Hansjoerg Wyss Foundation in Washington, District of Columbia (DC)
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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Organizations performing similar types of work
Hansjoerg Wyss Foundation | |
Employer Identification Number (EIN) | 233012622 |
Name of Organization | Hansjoerg Wyss Foundation |
In Care of Name | Joseph M Fisher |
Address | 1601 Connecticut Ave Nw Ste 802, Washington, DC 20009-1055 |
Subsection | Charitable Organization |
Ruling Date | 11/1999 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Tax Period | 12/2012 |
Assets | $50,000,000 to greater |
Income | $50,000,000 to greater |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $302,517,606 |
Amount of Income | $902,973,677 |
Form 990 Revenue Amount | $201,067,984 |
National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2012: $902,973,677 (it was $209,321,313 in 2011)
This organization: | $902,973,677 |
Other organizations performing similar types of work: | $105,489 |
Assets in 2012: $302,517,606 (it was $291,615,836 in 2011)
Hansjoerg Wyss Foundation: | $302,517,606 |
Other organizations performing similar types of work: | $325,460 |
Expenses in 2012: $15,701,819
Hansjoerg Wyss Foundation: | $15,701,819 |
Other organizations performing similar types of work: | $49,058 |
Income to expenses ratio in 2012: 57.5
Hansjoerg Wyss Foundation: | 57.5 |
Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2012: 0.0%
This organization: | 0.0% |
Other organizations performing similar types of work: | 22.8% |
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 | $26,603,589 | $239,566,913 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $4,609 | |||
Dividends and interest from securities | $5,459,970 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $-648,413 | |||
Other | $21,787,423 | |||
Total expenses and disbursements | $15,701,819 | $274,169 | $0 | $10,210,098 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $5,743,712 | $274,169 | $251,991 | |
Contributions, gifts, grants paid | $9,958,107 | |||
Excess of revenue over expenses and disbursements | $10,901,770 | |||
Net investment income | $239,292,744 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $302,517,606 | $308,640,429 |
Cash - non-interest-bearing | $230,896 | |
Investments-U.S. and state government obligations | $144,129,322 | |
Investments-corporate stock | $83,340,534 | |
Investments-corporate bonds | $723,061 | |
Investments-mortgage loans | $0 | |
Investments-other | $50,413,729 | |
Other | $23,680,064 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $302,517,606 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $21,787,423 |
Net capital loss | $0 |
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 | $4,785,855 |
Total credits and payments | $5,256,824 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $5,256,824 |
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 | $470,969 |
Amount to be credited to 2013 estimated tax | $470,969 |
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 | $307,600,706 |
Net value of noncharitable-use assets | $302,986,700 |
Minimum investment return | $15,149,335 |
Distributable Amount (for 2012) | |
Distributable amount | $10,363,480 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $10,363,480 |
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 |
Unrelated Trade or Business Income (for 2008) | |||
Income | Expenses | Net | |
---|---|---|---|
Total | $-92,903 | $0 | $-92,903 |
Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
Cost of goods sold | $0 | $0 | $0 |
Gross profit | $0 | $0 | $0 |
Capital gain net income | $39,318 | $0 | $39,318 |
Net gain | $0 | $0 | $0 |
Capital loss deduction for trusts | $0 | $0 | $0 |
Income (loss) from partnerships and S corporations | $-132,221 | $0 | $-132,221 |
Rent income | $0 | $0 | $0 |
Unrelated debt-financed income | $0 | $0 | $0 |
Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
Exploited exempt activity income | $0 | $0 | $0 |
Advertising income | $0 | $0 | $0 |
Other income | $0 | $0 | $0 |
Deductions Not Taken Elsewhere (for 2008) | |
Total deductions | $22,012 |
Compensation of officers, directors, and trustees | $0 |
Salaries and wages | $0 |
Repairs and maintenance | $0 |
Bad debts | $0 |
Interest | $10,958 |
Taxes and licenses | $9,982 |
Charitable contributions | $0 |
Depreciation | $0 |
Depletion | $0 |
Contributions to deferred compensation plans | $0 |
Employee benefit programs | $0 |
Excess exempt expenses | $0 |
Excess readership costs | $0 |
Other deductions | $1,072 |
Unrelated business taxable income | $-114,915 |
Unrelated business taxable income before net operating loss deduction | $-114,915 |
Net operating loss deduction | $0 |
Unrelated business taxable income before specific deduction | $-114,915 |
Specific deduction | $1,000 |
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Organizations performing similar types of work | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | The Quetzal Trust, Brown Peter Co Ttee | PO BOX 39337, Washington, DC 20016-9337 | DC | 2001-01 | $64,441,384 |
2 | Richard W Goldman Family Foundation | 1201 Connecticut Ave Nw Ste 300, Washington, DC 20036-2656 | DC | 2011-06 | $15,187,277 |
3 | Spectemur Agendo Inc | 122 Maryland Ave Ne, Washington, DC 20002-5610 | DC | 2007-11 | $10,551,839 |
4 | S & R Foundation | 1623 28th St Nw, Washington, DC 20007-2953 | DC | 2002-08 | $9,032,044 |
5 | Wyss Medical Foundation Inc | 1601 Connecticut Ave Nw Ste 802, Washington, DC 20009-1055 | DC | 2009-03 | $6,375,984 |
6 | World Bank Community Connections Fund | 1818 H St Nw, Washington, DC 20433-0001 | DC | 2003-02 | $5,528,265 |
7 | The Hillside Foundation, Holt Allan M | 1001 Pennsylvania Avenue Nw No 220s, Washington, DC 20004-2525 | DC | 2006-11 | $4,973,077 |
8 | Stephen Case Foundation | 1717 Rhode Is Ave Nw Ste 700, Washington, DC 20036-3028 | DC | 1997-07 | $4,000,074 |
9 | Concordia Foundation, J Robinson West Ttee | 1250 24th St Nw Ste 300, Washington, DC 20037-1186 | DC | 2015-02 | $4,000,012 |
10 | Daniello Family Foundation Inc | 1001 Pennsylvania Ave Ste 220s, Washington, DC 20004-2525 | DC | 2013-07 | $3,023,305 |
11 | The Miller-Wehrle Family Foundation | 5448 33rd St Nw, Washington, DC 20015-1627 | DC | 2007-12 | $2,512,810 |
12 | Ba Rudolph Foundation | PO BOX 21251, Washington, DC 20009-0751 | DC | 2012-09 | $1,216,626 |
13 | Yuen Foundation Incorporated | PO BOX 9492, Washington, DC 20016-9492 | DC | 2007-05 | $584,692 |
14 | The Hanley Foundation | 1101 30th St Nw Ste 500, Washington, DC 20007-3772 | DC | 2000-11 | $504,098 |
15 | Journey Fund Tr 10212009, Mary Louise Cohen Et Al Ttee | 2000 Massachusetts Ave Nw, Washington, DC 20036-1022 | DC | 2010-01 | $498,373 |
16 | The@ida Joseph Kaplan Foundation | 1633 35th St Nw, Washington, DC 20007-2316 | DC | 2008-06 | $352,078 |
17 | Kolar Charitable Foundation Of Buckleysandler | 1250 24th St Nw Ste 700, Washington, DC 20037-1222 | DC | 2010-09 | $307,856 |
18 | Park 6 Foundation Inc | 5344 41st St Nw, Washington, DC 20015-1904 | DC | 2010-03 | $292,489 |
19 | Lynn Courtney Foundation | 4210 River Rd Nw, Washington, DC 20016-4535 | DC | 2010-04 | $258,158 |
20 | Urban Nation Inc | 4200 Wisconsin Ave Nw Ste 106 255, Washington, DC 20016-2143 | DC | 1998-05 | $211,450 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 22,395 |
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