Fred Habernam Richman Charitable Tr in Pensacola, 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
| Fred Habernam Richman Charitable Tr | |
| Employer Identification Number (EIN) | 592918989 |
| Name of Organization | Fred Habernam Richman Charitable Tr |
| Address | 690 Myrick St, Pensacola, FL 32505-8063 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1989 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 11/2012 |
| Assets | $25,000 to $99,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $59,615 |
| Amount of Income | $15,000 |
| Form 990 Revenue Amount | $1,803 |
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 | $1,131 | $1,131 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $835 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $295 | |||
| Total expenses and disbursements | $10,059 | $0 | $0 | $9,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,059 | $0 | $0 | |
| Contributions, gifts, grants paid | $9,000 | |||
| Excess of revenue over expenses and disbursements | $-8,928 | |||
| Net investment income | $1,131 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $59,615 | $63,249 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $51,475 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $8,140 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $59,615 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $295 |
| 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 | $11 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $11 |
| 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? | 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 | $67,029 |
| Net value of noncharitable-use assets | $66,020 |
| Minimum investment return | $3,301 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,290 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,290 |
| 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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| Other organizations in Florida | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Fraternal Order Of Police, 93 Orange Co Sheriff Lodge | PO BOX 2085, Orlando, FL 32802-2085 | FL | 1952-10 | $254,210 |
| 2 | Fraternal Order Of Police, District 5 | 4315 Nw 95th Ter, Sunrise, FL 33351-7658 | FL | 1952-10 | $18,234 |
| 3 | Fraternal Order Of Police, District One | 7786 Grundy St, Pensacola, FL 32507-1573 | FL | 1952-10 | $35,403 |
| 4 | Fraternal Order Of Police, Ost Florida State Lodge | 242 Office Plz, Tallahassee, FL 32301-2808 | FL | 1952-10 | $1,987,128 |
| 5 | Fraternal Order Of Eagles, 4497 Aerie | 1391 Kass Cir, Spring Hill, FL 34606-4310 | FL | 1991-08 | $65,448 |
| 6 | Frazier Foundation | 201 Beachside Dr, Vero Beach, FL 32963-9574 | FL | 2001-01 | $106,571 |
| 7 | Fred & Amy Weiss Family Foundation Inc | 4855 Technology Way Ste 720, Boca Raton, FL 33431-3351 | FL | 2000-11 | $1,273,674 |
| 8 | Fred B And Helen F Monar Charitable Trust | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1994-09 | $270,390 |
| 9 | Fred B Sieber Foundation, Jacobs Dennis Ttee | 119 North 11th Street, Tampa, FL 33602-4215 | FL | 1995-03 | $12,828 |
| 10 | Fred C Buerk Charitable Tua No 2 090799 | PO BOX 2918, Clearwater, FL 33757-2918 | FL | 2000-05 | $272,058 |
| 11 | Fred Habernam Richman Charitable Tr | 690 Myrick St, Pensacola, FL 32505-8063 | FL | 1989-03 | $15,000 |
| 12 | Fred Keller Foundaiton Inc | 6758 N Military Trl Ste 301, West Palm Bch, FL 33407-1224 | FL | 2002-10 | $25 |
| 13 | Fred L And Anna Rose Outland Fund, N C National Bank Tr | PO BOX 40200 FL9-100-10-19, Jacksonville, FL 32203-0200 | FL | 2001-01 | $549,709 |
| 14 | Fred Lang Foundation Inc | 1700 Education Ave, Punta Gorda, FL 33950-6222 | FL | 2001-10 | $64,731 |
| 15 | Fred O Funkhouser Charitable Foundation | 7508 Hawks Landing Dr, West Palm Bch, FL 33412-3108 | FL | 1998-01 | $7,164,353 |
| 16 | Fred Shipman Ministries Inc | PO BOX 16856, Wpb, FL 33416-6856 | FL | 1999-12 | $1 |
| 17 | Fred W And Marion B Mcpeake Family Foundation | 1835 N A1a, Indialantic, FL 32903-2642 | FL | 2000-09 | $37,314 |
| 18 | Fred Waters Baseball Clinic Inc | 101 S Jefferson St Ste D, Pensacola, FL 32502-5666 | FL | 1991-02 | $1,398 |
| 19 | Freda G Sheppard Charitable Foundation Inc | 579 S Indiana Ave Ste B-2, Englewood, FL 34223-3751 | FL | 1997-08 | $1 |
| 20 | Freda J Bullock Trust Uw | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1985-08 | $59,216 |
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