Ann S And Albert L Maltz Foundation 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
| Ann S And Albert L Maltz Foundation | |
| Employer Identification Number (EIN) | 043800837 |
| Name of Organization | Ann S And Albert L Maltz Foundation |
| In Care of Name | Richard M Maltz |
| Address | 334 W 86th St Apt 4b, New York, NY 10024-3157 |
| Subsection | Charitable Organization |
| Ruling Date | 12/2005 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $656,861 |
| Amount of Income | $58,174 |
| Form 990 Revenue Amount | $13,681 |
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 | $15,153 | $15,153 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $12,290 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,863 | |||
| Total expenses and disbursements | $34,292 | $1,052 | $0 | $33,107 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $4,342 | $1,052 | $3,157 | |
| Contributions, gifts, grants paid | $29,950 | |||
| Excess of revenue over expenses and disbursements | $-19,139 | |||
| Net investment income | $14,101 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $661,140 | $693,723 |
| Cash - non-interest-bearing | $8,574 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $639,622 | |
| Other | $12,944 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $661,140 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,863 |
| 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 | $141 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $141 |
| 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 | $702,415 |
| Net value of noncharitable-use assets | $691,880 |
| Minimum investment return | $34,594 |
| Distributable Amount (for 2012) | |
| Distributable amount | $34,453 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $34,453 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $29,835 |
| 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 |
| 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 | Ann Dana Kusch And Robert E Kusch Foundation, Ann Dana Kusch Ttee | 5 W 37th St Fl 9, New York, NY 10018-5315 | NY | 2008-06 | $1 |
| 2 | Ann Eden Woodward Foundation | PO BOX 4287, Huntington, NY 11743-0777 | NY | 1963-09 | $543,611 |
| 3 | Ann Foundation Inc | 24 Old Shelter Rock Road, Roslyn, NY 11576 | NY | 2004-05 | $0 |
| 4 | Ann H And Norbert H Leeseberg Fund | 1140 Victory Blvd, Staten Island, NY 10301-3673 | NY | 2001-10 | $59,437 |
| 5 | Ann Kempczinski Foundation | 793 Center St, Lewiston, NY 14092-1705 | NY | 1998-12 | $1,832 |
| 6 | Ann Lib And Bernard Kozel Family Foundation | 441 East Avenue, Rochester, NY 14607-1932 | NY | 1997-04 | $123,491 |
| 7 | Ann Liguori Foundation | 3 Pine Grove Ct, Westhampton, NY 11977-1324 | NY | 2008-02 | $227,083 |
| 8 | Ann M And David E Harden Foundation Inc | C/O David Harden Mill Pond Way, Mcconnellsville, NY 13401 | NY | 1998-11 | $5,826 |
| 9 | Ann M Martin Foundation Inc | C/O Barkan 60 East 42 Street, New York, NY 10165 | NY | 1991-09 | $628,801 |
| 10 | Ann Parsons Memorial Foundation | C/O Carol F Burger Esq, New York, NY 10022 | NY | 1994-09 | $3,148 |
| 11 | Ann S And Albert L Maltz Foundation | 334 W 86th St Apt 4b, New York, NY 10024-3157 | NY | 2005-12 | $58,174 |
| 12 | Ann S Kheel Charitable Tr, Pressman Gabriel S Et Al Ttee | C/O Misthallabruzzo20 Sbayles Ave, Port Washington, NY 11050 | NY | 2004-04 | $69 |
| 13 | Anna & David Zimmerman Foundation Inc | 320 Central Park W, New York, NY 10025-7659 | NY | 1956-02 | $121,776 |
| 14 | Anna & Marvin Jaffe Family Foundation Trust, Jaffe Anna Ttee | 740 Eagle Dr, Valley Stream, NY 11581-3540 | NY | 1990-11 | $2,000 |
| 15 | Anna And Philip Kimmal Foundation Inc | 26910 Grand Central Pkwy, Floral Park, NY 11005-1045 | NY | 1996-04 | $26,132 |
| 16 | Anna C Bohorad Trust B | 1100 Wehrle Dr 2nd Fl, Buffalo, NY 14221-7748 | NY | 1976-01 | $210,792 |
| 17 | Anna D Mahan Foundation | 700 E Brighton Ave, Syracuse, NY 13205-2201 | NY | 1985-01 | $72,450 |
| 18 | Anna D&william Baker Memorial Fund | PO BOX 1522, Elmira, NY 14902-1522 | NY | 1972-07 | $17,670 |
| 19 | Anna E Gallagher Charitable Tr | 21920 Peck Ave, Hollis Hills, NY 11427-1122 | NY | 1987-02 | $210,994 |
| 20 | Anna F Doell Tr Uw Memorial Tr Fund | 1100 Wehrle Drive 2nd Floor, Buffalo, NY 14221-7748 | NY | 2001-10 | $778,048 |
Organization representatives - add corrected or new information about Ann S And Albert L Maltz Foundation »
Non-representatives - add comments about Ann S And Albert L Maltz Foundation»