Rosita & Philippe Weissberg Charitable Trust in New York, New York (NY)

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Rosita & Philippe Weissberg Charitable Trust
Employer Identification Number (EIN)527142501
Name of OrganizationRosita & Philippe Weissberg Charitable Trust
In Care of NameBluestar Llc
AddressC/O 55 East 59th Street 17th Fl, New York, NY 10022
SubsectionCharitable Organization
Ruling Date04/2001
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$500,000 to $999,999
Income$500,000 to $999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$766,033
Amount of Income$833,282
Form 990 Revenue Amount$19,314
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2012: $833,282 (it was $19,314 in 2011)
This organization: 

 $833,282
Other organizations performing similar types of work: 

 $97,434

Assets in 2012: $766,033 (it was $728,088 in 2011)
Rosita & Philippe Weissberg Charitable Trust: 

 $766,033
Other organizations performing similar types of work: 

 $303,611

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$19,314$19,314$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$14,986
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$4,328
Total expenses and disbursements$44,016$9,539$0$34,477
Compensation of officers, directors, trustees, etc.$21,042
Total operating and administrative expenses$34,421$9,539$24,882
Contributions, gifts, grants paid$9,595
Excess of revenue over expenses and disbursements$-24,702
Net investment income$9,775
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$728,088$756,883
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$713,524
Other$14,564
Total liabilities$3,000
Mortgages and other notes payable$0
Other$3,000
Total liabilities and net assets/fund balances$725,088
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$4,328
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$196
Total credits and payments$735
2011 estimated tax payments and 2010 overpayment credited to 2011$735
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
Overpayment$539
Amount to be credited to 2012 estimated tax$539
Statements Regarding Activities (for 2011)
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 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?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 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$787,752
Net value of noncharitable-use assets$775,940
Minimum investment return$38,797
Distributable Amount (for 2011)
Distributable amount$38,601
Undistributed Income (for 2011)
Distributable amount for 2011$38,601
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
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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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1The Leona M & Harry B Helmsley Charitable Trust230 Park Ave Rm 659, New York, NY 10169-0698NY2000-05$2,182,021,566
2Simons Foundation Inc160 5th Ave Fl 7, New York, NY 10010-7037NY1995-02$397,155,699
3Sidney E Frank Charitable Foundation20 Cedar St, New Rochelle, NY 10801-5247NY2006-06$260,872,317
4The Stanton Foundation1430 Broadway, New York, NY 10018-3308NY1991-09$101,261,241
5The Staten Island Foundation260 Christopher Lane Suite 3b, Staten Island, NY 10314-1607NY1999-04$60,687,015
6Himan Brown Charitable Tr, Richard L Kay Ttee7 Times Square, New York, NY 10036-6524NY2010-11$45,366,862
7Bader Family Foundation, Lars E Bader TteeC/O Flsv Llp, Garden City, NY 11530NY2010-04$32,642,249
8The Philanthropists Charity181 Beach 135th St, Belle Harbor, NY 11694-1303NY2008-08$30,831,562
9Aminoff Philanthropic Tr1 Burbury Ln, Great Neck, NY 11023-1307NY2011-02$27,110,049
10Timothy And Michele Barakett Foundation, Timothy R Barakett Ttee767 Fifth Ave, New York, NY 10153-0023NY2008-12$26,583,505
11Tansy Charitable Foundation, Eric Wepsic Ttee1166 Ave Of Americas 5th Fl, New York, NY 10036NY2010-08$26,261,572
122a Foundation Inc1375 Broadway Fl 21, New York, NY 10018-7001NY2010-06$26,243,014
13Stephen P Hanson Family Foundation Inc2109 Broadway Apt 1518, New York, NY 10023-2151NY2009-11$24,549,060
14Bradford Charitable Trust1481 47th St, Brooklyn, NY 11219-2635NY2010-03$20,866,667
15Three Little Pigs Foundation1060 Fifth Ave Apt 8b, New York, NY 10128-0104NY2004-07$20,807,344
16Claire Friedlander Family Foundation223 Wall St Num 441, Huntington, NY 11743-2060NY2010-04$19,150,820
17V&l Marx Foundation14 Brookline Rd, Scarsdale, NY 10583-6004NY2004-04$18,217,861
18George H Fearons Iii Charitable TrustPO BOX 1297, New York, NY 10008-1297NY2012-05$17,946,914
19John W And Jeanne M Rowe Foundation, Charitable FoundationPO BOX 15014, Albany, NY 12212-5014NY2012-06$17,768,419
20136 Fund919 Third Ave, New York, NY 10022-3902NY2010-08$17,706,918
Number of organizations performing similar types of work
Alaska25
Alabama192
Arkansas70
Arizona288
California2,416
Colorado378
Connecticut382
District of Columbia106
Delaware539
Florida1,396
Georgia456
Hawaii80
Iowa165
Idaho53
Illinois1,024
Indiana284
Kansas148
Kentucky156
Louisiana146
Massachusetts669
Maryland401
Maine82
Michigan596
Minnesota362
Missouri307
Mississippi62
Montana62
North Carolina519
North Dakota20
Nebraska159
New Hampshire72
New Jersey843
New Mexico87
Nevada190
New York2,482
Ohio691
Oklahoma217
Oregon198
Pennsylvania1,160
Rhode Island172
South Carolina161
South Dakota27
Tennessee240
Texas1,146
Utah259
Virginia453
Vermont52
Washington359
Wisconsin355
West Virginia66
Wyoming57
International34
Total20,864

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