Lazar Charitable Trust in Jamesville, 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
| Lazar Charitable Trust | |
| Employer Identification Number (EIN) | 161384317 |
| Name of Organization | Lazar Charitable Trust |
| In Care of Name | Michael J Lazar |
| Address | PO BOX 514, Jamesville, NY 13078-0514 |
| Activities | Gifts, grants, or loans to other organizations, Community Chest, United Way, etc. |
| Subsection | Charitable Organization |
| Ruling Date | 06/1991 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $500,000 to $999,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $685,234 |
| Amount of Income | $18,130 |
| Form 990 Revenue Amount | $22,974 |
Non-representatives - add comments:
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 | $18,130 | $18,130 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $18,130 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $35,285 | $0 | $0 | $35,185 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $750 | $0 | $650 | |
| Contributions, gifts, grants paid | $34,535 | |||
| Excess of revenue over expenses and disbursements | $-17,155 | |||
| Net investment income | $18,130 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $685,234 | $703,256 |
| 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 | $666,199 | |
| Other | $19,035 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $685,234 | |
| 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 | $181 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $181 |
| 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 | $707,378 |
| Net value of noncharitable-use assets | $696,760 |
| Minimum investment return | $34,838 |
| Distributable Amount (for 2012) | |
| Distributable amount | $34,657 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $34,657 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $34,007 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Leir Foundation Inc in New York, NY
 |
|
Arquetopia Foundation Inc, Arquetopia Foundation For Development in New York, NY
|
|
Untapped Shores International Inc in Rochester, NY
|
| Stein Senior Center Inc in New York, NY |
Romulus Club Inc in Buffalo, NY
 |
| Clarendon Historical Society in Clarendon, NY |
| Grace Fellowship Ministries Inc in Brooklyn, NY |
| The Bridge Inc in New York, NY |
|
Gateway Youth Outreach Inc in Elmont, NY
|
|
Lucis Trust And Arcane School in New York, NY
|
| Other organizations in New York | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Lawrence Schacht Foundation Inc | C/O Rivkin Radler Llp 926 Rxr Plaza, Uniondale, NY 11556 | NY | 1953-01 | $257,042 |
| 2 | Lawrence Woodmere Academy | 336 Woodmere Blvd, Woodmere, NY 11598-2068 | NY | 1992-01 | $11,356,686 |
| 3 | Lawrenceville Volunteer Fire Dept | 1081 Cty Rte 54, Lawrenceville, NY 12949 | NY | 2005-02 | $46,705 |
| 4 | Lawton W Fitt And James I Mclaren Foundation | PO BOX 73, New York, NY 10274-0073 | NY | 1998-04 | $3,511,515 |
| 5 | Lawyer Assistance Foundation Of The Suffolk County Bar Association Inc | 560 Wheeler Rd, Hauppauge, NY 11788-4354 | NY | 1992-10 | $26,887 |
| 6 | Lawyers Alliance For New York | 171 Madison Avenue, New York, NY 10016-5110 | NY | 1984-09 | $4,965,205 |
| 7 | Lawyers Committee On Nuclear Policy Inc | 866 United Nations Plz Rm 4050, New York, NY 10017-1936 | NY | 1982-06 | $209,875 |
| 8 | Lawyers For Children Inc | 110 Lafayette Street, New York, NY 10013-4116 | NY | 1984-07 | $7,330,613 |
| 9 | Lay Preachers Inc | 461 Roosevelt Ave, Massapequa Pk, NY 11762-1245 | NY | 1997-02 | $21,724 |
| 10 | Lazar And Sofia Stein Memorial Foundation | 135 W 50th St Fl 14, New York, NY 10020-1201 | NY | 2001-03 | $801,921 |
| 11 | Lazar Charitable Trust | PO BOX 514, Jamesville, NY 13078-0514 | NY | 1991-06 | $18,130 |
| 12 | Lazar Templer Charity Foundation Inc | 10 Widman Ct Unit 201, Spring Valley, NY 10977-3355 | NY | 2005-05 | $200,000 |
| 13 | Lazare & Charlotte Kaplan Foundation Inc | PO BOX 209, Wurtsboro, NY 12790-0209 | NY | 1966-01 | $217,625 |
| 14 | Lb & Td Foundation | 50 Plaza St East Apt 3 A, Brooklyn, NY 11238-5003 | NY | 2000-01 | $396,206 |
| 15 | Lbc Foundation | 767 Third Ave, New York, NY 10017-2023 | NY | 2001-06 | $696,794 |
| 16 | Lcat Inc | PO BOX 96, Lansing, NY 14882-0096 | NY | 2009-02 | $17,614 |
| 17 | Lcg Community Services Inc | 5614 16th Ave, Brooklyn, NY 11204-1808 | NY | 2008-08 | $7,488,678 |
| 18 | Lchaim Resource Center Inc | 1326 N Winton Rd, Rochester, NY 14609 | NY | 2007-12 | $0 |
| 19 | Lcs Housing Development Fund Company Inc | 41 N Main Ave, Albany, NY 12203-1414 | NY | 1946-03 | $163,855 |
| 20 | Ld Access Foundation Inc | 20 E 74th St Ste 8b, New York, NY 10021-2654 | NY | 1996-07 | $45,523 |
Organization representatives - add corrected or new information about Lazar Charitable Trust »
Non-representatives - add comments about Lazar Charitable Trust»