Roland J Kalb Memorial Foundation Inc in White Plains, 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
| Roland J Kalb Memorial Foundation Inc | |
| Employer Identification Number (EIN) | 136216908 |
| Name of Organization | Roland J Kalb Memorial Foundation Inc |
| In Care of Name | Joseph W Giardino |
| Address | 25 Rockledge Ave, White Plains, NY 10601-1200 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1967 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $17,440 |
| Amount of Income | $8,690 |
| Form 990 Revenue Amount | $9,721 |
Non-representatives - add comments:
Revenue for 2011
Expenses 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 | $9,721 | $0 | $3,511 | |
| Contributions, gifts, grants, etc., received | $6,210 | |||
| 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 | $3,511 | |||
| Total expenses and disbursements | $10,112 | $0 | $2,622 | $9,112 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,622 | $0 | $1,622 | |
| Contributions, gifts, grants paid | $7,490 | |||
| Excess of revenue over expenses and disbursements | $-391 | |||
| Net investment income | $0 | |||
| Adjusted net income | $889 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $17,910 | $17,910 |
| Cash - non-interest-bearing | $17,910 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| 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 | $17,910 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | Yes |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2011) | |
| Distributable amount | $0 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $0 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $721 | $24 | $745 |
| Qualifying distributions made directly for active conduct of exempt activities | $9,112 | $9,069 | $8,013 | $17,121 | $43,315 |
| Value of all assets | $17,910 | $18,301 | $19,814 | $18,147 | $74,172 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $17,910 | $18,301 | $19,814 | $18,147 | $74,172 |
| 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 | Roger Weiss Family Foundation Inc | 307 5th Ave Fl 8, New York, NY 10016-6517 | NY | 1987-07 | $139,063 |
| 2 | Rogers Family Foundation Inc | PO BOX 44, Armonk, NY 10504-0044 | NY | 1999-03 | $24,533 |
| 3 | The Amy Falls And Hartley Rogers Foundation, Hartley R Rogers Ttee | 159 Factory Pond Rd, Locust Valley, NY 11560-1415 | NY | 2006-02 | $491,794 |
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| 6 | Rogers Point Boating Association Inc | 190 River Rd, Hyde Park, NY 12538-1260 | NY | 1985-01 | $227,348 |
| 7 | Rogers-Carroll Family Foundation, Carroll Robert E Ttee | PO BOX 410, Westport, NY 12993-0410 | NY | 2000-02 | $641,083 |
| 8 | Rohauer Collection Foundation Inc | C/O E Grainger 480 Mamaroneck Ave, Harrison, NY 10528 | NY | 1990-12 | $153,277 |
| 9 | Rohit And Katharine Desai Foundation | 505 Park Ave Fl 12, New York, NY 10022-9318 | NY | 1985-04 | $661,203 |
| 10 | Roisen Family Foundation Inc | 1009 Park Avenue No Pha, New York, NY 10028-0936 | NY | 1997-05 | $16,041 |
| 11 | Roland J Kalb Memorial Foundation Inc | 25 Rockledge Ave, White Plains, NY 10601-1200 | NY | 1967-03 | $8,690 |
| 12 | Rolando Paulino Baseball Little League Inc | 735 E 165th St Apt 14-G, Bronx, NY 10456-7010 | NY | 2000-11 | $52,321 |
| 13 | Rolex Watch Usa Inc Retiree Medical Tr, Michael P Elms Ttee | 665 Fifth Avenue, New York, NY 10022-5305 | NY | 2007-07 | $5,248,394 |
| 14 | Rolf And Elizabeth Rosenthal Family Foundation, Rosenthal Rolf Werner Ttee | 31 The Glen, Locust Valley, NY 11560-2211 | NY | 1993-08 | $258,928 |
| 15 | Rollin O Baker Medical Center | 220 Steuben St, Montour Falls, NY 14865-9740 | NY | $9,548 | |
| 16 | Rolling Antiquers Old Car Club Inc | PO BOX 712, Norwich, NY 13815-0712 | NY | 1980-09 | $50,235 |
| 17 | Rolling Hills Association Inc | PO BOX 121, Howells, NY 10932-0121 | NY | 1985-04 | $455 |
| 18 | Rolling Oaks Apartments Inc | 1251 Avenue Of The Americas 35th Fl, New York, NY 10020-1104 | NY | 2003-10 | $6,733 |
| 19 | Rolling Thunder Inc, 3 New York Chapter | PO BOX 10991, Newburgh, NY 12552-0991 | NY | 1996-08 | $63,606 |
| 20 | Rolling Thunder Special Needs Program | C/O 164 Robinson Avenue, Medford, NY 11763 | NY | 2000-08 | $34,361 |
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