Bl Squared Foundation Tr, Bernstein Stanley Et Al Ttee in New York, 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
- Organizations performing similar types of work
| Bl Squared Foundation Tr, Bernstein Stanley Et Al Ttee | |
| Employer Identification Number (EIN) | 137104062 |
| Name of Organization | Bl Squared Foundation Tr |
| Secondary Name | Bernstein Stanley Et Al Ttee |
| Address | 10 East 40th Street, New York, NY 10016-0200 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $5,208,348 |
| Amount of Income | $234,343 |
| Form 990 Revenue Amount | $232,932 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: |
Non-representatives - add comments:
Amount of income in 2012: $234,343 (it was $139,543 in 2011)
| Bl Squared Foundation Tr, Bernstein Stanley Et Al Ttee: | $234,343 |
| Other organizations performing similar types of work: | $234,343 |
Assets in 2012: $5,208,348 (it was $5,712,632 in 2011)
| This organization: | $5,208,348 |
| Other organizations performing similar types of work: | $268,176 |
Expenses in 2012: $476,250
| This organization: | $476,250 |
| Other organizations performing similar types of work: | $152,289 |
Income to expenses ratio in 2012: 0.5
| This organization: | 0.5 |
| Other organizations performing similar types of work: | 1.5 |
Grants share in income in 2012: 0.0%
| Bl Squared Foundation Tr, Bernstein Stanley Et Al Ttee: | 0.0% |
| Other organizations performing similar types of work: | 0.2% |
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 | $232,932 | $20,947 | $20,003 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1,643 | |||
| Dividends and interest from securities | $19,304 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-944 | |||
| Other | $212,929 | |||
| Total expenses and disbursements | $476,250 | $1,274 | $0 | $466,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $10,250 | $1,274 | $0 | |
| Contributions, gifts, grants paid | $466,000 | |||
| Excess of revenue over expenses and disbursements | $-243,318 | |||
| Net investment income | $19,673 | |||
| Adjusted net income | $20,003 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $5,208,348 | $5,089,199 |
| Cash - non-interest-bearing | $830,471 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $119,653 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $4,180,145 | |
| Other | $78,079 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $5,208,348 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $212,929 |
| 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 | $393 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $393 |
| 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 | $5,360,000 |
| Net value of noncharitable-use assets | $5,279,600 |
| Minimum investment return | $263,980 |
| Distributable Amount (for 2012) | |
| Distributable amount | $263,587 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $263,587 |
| 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 | Ruderman Family Foundation | 2150 Washington St, Newton, MA 02462-1498 | MA | 1997-02 | $28,787,760 |
| 2 | The Rona Jaffe Foundation | 21 Wildwood Dr, Dix Hills, NY 11746-6039 | NY | 1995-04 | $9,036,824 |
| 3 | Dreams R Us Foundation, Pace Benedict G Et Al Ttee | 37 Valentine Rd, Shoreham, NY 11786-1243 | NY | 1995-12 | $6,807,211 |
| 4 | Andrew J Kirch Charitabel Tr Under Paragraph Seventh Of Will, Vazzana James G Co-Ttee | 5 S Fitzhugh St, Rochester, NY 14614-1413 | NY | 1995-03 | $505,184 |
| 5 | Joseph Novakoff Charitable Foundation, Novakoff Joseph Et Al Ttees | 208 Highland St, Weston, MA 02493-1112 | MA | 1995-03 | $387,012 |
| 6 | Acorn Foundation | 1160 S Michigan Ave Apt 3002, Chicago, IL 60605-3047 | IL | 1995-05 | $249,125 |
| 7 | Bl Squared Foundation Tr, Bernstein Stanley Et Al Ttee | 10 East 40th Street, New York, NY 10016-0200 | NY | 1997-02 | $234,343 |
| 8 | Marina P And Stephen E Kaufman Foundation | 277 Park Ave 47th Floor, New York, NY 10172-0003 | NY | 1997-02 | $229,967 |
| 9 | Stanley & Vivian Bernstein Foundation | 300 Trenor Dr, New Rochelle, NY 10804-3814 | NY | 1997-02 | $79,299 |
| 10 | Rosenwald Foundation Inc | 6 Forest Ln, Lawrence, NY 11559-1716 | NY | 1995-04 | $58,570 |
| 11 | Melly And Rochelle Lifshitz Charitable Tr, Lifshitz Menachem E & Daniel Ttee | 22 Auerbach Ln, Lawrence, NY 11559-2517 | NY | 1997-02 | $11,012 |
| 12 | A & T Philia Foundation | 87 Lochleven Ln, Inverness, IL 60067-4884 | IL | 1995-05 | $9,717 |
| 13 | S&k Liebhard Charitable Foundation Tr, Liebhard Sandy Et Al Ttee | 935 E 23rd St, Brooklyn, NY 11210-3621 | NY | 1997-02 | $18 |
| 14 | Robert Michael And Janet Marie Fike Foundation | 2146 W Madero Ave, Mesa, AZ 85202-6437 | AZ | 1995-03 | $1 |
| 15 | Rotary Club Of Waverly New York Foundation Inc | P O Box 717, Waverly, NY 14892 | NY | 1998-01 | $0 |
| 16 | The 25th Anniversary Foundation Inc | 1745 Broadway, New York, NY 10019-4305 | NY | 1990-05 | $0 |
| Number of organizations performing similar types of work | |||||||||
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| ||||||||
| Total | 16 | ||||||||
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