Merlin 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
| Merlin Foundation | |
| Employer Identification Number (EIN) | 237418853 |
| Name of Organization | Merlin Foundation |
| In Care of Name | Schulte & Roth & Zabel |
| Address | 919 Third Ave, New York, NY 10022-3902 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1974 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $99,737 |
| Amount of Income | $263,721 |
| Form 990 Revenue Amount | $76,112 |
Non-representatives - add comments:
Expenses 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 | $-64,100 | $9,866 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $9,866 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-327 | |||
| Total expenses and disbursements | $181,358 | $9,363 | $0 | $171,995 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $20,991 | $9,363 | $11,628 | |
| Contributions, gifts, grants paid | $160,367 | |||
| Excess of revenue over expenses and disbursements | $-245,458 | |||
| Net investment income | $503 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $99,737 | $99,737 |
| 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 | $0 | |
| Other | $99,737 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $99,737 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-73,639 |
| 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 | $818 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $818 |
| 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 | $813 |
| 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 | $186,856 |
| Net value of noncharitable-use assets | $184,060 |
| Minimum investment return | $9,203 |
| Distributable Amount (for 2012) | |
| Distributable amount | $9,198 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $9,198 |
| 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 | Meredith Insurance Co | PO BOX 94, East Meredith, NY 13757-0094 | NY | 1944-12 | $47,689 |
| 2 | Partners For Progressive Israel | Ste 150, New York, NY 10001 | NY | 1991-06 | $197,880 |
| 3 | Mereville Foundation Inc | C/O Sacks 600 Third Avenue, New York, NY 10016 | NY | 1997-01 | $407,160 |
| 4 | Meridale Fire Depot & Emergency Squad Inc | PO BOX 104, Meridale, NY 13806-0104 | NY | 1998-06 | $26,874 |
| 5 | Meridian Arts Ensemble | 203 High Park Blvd, Amherst, NY 14226 | NY | 2005-03 | $43,468 |
| 6 | Meringoff Family Foundation Inc | 30 West 26th Street, New York, NY 10010-2011 | NY | 2007-08 | $1,473,491 |
| 7 | Meringoff Foundation Inc | PO BOX 175, Old Westbury, NY 11568-0175 | NY | 1987-03 | $10,001 |
| 8 | Merison Family Foundation | 285 Silvernails Rd, Pine Plains, NY 12567-6111 | NY | 2009-03 | $16 |
| 9 | Meristem Inc | 449 7th St, Brooklyn, NY 11215-3614 | NY | 2001-06 | $6,011 |
| 10 | Meriwether Foundation, Salomon Brothers Inc | Cleary Gottlieb One Liberty Plaza, New York, NY 10006 | NY | 1991-08 | $1 |
| 11 | Merlin Foundation | 919 Third Ave, New York, NY 10022-3902 | NY | 1974-12 | $263,721 |
| 12 | Merow Foundation | 125 Broad St, New York, NY 10004-2400 | NY | 1996-12 | $573,408 |
| 13 | Merrick Academy Queens Public Charter School, Merrick Preparatory Academy | 13625 218th St, Laurelton, NY 11413-2226 | NY | 2002-12 | $7,080,658 |
| 14 | Merrick Before-After School Program Inc | 21 Babylon Rd, Merrick, NY 11566-4549 | NY | 1998-06 | $566,628 |
| 15 | Merrick Chamber Of Commerce Inc | PO BOX 53, Merrick, NY 11566-0053 | NY | 1999-07 | $114,813 |
| 16 | Merrick Community Nursery School | 69 Willis Ave, Merrick, NY 11566-2974 | NY | 1957-07 | $254,876 |
| 17 | Merrick Estates Civic Association Inc | 263 Mineola Blvd, Mineola, NY 11501-2470 | NY | 1959-05 | $153,792 |
| 18 | Merrick Hook And Ladder Co No 1 | PO BOX 49, Merrick, NY 11566-0049 | NY | 2010-02 | $633,751 |
| 19 | Merrick Kiwans Foundation Inc | 24 Range Dr, Merrick, NY 11566-3233 | NY | 1990-12 | $64,622 |
| 20 | Merrick-Bellmore Community Concert Association Inc | 1899 Elsie Ave, Merrick, NY 11566 | NY | 1972-10 | $31,380 |
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