Yearley Family Foundation 11032000 in Albany, 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
| Yearley Family Foundation 11032000 | |
| Employer Identification Number (EIN) | 043540667 |
| Name of Organization | Yearley Family Foundation 11032000 |
| In Care of Name | Ayco Company Tax Dept |
| Address | PO BOX 15014, Albany, NY 12212-5014 |
| Subsection | Charitable Organization |
| Ruling Date | 12/2001 |
| Deductibility | Contributions are deductible |
| 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 | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $4,058,551 |
| Amount of Income | $1,209,071 |
| Form 990 Revenue Amount | $-93,025 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Philanthropy, Voluntarism, and Grantmaking Foundations (Not Elsewhere Classified) |
Non-representatives - add comments:
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 | $-93,025 | $118,655 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $117,642 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,013 | |||
| Total expenses and disbursements | $240,861 | $37,632 | $0 | $182,438 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $60,861 | $37,632 | $2,438 | |
| Contributions, gifts, grants paid | $180,000 | |||
| Excess of revenue over expenses and disbursements | $-333,886 | |||
| Net investment income | $81,023 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,275,887 | $4,358,097 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,501,089 | |
| Investments-corporate bonds | $1,480,527 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $294,271 | |
| Total liabilities | $145,084 | |
| Mortgages and other notes payable | $0 | |
| Other | $145,084 | |
| Total liabilities and net assets/fund balances | $4,130,803 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-211,680 |
| 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 | $1,620 |
| Total credits and payments | $12,904 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $12,904 |
| 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 | $11,284 |
| Amount to be credited to 2013 estimated tax | $1,284 |
| 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 | $4,265,207 |
| Net value of noncharitable-use assets | $4,201,220 |
| Minimum investment return | $210,061 |
| Distributable Amount (for 2012) | |
| Distributable amount | $208,441 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $208,441 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $208,351 |
| 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 | Yangtze Repertory Theatre Of America Inc | 22 Howard St Ste 3b, New York, NY 10013-3137 | NY | 1994-04 | $65,591 |
| 2 | Yankee Lake Preservation Alliance Inc | PO BOX 558, Wurtsboro, NY 12790-0558 | NY | 2004-12 | $90,038 |
| 3 | Yaphank Historical Society | PO BOX 111, Yaphank, NY 11980-0111 | NY | 1975-01 | $54,633 |
| 4 | Yashresh Yaakov Inc | 1931 Homecrest Ave, Brooklyn, NY 11229-2709 | NY | 1994-12 | $10,743 |
| 5 | Yaspan-Unterberg Foundation Inc | 36 Pembroke Dr, Glen Cove, NY 11542-1788 | NY | 1991-06 | $2,256,814 |
| 6 | Yates County Arts Council Inc | 127 Main St, Penn Yan, NY 14527-1202 | NY | 1983-07 | $591,965 |
| 7 | Yates County Genealogical And Historical Society | 107 Chapel Street, Penn Yan, NY 14527 | NY | 1976-02 | $130,599 |
| 8 | Yates County Youth Soccer League Inc | PO BOX 165, Penn Yan, NY 14527-0165 | NY | 2010-08 | $23,233 |
| 9 | Yates Tuberculosis & Health Assn Inc | Po Box 194, Yan, NY 14527 | NY | 1954-11 | $5,015 |
| 10 | Yb Charitable Foundation | 1567 46th St, Brooklyn, NY 11219-2726 | NY | 2006-07 | $20 |
| 11 | Yearley Family Foundation 11032000 | PO BOX 15014, Albany, NY 12212-5014 | NY | 2001-12 | $1,209,071 |
| 12 | Yechiel Tzvi Foundation Inc | 820 4th Ave, Brooklyn, NY 11232-1612 | NY | 2009-05 | $7,500 |
| 13 | Yedid Charitable Foundation | 34 W 33rd St Fl 5, New York, NY 10001-3304 | NY | 2004-02 | $100,097 |
| 14 | Yee Shan Benevolent Society Inc | 61 E Broadway Frnt 1, New York, NY 10002-6810 | NY | 1994-08 | $177,379 |
| 15 | Yes I Can | 276 Temple Hill Rd Unit 2206, New Windsor, NY 12553-6877 | NY | 1995-03 | $2,371 |
| 16 | Yeshiva Beit Rafael, Rosenthal Abe Ttee | 7520 Vleigh Pl, Flushing, NY 11367-2841 | NY | 1996-08 | $438,812 |
| 17 | Yeshiva Derech Chaim | 1573 39th St, Brooklyn, NY 11218-4413 | NY | 1976-06 | $3,279,273 |
| 18 | Yeshiva Eitz Chaim Of Hillside Inc | 1845-52 St Apt 5, Brooklyn, NY 11204 | NY | 2010-12 | $631,277 |
| 19 | Yeshiva Gedola Lubavitch Inc | 383 Kingston Ave, Brooklyn, NY 11213 | NY | 2005-09 | $45,940 |
| 20 | Yeshiva Har Torah | 250-10 Grand Central Pkwy, Little Neck, NY 11426 | NY | 1993-12 | $7,157,898 |
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