The Thomas M Kirbo And Irene B Kirbo 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 Thomas M Kirbo And Irene B Kirbo Charitable Trust | |
| Employer Identification Number (EIN) | 592151720 |
| Name of Organization | The Thomas M Kirbo And Irene B Kirbo Charitable Trust |
| In Care of Name | R M Jenks |
| Address | 2720 Park St Ste 211, Jacksonville, FL 32205-7645 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1982 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 02/2012 |
| Assets | $1 to $9,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $1 |
| Amount of Income | $4,519,068 |
| Form 990 Revenue Amount | $403,366 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $403,366 | $403,366 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $62,546 | |||
| Dividends and interest from securities | $299,785 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $41,035 | |||
| Total expenses and disbursements | $362,184 | $45,123 | $0 | $310,061 |
| Compensation of officers, directors, trustees, etc. | $31,500 | |||
| Total operating and administrative expenses | $74,684 | $45,123 | $22,561 | |
| Contributions, gifts, grants paid | $287,500 | |||
| Excess of revenue over expenses and disbursements | $41,182 | |||
| Net investment income | $358,243 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1 | $0 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $0 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $41,035 |
| 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 | $7,165 |
| Total credits and payments | $11,923 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $11,923 |
| 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 | $4,758 |
| 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? | Yes |
| 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 | $33,631,583 |
| Net value of noncharitable-use assets | $12,038,000 |
| Minimum investment return | $601,900 |
| Distributable Amount (for 2012) | |
| Distributable amount | $594,735 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $594,735 |
| 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 | The Sussex Bay Foundation Trust 1994, Bardach Peter M Ttee | PO BOX 474, Lynn Haven, FL 32444-0474 | FL | 1995-06 | $52,849 |
| 2 | The T A And Mollie P Brooks Trust | P O Box 40200 Fl9-100-10-19, Jacksonville, FL 32203-0200 | FL | 1989-03 | $144,592 |
| 3 | The Tallahassee Ballet Inc | 1940 N Monroe St Ste 78, Tallahassee, FL 32303-4759 | FL | 1973-03 | $544,154 |
| 4 | The Tallahassee Community Chorus Inc | PO BOX 13083, Tallahassee, FL 32317-3083 | FL | 1990-12 | $139,250 |
| 5 | The Tallahassee Rifle & Pistol Club Inc, Tallahassee R & P Club | PO BOX 7638, Tallahassee, FL 32314-7638 | FL | 1971-06 | $82,206 |
| 6 | The Tampa Oratorio Singers Inc | PO BOX 5124, Tampa, FL 33675-5124 | FL | 1968-05 | $68,026 |
| 7 | The Teal Sound Inc | 125 Sw 6th Ave, Lake Butler, FL 32054-1530 | FL | 1998-06 | $484,721 |
| 8 | The Thomas B Jelke Foundation | 100 Almeria Ave Ste 230, Coral Gables, FL 33134-6025 | FL | 2002-04 | $208,842 |
| 9 | The Thomas Family Foundation Inc | PO BOX 30580, Ft Lauderdale, FL 33303-0580 | FL | 2000-03 | $1,804,917 |
| 10 | The Thomas Kramer Foundation Inc | 4 Star Island Dr, Miami Beach, FL 33139-5147 | FL | 1993-12 | $1 |
| 11 | The Thomas M Kirbo And Irene B Kirbo Charitable Trust | 2720 Park St Ste 211, Jacksonville, FL 32205-7645 | FL | 1982-02 | $4,519,068 |
| 12 | The Thompson Family Charitable Foundation Inc | PO BOX 1370, Loxahatchee, FL 33470-1370 | FL | 2008-07 | $512,136 |
| 13 | The Tom Perry Family Foundation | PO BOX 369, Moore Haven, FL 33471-0369 | FL | 1988-08 | $705,573 |
| 14 | The Towers Of Jacksonville Inc | 1400 Lebaron Ave, Jacksonville, FL 32207-8198 | FL | 1969-10 | $1,213,744 |
| 15 | The Tradition Of The Palm Beaches Inc | 4920 Loring Drive, West Palm Beach, FL 33417-8052 | FL | 2000-11 | $10,043,364 |
| 16 | The Treasure Coast Youth Sailing Foundation Inc | PO BOX 1783, Fort Pierce, FL 34954-1783 | FL | 2006-05 | $81,340 |
| 17 | The Tzedaka Foundation | 7750 Tennyson Ct, Boca Raton, FL 33433-4141 | FL | 1988-04 | $21,458 |
| 18 | The Uncommon Friends Foundation Inc | PO BOX 811, Fort Myers, FL 33902-0811 | FL | 1994-10 | $334,103 |
| 19 | The Unicorn Childrens Foundation Inc | 21100 Ruth And Baron Coleman Blvd, Boca Raton, FL 33428-1714 | FL | 2004-10 | $3,444,364 |
| 20 | The Richard F And Pearl P Brown Foundation, Walter L New Sr Et Al Ttee | PO BOX 1908, Orlando, FL 32802-1908 | FL | 2010-02 | $1,231,206 |
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