David M Martin Trust Fund, Kall Sheldon G Ttee in Syracuse, 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
| David M Martin Trust Fund, Kall Sheldon G Ttee | |
| Employer Identification Number (EIN) | 166385390 |
| Name of Organization | David M Martin Trust Fund |
| Secondary Name | Kall Sheldon G Ttee |
| Address | 3522 James St, Syracuse, NY 13206-2485 |
| Activities | Student loans |
| Subsection | Charitable Organization |
| Ruling Date | 09/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 09/2012 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $341,635 |
| Amount of Income | $22,613 |
| Form 990 Revenue Amount | $10,299 |
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 | $10,299 | $8,813 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1,220 | |||
| Dividends and interest from securities | $5,856 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $3,223 | |||
| Total expenses and disbursements | $23,476 | $0 | $0 | $17,300 |
| Compensation of officers, directors, trustees, etc. | $1,918 | |||
| Total operating and administrative expenses | $6,176 | $0 | $0 | |
| Contributions, gifts, grants paid | $17,300 | |||
| Excess of revenue over expenses and disbursements | $-13,177 | |||
| Net investment income | $8,813 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $341,635 | $345,718 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $17,689 | |
| Investments-corporate stock | $323,788 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $158 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $341,635 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $3,223 |
| 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 | $88 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $88 |
| 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 | $342,036 |
| Net value of noncharitable-use assets | $336,900 |
| Minimum investment return | $16,845 |
| Distributable Amount (for 2012) | |
| Distributable amount | $16,757 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $16,757 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $16,723 |
| 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 New York | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | David K Carlson And Catha Daycarlson Fesep | 1500 Broadway Fl 28, New York, NY 10036-4052 | NY | 2007-11 | $24 |
| 2 | David Kagan Foundation Inc | 200 W 60th St Apt 23g, New York, NY 10023-8508 | NY | 1986-08 | $23,101 |
| 3 | David Kimmel Foundation | 1 Penn Ste P5335, New York, NY 10119-0002 | NY | 2000-06 | $2,719,590 |
| 4 | David Kozicki Memorial Foundation | 691 Dahill Rd, Brooklyn, NY 11218-5571 | NY | 1995-04 | $512,835 |
| 5 | David Lowy Family Foundation Inc | 24 Beechwood Dr, Lawrence, NY 11559-1702 | NY | 1992-10 | $1 |
| 6 | David M & Hope G Solinger Foundation Inc | 33 East 70th Street No 3d, New York, NY 10021-4985 | NY | 1948-05 | $118,616 |
| 7 | David M And Barbara Baldwin Foundation Inc | 150 Broadway Rn915, New York, NY 10038-4381 | NY | 1987-07 | $767,054 |
| 8 | David M Kies Family Foundation | 125 Broad St, New York, NY 10004-2400 | NY | 2002-03 | $204,593 |
| 9 | David M Leuschen Foundation | 77 Water St-9th Fl, New York, NY 10005-4401 | NY | 1990-03 | $304,255 |
| 10 | David M Mahood Fund No 121964 | One Court Sq 19th Fl, Long Island City, NY 11120-0001 | NY | 1945-06 | $66,640 |
| 11 | David M Martin Trust Fund, Kall Sheldon G Ttee | 3522 James St, Syracuse, NY 13206-2485 | NY | 1993-09 | $22,613 |
| 12 | David M Milton Charitable Trust | 30 Rockefeller Plz Ste 5432, New York, NY 10112-5499 | NY | 1988-04 | $66,326 |
| 13 | David Mccall Foundation Inc | 515 Madison Avenue No 3702, New York, NY 10022-5403 | NY | 1993-08 | $1,077 |
| 14 | David Merin Foundation | 225 East 24th Street, New York, NY 10010-3800 | NY | 2000-10 | $1,590 |
| 15 | David Merrick And Natalie Lloyd Foundation Inc | C/O Alzpc 450 Seventh Avenue, New York, NY 10123 | NY | 1998-03 | $1 |
| 16 | David Merrick Arts Foundation | 551 5th Ave Ste 900, New York, NY 10176-0001 | NY | 1965-08 | $402,269 |
| 17 | David Merrick Arts Foundation Inc | 450 Seventh Avenue, New York, NY 10123-0101 | NY | 1998-04 | $661 |
| 18 | David Minkin Residence Housing Development Fund Company Inc | 191 Joralemon St, Brooklyn, NY 11201-4306 | NY | 1946-03 | $812,410 |
| 19 | David N Judelson Family Charitable Trust | 150 E 52nd St Ste 2703, New York, NY 10022-6232 | NY | 1969-07 | $64,037 |
| 20 | David Ojo Music Ministries Inc | 187 Beach 29th St, Farrockaway, NY 11691-2038 | NY | 2004-11 | $420 |
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