Koegel Foundation Inc in Somers, 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
| Koegel Foundation Inc | |
| Employer Identification Number (EIN) | 136099147 |
| Name of Organization | Koegel Foundation Inc |
| Address | 704 Heritage Hls, Somers, NY 10589-4018 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1959 |
| 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 | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $13,515 |
| Amount of Income | $255 |
| Form 990 Revenue Amount | $11,256 |
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 | $255 | $255 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $253 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $7,277 | $0 | $0 | $6,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,277 | $0 | $0 | |
| Contributions, gifts, grants paid | $6,000 | |||
| Excess of revenue over expenses and disbursements | $-7,022 | |||
| Net investment income | $255 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $13,515 | $14,282 |
| 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 | $12,121 | |
| Other | $1,394 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $13,515 | |
| 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 | $5 |
| Total credits and payments | $552 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $552 |
| 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 |
| Tax due | $0 |
| Overpayment | $547 |
| Amount to be credited to 2013 estimated tax | $547 |
| 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 | $19,558 |
| Net value of noncharitable-use assets | $19,260 |
| Minimum investment return | $963 |
| Distributable Amount (for 2012) | |
| Distributable amount | $958 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $958 |
| 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 | Knollwood Park Cemetery Inc | 5780 Cooper Ave, Ridgewood, NY 11385-6069 | NY | 1950-04 | $1,342,219 |
| 2 | Knott Family Foundation | 485 Underhill Blvd Ste 205, Syosset, NY 11791-3434 | NY | 2004-10 | $2,315,617 |
| 3 | Know Thyself As Soul Foundation Inc Northeast | PO BOX 302, Kinderhook, NY 12106-0302 | NY | 1999-01 | $31,051 |
| 4 | Knox Mansion Historical Foundation Inc | 104 W 2nd Ave, Johnstown, NY 12095-2935 | NY | 2000-03 | $550 |
| 5 | Knox School | 541 Long Beach Rd, St James, NY 11780-3923 | NY | 1955-01 | $7,983,251 |
| 6 | Knox-Gates Neighborhood Association Inc | 3418 Gates Place, Bronx, NY 10467-1803 | NY | 1981-06 | $122,259 |
| 7 | Koala Miami Realty Holding Co Inc | PO BOX 5005, New York, NY 10163-5005 | NY | 1996-01 | $1,459,589 |
| 8 | Kochi Konther Asar Inc | 16002 Hillside Ave, Jamaica, NY 11432-3938 | NY | 2002-10 | $26,610 |
| 9 | Kochov Foundation | 4515 18th Ave, Brooklyn, NY 11204-1292 | NY | 2003-04 | $264,225 |
| 10 | Kodomono Kuni Inc | 252 Soundview Ave, White Plains, NY 10606-3822 | NY | 1982-10 | $1,345,102 |
| 11 | Koegel Foundation Inc | 704 Heritage Hls, Somers, NY 10589-4018 | NY | 1959-02 | $255 |
| 12 | Koenen Foundation, Koenen Kathleen & Karestan Ttee | 220 E 42nd St Fl 32, New York, NY 10017-5814 | NY | 1987-05 | $17,871 |
| 13 | Koha Foundation | C/O Mac Corkindale 3960 Merrick Rd, Seaford, NY 11783 | NY | 2005-09 | $975,578 |
| 14 | Kohanim Wallerstein Foundation Inc | 1373 E 13th St, Brooklyn, NY 11230-5957 | NY | 1978-01 | $503,280 |
| 15 | Kohn-Claar Family Foundation Inc | 10 Normandy Ln, Scarsdale, NY 10583-7621 | NY | 2007-06 | $6,923,794 |
| 16 | Koinonia Of Jamestown And Chautauqua County Inc | PO BOX 331, Jamestown, NY 14702-0331 | NY | 2001-04 | $29,162 |
| 17 | Kol Moshe Foundation Inc | 19 Girard St, Brooklyn, NY 11235-3007 | NY | 2008-03 | $72 |
| 18 | Kol Rinah | 6 Crows Nest, Chappaqua, NY 10514 | NY | 2005-09 | $11,462 |
| 19 | Kolel America Tiferes Jerusalem, Ehrman Dov | 2268 85th St, Brooklyn, NY 11214-3306 | NY | 2001-03 | $283,101 |
| 20 | Kolel Chibas Jerusalem | 4802a-12ave, Brooklyn, NY 11219 | NY | 1950-03 | $3,127,040 |
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