Lloyd F Schmitz Char Tr Ua 10122001 Fbo Peters United Methodist Church in Louisville, 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
| Lloyd F Schmitz Char Tr Ua 10122001 Fbo Peters United Methodist Church | |
| Employer Identification Number (EIN) | 036090656 |
| Name of Organization | Lloyd F Schmitz Char Tr Ua 10122001 Fbo Peters United Methodist Church |
| In Care of Name | Hilliard Lyons Asset Management |
| Address | PO BOX 32760, Louisville, KY 40232-2760 |
| Subsection | Charitable Organization |
| Ruling Date | 08/2005 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,370,957 |
| Amount of Income | $389,484 |
| Form 990 Revenue Amount | $60,024 |
| National Taxonomy of Exempt Entities (NTEE) | Religion-Related, Spiritual Development: Single Organization Support |
Non-representatives - add comments:
Amount of income in 2013: $389,484 (it was $255,997 in 2012)
| This organization: | $389,484 |
| Other organizations performing similar types of work: | $97,827 |
Assets in 2013: $1,370,957 (it was $1,396,672 in 2012)
| Lloyd F Schmitz Char Tr Ua 10122001 Fbo Peters United Methodist Church: | $1,370,957 |
| Other organizations performing similar types of work: | $207,620 |
Expenses in 2012: $126,472
| Lloyd F Schmitz Char Tr Ua 10122001 Fbo Peters United Methodist Church: | $126,472 |
| Other organizations performing similar types of work: | $43,519 |
Income to expenses ratio in 2012: 3.1
| This organization: | 3.1 |
| Other organizations performing similar types of work: | 6.9 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 5.2% |
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 | $81,258 | $81,258 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $13,764 | |||
| Dividends and interest from securities | $29,204 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $38,290 | |||
| Total expenses and disbursements | $126,472 | $14,488 | $0 | $111,368 |
| Compensation of officers, directors, trustees, etc. | $14,122 | |||
| Total operating and administrative expenses | $16,204 | $14,488 | $1,100 | |
| Contributions, gifts, grants paid | $110,268 | |||
| Excess of revenue over expenses and disbursements | $-45,214 | |||
| Net investment income | $66,770 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,396,672 | $1,615,991 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $230,128 | |
| Investments-corporate stock | $659,187 | |
| Investments-corporate bonds | $115,927 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $315,396 | |
| Other | $76,034 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,396,672 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $38,290 |
| 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 | $668 |
| Total credits and payments | $480 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $480 |
| 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 | $188 |
| 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? | Yes |
| 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 | $1,603,288 |
| Net value of noncharitable-use assets | $1,579,240 |
| Minimum investment return | $78,962 |
| Distributable Amount (for 2012) | |
| Distributable amount | $78,294 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $78,294 |
| 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 | Family Christian Resource Centers Inc | 5300 Patterson Ave Se, Grand Rapids, MI 49530-1000 | MI | 2012-11 | $233,777,776 |
| 2 | Billy Graham Library Endowment Tr Fund, Billy Graham Evangelistic Assoc | PO BOX 668129, Charlotte, NC 28266-8129 | NC | 2012-08 | $75,528,194 |
| 3 | First Baptist Church Foundation | 48 Meeting St, Charleston, SC 29401-2535 | SC | 2010-03 | $19,215,521 |
| 4 | Cathoilc Foundation Of Greater Philadelphia | 100 N 20th St, Philadelphia, PA 19103-1443 | PA | 2014-08 | $6,931,332 |
| 5 | Wycliffe Bible Translators International Inc | 7500 W Camp Wisdom Rd, Dallas, TX 75236-5629 | TX | 2000-08 | $4,365,747 |
| 6 | The L&r Lawrence Family Foundation | 121 Steuart Street, San Francisco, CA 94105-1236 | CA | 2004-11 | $4,077,615 |
| 7 | St Lukes Lutheran Church And School Foundation | 2021 West Sr 426, Oviedo, FL 32765 | FL | 2010-09 | $3,157,952 |
| 8 | Living River A Retreat On The Cahaba Inc | 3603 Lorna Ridge Dr, Birmingham, AL 35216-5254 | AL | 2008-03 | $3,102,279 |
| 9 | Tgi Global | PO BOX 140800, Nashville, TN 37214-0800 | TN | 2010-03 | $3,068,127 |
| 10 | St Thomas Legacy Foundation | 8398 Ne 12th Street Po Box 124, Medina, WA 98039-0124 | WA | 2007-11 | $3,024,093 |
| 11 | Support Our Aging Religious Inc Soar | 3025 4th St Ne Ste 14, Washington, DC 20017-1103 | DC | 2014-07 | $2,882,582 |
| 12 | St Charles Borromeo Educationalfoundation | 5891 Ridge Rd, Parma, OH 44129-3642 | OH | 2006-07 | $2,824,389 |
| 13 | St James Parish Foundation Inc | 23 South Third Street, Wilmington, NC 28401 | NC | 2003-09 | $2,706,836 |
| 14 | St Pauls Methodist Foundation Of Houston | 5501 Main St, Houston, TX 77004-6917 | TX | 2008-09 | $2,609,491 |
| 15 | Village Presbyterian Church Endowment Trust | 6641 Mission Rd, Prairie Vlg, KS 66208-1702 | KS | 1999-02 | $2,467,361 |
| 16 | Lloyd F Schmitz Char Tr Ua 10122001 Fbo Peters United Methodist Church | PO BOX 32760, Louisville, KY 40232-2760 | KY | 2005-08 | $389,484 |
| 17 | Faith That Works Foundation Inc | 129 W Main St, Morehead, KY 40351-1625 | KY | 2008-03 | $5,678 |
| 18 | Highlands Community Campus Inc | 1228 E Breckinridge St, Louisville, KY 40204-2037 | KY | 2014-10 | $0 |
| 19 | Hopeful Evangelical Lutheran Church Foundation Inc | 6430 Hopeful Church Rd, Florence, KY 41042 | KY | 2013-01 | $0 |
| 20 | Lawton Long-Jamie Bronston Long Trust | 134 West Main Street, Richmond, KY 40475 | KY | 2001-09 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 876 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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