Stamford Rotary Trust Fund in Stamford, Connecticut (CT)
Table of contents:
| Stamford Rotary Trust Fund | |
| Employer Identification Number (EIN) | 066068805 |
| Name of Organization | Stamford Rotary Trust Fund |
| In Care of Name | A Lang |
| Address | PO BOX 8026, Stamford, CT 06905-8026 |
| Activities | Other school related activities, Gifts, grants, or loans to other organizations, Gifts or grants to individuals (other than scholarships) |
| Subsection | Charitable Organization, Educational Organization, Literary Organization |
| Ruling Date | 08/1962 |
| Deductibility | Contributions are deductible |
| Foundation | Organization which receives a substantial part of its support from a governmental unit or the general public |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $281,819 |
| Amount of Income | $232,112 |
| Form 990 Revenue Amount | $99,298 |
| National Taxonomy of Exempt Entities (NTEE) | Community Improvement, Capacity Building: Community Service Clubs |
Non-representatives - add comments:
Amount of income in 2014: $232,112 (it was $45,040 in 2013)
| This organization: | $232,112 |
| Other organizations performing similar types of work: | $113,829 |
Assets in 2014: $281,819 (it was $262,982 in 2013)
| Stamford Rotary Trust Fund: | $281,819 |
| Other organizations performing similar types of work: | $160,801 |
Expenses in 2013: $18,364
| Stamford Rotary Trust Fund: | $18,364 |
| Other organizations performing similar types of work: | $81,633 |
Income to expenses ratio in 2013: 12.6
| Stamford Rotary Trust Fund: | 12.6 |
| Other organizations performing similar types of work: | 1.4 |
Grants share in income in 2013: 11.6%
| This organization: | 11.6% |
| Other organizations performing similar types of work: | 10.7% |
Revenue for 2013
Support schedule
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total revenue | $21,352 | $10,902 | $28,072 |
| Contributions, gifts, grants, and similar amounts received | $8,131 | $1,100 | $3,250 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 |
| Membership dues and assessments | $0 | $0 | $0 |
| Investment income | $7,626 | $5,629 | $10,589 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $5,769 |
| Gross amount from sale of assets other than inventory | $0 | $0 | $9,975 |
| Less: cost or other basis and sales expenses | $0 | $0 | $4,206 |
| Net income/loss from gaming and fundraising events | $5,595 | $4,173 | $8,464 |
| Gross income from gaming | $0 | $0 | $0 |
| Gross income from fundraising events | $17,871 | $10,290 | $21,226 |
| Less: direct expenses from gaming and fundraising events | $12,276 | $6,117 | $12,762 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 |
| Total expenses | $41,793 | $68,230 | $18,364 |
| Total net assets | $310,602 | $253,274 | $262,982 |
| Excess/Deficit for the year | $-20,441 | $-57,328 | $9,708 |
| Net assets or fund balances at beginning of year | $331,043 | $310,602 | $253,274 |
| Other changes in net assets or fund balances | $0 | $0 | $0 |
| Net assets or fund balances at end of year | $253,274 | $262,982 | |
| Balance Sheets | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total assets | $310,602 | $253,274 | $262,982 |
| Total liabilities | $0 | $0 | $0 |
| Net assets or fund balances | $310,602 | $253,274 | $262,982 |
| Other Information | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi) |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
| Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013) | |
| 2009 - 2013 Total | |
|---|---|
| Public Support | $27,996 |
| Subtotal Support | $27,996 |
| Gifts, grants, contributions, and membership fees received | $27,996 |
| Tax revenues levied for the organization's benefit and either paid to or expended on its behalf | $0 |
| The value of services or facilities furnished by a governmental unit to the organization without charge | $0 |
| The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support | $0 |
| Total Support | $75,695 |
| Public Support | $27,996 |
| Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | $47,699 |
| Net income from unrelated business activities, whether or not the business is regularly carried on | $0 |
| Other income. Do not include gain or loss from the sale of capital assets | $0 |
| Gross receipts from related activities, etc. | $89,802 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Thames Valley Council For Community Action Inc | 1 Sylvandale Rd, Jewett City, CT 06351-2220 | CT | 1965-04 | $27,378,291 |
| 2 | Dispute Settlement Center Inc | 134 Old Ridgefield Road, Wilton, CT 06897-3048 | CT | 1992-09 | $491,570 |
| 3 | East Haddam Youth And Family Services Inc | PO BOX 572, Moodus, CT 06469-0572 | CT | 1996-04 | $431,956 |
| 4 | South Central Ct Substance Abuse Council Inc | 5 Brookside Dr Box 307, Wallingford, CT 06492-1822 | CT | 1993-02 | $276,174 |
| 5 | Stamford Rotary Trust Fund | PO BOX 8026, Stamford, CT 06905-8026 | CT | 1962-08 | $232,112 |
| 6 | Wallingford Emergency Shelter Inc | 123 Quinnipiac St, Wallingford, CT 06492-3521 | CT | 1993-02 | $176,455 |
| 7 | Norwich Rotary Foundation Inc | PO BOX 19, Bozrah, CT 06334-0019 | CT | 1993-11 | $118,260 |
| 8 | New Fairfield Lions Foundation Inc | PO BOX 8106, New Fairfield, CT 06812-8106 | CT | 1996-03 | $101,462 |
| 9 | Rotary International, East Hartford | 34 Sunset Farm Rd, West Hartford, CT 06107-1314 | CT | 1942-09 | $50,117 |
| 10 | 100 Black Men Of Stamford Inc | PO BOX 1313, Stamford, CT 06904-1313 | CT | 1994-06 | $38,845 |
| 11 | Notre Dame Learning Providers Corporation | 468 Poquonock Ave, Windsor, CT 06095-2473 | CT | 1993-05 | $22,067 |
| 12 | Knights Of The Grip Of Connecticut Incorporated | PO BOX 237, North Haven, CT 06473 | CT | 1970-07 | $15,458 |
| 13 | Brookfield Rotary Club Foundation Inc | PO BOX 5248, Brookfield, CT 06804-5248 | CT | 1995-04 | $0 |
| 14 | Cornwall Association Inc | Po Box 128, West Cornwall, CT 06796 | CT | 1993-01 | $0 |
| 15 | Greater Hartford Alliance Of Black Social Workers Inc | P O Box 274, Hartford, CT 06141 | CT | 1994-12 | $0 |
| 16 | Kiwanis International Inc, Kiwanis Club Of Greater Waterbury | 74 Hollow Rd, Watertown, CT 06795-1302 | CT | 1966-03 | $0 |
| 17 | Shoreline Quilters Guild Inc | Po Box 296, Branford, CT 06405 | CT | 1995-04 | $0 |
| 18 | Stamford Trees Foundation Incorporated | Po Box 113374, Stamford, CT 06911-3374 | CT | 1992-05 | $0 |
| 19 | West Haven Pound Pals Inc | 34 Wildwood Terrace, West Haven, CT 06516 | CT | 1995-10 | $0 |
| 20 | Western New England Organization Development Network, Wneodn | 48 Lardner Rd, Bristol, CT 06010-3547 | CT | 1993-08 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 1,015 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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