Lillian Hellman Fund in Palisades, 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
Lillian Hellman Fund | |
Employer Identification Number (EIN) | 133341118 |
Name of Organization | Lillian Hellman Fund |
In Care of Name | Reminick Aarons & Co |
Address | PO BOX 594, Palisades, NY 10964-0594 |
Activities | Literary activities, Gifts or grants to individuals (other than scholarships), Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 08/1987 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 06/2014 |
Assets | $25,000 to $99,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $69,780 |
Amount of Income | $141,031 |
Form 990 Revenue Amount | $6,360 |
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 | $6,360 | $6,360 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $5,126 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $1,234 | |||
Total expenses and disbursements | $6,411 | $5,531 | $0 | $850 |
Compensation of officers, directors, trustees, etc. | $402 | |||
Total operating and administrative expenses | $6,411 | $5,531 | $850 | |
Contributions, gifts, grants paid | $0 | |||
Excess of revenue over expenses and disbursements | $-51 | |||
Net investment income | $829 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $248,285 | $250,760 |
Cash - non-interest-bearing | $16,402 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $231,883 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $248,285 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $1,234 |
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 | $17 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $17 |
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 | $251,046 |
Net value of noncharitable-use assets | $247,280 |
Minimum investment return | $12,364 |
Distributable Amount (for 2012) | |
Distributable amount | $12,347 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $12,347 |
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 | Lila G@bull Charitable Trust Under Agreement Dated February 9 1998 | 95 Washington St Atrium In, Buffalo, NY 14203 | NY | 2001-11 | $593,571 |
2 | Lilac Festival Inc | 45 East Ave Ste 400, Rochester, NY 14604-2225 | NY | 1992-09 | $54,773 |
3 | Lilac Preservation Project | 80 White St, New York, NY 10013-3527 | NY | 2003-10 | $34,925 |
4 | Lilco Lamplighters Inc | 175 E Old Country Road, Hicksville, NY 11801 | NY | 1994-04 | $0 |
5 | Liliane Piel Foundation | 140 Broadway Ste 3100, New York, NY 10005-1108 | NY | 1998-08 | $5,135 |
6 | Lilis Lift Inc | PO BOX 231592, New York, NY 10023-0027 | NY | 2007-03 | $15,932 |
7 | Lilith Publications Inc | 250 W 57th St Ste 2432, New York, NY 10107-2420 | NY | 1975-04 | $552,803 |
8 | Lillian & Huber Boscowitz Charitable Tr, Chopnick Max Et Al Ttee | 15 Bryant Ave, Roslyn, NY 11576-1134 | NY | $1,464 | |
9 | Lillian A Hertlin Foundation Inc | C/O Glass Shiechel Cpas 110 Stewart, Hicksville, NY 11801 | NY | 1999-04 | $266,588 |
10 | Lillian Goldman Char Tr, Goldsmith Donald Ttee | 31 W 52nd St, New York, NY 10019-6118 | NY | 1995-07 | $13,315,707 |
11 | Lillian Hellman Fund | PO BOX 594, Palisades, NY 10964-0594 | NY | 1987-08 | $141,031 |
12 | Lillian Johnson Tr Uw Scholarship Fund | C/O Bank Na52 South Broad Street, Norwich, NY 13815 | NY | $1,305 | |
13 | Lillian M Mcconville Trust 201901 01-23-62 | One Court Sq 19th Fl, Long Island City, NY 11120-0001 | NY | 1982-09 | $345,867 |
14 | Lillian S Alexander Foundation Inc | 52 Windmill Ct, Huntingtn Sta, NY 11746-1942 | NY | 1999-10 | $5,697 |
15 | Lillian S Lusskin Orthopaedic Foundation Inc | 47 E 88th St, New York, NY 10128-1152 | NY | 1968-10 | $2,212 |
16 | Lillian Thompson Scholarship Fund Inc | C/O Nbt Bank Na 52 S Broad St, Norwich, NY 13815 | NY | 1983-07 | $12,043 |
17 | Lillian Vernon Foundation | 500 5th Ave Fl 5, New York, NY 10110-0501 | NY | 1996-03 | $1,984,544 |
18 | Lilly & David Hollander Foundation Inc | C/O Weiss Co - 22 West 38th St, New York, NY 10018 | NY | 1995-06 | $11 |
19 | Lilly And Philip Schwebel Foundation Trust | 8229 Abingdon Rd, Kew Gardens, NY 11415-1313 | NY | 1998-05 | $87,458 |
20 | Lily Auchincloss Foundation Inc | 16 E 79th St Ste 31, New York, NY 10075-0150 | NY | 1997-06 | $17,245,028 |
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