Owen Foundation in Stuart, 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
| Owen Foundation | |
| Employer Identification Number (EIN) | 061193928 |
| Name of Organization | Owen Foundation |
| In Care of Name | Patricia Owen Smith |
| Address | 3739 Se Doubleton Dr, Stuart, FL 34997-5629 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1987 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,705,091 |
| Amount of Income | $306,792 |
| Form 990 Revenue Amount | $108,355 |
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 | $88,216 | $90,621 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $38,911 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $49,305 | |||
| Total expenses and disbursements | $110,089 | $7,199 | $0 | $99,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $11,089 | $7,199 | $0 | |
| Contributions, gifts, grants paid | $99,000 | |||
| Excess of revenue over expenses and disbursements | $-21,873 | |||
| Net investment income | $83,422 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,731,989 | $2,059,753 |
| Cash - non-interest-bearing | $27,028 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,586,319 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $118,642 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,731,989 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $49,305 |
| 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 | $1,668 |
| Total credits and payments | $3,380 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,080 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $2,300 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $1,712 |
| Amount to be credited to 2013 estimated tax | $1,712 |
| 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 | $2,054,978 |
| Net value of noncharitable-use assets | $2,024,160 |
| Minimum investment return | $101,208 |
| Distributable Amount (for 2012) | |
| Distributable amount | $99,540 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $99,540 |
| 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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| Other organizations in Florida | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Overland Missions Inc | PO BOX 566, Cpe Canaveral, FL 32920-0566 | FL | 2002-10 | $3,369,460 |
| 2 | Overland Park Nursing & Rehabcenter Inc | 602 Courtland St Ste 200, Orlando, FL 32804-1340 | FL | 1947-04 | $8,193,911 |
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| 5 | Oviedo High School Athletic Booster Club Inc | PO BOX 620693, Oviedo, FL 32762-0693 | FL | 2015-03 | $173,013 |
| 6 | Oviedo High School Band Booster Association Inc | PO BOX 621600, Oviedo, FL 32762-1600 | FL | 1995-11 | $257,575 |
| 7 | Oviedo High School Njrotc Booster Club Inc | 601 King St, Oviedo, FL 32765-8106 | FL | 2002-12 | $84,037 |
| 8 | Oviedo Preservation Project Inc | 6007 Lake Charm Cir, Oviedo, FL 32765-9576 | FL | 2006-04 | $30,010 |
| 9 | Oviedo Womans Club Inc | PO BOX 620522, Oviedo, FL 32762-0522 | FL | 1960-02 | $107,901 |
| 10 | Owen F Mceachin Foundation | P O Box 40200 Fl9-100-10-19, Jacksonville, FL 32203-0200 | FL | $220,899 | |
| 11 | Owen Foundation | 3739 Se Doubleton Dr, Stuart, FL 34997-5629 | FL | 1987-04 | $306,792 |
| 12 | Owl Ocala Inc | 2020 Sw 5th Ave, Ocala, FL 34471-3634 | FL | 2005-12 | $45,691 |
| 13 | Owners Counsel Of America Inc | 2963 Dupont Ave Ste 3, Jacksonville, FL 32217-2791 | FL | 2002-04 | $120,102 |
| 14 | Oxbow Affiliated Companies Employee Benefit Tr Agreement | 1601 Forum Place, West Palm Beach, FL 33401-8101 | FL | 2003-10 | $13,025,312 |
| 15 | Oxford Adoption Foundation Inc | 4309 Crayton Rd, Naples, FL 34103-8526 | FL | 2004-04 | $16,509 |
| 16 | Oxford Outreaches Inc | PO BOX 9, Oxford, FL 34484 | FL | 2006-07 | $0 |
| 17 | Oxman Fagl L & Ronald G Charitable Fund Trust, Fagl L & Ronald G Oxman Trustees | 4830 Osprey Dr S Apt 506, St Petersburg, FL 33711-4692 | FL | 1991-04 | $364,072 |
| 18 | Oxygen Research Foundation Inc | 2700 Pga Blvd Ste 104, Palm Bch Gdns, FL 33410-2958 | FL | 2009-06 | $29,050 |
| 19 | Ozello Water Association Inc | 9769 W Ozello Trl, Crystal River, FL 34429-8025 | FL | 1969-03 | $1,101,647 |
| 20 | Ozona Village Improvement Society Inc | PO BOX 81, Ozona, FL 34660 | FL | 1998-07 | $0 |
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