Charles A Dean Tr Dtd 3-12-13 Amended 1-14-20 Nect in Punta Gorda, 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
| Charles A Dean Tr Dtd 3-12-13 Amended 1-14-20 Nect | |
| Employer Identification Number (EIN) | 046026858 |
| Name of Organization | Charles A Dean Tr Dtd 3-12-13 Amended 1-14-20 Nect |
| In Care of Name | Arthur Haug |
| Address | 25188 Marion Ave A-106, Punta Gorda, FL 33950-4118 |
| Activities | 4947(a)(2) trust |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 02/1973 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,292,750 |
| Amount of Income | $772,001 |
| Form 990 Revenue Amount | $169,412 |
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 | $62,608 | $111,104 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $656 | |||
| Dividends and interest from securities | $69,346 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-10,999 | |||
| Other | $3,605 | |||
| Total expenses and disbursements | $286,428 | $53,428 | $0 | $233,000 |
| Compensation of officers, directors, trustees, etc. | $10,739 | |||
| Total operating and administrative expenses | $53,428 | $53,428 | $0 | |
| Contributions, gifts, grants paid | $233,000 | |||
| Excess of revenue over expenses and disbursements | $-223,820 | |||
| Net investment income | $57,676 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,063,386 | $2,716,348 |
| Cash - non-interest-bearing | $141,368 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $713,308 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $208,710 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,063,386 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $3,605 |
| 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 | $577 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $577 |
| 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? | 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 | $2,600,636 |
| Net value of noncharitable-use assets | $2,561,620 |
| Minimum investment return | $128,081 |
| Distributable Amount (for 2012) | |
| Distributable amount | $127,504 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $127,504 |
| 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 | Charity Of Life Foundation Inc | 725 N A1a Ste C118-119, Jupiter, FL 33477-4571 | FL | 2003-12 | $183,360 |
| 2 | Charity West Palm Inc | Po Box 2529, Palm Beach, FL 33480 | FL | 2005-02 | $0 |
| 3 | Charity Works Inc | 635 Court St Ste 130, Clearwater, FL 33756-5512 | FL | 1998-01 | $219,811 |
| 4 | Charlee Of Central Florida A Menninger Youth Program Inc | 11875 High Tech Ave Ste 200, Orlando, FL 32817-1473 | FL | 1985-02 | $1,402,585 |
| 5 | Charlee Of Dade County Inc | 155 S Miami Ave Ste 700, Miami, FL 33130-1628 | FL | 1983-08 | $13,108,105 |
| 6 | Charles & Jennie Modica Foundation Inc | 460 Harbour Island Rd, Orlando, FL 32809-3031 | FL | 1985-04 | $10,228 |
| 7 | Charles & Odette Patterson Tr Un | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1992-07 | $614,917 |
| 8 | Charles & Virginia Jacobsen Charitable Tr, Sexton David N Ttee | PO BOX 336, Naples, FL 34106-0336 | FL | 2002-05 | $595,923 |
| 9 | Charles A Barrett Memorial Foundation Inc | 1023 Sw 25th Ave, Miami, FL 33135-4824 | FL | 2002-11 | $27,595 |
| 10 | Charles A Dana Law Center Foundation Inc | 1401 61st St S, Gulfport, FL 33707-3246 | FL | 1959-11 | $1,712,921 |
| 11 | Charles A Dean Tr Dtd 3-12-13 Amended 1-14-20 Nect | 25188 Marion Ave A-106, Punta Gorda, FL 33950-4118 | FL | 1973-02 | $772,001 |
| 12 | Tua Charles A Doeringer Ir | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 2000-04 | $21,682 |
| 13 | Charles A Lauffer Tr 06-07-014-6826085 | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1971-11 | $386,665 |
| 14 | Charles A Miller Jr Foundation | 222 S Palm Ave, Sarasota, FL 34236-6727 | FL | 2001-03 | $5,690 |
| 15 | Tr U W C A & J A Parsons Fund | PO BOX 40200 FL9-100-10-19, Jacksonville, FL 32203-0200 | FL | 1991-12 | $193,385 |
| 16 | Charles A Stille Charitable Tua Tr, 40-05-500-0641217 | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 2006-06 | $646,889 |
| 17 | Charles A Whitehead Foundation Inc | 730 W 15th St, Panama City, FL 32401-2243 | FL | 1992-05 | $60 |
| 18 | Charles And Ann Johnson Foundation | 703 Island Dr, Palm Beach, FL 33480-4742 | FL | 1987-04 | $1,088,997 |
| 19 | Charles And Betty White Charitablefoundation Inc | 3420 Ravenwood Ln, Miramar Beach, FL 32550-7895 | FL | 2008-04 | $19,987 |
| 20 | Charles And Elsie Gols Charitable Foundation Inc | 1201 George Bush Blvd, Delray Beach, FL 33483-7284 | FL | 2001-01 | $1 |
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