Rose S And Sisto R Castaldi Scholarship Fund in Hartford, 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
| Rose S And Sisto R Castaldi Scholarship Fund | |
| Employer Identification Number (EIN) | 061379348 |
| Name of Organization | Rose S And Sisto R Castaldi Scholarship Fund |
| In Care of Name | Trust Company Of Ct |
| Address | 100 Pearl St Fl 13, Hartford, CT 06103-4500 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 11/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $63,846 |
| Amount of Income | $22,294 |
| Form 990 Revenue Amount | $1,703 |
Non-representatives - add comments:
Revenue for 2012
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 | $3,992 | $3,992 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,679 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,313 | |||
| Total expenses and disbursements | $5,695 | $2,100 | $0 | $3,595 |
| Compensation of officers, directors, trustees, etc. | $2,172 | |||
| Total operating and administrative expenses | $3,061 | $2,100 | $961 | |
| Contributions, gifts, grants paid | $2,634 | |||
| Excess of revenue over expenses and disbursements | $-1,703 | |||
| Net investment income | $1,892 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $65,876 | $68,167 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $61,877 | |
| Other | $3,999 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $65,876 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,313 |
| 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 | $38 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $38 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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 | $71,336 |
| Net value of noncharitable-use assets | $70,260 |
| Minimum investment return | $3,513 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,475 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,475 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $2,514 |
| 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 | Roncalli Institute Inc, Group Return | 1931 Portland Cobalt Rd, Portland, CT 06480-1755 | CT | 1976-05 | $2,763,773 |
| 2 | Roofers Local 9 Apprentice And Training Fund Tr, Finn Brendan M Etal Ttee | 66 Connecticut Blvd, East Hartford, CT 06108-3013 | CT | 1996-08 | $84,061 |
| 3 | Roofers Local No 9 Health Fund | 66 Connecticut Blvd, East Hartford, CT 06108-3013 | CT | 1959-04 | $6,774,690 |
| 4 | Roper Center For Public Opinion Research Inc, University Of Connecticut | 369 Fairfield Way Uinit 2164, Storrs, CT 06269-2164 | CT | 1976-02 | $1,482,066 |
| 5 | Rosa Ponselle Fund Of Meriden Ct | 15 Crestwood Dr, Meriden, CT 06450-6467 | CT | 1983-06 | $92 |
| 6 | Roscco Stamford School Community Organization Inc | 641 Scofieldtown Rd, Stamford, CT 06903-2809 | CT | 1976-07 | $1,998,318 |
| 7 | Rose City Community Land Trust For Housing Inc | PO BOX 1191, Norwich, CT 06360-1191 | CT | 1988-01 | $73,104 |
| 8 | Rose City Renaissance | 77 Main Street, Norwich, CT 06360 | CT | 2004-03 | $19,405 |
| 9 | Rose Hill Memorial Park Incorporated | 580 Elm St, Rocky Hill, CT 06067-2004 | CT | 1965-04 | $488,811 |
| 10 | Rose Hope Animal Rescue And Refuge Inc | PO BOX 34, Meriden, CT 06450-0034 | CT | 1998-03 | $90,775 |
| 11 | Rose S And Sisto R Castaldi Scholarship Fund | 100 Pearl St Fl 13, Hartford, CT 06103-4500 | CT | 1994-11 | $22,294 |
| 12 | Rosencrans Family Foundation Inc | 331 Round Hill Rd, Greenwich, CT 06831-3303 | CT | 1998-02 | $297,108 |
| 13 | Riecker Charitable Foundation | 55 Walls Dr Fl 3, Fairfield, CT 06824-5163 | CT | 2007-12 | $1,501,656 |
| 14 | R & W Family Foundation Inc | 185 Canfield Dr, Stamford, CT 06902-1336 | CT | 1999-04 | $389,718 |
| 15 | Religious Education Association | C/O Yale Divinity School, New Haven, CT 06511 | CT | 1953-06 | $103,984 |
| 16 | Robert G Foster Trust C/O Beverly Natl Bk | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 | CT | 1988-03 | $93,616 |
| 17 | Rmhc Ctma | 501 George St, New Haven, CT 06511-5414 | CT | 1992-07 | $10,444,284 |
| 18 | Remington 1816 Foundation | 1 Greenwich Office Park, Greenwich, CT 06831-5150 | CT | 2010-01 | $2,388,821 |
| 19 | Raynauds Association Inc | 11 Topstone Rd, Redding, CT 06896-1810 | CT | 2000-05 | $11,127 |
| 20 | Rita And Leo Greenland Family Foundation | 597 Westport Ave Unit B543, Norwalk, CT 06851-4462 | CT | 2000-08 | $46,183 |
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