Frank & Merriliece Rohan Tr 03301995 in New York, New York (NY)
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 New York
| Frank & Merriliece Rohan Tr 03301995 | |
| Employer Identification Number (EIN) | 616375286 |
| Name of Organization | Frank & Merriliece Rohan Tr 03301995 |
| In Care of Name | Morgan Stanley Private Bank Na |
| Address | 1 New York Plz Fl 7, New York, NY 10004-1913 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2010 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $802,718 |
| Amount of Income | $67,632 |
| Form 990 Revenue Amount | $23,451 |
Non-representatives - add comments:
Revenue for 2010
Expenses for 2010
Assets for 2010
| Analysis of Revenue and Expenses (for 2010) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements 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 Value | Fair 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) | |||||
| 2010 | 2009 | 2008 | 2007 | 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Leir Foundation Inc in New York, NY
 |
|
Arquetopia Foundation Inc, Arquetopia Foundation For Development in New York, NY
|
| Stein Senior Center Inc in New York, NY |
| The Bridge Inc in New York, NY |
|
Lucis Trust And Arcane School in New York, NY
|
Crawfish For Cancer Inc in New York, NY
 |
| National Council Of Ghanaian Association Inc in New York, NY |
|
Tay-Bandz Inc in New York, NY
|
| Polish American Immigration And Relief Committee Inc in New York, NY |
|
Stationary Engineers Fireman Mntnce & Bldg Srvc Union Loc 670 Wlfr Fnd in New York, NY
|
| Other organizations in New York | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Amvets, Amvets Hudson Valley Post 826 | 501 Upper Ave, Newburgh, NY 12550 | NY | 1945-05 | $5,855 |
| 2 | Apwu Local 10 Building Corporation | 1407 Broadway 39th Floor, New York, NY 10018-5100 | NY | 2012-01 | $1,492,289 |
| 3 | Association Of Average Adjusters Of The United States And Canada Inc | 126 Midwood Ave, Farmingdale, NY 11735-5835 | NY | 2012-08 | $32,526 |
| 4 | American Federation Of State County & Municipal Employees | 355 Harlem Road, West Seneca, NY 14224 | NY | 1957-08 | $12,768 |
| 5 | Branches Christian Rest And Renewal Centers Inc | 182 Schwartz Rd, Lancaster, NY 14086-9605 | NY | 2013-02 | $250 |
| 6 | Zeta Rho Sigma Nu Alumni Society Inc | 91 Bayview Ave, Massapequa, NY 11758-7221 | NY | 2011-05 | $1,063 |
| 7 | Wellesley College Alumnae Association, Class Of 2005 Wellesley College Alumnae Association | 820 West End Ave Apt 2d, New York, NY 10025 | NY | 1972-09 | $45 |
| 8 | Mullen Family 36 Foundation | 140 S Ridge St, Rye Brook, NY 10573-2813 | NY | 2013-07 | $120,775 |
| 9 | Nuclear Procurement Issues Committee Nupic | 19 Main St, Scottsville, NY 14546-1315 | NY | 2013-07 | $260,506 |
| 10 | Frank & Merriliece Rohan Irrev Tr | 1 New York Plz Fl 7, New York, NY 10004-1913 | NY | $184,466 | |
| 11 | Frank & Merriliece Rohan Tr 03301995 | 1 New York Plz Fl 7, New York, NY 10004-1913 | NY | $67,632 | |
| 12 | Carle Place Hook Ladder & Hose Co 1 | 460 Broadway, Carle Place, NY 11514-1423 | NY | 2011-06 | $1,232,782 |
| 13 | Centralcast Llc | 33 Elk St Ste 200, Albany, NY 12207-1062 | NY | 2013-05 | $5,295,763 |
| 14 | Centro Espanol De Queens Inc | 4101 Broadway, Astoria, NY 11103-3104 | NY | 2012-09 | $196,448 |
| 15 | Challenge Preparatory Charter School | 710 Hartman Ln, Far Rockaway, NY 11691-1849 | NY | 2013-07 | $6,423,981 |
| 16 | Chenango Valley Teachers Association Dental Trust | 221 Chenango Bridge Rd, Binghamton, NY 13901 | NY | 2012-12 | $90,065 |
| 17 | China Us Business Leaders Roundtable Foundation Inc | 13620 38th Ave Ste 11b, Flushing, NY 11354-4232 | NY | 2013-02 | $637 |
| 18 | Church Mcdonald Bangladeshibusiness Association Inc | 489 Mcdonald Ave, B Rooklyn, NY 11218-3886 | NY | 2012-06 | $70,621 |
| 19 | Civil Service Employees Association, 0885 Schenectady Co Employees | 11 Praise Ln, Glenville, NY 12302-4039 | NY | 1970-07 | $124,977 |
| 20 | Clifton Park-Halfmoon Piranhas Swim Club Inc | PO BOX 106, Clifton Park, NY 12065-0106 | NY | 2012-01 | $228,567 |
Organization representatives - add corrected or new information about Frank & Merriliece Rohan Tr 03301995 »
Non-representatives - add comments about Frank & Merriliece Rohan Tr 03301995»