Sheila Johnson Brutsch 1994 Tr Charitable Ua 110294, Johnson Betty W & Elizabeth R Ttees 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
| Sheila Johnson Brutsch 1994 Tr Charitable Ua 110294, Johnson Betty W & Elizabeth R Ttees | |
| Employer Identification Number (EIN) | 137046312 |
| Name of Organization | Sheila Johnson Brutsch 1994 Tr Charitable Ua 110294 |
| Secondary Name | Johnson Betty W & Elizabeth R Ttees |
| In Care of Name | The Johnson Company Inc |
| Address | 610 5th Ave Fl 2, New York, NY 10020-2403 |
| Subsection | Charitable Organization |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Association |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $500,000 to $999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $543,280 |
| Amount of Income | $5,131,962 |
| Form 990 Revenue Amount | $5,050,633 |
Non-representatives - add comments:
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 | $5,050,633 | $5,050,633 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $158 | |||
| Dividends and interest from securities | $173,588 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $4,876,887 | |||
| Total expenses and disbursements | $4,609,381 | $3,950 | $0 | $4,599,250 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $10,381 | $3,950 | $250 | |
| Contributions, gifts, grants paid | $4,599,000 | |||
| Excess of revenue over expenses and disbursements | $441,252 | |||
| Net investment income | $5,046,683 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $543,280 | $543,280 |
| Cash - non-interest-bearing | $543,280 | |
| 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 | $543,280 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $4,876,887 |
| 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 | $50,467 |
| Total credits and payments | $4,444 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $4,444 |
| 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 | $46,023 |
| 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 | $5,184,675 |
| Net value of noncharitable-use assets | $5,106,900 |
| Minimum investment return | $255,345 |
| Distributable Amount (for 2011) | |
| Distributable amount | $204,878 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $204,878 |
| 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 | $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 | Sheet Metal Workers International Association 38, 38 Smw | 38 Starr Ridge Rd, Brewster, NY 10509-4503 | NY | 1940-10 | $2,204,107 |
| 2 | International Assoc Of Sheet Metal Air Rail & Transportation Workers, Lcl Union 137 Appshp Training Plan | 2142 44th Dr, Long Is City, NY 11101-4710 | NY | 1973-05 | $795,371 |
| 3 | Sheet Metal Workers International Association, 137 Smw | 2142 44th Dr, Long Is City, NY 11101-4710 | NY | 1940-10 | $2,494,964 |
| 4 | Sheet Metal Workers International Association, 58 Smw | 301 Pulaski St, Syracuse, NY 13204-1132 | NY | 1940-10 | $775,814 |
| 5 | Sheet Metal Workers International Association, 71 Local | 24 Liberty Ave, Buffalo, NY 14215-2112 | NY | 1940-10 | $1,205,754 |
| 6 | Sheet Metal Workers International Association, Local Union 28 Labor Mgmt Comm & Tr | 16 Court St Ste 2100, Brooklyn, NY 11241-1021 | NY | 1986-05 | $4,845,157 |
| 7 | Sheet Metal Workers International Association | 301 Pulaski Street, Syracuse, NY 13204 | NY | 1940-10 | $39,547 |
| 8 | Paul Collins Jr Scholarship Plan | 2142 44th Dr, Long Is City, NY 11101-4710 | NY | 1997-08 | $209,762 |
| 9 | Sheet Metal Workers Local Union 83 Joint Apprenticeship Trust Fund | 718 3rd St, Albany, NY 12206-2007 | NY | 1971-08 | $271,355 |
| 10 | Sheet Metal Workers Local Union No 71 And Industry Welfare Trust Fund | 24 Liberty Ave, Buffalo, NY 14215-2112 | NY | 1988-07 | $7,079,230 |
| 11 | Sheila Johnson Brutsch 1994 Tr Charitable Ua 110294, Johnson Betty W & Elizabeth R Ttees | 610 5th Ave Fl 2, New York, NY 10020-2403 | NY | $5,131,962 | |
| 12 | Shelby M Tauber Supporting Foundation | 130 E 59th St 7th Fl Rm 726, New York, NY 10022-1302 | NY | 1995-08 | $1,949 |
| 13 | Sheldon & Judith Streisand Charitable Foundation | 111 Great Neck Rd Ste 412, Great Neck, NY 11021-5404 | NY | 1998-08 | $2 |
| 14 | Sheldon And Marilyn David Foundation Inc | 915 Ocean Pkwy, Brooklyn, NY 11230-3404 | NY | 1982-11 | $1 |
| 15 | Sheldon H Solow Foundation Inc | 9 West 57th Street No 4500, New York, NY 10019-2701 | NY | 1988-04 | $508,822 |
| 16 | Sheldrake Environmental Center Inc | 685 Weaver St, Larchmont, NY 10538-1015 | NY | 1974-05 | $173,041 |
| 17 | Shelley & Donald Rubin Foundation Inc | 17 West 17th Street, New York, NY 10011-5510 | NY | 1992-11 | $28,484,731 |
| 18 | Shelly & Lawrence Horowitz Family Foundation Inc | 250 E Olive St, Long Beach, NY 11561-3525 | NY | 2005-01 | $16,755 |
| 19 | Shelter Connection Inc | PO BOX 226, Greenvale, NY 11548-0226 | NY | 2000-05 | $46,420 |
| 20 | Shelter Harbor Assn Inc | 49 W 27th St Ste 920, New York, NY 10001-6936 | NY | 1958-11 | $213,378 |
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