William N Fry Sr Trust Nect in Orlando, 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
| William N Fry Sr Trust Nect | |
| Employer Identification Number (EIN) | 626042819 |
| Name of Organization | William N Fry Sr Trust Nect |
| Address | PO BOX 1908, Orlando, FL 32802-1908 |
| Activities | 4947(a)(2) trust |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 01/1974 |
| Foundation | All organizations except 501(c)(3) |
| Organization | Trust |
| Tax Period | 10/2013 |
| Assets | $25,000 to $99,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $48,432 |
| Amount of Income | $24,592 |
| Form 990 Revenue Amount | $1,943 |
Non-representatives - add comments:
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 | $-103 | $1,365 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,386 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $8,126 | $1,200 | $0 | $6,905 |
| Compensation of officers, directors, trustees, etc. | $2,400 | |||
| Total operating and administrative expenses | $4,921 | $1,200 | $3,700 | |
| Contributions, gifts, grants paid | $3,205 | |||
| Excess of revenue over expenses and disbursements | $-8,229 | |||
| Net investment income | $165 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $55,732 | $56,753 |
| 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 | $53,814 | |
| Other | $1,918 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $55,732 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-1,489 |
| 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 | $2 |
| Total credits and payments | $14 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $14 |
| 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 | $12 |
| Amount to be credited to 2013 estimated tax | $2 |
| 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? | Yes |
| 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 | $60,200 |
| Net value of noncharitable-use assets | $59,300 |
| Minimum investment return | $2,965 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,963 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,963 |
| 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 | William J Tully Foundation | 650 Tennis Club Dr Apt 101, Ft Lauderdale, FL 33311-4016 | FL | 1965-12 | $22,777 |
| 2 | William J Voges Foundation | 275 Clyde Morris Blvd, Ormond Beach, FL 32174-5977 | FL | 2004-01 | $1,488 |
| 3 | William J Warren Irrv Residual Tr | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1998-07 | $500,840 |
| 4 | William James Foundation Inc | 1762 Hawthorne St Ste 5, Sarasota, FL 34239-2100 | FL | 1995-12 | $649,865 |
| 5 | William K And Ann M Eckerd Foundation Inc | 140 Amy Ann Ln, Vero Beach, FL 32963-1042 | FL | 1989-11 | $1,486,081 |
| 6 | William L Crilley Scholarship Fund 07-001-6822340 | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1993-07 | $62,381 |
| 7 | William L Edwards And Mary Ann Edwards Foundation | 20 Green Point Cir, Palm Bch Gdns, FL 33418-8039 | FL | 1999-09 | $59,573 |
| 8 | William Ludwig Tr Ua Fbo Cheshire Academy 22f209 | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1999-05 | $1,127,276 |
| 9 | William M & Marian R Haywood Tr Charitable 113099, Barbieux William D Etal Ttee | 400 Webster St, Leesburg, FL 34748-5017 | FL | 2000-01 | $325,833 |
| 10 | Hall Halliburton Foundation Inc | PO BOX 141746, Gainesville, FL 32614-1746 | FL | 1977-05 | $45,269,190 |
| 11 | William N Fry Sr Trust Nect | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1974-01 | $24,592 |
| 12 | William P And Bella Cohen Family Foundation | 1518 Thatch Palm Dr, Boca Raton, FL 33432-7435 | FL | 1983-01 | $389,221 |
| 13 | William P Simmons Art Scholarship Trust | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1981-10 | $26,229 |
| 14 | William R & Arlene F Ruegamer Chtbe Tr | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 2002-04 | $49,224 |
| 15 | Tuw William S Hosford Ir | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 2001-04 | $105,647 |
| 16 | William Sitterding Foundation | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1981-06 | $472,043 |
| 17 | William Taylor Tr | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1993-03 | $251,874 |
| 18 | William W And Pamela C Lane Foundation | 1001 Bay Rd, Vero Beach, FL 32963-4327 | FL | 2008-10 | $187,554 |
| 19 | William Wilcox Charitable Trust | PO BOX 2918, Clearwater, FL 33757-2918 | FL | 2001-09 | $292,937 |
| 20 | Williams Family Foundation Inc | 201 N Federal Hwy Ste 114, Deerfield Bch, FL 33441-3621 | FL | 2011-01 | $454,565 |
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