Leclerc Charity Fund in Naples, 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
Leclerc Charity Fund | |
Employer Identification Number (EIN) | 046183548 |
Name of Organization | Leclerc Charity Fund |
Address | 4501 Pond Apple Dr S, Naples, FL 34119-8537 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 08/1968 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $5,000,000 to $9,999,999 |
Income | $500,000 to $999,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $7,553,648 |
Amount of Income | $589,919 |
Form 990 Revenue Amount | $918,694 |
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 | $249,138 | $249,138 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $250,785 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $-28,526 | |||
Other | $26,879 | |||
Total expenses and disbursements | $694,946 | $6,274 | $0 | $573,545 |
Compensation of officers, directors, trustees, etc. | $45,948 | |||
Total operating and administrative expenses | $121,401 | $6,274 | $0 | |
Contributions, gifts, grants paid | $573,545 | |||
Excess of revenue over expenses and disbursements | $-445,808 | |||
Net investment income | $242,864 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $7,963,208 | $10,397,133 |
Cash - non-interest-bearing | $19,035 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $7,854,554 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $62,437 | |
Other | $27,182 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $7,963,208 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $26,879 |
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 | $2,429 |
Total credits and payments | $8,100 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $8,100 |
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 | $5,671 |
Amount to be credited to 2013 estimated tax | $5,671 |
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 | $10,742,243 |
Net value of noncharitable-use assets | $10,581,100 |
Minimum investment return | $529,055 |
Distributable Amount (for 2012) | |
Distributable amount | $526,626 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $526,626 |
Undistributed income for 2012. This amount must be distributed in 2013 | $219,150 |
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 | List Family Foundation | 24 Dockside Lane 50, Key Largo, FL 33037-5267 | FL | 2002-01 | $1,118,708 |
2 | Lawson Family Charitable Foundation | 263 Ferry Landing Dr, Sanibel, FL 33957-7443 | FL | 1998-03 | $2,236,263 |
3 | Legatus | 5072 Annunciation Circle Suite 202, Ave Maria, FL 34142 | FL | 1989-09 | $57,097 |
4 | Libman Family Foundation 220 N Sheldon St Arcola | 601 Putter Ln, Longboat Key, FL 34228-3528 | FL | 1989-10 | $40,004 |
5 | Lieselotte And Duane Gengler Foundation | 727 Saint Georges Ct, Naples, FL 34110-7958 | FL | 2009-07 | $20,000 |
6 | Linch Family Foundation | 5690 Huntington Park Ct, Boca Raton, FL 33496-2901 | FL | 1985-05 | $72,611 |
7 | Lincoln College Education And Research Fund Inc | 2710 Alt 19 North Ste 301-204, Palm Harbor, FL 34683-2666 | FL | 1951-06 | $10,954 |
8 | Linda Braun Foundation Inc | 620 Belle Isle Ave, Belleair Bch, FL 33786-3614 | FL | 2007-09 | $340,000 |
9 | Limestone Crossing By The University Of Kentucky Inc | 4250 Lakeside Dr Ste 214, Jacksonville, FL 32210 | FL | 2008-06 | $2,988 |
10 | Leah Belle & P David Chernov Charitable Foundation | 5420 Eagles Pt Cir Apt 306, Sarasota, FL 34231-9126 | FL | 1988-04 | $7,827 |
11 | Leclerc Charity Fund | 4501 Pond Apple Dr S, Naples, FL 34119-8537 | FL | 1968-08 | $589,919 |
12 | Linda Benedict Colvin Charitable Foundation | 545 Lake Louise Cir Unit 304, Naples, FL 34110-8046 | FL | 1990-08 | $3,500 |
13 | Louis & Lena Minkoff Foundation Inc | 4310 Sheridan St Ste 202, Hollywood, FL 33021-3554 | FL | 1967-02 | $332,967 |
14 | Little Flowers Foundation | 13368 Coluccio St, Venice, FL 34293-4504 | FL | 2003-11 | $25,488 |
15 | Loja Health Specialist Inc | 22 Essex Ln, Palm Coast, FL 32164-6232 | FL | 2003-03 | $0 |
16 | Loudon Hospital Center Tr Uw, 014-022006311476 | PO BOX 40200 FL9-100-10-19, Jacksonville, FL 32203-0200 | FL | 1970-12 | $724,215 |
17 | Larry And Doris Kelly Foundation | 4765 Chandlers Forde, Sarasota, FL 34235-7120 | FL | 1993-10 | $14,268 |
18 | Legatus, Legatus Genesis Chapter | 5072 Annunciation Circle, Immokalee, FL 34142-9695 | FL | 1989-09 | $92,464 |
19 | Lester Brown Foundation Inc | 9843 Marsh Pointe Dr, Orlando, FL 32832-5949 | FL | 2007-07 | $91,811 |
20 | Living Water Christian Ministries Inc | PO BOX 11956, Jacksonville, FL 32239-1956 | FL | 1993-05 | $75,523 |
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