William And Anne Tierney Charitable Tr in Marco Island, 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
| William And Anne Tierney Charitable Tr | |
| Employer Identification Number (EIN) | 046773043 |
| Name of Organization | William And Anne Tierney Charitable Tr |
| In Care of Name | Heatter Justin W Ttee |
| Address | 930 Caxambas Dr, Marco Island, FL 34145-5908 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1995 |
| 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 | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $203,776 |
| Amount of Income | $6 |
| Form 990 Revenue Amount | $-1,426 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Community Foundations |
Non-representatives - add comments:
Amount of income in 2013: $6 (it was $7,210 in 2012)
| William And Anne Tierney Charitable Tr: | $6 |
| Other organizations performing similar types of work: | $326,484 |
Assets in 2013: $203,776 (it was $212,015 in 2012)
| This organization: | $203,776 |
| Other organizations performing similar types of work: | $893,696 |
Expenses in 2012: $10,280
| This organization: | $10,280 |
| Other organizations performing similar types of work: | $141,468 |
Income to expenses ratio in 2012: 0.0
| This organization: | 0.0 |
| Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 66.7% |
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 | $4,300 | $4,300 | $4,300 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $2,506 | |||
| Dividends and interest from securities | $1,794 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $10,280 | $4,280 | $0 | $6,000 |
| Compensation of officers, directors, trustees, etc. | $1,800 | |||
| Total operating and administrative expenses | $4,280 | $4,280 | $0 | |
| Contributions, gifts, grants paid | $6,000 | |||
| Excess of revenue over expenses and disbursements | $-5,980 | |||
| Net investment income | $20 | |||
| Adjusted net income | $4,300 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $212,015 | $212,015 |
| 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 | $212,015 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $212,015 | |
| 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 | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $214,714 |
| Net value of noncharitable-use assets | $211,500 |
| Minimum investment return | $10,575 |
| Distributable Amount (for 2012) | |
| Distributable amount | $10,575 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $10,575 |
| 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 | Southwest Florida Community Foundation Inc | 8771 College Pkwy Bldg 2 201, Fort Myers, FL 33919-4815 | FL | 1976-12 | $21,223,421 |
| 2 | Pinellas Community Foundation, Lynch Rae | 5200 East Bay Drive Suite 202, Clearwater, FL 33764-5721 | FL | 1971-05 | $3,210,152 |
| 3 | Wabash Valley Community Foundation Inc | 2901 Ohio Blvd Ste 153, Terre Haute, IN 47803-2239 | IN | 1992-03 | $12,923,484 |
| 4 | Steuben County Community Foundation Inc | 1701 N Wayne St, Angola, IN 46703-2356 | IN | 1992-07 | $6,587,506 |
| 5 | The Putnam County Community Foundation Inc | 2 S Jackson St, Greencastle, IN 46135-1514 | IN | 1986-06 | $6,548,902 |
| 6 | Ellmar Foundation Inc | PO BOX 1291, Tarpon Spgs, FL 34688-1291 | FL | 1998-01 | $5,992,575 |
| 7 | Salem Foundation Pioneer Trust Company Trustee | PO BOX 2305, Salem, OR 97308-2305 | OR | 1964-12 | $5,640,526 |
| 8 | Sonora Area Foundation | 362 S Stewart St, Sonora, CA 95370-5004 | CA | 1994-04 | $4,878,851 |
| 9 | Community Foundation For Brevard Inc | 1361 Bedford Dr Ste 102, Melbourne, FL 32940-1984 | FL | 1981-12 | $4,700,376 |
| 10 | Western Indiana Community Foundation Inc | PO BOX 175, Covington, IN 47932-0175 | IN | 1995-06 | $3,210,703 |
| 11 | The Community Foundation Of Southeastern North Carolina | PO BOX 119, Wilmington, NC 28402 | NC | 1987-09 | $3,198,789 |
| 12 | The Frankenmuth Community Foundation Inc | PO BOX 386, Frankenmuth, MI 48734-0386 | MI | 1979-04 | $2,901,972 |
| 13 | Southwest Georgia United Empowerment Zone Inc, Daniels Asa C Gen Ptr | 1150 Industrial Dr, Vienna, GA 31092-1333 | GA | 1996-09 | $2,669,115 |
| 14 | Tuesdays Angels Inc | 1994 E Sunrise Blvd, Ft Lauderdale, FL 33304-1462 | FL | 1993-08 | $108,533 |
| 15 | Education Foundation Of Gilchrist County Inc | PO BOX 1816, Trenton, FL 32693-1816 | FL | 1993-04 | $85,986 |
| 16 | Central Florida Herpetological Society Inc | PO BOX 5353, Winter Park, FL 32793-5353 | FL | 1993-08 | $3,538 |
| 17 | William And Anne Tierney Charitable Tr | 930 Caxambas Dr, Marco Island, FL 34145-5908 | FL | 1995-04 | $6 |
| 18 | Caring For The Community Foundation Inc | 6855 Red Rd Ste 500, Coral Gables, FL 33143-3647 | FL | 1995-09 | $0 |
| 19 | Clear Teaching Ministries Inc | 942 Hire Circe, Ocoee, FL 34761 | FL | 1992-03 | $0 |
| 20 | Lees Tae Kwan Do Charity Inc | 779 North Lake Blvd, N Palm Beach, FL 33408-5211 | FL | 1996-03 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 256 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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