Eugene F Merkert 1996 Charitable Foundation, Merkert E F Ttee in Loxahatchee, 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
- Organizations performing similar types of work
| Eugene F Merkert 1996 Charitable Foundation, Merkert E F Ttee | |
| Employer Identification Number (EIN) | 043361816 |
| Name of Organization | Eugene F Merkert 1996 Charitable Foundation |
| Secondary Name | Merkert E F Ttee |
| Address | 2791 D Rd, Loxahatchee, FL 33470-4897 |
| Activities | Gifts, grants, or loans to other organizations, Church, synagogue, etc |
| Subsection | Charitable Organization |
| Ruling Date | 08/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $932,075 |
| Amount of Income | $910,483 |
| Form 990 Revenue Amount | $41,253 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2013: $910,483 (it was $405,833 in 2012)
| Eugene F Merkert 1996 Charitable Foundation, Merkert E F Ttee: | $910,483 |
| Other organizations performing similar types of work: | $153,770 |
Assets in 2013: $932,075 (it was $844,654 in 2012)
| Eugene F Merkert 1996 Charitable Foundation, Merkert E F Ttee: | $932,075 |
| Other organizations performing similar types of work: | $516,948 |
Expenses in 2012: $150,056
| This organization: | $150,056 |
| Other organizations performing similar types of work: | $60,348 |
Income to expenses ratio in 2012: 6.1
| Eugene F Merkert 1996 Charitable Foundation, Merkert E F Ttee: | 6.1 |
| Other organizations performing similar types of work: | 2.2 |
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 | $27,545 | $39,273 | $39,273 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $45 | |||
| Dividends and interest from securities | $39,228 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $150,056 | $5,650 | $0 | $77,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $73,056 | $5,650 | $0 | |
| Contributions, gifts, grants paid | $77,000 | |||
| Excess of revenue over expenses and disbursements | $-122,511 | |||
| Net investment income | $33,623 | |||
| Adjusted net income | $39,273 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $844,654 | $860,134 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $587,604 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $257,050 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $844,654 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-11,728 |
| 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 | $672 |
| Total credits and payments | $1,729 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,677 |
| 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 | $52 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $1,057 |
| Amount to be credited to 2013 estimated tax | $1,057 |
| 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 | $911,677 |
| Net value of noncharitable-use assets | $898,000 |
| Minimum investment return | $44,900 |
| Distributable Amount (for 2012) | |
| Distributable amount | $44,228 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $44,228 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Wallace Research Foundation | Attn Kay Hegarty 221 Third Ave Se, Cedar Rapids, IA 52401-1522 | IA | 1996-05 | $44,138,975 |
| 2 | Trimix Foundation | 50 Park Row W Ste 113, Providence, RI 02903-1114 | RI | 1997-05 | $23,588,272 |
| 3 | Russell Grinnell Memorial Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-10 | $13,669,625 |
| 4 | Wcp Foundation | 9 W 57th St, New York, NY 10019-2701 | NY | 1998-08 | $13,302,553 |
| 5 | Chia Family Foundation Inc | 7801 Blue Heron Way, West Palm Bch, FL 33412-3149 | FL | 1996-12 | $7,077,305 |
| 6 | Plangere Foundation Inc | 3829 Partridge Pl S Quail Ridge, Boynton Beach, FL 33436-5413 | FL | 1998-04 | $4,662,174 |
| 7 | Brandenburg Life Foundation | 401 N Point Rd Apt 1002, Osprey, FL 34229-2902 | FL | 1996-06 | $3,432,371 |
| 8 | Howard & Ethel Ross Tr Ua 2 | PO BOX 2918, Clearwater, FL 33757-2918 | FL | 1998-04 | $1,868,688 |
| 9 | Lichtenberger Foundation | 508 Nw Winters Creek Rd, Palm City, FL 34990-8096 | FL | 1997-07 | $1,754,420 |
| 10 | Michael And Annie Falk Foundation | PO BOX 2616, Palm Beach, FL 33480-2616 | FL | 1997-05 | $1,636,215 |
| 11 | The@gail M Asarch Private Charitable Foundation | 1601 Belvedere Rd Ste 407s, West Palm Bch, FL 33406-1518 | FL | 1998-07 | $1,228,817 |
| 12 | The Irving And Marjorie Cowan Family Foundation Inc | 3725 S Ocean Dr Ste 718, Hollywood, FL 33019-2942 | FL | 1996-08 | $1,091,345 |
| 13 | Eugene F Merkert 1996 Charitable Foundation, Merkert E F Ttee | 2791 D Rd, Loxahatchee, FL 33470-4897 | FL | 1997-08 | $910,483 |
| 14 | Charitable And Research Foundation | 3321 Sunset Key C704, Punta Gorda, FL 33955-3905 | FL | 1998-02 | $678,948 |
| 15 | Silberstein Family Foundation Inc | 3630 Gardens Pkwy Unit 203c, Palm Bch Gdns, FL 33410-2611 | FL | 1995-10 | $628,997 |
| 16 | Goldie & David Blanksteen Foundation, Blankstein Goldie & Etal Ttees | PO BOX 43250, Jacksonville, FL 32203-3250 | FL | 1996-09 | $613,749 |
| 17 | Steele Family Foundation, Steele Michael C Et Al Ttee | 196 Gomez Rd, Hobe Sound, FL 33455-2513 | FL | 1996-04 | $434,407 |
| 18 | Robert W Orrell Charitable Remainder Trust Uw | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1997-10 | $204,957 |
| 19 | The@harvey And Lois Dann Foundation Inc | 830-13 A1a Npmb 394, Ponte Vedre Beach, FL 32082 | FL | 1997-07 | $47,446 |
| 20 | The Reba And Sydney Raine Foundation | 84 Bishopscourt Rd, Osprey, FL 34229-8928 | FL | 1995-05 | $9 |
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