The Marjorie Alfus Foundation, Alfus Marjorie Ttee in Palm Beach, 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
- Organizations performing similar types of work
| The Marjorie Alfus Foundation, Alfus Marjorie Ttee | |
| Employer Identification Number (EIN) | 656228195 |
| Name of Organization | The Marjorie Alfus Foundation |
| Secondary Name | Alfus Marjorie Ttee |
| In Care of Name | Abraham Mora |
| Address | 44 Cocoanut Row, Palm Beach, FL 33480-4069 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $170,317 |
| Amount of Income | $74,650 |
| Form 990 Revenue Amount | $11,909 |
| National Taxonomy of Exempt Entities (NTEE) | Crime, Legal-Related: Crime Prevention (Not Elsewhere Classified) |
Non-representatives - add comments:
Amount of income in 2013: $74,650 (it was $135,085 in 2012)
| The Marjorie Alfus Foundation, Alfus Marjorie Ttee: | $74,650 |
| Other organizations performing similar types of work: | $91,877 |
Assets in 2013: $170,317 (it was $184,166 in 2012)
| This organization: | $170,317 |
| Other organizations performing similar types of work: | $144,828 |
Expenses in 2012: $72,092
| This organization: | $72,092 |
| Other organizations performing similar types of work: | $77,652 |
Income to expenses ratio in 2012: 1.0
| The Marjorie Alfus Foundation, Alfus Marjorie Ttee: | 1.0 |
| Other organizations performing similar types of work: | 1.3 |
Grants share in income in 2012: 13.8%
| This organization: | 13.8% |
| Other organizations performing similar types of work: | 99.9% |
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 | $31,146 | $26,848 | $0 | |
| Contributions, gifts, grants, etc., received | $4,298 | |||
| Interest on savings and temporary cash investments | $3 | |||
| Dividends and interest from securities | $2,809 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $24,036 | |||
| Total expenses and disbursements | $72,092 | $2,152 | $0 | $68,900 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $5,282 | $2,152 | $2,090 | |
| Contributions, gifts, grants paid | $66,810 | |||
| Excess of revenue over expenses and disbursements | $-40,946 | |||
| Net investment income | $24,696 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $184,166 | $228,572 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $181,304 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $2,862 | |
| Total liabilities | $20,000 | |
| Mortgages and other notes payable | $0 | |
| Other | $20,000 | |
| Total liabilities and net assets/fund balances | $164,166 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $24,036 |
| 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 | $247 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $247 |
| 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? | 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 | $222,496 |
| Net value of noncharitable-use assets | $219,160 |
| Minimum investment return | $10,958 |
| Distributable Amount (for 2012) | |
| Distributable amount | $10,711 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $10,711 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Riverfund Inc, The River Fund | 11155 Roseland Rd, Sebastian, FL 32958-8153 | FL | 1994-04 | $102,968 |
| 2 | Rosser Charitable Tr, Rosser Harold O Iii Et Al Ttees | C/O Harold O Rosser Ii, Naples, FL 34105 | FL | 1997-11 | $918,058 |
| 3 | Central Florida Crime Line Program Inc | PO BOX 913, Orlando, FL 32802-0913 | FL | 1980-11 | $730,257 |
| 4 | Crime Stoppers Council Of Broward County Inc | 2601 W Broward Blvd, Ft Lauderdale, FL 33312-1308 | FL | 1981-10 | $510,942 |
| 5 | Citizens Crime Watch Of Miami-Dade County Inc | 1515 Nw 79th Ave, Miami, FL 33126-1103 | FL | 1976-07 | $372,593 |
| 6 | Crime Stoppers Of Palm Beach County | PO BOX 6245, West Palm Bch, FL 33405-6245 | FL | 1984-07 | $310,150 |
| 7 | Margie Joy Foundation Inc | 5700 70th Ave, Pinellas Park, FL 33781-4238 | FL | 1998-03 | $309,812 |
| 8 | Sanan Family Foundation Inc | 1766 Beville Rd, Clearwater, FL 33765-1501 | FL | 1998-07 | $303,036 |
| 9 | Crime Stoppers Of Miami-Dade County Inc, Csmds Inc | 1030 Nw 111th Ave, Miami, FL 33172-5800 | FL | 1983-03 | $301,425 |
| 10 | Porter Charitable Foundation Inc | 6 Via Los Incas, Palm Beach, FL 33480-3629 | FL | 1998-01 | $108,773 |
| 11 | Emerald Coast Crime Stoppers Inc | 1250 Eglin Pkwy, Shalimar, FL 32579-2307 | FL | 1998-06 | $108,662 |
| 12 | The Roundatable Charities Of Greater Brandon Inc | PO BOX 1061, Brandon, FL 33509-1061 | FL | 1993-12 | $107,999 |
| 13 | The Marjorie Alfus Foundation, Alfus Marjorie Ttee | 44 Cocoanut Row, Palm Beach, FL 33480-4069 | FL | 1997-10 | $74,650 |
| 14 | University Club Foundation Inc | 150 E Central Blvd, Orlando, FL 32801-2408 | FL | 1993-09 | $67,830 |
| 15 | Citizens Observer Program Of Volusia County Inc | 123 W Indiana Ave, Deland, FL 32721 | FL | 1991-03 | $0 |
| 16 | Coconut Grove Crime Prevention Council Inc | 3229 Gifford Lane, Miami, FL 33133 | FL | 1996-01 | $0 |
| 17 | Crime Stoppers Of The Key Inc | Po Box 6100, Key West, FL 33040 | FL | 1996-05 | $0 |
| 18 | Florida Crime Prevention Commission Inc | 6350 Horizon Drive, Titusville, FL 32780 | FL | 1978-05 | $0 |
| 19 | Friends Of The Library Of Homosassa Florida Inc | Po Box 132, Homosassa Springs, FL 34447 | FL | 1994-07 | $0 |
| 20 | Southwood Crime Watch South West Area Team | 5720 24th St W, Bradenton, FL 34207-3928 | FL | 1996-08 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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