Douglas M Romatzick Mem School Trust Fd in Milford, 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
- Other organizations in Connecticut
| Douglas M Romatzick Mem School Trust Fd | |
| Employer Identification Number (EIN) | 061011995 |
| Name of Organization | Douglas M Romatzick Mem School Trust Fd |
| Address | 331 Housatonic Dr, Milford, CT 06460-4941 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 10/1990 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2008 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $6,784 |
| Amount of Income | $12 |
| Form 990 Revenue Amount | $2 |
Non-representatives - add comments:
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $2 | $2 | $2 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $600 | $0 | $0 | $600 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $0 | $0 | $0 | |
| Contributions, gifts, grants paid | $600 | |||
| Excess of revenue over expenses and disbursements | $-597 | |||
| Net investment income | $2 | |||
| Adjusted net income | $2 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,991 | $4,991 |
| Cash - non-interest-bearing | $4,991 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $4,991 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $5,341 |
| Net value of noncharitable-use assets | $5,260 |
| Minimum investment return | $263 |
| Distributable Amount (for 2011) | |
| Distributable amount | $263 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $263 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 Connecticut | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Doris And Simon Konover Family Foundation | 342 N Main St Ste 200, West Hartford, CT 06117-2507 | CT | 2002-11 | $297,198 |
| 2 | Doris Banks Henries Scholarship Trust Uw Lt0029 | 100 Pearl St Fl 13, Hartford, CT 06103-4500 | CT | 2004-02 | $61,494 |
| 3 | Doris Lund-Pierce Memorial Tua, 42-09-900-1010099 | PO BOX 1868, Lakeville, CT 06039-1868 | CT | $263,784 | |
| 4 | Dornam Foundation, Doran James M Ttee | 83 Rumford St, West Hartford, CT 06107-3754 | CT | 1998-02 | $624,853 |
| 5 | Dorothy And Thomas Lackman Charitable Foundation 07071999, Lackman Thomas R & D G Lackman Ttee | 55 Blair Rd, Willington, CT 06279-2224 | CT | 2001-04 | $174 |
| 6 | Dorothy Day Hospitality House Inc | PO BOX 922, Danbury, CT 06813-0922 | CT | 1984-01 | $249,766 |
| 7 | Dorothy Tapper Goldman Foundation | 339 Indian Rock Rd, New Canaan, CT 06840-3122 | CT | 2002-09 | $152,566 |
| 8 | Dorothy Whitfield Historic Society Inc | PO BOX 229, Guilford, CT 06437-0229 | CT | 1916-07 | $52,226 |
| 9 | Double-D Living History Farm Inc | 102 Painter Hill Rd, Roxbury, CT 06783-1102 | CT | 2004-11 | $737,854 |
| 10 | Douglas J Schwartz Living Foundation | 25 W Branch Rd, Westport, CT 06880-1249 | CT | 1988-07 | $4,891 |
| 11 | Douglas M Romatzick Mem School Trust Fd | 331 Housatonic Dr, Milford, CT 06460-4941 | CT | 1990-10 | $12 |
| 12 | Downstairs Athletic Club | 55 Westcott Road, Danielson, CT 06239 | CT | 1993-03 | $4,928 |
| 13 | Downtown Cabaret Theatre Company Of Bridgeport | 263 Golden Hill Street, Bridgeport, CT 06604-4112 | CT | 1976-01 | $1,093,093 |
| 14 | Downtown Evening Soup Kitchen Inc | PO BOX 1478, New Haven, CT 06506-1478 | CT | 1989-08 | $194,515 |
| 15 | Downtown Merchants Association Inc | 159 Main St, Westport, CT 06880-3301 | CT | 1988-01 | $483,256 |
| 16 | Downtown New London Association | 2 State St, New London, CT 06320-6356 | CT | 1987-05 | $197,980 |
| 17 | Doyle Family Foundation Inc | 8 Wright St, Westport, CT 06880-3100 | CT | 2001-01 | $141,567 |
| 18 | Dr Carl Weis Scholarship Fund, Local 1522 I A F F | PO BOX 969, New London, CT 06320-0969 | CT | 2001-10 | $28,849 |
| 19 | Dr Hugh Rk Barber Obgyn Memorialfoundation Inc | 62 Ocean Dr E, Stamford, CT 06902-8131 | CT | 2008-07 | $39,094 |
| 20 | Dr Martin Luther King Jr Scholarship Trust Fund | PO BOX 1308, New London, CT 06320-1308 | CT | 1968-08 | $313,294 |
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