Pollio Family Foundation Inc in Key Biscayne, 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
| Pollio Family Foundation Inc | |
| Employer Identification Number (EIN) | 030334275 |
| Name of Organization | Pollio Family Foundation Inc |
| In Care of Name | Joseph L Pollio Jr |
| Address | 100 Cape Florida Dr, Key Biscayne, FL 33149-2709 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,580,220 |
| Amount of Income | $1,005,213 |
| Form 990 Revenue Amount | $84,582 |
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 | $94,221 | $89,940 | $0 | |
| Contributions, gifts, grants, etc., received | $4,150 | |||
| Interest on savings and temporary cash investments | $17 | |||
| Dividends and interest from securities | $37,204 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $131 | |||
| Other | $52,719 | |||
| Total expenses and disbursements | $59,552 | $9,652 | $0 | $49,900 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $14,052 | $9,652 | $4,400 | |
| Contributions, gifts, grants paid | $45,500 | |||
| Excess of revenue over expenses and disbursements | $34,669 | |||
| Net investment income | $80,288 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,514,913 | $1,418,301 |
| Cash - non-interest-bearing | $1,277 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,364,571 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $133,957 | |
| Other | $15,108 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,514,913 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $52,719 |
| 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 | $1,606 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $16 |
| Tax due | $1,622 |
| 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? | Yes |
| 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? | Yes |
| 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 | $1,372,270 |
| Net value of noncharitable-use assets | $1,351,680 |
| Minimum investment return | $67,584 |
| Distributable Amount (for 2012) | |
| Distributable amount | $65,978 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $65,978 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $65,978 |
| 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 | Polk Museum Of Art Inc | 800 E Palmetto St, Lakeland, FL 33801-5529 | FL | 1968-02 | $1,694,478 |
| 2 | Polk Senior Games Inc | 515 E Boulevard St, Bartow, FL 33830-3910 | FL | 1992-07 | $108,165 |
| 3 | Polk Sheriffs Charities Inc | 455 N Broadway Ave, Bartow, FL 33830 | FL | 2008-01 | $225,760 |
| 4 | Polk Theatre Inc | 139 S Florida Ave, Lakeland, FL 33801-4664 | FL | 1983-06 | $544,615 |
| 5 | Polk Training Center For Handicapped Citizens Inc | PO BOX 1345, Lake Alfred, FL 33850-1345 | FL | 1990-10 | $348,066 |
| 6 | Polk Vision Inc | PO BOX 1506, Highland City, FL 33846-1506 | FL | 2005-01 | $152,687 |
| 7 | Polk Youth Hockey Association Inc | 5410 S Florida Ave Ste 12, Lakeland, FL 33813-4909 | FL | 1995-10 | $81,506 |
| 8 | Pollack Fam Foundation, Pollack Leon Ttee | 13796 Le Bateau Ln, Palm Bch Gdns, FL 33410-1252 | FL | 1998-12 | $1,355,625 |
| 9 | Pollack Family Foundation Inc | PO BOX 1558, Clearwater, FL 33757-1558 | FL | 2000-12 | $46,374,739 |
| 10 | Pollak Rehabilitation Center Inc | 3932 N 10th Ave, Pensacola, FL 32503-2807 | FL | 1976-04 | $241,353 |
| 11 | Pollio Family Foundation Inc | 100 Cape Florida Dr, Key Biscayne, FL 33149-2709 | FL | 1993-06 | $1,005,213 |
| 12 | Polo Club Of Lee County Inc | PO BOX 1661, Fort Myers, FL 33902-1661 | FL | 1996-12 | $22,586 |
| 13 | Polo Players Support Group Inc | 11924 Forest Hill Blvd 10-A-287, Wellington, FL 33414-6256 | FL | 2002-02 | $725,492 |
| 14 | Polonus Family Foundation Inc | 304 Running Wind Ln, Maitland, FL 32751-6127 | FL | 2001-04 | $6 |
| 15 | Polywogs Inc | 9400 4th St N Ste 120, St Petersburg, FL 33702-2525 | FL | 1988-07 | $41,996 |
| 16 | Pomeroy And Betty Perry Smith Foundation Inc | PO BOX 3524, Vero Beach, FL 32964 | FL | 1994-10 | $1 |
| 17 | Pompano Baseball Inc | 2118 E Atlantic Blvd, Pompano Beach, FL 33062-5208 | FL | 2009-03 | $72,084 |
| 18 | Pompano Beach Duplicate Bridge Club Inc | 180 Se 6th Street, Pompano Beach, FL 33060 | FL | 1993-05 | $165,743 |
| 19 | Pompano Beach Firefighters Local 1549 Veba Tr Fund Health Sick & Ac | PO BOX 2263, Pompano Beach, FL 33061-2263 | FL | 1999-08 | $1,280,349 |
| 20 | Pompano Beach High School Booster Club | 600 Ne 13th Ave, Pompano Beach, FL 33060-6466 | FL | 2006-06 | $17,561 |
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