Harold And Helene Schonberg Pianist Scholarship, Mcdowell Jay H 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
Harold And Helene Schonberg Pianist Scholarship, Mcdowell Jay H Ttee | |
Employer Identification Number (EIN) | 066537619 |
Name of Organization | Harold And Helene Schonberg Pianist Scholarship |
Secondary Name | Mcdowell Jay H Ttee |
In Care of Name | Withers Bergman Llp |
Address | C/O Bffa 1430 Broadway No 1208, New York, NY 10018 |
Subsection | Charitable Organization |
Ruling Date | 11/2004 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
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 | $3,833,627 |
Amount of Income | $2,696,384 |
Form 990 Revenue Amount | $356,145 |
National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2013: $2,696,384 (it was $1,288,992 in 2012)
Harold And Helene Schonberg Pianist Scholarship, Mcdowell Jay H Ttee: | $2,696,384 |
Other organizations performing similar types of work: | $103,138 |
Assets in 2013: $3,833,627 (it was $3,752,504 in 2012)
Harold And Helene Schonberg Pianist Scholarship, Mcdowell Jay H Ttee: | $3,833,627 |
Other organizations performing similar types of work: | $338,623 |
Expenses in 2012: $279,354
Harold And Helene Schonberg Pianist Scholarship, Mcdowell Jay H Ttee: | $279,354 |
Other organizations performing similar types of work: | $46,867 |
Income to expenses ratio in 2012: 9.7
Harold And Helene Schonberg Pianist Scholarship, Mcdowell Jay H Ttee: | 9.7 |
Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 0.0%
Harold And Helene Schonberg Pianist Scholarship, Mcdowell Jay H Ttee: | 0.0% |
Other organizations performing similar types of work: | 79.6% |
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 | $173,518 | $173,518 | $165,957 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $94,093 | |||
Dividends and interest from securities | $64,169 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $7,695 | |||
Other | $7,561 | |||
Total expenses and disbursements | $279,354 | $72,317 | $72,317 | $207,037 |
Compensation of officers, directors, trustees, etc. | $9,957 | |||
Total operating and administrative expenses | $72,317 | $72,317 | $0 | |
Contributions, gifts, grants paid | $207,037 | |||
Excess of revenue over expenses and disbursements | $-105,836 | |||
Net investment income | $101,201 | |||
Adjusted net income | $93,640 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $3,752,504 | $4,203,634 |
Cash - non-interest-bearing | $259,657 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $3,492,847 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Total liabilities | $216,993 | |
Mortgages and other notes payable | $0 | |
Other | $216,993 | |
Total liabilities and net assets/fund balances | $3,535,511 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $7,561 |
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 | $1,012 |
Total credits and payments | $59 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $59 |
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 | $20 |
Tax due | $973 |
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 | $4,224,351 |
Net value of noncharitable-use assets | $4,160,980 |
Minimum investment return | $208,049 |
Distributable Amount (for 2012) | |
Distributable amount | $207,037 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $207,037 |
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 | Paulson Family Foundation | 1251 Avenue Of The Americas 50th, New York, NY 10020 | NY | 2009-09 | $250,244,356 |
2 | William And Sue Gross Family Foundation | PO BOX 15014, Albany, NY 12212-5014 | NY | 2003-09 | $179,207,954 |
3 | The Zegar Family Foundation, Charles M Zegar Et Al Ttee | 240 Riverside Blvd, New York, NY 10069-1024 | NY | 2007-03 | $113,107,069 |
4 | Foundation For A Just Society | 505 Park Ave, New York, NY 10022-1106 | NY | 2010-10 | $80,891,159 |
5 | Paul E Singer Foundation | 551 5th Ave Fl 18, New York, NY 10176-1899 | NY | 2010-04 | $61,000,000 |
6 | Ralph And Ricky Lauren Family Foundation Inc | C/O Cbiz 1065 Ave Of The Americas, New York, NY 10018 | NY | 2013-02 | $59,247,604 |
7 | Yale Fishman Foundation | 930 Broadway, Woodmere, NY 11598-1766 | NY | 2001-03 | $57,241,483 |
8 | Wilma S And Laurence A Tisch Foundation, Wilma S Tisch Ttee | 655 Madison Ave, New York, NY 10065-8043 | NY | 2012-05 | $45,595,382 |
9 | Stephen A Schwarzman Education Foundation | 345 Park Ave Fl 16, New York, NY 10154-0004 | NY | 2013-09 | $38,324,486 |
10 | Inmaat Foundation | One Rockeleffer Plz Ste 321, New York, NY 10020 | NY | 2012-02 | $31,356,053 |
11 | William R Orthwein Jr And Laura Rand Orthwein Foundation Inc | 1 New York Plz Fl 7, New York, NY 10004-1913 | NY | 2003-10 | $30,779,166 |
12 | Stewart J Rahr Foundation | 725 5th Ave 24th Fl, New York, NY 10022-2519 | NY | 2011-04 | $21,695,049 |
13 | The Shs Foundation, Feldman Richard E Fid | PO BOX 331, Plainview, NY 11803-0331 | NY | 2003-01 | $21,571,299 |
14 | Rowan Family Foundation Inc | 927 5th Ave, New York, NY 10021-2650 | NY | 2005-03 | $20,009,338 |
15 | Robert And Mercedes Eichholz Foundation | Co Alexa Davidson Suskin, Brooklyn, NY 11217 | NY | 2012-01 | $18,887,702 |
16 | Overdeck Family Foundation | 100 Ave Of The Amer Fl 16, New York, NY 10013-1689 | NY | 2010-04 | $18,541,114 |
17 | Butters Foundation | 1 Rockefeller Plz Rm 321, New York, NY 10020-2134 | NY | 2012-06 | $17,305,471 |
18 | Y C Ho Helen & Michael Chiang Foundation | 60 East 42nd St, New York, NY 10165-0006 | NY | 2007-05 | $16,401,485 |
19 | Fields-Gordon-Galley Private Foundation Tr, Gordon Frances L Ttee | 1081 Elizabeth St, Baldwin, NY 11510-4716 | NY | 2013-03 | $16,263,683 |
20 | Mckeon Family Foundation | 919 Third Ave, New York, NY 10022-3902 | NY | 2012-02 | $16,106,929 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 20,448 |
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