Frank & Merriliece Rohan Tr 03301995 in New York, New York (NY)

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Frank & Merriliece Rohan Tr 03301995
Employer Identification Number (EIN)616375286
Name of OrganizationFrank & Merriliece Rohan Tr 03301995
In Care of NameMorgan Stanley Private Bank Na
Address1 New York Plz Fl 7, New York, NY 10004-1913
Subsection4947(a)(1) - Private Foundation (Form 990PF Filer)
FoundationAll organizations except 501(c)(3)
Exempt Organization StatusTrust described in section 4947(a)(2) of the IR Code
Tax Period12/2010
Assets$500,000 to $999,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$802,718
Amount of Income$67,632
Form 990 Revenue Amount$23,451


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Financial snapshot for 2010 ($)

Revenue for 2010

Expenses for 2010

Assets for 2010

Analysis of Revenue and Expenses (for 2010)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$23,451$23,341$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$11,738
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$11,713
Total expenses and disbursements$62,628$7,688$0$54,940
Compensation of officers, directors, trustees, etc.$10,809
Total operating and administrative expenses$22,628$7,688$14,940
Contributions, gifts, grants paid$40,000
Excess of revenue over expenses and disbursements$-39,177
Net investment income$15,653
Adjusted net income$0
Balance Sheets (for 2010)
Book ValueFair Market Value
Total assets$802,718$854,620
Cash - non-interest-bearing$29,475
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$773,243
Total liabilities$0
Total liabilities and net assets/fund balances$802,718
Capital Gains and Losses for Tax on Investment Income (for 2010)
Capital gain net income$11,713
Net capital loss$0
Excise Tax Based on Investment Income (for 2010)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$313
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$341
Overpayment$0
Amount to be credited to 2011 estimated tax$0
Statements Regarding Activities (for 2010)
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 2010 or the taxable year beginning in 2010?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2010)
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 2010, did the foundation have any undistributed income for tax year(s) beginning before 2010?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 2010)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$856,865
Net value of noncharitable-use assets$844,020
Minimum investment return$42,201
Distributable Amount (for 2010)
Distributable amount$41,888
Undistributed Income (for 2010)
Distributable amount for 2010$41,888
Undistributed income for 2010. This amount must be distributed in 2011$0
Private Operating Foundations (for 2010)
2010200920082007Total
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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