Isaac And Naomi Kaplan Family Foundation Inc in Larchmont, 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
| Isaac And Naomi Kaplan Family Foundation Inc | |
| Employer Identification Number (EIN) | 133847359 |
| Name of Organization | Isaac And Naomi Kaplan Family Foundation Inc |
| In Care of Name | Bank Of New York |
| Address | 82 Magnolia Ave, Larchmont, NY 10538-4010 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1996 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $365,828 |
| Amount of Income | $13,098 |
| Form 990 Revenue Amount | $13,098 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations |
Non-representatives - add comments:
Amount of income in 2011: $13,098 (it was $6,026 in 2010)
| This organization: | $13,098 |
| Other organizations performing similar types of work: | $148,776 |
Assets in 2011: $365,828 (it was $361,144 in 2010)
| Isaac And Naomi Kaplan Family Foundation Inc: | $365,828 |
| Other organizations performing similar types of work: | $529,345 |
Expenses in 2011: $8,514
| This organization: | $8,514 |
| Other organizations performing similar types of work: | $89,524 |
Income to expenses ratio in 2011: 1.5
| Isaac And Naomi Kaplan Family Foundation Inc: | 1.5 |
| Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2011: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 22.1% |
Revenue for 2011
Assets for 2011
| 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 | $13,098 | $13,098 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $7,066 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $5,000 | |||
| Other | $1,032 | |||
| Total expenses and disbursements | $8,514 | $4,714 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $8,514 | $4,714 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $4,584 | |||
| Net investment income | $8,384 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $365,828 | $382,730 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $316,059 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $49,769 | |
| Total liabilities | $100 | |
| Mortgages and other notes payable | $0 | |
| Other | $100 | |
| Total liabilities and net assets/fund balances | $365,728 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $1,032 |
| 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 | $168 |
| Total credits and payments | $843 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $843 |
| 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 | $675 |
| Amount to be credited to 2012 estimated tax | $675 |
| 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 | $397,950 |
| Net value of noncharitable-use assets | $391,980 |
| Minimum investment return | $19,599 |
| Distributable Amount (for 2011) | |
| Distributable amount | $19,431 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $19,431 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $7,934 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Mark And Anla Cheng Kingdon Fund | 152 W 57th St Fl 50, New York, NY 10019-3310 | NY | 1998-01 | $17,325,014 |
| 2 | Sargol Charitable Tr, Goodman Yitzchok & Rachel Ttee | 412 Avenue C, Brooklyn, NY 11218-4518 | NY | 1997-06 | $3,701,860 |
| 3 | Mutual Of America Foundation | 320 Park Avenue Corporate Tax 8th, New York, NY 10022 | NY | 1989-07 | $3,341,544 |
| 4 | Johnson-Stillman Family Foundation Tr, Spier Frances D Ttee | C/O Bauer Keller 21 W 38th St, New York, NY 10018 | NY | 1996-12 | $2,573,431 |
| 5 | New York Community Bank Foundation | 1400 Old Northern Blvd, Roslyn, NY 11576-2251 | NY | 1997-09 | $1,473,503 |
| 6 | Olga & Solomon Lipschitz Tr Ua 081794, Olga & Solomon Lipschitz Ttee | 5116 17th Ave, Brooklyn, NY 11204-1412 | NY | 1996-09 | $1,380,474 |
| 7 | Hildegarde D Becher Foundation Inc | PO BOX 11, Hartsdale, NY 10530-0011 | NY | 1995-01 | $794,124 |
| 8 | Throggs Neck Benevolent Association Inc | 62 Indian Trl, Bronx, NY 10465-3932 | NY | 1996-02 | $104,013 |
| 9 | Sidney A And Esther Laifer Family Foundation | C/O Rapaport Brotherspc 18 E48th, New York, NY 10017 | NY | 1996-11 | $89,429 |
| 10 | Sheldon H Lischin Foundation Inc | 174 Carroll St Apt 1d, Brooklyn, NY 11231-3528 | NY | 1998-10 | $82,586 |
| 11 | St Marys Children & Families Foundation Inc | 525 Convent Rd, Syosset, NY 11791-3868 | NY | 1993-04 | $70,053 |
| 12 | Sears Family Foundation Tr Of Rome New York, H P Sears & Tom A Sears Ttees | 1914 Black River Blvd, Rome, NY 13440-2430 | NY | 1995-07 | $39,968 |
| 13 | Woodcock No 5 Foundation, Rockefeller Trust Company Ttee | 30 Rockefeller Plaza, New York, NY 10112-0015 | NY | 1997-08 | $23,835 |
| 14 | Tommy Hilfiger Corporate Foundation Inc | 601 W 26th St, New York, NY 10001-1101 | NY | 1996-01 | $20,677 |
| 15 | Steven A Klar Foundation | 2580 Hempstead Tpke, East Meadow, NY 11554-2137 | NY | 1995-07 | $1,191 |
| 16 | Shlomo Boruch & Brina Charitable Tr 072294, Samson Martin & Perkal Barbara Ttee | 6546 167th St, Flushing, NY 11365-1938 | NY | 1997-09 | $135 |
| 17 | Gemilas Chesed Mispachas Silberstein Inc | 104 Ross Street, Brooklyn, NY 11211-7673 | NY | 1997-11 | $0 |
| 18 | Kurdish Heritage Foundation | 1 Waddell Ave, Fort Plain, NY 13339 | NY | 1991-06 | $0 |
| 19 | New American Musical Inc | 551 Fifth Ave Ste 900, New York, NY 10176-0001 | NY | 1998-04 | $0 |
| 20 | Pulaski Scholarship Foundation | 141 Clinton Place, Staten Island, NY 10302-1604 | NY | 1996-08 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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