Richard Blumenthal & Linda Morgan Foundation, Blumenthal Richard Et Al Ttee 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
- Organizations performing similar types of work
| Richard Blumenthal & Linda Morgan Foundation, Blumenthal Richard Et Al Ttee | |
| Employer Identification Number (EIN) | 137097699 |
| Name of Organization | Richard Blumenthal & Linda Morgan Foundation |
| Secondary Name | Blumenthal Richard Et Al Ttee |
| In Care of Name | Richard Blumenthal |
| Address | 930 5th Ave Apt 19e, New York, NY 10021-2680 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1996 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $9,429 |
| Amount of Income | $7,511 |
| Form 990 Revenue Amount | $2,883 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2012: $7,511 (it was $29,793 in 2011)
| Richard Blumenthal & Linda Morgan Foundation, Blumenthal Richard Et Al Ttee: | $7,511 |
| Other organizations performing similar types of work: | $153,770 |
Assets in 2012: $9,429 (it was $23,444 in 2011)
| This organization: | $9,429 |
| Other organizations performing similar types of work: | $516,948 |
Expenses in 2012: $14,429
| Richard Blumenthal & Linda Morgan Foundation, Blumenthal Richard Et Al Ttee: | $14,429 |
| Other organizations performing similar types of work: | $60,348 |
Income to expenses ratio in 2012: 0.5
| Richard Blumenthal & Linda Morgan Foundation, Blumenthal Richard Et Al Ttee: | 0.5 |
| Other organizations performing similar types of work: | 2.2 |
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 | $4,689 | $4,689 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $4,689 | |||
| Total expenses and disbursements | $14,429 | $814 | $0 | $13,594 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,675 | $814 | $840 | |
| Contributions, gifts, grants paid | $12,754 | |||
| Excess of revenue over expenses and disbursements | $-9,740 | |||
| Net investment income | $3,875 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $9,429 | $9,429 |
| Cash - non-interest-bearing | $1,328 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $8,101 | |
| Investments-corporate bonds | $0 | |
| 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 | $9,429 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $4,689 |
| 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 | $39 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $39 |
| 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 | $14,919 |
| Net value of noncharitable-use assets | $14,700 |
| Minimum investment return | $735 |
| Distributable Amount (for 2012) | |
| Distributable amount | $696 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $696 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Wcp Foundation | 9 W 57th St, New York, NY 10019-2701 | NY | 1998-08 | $13,302,553 |
| 2 | Rothfeld Family Foundation Inc | 156 5th Ave Ste 904, New York, NY 10010-7762 | NY | 1998-02 | $9,649,897 |
| 3 | Theodore Cross Family Charitable Foundation | 100 Merrick Road, Rockville Centre, NY 11570-4800 | NY | 1995-06 | $8,069,390 |
| 4 | Swartz Foundation Ua 110594 | 6 Light House Pointroad, Lloyd Harbor, NY 11743 | NY | 1996-01 | $6,695,817 |
| 5 | The Lita Annenberg Hazen Foundation | 667 Madison Avenue, New York, NY 10065 | NY | 1995-11 | $5,371,103 |
| 6 | Shikiar Family Foundation, Shikiar Stuart A Ttee | 30 E 85th St Apt 24b, New York, NY 10028-0462 | NY | 1996-12 | $3,993,513 |
| 7 | Strong Foundation Of New York | 30 E 71st St Ste 9a, New York, NY 10021-4956 | NY | 1962-08 | $1,662,254 |
| 8 | Serenbetz Family Foundation Inc | 695 West St, Harrison, NY 10528-2508 | NY | 1998-05 | $1,538,272 |
| 9 | Waterwheel Foundation Inc | C/O Bgco 420 Lexington Ave No 2520, New York, NY 10170 | NY | 1997-12 | $1,181,200 |
| 10 | Shmuel Fuch Foundation Inc | 1109 E 22nd St, Brooklyn, NY 11210-3619 | NY | 1997-05 | $1,087,040 |
| 11 | Simple Gifts Fund, Pierce Phyllis Wendt Ttee | 241 Main St Ste 100, Buffalo, NY 14203-2703 | NY | 1997-07 | $1,000,207 |
| 12 | Valliere Foundation | 630 Fifth Ave, New York, NY 10111-0100 | NY | 1998-11 | $950,041 |
| 13 | Slone Family Foundation | 128 I U Willets Rd, Old Westbury, NY 11568-1521 | NY | 1997-07 | $945,292 |
| 14 | W I L D Foundation | PO BOX 930, Pearl River, NY 10965-0930 | NY | 1997-06 | $507,835 |
| 15 | Walter A Duffy Perpetual Charitable Tr | 1100 Wehrle Dr 2nd Fl, Amherst, NY 14221-7748 | NY | 1996-10 | $462,579 |
| 16 | Svm Foundation, Milstein Seymour Ttee | 545 Madison Ave Fl 6 Ste 600, New York, NY 10022-9242 | NY | 1997-04 | $444,298 |
| 17 | S D F Family Foundation | 1442 51st St, Brooklyn, NY 11219-3605 | NY | 1997-08 | $356,334 |
| 18 | Sundheimer Foundation | C/O R Schneyer 900 Third Ave, New York, NY 10022 | NY | 1996-12 | $345,489 |
| 19 | Schonkopf Family Foundation | 466 Central Avenue, Cedarhurst, NY 11516-2052 | NY | 1997-04 | $321,593 |
| 20 | Dolores And Theodore Ehrenreich Foundation Inc | C/O A Aeder 950 Third Ave 20th Fl, New York, NY 10022 | NY | 1997-11 | $309,650 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 740 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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