Lonnie And Susan Steffen Family Foundation, Steffen Lonnie L & Susan D Ttees in Venice, Florida (FL)
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 Florida
| Lonnie And Susan Steffen Family Foundation, Steffen Lonnie L & Susan D Ttees | |
| Employer Identification Number (EIN) | 066431380 |
| Name of Organization | Lonnie And Susan Steffen Family Foundation |
| Secondary Name | Steffen Lonnie L & Susan D Ttees |
| In Care of Name | Drew Mersereau & Knierim P C |
| Address | 99 Chickadee, Venice, FL 34285 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $97,173 |
| Amount of Income | $5,711 |
| Form 990 Revenue Amount | $4,671 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Philanthropy, Voluntarism, and Grantmaking Foundations (Not Elsewhere Classified) |
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 | $5,930 | $5,940 | $5,940 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $10 | |||
| Dividends and interest from securities | $5,930 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $2,320 | $2,320 | $2,320 | $2,066 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $0 | $0 | $0 | |
| Contributions, gifts, grants paid | $2,066 | |||
| Other | $1 | |||
| Excess of revenue over expenses and disbursements | $3,620 | |||
| Net investment income | $3,620 | |||
| Adjusted net income | $3,620 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $148,952 | $258,986 |
| Cash - non-interest-bearing | $52,470 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $96,671 | |
| Total liabilities | $254 | |
| Mortgages and other notes payable | $0 | |
| Other | $254 | |
| Total liabilities and net assets/fund balances | $148,698 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $248 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $248 |
| Tax due | $248 |
| 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 | $258,700 |
| Net value of noncharitable-use assets | $254,820 |
| Minimum investment return | $12,741 |
| Distributable Amount (for 2012) | |
| Distributable amount | $12,486 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $12,486 |
| 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 Florida | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Kvetko Family Foundation | 28330 Terrazza Ln, Naples, FL 34110-2770 | FL | 2004-02 | $89,966 |
| 2 | Klorfine Foundation | 2700 N Ocean Dr Apt 2103a, Riviera Beach, FL 33404-4757 | FL | 1994-11 | $10,153,696 |
| 3 | Kennedy Foundation | PO BOX 43250, Jacksonville, FL 32203-3250 | FL | 2010-04 | $318,388 |
| 4 | Kweli International Mission Inc | Po Box 152, Lake Placid, FL 33862 | FL | 1998-02 | $0 |
| 5 | Kris Camp-Therapy Intensive | 1132 Green Hill Trace, Tallahassee, FL 32317 | FL | 1996-03 | $44,193 |
| 6 | Tr Uw Kendall A Jarvis | P O Box 40200 Fl9-100-10-19, Jacksonville, FL 32203-0200 | FL | $115,140 | |
| 7 | Suc Tr Uw L G Robertson, 035-022006311963 | P O Box 40200 Fl9-100-10-19, Jacksonville, FL 32203-0200 | FL | $73,292 | |
| 8 | Leach Family Foundation | 350 Royal Palm Way, Palm Beach, FL 33480-4327 | FL | 1991-03 | $6,002 |
| 9 | Lec Family Foundation, Leicle E Chesser Et Al Ttee | 2515 N Crosswater Path, Lecanto, FL 34461-9339 | FL | 2007-10 | $68,040 |
| 10 | Lilac Foundation | 1329 Nw 3rd Ave, Delray Beach, FL 33444-3005 | FL | 1998-10 | $235,789 |
| 11 | Lonnie And Susan Steffen Family Foundation, Steffen Lonnie L & Susan D Ttees | 99 Chickadee, Venice, FL 34285 | FL | 1997-07 | $5,711 |
| 12 | Lotz Family Foundation | 30 Isla Bahia Dr, Ft Lauderdale, FL 33316-2308 | FL | 2008-06 | $434,386 |
| 13 | Links Foundation Inc, Fort Pierce Florida Chapter Of The Links Incorporated | Po Box 880402, Port Saint Lucie, FL 34988-0402 | FL | 1980-02 | $5,402,532 |
| 14 | Language Academy Charter School Inc | 4125 Us Highway 19, New Prt Rchy, FL 34652-5948 | FL | 2002-10 | $657,437 |
| 15 | Language Project Inc | PO BOX 13201, Tallahassee, FL 32317-3201 | FL | 2001-05 | $97,266 |
| 16 | Lankler Family Foundation Inc | 88 W Riverside Dr, Jupiter, FL 33469-2960 | FL | 2005-11 | $39,945 |
| 17 | Laola K Bannan Uta Fbo All Childrens Hospital | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1988-03 | $643,076 |
| 18 | Lapointe Foundation Inc | 1181 S Rogers Circle, Boca Raton, FL 33487-2761 | FL | 2003-02 | $1 |
| 19 | Laquer Foundation Inc | 200 South Biscayne Blvd, Miami, FL 33131-2310 | FL | 2005-12 | $30 |
| 20 | Larc Foundation Inc | 2570 Hanson St, Fort Myers, FL 33901-7408 | FL | 1989-12 | $16 |
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