Soros Charitable Foundation Tr, Soros George Et Al 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
| Soros Charitable Foundation Tr, Soros George Et Al Ttees | |
| Employer Identification Number (EIN) | 137003532 |
| Name of Organization | Soros Charitable Foundation Tr |
| Secondary Name | Soros George Et Al Ttees |
| Address | 400 W 59th St, New York, NY 10019-8023 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2011 |
| Assets | $50,000,000 to greater |
| Income | $10,000,000 to $49,999,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $60,339,763 |
| Amount of Income | $20,510,768 |
| Form 990 Revenue Amount | $-1,633,113 |
Non-representatives - add comments:
Expenses for 2011
Assets 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 | $-1,633,113 | $13,080,226 | $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 | $510,768 | |||
| Total expenses and disbursements | $20,313,226 | $0 | $0 | $33,097 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $313,226 | $0 | $33,097 | |
| Contributions, gifts, grants paid | $20,000,000 | |||
| Excess of revenue over expenses and disbursements | $-21,946,339 | |||
| Net investment income | $13,080,226 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $60,339,763 | $60,339,763 |
| Cash - non-interest-bearing | $528,889 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $57,631,851 | |
| Other | $2,179,023 | |
| Total liabilities | $731,262 | |
| Mortgages and other notes payable | $0 | |
| Other | $731,262 | |
| Total liabilities and net assets/fund balances | $59,608,501 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-2,143,881 |
| 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 | $261,605 |
| Total credits and payments | $261,605 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $42,324 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $219,281 |
| Backup withholding erroneously withheld | $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? | 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? | Yes |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| 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? | Yes |
| 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)? | Yes |
| 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 | $81,300,390 |
| Net value of noncharitable-use assets | $80,080,880 |
| Minimum investment return | $4,004,044 |
| Distributable Amount (for 2011) | |
| Distributable amount | $3,742,439 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $3,742,439 |
| 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 | Songs Of Love Foundation | PO BOX 750809, Forest Hills, NY 11375-0809 | NY | 1996-07 | $382,532 |
| 2 | Sons Of Italy In America, 1353 Henry H Rogers-Cabrini | PO BOX 341, Tuxedo, NY 10987-0341 | NY | 1941-06 | $37,132 |
| 3 | Sons Of Italy In America, 2232 Gugliemo Marconi | 333 Moffitt Blvd, Islip, NY 11751-2719 | NY | 1941-06 | $55,756 |
| 4 | Sons Of Italy In America, 2234 Giuseppe A Nigro | PO BOX 205, Brentwood, NY 11717-0205 | NY | 1941-06 | $402,712 |
| 5 | Sons Of Italy In America, 2344 Per Sempre | 16329 90th St, Howard Beach, NY 11414-3629 | NY | 1941-06 | $107,256 |
| 6 | Sons Of Italy In America 443 Duca Delgi Abruzzi | 126 Odell Avenue, Endicott, NY 13760 | NY | 1941-06 | $0 |
| 7 | Sons Of The Revolution In The State Of New York Inc | 54 Pearl Street, New York, NY 10004-4300 | NY | 1938-04 | $1,622,328 |
| 8 | Sontag Family Foundation | 21 Harbor Drive N, Port Washington, NY 11050 | NY | 2003-11 | $119,502 |
| 9 | Sonya Staff Foundation Inc | 3000 Marcus Ave Ste 1e5, Lake Success, NY 11042-1108 | NY | 1984-12 | $106,926 |
| 10 | Sophias Cure Inc | 2849 Saw Mill Rd, Wantagh, NY 11793-2348 | NY | 2010-02 | $588,458 |
| 11 | Soros Charitable Foundation Tr, Soros George Et Al Ttees | 400 W 59th St, New York, NY 10019-8023 | NY | 1994-07 | $20,510,768 |
| 12 | Soros Economic Development Fund | 224 W 57th St 9th Fl, New York, NY 10019-3212 | NY | 1994-11 | $602,255 |
| 13 | Soros Foundation-Hungary | 400 W 59th St, New York, NY 10019-1105 | NY | 1984-09 | $0 |
| 14 | Soros Humanitarian Foundation Tr, Soros George Et Al Ttees | 400 W 59th St, New York, NY 10019-1105 | NY | 1994-02 | $65,000,000 |
| 15 | Sos Metals Inc Retiree Hra Non-Union Plan | 150 E 42nd St 7th Fl, New York, NY 10017-5612 | NY | 2008-02 | $27,413 |
| 16 | Sos Metals Inc Retiree Hra Union Plan | 150 East 42nd Street 7th Floor, New York, NY 10017-5612 | NY | 2008-02 | $5,312 |
| 17 | Sound Shore Medical Center Of Westchester Foundation Inc | 16 Guion Pl, New Rochelle, NY 10801-5502 | NY | 1991-04 | $795,076 |
| 18 | Soundview Community In Action Corporation | 236 Newman Avenue, Bronx, NY 10473 | NY | 1997-09 | $436,744 |
| 19 | South African American Organization Inc, Saao | 11 Martine Ave Suite 1450, White Plains, NY 10606 | NY | 1992-08 | $10,000 |
| 20 | South American Explorers Club | 126 Indian Creek Rd, Ithaca, NY 14850-1310 | NY | 1982-03 | $32,590 |
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