Joseph Kell Foundation in New Hampton, 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
| Joseph Kell Foundation | |
| Employer Identification Number (EIN) | 133076738 |
| Name of Organization | Joseph Kell Foundation |
| In Care of Name | Kaplow & Jollie Cpas |
| Address | PO BOX 382, New Hampton, NY 10958-0382 |
| Activities | School, college, trade school, etc. |
| Subsection | Charitable Organization |
| Ruling Date | 07/1981 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $136,541 |
| Amount of Income | $57 |
| Form 990 Revenue Amount | $57 |
Non-representatives - add comments:
Revenue for 2011
Expenses 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 | $57 | $7 | $7 | |
| Contributions, gifts, grants, etc., received | $50 | |||
| Interest on savings and temporary cash investments | $7 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $8,550 | $0 | $0 | $7,800 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $750 | $0 | $0 | |
| Contributions, gifts, grants paid | $7,800 | |||
| Excess of revenue over expenses and disbursements | $-8,493 | |||
| Net investment income | $7 | |||
| Adjusted net income | $7 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $136,541 | $20,396 |
| 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 | $127,730 | |
| Other | $8,811 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $136,541 | |
| 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 | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $14,187 |
| Net value of noncharitable-use assets | $13,980 |
| Minimum investment return | $699 |
| Distributable Amount (for 2011) | |
| Distributable amount | $699 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $699 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $699 |
| 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 | Joseph H Gluck Foundation | 60 East 42nd Street, New York, NY 10165-0006 | NY | 1946-06 | $77,919 |
| 2 | Joseph H Markel Charitable Trust | Local, Farmingdale, NY 11735 | NY | 2000-04 | $1 |
| 3 | Joseph Holland Iii Memorial Fund | 54 Parkside Dr, Point Lookout, NY 11569 | NY | 2005-01 | $3,050 |
| 4 | Joseph Home Inc | PO BOX 1648, Pearl River, NY 10965 | NY | 1998-09 | $359,178 |
| 5 | Joseph Horvath Memorial Schlarship Fund Inc | 370 Collington Dr, Ronkonkoma, NY 11779-4939 | NY | 1997-10 | $100,765 |
| 6 | Joseph J Nicholson-Robert D Mccarter Foundation | 121 W 20th St, New York, NY 10011-3641 | NY | 1993-02 | $3,321 |
| 7 | Joseph J Peltz Foundation Inc | 35 Fishermans Dr, Prt Washingtn, NY 11050-1733 | NY | 1957-07 | $35,672 |
| 8 | Joseph J Yancy Jr Housing Development Fund Company Inc | 140-146 West 142nd Street, New York, NY 10030-1677 | NY | 1997-11 | $749,481 |
| 9 | Joseph Jack Sitt 1986 Charitable Tr, Sitt Joseph & Jack Ttees | 25 W 39th St Fl 11, New York, NY 10018-4074 | NY | 1988-02 | $46 |
| 10 | Joseph K Miller Tzedaka Fund Inc | 381 Westwood Rd, Woodmere, NY 11598-1624 | NY | 1994-03 | $651 |
| 11 | Joseph Kell Foundation | PO BOX 382, New Hampton, NY 10958-0382 | NY | 1981-07 | $57 |
| 12 | Joseph L Aurichio Foundation Inc | 6 Barker Ln, Scarsdale, NY 10583-7706 | NY | 1997-09 | $65,000 |
| 13 | Joseph L Fisher Foundation Inc | 854 E Broadway Apt 2w, Long Beach, NY 11561-4731 | NY | 1966-02 | $14,089 |
| 14 | Joseph Leroy And Ann C Warner Fund Inc | 2 Rector St Fl 20, New York, NY 10006-1899 | NY | 1998-04 | $16,332,385 |
| 15 | Joseph Letson Charitable Trust Uw | C/O Nbt Bank Na 52 S Broad St, Norwich, NY 13815 | NY | 2001-01 | $110,480 |
| 16 | Joseph Licitra Memorial Scholarship Fund Inc | C/O Esernio 1050 Franklin Avenue No, Garden City, NY 11530 | NY | 1989-05 | $2 |
| 17 | Joseph Lisa And Heidi Delorenzo Foundation | 102 Greenway N, Forest Hills, NY 11375-6045 | NY | 2000-04 | $796 |
| 18 | Joseph M & Barbara Cohen Foundation Inc | 410 E 57th St, New York, NY 10022-3059 | NY | 1991-11 | $263,881 |
| 19 | Joseph M & Geraldine C La Motta Charitable Tr, La Motta Joseph M Ttee | 69 Black Brook Rd, Pound Ridge, NY 10576-1444 | NY | 1994-01 | $104,456 |
| 20 | Joseph M Dassern Housing Corporation | 1 Echo Hl, Dobbs Ferry, NY 10522-3600 | NY | 1972-02 | $1,130,812 |
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