Holtz Family Foundation Inc in Syosset, 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
| Holtz Family Foundation Inc | |
| Employer Identification Number (EIN) | 133617083 |
| Name of Organization | Holtz Family Foundation Inc |
| In Care of Name | Irving Holtz |
| Address | 141 Eileen Way, Syosset, NY 11791-5302 |
| Activities | Gifts, grants, or loans to other organizations, Gifts or grants to individuals (other than scholarships) |
| Subsection | Charitable Organization |
| Ruling Date | 12/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $10,000 to $24,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $18,299 |
| Amount of Income | $21,175 |
| Form 990 Revenue Amount | $10,105 |
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 | $4,433 | $3,008 | $0 | |
| Contributions, gifts, grants, etc., received | $1,425 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $434 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,572 | |||
| Total expenses and disbursements | $34,053 | $362 | $0 | $33,691 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $362 | $362 | $0 | |
| Contributions, gifts, grants paid | $33,691 | |||
| Excess of revenue over expenses and disbursements | $-29,620 | |||
| Net investment income | $2,646 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $18,299 | $22,163 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $3,462 | |
| Investments-corporate stock | $4,822 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $10,015 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $18,299 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,572 |
| 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 | $53 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $53 |
| 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 | $28,103 |
| Net value of noncharitable-use assets | $27,680 |
| Minimum investment return | $1,384 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,331 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,331 |
| 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 | Holmberg Foundation Inc | C/O 519 Washington Street, Jamestown, NY 14701 | NY | 1993-09 | $3,269,998 |
| 2 | Holmes Charitable Foundation | 225 Broadway Ste 2420, New York, NY 10007-3711 | NY | 1999-08 | $92,970 |
| 3 | Holocaust And Human Rights Education Center | 4 W Red Oak Lane Suite 330, White Plains, NY 10604-3603 | NY | 1991-05 | $564,236 |
| 4 | Holocaust Art & Remembrance Foundation | C/O Buchbinder Tunick Co Llp - 1, New York, NY 10119 | NY | 2001-01 | $1 |
| 5 | Holocaust Memorial Committee | 60 W End Ave, Brooklyn, NY 11235-4813 | NY | 1986-02 | $14,950 |
| 6 | Holocaust Memorial Study Center Inc | 4611 12th Ave Ste 1l, Brooklyn, NY 11219-2514 | NY | 2001-01 | $1,126,397 |
| 7 | Holocaust Museum And Study Center | 145 College Rd, Suffern, NY 10901-3620 | NY | 1982-01 | $297,274 |
| 8 | Holocaust Resource Center Of Buffalo Inc | 1050 Maryvale Dr, Buffalo, NY 14225-2324 | NY | 1987-02 | $129,205 |
| 9 | Holocaust Survivors & Friends Inc Pursuit Of Justice Inc, Koblews & Carr Esq | 184 Washington Avenue Ext, Albany, NY 12203-5306 | NY | 1986-08 | $18,698 |
| 10 | Holtsinger Foundation | 7 Penn Plz Ste 900, New York, NY 10001-3993 | NY | 2005-04 | $31,025 |
| 11 | Holtz Family Foundation Inc | 141 Eileen Way, Syosset, NY 11791-5302 | NY | 1992-12 | $21,175 |
| 12 | Holy Cross Academy | 4020 Barrington Rd, Oneida, NY 13421-3624 | NY | 1997-07 | $384,774 |
| 13 | Holy Cross Community Outreach Center Inc, Hudson Valley Youth Chorale | PO BOX 1267, Kingston, NY 12402-1267 | NY | 2001-07 | $19,112 |
| 14 | Holy Cross Evangelical Lutheran Church Noahs Ark Pre School Inc | 307 Hawkins Ave, Lk Ronkonkoma, NY 11779-4267 | NY | 1992-12 | $207,008 |
| 15 | Holy Cross Head Start Inc | 150 Maryland St, Buffalo, NY 14201-1885 | NY | 1986-03 | $5,305,585 |
| 16 | Holy Ecumenical Mysticism Foundation Inc | 244 5th Ave, New York, NY 10001-7604 | NY | 2002-04 | $27,445 |
| 17 | Holy Family Communications | 6325 Sheridan Drivedownstairs, Williamsville, NY 14221 | NY | 1997-03 | $1,856,403 |
| 18 | Holy Family Home | PO BOX 275, Williamsville, NY 14231-0275 | NY | 1946-03 | $9,610 |
| 19 | Holy Family Vocational Orphanage Foundation | 44 Fenton Ave, Binghamton, NY 13901-1716 | NY | 2007-03 | $33,353 |
| 20 | Holy Innocents Day Care Center | 741 Delaware Ave, Buffalo, NY 14209-2201 | NY | 1945-03 | $273,740 |
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