Harris J And Geraldine S Nelson 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
| Harris J And Geraldine S Nelson Foundation | |
| Employer Identification Number (EIN) | 046029911 |
| Name of Organization | Harris J And Geraldine S Nelson Foundation |
| In Care of Name | Julius P Fouts |
| Address | 300 E 40th St, New York, NY 10016-2188 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1961 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $786,989 |
| Amount of Income | $139,775 |
| Form 990 Revenue Amount | $21,863 |
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 | $65,890 | $65,890 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $48 | |||
| Dividends and interest from securities | $16,305 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $49,537 | |||
| Total expenses and disbursements | $61,015 | $16,000 | $0 | $44,892 |
| Compensation of officers, directors, trustees, etc. | $6,534 | |||
| Total operating and administrative expenses | $17,015 | $16,000 | $892 | |
| Contributions, gifts, grants paid | $44,000 | |||
| Excess of revenue over expenses and disbursements | $4,875 | |||
| Net investment income | $49,890 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $801,841 | $893,085 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $344,000 | |
| Investments-corporate bonds | $347,544 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $54,946 | |
| Other | $55,351 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $801,841 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $49,537 |
| 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 | $499 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $499 |
| 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? | 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)? | 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 | $886,400 |
| Net value of noncharitable-use assets | $873,100 |
| Minimum investment return | $43,655 |
| Distributable Amount (for 2012) | |
| Distributable amount | $43,156 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $43,156 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $27,402 |
| 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 | Harriet And Esteban Vicente Foundation | 110 West 40th Street, New York, NY 10018-3616 | NY | 2001-11 | $1,689,417 |
| 2 | Harriet H Woolley Estate University Of Paris Tr | PO BOX 1297, New York, NY 10008-1297 | NY | 1940-11 | $386,896 |
| 3 | Harriet Tubman Home | 180 South Street Rd, Auburn, NY 13021-5636 | NY | 1997-12 | $272,996 |
| 4 | Harriman Engine Co No 1 Inc | PO BOX 26, Harriman, NY 10926-0026 | NY | 1999-03 | $53,941 |
| 5 | Harriman Summer Camp S-11 Inc | 563 Union Avenue, New Windsor, NY 12553 | NY | 2009-03 | $0 |
| 6 | Harris Courts Inc | PO BOX 238, Harrisville, NY 13648-0238 | NY | 1989-08 | $151,880 |
| 7 | Harris Family Foundation | 4606 Watergap, Manlius, NY 13104-9327 | NY | 2005-09 | $82,151 |
| 8 | Harris Foundation Inc | 5700 Arlington Ave Apt 17x, Bronx, NY 10471-1520 | NY | 1996-08 | $328 |
| 9 | Harris Hill Elementary School Pto | 4620 Harris Hill Rd, Williamsville, NY 14221-6230 | NY | 1999-09 | $23,650 |
| 10 | Harris Hill Soaring Corporation | PO BOX 544, Horseheads, NY 14845-0544 | NY | 1951-08 | $173,355 |
| 11 | Harris J And Geraldine S Nelson Foundation | 300 E 40th St, New York, NY 10016-2188 | NY | 1961-07 | $139,775 |
| 12 | Harris Memorial Library | PO BOX 470, Otego, NY 13825-0470 | NY | 1979-01 | $34,024 |
| 13 | Harris Memorial Library Trust, Wilber Natl Bk Tr | C/O Community Bank Na 245 Main, Oneonta, NY 13820 | NY | 1999-10 | $43,531 |
| 14 | Harrison Apar Field Of Dreams Foundation | 722a Heritage Hls, Somers, NY 10589-4002 | NY | 2004-04 | $58,142 |
| 15 | Harrison Athletic Facilities Citizens Organization Inc | 20 West 44th, Nyc, NY 10036 | NY | 2006-06 | $0 |
| 16 | Harrison Beatty Trust Fbo Park Maintenance 24205040 | C/O Alliance Bank Na 160 Main St, Oneida, NY 13421 | NY | $116 | |
| 17 | Harrison Beautification Foundation Inc | P O Box 69, Purchase, NY 10577 | NY | 2000-10 | $0 |
| 18 | Harrison Bregman Foundation | 239 Central Park W, New York, NY 10024-6038 | NY | 1999-07 | $19,111 |
| 19 | Harrison Childrens Center Inc | 300 Harrison Ave, Harrison, NY 10528-3360 | NY | 1975-09 | $959,234 |
| 20 | Harrison Council For The Arts Inc | PO BOX 305, Harrison, NY 10528-0305 | NY | 1979-12 | $3,640 |
Organization representatives - add corrected or new information about Harris J And Geraldine S Nelson Foundation »
Non-representatives - add comments about Harris J And Geraldine S Nelson Foundation»