Appelbaum-Kahn Foundation, Emerling Susan C Ttee in Hazlet, New Jersey (NJ)
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
- Organizations performing similar types of work
| Appelbaum-Kahn Foundation, Emerling Susan C Ttee | |
| Employer Identification Number (EIN) | 957043271 |
| Name of Organization | Appelbaum-Kahn Foundation |
| Secondary Name | Emerling Susan C Ttee |
| In Care of Name | Connolly Switaj & Co Llp |
| Address | 100 Village Ct, Hazlet, NJ 07730-1548 |
| Subsection | Charitable Organization |
| Ruling Date | 03/1999 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 10/2012 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $786,002 |
| Amount of Income | $61,065 |
| Form 990 Revenue Amount | $14,072 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2012: $61,065 (it was $72,297 in 2011)
| Appelbaum-Kahn Foundation, Emerling Susan C Ttee: | $61,065 |
| Other organizations performing similar types of work: | $103,138 |
Assets in 2012: $786,002 (it was $811,019 in 2011)
| Appelbaum-Kahn Foundation, Emerling Susan C Ttee: | $786,002 |
| Other organizations performing similar types of work: | $338,623 |
Expenses in 2012: $74,503
| Appelbaum-Kahn Foundation, Emerling Susan C Ttee: | $74,503 |
| Other organizations performing similar types of work: | $46,867 |
Income to expenses ratio in 2012: 0.8
| This organization: | 0.8 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 79.6% |
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 | $42,486 | $42,486 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $3 | |||
| Dividends and interest from securities | $41,062 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,421 | |||
| Total expenses and disbursements | $74,503 | $3,103 | $0 | $71,400 |
| Compensation of officers, directors, trustees, etc. | $26,000 | |||
| Total operating and administrative expenses | $29,003 | $3,103 | $25,900 | |
| Contributions, gifts, grants paid | $45,500 | |||
| Excess of revenue over expenses and disbursements | $-32,017 | |||
| Net investment income | $39,383 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $786,002 | $840,668 |
| Cash - non-interest-bearing | $2,805 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $783,197 | |
| Total liabilities | $7,000 | |
| Mortgages and other notes payable | $0 | |
| Other | $7,000 | |
| Total liabilities and net assets/fund balances | $779,002 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,421 |
| 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 | $394 |
| Total credits and payments | $155 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $155 |
| 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 | $239 |
| 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? | Yes |
| 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 | $844,658 |
| Net value of noncharitable-use assets | $831,980 |
| Minimum investment return | $41,599 |
| Distributable Amount (for 2012) | |
| Distributable amount | $41,205 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $41,205 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | John And Polly Sparks Foundation | PO BOX 1501, Pennington, NJ 08534-0671 | NJ | 2012-04 | $44,167,136 |
| 2 | Westerman Foundation | PO BOX 1501, Pennington, NJ 08534-0671 | NJ | 2001-06 | $21,569,257 |
| 3 | Breakthrough Prize In Life Sciences Foundation | 99 Wood Avenue South, Iselin, NJ 08830-2734 | NJ | 2014-07 | $18,000,000 |
| 4 | Tiffany & Co Foundation | 15 Sylvan Way, Parisppany, NJ 07054-3805 | NJ | 2000-03 | $11,788,044 |
| 5 | Kronthal Family Foundation Inc | 150 Hartshorn Dr, Short Hills, NJ 07078-1613 | NJ | 2013-11 | $10,048,522 |
| 6 | Sadove Family Foundation | PO BOX 1501, Pennington, NJ 08534-0671 | NJ | 2007-12 | $8,927,778 |
| 7 | The Scire Family Foundation Inc | 868 Navesink River Rd, Locust, NJ 07760-2328 | NJ | 2000-07 | $5,836,314 |
| 8 | Tamara L Harris Foundation Inc | 105 Grove St Ste 9, Montclair, NJ 07042-4053 | NJ | 2011-12 | $5,588,795 |
| 9 | Elsa And Peter Soderberg Charitable Foundation Inc | PO BOX 1501, Pennington, NJ 08534-0671 | NJ | 2012-09 | $5,358,534 |
| 10 | Claudio And Penny Pincus Foundation | 133 Blackburn Rd, Summit, NJ 07901-2301 | NJ | 2010-04 | $5,072,534 |
| 11 | Charles P Townsend Family Foundation, C P Townsend Iii Ttee | PO BOX 1501, Pennington, NJ 08534-0671 | NJ | 2010-06 | $4,975,573 |
| 12 | Jay And Linda Grunin Foundation Inc | 1027 Hooper Ave Ste 1, Toms River, NJ 08753-8363 | NJ | 2012-02 | $4,640,715 |
| 13 | Bacchetta Foundation | 2 Princess Rd Ste 2h, Lawrenceville, NJ 08648-2320 | NJ | 2012-02 | $4,484,822 |
| 14 | Foundation For Excellence In Higher Education Inc | 16 Stockton St, Princeton, NJ 08540-6813 | NJ | 2014-05 | $4,350,154 |
| 15 | Irma Chadbourne Charitable Tr | 1300 Merrill Lynch Dr, Pennington, NJ 08534-4124 | NJ | 2014-09 | $4,202,941 |
| 16 | Vanech Family Foundation | 67 Park Pl E, Morristown, NJ 07960-7105 | NJ | 2004-07 | $4,026,916 |
| 17 | Stanleys Garden Foundation, Kathy Leventhal Ttee | 47 Essex Dr, Tenafly, NJ 07670-2303 | NJ | 2008-06 | $3,960,900 |
| 18 | The Blue Foundation | PO BOX 1501, Pennington, NJ 08534-0671 | NJ | 2010-11 | $3,918,232 |
| 19 | Avalo Foundation Inc, Attn Matt Fountain | Merrill Lynch Trust Co 100 Campus, Florham Park, NJ 07932 | NJ | 2010-08 | $3,868,895 |
| 20 | Maccready Family Foundation | PO BOX 1501, Pennington, NJ 08534-0671 | NJ | 2010-04 | $3,652,686 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 20,448 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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