Laura M Rose Irrevocable Tr 37005340 in Saint Paul, Minnesota (MN)

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Laura M Rose Irrevocable Tr 37005340
Employer Identification Number (EIN)416178176
Name of OrganizationLaura M Rose Irrevocable Tr 37005340
In Care of NameU S Bank Na
AddressPO BOX 64713, Saint Paul, MN 55164-0713
SubsectionCharitable Organization
Ruling Date10/2001
DeductibilityContributions are not deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$100,000 to $499,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$109,890
Amount of Income$56,905
Form 990 Revenue Amount$4,386
National Taxonomy of Exempt Entities (NTEE)Recreation, Sports, Leisure, Athletics: Recreational and Sporting Camps


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Amount of income in 2013: $56,905 (it was $25,675 in 2012)
This organization: 

 $56,905
Other organizations performing similar types of work: 

 $86,704

Assets in 2013: $109,890 (it was $109,071 in 2012)
Laura M Rose Irrevocable Tr 37005340: 

 $109,890
Other organizations performing similar types of work: 

 $51,337

Expenses in 2013: $7,878
Laura M Rose Irrevocable Tr 37005340: 

 $7,878
Other organizations performing similar types of work: 

 $80,543

Income to expenses ratio in 2013: 7.2
This organization: 

 7.2
Other organizations performing similar types of work: 

 1.0

Grants share in income in 2013: 0.0%
Laura M Rose Irrevocable Tr 37005340: 

 0.0%
Other organizations performing similar types of work: 

 0.4%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$8,613$8,613$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$2,599
Gross rents$0
Gross sales price for all assets$54,306
Gross profit from sales of goods$0
Other income$0
Other$6,014
Total expenses and disbursements$7,878$2,129$0$5,718
Compensation of officers, directors, trustees, etc.$3,000
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$0
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$3,140$2,129$980
Contributions, gifts, grants paid$4,738
Excess of revenue over expenses and disbursements$735
Net investment income$6,484
Adjusted net income$0
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$112,109$114,318$109,071$116,334$109,890$113,996
Cash - non-interest-bearing$76$0$81
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$25,914$30,253$26,413
Investments-corporate bonds$83,518$75,014$80,104
Investments-mortgage loans$0$0$0
Investments-other$0$0$0
Other assets$304$161
Total liabilities$1$1$86
Mortgages and other notes payable$0$0$0
Other liabilities$0$86
Total liabilities and net assets/fund balances$112,109$109,071$109,804
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$927$1,766$6,014
Net capital loss$0$0$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$29$31$130
Total credits and payments$28$32$32
Current year estimated tax payments and previous year's overpayment credited to current year$28$32$32
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0$0
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$0$98
Overpayment$1$0
Amount to be credited to next year's estimated tax$0$1$0
Statements Regarding Activities
201120122013
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?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?YesYesYes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
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)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$120,712$115,593$116,855
Net value of noncharitable-use assets$113,859$115,102
Minimum investment return$5,945$5,693$5,755
Distributable Amount
201120122013
Distributable amount$5,916$5,662$5,625
Undistributed Income
201120122013
Distributable amount for this year$5,916$5,662$5,625
Undistributed income for this year. This amount must be distributed in the next year$5,130$4,738$4,645
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
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
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$2,599$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Minnesota State Elks Youth Camp Inc508 10th St Sw, Willmar, MN 56201-3145MN2012-02$393,097
2Active Kids Association Of Sport, Akasport1369 Spencer Rd W, Saint Paul, MN 55108-5206MN2010-06$263,767
3The White Bear Lake Volleyball AssociationPo Box 270152, Vadnais Heights, MN 55127MN1996-01$58,226
4Cuyuna Lakes Trail Association9 Deblock Dr, Crosby, MN 56441-1001MN2001-05$24,763
5Hopes Rides12801 Do Little Drive, Minnetonka, MN 55305MN2007-08$23,389
6Smokey Timbers Foundation, Smokey Timbers Camp15567 Smokey Timbers Rd Nw, Miltona, MN 56354MN2009-03$21,798
7Alpha Payee Inc157 13th Ave N, S St Paul, MN 55075-1934MN1999-07$0
8Arrowhead Ramblers Chapter 127 Hrrvc13720 110th Street South, Hastings, MN 55033MN$0
9Big Island Veterans Camp Foundation20560 Summerville Rd, Excelsior, MN 55331-9215MN1997-04$0
10Community Car Care IncPO BOX 245, Lakeville, MN 55044MN2001-04$0
11Danebod Folk Camp Inc4134 School Blvd, Monticello, MN 55362MN2012-08$0
12Education Minnesotacloquet2317 Kelly Ave, Cloquet, MN 55720MN2000-01$0
13Faith Unlimited Missions International Inc, Unlimited Faith CurchPo Box 485, Rockville, MN 56369MN2001-11$0
14Friends Of The Wadena Golf CoursePo Box 191, Wadena, MN 56482MN1997-06$0
15Great River Earth Institute2223 Minneapolis Ave, Minneapolis, MN 55406-1432MN1999-07$0
16Help Free Pows & Mias Now612 3rd Ave Ne, Sartell, MN 56377MN1999-11$0
17Hispanic Academic Support System92 Morton St E, Saint Paul, MN 55107-2941MN1999-12$0
18Life Of My Own731 86th Ln Nw, Coon Rapids, MN 55433-5950MN2002-05$0
19River Lakes Figure Skating ClubPO BOX 284, Richmond, MN 56368MN2002-06$0
20Royal Family Kids Mankato Inc1400 Madison Ave Suite 208, Mankato, MN 56001MN2014-11$0
Number of organizations performing similar types of work
Alaska8
Alabama27
Arkansas21
Arizona35
California178
Colorado53
Connecticut16
District of Columbia8
Delaware6
Florida99
Georgia56
Hawaii15
Iowa22
Idaho11
Illinois81
Indiana35
Kansas24
Kentucky24
Louisiana23
Massachusetts43
Maryland43
Maine18
Michigan47
Minnesota49
Missouri52
Mississippi9
Montana7
North Carolina56
North Dakota8
Nebraska18
New Hampshire5
New Jersey46
New Mexico14
Nevada19
New York78
Ohio45
Oklahoma27
Oregon27
Pennsylvania67
Rhode Island10
South Carolina25
South Dakota13
Tennessee35
Texas173
Utah10
Virginia49
Vermont10
Washington50
Wisconsin44
West Virginia15
Wyoming4
International4
Total1,862

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