William & Jane Rosenau 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
| William & Jane Rosenau Foundation Inc | |
| Employer Identification Number (EIN) | 237011889 |
| Name of Organization | William & Jane Rosenau Foundation Inc |
| In Care of Name | Mclaughlin & Stern Llp - T Feltha |
| Address | 260 Madison Ave, New York, NY 10016-2401 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1969 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2011 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $504,414 |
| Amount of Income | $33,020 |
| Form 990 Revenue Amount | $17,101 |
Non-representatives - add comments:
Revenue for 2011
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 | $17,101 | $14,389 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $13,299 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $4,587 | |||
| Total expenses and disbursements | $12,933 | $9,095 | $0 | $3,838 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $9,183 | $9,095 | $88 | |
| Contributions, gifts, grants paid | $3,750 | |||
| Excess of revenue over expenses and disbursements | $4,168 | |||
| Net investment income | $5,294 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $504,414 | $722,722 |
| Cash - non-interest-bearing | $21,578 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $474,249 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $8,587 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $504,414 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-785 |
| 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 | $106 |
| Total credits and payments | $156 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $156 |
| 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 | $0 |
| Overpayment | $50 |
| Amount to be credited to 2012 estimated tax | $50 |
| 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? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $793,740 |
| Net value of noncharitable-use assets | $781,840 |
| Minimum investment return | $39,092 |
| Distributable Amount (for 2011) | |
| Distributable amount | $38,986 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $38,986 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $38,986 |
| 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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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Wiener Family Future Foundation Inc | C/O Marcum Llp 750 Third Avenue 11t, New York, NY 10017 | NY | 2006-02 | $42,518 |
| 2 | Wildcat Athletic Club | PO BOX 335, Wading River, NY 11792-0335 | NY | 2006-05 | $201,627 |
| 3 | Wilderness Health Care Foundation Inc | 1014 Oswegatchie Trail Rd, Star Lake, NY 13690-3143 | NY | 1993-08 | $73,962 |
| 4 | Wildes Family Foundation Inc | 345 7th Ave Fl 21, New York, NY 10001-5033 | NY | 1999-04 | $173,434 |
| 5 | Evelyn Alexander Wildlife Rescue Center Inc | 228 W Montauk Hwy, Hampton Bays, NY 11946-3510 | NY | 1998-03 | $581,747 |
| 6 | Wildlife Watch Inc | PO BOX 562, Newpaltz, NY 12561-0562 | NY | 1982-09 | $28,471 |
| 7 | Willard T C Johnson Foundation Inc | C/O The Johnson Company Inc, New York, NY 10020 | NY | 1979-08 | $3,802,027 |
| 8 | Willetts Point Club Inc | PO BOX 55, West Islip, NY 11795-0055 | NY | 2003-03 | $25,514 |
| 9 | Willi Hennig Society | Amnh Central Park West And 79th St, New York, NY 10024 | NY | 1999-02 | $48,112 |
| 10 | William & Dewey Edelman Charitable Trust, Edelman Dewey & Stein Kenneth Ttee | 5 Woods Witch Ln, Chappaqua, NY 10514-1223 | NY | 2009-07 | $3,021,062 |
| 11 | William & Jane Rosenau Foundation Inc | 260 Madison Ave, New York, NY 10016-2401 | NY | 1969-03 | $33,020 |
| 12 | William & Mildred Lasdon Foundation | 650 Park Ave Apt 6f, New York, NY 10065-5986 | NY | 1974-07 | $6,249,768 |
| 13 | William & Sylvia Silberstein Foundation Inc | 1600 Harrison Avenue, Mamaroneck, NY 10543-3145 | NY | 1971-05 | $314,750 |
| 14 | William A And Lynn Douglass Foundation | 1 Liberty Plz Fl 41, New York, NY 10006-1404 | NY | 2005-03 | $10,011 |
| 15 | William A Haseltine Charitable Foundation | C/O Citrin Cooperman Co 529 Fifth, New York, NY 10017 | NY | 2003-09 | $2,258,686 |
| 16 | William And Bertha Goldfinger Foundation Inc | 220 Mead St, Waccabuc, NY 10597-1009 | NY | 1999-06 | $22,975 |
| 17 | William And Edith Berger Foundation | 1407 46th St, Brooklyn, NY 11219-2633 | NY | 1992-08 | $55,869 |
| 18 | William And Jerry Ungar Fdn Inc | 1185 Avenue Of The Americas, New York, NY 10036-2601 | NY | 1975-05 | $576,820 |
| 19 | William B Ogden Free Library | 42 Gardiner Pl, Walton, NY 13856-1321 | NY | 1943-11 | $562,443 |
| 20 | William B Reed Foundation Inc | 36 Phila Street, Saratoga Springs, NY 12866 | NY | 1991-01 | $16 |
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