Culbreath Trust Fbo First Bapt Ch Of Tampa in Jacksonville, 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
Culbreath Trust Fbo First Bapt Ch Of Tampa | |
Employer Identification Number (EIN) | 596131254 |
Name of Organization | Culbreath Trust Fbo First Bapt Ch Of Tampa |
In Care of Name | Bank Of America Trustee |
Address | PO BOX 40200, Jacksonville, FL 32203-0200 |
Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
Foundation | All organizations except 501(c)(3) |
Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
Tax Period | 08/2012 |
Assets | $500,000 to $999,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
Asset Amount | $3,583 |
Amount of Income | $33,575 |
Form 990 Revenue Amount | $98,390 |
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 | $98,390 | $98,371 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $32,499 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $65,891 | |||
Total expenses and disbursements | $44,788 | $9,924 | $0 | $34,364 |
Compensation of officers, directors, trustees, etc. | $15,065 | |||
Total operating and administrative expenses | $17,295 | $9,924 | $6,871 | |
Contributions, gifts, grants paid | $27,493 | |||
Excess of revenue over expenses and disbursements | $53,602 | |||
Net investment income | $88,447 | |||
Adjusted net income | $0 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $1,005,754 | $1,111,904 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $973,128 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $32,626 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $1,005,754 |
Capital Gains and Losses for Tax on Investment Income (for 2011) | |
Capital gain net income | $65,891 |
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 | $1,769 |
Total credits and payments | $686 |
2011 estimated tax payments and 2010 overpayment credited to 2011 | $686 |
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 | $1,083 |
Amount to be credited to 2012 estimated tax | $0 |
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? | 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 | $1,159,698 |
Net value of noncharitable-use assets | $1,142,300 |
Minimum investment return | $57,115 |
Distributable Amount (for 2011) | |
Distributable amount | $55,346 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $55,346 |
Undistributed income for 2011. This amount must be distributed in 2012 | $48,475 |
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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Other organizations in Florida | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Cuban Medical Association Inc | 3121 Nw 4th St, Miami, FL 33125-5053 | FL | 1984-05 | $209,243 |
2 | Cuban Museum Inc | 1500 S Dixie Hwy Ste 200, Coral Gables, FL 33146-3038 | FL | 1998-11 | $288,759 |
3 | Cuban National Heritage Corp, Cuban Cultural Hereitage Herencia Cultural Cubana | 3934 Sw 8th Street Suite 201, Coral Gables, FL 33134 | FL | 1995-10 | $109,576 |
4 | Cuban Pilots Association Inc | 11253 Nw 59 Terrace, Miami, FL 33178 | FL | 2000-05 | $6,211 |
5 | Cuban Theatre Foklore Heritage Inc | 250 W 25th St, Hialeah, FL 33010-1528 | FL | 1998-06 | $2,412 |
6 | Cuban-American National Foundation Inc | 3rd Floor, Miami, FL 33135 | FL | 1983-03 | $316,726 |
7 | Cubanet News Inc | 145 Madeira Ave Ste 202, Coral Gables, FL 33134-4520 | FL | 1998-04 | $540,446 |
8 | Cuda Orchestra Booster Club Corp | 10101 Sw 152 Street, Miami, FL 33157 | FL | 2009-01 | $0 |
9 | Cuenteros & Company Inc | 11171 Sw 60th St, Miami, FL 33173-1115 | FL | 2009-02 | $20 |
10 | Culbreath Family Foundation Inc | 114 E Davis Blvd Unit 2, Tampa, FL 33606-3507 | FL | 2008-11 | $7,006 |
11 | Culbreath Trust Fbo First Bapt Ch Of Tampa | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | $33,575 | |
12 | Culinary And Hospitality Education Foundation Of Southwest Florida | 1659 Chinaberry Court, Naples, FL 34105 | FL | 2005-01 | $56,430 |
13 | Culinary Concept Charities Inc | 837 Fifth Avenue South, Naples, FL 34102-6648 | FL | 2003-01 | $10,646 |
14 | Dragonwood Conservancy Inc | 28035 Hosea Ln, Eustis, FL 32736-8497 | FL | 1997-03 | $165,250 |
15 | Cully A And Lois Dowdle Cobb Foundation Inc | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1979-01 | $1,014,390 |
16 | Cultivate Optimum Opportunities For Learning Foundation Inc | 2925 Regatta Rd, Naples, FL 34103-4120 | FL | 2007-01 | $280,081 |
17 | Cultural Arts Association Of Walton County Inc | 105 Hogtown Bayou Ln, Santa Rsa Bch, FL 32459-3825 | FL | 1993-06 | $868,202 |
18 | Cultural Arts Coalition Inc | 321 Nw 10th St, Gainesville, FL 32601-5010 | FL | 1991-04 | $113,073 |
19 | Cultural Canvas Inc | 1001 N Barcelona St, Pensacola, FL 32501-3105 | FL | 2007-03 | $90,682 |
20 | Cultural Center At Ponte Vedra Beach Inc | 50 Executive Way, Ponte Vedra, FL 32082-2771 | FL | 1995-07 | $629,524 |
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