Philip And Roberta Puschel 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
| Philip And Roberta Puschel Foundation | |
| Employer Identification Number (EIN) | 133949073 |
| Name of Organization | Philip And Roberta Puschel Foundation |
| In Care of Name | Putney Twombly Hall & Hirson |
| Address | 79 Madison Ave 16th Flr Ste Tax, New York, NY 10016-7802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| 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 | $1,014,366 |
| Amount of Income | $116,451 |
| Form 990 Revenue Amount | $44,498 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Philanthropy, Voluntarism, and Grantmaking Foundations (Not Elsewhere Classified) |
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 | $20,146 | $29,308 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $7 | |||
| Dividends and interest from securities | $29,301 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $43,760 | $13,530 | $0 | $30,230 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $13,760 | $13,530 | $230 | |
| Contributions, gifts, grants paid | $30,000 | |||
| Excess of revenue over expenses and disbursements | $-23,614 | |||
| Net investment income | $15,778 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,014,366 | $1,075,511 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $985,948 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $28,418 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,014,366 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-9,162 |
| 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 | $316 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $316 |
| 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 | $1,073,697 |
| Net value of noncharitable-use assets | $1,057,600 |
| Minimum investment return | $52,880 |
| Distributable Amount (for 2012) | |
| Distributable amount | $52,564 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $52,564 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $50,277 |
| 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 | Phi Sigma Kappa, 103 Gamma Chapter House Association | 4190 E Upland Rd, Ithaca, NY 14850 | NY | 1945-08 | $135,355 |
| 2 | Phi Sigma Kappa, 175 Gamma Tetarton Alumni Psk | PO BOX 1379, Troy, NY 12181-1379 | NY | 1940-12 | $111,888 |
| 3 | Phi Sigma Sigma Inc, Pi Chapter | 1003 Walnut Ave, Syracuse, NY 13210-2429 | NY | 1946-05 | $282,649 |
| 4 | Phil Zwickler Charitable & Memorial Foundation Tr, Caren Levine Ttee | 399 Park Avenue, New York, NY 10022-4614 | NY | 1993-03 | $64,337 |
| 5 | Philanthropic Ventures Holding Corporation | 420 Fifth Avenue, New York, NY 10018 | NY | 1999-08 | $9,106 |
| 6 | Philanthropy New York Inc, Philanthropy New York | 79 Fifth Avenue Fourth Floor, New York, NY 10003-3034 | NY | 1980-02 | $4,847,421 |
| 7 | Philene Foundation | C/O Julie Herzig 170 East 93rd, New York, NY 10128 | NY | 2000-02 | $643,576 |
| 8 | Philharmonia Erede Inc | 400 W 43rd St Apt 37n, New York, NY 10036-6315 | NY | 1974-11 | $1 |
| 9 | Philip & Lynn Straus Foundation Inc | 1037 Constable Dr S, Mamaroneck, NY 10543-4702 | NY | 1958-12 | $3,011,834 |
| 10 | Philip And Dorothy Hirth Foundation | PO BOX 467, Cedarhurst, NY 11516-0467 | NY | 1997-08 | $124,100 |
| 11 | Philip And Roberta Puschel Foundation | 79 Madison Ave 16th Flr Ste Tax, New York, NY 10016-7802 | NY | 1997-07 | $116,451 |
| 12 | Philip Birnbaum Foundation Inc, Last Will & Test Of Philip Birnbaum | C/O Lipsky Goodkin 120 W 45th St No, New York, NY 10036 | NY | $11,631 | |
| 13 | Philip E Potter Foundation | 6 Ford Ave, Oneonta, NY 13820-1818 | NY | 1974-04 | $494,668 |
| 14 | Philip J Spincola Memorial Childrens Fund Inc | 88 Luquer Rd, Manhasset, NY 11030-1016 | NY | 2000-07 | $144 |
| 15 | Philip Lehman Foundation Inc | 477 Madison Ave, New York, NY 10022-5802 | NY | 1946-07 | $43,137 |
| 16 | Philip M And Jane Lewis Corwin Foundation | 5151 Rockledge Dr, Clarence, NY 14031-2441 | NY | 2007-04 | $94,022 |
| 17 | Philip M Waterman Foundation Inc | 1100 Park Ave, New York, NY 10128-1202 | NY | 1954-08 | $55,090 |
| 18 | Philip S Mcdonald Police Benevolent Association Inc | 301 N James St, Rome, NY 13440-5117 | NY | 1981-03 | $91,964 |
| 19 | Philippa V Weismann Family Foundation, Philippa V Weismann Ttee | 115 Central Park W Apt 8fe, New York, NY 10023-4198 | NY | 2009-01 | $1,562,296 |
| 20 | Philippe And Deborah Dauman Foundation | 121 E 65th St, New York, NY 10065-7006 | NY | 2000-07 | $23,690,644 |
Organization representatives - add corrected or new information about Philip And Roberta Puschel Foundation »
Non-representatives - add comments about Philip And Roberta Puschel Foundation»