The Andrew M Carter Charitable Trust in Bonita Spgs, 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 Andrew M Carter Charitable Trust | |
| Employer Identification Number (EIN) | 046519030 |
| Name of Organization | The Andrew M Carter Charitable Trust |
| In Care of Name | Hyperion Capital Managment Inc |
| Address | 4951 Bonita Bay Blvd Unit 605, Bonita Spgs, FL 34134-1718 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1985 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $495 |
| Amount of Income | $25 |
| Form 990 Revenue Amount | $26 |
Non-representatives - add comments:
| 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 | $25 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $25 | |||
| 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 | $75 | $0 | $0 | $75 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $75 | $0 | $75 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-50 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $545 | $545 |
| Cash - non-interest-bearing | $545 | |
| 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 | $0 | |
| Total liabilities and net assets/fund balances | $545 | |
| 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 | $1,632 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,632 |
| 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 | $1,632 |
| Amount to be credited to 2013 estimated tax | $1,632 |
| 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 | $579 |
| Net value of noncharitable-use assets | $580 |
| Minimum investment return | $29 |
| Distributable Amount (for 2012) | |
| Distributable amount | $29 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $29 |
| 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 | Thad Brown Ministries Inc | 5831 Parkset Drive, Lithia, FL 33547 | FL | 2003-09 | $0 |
| 2 | Thaddeus S Newell Iii & Shirley S Charitable Remainder Unitrust, Newell T S & Sherley S Ttee | 35 Pumpkin Cay Rd Unit A, Key Largo, FL 33037-3748 | FL | $0 | |
| 3 | Thank You Jesus International Ministry Inc | PO BOX 8961, Jacksonville, FL 32239-0961 | FL | 2010-07 | $0 |
| 4 | Tharpe B Harvill Charitable Remainder Unitrust, W&im Trust Tax Services | PO BOX 1908, Orlando, FL 32802-1908 | FL | $0 | |
| 5 | The 1992 John J And Lorna T Mcgrory Charitable Rem Annuity Tr Uad12319 | 200 S Biscayne Blvd Ste 3050, Miami, FL 33131-5337 | FL | $0 | |
| 6 | The 7th Day Church Of The Living God West Palm Beach Fl Inc | 2400 Ware Dr, West Palm Bch, FL 33409-3736 | FL | 2002-01 | $0 |
| 7 | The A C O J Word Of Truth International Ministries Inc | 2781 Nw 10th Pl, Ft Lauderdale, FL 33311-5721 | FL | 2006-11 | $0 |
| 8 | The Alex Gross Family Charitable Remainder Trust, Gross Alex & Etta Zimmerman Co Ttee | 18011 Lake Estates Dr, Boca Raton, FL 33496-1407 | FL | $0 | |
| 9 | The American Board Of Pathology Research Foundation | 4830 W Kennedy Blvd Ste 690, Tampa, FL 33609-2571 | FL | 1988-09 | $0 |
| 10 | The Anchor | 541798 Us Highway 1, Callahan, FL 32011-8106 | FL | 1972-10 | $0 |
| 11 | The Andrew M Carter Charitable Trust | 4951 Bonita Bay Blvd Unit 605, Bonita Spgs, FL 34134-1718 | FL | 1985-08 | $25 |
| 12 | The Anglican Church Of The Holy Spirit Inc | 3114 N Federal Hwy, Lightpoint, FL 33064-6738 | FL | 1996-03 | $0 |
| 13 | The Ann S Degenhart Char Remainder Annuity Trust, Degenhart S Ann Ttee | 12625 Barwick Rd, Boynton Beach, FL 33436-6132 | FL | $0 | |
| 14 | The Ann S Degenhart Char Remainder Unitrust, Degenhart S Ann Ttee | 12625 Barwick Rd, Boynton Beach, FL 33436-6132 | FL | $0 | |
| 15 | The Antioch Redskins Of Plant City Inc | Po Box 4197, Plant City, FL 33565 | FL | 2011-07 | $0 |
| 16 | The Antique Motorcycle Club Of America In, Amca Everglades Chapter Inc | P O Box 4656, North Fort Myers, FL 33918 | FL | 2007-09 | $0 |
| 17 | The Antique Motorcycle Club Of America Inc, Sunshine Chapter Amca Inc | 1046 June Ter, Daytona Beach, FL 32119-1631 | FL | 2007-09 | $0 |
| 18 | The Apopka House Of Prayer & Faith Inc | PO BOX 454, Apopka, FL 32704-0454 | FL | 2001-01 | $0 |
| 19 | The Apostolic Church Of Brotherly Love Inc | 2143 Nw 6th St, Ft Lauderdale, FL 33311-7729 | FL | 1987-09 | $0 |
| 20 | The Apostolic Church Of God Seventh Day Florida Conf Inc | 2700 Nw 26th St, Ft Lauderdale, FL 33311-2010 | FL | 1983-10 | $0 |
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