Samuel Lyon Charitable Remainder Annuity Trust Agreement in Louisville, Kentucky (KY)
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
| Samuel Lyon Charitable Remainder Annuity Trust Agreement | |
| Employer Identification Number (EIN) | 316651290 |
| Name of Organization | Samuel Lyon Charitable Remainder Annuity Trust Agreement |
| In Care of Name | Sheldon M Yoffe |
| Address | 712 Braeview Rd, Louisville, KY 40206-2990 |
| Subsection | Charitable Organization |
| Ruling Date | 04/2001 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $183,461 |
| Amount of Income | $26,341 |
| Form 990 Revenue Amount | $4,012 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Operating Foundations |
Non-representatives - add comments:
Amount of income in 2011: $26,341 (it was $50,789 in 2010)
| Samuel Lyon Charitable Remainder Annuity Trust Agreement: | $26,341 |
| Other organizations performing similar types of work: | $45,945 |
Assets in 2011: $183,461 (it was $192,090 in 2010)
| This organization: | $183,461 |
| Other organizations performing similar types of work: | $120,180 |
Expenses in 2011: $12,641
| Samuel Lyon Charitable Remainder Annuity Trust Agreement: | $12,641 |
| Other organizations performing similar types of work: | $39,714 |
Income to expenses ratio in 2011: 2.1
| Samuel Lyon Charitable Remainder Annuity Trust Agreement: | 2.1 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2011: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 2.2% |
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $4,012 | $4,341 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,341 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $12,641 | $1,496 | $0 | $11,145 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,141 | $1,496 | $645 | |
| Contributions, gifts, grants paid | $10,500 | |||
| Excess of revenue over expenses and disbursements | $-8,629 | |||
| Net investment income | $2,845 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $183,461 | $186,461 |
| Cash - non-interest-bearing | $752 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $82,857 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $99,852 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $183,461 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-329 |
| 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 | $57 |
| Total credits and payments | $20 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $18 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $2 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $37 |
| Amount to be credited to 2012 estimated tax | $0 |
| 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 | $201,634 |
| Net value of noncharitable-use assets | $198,600 |
| Minimum investment return | $9,930 |
| Distributable Amount (for 2011) | |
| Distributable amount | $9,873 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $9,873 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Carolands Foundation | 565 Remillard Dr, Hillsborough, CA 94010-6739 | CA | 2013-07 | $131,910,484 |
| 2 | Tom T East Sr & Alice K East & Alice H East & Robert C East Wildl | 200 Concord Plaza Suite 410, San Antonio, TX 78216-6943 | TX | 2008-04 | $97,626,236 |
| 3 | Willem De Kooning Foundation | 790 Madison Avenue, New York, NY 10065-6124 | NY | 2001-05 | $73,681,377 |
| 4 | Terra Foundation For American Art | 120 E Erie St, Chicago, IL 60611-3154 | IL | 2003-05 | $72,511,035 |
| 5 | Sapling Foundation | 250 Hudson St Rm 1002, New York, NY 10013-1434 | NY | 2014-08 | $55,063,271 |
| 6 | Mcfadden Foundation Inc | PO BOX 70519, Albany, GA 31708-0519 | GA | 2011-08 | $35,686,614 |
| 7 | The Caldwell Foundation | 2215 W Martin Luther King Jr Blvd, Tyler, TX 75702-2954 | TX | 1954-09 | $35,190,048 |
| 8 | Pussycat Foundation | 300 W 57 St Eve Burtonhearst Corp, New York, NY 10019 | NY | 2010-12 | $30,019,075 |
| 9 | Reckitt Benckiser Pharmaceuticals Patient Help Foundation, Rbp Patient Help Foundation | 10710 Midlothian Tpke Ste 430, Richmond, VA 23235-4759 | VA | 2012-09 | $29,989,187 |
| 10 | Turning Point For Autism Inc | 1044 Alta Vista Rd Box R, Louisville, KY 40205-1758 | KY | 2000-01 | $138,196 |
| 11 | The Samuel Lyon Charitable Foundation Inc | 712 Braeview Rd, Louisville, KY 40206-2990 | KY | 2001-04 | $83,123 |
| 12 | Tallgrass Farm Foundation Inc | 1279 Central Pike, Harrodsburg, KY 40330-9126 | KY | 2004-08 | $36,113 |
| 13 | Foundation For Older Adults Inc | 11530 Herrick Ln, Louisville, KY 40243-1375 | KY | 2008-07 | $34,996 |
| 14 | Samuel Lyon Charitable Remainder Annuity Trust Agreement | 712 Braeview Rd, Louisville, KY 40206-2990 | KY | 2001-04 | $26,341 |
| 15 | Friend Of Wickland Inc | 1 Court Sq Ste 102, Bardstown, KY 40004-1575 | KY | 2006-05 | $22,948 |
| 16 | The William H Rader Family Foundation Inc | PO BOX 457, Pineville, KY 40977-0457 | KY | 2002-04 | $600 |
| 17 | Janice Brown Ledford Scholarship Fund | 600 Leaf Ct, Ashland, KY 41101-5149 | KY | 2003-06 | $208 |
| 18 | Christian Walk Ministries Inc | 428 Southland Dr, Lexington, KY 40503-1827 | KY | 2010-05 | $1 |
| 19 | Museum Of Physical Security Inc | 1014 S Main St, Nicholasville, KY 40356-2154 | KY | 2008-04 | $1 |
| 20 | Young Family Foundation Inc | PO BOX 547, Goshen, KY 40026-0547 | KY | 2014-09 | $1 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 1,344 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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