The William And Jane Overman Foundation Inc 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
| The William And Jane Overman Foundation Inc | |
| Employer Identification Number (EIN) | 133386644 |
| Name of Organization | The William And Jane Overman Foundation Inc |
| Address | 1130 Park Ave, New York, NY 10128-1255 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1987 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 11/2012 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $149,200 |
| Amount of Income | $344,606 |
| Form 990 Revenue Amount | $32,063 |
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 | $196,318 | $56,679 | $0 | |
| Contributions, gifts, grants, etc., received | $198,454 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,017 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $96,637 | $657 | $0 | $95,980 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $657 | $657 | $0 | |
| Contributions, gifts, grants paid | $95,980 | |||
| Excess of revenue over expenses and disbursements | $99,681 | |||
| Net investment income | $56,022 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $149,200 | $151,561 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $41,062 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $10,282 | |
| Other | $97,856 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $149,200 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-3,153 |
| 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 | $1,120 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $1,142 |
| 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 | $167,095 |
| Net value of noncharitable-use assets | $164,580 |
| Minimum investment return | $8,229 |
| Distributable Amount (for 2012) | |
| Distributable amount | $7,109 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $7,109 |
| 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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| Other organizations in New York | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Vilna Project Inc | 130 West 57th Street, New York, NY 10019 | NY | 1994-04 | $3,334 |
| 2 | The Viola Fund, Leigh Abby And Mitch Trustees | 1501 Broadway Ste 1313, New York, NY 10036-5505 | NY | 1987-05 | $9,681,085 |
| 3 | The Walter Kann Foundation Inc | C/O Berdon Llp 360 Madison Avenue, New York, NY 10017 | NY | 1988-04 | $153,200 |
| 4 | The Waterfront Museum | 290 Conover St, Brooklyn, NY 11231-1020 | NY | 2006-04 | $191,123 |
| 5 | The Way To Work | 171 Madison Avenue, New York, NY 10016-5110 | NY | 1956-07 | $14 |
| 6 | The Wayne D Freihofer Family Foundation | 147 Old Niskayuna Rd, Loudonville, NY 12211-1155 | NY | 1998-02 | $248,401 |
| 7 | The Wechsler Foundation Inc | 235 East 22nd Street, New York, NY 10010-4616 | NY | 1986-07 | $258,870 |
| 8 | The Westchester Institute For Human Services Research Inc | 7-11 South Broadway, White Plains, NY 10601-3531 | NY | 1987-05 | $38,007 |
| 9 | The Western New York Society Of Health-System Pharmacists Chapter | C/O 92 Daigler Ct, East Amherst, NY 14051 | NY | 2003-03 | $34,757 |
| 10 | The Western New York Volunteer Firemens Association | PO BOX 216, Niagara Falls, NY 14304-0216 | NY | 2001-07 | $39,679 |
| 11 | The William And Jane Overman Foundation Inc | 1130 Park Ave, New York, NY 10128-1255 | NY | 1987-08 | $344,606 |
| 12 | The William G Walters Foundation C/O Whale Securities Corp | 15 West 53rd Street No 20a, New York, NY 10019-5401 | NY | 1988-03 | $395 |
| 13 | The William J Jennings Ii And Paula J Jennings Family Foundation, Jennings William J Ii Et Al Ttee | 30 Roxbury Rd, Garden City, NY 11530-4141 | NY | 2002-12 | $20 |
| 14 | The Williams Family Philanthropic Foundation | 100 Cedarhurst Ave Ste 205, Cedarhurst, NY 11516-2158 | NY | 1987-06 | $297,828 |
| 15 | The Winters Family Fund | 360 Madison Ave, New York, NY 10017-7111 | NY | 2004-12 | $779,899 |
| 16 | The Womens Therapy Centre Institute Inc | 562 W End Ave, New York, NY 10024-2715 | NY | 1986-10 | $37,839 |
| 17 | The Word | 328 Fenimore Ave Box 178, Uniondale, NY 11553-1515 | NY | 1977-10 | $1,820 |
| 18 | The Workforce Development Board Inc | 103 Rich Hall Oswego St Univ, Oswego, NY 13126 | NY | 1994-04 | $107,986 |
| 19 | The Wyler Family Foundation Inc | 7 Sage Ct, White Plains, NY 10605-4408 | NY | 1947-08 | $75,760 |
| 20 | The Yen Family Charitable Foundation | 680 Fifth Ave Ste 7th Fl, New York, NY 10019-5429 | NY | 1988-08 | $227,198 |
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