Margeson Fam Char Tr, Margeson Kenneth L Md Ttee in Maitland, 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
| Margeson Fam Char Tr, Margeson Kenneth L Md Ttee | |
| Employer Identification Number (EIN) | 597124961 |
| Name of Organization | Margeson Fam Char Tr |
| Secondary Name | Margeson Kenneth L Md Ttee |
| In Care of Name | William A Walker Ii |
| Address | 400 S Lake Sybelia Dr, Maitland, FL 32751-5544 |
| Subsection | Charitable Organization |
| Ruling Date | 02/1999 |
| 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 | $2,042 |
| Amount of Income | $285 |
| Form 990 Revenue Amount | $275 |
| National Taxonomy of Exempt Entities (NTEE) | Arts, Culture and Humanities: Fund Raising and/or Fund Distribution |
Non-representatives - add comments:
Amount of income in 2012: $285 (it was $275 in 2011)
| This organization: | $285 |
| Other organizations performing similar types of work: | $82,884 |
Assets in 2012: $2,042 (it was $7,142 in 2011)
| This organization: | $2,042 |
| Other organizations performing similar types of work: | $56,205 |
Expenses in 2012: $5,385
| This organization: | $5,385 |
| Other organizations performing similar types of work: | $50,053 |
Income to expenses ratio in 2012: 0.1
| Margeson Fam Char Tr, Margeson Kenneth L Md Ttee: | 0.1 |
| Other organizations performing similar types of work: | 1.3 |
Grants share in income in 2012: 100.0%
| Margeson Fam Char Tr, Margeson Kenneth L Md Ttee: | 100.0% |
| Other organizations performing similar types of work: | 71.1% |
Expenses 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 | $285 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $285 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $5,385 | $0 | $0 | $5,385 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $285 | $0 | $285 | |
| Contributions, gifts, grants paid | $5,100 | |||
| Excess of revenue over expenses and disbursements | $-5,100 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,042 | $2,042 |
| Cash - non-interest-bearing | $2,042 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $2,200 | |
| Mortgages and other notes payable | $0 | |
| Other | $2,200 | |
| Total liabilities and net assets/fund balances | $-158 | |
| 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? | 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 | $4,839 |
| Net value of noncharitable-use assets | $4,760 |
| Minimum investment return | $238 |
| Distributable Amount (for 2012) | |
| Distributable amount | $238 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $238 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Lela D Jackson Foundation For The Arts | PO BOX 49348, Sarasota, FL 34230-6348 | FL | 2013-06 | $6,622,959 |
| 2 | Creative City Collaborative Of Delray Beach Inc | 100 Nw 1st Ave, Delray Beach, FL 33444 | FL | 2009-04 | $1,232,741 |
| 3 | Pulichino-Tong Family Foundationinc | 3621 Princeton Pl, Boca Raton, FL 33496-2711 | FL | 2011-11 | $633,418 |
| 4 | Steinway Society Of Central Floridainc | 520 W Highway 436 1140, Altamonte Springs, FL 32714-4058 | FL | 2007-04 | $106,168 |
| 5 | Friends Of Miami Marine Stadium Incorporated | 1390 Ocean Dr No 207, Miami Beach, FL 33139 | FL | 2011-08 | $101,088 |
| 6 | Citizens For Florida Arts Inc | 500 S Bronough Street, Tallahassee, FL 32399 | FL | 2007-03 | $81,884 |
| 7 | Friends Of The Key Largo Cultural Center Inc | PO BOX 371688, Key Largo, FL 33037-1688 | FL | 2011-08 | $21,091 |
| 8 | Rhs Chorus Po Inc, Rhs Choir Po | 1 Ram Way, Sarasota, FL 34231 | FL | 2010-05 | $17,513 |
| 9 | Vapa Choral Parents Association Inc | 1500 14th Ave Ste B, Vero Beach, FL 32960-0420 | FL | 2010-02 | $4,853 |
| 10 | Gary And Helen Kalpakjian Foundation Inc | 2601 N Ocean Blvd Apt E, Gulf Stream, FL 33483-7360 | FL | 2002-03 | $1 |
| 11 | 724 Foundation Inc | 17864 N Us Hwy 41, Lutz, FL 33549-4502 | FL | 2008-12 | $0 |
| 12 | Artists In Motion Inc | 1205 S Wdlnd Blvd Ste 5, Deland, FL 32720-7464 | FL | 2012-08 | $0 |
| 13 | Ballet Blessings Inc | 447 Lucerne Ave, Tampa, FL 33606 | FL | 2011-06 | $0 |
| 14 | Beethoven Beatles Foundation Inc | 123 Date Palm Drive, Jupiter, FL 33458 | FL | 2005-08 | $0 |
| 15 | Bonita Bay Veterans Council | 3330 Riverpark Ct, Bonita Spgs, FL 34134-2665 | FL | 2015-04 | $0 |
| 16 | Calavida Inc | 3688 Lacosta Ct, Green Cove Springs, FL 32043 | FL | 2014-10 | $0 |
| 17 | Caseys Healing Hooves Equine Assisted Therapy And Rescue Inc | 13116 Oakwood Dr, Hudson, FL 34669 | FL | 2014-05 | $0 |
| 18 | Cavalier Band Booster Inc | 13171 Sw 45th Drive, Miramar, FL 33027 | FL | 2013-01 | $0 |
| 19 | Central Florida Dance Alliance Foundation | 5206 Sanderling Ridge Dr, Lithia, FL 33547 | FL | 2012-09 | $0 |
| 20 | Charity Direct Network Inc | 850 Nw Federal Hwy Suite 210, Stuart, FL 34994 | FL | 2007-02 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 858 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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