Lewis & Evelyn Rosenthal Char Trust in Oakland, Maine (ME)
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 Maine
| Lewis & Evelyn Rosenthal Char Trust | |
| Employer Identification Number (EIN) | 010421792 |
| Name of Organization | Lewis & Evelyn Rosenthal Char Trust |
| Address | 46 Firstpark Dr, Oakland, ME 04963-5375 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1987 |
| 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 | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $43,539 |
| Amount of Income | $7,811 |
| Form 990 Revenue Amount | $2,189 |
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 | $210 | $2,376 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $263 | |||
| Dividends and interest from securities | $2,113 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $4,448 | $0 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,248 | $0 | $0 | |
| Contributions, gifts, grants paid | $3,200 | |||
| Excess of revenue over expenses and disbursements | $-4,238 | |||
| Net investment income | $2,376 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $45,489 | $67,395 |
| Cash - non-interest-bearing | $152 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $43,093 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $2,244 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $45,489 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-2,166 |
| 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 | $48 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $48 |
| 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 | $68,435 |
| Net value of noncharitable-use assets | $67,400 |
| Minimum investment return | $3,370 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,322 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,322 |
| 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 Maine | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Lee Academy | 26 Winn Rd, Lee, ME 04455-4214 | ME | 1942-12 | $5,496,846 |
| 2 | Legal Services For The Elderly Inc | 5 Wabon St, Augusta, ME 04330-7040 | ME | 1979-05 | $1,843,418 |
| 3 | Lenox School Inc | PO BOX 88, Springvale, ME 04083-0088 | ME | 1940-01 | $11,746 |
| 4 | Lens Foundation For Corporate Excellence | 111 Commercial St Ste 302, Portland, ME 04101-4719 | ME | 2006-02 | $176,164 |
| 5 | Leonard And Renee Minsky Charitable Trust | 114 Linden St, Bangor, ME 04401-3446 | ME | 1989-11 | $398,304 |
| 6 | Leroy And Irene Kirby Charitable Foundation Inc | 3 Casco Ter, Falmouth, ME 04105-1505 | ME | 1997-11 | $10,825 |
| 7 | Lester And Laura Turner And Family College Scholarship Tr, Turner William J Ttee | 89 High St, Eastport, ME 04631-1107 | ME | 2012-04 | $276 |
| 8 | Lets Talk Language School | 31 Temple St, Waterville, ME 04901 | ME | 2006-02 | $0 |
| 9 | Levine Family Foundation Inc | 17 South St, Portland, ME 04101-3914 | ME | 1999-12 | $157,102 |
| 10 | The Lewin Center | Po Box 1151, Bethel, ME 04217 | ME | 2007-02 | $5,022 |
| 11 | Lewis & Evelyn Rosenthal Char Trust | 46 Firstpark Dr, Oakland, ME 04963-5375 | ME | 1987-07 | $7,811 |
| 12 | Lewis H Nash Foundation Inc | PO BOX 471, S Freeport, ME 04078-0471 | ME | 2000-05 | $15,878 |
| 13 | Lewis Joseph Fisher Foundation | PO BOX 3065, Lewiston, ME 04243-3065 | ME | 1981-09 | $2,693 |
| 14 | Lewiston Area Youth Cheering League | 56 Alder Rd, Turner, ME 04282 | ME | 2002-07 | $0 |
| 15 | Twin City Titans | PO BOX 7243, Lewiston, ME 04243-7243 | ME | 2000-05 | $226,227 |
| 16 | Lewiston Auburn Landlords Association | P O Box 1612, Lewiston, ME 04241-1612 | ME | 2004-02 | $0 |
| 17 | Lewiston High School Alumni Foundation | 156 East Avenue, Lewiston, ME 04240 | ME | 2001-03 | $0 |
| 18 | Lewiston High School Music Assoc Inc | PO BOX 1794, Lewiston, ME 04241-1794 | ME | 2001-04 | $164,123 |
| 19 | Lewiston Police Athletic League | PO BOX 7036, Lewiston, ME 04243-7036 | ME | 1998-11 | $60,727 |
| 20 | Lewiston-Auburn Area Housing Development Corporation | 1 College St, Lewiston, ME 04240-7175 | ME | 1992-06 | $235,771 |
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