Irving Rothstein Memorial Foundation in Lakewood, New Jersey (NJ)
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 Jersey
| Irving Rothstein Memorial Foundation | |
| Employer Identification Number (EIN) | 042626010 |
| Name of Organization | Irving Rothstein Memorial Foundation |
| In Care of Name | David Rothstein |
| Address | 3 Petunia Dr, Lakewood, NJ 08701-2436 |
| Subsection | Charitable Organization |
| Ruling Date | 12/1977 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2014 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $351,152 |
| Amount of Income | $18,235 |
| Form 990 Revenue Amount | $17,766 |
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 | $17,533 | $17,533 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $17,532 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $20,220 | $0 | $0 | $16,595 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $3,625 | $0 | $0 | |
| Contributions, gifts, grants paid | $16,595 | |||
| Excess of revenue over expenses and disbursements | $-2,687 | |||
| Net investment income | $17,533 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $362,010 | $325,154 |
| Cash - non-interest-bearing | $20,941 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $341,069 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $362,010 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $175 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $175 |
| 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 | $292,801 |
| Net value of noncharitable-use assets | $288,400 |
| Minimum investment return | $14,420 |
| Distributable Amount (for 2012) | |
| Distributable amount | $14,245 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $14,245 |
| 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 Jersey | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Jy Foundation | 525 E County Line Road, Lakewood, NJ 08701-1405 | NJ | 2005-10 | $15,002 |
| 2 | K E E P Inc | 11 Park Lake Rd, Sparta, NJ 07871-3241 | NJ | 1997-03 | $918,942 |
| 3 | K Kiki Konstantinos Schlorarship Foundation A N J Non-Profit Corp | PO BOX 685, Medford, NJ 08055-0685 | NJ | 1993-05 | $65,183 |
| 4 | K Kovshevych Foundation Inc | 478 Summit Rd, Mountainside, NJ 07092-1524 | NJ | 2000-07 | $609,389 |
| 5 | K P & Phoebe Tsolainos Foundation Inc | PO BOX 576, Closter, NJ 07624-0576 | NJ | 1958-01 | $82,353 |
| 6 | K P Cultural Association Inc | 27 Sandor Dr, Princeton, NJ 08540-9500 | NJ | 1991-11 | $61,275 |
| 7 | K S Charitable Foundation | 6050 Boulevard East, West New York, NJ 07093-3901 | NJ | 1997-02 | $1 |
| 8 | Kaboom Fireworks On The Navesink Inc | PO BOX 155, Red Bank, NJ 07701-0155 | NJ | 2004-10 | $275,845 |
| 9 | Kaduson Strauss Community Foundation Inc | 3812-B Quakerbirdge Rd Ste 204, Mercerville, NJ 08619-1004 | NJ | 2002-05 | $34,531 |
| 10 | Kairos Institute | 19 Green Ave 101, Madison, NJ 07940-2521 | NJ | 1997-07 | $62,539 |
| 11 | Irving Rothstein Memorial Foundation | 3 Petunia Dr, Lakewood, NJ 08701-2436 | NJ | 1977-12 | $18,235 |
| 12 | Isabel & David Mahalick Foundation Inc | 124 Prospect St, Ridgewood, NJ 07450-4406 | NJ | 1999-07 | $273,222 |
| 13 | Jeffrey And Debra Feinstein Foundation | C/O Rockdale Capital-650 Liberty Av, Union, NJ 07083 | NJ | 2003-06 | $56 |
| 14 | Jerome P & Carol B Kenney Trust, Kenney Jerome P Et Al Ttee | PO BOX 1560, Pennington, NJ 08534-0746 | NJ | 2000-05 | $191 |
| 15 | John L And Corrinne Alpert Foundation | 600 Harbor Blvd Unit 1058, Weehawken, NJ 07086-6754 | NJ | 1998-07 | $12,337 |
| 16 | John Zavlaris World Wide Ministries Inc | PO BOX 670, Middletown, NJ 07748-0670 | NJ | 1995-06 | $114,680 |
| 17 | Join Together Society America | 1124 Abbott Blvd, Fort Lee, NJ 07024-4205 | NJ | 2005-02 | $191,477 |
| 18 | Joseph H And Barbara I Ellis Foundation | One Main St Ste 202, Chatham, NJ 07928-2426 | NJ | 1989-01 | $20,392 |
| 19 | Judson Fam Foundation Inc | 124 Prospect St, Ridgewood, NJ 07450-4406 | NJ | 2002-11 | $200,000 |
| 20 | Jaffna Medical Faculty Overseas Alumni | 41 Robbins Rd, Millstone, NJ 08510-1715 | NJ | 2006-11 | $8,878 |
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