Ashner Family Evergreen Foundation in Jericho, New York (NY)
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 York
Ashner Family Evergreen Foundation | |
Employer Identification Number (EIN) | 010772925 |
Name of Organization | Ashner Family Evergreen Foundation |
In Care of Name | Susan M Ashner |
Address | 2 Jericho Plaza Wing A Ste 111, Jericho, NY 11753 |
Subsection | Charitable Organization |
Ruling Date | 04/2003 |
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 | $3,496,365 |
Amount of Income | $2,518,052 |
Form 990 Revenue Amount | $1,375,328 |
National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
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 | $2,498,923 | $177,736 | $0 | |
Contributions, gifts, grants, etc., received | $2,322,440 | |||
Interest on savings and temporary cash investments | $953 | |||
Dividends and interest from securities | $175,806 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $-427 | |||
Other | $151 | |||
Total expenses and disbursements | $1,874,946 | $0 | $0 | $1,835,720 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $39,226 | $0 | $0 | |
Contributions, gifts, grants paid | $1,835,720 | |||
Excess of revenue over expenses and disbursements | $623,977 | |||
Net investment income | $177,736 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $3,520,551 | $3,522,687 |
Cash - non-interest-bearing | $47,464 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $3,327,659 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $72,300 | |
Other | $73,128 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $3,520,551 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $151 |
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 | $3,555 |
Total credits and payments | $1,800 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,800 |
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 | $1,755 |
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? | 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 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 | $3,194,260 |
Net value of noncharitable-use assets | $3,146,340 |
Minimum investment return | $157,317 |
Distributable Amount (for 2012) | |
Distributable amount | $153,762 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $153,762 |
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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Id | Name | Address | State | Established | Total Income |
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1 | Asher B Edelman Foundation Inc | 136 East 74th Street, New York, NY 10021 | NY | 1977-10 | $1 |
2 | Asher B Edelman Tr Fbo Edelman Foundation, Edelman Asher B & Burton Lehman | 136 East 74th Street, New York, NY 10021 | NY | 1990-05 | $160 |
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4 | Ashford Hollow Foundation For The Visual Performing Arts, Griffis Sculpture Park | 28 Essex St, Buffalo, NY 14213-2332 | NY | 1968-06 | $223,119 |
5 | Ashken Family Charitable Foundation Inc | 555 Theodore Fremd Ave, Rye, NY 10580-1451 | NY | 2006-01 | $3,095,722 |
6 | Ashkin Family Foundation Inc | 300 Jericho Quadrangle, Jericho, NY 11753-2704 | NY | 1998-07 | $811,374 |
7 | Ashlar Charities Ltd | 2543 State Route 40n, Greenwich, NY 12834 | NY | 1996-04 | $3,531 |
8 | Ashley And Sierra Memorial Scholarship Fund Inc | C/O Rouis And Collp, Wurtsboro, NY 12790 | NY | 2005-03 | $5,908 |
9 | Ashley Family Foundation Inc | 700 Powers Bldg, Rochester, NY 14614-1601 | NY | 1997-05 | $347,508 |
10 | Ashley Rose Foundation | 34 Club Drive, Massapequa, NY 11758 | NY | 1997-12 | $-4,108 |
11 | Ashner Family Evergreen Foundation | 2 Jericho Plaza Wing A Ste 111, Jericho, NY 11753 | NY | 2003-04 | $2,518,052 |
12 | Ashreinu | 1813 E 19th St, Brooklyn, NY 11229-3505 | NY | 1989-10 | $70,580 |
13 | Ashville Free Library | 8 N Maple Ave, Ashviile, NY 14710 | NY | 1962-06 | $40,894 |
14 | Ashwini & Anita Gupta Foundation Inc | 101 West 67th Street, New York, NY 10023-5906 | NY | 2002-10 | $2,284 |
15 | Asia Catalyst Inc | 1270 Broadway, New York, NY 10001-3211 | NY | 2007-07 | $816,113 |
16 | Apicha Community Health Center | 400 Broadway, New York, NY 10013-3698 | NY | 1993-05 | $8,199,660 |
17 | Asian America Voice Inc | 156 E 38th St, New York, NY 10016-2622 | NY | 2003-04 | $5,000 |
18 | Asian American Activity Center Inc | PO BOX 130404, New York, NY 10013-0995 | NY | 2006-10 | $500 |
19 | Asian American Arts Alliance | 339 Lafayette St 3rd Floor, New York, NY 10012-2723 | NY | 1995-02 | $348,161 |
20 | Asian American Arts Center Inc | 111 Norfolk St, New York, NY 10002-3389 | NY | 1976-05 | $32,094 |
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