Walrath Family Foundation in New York, New York (NY)

Organization representatives - add corrected or new information about Walrath Family Foundation »

Non-representatives - add comments about Walrath Family Foundation»

Walrath Family Foundation
Employer Identification Number (EIN)261317389
Name of OrganizationWalrath Family Foundation
In Care of NameTorella & Assoc
AddressC/O Torella Assoc 165 Madison Ave, New York, NY 10016
SubsectionCharitable Organization
Ruling Date07/2009
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2011
Assets$1,000,000 to $4,999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$4,876,274
Amount of Income$184,600
Form 990 Revenue Amount$78,669
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified)

Non-representatives - add comments:


Your IP address will be logged.

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$78,669$78,669$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$16,895
Dividends and interest from securities$51,441
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$348,566$17,136$0$240,237
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$112,816$17,136$4,487
Contributions, gifts, grants paid$235,750
Excess of revenue over expenses and disbursements$-269,897
Net investment income$61,533
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$4,876,274$4,926,749
Cash - non-interest-bearing$189,896
Investments-U.S. and state government obligations$0
Investments-corporate stock$2,221,378
Investments-corporate bonds$0
Investments-mortgage loans$0
Total liabilities$1
Mortgages and other notes payable$0
Total liabilities and net assets/fund balances$4,876,274
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$10,333
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$615
Total credits and payments$1,500
2011 estimated tax payments and 2010 overpayment credited to 2011$0
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$1,500
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$15
Amount to be credited to 2012 estimated tax$870
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$5,386,977
Net value of noncharitable-use assets$5,306,180
Minimum investment return$265,309
Distributable Amount (for 2011)
Distributable amount$264,694
Undistributed Income (for 2011)
Distributable amount for 2011$264,694
Undistributed income for 2011. This amount must be distributed in 2012$1,077
Private Operating Foundations (for 2011)
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!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated


Your Review

Would you recommend Walrath Family Foundation to others? (optional)
Add photo of Walrath Family Foundation (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in New York
IdNameAddressStateEstablishedTotal Income
1Waldorf Family Foundation Inc17 Beach Dr, Huntington, NY 11743-9769NY1994-02$61,434
2Wall Street Alphas Charitablefoundation Inc3465 Colony Dr, Baldwin, NY 11510-5117NY2006-08$47,656
3Wall Street Rising Corp111 West 57th St - 16th Floor, New York, NY 10019NY2001-11$410
4Wall Street Tax Association IncC/Oodllp 665 Fifth Avenue, New York, NY 10022NY1975-04$91,200
5Wall Street Tax Educational CorporationC/Oodllp 665 Fifth Avenue, New York, NY 10022NY1993-03$118,209
6Wallace Family FoundationPO BOX 247, Bedford Hills, NY 10507-0247NY1992-09$996
7Wallkill Housing Development Co Of Carpenters & Joiners Local 964 Inc4 Executive Blvd, Suffern, NY 10901-4173NY1986-01$793,152
8Wallkill Public LibraryPO BOX C, Wallkill, NY 12589-0258NY1995-06$303,624
9Wallkill Senior Housing Development Fund Company Inc35 Senior Way, Middletown, NY 10940-2954NY1996-12$85,904
10Wallkill Volunteer Ambulance Corp IncPO BOX 221, Wallkill, NY 12589-0221NY1967-08$84,239
11Walrath Family FoundationC/O Torella Assoc 165 Madison Ave, New York, NY 10016NY2009-07$184,600
12Walsh Family Foundation Inc2 Manhattanville Rd Ste 403, Purchase, NY 10577-2118NY1998-07$165,316
13Walter And Clitheroe Engel Charitable Foundation Trust10 Daisy Ln, Poughkeepsie, NY 12603-3204NY2003-09$1
14Walter And Mary Catherine Scott FoundationC/O Bessemer Trust 630 Fifth Ave No, New York, NY 10111NY2002-02$3,146,637
15Walter E Dickinson Art 4 Tr 149810 Uw Fbo, University Of MassachusettsTwo Court Sq 8th Fl, Long Island City, NY 11101-4356NY1982-09$20,579
16Walter E Dickinson Art 5 Tr 149811 Uw Fbo, University Of MassachusettsTwo Court Sq 8th Fl, Long Island City, NY 11101-4356NY1982-09$20,026
17Walter Hoving Home IncPO BOX 194, Garrison, NY 10524-0194NY1974-02$2,091,999
18Walter Kaner Childrens Foundation Inc17514 Mayfield Rd, Jamaica, NY 11432-2140NY1975-04$103,979
19Walter M Matthews & John M Sheehan Metal Lathers Loc 46 Schlrshp Fund, T260 East 78th Street, New York, NY 10075-2037NY1967-12$272,915
20Walton Cemetery Association, Laura SchererPO BOX 122, Walton, NY 13856-0122NY1940-11$579,376

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Walrath Family Foundation and has no official or unofficial affiliation with Walrath Family Foundation