Ruth Lazarus Charitable Tr, Feldber Michael 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
- Other organizations in New York
Ruth Lazarus Charitable Tr, Feldber Michael Ttee | |
Employer Identification Number (EIN) | 066519554 |
Name of Organization | Ruth Lazarus Charitable Tr |
Secondary Name | Feldber Michael Ttee |
Address | 1120 5th Ave, New York, NY 10128-0144 |
Subsection | Charitable Organization |
Ruling Date | 04/2002 |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $1,000,000 to $4,999,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $4,544,168 |
Amount of Income | $53,995 |
Form 990 Revenue Amount | $34,301 |
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 | $77,123 | $94,334 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $21,589 | |||
Dividends and interest from securities | $72,745 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $-17,211 | |||
Total expenses and disbursements | $70,983 | $7,715 | $0 | $61,668 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $9,315 | $7,715 | $0 | |
Contributions, gifts, grants paid | $61,668 | |||
Excess of revenue over expenses and disbursements | $6,140 | |||
Net investment income | $86,619 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $4,901,939 | $5,362,950 |
Cash - non-interest-bearing | $335,870 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $2,936,587 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $1,629,482 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $4,901,939 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
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 | $1,732 |
Total credits and payments | $1,732 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $625 |
Exempt foreign organizations-tax withheld at source | $0 |
Tax paid with application for extension of time to file (Form 8868) | $1,107 |
Backup withholding erroneously withheld | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $0 |
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? | Yes |
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 | $5,316,927 |
Net value of noncharitable-use assets | $5,237,180 |
Minimum investment return | $261,859 |
Distributable Amount (for 2012) | |
Distributable amount | $260,127 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $260,127 |
Undistributed income for 2012. This amount must be distributed in 2013 | $260,127 |
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 | Ruth And David A Goodkind Foundation Inc | 10 E 39th St Ste 1112, New York, NY 10016-0111 | NY | 1953-04 | $10,369 |
2 | Ruth And David Sutton Family Foundation, Sutton David S Et Al Ttee | 1 East 33rd St, New York, NY 10016-5011 | NY | 1994-04 | $437,435 |
3 | The Stanton Foundation | 1430 Broadway, New York, NY 10018-3308 | NY | 1991-09 | $272,615,823 |
4 | Ruth And Itzhak Fisher Foundation Inc | 155 West 70th Street, New York, NY 10023-4419 | NY | 2001-01 | $237,431 |
5 | Ruth And Milton Steinbach Fund Inc | 37 W 57th St Fl 5, New York, NY 10019-3411 | NY | 1951-12 | $4,116,948 |
6 | Ruth Camp Campbell Charitable Trust | 140 Broadway 4th Flr, New York, NY 10005-1108 | NY | 1977-07 | $2,912,062 |
7 | Ruth Gardner Trust 16-209740 Fbo, Anne & Meyer Scholarship Fund | C/O Nbt Bank Na 52 S Broad St, Norwich, NY 13815 | NY | 1968-10 | $1,349 |
8 | Ruth Haulenbeek St John-Helena L | 153 North St, Walton, NY 13856-1237 | NY | 1993-09 | $1,677 |
9 | Ruth Kaplan Furman Foundation | 91 Schoolhouse Ln, Roslyn Hts, NY 11577-2821 | NY | 2007-11 | $27,727 |
10 | Ruth Keeler Charitable Trust | 600 Fifth Ave, New York, NY 10020-2302 | NY | $460,430 | |
11 | Ruth Lazarus Charitable Tr, Feldber Michael Ttee | 1120 5th Ave, New York, NY 10128-0144 | NY | 2002-04 | $53,995 |
12 | Ruth Mcc Dayton Foundation, Watson Richard A Et Al Ttee | 330 5th Ave Rm 1300, New York, NY 10001-3101 | NY | 1995-01 | $116,780 |
13 | Ruth Turner Fund Inc | C/O Davidson Dawson Clark Llp, New York, NY 10165 | NY | 1973-04 | $586,400 |
14 | Ruth W Chamberlin Scholarship Trust | C/O Nbt Bank Na 52 S Broad St, Norwich, NY 13815 | NY | 1982-05 | $54,719 |
15 | Ruth Warrick Charitable Tr, Kane Jack Ttee | 120 E 34th St Ste Penthouse, New York, NY 10016-4609 | NY | 1991-10 | $129 |
16 | Ruth Williams Dance Foundation Inc | 700 Lenox Ave Apt 12g, New York, NY 10039-4512 | NY | 1991-02 | $131,929 |
17 | Ruthanne Koffman Charitable Foundation | PO BOX 1330, Binghamton, NY 13902-1330 | NY | 1985-08 | $220,669 |
18 | Rutkow Family Foundation | 146 W 57th St, New York, NY 10019-3301 | NY | 1998-09 | $185,509 |
19 | Rutkowski Family Foundation Inc | 282 Harrison Ave, Harrison, NY 10528-3328 | NY | 1997-12 | $35,181 |
20 | Rutland Nursing Home Inc | 585 Schenectady Avenue, Brooklyn, NY 11203-1851 | NY | 1969-10 | $79,025,005 |
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