Sperry Fund in New York, New York (NY)

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Sperry Fund
Employer Identification Number (EIN)136114308
Name of OrganizationSperry Fund
Address99 Park Ave Rm 2200, New York, NY 10016-1601
ActivitiesOther school related activities, Gifts, grants, or loans to other organizations, Scholarships (other)
SubsectionCharitable Organization
Ruling Date02/1964
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2012
Assets$10,000,000 to $49,999,999
Income$500,000 to $999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$16,200,879
Amount of Income$847,875
Form 990 Revenue Amount$494,368
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Public Foundations


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Amount of income in 2012: $847,875 (it was $670,487 in 2011)
Sperry Fund: 

 $847,875
Other organizations performing similar types of work: 

 $72,526

Assets in 2012: $16,200,879 (it was $17,019,104 in 2011)
This organization: 

 $16,200,879
Other organizations performing similar types of work: 

 $52,681

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$494,368$282,156$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$118
Dividends and interest from securities$227,714
Gross rents$0
Gross profit from sales of goods$0
Other income$212,212
Other$54,324
Total expenses and disbursements$1,044,251$65,209$0$978,440
Compensation of officers, directors, trustees, etc.$4,000
Total operating and administrative expenses$186,876$65,209$121,065
Contributions, gifts, grants paid$857,375
Excess of revenue over expenses and disbursements$-549,883
Net investment income$216,947
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$17,019,104$1,701,910
Cash - non-interest-bearing$11,765
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$16,438,419
Other$568,920
Total liabilities$0
Total liabilities and net assets/fund balances$17,019,104
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$54,324
Net capital loss$0
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$2,169
Total credits and payments$8,716
2011 estimated tax payments and 2010 overpayment credited to 2011$8,716
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
Overpayment$6,547
Amount to be credited to 2012 estimated tax$6,547
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?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$14,950,254
Net value of noncharitable-use assets$14,726,000
Minimum investment return$736,300
Distributable Amount (for 2011)
Distributable amount$734,131
Undistributed Income (for 2011)
Distributable amount for 2011$734,131
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
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$0
Unrelated Trade or Business Income (for 2009)
IncomeExpensesNet
Total$-135,301$0$-13,530
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$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$-135,301$12$-13,530
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 2009)
Total deductions$0
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
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$0
Unrelated business taxable income$-13,530
Unrelated business taxable income before net operating loss deduction$-13,530
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$-13,530
Specific deduction$1,000
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Number of organizations performing similar types of work
Alaska22
Alabama159
Arkansas82
Arizona241
California1,395
Colorado262
Connecticut189
District of Columbia90
Delaware52
Florida820
Georgia355
Hawaii51
Iowa119
Idaho47
Illinois515
Indiana203
Kansas108
Kentucky127
Louisiana132
Massachusetts388
Maryland280
Maine49
Michigan374
Minnesota228
Missouri257
Mississippi44
Montana52
North Carolina319
North Dakota33
Nebraska87
New Hampshire73
New Jersey503
New Mexico55
Nevada70
New York1,060
Ohio483
Oklahoma136
Oregon165
Pennsylvania439
Rhode Island53
South Carolina141
South Dakota35
Tennessee195
Texas824
Utah106
Virginia341
Vermont33
Washington263
Wisconsin183
West Virginia55
Wyoming36
International23
Total12,352

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