Roth Family Charitable Trust 100993, Lander Jay J Ttee in New Canaan, 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
| Roth Family Charitable Trust 100993, Lander Jay J Ttee | |
| Employer Identification Number (EIN) | 046794560 |
| Name of Organization | Roth Family Charitable Trust 100993 |
| Secondary Name | Lander Jay J Ttee |
| In Care of Name | Cheryl Marrone |
| Address | PO BOX 1595, New Canaan, CT 06840-1595 |
| Subsection | Charitable Organization |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $17,159 |
| Amount of Income | $659 |
| Form 990 Revenue Amount | $696 |
Non-representatives - add comments:
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 | $661 | $661 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $661 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $1,750 | $0 | $0 | $1,750 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $0 | $0 | $0 | |
| Contributions, gifts, grants paid | $1,750 | |||
| Excess of revenue over expenses and disbursements | $-1,089 | |||
| Net investment income | $661 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $18,150 | $19,486 |
| Cash - non-interest-bearing | $8,161 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $9,989 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $18,150 | |
| 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 | $13 |
| Total credits and payments | $17 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $17 |
| 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 | $4 |
| Amount to be credited to 2013 estimated tax | $4 |
| 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 | $19,945 |
| Net value of noncharitable-use assets | $19,640 |
| Minimum investment return | $982 |
| Distributable Amount (for 2012) | |
| Distributable amount | $969 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $969 |
| 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 | Rotary International, Rotary Club Of Westport Sunrise | PO BOX 43, Westport, CT 06881-0043 | CT | 1958-05 | $48,022 |
| 2 | Rotary International, Stamford | PO BOX 8026, Stamford, CT 06905-8026 | CT | 1942-09 | $32,897 |
| 3 | Rotary International, Stratford Rotary Club | Po Box 98, Stratford, CT 06614 | CT | 1942-09 | $15,806 |
| 4 | Rotary International, Suffield Rotary Club | PO BOX 283, Suffield, CT 06078-0283 | CT | 1958-05 | $29,223 |
| 5 | Rotary International, Torrington | PO BOX 123, Torrington, CT 06790-0123 | CT | 1942-09 | $47,106 |
| 6 | Rotary International, Wallingford Inc Rotary Club | PO BOX 213, Wallingford, CT 06492-0213 | CT | 1942-09 | $53,925 |
| 7 | Rotary International, West Hartford Rotary Club | PO BOX 270252, W Hartford, CT 06127-0252 | CT | 1952-08 | $45,054 |
| 8 | Rotary International, Westport Rotary Club | PO BOX 743, Westport, CT 06881-0743 | CT | 1966-09 | $59,862 |
| 9 | Rotary International | P O Box 11, Windsor, CT 06095 | CT | 1942-09 | $0 |
| 10 | Rotary International, Winsted | PO BOX 475, Winsted, CT 06098-0475 | CT | 1966-09 | $39,144 |
| 11 | Roth Family Charitable Trust 100993, Lander Jay J Ttee | PO BOX 1595, New Canaan, CT 06840-1595 | CT | $659 | |
| 12 | Rothberg Institute Inc | 530 Whitfield Street, Guilford, CT 06437-3441 | CT | 2002-07 | $1,402,573 |
| 13 | Roton Point Club Incorporated Pine Point Rd | PO BOX 116, Rowayton, CT 06853-0116 | CT | 1977-07 | $301,696 |
| 14 | Round Hill Nursery School Inc | 466 Round Hill Rd, Greenwich, CT 06831-2640 | CT | 1968-09 | $854,769 |
| 15 | Round Hill Volunteer Fire Company Incorporated | Old Mill Road West, Greenwich, CT 06831 | CT | 1950-10 | $110,377 |
| 16 | Row For Hope Inc | Po Box 4656, Greenwich, CT 06831 | CT | 2007-08 | $0 |
| 17 | Rowayton Civic Association Inc | PO BOX 302, Rowayton, CT 06853-0302 | CT | 1991-09 | $332,989 |
| 18 | Rowayton Historical Society Inc | P O Box 106, Rowayton, CT 06853 | CT | 1972-12 | $46,990 |
| 19 | The Rowayton Hose Company No 1 Incorporated | 136 Rowayton Ave -Box 151, Rowayton, CT 06853-0151 | CT | 1942-09 | $38,620 |
| 20 | Rowayton Senior Housing Corporation C/O Kenneth Laclair | 212 Rowayton Ave, Rowayton, CT 06853-1244 | CT | 1980-09 | $399,449 |
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