Lisa Ann Sharf Foundation in New York, 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
| Lisa Ann Sharf Foundation | |
| Employer Identification Number (EIN) | 232575534 |
| Name of Organization | Lisa Ann Sharf Foundation |
| In Care of Name | Lisa Green |
| Address | 1120 Park Ave Ste 3a, New York, NY 10128-1242 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1989 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $366,915 |
| Amount of Income | $59,787 |
| Form 990 Revenue Amount | $20,651 |
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 | $20,651 | $20,651 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $10 | |||
| Dividends and interest from securities | $8,831 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $11,810 | |||
| Total expenses and disbursements | $24,659 | $5,574 | $0 | $19,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $5,759 | $5,574 | $100 | |
| Contributions, gifts, grants paid | $18,900 | |||
| Excess of revenue over expenses and disbursements | $-4,008 | |||
| Net investment income | $15,077 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $362,907 | $353,692 |
| Cash - non-interest-bearing | $6,127 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $266,117 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $90,663 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $362,907 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $11,810 |
| 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 | $302 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $302 |
| 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 | $393,052 |
| Net value of noncharitable-use assets | $387,160 |
| Minimum investment return | $19,358 |
| Distributable Amount (for 2011) | |
| Distributable amount | $19,056 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $19,056 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $18,740 |
| 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 | Lipsay Fam Charitable Foundation Tr, Lipsay Seth & Deanne Ttees | 46 Merrivale Rd, Great Neck, NY 11020-1816 | NY | 1998-07 | $16 |
| 2 | Lipton Family Foundation | 5 W 37th St Fl 4, New York, NY 10018-5366 | NY | 1993-11 | $34,383 |
| 3 | Lipton Foundation | 51 W 52nd St, New York, NY 10019-6119 | NY | 2001-08 | $1,131 |
| 4 | Liquor & Wine Credit Association Inc | 901 N Broadway Ste 22, White Plains, NY 10603-2414 | NY | 1979-02 | $21,510 |
| 5 | Liquor Salesmens Union Local 2 Insurance Trust Fund | 8402 18th Ave, Brooklyn, NY 11214-2911 | NY | 1958-02 | $882,473 |
| 6 | Liquor Salesmens Union Local 2, Severance Trust Fund | 8402 18th Ave, Brooklyn, NY 11214-2911 | NY | 1970-10 | $203,212 |
| 7 | Lira & Jon Cohen Foundation | 211 E 70th St Apt 33h, New York, NY 10021-5210 | NY | 2005-04 | $2 |
| 8 | Lisa And Michael Schultz Foundation Inc | PO BOX 15014, Albany, NY 12212-5014 | NY | 2002-04 | $100,514 |
| 9 | Lisa And Richard Baker Foundation | 3 Manhattanville Rd, Purchase, NY 10577-2116 | NY | 1997-09 | $125,001 |
| 10 | Lisa And Steven Tananbaum Charitable Tr, Tananbaum Lisa & Steven Ttee | 10 Loden Ln, Purchase, NY 10577-2310 | NY | 2003-10 | $4,618,997 |
| 11 | Lisa Ann Sharf Foundation | 1120 Park Ave Ste 3a, New York, NY 10128-1242 | NY | 1989-10 | $59,787 |
| 12 | Lisa Beth Gerstman Foundation | 439 Oak St, Garden City, NY 11530-6453 | NY | 2004-06 | $265,082 |
| 13 | Lisa Fonssagrives-Penn Tr, Penn Irving Ttee | C/O Citrin Cooperman Co Llp, Th Ave New York, NY 10017 | NY | 1994-01 | $1 |
| 14 | Lisa Leggon-Brown Memorial Foundation Inc | 11205 200th St, Saint Albans, NY 11412-2127 | NY | 1998-10 | $100 |
| 15 | Lisa Mcgraw Figure Skating Foundation Inc | 30 Rockefller Plz Rm 5600, New York, NY 10112-0015 | NY | 2001-07 | $2,290,678 |
| 16 | Lisben Charitable Foundation Inc | 123 Partridge Run, Schenectady, NY 12309-1321 | NY | 1999-03 | $125,749 |
| 17 | Lishakill Senior Citizens Club Inc | 1653 Central Ave, Albany, NY 12205-4021 | NY | 1978-09 | $17,947 |
| 18 | Lishkas Ezras Achim Inc | 637 Empire Blvd, Brooklyn, NY 11213-5211 | NY | 1974-01 | $227 |
| 19 | Lisle Fire Company Inc | PO BOX 306, Lisle, NY 13797-0306 | NY | 1998-04 | $149,258 |
| 20 | Lisle Free Library | PO BOX 305, Lisle, NY 13797-0305 | NY | 1952-10 | $74,267 |
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