John C Robertson & Flora S Whiteman Memorial Educational Aid Fund, Serra Wesley J Ttee in Belmont, 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
| John C Robertson & Flora S Whiteman Memorial Educational Aid Fund, Serra Wesley J Ttee | |
| Employer Identification Number (EIN) | 161128745 |
| Name of Organization | John C Robertson & Flora S Whiteman Memorial Educational Aid Fund |
| Secondary Name | Serra Wesley J Ttee |
| In Care of Name | Terri Ross |
| Address | 7 Court St Rm 134, Belmont, NY 14813-1061 |
| Activities | Scholarships (other), Student loans |
| Subsection | Charitable Organization |
| Ruling Date | 05/1980 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2012 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $47,782 |
| Amount of Income | $1,377 |
| Form 990 Revenue Amount | $1,377 |
Non-representatives - add comments:
Revenue 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 | $1,377 | $1,377 | $1,377 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $406 | |||
| Dividends and interest from securities | $971 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $0 | $0 | $0 | $0 |
| Excess of revenue over expenses and disbursements | $1,377 | |||
| Net investment income | $1,377 | |||
| Adjusted net income | $1,377 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $47,782 | $47,782 |
| Cash - non-interest-bearing | $47,782 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $47,782 | |
| 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 | $28 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $28 |
| 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? | Yes |
| 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 | $47,094 |
| Net value of noncharitable-use assets | $46,380 |
| Minimum investment return | $2,319 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,291 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,291 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,286 |
| 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 | John B And Louise M Thomson Family Foundation Inc | 130 Shore Rd Box 119, Port Washington, NY 11050-2205 | NY | 1987-04 | $3,001 |
| 2 | John B Bordwell Trust Uw Nect | C/O Nbt Bank Na52 South Broad Str, Norwich, NY 13815 | NY | 1973-07 | $19,990 |
| 3 | John Babines Trust 266026012160 | C/O Nbt Bank Na 52 S Broad Street, Norwich, NY 13815 | NY | $76 | |
| 4 | John Ben Snow Foundation Inc | 50 Presidential Plz Ste 106, Syracuse, NY 13202-2279 | NY | 1952-04 | $3,571,962 |
| 5 | John Brademas Foundation | 53 Washington Sq S, New York, NY 10012-1018 | NY | 1993-05 | $292 |
| 6 | John Butler Foundation Inc | C/O Schall Ashenfarb 307 5th Ave, New York, NY 10016 | NY | 1999-09 | $3,500 |
| 7 | John C & Lucine O B Marous Charitable Foundation | PO BOX 15014, Albany, NY 12212-5014 | NY | 1987-08 | $17 |
| 8 | John C And Susan K Hubbard Foundation Inc | 36 Pinewood Dr, Glenville, NY 12302-4734 | NY | 1968-11 | $15,051 |
| 9 | John C Dunphy Private Foundation Inc | 1895 Walt Whitman Rd Ste 6, Melville, NY 11747-3031 | NY | 2008-03 | $190,000 |
| 10 | John C Kleinert Foundation | 100 Wall St 11th Flr, New York, NY 10005-3701 | NY | 1998-03 | $58 |
| 11 | John C Robertson & Flora S Whiteman Memorial Educational Aid Fund, Serra Wesley J Ttee | 7 Court St Rm 134, Belmont, NY 14813-1061 | NY | 1980-05 | $1,377 |
| 12 | John Cage Tr, Kuhn Laura Ttee | 15 Old Whalesback Road, Red Hook, NY 12571 | NY | 1994-05 | $527,272 |
| 13 | John Calhoun Baker Charitable Tr, Baker Anne Ttee | 307 5th Ave Fl 8, New York, NY 10016-6517 | NY | 2000-12 | $373,944 |
| 14 | John Caples International Awards Inc | PO BOX 1496, New York, NY 10159-1496 | NY | 1991-05 | $178,201 |
| 15 | John Conley Foundation For Ethics And Philosophy In Medicine Inc | 25 Coolidge St, Larchmont, NY 10538-2513 | NY | 1991-12 | $501,318 |
| 16 | John D & Seana L Holtz Foundation Inc, William L Kreienberg Dir | PO BOX 20340, Rochester, NY 14602-0340 | NY | 2002-08 | $840,170 |
| 17 | John D And Kate H Payne Foundation Inc | 840 Hanshaw Rd Ste 2, Ithaca, NY 14850-1589 | NY | 2001-03 | $85,784 |
| 18 | John D Barrow Collection Or Art Gallery | 49 E Genesee Street, Skaneateles, NY 13152 | NY | 1980-05 | $0 |
| 19 | John D Mears Home Inc | 1041 N Davis Rd, East Aurora, NY 14052-9419 | NY | 1997-11 | $5,762 |
| 20 | John D Murray Firefighters Museum | 13 Catherine Street, Oswego, NY 13126 | NY | 2001-01 | $572 |
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