EIN) | 066000700 |
| Name of Organization | Rockfall Foundation |
| Address | 27 Washington Street, Middletown, CT 06457-2872 |
| Activities | Preservation of natural resources (conservation), Other housing activities |
| Subsection | Charitable Organization |
| Ruling Date | 04/1938 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2014 |
| 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 | $4,729,241 |
| Amount of Income | $2,548,743 |
| Form 990 Revenue Amount | $-788,472 |
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 | $-788,472 | $159,141 | $185,561 | |
| Contributions, gifts, grants, etc., received | $34,747 | |||
| Interest on savings and temporary cash investments | $7,695 | |||
| Dividends and interest from securities | $151,446 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $26,420 | |||
| Total expenses and disbursements | $276,529 | $59,189 | $5,183 | $194,808 |
| Compensation of officers, directors, trustees, etc. | $80,000 | |||
| Total operating and administrative expenses | $255,879 | $59,189 | $174,158 | |
| Contributions, gifts, grants paid | $20,650 | |||
| Excess of revenue over expenses and disbursements | $-1,065,001 | |||
| Net investment income | $99,952 | |||
| Adjusted net income | $180,378 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,048,884 | $4,498,405 |
| Cash - non-interest-bearing | $13,923 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $3,376,387 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $658,574 | |
| Total liabilities | $11,824 | |
| Mortgages and other notes payable | $0 | |
| Other | $11,824 | |
| Total liabilities and net assets/fund balances | $4,037,060 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-1,008,780 |
| 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 | $1,999 |
| Total credits and payments | $5,654 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $5,654 |
| 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 | $0 |
| Overpayment | $3,655 |
| Amount to be credited to 2013 estimated tax | $3,655 |
| 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 | $4,345,815 |
| Net value of noncharitable-use assets | $4,280,620 |
| Minimum investment return | $214,031 |
| Distributable Amount (for 2012) | |
| Distributable amount | $212,032 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $212,032 |
| 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 | Robert R Rosenheim Foundation Inc | PO BOX 308, Sharon, CT 06069-0308 | CT | 1998-04 | $505,002 |
| 2 | Robert W Brown Fund, Uniroyal Chemical Company Inc | 199 Benson Rd, Middlebury, CT 06749-0001 | CT | 1991-01 | $27 |
| 3 | Robert W Carbone Parent-Teacher Organization, Rw Carbone Pto | 67 Hudson St, East Haven, CT 06512-1524 | CT | 2002-10 | $30,732 |
| 4 | Robert W Matschullat Family Foundation, Matschullat Robert W Ttee | 38 Vineyard Ln, Greenwich, CT 06831-3714 | CT | 2002-01 | $1 |
| 5 | Robsar Foundation Inc | 70 High Wood Rd, W Hartford, CT 06117-1119 | CT | 1992-02 | $7,051 |
| 6 | Rochambeau Middle School Pto Inc | 100 Peter Rd, Southbury, CT 06488 | CT | 2008-05 | $37,473 |
| 7 | Rock Foundation | 70 Zaccheus Mead Ln, Greenwich, CT 06831-3752 | CT | 2001-07 | $7,020 |
| 8 | Rock Hill School Parent Teacher Organization | 910 Old Rock Hill Rd, Wallingford, CT 06492 | CT | 1997-12 | $0 |
| 9 | Rock Ledge Institute Inc | PO BOX 2395, Darien, CT 06820-0395 | CT | 1944-12 | $86,050 |
| 10 | Rockbestos-Surprenant Education Fund Inc | 20 Bradley Park Rd, East Granby, CT 06026-9789 | CT | 2001-04 | $75,290 |
| 11 | Rockfall Foundation | 27 Washington Street, Middletown, CT 06457-2872 | CT | 1938-04 | $2,548,743 |
| 12 | Rocking Chair Project Inc | 56 Hillside Rd, Woodbury, CT 06798-4000 | CT | 2005-03 | $2,786 |
| 13 | Rockledge Mens Club | 289 S Main St, West Hartford, CT 06107-3654 | CT | 1986-08 | $26,340 |
| 14 | Rockville Bank Community Foundation Inc | 45 Glastonbury Blvd, Glastonbury, CT 06033-4411 | CT | 2007-01 | $1,954,283 |
| 15 | Rockville Community Foundation Inc | 1645 Ellington Rd, South Windsor, CT 06074-2764 | CT | 1998-07 | $155,388 |
| 16 | Rockville Downtown Association | PO BOX 865, Vernon Rockvl, CT 06066-0865 | CT | 2002-02 | $15,242 |
| 17 | Rockville Fish & Game Club Inc | PO BOX 211, Rockville, CT 06066-0211 | CT | 1978-09 | $209,250 |
| 18 | Rockville High School Marching Band Booster Club | 70 Loveland Hill Rd Rockville H S, Vernon, CT 06066 | CT | 1996-10 | $41,039 |
| 19 | Rockville Lodge No 1574 Loyal Order Of Moose | PO BOX 455, Rockville, CT 06066 | CT | 1935-08 | $0 |
| 20 | Rockville Public Library | 52 Union St, Vernon, CT 06066-3127 | CT | 1954-06 | $2,381,153 |
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