Louis C Lerner Foundation in Boca Raton, 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
Louis C Lerner Foundation | |
Employer Identification Number (EIN) | 046282473 |
Name of Organization | Louis C Lerner Foundation |
In Care of Name | Lerner & Company |
Address | 315 S E Mizner Blvd, Boca Raton, FL 33432-5008 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 03/1972 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2014 |
Assets | $100,000 to $499,999 |
Income | $1 to $9,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $332,495 |
Amount of Income | $33 |
Form 990 Revenue Amount | $2,670 |
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 | $4,599 | $4,599 | $4,599 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $4,569 | |||
Dividends and interest from securities | $30 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $7,984 | $0 | $0 | $7,931 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $6,184 | $0 | $6,131 | |
Contributions, gifts, grants paid | $1,800 | |||
Excess of revenue over expenses and disbursements | $-3,385 | |||
Net investment income | $4,599 | |||
Adjusted net income | $4,599 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $375,661 | $375,661 |
Cash - non-interest-bearing | $6,026 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $369,635 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $375,661 |
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 | $92 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $92 |
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 | $378,117 |
Net value of noncharitable-use assets | $372,440 |
Minimum investment return | $18,622 |
Distributable Amount (for 2012) | |
Distributable amount | $18,530 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $18,530 |
Undistributed income for 2012. This amount must be distributed in 2013 | $16,708 |
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 | Lou Gehrigs Disease Association Of Southwest Florida Inc | 3921 Nelson Ave, Sarasota, FL 34231 | FL | 2000-08 | $0 |
2 | Lou Parsell Foundation Inc | PO BOX 413032, Naples, FL 34101-3032 | FL | 2001-04 | $8,639 |
3 | Loubess Foundation Inc | 3201 Ne 183rd St Apt 902, Aventura, FL 33160-2530 | FL | 1953-02 | $13,854 |
4 | The Louie Bing Athletic Scholarship Fund Inc | 10500 Sw 164th St, Miami, FL 33157-3053 | FL | 1997-08 | $33,166 |
5 | Louie R & Gertrude Morgan Foundation Inc | PO BOX 550, Arcadia, FL 34265-0550 | FL | 1962-09 | $204,156 |
6 | Louines Louinis Haitian Dance Theater Inc | 9310 Nw 10 Street, Pembroke Pines, FL 33024 | FL | 2007-09 | $1,150 |
7 | Louis & Lillian Detkin Foundation Inc % Louis Detkin | 17426 Via Capri E, Boca Raton, FL 33496-1651 | FL | 1957-01 | $87,694 |
8 | Louis And Ida Katz Foundation | 1208 Northport Dr, Sarasota, FL 34242-1705 | FL | 1944-10 | $50,493 |
9 | Louis B Buck Vocelle Foundation Inc, Indian River Academy | 1849 25th St, Vero Beach, FL 32960-0311 | FL | 2000-04 | $354,739 |
10 | Louis C And Virginia M Wymancharitable Foundation, Virginia M Wyman Ttee | 8650 Falcon Green Dr, West Palm Bch, FL 33412-1576 | FL | 2007-11 | $1 |
11 | Louis C Lerner Foundation | 315 S E Mizner Blvd, Boca Raton, FL 33432-5008 | FL | 1972-03 | $33 |
12 | Louis C Skinner Foundation Inc | PO BOX 145058, Coral Gables, FL 33114-5058 | FL | 1986-02 | $98,951 |
13 | Louis D Koeppel Foundation Inc | 400 S Australian Ave Ste 300, West Palm, FL 33401-5040 | FL | 1965-03 | $15 |
14 | Louis D Myerley Tes Trust Uw 52 7030036 | PO BOX 1908, Orlando, FL 32802-1908 | FL | $222,468 | |
15 | Louis E And Patrice J Wolfson Foundation Inc | 10205 Collins Ave, Bal Harbour, FL 33154-1403 | FL | 1983-11 | $1 |
16 | Louis J Appignani Foundation Inc | 1643 Brickell Ave, Miami, FL 33129-1243 | FL | 2001-11 | $591,241 |
17 | Louis J Kuriansky Foundation Inc | 1100 E Las Olas Blvd, Fort Lauderdale, FL 33301-2301 | FL | 1993-01 | $1,770,748 |
18 | Louis Leibowitz Memorial Charitable Tr, Michael B Goldstein Ttee | 2121 Ponce De Leon Blvd Ste 1100, Coral Gables, FL 33134-5213 | FL | 1987-09 | $542,629 |
19 | Louis M Dexter Memorial Foundation Inc | 1514 Wildwood Ln, Naples, FL 34105-3207 | FL | 1998-02 | $214,563 |
20 | Louis Portnoy Family Foundation Inc | 2817 Forest Mill Ln, Jacksonville, FL 32257-5758 | FL | 1979-06 | $759,940 |
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