Effron Family Foundation Inc in White Plains, 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
Effron Family Foundation Inc | |
Employer Identification Number (EIN) | 061531012 |
Name of Organization | Effron Family Foundation Inc |
In Care of Name | Barry J Effron |
Address | 1 Clifton Ln, White Plains, NY 10605-4707 |
Subsection | Charitable Organization |
Ruling Date | 01/1999 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $100,000 to $499,999 |
Income | $1 to $9,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $138,130 |
Amount of Income | $4,528 |
Form 990 Revenue Amount | $5,785 |
National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Fund Raising and/or Fund Distribution |
Non-representatives - add comments:
Amount of income in 2013: $4,528 (it was $6,282 in 2012)
This organization: | $4,528 |
Other organizations performing similar types of work: | $107,771 |
Assets in 2013: $138,130 (it was $144,321 in 2012)
This organization: | $138,130 |
Other organizations performing similar types of work: | $292,134 |
Expenses in 2012: $7,028
This organization: | $7,028 |
Other organizations performing similar types of work: | $48,744 |
Income to expenses ratio in 2012: 0.6
Effron Family Foundation Inc: | 0.6 |
Other organizations performing similar types of work: | 1.8 |
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 | $6,282 | $6,282 | $1,090 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $6 | |||
Dividends and interest from securities | $1,084 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $5,192 | |||
Total expenses and disbursements | $7,028 | $53 | $728 | $6,300 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $728 | $53 | $0 | |
Contributions, gifts, grants paid | $6,300 | |||
Excess of revenue over expenses and disbursements | $-746 | |||
Net investment income | $6,229 | |||
Adjusted net income | $362 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $144,321 | $119,875 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $33,630 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $57,993 | |
Other | $52,698 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $144,321 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $5,192 |
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 | $62 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $62 |
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 | $123,834 |
Net value of noncharitable-use assets | $121,980 |
Minimum investment return | $6,099 |
Distributable Amount (for 2012) | |
Distributable amount | $6,037 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $6,037 |
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 | New York Friends Of Ireland | PO BOX 36 20924, New York, NY 10129 | NY | 1999-02 | $105,996 |
2 | Jeffrey A Altman Foundation Inc | 640 5th Ave Fl 20, New York, NY 10019-6102 | NY | 1999-02 | $16,189,979 |
3 | Goodman-Lipman Family Foundation Inc | 1865 Palmer Ave, Larchmont, NY 10538-3048 | NY | 1999-04 | $14,864,137 |
4 | Hudson River Bancorp Inc Foundation, Hudson Bank & Trust Company Foundat | PO BOX 1189, Hudson, NY 12534-0308 | NY | 1999-04 | $3,070,700 |
5 | Oclo Inc | 477 Madison Ave Fl 10, New York, NY 10022-5841 | NY | 2000-01 | $2,483,080 |
6 | Cornerstone Foundation | 1358 47th Street, Brooklyn, NY 11219-2642 | NY | 1999-01 | $1,455,496 |
7 | David Family Foundation Inc | C/O Jack David 210 West 90th St, New York, NY 10024 | NY | 2000-01 | $792,161 |
8 | Zichron Yona Vsara Charitable Foundation, Herzog Herman Et Al Ttees | 6 Lenore Ave, Monsey, NY 10952-2705 | NY | 1999-01 | $413,957 |
9 | Veillette-Nifosi Foundation Inc | 86 Elliot Rd, East Chatham, NY 12060-3901 | NY | 1999-01 | $297,376 |
10 | Shipps Foundation | C/O Bessemer Trust 630 Fifth Avenue, New York, NY 10111 | NY | 2000-04 | $251,548 |
11 | Cole Family Foundation, Cole Kenneth Et Al Ttee | C/O Tag Associates Llc 810 Seventh, New York, NY 10019 | NY | 1999-12 | $180,003 |
12 | Shalom Foundation Inc | PO BOX 442, Tallman, NY 10982-0442 | NY | 1999-12 | $109,664 |
13 | Shirley G Benerofe Foundation Inc | 4 New King Street, White Plains, NY 10604-1202 | NY | 1999-12 | $109,640 |
14 | Nan Guterman Foundation | 45 Five Mile Woods Road, Catskill, NY 12414-5945 | NY | 1999-02 | $22,420 |
15 | Shaw Family Foundation | 520 Madison Avenue 33rd Floor, New York, NY 10022-4213 | NY | 1999-02 | $6 |
16 | Al Yeday Dovid Inc | 1331 47th St, Brooklyn, NY 11219-2612 | NY | 2001-10 | $0 |
17 | Church Of The Lord Jesus Christ Our God Of The Apostles & Prophets Fai | 2019 Pitman Ave, Bronx, NY 10466-1918 | NY | 2000-05 | $0 |
18 | Friends United To Beat Cystic Fibrosis | 276 Quaker Rd, Pomona, NY 10970 | NY | 1999-04 | $0 |
19 | Golden Years Funds For Aged-Infirm Inc | 2022 E 56th St, Brooklyn, NY 11234-4721 | NY | 1999-03 | $0 |
20 | Troy Savings Bank Charitable Tr | 32 2nd St, Troy, NY 12180-3926 | NY | 1999-03 | $0 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 212 |
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