Rothberg Institute Inc in Guilford, 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
- Organizations performing similar types of work
| Rothberg Institute Inc | |
| Employer Identification Number (EIN) | 061634985 |
| Name of Organization | Rothberg Institute Inc |
| In Care of Name | Tamara Smith Austin |
| Address | 530 Whitfield Street, Guilford, CT 06437-3441 |
| Subsection | Charitable Organization |
| Ruling Date | 07/2002 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2014 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $6,132,824 |
| Amount of Income | $1,402,573 |
| Form 990 Revenue Amount | $2,371 |
| National Taxonomy of Exempt Entities (NTEE) | Medical Research: Specifically Named Diseases Research |
Non-representatives - add comments:
Amount of income in 2014: $1,402,573 (it was $2,371 in 2012)
| This organization: | $1,402,573 |
| Other organizations performing similar types of work: | $55,694 |
Assets in 2014: $6,132,824 (it was $7,418,043 in 2012)
| Rothberg Institute Inc: | $6,132,824 |
| Other organizations performing similar types of work: | $51,793 |
Expenses in 2012: $1,505,104
| Rothberg Institute Inc: | $1,505,104 |
| Other organizations performing similar types of work: | $49,224 |
Income to expenses ratio in 2012: 0.9
| This organization: | 0.9 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 95.2% |
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 | $2,371 | $2,371 | $2,371 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $2,371 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $1,505,104 | $0 | $0 | $1,357,917 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $588,804 | $0 | $441,617 | |
| Contributions, gifts, grants paid | $916,300 | |||
| Excess of revenue over expenses and disbursements | $-1,502,733 | |||
| Net investment income | $2,371 | |||
| Adjusted net income | $2,371 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $7,418,043 | $7,418,043 |
| Cash - non-interest-bearing | $43,784 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $7,374,259 | |
| Total liabilities | $11,595 | |
| Mortgages and other notes payable | $0 | |
| Other | $11,595 | |
| Total liabilities and net assets/fund balances | $7,406,448 | |
| 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 | $47 |
| Total credits and payments | $752 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $752 |
| 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 |
| Overpayment | $705 |
| Amount to be credited to 2013 estimated tax | $705 |
| 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? | Yes |
| 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 | $4,849,847 |
| Net value of noncharitable-use assets | $4,777,100 |
| Minimum investment return | $238,855 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | $2,371 | $7,857 | $4,549 | $15,436 | $30,213 |
| Qualifying distributions made directly for active conduct of exempt activities | $1,463,357 | $986,328 | $369,049 | $610,110 | $3,428,844 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $159,236 | $157,336 | $87,577 | $103,659 | $507,808 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Society Of Surgery Of The Alimentary Tract Foundation | 500 Cummings Center Ste 4550, Beverly, MA 01915-6142 | MA | 2000-12 | $2,446,306 |
| 2 | Center For Disease Dynamics Economics & Policy Inc | 1616 P Street Nw, Washington, DC 20036-1434 | DC | 2010-12 | $2,405,428 |
| 3 | Spring Point Project | 121 S 8th St Ste 822, Minneapolis, MN 55402-2835 | MN | 2005-08 | $1,779,019 |
| 4 | Rothberg Institute Inc | 530 Whitfield Street, Guilford, CT 06437-3441 | CT | 2002-07 | $1,402,573 |
| 5 | International Research Foundation For Rsd-Crps Inc | 1910 E Busch Blvd, Tampa, FL 33612 | FL | 2002-11 | $708,003 |
| 6 | Seneca Diabetes Foundation | PO BOX 309, Irving, NY 14081-0309 | NY | 2007-04 | $637,005 |
| 7 | The Focus Foundation Inc | 2772 Rutland Rd, Davidsonville, MD 21035-1228 | MD | 2007-05 | $478,830 |
| 8 | Scharp-Lacy Research Institute | 32 Mauchly Ste A, Irvine, CA 92618-2336 | CA | 2012-01 | $465,494 |
| 9 | The Pray Family Foundation | 25 Anthony St, Seekonk, MA 02771-3701 | MA | 1999-05 | $207,302 |
| 10 | Matthew And Andrew Akin Foundation | 11503 St Charles Rock Road, Bridgeton, MO 63044 | MO | 2010-11 | $207,051 |
| 11 | Dyslexic Advantage | 6701 139th Place Sw, Edmonds, WA 98026-3223 | WA | 2013-03 | $189,183 |
| 12 | Selective Mutism Research Institute | 505 North Old York Road, Jenkintown, PA 19046-2136 | PA | 2009-06 | $175,000 |
| 13 | Re Childrens Project Inc | 79 Christie Hill Rd, Darien, CT 06820-3229 | CT | 2010-05 | $151,149 |
| 14 | Xeroderma Pigmentosum Family Support Group, Xp Family Support Group | 10259 Atlantis Dr, Elk Grove, CA 95624-9685 | CA | 2006-03 | $143,802 |
| 15 | Orphan Disease Pathway Project | 1 State St Fl 20, Hartford, CT 06103-3110 | CT | 2011-06 | $125,786 |
| 16 | American Lyme Disease Foundation Inc | PO BOX 466, Old Lyme, CT 06371-0466 | CT | 1994-05 | $25,124 |
| 17 | Naabt Inc | 411 Colt Hwy, Farmington, CT 06032-2535 | CT | 2006-09 | $4,476 |
| 18 | Connecticut Behavioral Outreach | PO BOX 4417, Wallingford, CT 06492-7563 | CT | 2008-12 | $0 |
| 19 | Leo And Anne Albert Institute For Bladder Cancer And Research | 1 Fitzwilliam Park, Farmington, CT 06032-1557 | CT | 2014-08 | $0 |
| 20 | Viviana Sofia Gugliotti Foundation Inc | Po Box 290202, Wethersfield, CT 06129-0202 | CT | 2009-12 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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