Walter And Shelly Cohen And William C Marchiondo Charitable Foundation, Cohen-Marchiondo Foundation in Albuquerque, New Mexico (NM)
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
| Walter And Shelly Cohen And William C Marchiondo Charitable Foundation, Cohen-Marchiondo Foundation | |
| Employer Identification Number (EIN) | 850475984 |
| Name of Organization | Walter And Shelly Cohen And William C Marchiondo Charitable Foundation |
| Secondary Name | Cohen-Marchiondo Foundation |
| In Care of Name | William C Marchiondo |
| Address | 315 5th Street Nw, Albuquerque, NM 87102-2152 |
| Subsection | Charitable Organization |
| Ruling Date | 03/2013 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $362,509 |
| Amount of Income | $59,913 |
| Form 990 Revenue Amount | $11,797 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2013: $59,913 (it was $11,797 in 2012)
| Walter And Shelly Cohen And William C Marchiondo Charitable Foundation, Cohen-Marchiondo Foundation: | $59,913 |
| Other organizations performing similar types of work: | $105,489 |
Assets in 2013: $362,509 (it was $408,861 in 2012)
| This organization: | $362,509 |
| Other organizations performing similar types of work: | $325,460 |
Expenses in 2012: $119,425
| Walter And Shelly Cohen And William C Marchiondo Charitable Foundation, Cohen-Marchiondo Foundation: | $119,425 |
| Other organizations performing similar types of work: | $49,058 |
Income to expenses ratio in 2012: 0.5
| Walter And Shelly Cohen And William C Marchiondo Charitable Foundation, Cohen-Marchiondo Foundation: | 0.5 |
| Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2012: 84.8%
| This organization: | 84.8% |
| Other organizations performing similar types of work: | 22.8% |
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 | $11,797 | $-10,207 | $1,797 | |
| Contributions, gifts, grants, etc., received | $10,000 | |||
| Interest on savings and temporary cash investments | $5 | |||
| Dividends and interest from securities | $1,792 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $119,425 | $0 | $0 | $119,425 |
| Compensation of officers, directors, trustees, etc. | $38,400 | |||
| Total operating and administrative expenses | $115,995 | $0 | $115,995 | |
| Contributions, gifts, grants paid | $3,430 | |||
| Excess of revenue over expenses and disbursements | $-107,628 | |||
| Net investment income | $0 | |||
| Adjusted net income | $1,797 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $408,861 | $330,278 |
| Cash - non-interest-bearing | $24,409 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $322,363 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $62,089 | |
| Total liabilities | $92,494 | |
| Mortgages and other notes payable | $0 | |
| Other | $92,494 | |
| Total liabilities and net assets/fund balances | $316,367 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $319,360 |
| Net value of noncharitable-use assets | $314,580 |
| Minimum investment return | $15,729 |
| Distributable Amount (for 2012) | |
| Distributable amount | $15,729 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $15,729 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Thornburg Foundation | 2300 N Ridgetop Rd, Santa Fe, NM 87506-8361 | NM | 1999-01 | $43,847,456 |
| 2 | King-Carpenter Foundation | PO BOX 10850, Albuquerque, NM 87184-0850 | NM | 2009-06 | $2,001,175 |
| 3 | Sacramento Samaritans | 11 La Mesa, Alamogordo, NM 88310-9733 | NM | 2005-09 | $1,241,821 |
| 4 | Toan-Obrien Foundation | 463 Camino Manzano, Santa Fe, NM 87505-2833 | NM | 2006-04 | $1,073,992 |
| 5 | Schnieders Family Foundation | PO BOX 31278, Santa Fe, NM 87594-1278 | NM | 2011-01 | $968,812 |
| 6 | Nmjc Research Foundationi | 5317 N Lovington Hwy, Hobbs, NM 88240-9121 | NM | 2013-03 | $941,791 |
| 7 | Grace And John T Harrington Foundation | 640 Canyon Rd Unit 9, Santa Fe, NM 87501-2722 | NM | 2012-05 | $601,997 |
| 8 | Kangyur Rinpoche International Charitable Foundation | 145 S Armijo Ln, Santa Fe, NM 87501-6160 | NM | 2010-08 | $498,350 |
| 9 | Art And Toya Kaplan Family Foundation | 17 Hogan Ct, Sandia Park, NM 87047-9477 | NM | 2013-01 | $408,296 |
| 10 | Tijeras Foundation | 1311 Tijeras Ave Nw, Albuquerque, NM 87102-2882 | NM | 2000-03 | $305,080 |
| 11 | Turnip Top Foundation | 30 Alley Ranch Trl, Santa Fe, NM 87505-4561 | NM | 2005-09 | $234,559 |
| 12 | Worldwomenwork, Rankin Singleton Ttee | 8 Cole Ln, Santa Fe, NM 87508-5967 | NM | 2001-09 | $221,762 |
| 13 | Scott Family Foundation Inc | PO BOX 625, Corrales, NM 87048-0625 | NM | 2001-11 | $206,456 |
| 14 | Howard L Franks Memorial Scholarship Tr | PO BOX 30928, Albuquerque, NM 87190-0928 | NM | 2015-03 | $136,602 |
| 15 | Totah Charities Foundation Inc | 110 E Arrington St, Farmington, NM 87401-6910 | NM | 2012-05 | $136,350 |
| 16 | Watersheds Foundation | 302 E Coronado Rd, Santa Fe, NM 87505-2606 | NM | 2000-02 | $77,505 |
| 17 | Kevin And Lian Yearout Foundation | 10208 San Bernardino Dr Ne, Albuquerque, NM 87122-3219 | NM | 2008-02 | $71,815 |
| 18 | Four Bridges Traveling Permaculture Institute | PO BOX 787, Santa Cruz, NM 87567-0787 | NM | 2014-02 | $69,009 |
| 19 | Walter And Shelly Cohen And William C Marchiondo Charitable Foundation, Cohen-Marchiondo Foundation | 315 5th Street Nw, Albuquerque, NM 87102-2152 | NM | 2013-03 | $59,913 |
| 20 | Scott Nichols Foundation | PO BOX 1360, Silver City, NM 88062-1360 | NM | 1999-07 | $57,686 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 22,395 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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