Morgan & Marjorie L Miller Charitable Trust in Scarsdale, 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
| Morgan & Marjorie L Miller Charitable Trust | |
| Employer Identification Number (EIN) | 061187583 |
| Name of Organization | Morgan & Marjorie L Miller Charitable Trust |
| Address | 11 Normandy Ln, Scarsdale, NY 10583-7620 |
| Subsection | Charitable Organization |
| Ruling Date | 09/1988 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $213,713 |
| Amount of Income | $229,423 |
| Form 990 Revenue Amount | $104,888 |
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 | $266,284 | $48,897 | $30,120 | |
| Contributions, gifts, grants, etc., received | $217,131 | |||
| Interest on savings and temporary cash investments | $10 | |||
| Dividends and interest from securities | $3,726 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $528 | |||
| Other | $44,889 | |||
| Total expenses and disbursements | $178,031 | $235 | $235 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $541 | $235 | $0 | |
| Contributions, gifts, grants paid | $177,490 | |||
| Excess of revenue over expenses and disbursements | $88,253 | |||
| Net investment income | $48,662 | |||
| Adjusted net income | $29,885 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $245,011 | $304,785 |
| Cash - non-interest-bearing | $18,652 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $225,497 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $862 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $245,011 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $44,889 |
| 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 | $487 |
| Total credits and payments | $250 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $250 |
| 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 | $237 |
| 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 | $226,967 |
| Net value of noncharitable-use assets | $223,560 |
| Minimum investment return | $11,178 |
| Distributable Amount (for 2012) | |
| Distributable amount | $10,731 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $10,731 |
| 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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| Other organizations in New York | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Moose Hall Theatre Company | 25 Indian Rd Apt 4g, New York, NY 10034-1018 | NY | 2002-01 | $47,809 |
| 2 | Moraes Sarmento Foundation Inc | C/O Am Sarmento 115 West 11th Str, New York, NY 10011 | NY | 2001-05 | $1,964,636 |
| 3 | Morasha Foundation Inc | 750 Kappock Street, Bronx, NY 10463-4612 | NY | 1988-10 | $4 |
| 4 | Moravia Volunteer Fire Company Inc | PO BOX 686, Moravia, NY 13118-0686 | NY | 2012-07 | $373,751 |
| 5 | Moravian Open Door Inc | 347 E 18th St, New York, NY 10003-2802 | NY | 1964-12 | $409,026 |
| 6 | Mordechai And Mirrel Eissenberg Foundation Inc | 1460 57th St, Brooklyn, NY 11219-4619 | NY | 1990-03 | $63,376 |
| 7 | Mordechai And Sarah Kohn Charitable Foundation Trust | 744 Clinton St, Brooklyn, NY 11231-2104 | NY | 2003-11 | $11,000 |
| 8 | Mordechai Gadeh Foundation | 10 W 33rd St Rm 216, New York, NY 10001-3306 | NY | 2003-10 | $33,140 |
| 9 | Moreau Emergency Squad Inc | 1583 Route 9, Moreau, NY 12828-2454 | NY | 1981-09 | $856,432 |
| 10 | Morehouse Lake Club | PO BOX 395, Middleville, NY 13406-0395 | NY | 2000-02 | $83,808 |
| 11 | Morgan & Marjorie L Miller Charitable Trust | 11 Normandy Ln, Scarsdale, NY 10583-7620 | NY | 1988-09 | $229,423 |
| 12 | Morgan And Judith Mcgrath Private Family Foundation | C/O Morgan Mcgrath 292 Douglas Rd, Chappaqua, NY 10514 | NY | 2006-02 | $86,294 |
| 13 | Morgan Center | 26 Seafield Ln, Bay Shore, NY 11706-7815 | NY | 2003-03 | $282,488 |
| 14 | Morgan Memorial Park Trustees | 150 Broadway Rm 1915, New York, NY 10038-4361 | NY | 1962-06 | $60,724 |
| 15 | Morgan Park Summer Music Festival Association Inc | 9 September Ln, Glen Cove, NY 11542-1214 | NY | 1978-07 | $4,072,498 |
| 16 | Morgan Road Elementary School Pto | 7795 Morgan Road, Liverpool, NY 13090 | NY | 1995-09 | $15,907 |
| 17 | Morgan Stanley Foundation | 1221 Ave Of The Americas-Tax Dept, New York, NY 10020-1001 | NY | 1963-07 | $20,821,518 |
| 18 | Morgan Stanley Foundation Inc | 1221 Ave Of The Americas-Tax Dept, New York, NY 10020-1001 | NY | 2008-03 | $4,426,703 |
| 19 | Morgan Stanley Victims Relief Fund | 1633 Broadway Tax Dept 25th Fl, New York, NY 10019 | NY | 2001-09 | $6,360 |
| 20 | Moriah Institute | 137 Grotke Rd, Chestnut Rdg, NY 10977-7202 | NY | 2005-11 | $24,712 |
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