Dutkowsky Charitable Foundation Tr in Tampa, 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
| Dutkowsky Charitable Foundation Tr | |
| Employer Identification Number (EIN) | 043541368 |
| Name of Organization | Dutkowsky Charitable Foundation Tr |
| In Care of Name | Robert M & Lorraine C Dutkowsky |
| Address | 4201 Bayshore Blvd Unit 1504, Tampa, FL 33611-1666 |
| Subsection | Charitable Organization |
| Ruling Date | 05/2001 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,606,786 |
| Amount of Income | $436,258 |
| Form 990 Revenue Amount | $22,357 |
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 | $56,487 | $56,487 | $55,486 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $42,710 | |||
| Dividends and interest from securities | $12,776 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,001 | |||
| Total expenses and disbursements | $82,999 | $1,385 | $1,385 | $81,113 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,886 | $1,385 | $0 | |
| Contributions, gifts, grants paid | $81,113 | |||
| Excess of revenue over expenses and disbursements | $-26,512 | |||
| Net investment income | $55,102 | |||
| Adjusted net income | $54,101 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,674,843 | $1,674,843 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $225,235 | |
| Investments-corporate stock | $615,832 | |
| Investments-corporate bonds | $719,501 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $114,275 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,674,843 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,001 |
| 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 | $1,102 |
| Total credits and payments | $2,302 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $637 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $1,665 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $1,200 |
| Amount to be credited to 2013 estimated tax | $1,200 |
| 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? | Yes |
| 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 | $1,683,245 |
| Net value of noncharitable-use assets | $1,658,000 |
| Minimum investment return | $82,900 |
| Distributable Amount (for 2012) | |
| Distributable amount | $81,798 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $81,798 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $81,798 |
| 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 | Duo Charitable Foundation | 100 Sawgrass Corners Dr, Ponte Vedra, FL 32082-3567 | FL | 1998-08 | $222,422 |
| 2 | Duplicate Bridge Association Of Sun City Center | PO BOX 5903, Sun City Ctr, FL 33571-5903 | FL | 1983-02 | $68,023 |
| 3 | Dupuytren Foundation | 1732 S Congress Ave Suite 348, Palm Springs, FL 33461-2140 | FL | 2009-06 | $36,195 |
| 4 | Dura Connell Foundation | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 2004-05 | $238,187 |
| 5 | Durant Music Boosters Inc | 4748 Cougar Path, Plant City, FL 33567-3002 | FL | 2014-06 | $70,232 |
| 6 | Durbin Creek Elementary School Parent Teacher Organization | 4100 Race Track Rd, Saint Johns, FL 32259-2083 | FL | 2004-03 | $196,995 |
| 7 | Durden Foundation | 2605 Thomas Drive, Panama City Beach, FL 32408-6240 | FL | 1999-07 | $300,533 |
| 8 | Durham Foundation | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1949-11 | $31,456 |
| 9 | Durham Foundation Fletcher Heart Fund | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1949-11 | $219,070 |
| 10 | Durham Foundation-Boone Memorial Fund For Elon College | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1949-11 | $94,300 |
| 11 | Dutkowsky Charitable Foundation Tr | 4201 Bayshore Blvd Unit 1504, Tampa, FL 33611-1666 | FL | 2001-05 | $436,258 |
| 12 | Dutton House Inc | 145 East Rich Avenue, Deland, FL 32724-4338 | FL | 1992-07 | $34 |
| 13 | Duval Association For Residential Care | 1050 N Davis St, Jacksonville, FL 32209-6808 | FL | 1979-06 | $291,901 |
| 14 | 4-H Clubs & Affiliated 4-H Organizations, Duval County 4-H Foundation Inc | 1010 Mcduff Ave N, Jacksonville, FL 32254-2031 | FL | 1946-04 | $176,250 |
| 15 | Duval County Farm Bureau | 5542 Dunn Ave, Jacksonville, FL 32218-4332 | FL | 1966-07 | $258,972 |
| 16 | Duval County Medical Society | 1301 Riverplace Blvd Ste 1638, Jacksonville, FL 32207-9064 | FL | 1969-05 | $518,527 |
| 17 | Duval Radford Charitable Tes Tr 920-315007036031 | PO BOX 1908, Orlando, FL 32802-1908 | FL | 2006-06 | $86,071 |
| 18 | Dwayne Hawkins Family Foundation Inc | 6001 34th St N, St Petersburg, FL 33714-1251 | FL | 2006-08 | $199,509 |
| 19 | Dwight H Harrelson Memorial Scholarship Fund | PO BOX 40200 FL9-100-10-19, Jacksonville, FL 32203-0200 | FL | 1971-12 | $187,589 |
| 20 | Dwight Stephens Inc, South Florida Disciples | 8200 Cleary Blvd Apt 2002, Plantation, FL 33324-1379 | FL | 2008-08 | $23,127 |
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