Frances D Updike Charitable Foundation Inc in Lake Wales, 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
| Frances D Updike Charitable Foundation Inc | |
| Employer Identification Number (EIN) | 593211437 |
| Name of Organization | Frances D Updike Charitable Foundation Inc |
| In Care of Name | Lawrence C Updike |
| Address | PO BOX 231, Lake Wales, FL 33859-0231 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $91,961 |
| Amount of Income | $11 |
| Form 990 Revenue Amount | $11 |
Non-representatives - add comments:
Revenue for 2011
Expenses 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 | $11 | $11 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $9 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $5,063 | $0 | $0 | $5,063 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $63 | $0 | $63 | |
| Contributions, gifts, grants paid | $5,000 | |||
| Excess of revenue over expenses and disbursements | $-5,052 | |||
| Net investment income | $11 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $91,961 | $91,961 |
| Cash - non-interest-bearing | $91,961 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $91,961 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | 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 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 | $95,376 |
| Net value of noncharitable-use assets | $93,940 |
| Minimum investment return | $4,697 |
| Distributable Amount (for 2011) | |
| Distributable amount | $4,697 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $4,697 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| 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 | Fpca Educational Foundation Inc | 1971 W Lumsden Rd Ste 317, Brandon, FL 33511-8820 | FL | 2009-06 | $6,829 |
| 2 | Nextera Energy Foundation Inc | 700 Universe Blvd, Juno Beach, FL 33408-2657 | FL | 1989-03 | $6,073,661 |
| 3 | France-Florida Foundation For The Arts Inc | 1395 Brickell Ave Ste 1050, Miami, FL 33131-3311 | FL | 2006-01 | $1,100 |
| 4 | Francenia Fisher Trust | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1995-09 | $185,397 |
| 5 | Frances And Ronald Jaffe Foundation, Jaffe Ronald Ttee | 4880 12th Pl, Vero Beach, FL 32966-2668 | FL | 2001-04 | $255,190 |
| 6 | Frances And Sam Fielding Foundation | PO BOX 1908, Orlando, FL 32802-1908 | FL | 2001-06 | $913,739 |
| 7 | Frances B Walker Private Foundation, Press Edith W Ttee | 1455 Baytowne Ave E, Miramar Beach, FL 32550-4519 | FL | 2005-10 | $63 |
| 8 | Frances Bartlett Kinne Charitable Foundation Inc | 1800 Atlantic Blvd, Jacksonville, FL 32207-3404 | FL | 2002-07 | $1 |
| 9 | Frances C Hentz Trust Fund Uw 11003971 Fbo, Georgia Baptist Hospital | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1960-08 | $29,085 |
| 10 | Frances Calistus Ohanlon Foundation Inc | 2725 Ne 1st Ter, Wilton Manors, FL 33334-1008 | FL | 2009-02 | $6,545 |
| 11 | Frances D Updike Charitable Foundation Inc | PO BOX 231, Lake Wales, FL 33859-0231 | FL | 1994-02 | $11 |
| 12 | Frances J Bright Womans Club Charitable Foundation Inc | 730 Chatelaine Blvd E, Delray Beach, FL 33445 | FL | 2004-05 | $40,029 |
| 13 | Frances Langford Foundation | PO BOX 96, Jensen Beach, FL 34958-0096 | FL | 1990-05 | $10,371,067 |
| 14 | Frances M Roberson Charitable Tr | P O Box 40200 Fl9-100-10-19, Jacksonville, FL 32203-0200 | FL | 1996-07 | $24,173 |
| 15 | Frances R Wertzberger Charitable Tr, Glenn J Eugene Md Ttee | 4741 Atlantic Blvd Suite B-1, Jacksonville, FL 32207-2168 | FL | 1999-12 | $397,095 |
| 16 | Frances Sonnenschein Bald & Joseph Bald Foundation Inc | 4101 Pine Tree Dr, Miami Beach, FL 33140-3628 | FL | 2001-11 | $161,662 |
| 17 | Frances W Pederson Trust Uw 0933-012145202922 | PO BOX 1908, Orlando, FL 32802-1908 | FL | $151,834 | |
| 18 | Frances Winship Walters Trust Ua Fbo Emory Univ Trust Company Of Ge | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1958-02 | $2,147,720 |
| 19 | Francine And Herbert Tobin Foundation | 1101 Ben Tobin Drive, Hollywood, FL 33021-7845 | FL | 2003-02 | $38,180 |
| 20 | Francis & Kathleen Rooney Foundation Inc | 1400 Gulf Shore Blvd N Ste 190, Naples, FL 34102-4973 | FL | 2007-12 | $2,026,771 |
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