James J & Marianne B Lowrey Foundation Inc in N Palm 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
- Other organizations in Florida
| James J & Marianne B Lowrey Foundation Inc | |
| Employer Identification Number (EIN) | 132923373 |
| Name of Organization | James J & Marianne B Lowrey Foundation Inc |
| Address | 12032 E End, N Palm Beach, FL 33408-2903 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1978 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 06/2011 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $114,848 |
| Amount of Income | $32,189 |
| Form 990 Revenue Amount | $32,189 |
Non-representatives - add comments:
Revenue for 2011
Assets 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 | $32,189 | $21,783 | $2,167 | |
| Contributions, gifts, grants, etc., received | $30,000 | |||
| Interest on savings and temporary cash investments | $22 | |||
| Dividends and interest from securities | $2,167 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $159,500 | $0 | $0 | $159,500 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $0 | $0 | $0 | |
| Contributions, gifts, grants paid | $159,500 | |||
| Excess of revenue over expenses and disbursements | $-127,311 | |||
| Net investment income | $21,783 | |||
| Adjusted net income | $2,167 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $114,848 | $144,087 |
| Cash - non-interest-bearing | $22,515 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $65,432 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $26,901 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $114,848 | |
| 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 | $218 |
| Total credits and payments | $942 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $942 |
| 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 |
| Overpayment | $724 |
| Amount to be credited to 2012 estimated tax | $724 |
| 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 | $194,364 |
| Net value of noncharitable-use assets | $191,440 |
| Minimum investment return | $9,572 |
| Distributable Amount (for 2011) | |
| Distributable amount | $9,354 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $9,354 |
| 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 | James E Holmes Regional Medical Center Auxiliary Inc | 1350 Hickory St, Melbourne, FL 32901-3224 | FL | 1979-10 | $104,691 |
| 2 | James E Iii And Robin G Robinson Charitable Tr, Robinson James E Iii & Robin G Ttee | 17530 Fosgate Rd, Montverde, FL 34756-3037 | FL | 2000-09 | $22,715 |
| 3 | James E Scott Community Association Incorporated | 2389 Nw 54th St, Miami, FL 33142-2956 | FL | 1974-11 | $8,470,218 |
| 4 | James E Zetrouer Tr Fbo Shiloh Methodist Church, Shiloh Methodist Church | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1999-10 | $287,513 |
| 5 | James G Boswell Trust Ua Fbo Minnie G Boswell Mem Hospital Trust Co Ba | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1947-10 | $73,368 |
| 6 | James H And Amy G Shimberg Foundation Inc | 611 W Bay St, Tampa, FL 33606-2703 | FL | 1984-10 | $760,896 |
| 7 | James H Carey Memorial Foundation For Christ Inc | 1807 County Road 209b, Green Cv Spgs, FL 32043-9409 | FL | 1997-05 | $16 |
| 8 | James Held & Kenn Karakul Charitable Foundation Inc | 241 Jungle Rd, Palm Beach, FL 33480-4811 | FL | 2001-01 | $100,004 |
| 9 | James Hicks Trust | PO BOX 40200 FL9-100-10-19, Jacksonville, FL 32203-0200 | FL | 1974-12 | $203,687 |
| 10 | Susans Danceworks Company Inc | 948 E Osceola Pkwy, Kissimmee, FL 34744-1615 | FL | 2003-11 | $79,154 |
| 11 | James J & Marianne B Lowrey Foundation Inc | 12032 E End, N Palm Beach, FL 33408-2903 | FL | 1978-01 | $32,189 |
| 12 | James L And Dorothy C Currie Foundation | 190 Island Creek Dr, Vero Beach, FL 32963-3364 | FL | 2007-11 | $1 |
| 13 | James M & Donna B Santo Foundation Inc | 8044 Nw 28th St, Ocala, FL 34482-5821 | FL | 1995-07 | $120 |
| 14 | James Newsom Scholarship Award | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1964-07 | $20,500 |
| 15 | James P & Margaret L Zehnder Foundation Inc | 28709 Tanner Dr, Wesley Chapel, FL 33543-5406 | FL | 2003-11 | $600,689 |
| 16 | James P Caruso And Christine S Caruso Charitable Fund Inc | PO BOX 568367, Orlando, FL 32856-8367 | FL | 1990-03 | $6,821 |
| 17 | James P Flynn Scholarship Fund Tr Uad 071495, Sexton David N Successor Ttee | PO BOX 336, Naples, FL 34106-0336 | FL | 1999-09 | $539,541 |
| 18 | James P Grey Tr Fbo Queens College | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1942-09 | $2,495 |
| 19 | James P Morgan Memorial Park & Botanical Garden Inc | 1192 Mary Lou Ln, Gulf Breeze, FL 32563-3709 | FL | 2001-04 | $4,632 |
| 20 | James R & Martha Crawford Tr, Myles A Anne Et Al Ttee | 187, Ponte Vedra Beach, FL 32082 | FL | 2001-12 | $583,884 |
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