Flannery Trust Fund 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
| Flannery Trust Fund | |
| Employer Identification Number (EIN) | 586034449 |
| Name of Organization | Flannery Trust Fund |
| In Care of Name | Bank Of America N A |
| Address | PO BOX 40200, Jacksonville, FL 32203-0200 |
| Activities | Gifts, grants, or loans to other organizations, Church, synagogue, etc, Other religious activities |
| Subsection | Charitable Organization |
| Ruling Date | 07/1942 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,740,677 |
| Amount of Income | $4,364,373 |
| Form 990 Revenue Amount | $395,496 |
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 | $569,752 | $568,680 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $99,976 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $469,776 | |||
| Total expenses and disbursements | $262,266 | $26,162 | $0 | $229,514 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $34,137 | $26,162 | $1,385 | |
| Contributions, gifts, grants paid | $228,129 | |||
| Excess of revenue over expenses and disbursements | $307,486 | |||
| Net investment income | $542,518 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,740,677 | $3,905,540 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $3,705,728 | |
| Other | $34,949 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,740,677 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $469,776 |
| 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 | $5,425 |
| Total credits and payments | $3,724 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,724 |
| 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 | $1,701 |
| 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? | 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 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 | $3,918,751 |
| Net value of noncharitable-use assets | $3,859,980 |
| Minimum investment return | $192,999 |
| Distributable Amount (for 2012) | |
| Distributable amount | $187,574 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $187,574 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $145,327 |
| 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 | Flagler Premier Soccer, Florida Force Soccer Club | 23 Port Echo Lane, Palm Coast, FL 32164 | FL | 2009-10 | $54,069 |
| 2 | Flagler Symphonic Society Inc | PO BOX 350033, Palm Coast, FL 32135-0033 | FL | 2001-09 | $5,578 |
| 3 | Flagler System Health Benefit Trust | PO BOX 910, Palm Beach, FL 33480-0910 | FL | 1988-02 | $8,149,665 |
| 4 | F C United Of Florida Inc, Fuy Soccer | PO BOX 352493, Palm Coast, FL 32135-2493 | FL | 2002-05 | $313,238 |
| 5 | Flagler Volunteer Services Inc | PO BOX 353755, Palm Coast, FL 32135-3755 | FL | 2001-05 | $185,479 |
| 6 | Flagler Womans Club | PO BOX 562, Flagler Beach, FL 32136-0562 | FL | 1992-03 | $44,921 |
| 7 | Flaherty Family Foundation | 550 Okeechobee Blvd 923, West Palm Beach, FL 33401 | FL | $320,226 | |
| 8 | Flame Of Fire International Inc | 424 Creary St, Pensacola, FL 32507-3488 | FL | 1997-10 | $84,138 |
| 9 | Flamingo Bingo Inc | 13300 Sw 10th St, Pembroke Pns, FL 33027-1800 | FL | 1994-09 | $111,171 |
| 10 | Flamingo Park Neighborhood Association | Po Box 1112, West Palm Beach, FL 33402 | FL | 1992-03 | $31,547 |
| 11 | Flannery Trust Fund | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1942-07 | $4,364,373 |
| 12 | Flanzer Jewish Community Center Inc | 582 Mcintosh Rd, Sarasota, FL 34232-1957 | FL | 1989-09 | $4,481,054 |
| 13 | Flasco Cancer Trials Network Inc | 10022 Water Works Ln, Riverview, FL 33578-5301 | FL | 2009-04 | $83,010 |
| 14 | Fleet Landing Endowment Fund Inc | 4318 Fleet Landing Blvd, Atlantic Bch, FL 32233-7503 | FL | 1995-08 | $142,661 |
| 15 | Fleet Reserve Assoc Of Southwest Florida Branch & Unit Inc | PO BOX 1870, Lelegh Acres, FL 33970-1870 | FL | 1990-03 | $141,236 |
| 16 | Fleet Reserve Association Branch 290 Inc | Po Box 331538, Atlantic Beach, FL 32233 | FL | 1999-10 | $90,862 |
| 17 | Fleet Reserve Association Branch 91 Jacksonville Fla | 5391 Collins Rd, Jacksonville, FL 32244-5305 | FL | 1999-04 | $70,832 |
| 18 | Fleet Reserve Association Fun N Sun Branch 109 | 1359 Fairfax Rd, Clearwater, FL 33764 | FL | 1976-07 | $0 |
| 19 | Fleet Reserve Association Gainesville Branch No 179 Inc | PO BOX 34, Alachua, FL 32616-0034 | FL | 1977-02 | $500 |
| 20 | Fleet Reserve Club Inc | 390 Mayport Rd, Atlantic Bch, FL 32233-3334 | FL | 1967-09 | $369,102 |
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