Dollye And I Wolford Berman Foundation Inc in Rockville, Maryland (MD)
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
- Organizations performing similar types of work
| Dollye And I Wolford Berman Foundation Inc | |
| Employer Identification Number (EIN) | 522073364 |
| Name of Organization | Dollye And I Wolford Berman Foundation Inc |
| In Care of Name | Elyse Vinitski |
| Address | 5410 Edson Ln Ste 220, Rockville, MD 20852-3195 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $104,014 |
| Amount of Income | $164,897 |
| Form 990 Revenue Amount | $130,364 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2011: $164,897 (it was $167,311 in 2010)
| This organization: | $164,897 |
| Other organizations performing similar types of work: | $120,160 |
Assets in 2011: $104,014 (it was $96,064 in 2010)
| This organization: | $104,014 |
| Other organizations performing similar types of work: | $450,518 |
Expenses in 2011: $122,414
| Dollye And I Wolford Berman Foundation Inc: | $122,414 |
| Other organizations performing similar types of work: | $61,287 |
Income to expenses ratio in 2011: 1.3
| Dollye And I Wolford Berman Foundation Inc: | 1.3 |
| Other organizations performing similar types of work: | 7.3 |
Grants share in income in 2011: 0.0%
| Dollye And I Wolford Berman Foundation Inc: | 0.0% |
| Other organizations performing similar types of work: | 8.9% |
Revenue for 2011
Expenses for 2011
Assets for 2011
| 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 | $130,364 | $130,364 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,714 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $124,650 | |||
| Total expenses and disbursements | $122,414 | $3,534 | $0 | $118,880 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $3,534 | $3,534 | $0 | |
| Contributions, gifts, grants paid | $118,880 | |||
| Excess of revenue over expenses and disbursements | $7,950 | |||
| Net investment income | $126,830 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $104,014 | $176,589 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $18,175 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $85,839 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $104,014 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $124,650 |
| 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 | $1,268 |
| Total credits and payments | $4,575 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $4,575 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Overpayment | $3,307 |
| Amount to be credited to 2012 estimated tax | $3,307 |
| 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 | $224,661 |
| Net value of noncharitable-use assets | $221,300 |
| Minimum investment return | $11,065 |
| Distributable Amount (for 2011) | |
| Distributable amount | $9,797 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $9,797 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The George L Shields Foundation Inc | 11140 Rockville Pike Ste 620, Rockville, MD 20852-3117 | MD | 1995-03 | $13,567,568 |
| 2 | Sid And Mary Foulger Foundation Inc | 9600 Blackwell Rd, Rockville, MD 20850-3655 | MD | 1998-06 | $5,744,893 |
| 3 | Salisbury Family Foundation Inc | 300 E Lombard St Ste 620, Baltimore, MD 21202-3227 | MD | 1996-12 | $3,810,625 |
| 4 | The Cole Foundation Inc | 2106 Lippizan Ct, Fallston, MD 21047-1627 | MD | 1995-08 | $2,090,377 |
| 5 | Tom & Glory Sullivan Foundation Inc | 11216 River View Dr, Potomac, MD 20854-1568 | MD | 1995-11 | $1,282,459 |
| 6 | The@herbert N Gundersheimer Foundation Inc | 201 North Charles Street, Baltimore, MD 21201-4102 | MD | 1998-01 | $1,239,298 |
| 7 | Spm Foundation Inc | 8300 Burdette Rd, Bethesda, MD 20817-2801 | MD | 1997-10 | $1,208,911 |
| 8 | The Nancy Peery Marriott Foundation Inc | 10400 Fernwood Rd Dept 901, Bethesda, MD 20817-1102 | MD | 1996-12 | $1,207,962 |
| 9 | Sami And Annie Totah Family Foundation, Totah Sami Ttee | 8611 2nd Ave Ste 3a, Silver Spring, MD 20910-3372 | MD | 1998-03 | $1,035,133 |
| 10 | The Adams Charitable Foundation Inc | 11049 Seven Hill Ln, Potomac, MD 20854-3245 | MD | 1996-12 | $715,224 |
| 11 | Wieler Family Private Foundation, Wieler Mary Baily Ttee | PO BOX 65149, Baltimore, MD 21209-0149 | MD | 1997-06 | $644,603 |
| 12 | Jerold J & Marjorie N Principato Foundation Inc | 5315 Kenwood Ave, Bethesda, MD 20815-6601 | MD | 1996-03 | $531,930 |
| 13 | Sylvia S Ely Foundation Inc | 10501 Willowbrook Dr, Bethesda, MD 20854-4459 | MD | 1997-08 | $517,956 |
| 14 | Roy And Ellen Rosenthal Family Foundation Inc | 10508 Willowbrook Dr, Potomac, MD 20854-4458 | MD | 1997-01 | $421,195 |
| 15 | Talbot County Family Support Center Inc | 126 Port Street Suite B, Easton, MD 21601-2600 | MD | 1997-08 | $261,855 |
| 16 | The John G & Jean R Gosnell Foundation Inc | 5317 Kenwood Ave, Chevy Chase, MD 20815-6601 | MD | 1997-04 | $260,712 |
| 17 | The@ross Z And Grace S Pierpont Charitable Trust, Pierpont Ross Z And Grace S Ttees | 9515 Deereco Rd Ste 801, Timonium, MD 21093-2169 | MD | 1997-08 | $147,126 |
| 18 | Winifred M Gordon Foundation Inc | 1 Ridge Rd, Annapolis, MD 21401-1201 | MD | 1997-03 | $96,064 |
| 19 | Smith-Evans Foundation Inc | 2005 Hideout Ln, Mitchellville, MD 20716-3546 | MD | 1996-12 | $89,618 |
| 20 | The Sonia Diamond Family Foundation Inc | 3118 Marnat Rd, Baltimore, MD 21208-4503 | MD | 1995-09 | $71,029 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 5,225 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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