Charles A Dana Fdn Inc 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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Other organizations in New York
| Charles A Dana Fdn Inc | |
| Employer Identification Number (EIN) | 066036761 |
| Name of Organization | Charles A Dana Fdn Inc |
| Address | 505 5th Ave Fl 6, New York, NY 10017-4921 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1951 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $50,000,000 to greater |
| Income | $10,000,000 to $49,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $242,898,391 |
| Amount of Income | $48,950,979 |
| Form 990 Revenue Amount | $10,508,354 |
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 | $9,214,371 | $8,659,604 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,487,933 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $2,217,453 | |||
| Other | $5,508,985 | |||
| Total expenses and disbursements | $15,010,345 | $1,230,970 | $0 | $21,086,555 |
| Compensation of officers, directors, trustees, etc. | $1,292,324 | |||
| Total operating and administrative expenses | $6,294,349 | $1,230,970 | $4,985,080 | |
| Contributions, gifts, grants paid | $8,715,996 | |||
| Excess of revenue over expenses and disbursements | $-5,795,974 | |||
| Net investment income | $7,428,634 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $230,894,564 | $230,894,564 |
| Cash - non-interest-bearing | $9,003,487 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $41,970,620 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $179,228,758 | |
| Other | $691,699 | |
| Total liabilities | $12,530,738 | |
| Mortgages and other notes payable | $0 | |
| Other | $12,530,738 | |
| Total liabilities and net assets/fund balances | $218,363,826 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $5,508,985 |
| 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 | $74,286 |
| Total credits and payments | $209,050 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $209,050 |
| 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 | $0 |
| Overpayment | $134,764 |
| Amount to be credited to 2013 estimated tax | $134,764 |
| 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)? | Yes |
| 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 | $232,265,986 |
| Net value of noncharitable-use assets | $228,782,000 |
| Minimum investment return | $11,439,100 |
| Distributable Amount (for 2012) | |
| Distributable amount | $11,330,525 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $11,330,525 |
| 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 |
| Unrelated Trade or Business Income (for 2008) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $-81,061 | $0 | $-8,106 |
| 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 | $-8,106 | $0 | $-8,106 |
| 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 2008) | |
| 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 | $-8,106 |
| Unrelated business taxable income before net operating loss deduction | $-8,106 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $-8,106 |
| Specific deduction | $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 | Carson Fam Charitable Tr, Carson Russell L Ttee | 114 W 47th St Tax Vas, New York, NY 10036 | NY | 1991-04 | $105,876,041 |
| 2 | Catharine Street Community Center Inc | 69 Catharine St, Poughkeepsie, NY 12601-2502 | NY | 1976-08 | $646,779 |
| 3 | Cayuga Medical Center Auxiliary | 101 Dates Dr, Ithaca, NY 14850-1342 | NY | 1982-04 | $65,298 |
| 4 | Center For Inquiry Inc | 3965 Rensch Rd, Amherst, NY 14228-2743 | NY | 1998-12 | $5,697,326 |
| 5 | Central New York Laborers Training Fund | 7051 Fly Rd, East Syracuse, NY 13057-9659 | NY | 1987-04 | $929,525 |
| 6 | Century 21 Associates Foundation Inc | 22 Cortlandt Street, New York, NY 10007-3107 | NY | 1982-09 | $8,518,441 |
| 7 | Chabad Lubavitch Hospitality Center Eshel Hachnosas Orchim Inc | 744 Eastern Pkwy, Brooklyn, NY 11213-3409 | NY | 2014-09 | $3,923,457 |
| 8 | Champlain Valley Transportation Museum | 12 Museum Way, Plattsburgh, NY 12903 | NY | 2002-12 | $95,155 |
| 9 | Charina Endowment Fund Inc | 375 Park Ave Ste 1602, New York, NY 10152-1600 | NY | 1992-09 | $6,559,932 |
| 10 | Charina Foundation Inc | 77 Water St Fl 9, New York, NY 10005-4414 | NY | 1981-03 | $3,235,454 |
| 11 | Charles A Dana Fdn Inc | 505 5th Ave Fl 6, New York, NY 10017-4921 | NY | 1951-08 | $48,950,979 |
| 12 | Charles H Revson Foundation Inc | 55 East 59th Street, New York, NY 10022-1112 | NY | 1957-07 | $17,722,552 |
| 13 | Charles Hayden Foundation | 130 Liberty St, New York, NY 10006-1102 | NY | 1938-11 | $62,374,073 |
| 14 | Charles Spear Charitable Trust | PO BOX 1527, New York, NY 10268-1527 | NY | 1992-09 | $122,865 |
| 15 | Charlton School | PO BOX 47, Burnt Hills, NY 12027-0047 | NY | 1938-12 | $5,762,595 |
| 16 | Nysarc Inc, Chautauqua County Chapter | 200 Dunham Ave, Jamestown, NY 14701-2528 | NY | 1954-05 | $81,564,007 |
| 17 | Chesed Foundation | 3920 Cypress Ave, Brooklyn, NY 11224-1119 | NY | 1997-05 | $16,954,027 |
| 18 | Chinook Charitable Tr, Edens Wesley R Ttee | 77 Water St Ste 9th Fl, New York, NY 10005-4401 | NY | 2006-04 | $296,771 |
| 19 | Christy And John Mack Foundation | 6 Club Rd, Rye, NY 10580-1613 | NY | 1994-01 | $12,540,258 |
| 20 | Cider Mill Playhouse Inc | PO BOX 482, Endicott, NY 13761-0482 | NY | 1992-01 | $592,954 |
Organization representatives - add corrected or new information about Charles A Dana Fdn Inc »
Non-representatives - add comments about Charles A Dana Fdn Inc»