Rosenfeld Memorial Trust Nect in Greenville, Mississippi (MS)
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 Mississippi
| Rosenfeld Memorial Trust Nect | |
| Employer Identification Number (EIN) | 237081977 |
| Name of Organization | Rosenfeld Memorial Trust Nect |
| In Care of Name | C S Tindall W W Hollowell Kirchhe |
| Address | PO BOX 959, Greenville, MS 38702-0959 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 09/1975 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $108,915 |
| Amount of Income | $3,301 |
| Form 990 Revenue Amount | $12,972 |
Non-representatives - add comments:
Revenue 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 | $3,301 | $3,301 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $3,101 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $199 | |||
| Total expenses and disbursements | $1,079 | $1,000 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,079 | $1,000 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $2,222 | |||
| Net investment income | $2,301 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $108,915 | $121,834 |
| Cash - non-interest-bearing | $3,507 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $105,408 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $108,915 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $199 |
| 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 | $46 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $46 |
| 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 | $115,830 |
| Net value of noncharitable-use assets | $114,100 |
| Minimum investment return | $5,705 |
| Distributable Amount (for 2012) | |
| Distributable amount | $5,597 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $5,597 |
| 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 Mississippi | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Buffalo Water Association | 10488 Hwy 61 N, Woodville, MS 39669 | MS | 2012-02 | $147,336 |
| 2 | Friends Of Mississippi Libraries Inc | Post Office Box 737, Forest, MS 39074 | MS | 1988-04 | $66,084 |
| 3 | Gautier Mullet & Music Fest | PO BOX 852, Gautier, MS 39553-0852 | MS | 2011-06 | $45,506 |
| 4 | Hearts 4 Ukraine | 287 Woodland Glen Circle, Brandon, MS 39047 | MS | 2011-04 | $32,948 |
| 5 | Knights Of Columbus Of St Thomas Aquinas Inc | 1035 Richburg Rd, Hattiesburg, MS 39402-9055 | MS | 1940-10 | $7,997 |
| 6 | Mississippi Energy Institute | 1020 Northpark Dr Ste A, Ridgeland, MS 39157-5299 | MS | 2012-02 | $637,500 |
| 7 | Mississippi Workers Compensation Self Insurer Guaranty Assc | PO BOX 3300, Ridgeland, MS 39158-3300 | MS | 2012-09 | $5,736 |
| 8 | Msu Delta Chi Alumni Association | PO BOX 790, Starkville, MS 39760-0790 | MS | 2012-08 | $11,849 |
| 9 | National Black Nurses Association, Mississippi Gulf Coast Black Nurse Association Inc Mississippi Gulf Coast Medical Reserve Corps | 11975 Seaway Road Suite B230, Gulfport, MS 39503 | MS | 1984-06 | $125,766 |
| 10 | Pta Mississippi Congress, Luther Branson School Pta | 3903 Highway 16 East, Canton, MS 39046 | MS | 1952-10 | $110,262 |
| 11 | Rosenfeld Memorial Trust Nect | PO BOX 959, Greenville, MS 38702-0959 | MS | 1975-09 | $3,301 |
| 12 | Simpson Water Association | 9820 Ms Highway 413, Weir, MS 39772-8950 | MS | 2011-11 | $239,901 |
| 13 | Sons Of Confederate Veterans Inc | 106 Jones Street, Batesville, MS 38606 | MS | 2007-08 | $670 |
| 14 | Aerospace Alliance | 219 N President St, Jackson, MS 39201-1904 | MS | 2012-07 | $319,725 |
| 15 | American Federation Of Teachers | 18371 Hwy 43, Kiln, MS 39556 | MS | 1967-11 | $15,619 |
| 16 | American Federation Of Teachers | 11975-M Seaway Road Suite A220, Gulfport, MS 39503 | MS | 1967-11 | $2,323 |
| 17 | Association Of Government Accountants | Po Box 1445, Jackson, MS 39215 | MS | 1991-05 | $3,378 |
| 18 | General Council On Finance & Admins Of The United Methodist Church, Seashore United Methodist Assembly | 1410 Leggett Dr, Biloxi, MS 39530-3554 | MS | 1974-10 | $548,892 |
| 19 | Gulf Coast Regional Tourism Partnership Inc | 11975 Seaway Rd, Gulfport, MS 39503-6015 | MS | 2012-03 | $4,074,505 |
| 20 | Jackson Camellia Society | 5111 Heatherton Dr, Jackson, MS 39211 | MS | 1976-05 | $639 |
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