Charlotte A Koch Foundation 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
- Other organizations in New York
| Charlotte A Koch Foundation | |
| Employer Identification Number (EIN) | 133276467 |
| Name of Organization | Charlotte A Koch Foundation |
| Address | 711 Third Avenue, New York, NY 10017-4014 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1985 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2011 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $24,000 |
| Amount of Income | $1,531 |
| Form 990 Revenue Amount | $1,531 |
Non-representatives - add comments:
Revenue for 2011
Expenses 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 | $1,531 | $23,153 | $1,531 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $14 | |||
| Dividends and interest from securities | $1,517 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $87,345 | $7,345 | $7,345 | $80,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $7,345 | $7,345 | $0 | |
| Contributions, gifts, grants paid | $80,000 | |||
| Excess of revenue over expenses and disbursements | $-85,814 | |||
| Net investment income | $15,808 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $24,000 | $24,000 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $24,000 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $24,000 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| 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 | $158 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $158 |
| 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 | $8,915 |
| Net value of noncharitable-use assets | $8,780 |
| Minimum investment return | $439 |
| Distributable Amount (for 2011) | |
| Distributable amount | $281 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $281 |
| 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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| Other organizations in New York | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Charles Thorwell Foundation | PO BOX 209, Wurtsboro, NY 12790-0209 | NY | 2002-06 | $290,361 |
| 2 | Charles V Mcadam Jr Charitable Foundation Inc | 317 Madison Ave Rm 707, New York, NY 10017-5261 | NY | 1998-08 | $97,572 |
| 3 | Charles V Schelke Trust Uw 140764 Fbo Dorothy Sipple Cummings Et Al, 40-15c022214768 | Two Court Sq 8th Fl, Long Island City, NY 11101-4356 | NY | $33 | |
| 4 | Charles W Cushman Trust 944, Marine Midland Trust Co | 160 Main St, Oneida, NY 13421-1629 | NY | $149,261 | |
| 5 | Charles W Diehl Jr Ta Charitable Remainder Unitrust | 1100 Wehrle Drive 2nd Floor, Buffalo, NY 14221-7748 | NY | 2008-06 | $479,002 |
| 6 | Charlie Rose Foundation Inc | PO BOX 55, Millwood, NY 10546-0055 | NY | 1999-12 | $18 |
| 7 | Charlies Champions Foundation | 58 3rd St, Garden City, NY 11530-4312 | NY | 2006-03 | $140,453 |
| 8 | Charlotte & Arthur Zitrin Foundation | 56 Ruxton Rd, Great Neck, NY 11023-1529 | NY | 1993-03 | $9,198,713 |
| 9 | Charlotte & Harry Katz Foundation Inc | 7619 171st St, Flushing, NY 11366-1418 | NY | 1996-01 | $1,375,325 |
| 10 | Charlotte & Joseph Gardner Foundation Inc | 230 West 41st Street, New York, NY 10036-7207 | NY | 1981-03 | $114,472 |
| 11 | Charlotte A Koch Foundation | 711 Third Avenue, New York, NY 10017-4014 | NY | 1985-08 | $1,531 |
| 12 | Charlotte And Edward Wheeler Foundation Inc | 630 Fifth Ave, New York, NY 10111-0100 | NY | 1987-07 | $1,124,314 |
| 13 | Charlotte And Henry G Stifel Foundation, Stifel Henry G Etal Ttee | 150 Broadway Rm 1212, New York, NY 10038-4328 | NY | 2001-07 | $443,768 |
| 14 | Charlotte Cunneen Hacket Charitable Tr | 95 Washington St Atrium 1n, Buffalo, NY 14203-3006 | NY | 1972-06 | $289,369 |
| 15 | Charlotte K Townsend Trust Uw Fbo Womens Club Of Leroy 12-2-0176-0 | C/O Nbt Bank Na 52 South Broad S, Norwich, NY 13815 | NY | 1972-06 | $131 |
| 16 | Charlotte L Rohrbach Tr Ua | 1100 Wehrle Drive 2nd Floor, Buffalo, NY 14221-7748 | NY | 2001-10 | $63,389 |
| 17 | Charlotte R & Kermit H Elfner Tr | 1100 Wehrle Dr 2nd Fl, Amherst, NY 14221-7748 | NY | $37,504 | |
| 18 | Charlotte Social Club Inc | 429 River St, Rochester, NY 14612-4739 | NY | 1973-11 | $117,810 |
| 19 | Charlotte Youth Athletic Association | Po Box 12524, Rochester, NY 14612 | NY | 2002-06 | $34,512 |
| 20 | Charlpeg Foundation Inc | PO BOX 817, Purchase, NY 10577-0817 | NY | 1960-01 | $160,619 |
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