Theodore E & Naomi Bitz Markthaler Foundation Inc in Newark, 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
- Other organizations in New Jersey
| Theodore E & Naomi Bitz Markthaler Foundation Inc | |
| Employer Identification Number (EIN) | 237150643 |
| Name of Organization | Theodore E & Naomi Bitz Markthaler Foundation Inc |
| In Care of Name | Edward Dreskin Esq |
| Address | 744 Broad St, Newark, NJ 07102-3802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1979 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $90,994 |
| Amount of Income | $1,615 |
| Form 990 Revenue Amount | $1,615 |
Non-representatives - add comments:
Revenue for 2011
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 | $1,615 | $1,615 | $966 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $966 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $649 | |||
| Total expenses and disbursements | $5,697 | $1,097 | $1,097 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,097 | $1,097 | $0 | |
| Contributions, gifts, grants paid | $4,600 | |||
| Excess of revenue over expenses and disbursements | $-4,082 | |||
| Net investment income | $518 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $90,994 | $78,965 |
| Cash - non-interest-bearing | $412 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $90,583 | |
| Total liabilities | $1,000 | |
| Mortgages and other notes payable | $0 | |
| Other | $1,000 | |
| Total liabilities and net assets/fund balances | $89,994 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $649 |
| 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 | $5 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $5 |
| 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 | $84,859 |
| Net value of noncharitable-use assets | $83,580 |
| Minimum investment return | $4,179 |
| Distributable Amount (for 2011) | |
| Distributable amount | $4,174 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $4,174 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $4,174 |
| 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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| Other organizations in New Jersey | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The@peter & Mary Russo Family Foundation Inc | 42 E 5th St, Surf City, NJ 08008 | NJ | 2002-07 | $1,188,466 |
| 2 | The@rev Dr Thomas A Litteer Foundation Trust, Litteer Thomas A Ttee | 133 Carriage Ln, Newton, NJ 07860-1938 | NJ | 1998-09 | $1,000 |
| 3 | The@robert L Wallace Jr And Jane B Wallace Foundation, Peapack-Gladstone Bank Ttee | PO BOX 7037, Bedminster, NJ 07921-7037 | NJ | 2003-12 | $273,946 |
| 4 | The@robert S And Star Pepper Foundation Inc | One Giralda Farms No 130, Madison, NJ 07940-1027 | NJ | 2002-07 | $1,112,797 |
| 5 | The@ronald & Nicolette Howard Foundation, Howard Ronald Ttee | Weinberg Cpa 155 Passaic Ave, Fairfield, NJ 07004 | NJ | 1997-06 | $1 |
| 6 | Theviola S Richardson Civic Association And Outreach Center | 239 Stegman Street, Jersey City, NJ 07305 | NJ | 2003-12 | $5,325 |
| 7 | Theater League Of Clifton Inc | 15 East Pkwy, Clifton, NJ 07014-1201 | NJ | 2010-07 | $42,591 |
| 8 | Thendara Mountain Club Inc | PO BOX 9193, Morristown, NJ 07963-9193 | NJ | 1942-11 | $24,251 |
| 9 | Theodora B Brown Scholarship Fund Inc | 2 El Dorado Way, Neptune, NJ 07753-3184 | NJ | 1996-06 | $233 |
| 10 | Theodore A Opdenaker Foundation | PO BOX 1501, Pennington, NJ 08534-0671 | NJ | 1997-10 | $279,287 |
| 11 | Theodore E & Naomi Bitz Markthaler Foundation Inc | 744 Broad St, Newark, NJ 07102-3802 | NJ | 1979-02 | $1,615 |
| 12 | Theta Xi Fraternity, 103 Gamma Chapter | 805 Castle Point Ter, Hoboken, NJ 07030-5970 | NJ | 1951-10 | $127,102 |
| 13 | Third Party Marketers Association Inc | 191 Clarksville Road, Princeton Junction, NJ 08550-5391 | NJ | 2009-03 | $84,063 |
| 14 | Thirty One Cuozzo St Inc | 7 Sanford Ave, Belleville, NJ 07109-1221 | NJ | 1993-04 | $22,751 |
| 15 | Thomas A And Joan M Holmes Foundation Inc | 301 S Pleasant Ave, Ridgewood, NJ 07450-5325 | NJ | 1987-08 | $79,481 |
| 16 | Thomas A Carnevali Jr Memorial Fund Inc | PO BOX 55015, Trenton, NJ 08638-6015 | NJ | 2009-03 | $68,944 |
| 17 | Thomas A Edison State College Foundation Inc | 101 W State St, Trenton, NJ 08608-1101 | NJ | 1978-10 | $6,729,279 |
| 18 | Thomas And Geralyn Neumann Foundation Tr | PO BOX 398, Saddle River, NJ 07458-0398 | NJ | 2002-04 | $2,000 |
| 19 | Thomas And Gertrude Tibstra Charitable Foundation | PO BOX 1501, Pennington, NJ 08534-0671 | NJ | 1985-01 | $2,906,350 |
| 20 | Thomas C & Maria M Mitchell Foundation, 72e74c10 | PO BOX 1501, Pennington, NJ 08534-0671 | NJ | 2002-02 | $920,831 |
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