Henry & Sally Pearce Foundation in Scarsdale, 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
Henry & Sally Pearce Foundation | |
Employer Identification Number (EIN) | 237339646 |
Name of Organization | Henry & Sally Pearce Foundation |
In Care of Name | L Rosensweig |
Address | 116 Carthage Rd, Scarsdale, NY 10583-7202 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 12/1973 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 09/2011 |
Assets | $1 to $9,999 |
Income | $1 to $9,999 |
Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
Asset Amount | $3,882 |
Amount of Income | $4 |
Form 990 Revenue Amount | $4 |
Non-representatives - add comments:
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 | $4 | $4 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $4 | |||
Dividends and interest from securities | $0 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $10,500 | $0 | $0 | $10,500 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $0 | $0 | $0 | |
Contributions, gifts, grants paid | $10,500 | |||
Excess of revenue over expenses and disbursements | $-10,496 | |||
Net investment income | $4 | |||
Adjusted net income | $0 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $3,882 | $3,882 |
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 | $3,882 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $3,882 |
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 | $0 |
Total credits and payments | $11 |
2011 estimated tax payments and 2010 overpayment credited to 2011 | $11 |
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 |
Overpayment | $11 |
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 | $9,731 |
Net value of noncharitable-use assets | $9,580 |
Minimum investment return | $479 |
Distributable Amount (for 2011) | |
Distributable amount | $479 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $479 |
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 | Hennessy Foundation Inc | Co Gds Financial 295 Madison Ave, New York, NY 10017 | NY | 1955-07 | $1,095,197 |
2 | Henrietta Fire Company No 1 Inc | PO BOX 102, Henrietta, NY 14467-0102 | NY | 1997-07 | $114,253 |
3 | Henrietta Foundation Inc | PO BOX 222, Henrietta, NY 14467-0222 | NY | 2002-11 | $15,695 |
4 | Henrietta King Charitable Foundation Inc | 10 Rockefeller Plz Ste 710, New York, NY 10020-1903 | NY | 2000-06 | $1 |
5 | Henrietta Neighbors United | 139 Campfire Rd N, Henrietta, NY 14467 | NY | 2000-09 | $58 |
6 | Henry & Betty Necarsulmer Foundati On | 307 5th Ave Ste 8th Flr, New York, NY 10016-6517 | NY | 1961-02 | $65,501 |
7 | Henry & Lucy Moses Foundation Trust | PO BOX 1297, New York, NY 10008-1297 | NY | 1971-08 | $10,568,984 |
8 | Henry & Myrtle Hirsch Foundation | 25 Chapel Pl Apt 2j, Great Neck, NY 11021-1421 | NY | 1947-03 | $1,521,549 |
9 | Henry & Rosa Segal Foundation Inc | C/O Fox Juran 295 Madison Ave No, New York, NY 10017 | NY | 1962-03 | $355,122 |
10 | Henry & Rose Pearlman Foundation Inc | C/O Bcrs Associates Llc, New York, NY 10005 | NY | 1955-12 | $548,906 |
11 | Henry & Sally Pearce Foundation | 116 Carthage Rd, Scarsdale, NY 10583-7202 | NY | 1973-12 | $4 |
12 | Henry & Shirlee Benach Foundation | 22 Longview Ln, Chappaqua, NY 10514-1321 | NY | $15,584 | |
13 | Henry A Kissinger Foundation, Kissinger Henry A Ttee | 350 Park Ave Fl 26, New York, NY 10022-6045 | NY | 2003-10 | $1 |
14 | Henry And Krystyna Wisniewski Foundation For Neuroscience | 141 Nixon Ave, Staten Island, NY 10304-2233 | NY | 2001-02 | $10 |
15 | Henry And Lucy Moses Fund Inc | 405 Lexington Ave, New York, NY 10174-0002 | NY | 1942-12 | $5,194,606 |
16 | Henry And Rose Moskowitz 1999 Family Foundation, Moskowitz Henry & Rose Ttee | 50 W 17th St, New York, NY 10011-5702 | NY | 2002-04 | $667,644 |
17 | Henry B Plant Memorial Fund Inc | 1411 Broadway 9th Floor, New York, NY 10018-3496 | NY | 1950-08 | $3,177,288 |
18 | Henry C & Karin J Barkhorn Foundation | 1095 Park Ave Apt 7b, New York, NY 10128-1154 | NY | 1990-08 | $97,643 |
19 | Henry Calman Tr Uw | C/O Nbt Bank Na 52 South Broad St, Norwich, NY 13815 | NY | 2006-09 | $23,546 |
20 | Henry Charitable Foundation | 11 Magnolia Dr, Purchase, NY 10577-1137 | NY | 2009-02 | $16 |
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