Morby Family Foundation Inc in Key Largo, 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
| Morby Family Foundation Inc | |
| Employer Identification Number (EIN) | 042943793 |
| Name of Organization | Morby Family Foundation Inc |
| In Care of Name | Ta Associates |
| Address | 18 S Island Dr, Key Largo, FL 33037-3606 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1988 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $22,953,334 |
| Amount of Income | $9,304,389 |
| Form 990 Revenue Amount | $2,004,159 |
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 | $3,694,359 | $443,345 | $0 | |
| Contributions, gifts, grants, etc., received | $3,367,499 | |||
| Interest on savings and temporary cash investments | $363,672 | |||
| Dividends and interest from securities | $77,876 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,797 | |||
| Total expenses and disbursements | $436,975 | $45,079 | $0 | $351,896 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $91,829 | $45,079 | $6,750 | |
| Contributions, gifts, grants paid | $345,146 | |||
| Excess of revenue over expenses and disbursements | $3,257,384 | |||
| Net investment income | $398,266 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $21,367,334 | $21,367,334 |
| Cash - non-interest-bearing | $8,191,164 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,245,197 | |
| Investments-corporate bonds | $8,663,650 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $2,021,675 | |
| Other | $245,648 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $21,367,334 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-116,485 |
| 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 | $7,965 |
| Total credits and payments | $16,481 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $16,481 |
| 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 | $8,516 |
| Amount to be credited to 2013 estimated tax | $8,516 |
| 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 | $19,989,156 |
| Net value of noncharitable-use assets | $19,689,320 |
| Minimum investment return | $984,466 |
| Distributable Amount (for 2012) | |
| Distributable amount | $976,501 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $976,501 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $958,835 |
| 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 | Mullins Training Center Inc | 1049 Longley Dr, Pt Charlotte, FL 33953-2178 | FL | 1996-01 | $118,689 |
| 2 | Multi-Ethnic Youth Group Association Inc | 6306 Nw 14th Ave Rear Of Bldg, Miami, FL 33147-8008 | FL | 2003-11 | $109,632 |
| 3 | Multicare Foundation Inc, A Key Encounter | PO BOX 430177, Big Pine Key, FL 33043-0177 | FL | 1996-11 | $246,597 |
| 4 | Rothstein Mishkin Foundation Inc | 3201 Ne 183 St, Aventura, FL 33160-2486 | FL | 1957-07 | $9,181 |
| 5 | Cutler Foundation 23-05978 | 3263 Hyacinth Dr, Naples, FL 34114-0882 | FL | 2000-03 | $77 |
| 6 | Mitchell P And Karen J Kopin Family Foundation Inc, Kopin Mitchell P President | 245 Palm Trl, Delray Beach, FL 33483-5526 | FL | 2005-01 | $94,017 |
| 7 | Mortgage Professionals Provind Hopeinc | 495 Grand Blvd 206, Miramar Beach, FL 32550-1897 | FL | 2007-03 | $1 |
| 8 | Motorcycle Tourers Forum Inc | 12010 Fern Blossom Drive, Gibsonton, FL 33534 | FL | 2005-05 | $0 |
| 9 | Mid India Christian Mission Inc | 4538 Palmetto Cove Ln, Jacksonville, FL 32258-1410 | FL | 1995-05 | $305,769 |
| 10 | Mike Lowell Foundation Inc | 620 Santurce Ave, Coral Gables, FL 33143-6360 | FL | 2002-07 | $600,015 |
| 11 | Morby Family Foundation Inc | 18 S Island Dr, Key Largo, FL 33037-3606 | FL | 1988-06 | $9,304,389 |
| 12 | Messenger Films | 1414 W Swann Ave Ste 100, Tampa, FL 33606-2590 | FL | 1993-12 | $1,237,907 |
| 13 | Michael Dunitz Crisis Foundation Inc | 20070 Sawgrass Ln Apt 4602, Boca Raton, FL 33434-3321 | FL | 1982-11 | $150,755 |
| 14 | Michael G Callas Charitable Trust, Callas G Michael Ttee | 309 E Dilido Dr, Miami Beach, FL 33139-1231 | FL | 1993-06 | $1,209,283 |
| 15 | Mia Hunters | 6821 Winslow St, Sarasota, FL 34243 | FL | 2006-04 | $3,921 |
| 16 | Moulder Family Foundation | 18132 Via Caprini Dr, Miromar Lakes, FL 33913-7610 | FL | 2009-04 | $1,517,177 |
| 17 | Milhomme Fam Fdn, Gould Patrick A Ttee | 26108 Fawnwood Ct, Bonita Spgs, FL 34134-8690 | FL | 2000-12 | $867,951 |
| 18 | Metropolis Eagles Running Club Inc | 742 Chamberlin Trl, Saint Cloud, FL 34772-7397 | FL | 2002-03 | $127 |
| 19 | Mishler Family Foundation Inc | 9539 N Belfort Cir, Tamarac, FL 33321-1853 | FL | 2001-12 | $6,990 |
| 20 | Morton And Joyce Certilman Foundation Inc | 5618 Vintage Oaks Cir, Delray Beach, FL 33484-6419 | FL | 1970-02 | $1 |
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