Phalarope Foundation, Smith Adrienne & S P Davidson Ttees 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
| Phalarope Foundation, Smith Adrienne & S P Davidson Ttees | |
| Employer Identification Number (EIN) | 046729068 |
| Name of Organization | Phalarope Foundation |
| Secondary Name | Smith Adrienne & S P Davidson Ttees |
| In Care of Name | Wendy Goldner |
| Address | 30 Rockefeller Plaza, New York, NY 10112-0015 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,552,155 |
| Amount of Income | $399,821 |
| Form 990 Revenue Amount | $216,960 |
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 | $390,556 | $390,556 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $6 | |||
| Dividends and interest from securities | $70,377 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $320,173 | |||
| Total expenses and disbursements | $281,920 | $51,920 | $0 | $230,000 |
| Compensation of officers, directors, trustees, etc. | $5,252 | |||
| Total operating and administrative expenses | $51,920 | $51,920 | $0 | |
| Contributions, gifts, grants paid | $230,000 | |||
| Excess of revenue over expenses and disbursements | $108,636 | |||
| Net investment income | $338,636 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,476,045 | $3,347,518 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $50,000 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $2,426,045 | |
| Total liabilities | $844 | |
| Mortgages and other notes payable | $0 | |
| Other | $844 | |
| Total liabilities and net assets/fund balances | $2,475,201 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $320,173 |
| 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 | $3,386 |
| Total credits and payments | $5,137 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,599 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $3,538 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $1 |
| Tax due | $0 |
| Overpayment | $1,750 |
| Amount to be credited to 2013 estimated tax | $1,750 |
| 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 | $3,370,337 |
| Net value of noncharitable-use assets | $3,319,780 |
| Minimum investment return | $165,989 |
| Distributable Amount (for 2012) | |
| Distributable amount | $162,603 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $162,603 |
| 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 | Pfeiffer Nature Center And Foundation Inc | PO BOX 802, Portville, NY 14770-0802 | NY | 1999-01 | $75,209 |
| 2 | Pfeifler Family Foundation | 555 Park Avenue, New York, NY 10065-8166 | NY | 2005-06 | $147,955 |
| 3 | Pfi Housing Company Of Auburn Inc C | 149 Boyle Center, Auburn, NY 13021-4175 | NY | 1979-12 | $1,236,238 |
| 4 | Pfizer Foundation Inc | 235 E 42nd St, New York, NY 10017-5703 | NY | 1955-03 | $20,085,643 |
| 5 | Pfizer Patient Assistance Foundation Inc | 235 E 42nd St, New York, NY 10017-5703 | NY | 2008-03 | $684,480,441 |
| 6 | Pfp Realty Holding Company Inc | 19 E 34th St, New York, NY 10016-4304 | NY | $11,122,195 | |
| 7 | Pgjm Foundation Inc | 170 E End Ave Apt 9a, New York, NY 10128-7680 | NY | 1998-08 | $119,375 |
| 8 | Ph & S Property Management Inc | 4290 Middle Settlement Rd, New Hartford, NY 13413 | NY | 1998-12 | $0 |
| 9 | Phaedrus Foundation | C/O Peyser Alexander 500 5th Ave, New York, NY 10110 | NY | 1991-08 | $228,114 |
| 10 | Phagwah Parade & Festival Committee Inc | 127-07 102nd Ave, Richmond Hill, NY 11419 | NY | 2006-12 | $0 |
| 11 | Phalarope Foundation, Smith Adrienne & S P Davidson Ttees | 30 Rockefeller Plaza, New York, NY 10112-0015 | NY | 1993-06 | $399,821 |
| 12 | Pharmaceutical Microbiology Forum | 150 Parkway Dr, North Chili, NY 14514 | NY | 1999-03 | $0 |
| 13 | Pharmaceutical Society Of Orange County Inc | Foxfire Estates, Middletown, NY 10940 | NY | 1999-07 | $29,318 |
| 14 | Pharmacist Association Of The Southern Tier | C/O Gayle Klein 946 Ballyhack Road, Port Crane, NY 13833 | NY | 1998-01 | $15,429 |
| 15 | Pharmacists Association Of Western New York | 2005 Niagara Falls Blvd Ste 3, Amherst, NY 14228-3520 | NY | 1992-02 | $803,731 |
| 16 | Pharmacists Society Of The State Of New York | 210 Washington Ave Ext, Albany, NY 12203-6339 | NY | 1942-12 | $1,215,065 |
| 17 | Pharmacy Academic & Research Foundation, Rocco Giruzzi Ttee | 8365 Seneca Tpke, New Hartford, NY 13413-4957 | NY | 2001-06 | $47 |
| 18 | Pharmacy Society Of Rochester | 20 Paige Street, Rochester, NY 14619 | NY | 1984-01 | $0 |
| 19 | Phase Piggy Back Inc | 507 W 145th St, New York, NY 10031-5101 | NY | 1978-01 | $4,230,985 |
| 20 | Phelps Ambulance Inc | PO BOX 81, Phelps, NY 14532-0081 | NY | 2005-02 | $199,417 |
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