The Rubin-Ladd Foundation in Georgetown, Connecticut (CT)

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The Rubin-Ladd Foundation
Employer Identification Number (EIN)061556098
Name of OrganizationThe Rubin-Ladd Foundation
In Care of NameRobert Walzer
AddressPO BOX 63, Georgetown, CT 06829-0063
SubsectionCharitable Organization
Ruling Date05/2000
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2013
Assets$5,000,000 to $9,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$7,715,409
Amount of Income$2,329,824
Form 990 Revenue Amount$464,755
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2013: $2,329,824 (it was $2,350,367 in 2012)
This organization: 

 $2,329,824
Other organizations performing similar types of work: 

 $105,507

Assets in 2013: $7,715,409 (it was $7,568,066 in 2012)
This organization: 

 $7,715,409
Other organizations performing similar types of work: 

 $324,979

Expenses in 2012: $864,343
The Rubin-Ladd Foundation: 

 $864,343
Other organizations performing similar types of work: 

 $49,065

Income to expenses ratio in 2012: 2.7
The Rubin-Ladd Foundation: 

 2.7
Other organizations performing similar types of work: 

 1.0

Grants share in income in 2012: 0.0%
This organization: 

 0.0%
Other organizations performing similar types of work: 

 100.0%

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$595,625$595,625$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$5
Dividends and interest from securities$135,903
Gross rents$0
Gross profit from sales of goods$0
Other income$154,971
Other$304,746
Total expenses and disbursements$864,343$81,523$0$775,820
Compensation of officers, directors, trustees, etc.$96,666
Total operating and administrative expenses$247,843$81,523$159,320
Contributions, gifts, grants paid$616,500
Excess of revenue over expenses and disbursements$-268,718
Net investment income$514,102
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$7,568,066$7,568,066
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$1,172,913
Investments-corporate bonds$891,225
Investments-mortgage loans$0
Investments-other$2,553,411
Other$2,950,517
Total liabilities$22,500
Mortgages and other notes payable$0
Other$22,500
Total liabilities and net assets/fund balances$7,545,566
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$304,746
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$5,141
Total credits and payments$22,598
2012 estimated tax payments and 2011 overpayment credited to 2012$11,598
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$11,000
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Tax due$0
Overpayment$17,457
Amount to be credited to 2013 estimated tax$17,457
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?Yes
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?Yes
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$4,976,669
Net value of noncharitable-use assets$4,902,020
Minimum investment return$245,101
Distributable Amount (for 2012)
Distributable amount$239,960
Undistributed Income (for 2012)
Distributable amount for 2012$239,960
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
2012201120102009Total
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
Unrelated Trade or Business Income (for 2009)
IncomeExpensesNet
Total$133,711$0$13,371
Gross receipts or sales less returns and allowances$0$0$0
Cost of goods sold$0$0$0
Gross profit$0$0$0
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$13,371$17$13,371
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2009)
Total deductions$0
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$0
Unrelated business taxable income$13,371
Unrelated business taxable income before net operating loss deduction$13,371
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$13,371
Specific deduction$1,000
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Number of organizations performing similar types of work
Alaska25
Alabama219
Arkansas78
Arizona303
California2,586
Colorado408
Connecticut419
District of Columbia111
Delaware583
Florida1,525
Georgia482
Hawaii85
Iowa178
Idaho58
Illinois1,113
Indiana311
Kansas157
Kentucky167
Louisiana161
Massachusetts705
Maryland425
Maine85
Michigan619
Minnesota384
Missouri346
Mississippi70
Montana69
North Carolina788
North Dakota20
Nebraska169
New Hampshire75
New Jersey876
New Mexico92
Nevada215
New York2,617
Ohio698
Oklahoma228
Oregon208
Pennsylvania1,086
Rhode Island184
South Carolina171
South Dakota32
Tennessee266
Texas1,263
Utah274
Virginia477
Vermont54
Washington401
Wisconsin354
West Virginia69
Wyoming63
International44
Total22,396

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