Charlpeg Foundation Inc in Purchase, 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
| Charlpeg Foundation Inc | |
| Employer Identification Number (EIN) | 136076805 |
| Name of Organization | Charlpeg Foundation Inc |
| In Care of Name | Meyer Handelman Co |
| Address | PO BOX 817, Purchase, NY 10577-0817 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1960 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 10/2012 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $463,347 |
| Amount of Income | $160,619 |
| Form 990 Revenue Amount | $74,584 |
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 | $81,262 | $104,035 | $0 | |
| Contributions, gifts, grants, etc., received | $56,230 | |||
| Interest on savings and temporary cash investments | $5 | |||
| Dividends and interest from securities | $16,016 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $9,011 | |||
| Total expenses and disbursements | $69,177 | $0 | $0 | $67,096 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $3,127 | $0 | $1,046 | |
| Contributions, gifts, grants paid | $66,050 | |||
| Excess of revenue over expenses and disbursements | $12,085 | |||
| Net investment income | $104,035 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $463,347 | $667,427 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $355,640 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $107,707 | |
| Total liabilities | $81 | |
| Mortgages and other notes payable | $0 | |
| Other | $81 | |
| Total liabilities and net assets/fund balances | $463,266 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $9,011 |
| 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 | $2,081 |
| Total credits and payments | $2,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,000 |
| 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 | $81 |
| 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 | $601,396 |
| Net value of noncharitable-use assets | $592,380 |
| Minimum investment return | $29,619 |
| Distributable Amount (for 2012) | |
| Distributable amount | $27,538 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $27,538 |
| 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 York | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Charlotte & Joseph Gardner Foundation Inc | 230 West 41st Street, New York, NY 10036-7207 | NY | 1981-03 | $114,472 |
| 2 | Charlotte A Koch Foundation | 711 Third Avenue, New York, NY 10017-4014 | NY | 1985-08 | $1,531 |
| 3 | Charlotte And Edward Wheeler Foundation Inc | 630 Fifth Ave, New York, NY 10111-0100 | NY | 1987-07 | $1,124,314 |
| 4 | 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 |
| 5 | Charlotte Cunneen Hacket Charitable Tr | 95 Washington St Atrium 1n, Buffalo, NY 14203-3006 | NY | 1972-06 | $289,369 |
| 6 | 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 |
| 7 | Charlotte L Rohrbach Tr Ua | 1100 Wehrle Drive 2nd Floor, Buffalo, NY 14221-7748 | NY | 2001-10 | $63,389 |
| 8 | Charlotte R & Kermit H Elfner Tr | 1100 Wehrle Dr 2nd Fl, Amherst, NY 14221-7748 | NY | $37,504 | |
| 9 | Charlotte Social Club Inc | 429 River St, Rochester, NY 14612-4739 | NY | 1973-11 | $117,810 |
| 10 | Charlotte Youth Athletic Association | Po Box 12524, Rochester, NY 14612 | NY | 2002-06 | $34,512 |
| 11 | Charlpeg Foundation Inc | PO BOX 817, Purchase, NY 10577-0817 | NY | 1960-01 | $160,619 |
| 12 | Charlton Historical Society | 18 Cortland Drive, Charlton, NY 12019-2644 | NY | 1995-03 | $0 |
| 13 | Charlton Snowmobile Club Inc | PO BOX 305, Burnt Hills, NY 12027-0305 | NY | 2008-12 | $90,383 |
| 14 | Charna Perpetual Tzdakah Fund | C/O B Lane 709 Westchester Ave No, White Plains, NY 10604 | NY | 1983-07 | $20,000 |
| 15 | Charna Radbell Private Foundation, Radbell Lawrence Ttee | 134 Harborview S, Lawrence, NY 11559-1908 | NY | 2002-05 | $726,472 |
| 16 | Charosa Foundation Corporation | Po Box 110279, Jamaica, NY 11411-0279 | NY | 1985-02 | $77,030 |
| 17 | Charter Cities | 7 E Bth St 331, New York, NY 10003 | NY | 2009-09 | $102,567 |
| 18 | Charter School For Applied Technologies | 2303 Kenmore Ave, Buffalo, NY 14207 | NY | 2002-07 | $23,088,212 |
| 19 | Charter School Of Educational Excellence | 22 W 19th Street 9th Floor, New York, NY 10011-4204 | NY | 2006-04 | $10,006,729 |
| 20 | Chartered Life Underwriters Association Inc, Buffalo Chapter Of The Financial Service Professionals | Po Box 536, Amherst, NY 14226 | NY | 1967-02 | $22,515 |
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