Greene-Milstein Family Foundation, Thibodeau & Associates in Bethesda, 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
- Other organizations in Maryland
| Greene-Milstein Family Foundation, Thibodeau & Associates | |
| Employer Identification Number (EIN) | 016009341 |
| Name of Organization | Greene-Milstein Family Foundation |
| Secondary Name | Thibodeau & Associates |
| In Care of Name | Nancy Milstein |
| Address | 6608 Lybrook Ct, Bethesda, MD 20817-3029 |
| Activities | Other school related activities, Gifts, grants, or loans to other organizations, Hospital |
| Subsection | Charitable Organization, Educational Organization, Literary Organization |
| Ruling Date | 10/1962 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,647,823 |
| Amount of Income | $510,103 |
| Form 990 Revenue Amount | $177,786 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $152,175 | $127,175 | $90,870 | |
| Contributions, gifts, grants, etc., received | $25,000 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $90,870 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $36,305 | |||
| Total expenses and disbursements | $184,699 | $26,519 | $0 | $158,180 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $26,519 | $26,519 | $0 | |
| Contributions, gifts, grants paid | $158,180 | |||
| Excess of revenue over expenses and disbursements | $-32,524 | |||
| Net investment income | $100,656 | |||
| Adjusted net income | $90,870 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,637,602 | $3,179,524 |
| Cash - non-interest-bearing | $22,542 | |
| Investments-U.S. and state government obligations | $250,593 | |
| Investments-corporate stock | $1,281,028 | |
| Investments-corporate bonds | $1,050,545 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $32,576 | |
| Other | $318 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,637,602 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $36,305 |
| 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 | $2,013 |
| Total credits and payments | $1,540 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,540 |
| 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 |
| Tax due | $473 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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? | 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 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 | $3,265,052 |
| Net value of noncharitable-use assets | $3,216,080 |
| Minimum investment return | $160,804 |
| Distributable Amount (for 2012) | |
| Distributable amount | $158,791 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $158,791 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | 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 Maryland | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Green Valley Swimming Club | 1220 Saffell Rd, Reisterstown, MD 21136-6034 | MD | 1956-06 | $189,250 |
| 2 | Greenbelt Access Television Inc | 15 Crescent Rd, Greenbelt, MD 20770-0805 | MD | 1996-09 | $137,679 |
| 3 | Greenbelt Boys & Girls Club | PO BOX 1227, Greenbelt, MD 20768-1227 | MD | 2004-03 | $31,366 |
| 4 | Greenbelt Cultural Arts Center Inc | PO BOX 293, Greenbelt, MD 20768-0293 | MD | 1980-11 | $87,925 |
| 5 | Greenbelt Labor Day Festival Committe Inc | PO BOX 2, Greenbelt, MD 20768-0002 | MD | 2014-09 | $103,624 |
| 6 | Greenbelt Legion Post Home Incorporated | 6900 Greenbelt Rd, Greenbelt, MD 20770-3302 | MD | 1967-07 | $72,061 |
| 7 | Greenbelt Nursery School Inc | 15 Crescent Rd, Greenbelt, MD 20770-0805 | MD | 1950-08 | $313,605 |
| 8 | Greenbelt Pride Inc | 225 Lastner Lane, Greenbelt, MD 20770 | MD | 2007-02 | $374 |
| 9 | Greenbelt Volunteer Fire Department And Rescue Squad Inc | 14 Hillside Rd Unit V, Greenbelt, MD 20770-7791 | MD | 1981-03 | $230,110 |
| 10 | Greenblum Family Foundation | 11608 Monticello Ave, Silver Spring, MD 20902-1710 | MD | 2007-05 | $89,274 |
| 11 | Greene-Milstein Family Foundation, Thibodeau & Associates | 6608 Lybrook Ct, Bethesda, MD 20817-3029 | MD | 1962-10 | $510,103 |
| 12 | Greener Pastures Equine Sanctuary Inc | 560 Budds Landing Road 560 Budds Landing Road, Warwick, MD 21912 | MD | 2002-06 | $20,551 |
| 13 | Greenmount Senior Center Inc | 425 E Federal St, Baltimore, MD 21202-2905 | MD | 1995-12 | $143,967 |
| 14 | Greenmount West Community Development Corporation | 1600 N Calvert St, Baltimore, MD 21202 | MD | 2002-05 | $0 |
| 15 | Greensboro Cemetery Association Inc | PO BOX 160, Greensboro, MD 21639-0160 | MD | 1978-02 | $56,306 |
| 16 | Greentrust Alliance Inc | 210 Najoles Road Suite 200, Millersville, MD 21108-2500 | MD | 2000-10 | $6,361 |
| 17 | Greenway Learning Center For Infants And Children Inc | 7501 Greenway Center Dr Ste 110, Greenbelt, MD 20770-3514 | MD | 1993-02 | $432,716 |
| 18 | Greenwell Foundation Inc | PO BOX 198, Hollywood, MD 20636-0198 | MD | 1969-04 | $679,363 |
| 19 | Gregory B Davis Foundation | 11404 December Way Apt 403, Silver Spring, MD 20904-3623 | MD | 2001-12 | $18,208 |
| 20 | Gregory Day Camp School Inc | 594 University Blvd E, Silver Spring, MD 20901-3776 | MD | 1988-03 | $205,780 |
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