Joseph C And Esther Foster Foundation Inc in Santa Fe, New Mexico (NM)
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 Mexico
| Joseph C And Esther Foster Foundation Inc | |
| Employer Identification Number (EIN) | 046114436 |
| Name of Organization | Joseph C And Esther Foster Foundation Inc |
| In Care of Name | Je Higham Pc |
| Address | 7 Avenida Vista Grande 160, Santa Fe, NM 87508-9198 |
| Activities | Gifts, grants, or loans to other organizations, Gifts or grants to individuals (other than scholarships), Other school related activities |
| Subsection | Charitable Organization |
| Ruling Date | 02/1964 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,487,849 |
| Amount of Income | $3,159,512 |
| Form 990 Revenue Amount | $198,828 |
Non-representatives - add comments:
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 | $311,786 | $311,786 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $38,860 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $243 | |||
| Other | $272,683 | |||
| Total expenses and disbursements | $220,771 | $67,445 | $0 | $132,500 |
| Compensation of officers, directors, trustees, etc. | $23,924 | |||
| Total operating and administrative expenses | $88,271 | $67,445 | $0 | |
| Contributions, gifts, grants paid | $132,500 | |||
| Excess of revenue over expenses and disbursements | $91,015 | |||
| Net investment income | $244,341 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,366,268 | $2,719,219 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,226,114 | |
| Investments-corporate bonds | $52,250 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $87,904 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,366,268 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $272,683 |
| 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 | $2,443 |
| Total credits and payments | $2,680 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,680 |
| 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 | $0 |
| Overpayment | $237 |
| Amount to be credited to 2013 estimated tax | $237 |
| 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 | $2,763,066 |
| Net value of noncharitable-use assets | $2,721,620 |
| Minimum investment return | $136,081 |
| Distributable Amount (for 2012) | |
| Distributable amount | $133,638 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $133,638 |
| 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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| Other organizations in New Mexico | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Jmec Foundation | PO BOX 128, Espanola, NM 87532-0128 | NM | 1969-06 | $971 |
| 2 | Joe And Charlyne Sisler Foundation | PO BOX 2019, Clovis, NM 88102-2019 | NM | 2008-01 | $1 |
| 3 | John G Bourne Foundation | 324 Paseo De Peralta, Santa Fe, NM 87501-1861 | NM | 2000-01 | $2,840 |
| 4 | John R Oishei Consolidated Tr 01091998, Warren Robert Ttee | 3116 Vista Sandia, Santa Fe, NM 87506-8526 | NM | $19,717,368 | |
| 5 | John R Oishei Consolidated Tr 04252001, Warren Robert Ttee | 3116 Vista Sandia, Santa Fe, NM 87506-8526 | NM | $3,389,659 | |
| 6 | John Y Helm And Willie Mae Helm Scholarship Fund | PO BOX 609, Santa Fe, NM 87504-0609 | NM | 1997-12 | $234,377 |
| 7 | Johns Family Foundation | 1311 Tijeras Ave Nw, Albuquerque, NM 87102-2882 | NM | 1987-03 | $310,126 |
| 8 | Joint Apprenticeship & Training Com Mittee-Electrical Industry Bldg | 4501 Montbel Pl Ne, Albuquerque, NM 87107-6817 | NM | 1977-07 | $51,463 |
| 9 | Jonahs House Food Pantry Inc | 312 W Stevens St, Carlsbad, NM 88220 | NM | 2001-07 | $313,783 |
| 10 | Jornada Elementary Pto | 3400 Elks Dr, Las Cruces, NM 88005-1120 | NM | 2003-11 | $89,362 |
| 11 | Joseph C And Esther Foster Foundation Inc | 7 Avenida Vista Grande 160, Santa Fe, NM 87508-9198 | NM | 1964-02 | $3,159,512 |
| 12 | Journeys Day Program Inc | 4009 Tracy St Ne, Albuquerque, NM 87111-4026 | NM | 2005-10 | $2,527,497 |
| 13 | Journeys In Film | 50 Sandia Ln, Placitas, NM 87043-9202 | NM | 2004-06 | $129,700 |
| 14 | Juarez Missions Inc | 10211 Montgomery Ne Apt No 9, Albuquerque, NM 87111 | NM | 2004-06 | $27,771 |
| 15 | Jubilados Corporation | PO BOX 23165, Santa Fe, NM 87502-3165 | NM | 1998-06 | $7,524 |
| 16 | Julian Wencel Rymar Foundation | 815 Camino Del Poniente Box 24, Santa Fe, NM 87505-2875 | NM | 1969-07 | $131,790 |
| 17 | Junior Achievement Of New Mexico Inc | 4700 Lincoln Road Ne, Albuquerque, NM 87109-2323 | NM | 1994-05 | $288,031 |
| 18 | Junior League Of Albuquerque Inc | 3900 Osuna Rd Ne Suite 128, Albuquerque, NM 87109-4459 | NM | 1952-05 | $107,640 |
| 19 | Junior League Of Las Cruces Inc | PO BOX 7923, Las Cruces, NM 88006 | NM | 1992-08 | $21,982 |
| 20 | Justice Access Support And Solutions For Health | 1608 Isleta Blvd Sw, Albuquerque, NM 87105-4634 | NM | 2009-06 | $1,032,711 |
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