Joe & Mary Helen Bennett Scholarship Fund, Jones Donna R Ttee in Venice, 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
Joe & Mary Helen Bennett Scholarship Fund, Jones Donna R Ttee | |
Employer Identification Number (EIN) | 356605585 |
Name of Organization | Joe & Mary Helen Bennett Scholarship Fund |
Secondary Name | Jones Donna R Ttee |
Address | 2004 Ravinia Cir, Venice, FL 34292-3510 |
Activities | Scholarships (other) |
Subsection | Charitable Organization |
Ruling Date | 07/1996 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Tax Period | 12/2012 |
Assets | $1 to $9,999 |
Income | $1 to $9,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $9,831 |
Amount of Income | $267 |
Form 990 Revenue Amount | $-328 |
National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards |
Non-representatives - add comments:
Amount of income in 2012: $267 (it was $5,568 in 2011)
Joe & Mary Helen Bennett Scholarship Fund, Jones Donna R Ttee: | $267 |
Other organizations performing similar types of work: | $72,336 |
Assets in 2012: $9,831 (it was $12,815 in 2011)
Joe & Mary Helen Bennett Scholarship Fund, Jones Donna R Ttee: | $9,831 |
Other organizations performing similar types of work: | $239,394 |
Expenses in 2012: $3,251
Joe & Mary Helen Bennett Scholarship Fund, Jones Donna R Ttee: | $3,251 |
Other organizations performing similar types of work: | $40,888 |
Income to expenses ratio in 2012: 0.1
Joe & Mary Helen Bennett Scholarship Fund, Jones Donna R Ttee: | 0.1 |
Other organizations performing similar types of work: | 1.4 |
Grants share in income in 2012: 0.0%
Joe & Mary Helen Bennett Scholarship Fund, Jones Donna R Ttee: | 0.0% |
Other organizations performing similar types of work: | 0.1% |
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 | $267 | $267 | $267 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $267 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $3,251 | $1,051 | $0 | $2,200 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $1,051 | $1,051 | $0 | |
Contributions, gifts, grants paid | $2,200 | |||
Excess of revenue over expenses and disbursements | $-2,984 | |||
Net investment income | $0 | |||
Adjusted net income | $267 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $9,831 | $16,470 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $9,437 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $394 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $9,831 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
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 | $0 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $0 |
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? | Yes |
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 | $17,195 |
Net value of noncharitable-use assets | $16,940 |
Minimum investment return | $847 |
Distributable Amount (for 2012) | |
Distributable amount | $0 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $0 |
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 | $267 | $266 | $397 | $605 | $1,535 |
Qualifying distributions made directly for active conduct of exempt activities | $2,200 | $2,400 | $4,000 | $5,000 | $13,600 |
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 | $565 | $587 | $654 | $753 | $2,559 |
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 | Sylvester H Reed Memorial Trust | PO BOX 1111, Pflugerville, TX 78691-1111 | TX | 1998-01 | $1,242,927 |
2 | Wayne M Densch Charities Inc | PO BOX 536845, Orlando, FL 32853-6845 | FL | 1993-05 | $6,977,537 |
3 | Southern Scholarship Foundation Inc | 322 Stadium Dr, Tallahassee, FL 32304-3450 | FL | 1957-03 | $4,694,580 |
4 | Suncoast Credit Union Foundation | 6801 E Hillsborough Avenue, Tampa, FL 33610-4110 | FL | 1991-01 | $2,453,523 |
5 | Wrec Educational Foundation Inc | PO BOX 278, Dade City, FL 33526-0278 | FL | 1998-03 | $769,552 |
6 | William J Warren Irrv Residual Tr | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1998-07 | $500,840 |
7 | Thomas And Elsie Deeley Foundation | 9580 Sloane St, Orlando, FL 32827-7043 | FL | 1996-03 | $351,855 |
8 | The Lacy And Mattie Meador Family Academic Scholarship Trust | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1997-10 | $258,950 |
9 | William E And Patricia J Kassling Family Foundation | 4601 Gulf Shore Blvd N Apt 19, Naples, FL 34103-2214 | FL | 1997-03 | $221,175 |
10 | Tallahassee Quarterback Club Foundation | 1713 Mahan Drive, Tallahassee, FL 32308-1218 | FL | 1996-05 | $175,147 |
11 | Scholarship Foundation Of The Navy Wives Clubs Of America | 1830 W Schwartz Blvd, The Villages, FL 32159-2174 | FL | 1959-06 | $137,644 |
12 | The Mccurry Foundation Inc | 4417 Beach Boulevard, Jacksonville, FL 32207-4786 | FL | 1995-07 | $133,479 |
13 | Most Worshipful Cypress Grand Lodge Foundation | PO BOX 2033, Miami Gardens, FL 33055 | FL | 2013-01 | $82,250 |
14 | American Culinary Federation Palm Beach County Chapter Inc | 3813 Bluebell St, Palm Bch Gdns, FL 33410-5613 | FL | 1997-03 | $61,163 |
15 | The Dunedin Youth Guild Inc | PO BOX 1453, Dunedin, FL 34697-1453 | FL | 1994-08 | $50,491 |
16 | The Music Foundation Of Southwest Florida Inc | 13300-56 S Cleveland Ave Pmb 214, Fort Myers, FL 33907-3871 | FL | 1992-09 | $35,560 |
17 | The Afro-American Club Of Citrus County | PO BOX 641103, Beverly Hills, FL 34464-1103 | FL | 1991-09 | $20,370 |
18 | Tom P Haney Education Foundation Inc | 3016 Highway 77, Panama City, FL 32405 | FL | 1995-08 | $18,314 |
19 | Burton And Doris Lyman And James C Thompson Iii Scholarship Fdn Inc | 8109 Fairhaven Glen, University Park, FL 34201 | FL | 1993-02 | $3,384 |
20 | Victor & Sonnie Brooks Foundation | 8400 Vamo Rd, Sarasota, FL 34231-7807 | FL | 1997-02 | $1,721 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 3,412 |
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