James A Merkert Memorial Fund 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
- Other organizations in Florida
| James A Merkert Memorial Fund | |
| Employer Identification Number (EIN) | 046428262 |
| Name of Organization | James A Merkert Memorial Fund |
| Address | 2791 D Rd, Loxahatchee, FL 33470-4897 |
| Activities | Scholarships (other), Described in section 170(b)1)(a)(vi) of the Code |
| Subsection | Charitable Organization |
| Ruling Date | 05/1979 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $180,088 |
| Amount of Income | $120,569 |
| Form 990 Revenue Amount | $183,688 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
Non-representatives - add comments:
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 | $-920 | $5,569 | $5,569 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $5,569 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $3,685 | $0 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $3,685 | $0 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-4,605 | |||
| Net investment income | $5,569 | |||
| Adjusted net income | $5,569 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $180,088 | $0 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $15,218 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $164,870 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $180,088 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-6,489 |
| 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 | $111 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $111 |
| 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 | $104,277 |
| Net value of noncharitable-use assets | $102,720 |
| Minimum investment return | $5,136 |
| Distributable Amount (for 2012) | |
| Distributable amount | $5,025 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $5,025 |
| 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 | Jamaica Nurses Association Of Florida Inc | PO BOX 695177, Miami, FL 33269-2177 | FL | 2004-06 | $47,770 |
| 2 | Jamaica Outreach Program Inc | PO BOX 110581, Naples, FL 34108-0110 | FL | 2007-12 | $360,847 |
| 3 | Jamaica U S A Chamber Of Commerce Inc | C/Odaviscpa Llc1745 N University Dr, Pembroke Pines, FL 33024 | FL | 2007-06 | $4,062 |
| 4 | Jamaican American Association Of Ce Ntral Florida Inc | PO BOX 680355, Orlando, FL 32868-0355 | FL | 2006-04 | $58,305 |
| 5 | Jamaicans Of The Palm Beaches Inc | 404 17th Street, West Palm Beach, FL 33401 | FL | 2000-05 | $0 |
| 6 | Jamali - Susan League Foundation Inc | 7330 Sandscove Ct, Winter Park, FL 32792-6923 | FL | 1999-03 | $1 |
| 7 | Jamerson Family Fdn Irrv Char Tr | PO BOX 1908, Orlando, FL 32802-1908 | FL | 2002-01 | $591,723 |
| 8 | James & Anne Kufeldt Foundation Inc | 13071 Fort Caroline Rd, Jacksonville, FL 32225-1246 | FL | 2000-12 | $82,189 |
| 9 | James & Deborah Piowaty Foundation Inc | 1063 Sw 25th Pl, Boynton Beach, FL 33426-7426 | FL | 1988-04 | $2,349 |
| 10 | James & Marie Amont Fam Foundation, Amont James Etal Ttee | 1580 Serenity Cir, Naples, FL 34110-4128 | FL | 2000-07 | $1 |
| 11 | James A Merkert Memorial Fund | 2791 D Rd, Loxahatchee, FL 33470-4897 | FL | 1979-05 | $120,569 |
| 12 | James And Alvina Bartos Balog Foundation Inc | 3055 Cardinal Dr Ste 202, Vero Beach, FL 32963-4921 | FL | 1999-05 | $1,241,479 |
| 13 | James And Barbara Summers Family Foundation, Summers James W Et Al Ttee | 282 Locha Dr, Jupiter, FL 33458-7733 | FL | 2002-08 | $918,159 |
| 14 | James And Dorothy Baer Foundation, Baer Jsmes F Ttee | 3203 Bayshore Blvd Unit 1502, Tampa, FL 33629-1711 | FL | 2004-02 | $175,556 |
| 15 | James And Elayne Schoke Family Foundation Inc | 401 E Linton Blvd Apt 410, Delray Beach, FL 33483-5026 | FL | 1991-04 | $22,364 |
| 16 | James And Joanne Mitchell Foundation Inc | 9095 Sw 87th Ave Ste 777, Miami, FL 33176-2310 | FL | 1999-11 | $600,966 |
| 17 | James And Marjorie Yashar Charitable Foundation | 13354 Deauville Dr, Palm Bch Gdns, FL 33410-1467 | FL | 1997-07 | $272,698 |
| 18 | James And Tara Mccahill Foundation | 6131 Louise Cove Dr, Windermere, FL 34786-8939 | FL | 2009-02 | $700,000 |
| 19 | James B & Blanche P Evans Tr | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1974-12 | $1,716 |
| 20 | James B Sanderlin Family Service Center Inc | 2335 22nd Ave S, St Petersburg, FL 33712-3019 | FL | 1992-01 | $1,617,985 |
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