Herbert D Condie Iii Family Charitable Foundation in Vero Beach, 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
| Herbert D Condie Iii Family Charitable Foundation | |
| Employer Identification Number (EIN) | 431820709 |
| Name of Organization | Herbert D Condie Iii Family Charitable Foundation |
| In Care of Name | John D Valentine |
| Address | 545 Coconut Palm Rd, Vero Beach, FL 32963-3712 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $37,301 |
| Amount of Income | $34,342 |
| Form 990 Revenue Amount | $57,211 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2012: $34,342 (it was $57,211 in 2011)
| Herbert D Condie Iii Family Charitable Foundation: | $34,342 |
| Other organizations performing similar types of work: | $120,160 |
Assets in 2012: $37,301 (it was $57,384 in 2011)
| Herbert D Condie Iii Family Charitable Foundation: | $37,301 |
| Other organizations performing similar types of work: | $450,518 |
Expenses in 2012: $26,289
| Herbert D Condie Iii Family Charitable Foundation: | $26,289 |
| Other organizations performing similar types of work: | $61,287 |
Income to expenses ratio in 2012: 1.3
| This organization: | 1.3 |
| Other organizations performing similar types of work: | 7.3 |
Grants share in income in 2012: 49.9%
| Herbert D Condie Iii Family Charitable Foundation: | 49.9% |
| Other organizations performing similar types of work: | 8.9% |
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 | $6,206 | $3,111 | $0 | |
| Contributions, gifts, grants, etc., received | $3,095 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,369 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,742 | |||
| Total expenses and disbursements | $26,289 | $2,484 | $0 | $23,805 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $3,484 | $2,484 | $1,000 | |
| Contributions, gifts, grants paid | $22,805 | |||
| Excess of revenue over expenses and disbursements | $-20,083 | |||
| Net investment income | $627 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $37,301 | $44,606 |
| 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 | $33,979 | |
| Other | $3,322 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $37,301 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,742 |
| 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 | $13 |
| Total credits and payments | $125 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $125 |
| 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 | $0 |
| Overpayment | $112 |
| Amount to be credited to 2013 estimated tax | $112 |
| 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 | $59,713 |
| Net value of noncharitable-use assets | $58,820 |
| Minimum investment return | $2,941 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,928 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,928 |
| 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 Patterson Foundation | 2 N Tamiami Trl Ste 206, Sarasota, FL 34236-5585 | FL | 1997-04 | $75,305,780 |
| 2 | Wallace H Coulter Foundation | 790 Nw 107th Ave Ste 215, Miami, FL 33172-3158 | FL | 1997-07 | $64,864,567 |
| 3 | Rubens Family Foundation, Rubens Jack Ttee | 6598 Grande Orchid Way, Delray Beach, FL 33446-4333 | FL | 1997-06 | $8,149,307 |
| 4 | Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee, 003-055056358774 | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1996-12 | $3,373,936 |
| 5 | W L Amos Sr Foundation Inc | 38 Ocean Club Dr, Amelia Island, FL 32034-6543 | FL | 1998-11 | $3,096,046 |
| 6 | Weiler Foundation Inc | 231 Bradley Pl Ste 204, Palm Beach, FL 33480-3955 | FL | 1996-10 | $2,652,826 |
| 7 | Thelma And Melvin Lenkin Family Charitable Foundation Inc | 1500 S Ocean Blvd, Boca Raton, FL 33432-8529 | FL | 1998-03 | $2,026,816 |
| 8 | The John J And Lillian M Taylor Foundation | 655 N A1a, Jupiter, FL 33477-4579 | FL | 1996-11 | $1,973,943 |
| 9 | The Howard And Marcia Owens Charitable Trust | PO BOX 40200 FL9-100-10-19, Jacksonville, FL 32203-0200 | FL | 1997-07 | $1,709,193 |
| 10 | The@j S & S Michaan Foundation | C/O Bdo Usa Llp - Attn Lori B Myer, West Palm Beach, FL 33401 | FL | 1996-12 | $1,653,288 |
| 11 | Suncoast West Foundation Tr, Loonam J R And J Y Loonam Ttees | 3070 Fort Charles Dr, Naples, FL 34102-7948 | FL | 1997-06 | $1,150,511 |
| 12 | Stanley A Star Foundation, Star Richard Ttee | 400 5th Ave S Ste 201, Naples, FL 34102-6550 | FL | 1997-06 | $1,129,500 |
| 13 | Slater Foundation Inc | PO BOX 3319, Sarasota, FL 34230-3319 | FL | 1998-03 | $1,077,746 |
| 14 | Wild Family Foundation Inc | 400 Seasage Dr Apt 1101, Delray Beach, FL 33483-6755 | FL | 1997-08 | $1,065,564 |
| 15 | The@garnett A Smith Family Foundation Inc | 3100 Gin Ln, Naples, FL 34102-7807 | FL | 1998-01 | $959,672 |
| 16 | The Balser Foundation, Balser Ronald D & Barbara B Ttees | 7575 Pelican Bay Blvd Ste 1807ph, Naples, FL 34108-7532 | FL | 1994-05 | $800,667 |
| 17 | The Arial Group Foundation | 9086 166th Way N, Jupiter, FL 33478-4809 | FL | 1997-02 | $771,621 |
| 18 | The Gladys S Greentree Charitable Foundation 3 | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1995-06 | $622,921 |
| 19 | The Rolla And Kim Campbell Charitable Foundation, Campbell Rolla D Jr | C/O Caler Donten Levine 505 S, West Palm Beach, FL 33401 | FL | 1996-05 | $485,817 |
| 20 | Stacks Foundation Inc | PO BOX 1389, Minneola, FL 34755-1389 | FL | 1997-03 | $484,659 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 5,225 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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