Healy Family Charitable Foundation Trust Agreement, Healy Gerald F Ii Ttee in Lexington, Kentucky (KY)
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
| Healy Family Charitable Foundation Trust Agreement, Healy Gerald F Ii Ttee | |
| Employer Identification Number (EIN) | 912039211 |
| Name of Organization | Healy Family Charitable Foundation Trust Agreement |
| Secondary Name | Healy Gerald F Ii Ttee |
| In Care of Name | Gerald F Healy Ii |
| Address | 1815 Saint Ives Cir, Lexington, KY 40502-7714 |
| Subsection | Charitable Organization |
| Ruling Date | 04/2001 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $29,186 |
| Amount of Income | $1 |
| Form 990 Revenue Amount | $8 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2012: $1 (it was $8 in 2011)
| This organization: | $1 |
| Other organizations performing similar types of work: | $105,489 |
Assets in 2012: $29,186 (it was $198,761 in 2011)
| Healy Family Charitable Foundation Trust Agreement, Healy Gerald F Ii Ttee: | $29,186 |
| Other organizations performing similar types of work: | $325,460 |
Expenses in 2012: $169,575
| This organization: | $169,575 |
| Other organizations performing similar types of work: | $49,058 |
Income to expenses ratio in 2012: 0.0
| This organization: | 0.0 |
| Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2012: 0.0%
| Healy Family Charitable Foundation Trust Agreement, Healy Gerald F Ii Ttee: | 0.0% |
| Other organizations performing similar types of work: | 22.8% |
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 | $1 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1 | |||
| Total expenses and disbursements | $169,575 | $2,547 | $0 | $167,028 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,547 | $2,547 | $0 | |
| Contributions, gifts, grants paid | $167,028 | |||
| Excess of revenue over expenses and disbursements | $-169,575 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $29,186 | $29,186 |
| Cash - non-interest-bearing | $29,186 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $29,186 | |
| 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 | $113,975 |
| Net value of noncharitable-use assets | $112,260 |
| Minimum investment return | $5,613 |
| Distributable Amount (for 2012) | |
| Distributable amount | $5,613 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $5,613 |
| 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 | Frances Masser Md Charitable Tr, T Craig Wilson Ttee | 909 Lily Creek Road 101, Louisville, KY 40243-2808 | KY | 2011-02 | $14,061,964 |
| 2 | The Kentucky Fund For Healthy Living Inc | 811 Corporate Dr Ste 103, Lexington, KY 40503-5408 | KY | 2003-07 | $13,359,549 |
| 3 | Wo And Lois Newell Charitable Trust | 107 S Main St, Somerset, KY 42501-2005 | KY | 2010-02 | $12,857,270 |
| 4 | Augusta Brown Holland Philanthropic Foundation Inc | 333 E Main St Ste 401, Louisville, KY 40202-1297 | KY | 2013-05 | $7,447,065 |
| 5 | Sam Swope Family Foundation Inc | 10 Swope Autocenter Dr, Louisville, KY 40299-1862 | KY | 2003-12 | $5,795,218 |
| 6 | Robert E Frazier Tri-City Area Char Fdtn Under Art 5 R Frazier Rev Tr, Vernon J Cole Ttee | 506 W Main St, Cumberland, KY 40823-1460 | KY | 2011-10 | $3,883,836 |
| 7 | Margaret Thomas Redmon Charitable Trust Inc | 1802 Round Ridge Rd, Louisville, KY 40207-1608 | KY | 2012-05 | $2,988,378 |
| 8 | Elsa M Heisel Sule Charitable Trust | 250 Grandview Dr, Ft Mitchell, KY 41017-5667 | KY | 2011-09 | $2,339,430 |
| 9 | Carl Family Foundation Inc | PO BOX 910608, Lexington, KY 40591-0608 | KY | 2012-06 | $1,560,335 |
| 10 | Ann B Gipson Charitable Foundation Inc | 1914 Stanley Gault Pkwy, Louisville, KY 40223-4158 | KY | 2012-08 | $1,355,959 |
| 11 | Trager Family Foundation Inc | 601 W Market Street, Louisville, KY 40202-2745 | KY | 1999-03 | $1,126,326 |
| 12 | T W Barker Family Foundation Inc | PO BOX 2146, Pikeville, KY 41502-2146 | KY | 2008-06 | $828,663 |
| 13 | The@harold & Juanita R Koon Family Charitable Foundation | PO BOX 32760, Louisville, KY 40232-2760 | KY | 1999-02 | $799,845 |
| 14 | Clyde N Day Trust | 510 Washington Ave, Newport, KY 41071-1939 | KY | 2015-04 | $793,459 |
| 15 | Paul W And Rose Suchovsky Charitable Tr Dated 3-7-2012 | PO BOX 32760, Louisville, KY 40232-2760 | KY | 2014-08 | $784,813 |
| 16 | Kenneth H And Sarah M Renau Foundation Inc | 6450 Dutchmans Pkwy, Louisville, KY 40205-3338 | KY | 2008-09 | $773,184 |
| 17 | William B Yarmuth Family Foundationinc | 4102 Oxnard Creek Dr, Louisville, KY 40241-6434 | KY | 2007-09 | $654,845 |
| 18 | William And Mildred Jean Kurz Charitable Tr, Kenneth S Hays Sr Ttee | 7904 Bent Pine Ct, Prospect, KY 40059-9281 | KY | 2012-12 | $585,799 |
| 19 | George W Andrews Charitable Foundation Inc | 2025 Wimbledon Ln, Union, KY 41091-9542 | KY | 2010-05 | $511,164 |
| 20 | Taylor Family Foundation Inc | 12011 Hunting Crest Dr, Prospect, KY 40059-9176 | KY | 2005-08 | $342,417 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 22,395 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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