The Robert B Livy Charitable Trust in Jacksonville, 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
| The Robert B Livy Charitable Trust | |
| Employer Identification Number (EIN) | 546319223 |
| Name of Organization | The Robert B Livy Charitable Trust |
| In Care of Name | Nationsbank Of Va Na |
| Address | PO BOX 40200, Jacksonville, FL 32203-0200 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 07/2012 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $657,950 |
| Amount of Income | $106,624 |
| Form 990 Revenue Amount | $20,889 |
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 | $20,889 | $20,889 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $17,968 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,921 | |||
| Total expenses and disbursements | $7,140 | $2,612 | $0 | $4,185 |
| Compensation of officers, directors, trustees, etc. | $4,213 | |||
| Total operating and administrative expenses | $7,140 | $2,612 | $4,185 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $13,749 | |||
| Net investment income | $18,277 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $657,950 | $746,340 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $619,051 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $38,899 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $657,950 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,921 |
| 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 | $366 |
| Total credits and payments | $2,200 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,200 |
| 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 |
| Overpayment | $1,834 |
| Amount to be credited to 2013 estimated tax | $1,834 |
| 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? | 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 | $724,439 |
| Net value of noncharitable-use assets | $713,580 |
| Minimum investment return | $35,679 |
| Distributable Amount (for 2012) | |
| Distributable amount | $35,313 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $35,313 |
| 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 | Rena Rowan Foundation | 505 S Flagler Dr Ste 900, West Palm Bch, FL 33401-5948 | FL | 1993-12 | $133,494 |
| 2 | Richard And Annetta Good Foundation | 7802 Mulberry Ln, Naples, FL 34114-9444 | FL | 1997-02 | $301,922 |
| 3 | Richard And June Smith Family Foundation, Smith Richard O Et Al Fid | 3477 Se Willoughby Blvd Suite 101, Stuart, FL 34994-5061 | FL | 2004-05 | $250,574 |
| 4 | Richardson Family Foundation Inc | PO BOX 159, Vero Beach, FL 32961-0159 | FL | 1985-09 | $122,403 |
| 5 | Richard Waterman Tr Uw | 1285 Sweetwater Cove No 2103, Naples, FL 34110-4185 | FL | 1972-06 | $731,596 |
| 6 | Region 12 International Arabian Horse Association Inc | 4411 W Highway 318, Citra, FL 32113-2183 | FL | 1977-09 | $460,744 |
| 7 | Reed Family Foundation | 3981 Otter Bend Cir, Ft Myers, FL 33905-5886 | FL | 2001-05 | $204,759 |
| 8 | Romance Writers Of America Incorporated | P O Box 823414, Pembroke Pines, FL 33027 | FL | $0 | |
| 9 | Quincy Cole Tr Uw | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 2006-12 | $5,804,054 |
| 10 | Richard Gwathmey And Caroline T Gwathmey Memorial Trust, Bank Of America | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1982-05 | $10,682,393 |
| 11 | The Robert B Livy Charitable Trust | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1992-06 | $106,624 |
| 12 | Robert L Young Trust U/W | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1974-12 | $1,092,213 |
| 13 | Robert W Orrell Charitable Remainder Trust Uw | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1997-10 | $204,957 |
| 14 | Rainbow Miracle Ministry Inc | PO BOX 421233, Miami, FL 33242 | FL | 2004-06 | $0 |
| 15 | Sampa Community Educational Project | 199 E Flagler St Pmb 197, Miami, FL 33131-1103 | FL | 2008-07 | $1,790 |
| 16 | Scientific Technology And Language Institute, Stli | PO BOX 90037, Gainesville, FL 32607-0037 | FL | 1997-01 | $187,713 |
| 17 | Sanford Safe Haven Inc | PO BOX 952197, Lake Mary, FL 32795-2197 | FL | 2007-01 | $178,051 |
| 18 | Sage & Dice Foundation, William C Stone Ttee | 425 Gulf Shore Blvd N, Naples, FL 34102-5548 | FL | 2006-02 | $69,871 |
| 19 | Rpm Nautical Foundation | 1111 12th St Ste 404, Key West, FL 33040-3005 | FL | 2001-01 | $1,400,135 |
| 20 | Schell Family Foundation | 15004 Pratolino Way, Naples, FL 34110-2717 | FL | 2003-09 | $437,244 |
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