Simon Family Foundation in Prospect, 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
- Other organizations in Kentucky
| Simon Family Foundation | |
| Employer Identification Number (EIN) | 046077289 |
| Name of Organization | Simon Family Foundation |
| Address | 7 Scenic Hl, Prospect, KY 40059-9463 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1966 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $59,754 |
| Amount of Income | $4,307 |
| Form 990 Revenue Amount | $3,699 |
Non-representatives - add comments:
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 | $6,768 | $6,768 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,697 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $3,071 | |||
| Total expenses and disbursements | $7,875 | $0 | $0 | $6,459 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,416 | $0 | $0 | |
| Contributions, gifts, grants paid | $6,459 | |||
| Excess of revenue over expenses and disbursements | $-1,107 | |||
| Net investment income | $6,768 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $63,520 | $70,954 |
| Cash - non-interest-bearing | $5,740 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $57,780 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $63,520 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $3,071 |
| 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 | $135 |
| Total credits and payments | $58 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $58 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $77 |
| 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 | $74,092 |
| Net value of noncharitable-use assets | $72,980 |
| Minimum investment return | $3,649 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,514 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,514 |
| 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 Kentucky | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Sidney I Kornhauser Foundation Inc | 801 Barret Ave Ste 110, Louisville, KY 40204-1732 | KY | 1958-05 | $11,765 |
| 2 | Sierra Leone Malegohun Community Development Inc | 4621 Outer Loop Ste 216, Louisville, KY 40219-3970 | KY | 2010-05 | $3,125 |
| 3 | Sigma Alpha Epsilon Fraternity, Kentucky Beta Chapter | 300 Alumni Ave, Bowling Green, KY 42101-3408 | KY | 1966-02 | $106,438 |
| 4 | Sigma Kappa Sorority, Alpha Chi Chapter Of Sigma Kappa Sorority | 400 E College St 180, Georgetown, KY 40324 | KY | 1943-01 | $0 |
| 5 | Sigma Kappa Sorority, Alpha Theta Chapter | 2026 Unity Pl, Louisville, KY 40208-1848 | KY | 1943-01 | $109,446 |
| 6 | Sigma Kappa Sorority, Epsilon Zeta Chapter | 1551 Chestnut St, Bowling Green, KY 42101-2980 | KY | 1943-01 | $84,307 |
| 7 | Sigma Phi Epsilon Fraternity Inc, Ky Epsilon | 1400 Main St, Murray, KY 42071-1825 | KY | 1970-05 | $133,700 |
| 8 | Silent Workers Circle Of The Intl Order Of Kings Daughters And Sons, Silent Workers Kings Daughters Cir | 125 Trade St Ste C, Lexington, KY 40511-2616 | KY | 2002-11 | $704,885 |
| 9 | Silver Grove Volunteer Fire Department | 5011 4 Mile Road, Silver Grove, KY 41085 | KY | 1995-04 | $0 |
| 10 | Silver Triangle Main Street Corporation | PO BOX 67, Guthrie, KY 42276 | KY | 2004-09 | $28,749 |
| 11 | Simon Family Foundation | 7 Scenic Hl, Prospect, KY 40059-9463 | KY | 1966-10 | $4,307 |
| 12 | Simpson County Historical Society | 206 N College St, Franklin, KY 42134-1826 | KY | 1985-08 | $2,043,359 |
| 13 | Simpson County Literacy Council Inc | 231 S College St, Franklin, KY 42134-2107 | KY | 1987-10 | $1,836,553 |
| 14 | Skybound Ministries Inc | 125 N Lakeview Drive, Brooks, KY 40109 | KY | 1992-08 | $24,000 |
| 15 | Smithland Elderly Apartments Inc | 504 Rudd St, Smithfield, KY 42081-9430 | KY | 1994-02 | $57,840 |
| 16 | So That All May Play-The Matt Ross Fund Inc | 405 Prospect St, Berea, KY 40403-1726 | KY | 2010-08 | $7,268 |
| 17 | Society For Psychotherapy Research | 401 E Chestnut St Unit 610, Louisville, KY 40202-5711 | KY | 1984-10 | $352,072 |
| 18 | Society Of St Vincent De Paul Council Of The United States, Council Of Covington | 2655 Crescent Springs Pike, Erlanger, KY 41017-1504 | KY | 2007-02 | $1,234,544 |
| 19 | Society Of St Vincent De Paul Council Of The United States | 2655 Crescent Springs Road, Covington, KY 41017 | KY | 2007-02 | $0 |
| 20 | Society Of Trauma Nurses | 3493 Lansdowne Dr Ste 2, Lexington, KY 40517-1147 | KY | 1993-03 | $1,106,723 |
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