Ethel & Ronald Taub Family Foundation in Longboat Key, 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
| Ethel & Ronald Taub Family Foundation | |
| Employer Identification Number (EIN) | 366217847 |
| Name of Organization | Ethel & Ronald Taub Family Foundation |
| In Care of Name | Rubin & Assoc |
| Address | 3574 Fair Oaks Way, Longboat Key, FL 34228-4164 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1968 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 09/2012 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $229,145 |
| Amount of Income | $30,466 |
| Form 990 Revenue Amount | $1,887 |
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 | $1,887 | $2,297 | $2,297 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,297 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $61,156 | $6,416 | $0 | $54,740 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $6,416 | $6,416 | $0 | |
| Contributions, gifts, grants paid | $54,740 | |||
| Excess of revenue over expenses and disbursements | $-59,269 | |||
| Net investment income | $0 | |||
| Adjusted net income | $2,297 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $229,145 | $229,145 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $214,815 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $14,330 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $229,145 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-410 |
| 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 | $350,297 |
| Net value of noncharitable-use assets | $345,040 |
| Minimum investment return | $17,252 |
| Distributable Amount (for 2012) | |
| Distributable amount | $17,252 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $17,252 |
| 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 | Ethic Mark Institute Inc | 10 Carrera St, St Augustine, FL 32084-3622 | FL | 2004-04 | $28,000 |
| 2 | Etholia Robinson Tr Uw Trust Co Bank Middle Ga | PO BOX 1908, Orlando, FL 32802-1908 | FL | $154,197 | |
| 3 | Eucharistic Apostles Of Divine Mercy Inc | 10016 Park Place Ave, Riverview, FL 33578-5303 | FL | 1998-02 | $171,613 |
| 4 | Eudenes Mission International Ministries Inc | 1710 W Washington Street, Orlando, FL 32805 | FL | 2006-08 | $0 |
| 5 | Eugene Alexander Hope Foundation Inc | 6725 Island Creek Road, Sarasota, FL 34240 | FL | 2009-04 | $0 |
| 6 | Eugene F Merkert 1996 Charitable Foundation, Merkert E F Ttee | 2791 D Rd, Loxahatchee, FL 33470-4897 | FL | 1997-08 | $910,483 |
| 7 | Eugene Lamb Jr Foundation Inc | 158 Hayward Dupont Rd, Midway, FL 32343 | FL | 2005-02 | $0 |
| 8 | Educate The Children | 6661 Costa Cir, Naples, FL 34113-1710 | FL | 1999-10 | $94,569 |
| 9 | Emergency Medicine-Stronger Cook County Inc | PO BOX 10216, Largo, FL 33773-0216 | FL | 2005-06 | $95,820 |
| 10 | Ethan And Seth Future Of Vision Foundation | PO BOX 353097, Palm Coast, FL 32135-3097 | FL | 2007-06 | $27,325 |
| 11 | Ethel & Ronald Taub Family Foundation | 3574 Fair Oaks Way, Longboat Key, FL 34228-4164 | FL | 1968-12 | $30,466 |
| 12 | Donald W Scott Foundation | 3991 Gulf Shore Blvd N 203, Naples, FL 34103-3693 | FL | 1968-07 | $23,080 |
| 13 | Douglas R Moore Family Foundation | 601 Tyler Dr, Sarasota, FL 34236-2103 | FL | 2009-10 | $372,717 |
| 14 | Elizabeth And James Fouts Foundation | 8492 Nw 168th Ter, Miami Lakes, FL 33016-6161 | FL | 1997-07 | $702 |
| 15 | Dream Change Inc | 2560 Rca Blvd Ste 107, Palm Beach Gardens, FL 33410 | FL | 1998-01 | $0 |
| 16 | Elise Gilbert Foundation Ltd, Elise Gilbert Foundation | 11792 Castellon Ct, Boynton Beach, FL 33437-4084 | FL | 2003-06 | $885 |
| 17 | Dowell Family Foundation Inc | 13055 Castle Hbr Dr Apt K10, Naples, FL 34110-9114 | FL | 1995-09 | $1 |
| 18 | Educating Latin American Adolescents Inc | 755 Del Oro Dr, Safety Harbor, FL 34695-4230 | FL | 1994-08 | $64,108 |
| 19 | Edwin And Jeanette May Foundation | Ph 302 N 4731 Bonita Bay Blvd, Bonita Springs, FL 34134 | FL | 1994-08 | $1,909,483 |
| 20 | Ess Family Foundation | 9761 Rookery Cir, Estero, FL 33928-3042 | FL | $15,178 | |
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