Vasey Foundation in Naples, 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
Vasey Foundation | |
Employer Identification Number (EIN) | 061360683 |
Name of Organization | Vasey Foundation |
In Care of Name | Thomas E Finn Pc |
Address | 3580 Gin Ln, Naples, FL 34102-7815 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 08/1993 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $500,000 to $999,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $698,840 |
Amount of Income | $230,988 |
Form 990 Revenue Amount | $83,470 |
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 | $66,738 | $63,861 | $0 | |
Contributions, gifts, grants, etc., received | $2,877 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $61,994 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $1,867 | |||
Total expenses and disbursements | $280,482 | $9,069 | $0 | $270,638 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $11,282 | $9,069 | $1,438 | |
Contributions, gifts, grants paid | $269,200 | |||
Excess of revenue over expenses and disbursements | $-213,744 | |||
Net investment income | $54,792 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $885,494 | $944,378 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $14,748 | |
Investments-corporate bonds | $835,072 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $35,674 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $885,494 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $1,867 |
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 | $548 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $12 |
Tax due | $560 |
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 | $993,084 |
Net value of noncharitable-use assets | $978,180 |
Minimum investment return | $48,909 |
Distributable Amount (for 2012) | |
Distributable amount | $48,361 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $48,361 |
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 | Vanguard School Foundation Inc | 22000 Hwy 27, Lake Wales, FL 33859-6858 | FL | 1999-05 | $267,412 |
2 | Vanguard School Of Coconut Grove Florida Inc | 3939 Main Hwy, Coconut Grove, FL 33133-6512 | FL | 1983-10 | $874,485 |
3 | Vanguard School Of Lake Wales Florida Inc | 22000 Hwy 27, Lake Wales, FL 33859-6858 | FL | 1983-10 | $5,273,962 |
4 | Vankampen Pierre Foundation | 4609 Vineland Rd, Orlando, FL 32811-7339 | FL | 2003-03 | $4,767 |
5 | Vanneck-Bailey Foundation | 217 W Indies Dr, Palm Beach, FL 33480-3408 | FL | 1972-06 | $6,562,095 |
6 | Vantive Foundation Inc | 141 W Key Palm Rd, Boca Raton, FL 33432-7923 | FL | 2010-04 | $3,100 |
7 | Vapa Choral Parents Association Inc | 1500 14th Ave Ste B, Vero Beach, FL 32960-0420 | FL | 2010-02 | $4,853 |
8 | Variety-The Childrens Charity Of Florida Inc | 520 North Semoran Boulevard, Orlando, FL 32807-3300 | FL | 1991-05 | $70,581 |
9 | Varnville Cemetery Endowment Fund Inc | PO BOX 38, Dunnellon, FL 34430-0038 | FL | 1994-10 | $206,676 |
10 | Varustaa Inc | 818 Carrigan Ave, Oviedo, FL 32765-6245 | FL | 2009-10 | $13,378 |
11 | Vasey Foundation | 3580 Gin Ln, Naples, FL 34102-7815 | FL | 1993-08 | $230,988 |
12 | Vcs Crew Members Club | 5180 Sandra Dr, Titusville, FL 32780-7176 | FL | 2000-05 | $4,776 |
13 | Vcso Charity Committee Inc | 250 N Beach St Ste 117, Daytona Beach, FL 32114-3395 | FL | 2007-07 | $2,950 |
14 | Vegso Family Foundation Inc | 3608 Carlton Pl, Boca Raton, FL 33496-4005 | FL | 1998-06 | $2,155,174 |
15 | Vehicle For Change Inc | 511 Coral Trace Blvd, Edgewater, FL 32132-6944 | FL | 2006-04 | $257,806 |
16 | Venetian Isles Homeowners Association Inc | Po Box7033, St Petersburg, FL 33734 | FL | 1972-11 | $0 |
17 | Venezuelan American Chamber Of Commerce Of Florida Inc | 1600 Ponce De Leon Blvd 10th Floor, Coral Gables, FL 33134-3988 | FL | 1997-03 | $165,040 |
18 | Venice Area Chamber Of Commerce | 597 Tamiami Trl S, Venice, FL 34285-2927 | FL | 1942-09 | $671,517 |
19 | Venice Area Garden Club | PO BOX 1685, Venice, FL 34284-1685 | FL | 2003-06 | $68,867 |
20 | Venice Area Orchid Society Inc | PO BOX 443, Venice, FL 34284-0443 | FL | 1990-10 | $36,205 |
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