James And Betty Jacobs Fam Charitable Tr, Jacobs James J Ttee in West Bath, Maine (ME)
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
| James And Betty Jacobs Fam Charitable Tr, Jacobs James J Ttee | |
| Employer Identification Number (EIN) | 010511399 |
| Name of Organization | James And Betty Jacobs Fam Charitable Tr |
| Secondary Name | Jacobs James J Ttee |
| In Care of Name | Jeff Jacobs |
| Address | 300 Houghton Pond Rd, West Bath, ME 04530-6734 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1997 |
| 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 | $32,630 |
| Amount of Income | $1,501 |
| Form 990 Revenue Amount | $205 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: |
Non-representatives - add comments:
Amount of income in 2013: $1,501 (it was $1,700 in 2012)
| James And Betty Jacobs Fam Charitable Tr, Jacobs James J Ttee: | $1,501 |
| Other organizations performing similar types of work: | $85,386 |
Assets in 2013: $32,630 (it was $33,129 in 2012)
| James And Betty Jacobs Fam Charitable Tr, Jacobs James J Ttee: | $32,630 |
| Other organizations performing similar types of work: | $388,509 |
Expenses in 2012: $2,200
| James And Betty Jacobs Fam Charitable Tr, Jacobs James J Ttee: | $2,200 |
| Other organizations performing similar types of work: | $31,275 |
Income to expenses ratio in 2012: 0.7
| James And Betty Jacobs Fam Charitable Tr, Jacobs James J Ttee: | 0.7 |
| Other organizations performing similar types of work: | 1.6 |
Grants share in income in 2012: 11.8%
| James And Betty Jacobs Fam Charitable Tr, Jacobs James J Ttee: | 11.8% |
| Other organizations performing similar types of work: | 0.0% |
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 | $1,700 | $1,500 | $1,500 | |
| Contributions, gifts, grants, etc., received | $200 | |||
| Interest on savings and temporary cash investments | $1,500 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $2,200 | $0 | $0 | $2,200 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $200 | $0 | $200 | |
| Contributions, gifts, grants paid | $2,000 | |||
| Excess of revenue over expenses and disbursements | $-500 | |||
| Net investment income | $1,500 | |||
| Adjusted net income | $1,500 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $33,129 | $32,800 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $30,000 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $3,129 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $33,129 | |
| 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 | $15 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $15 |
| 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 | $32,210 |
| Net value of noncharitable-use assets | $31,720 |
| Minimum investment return | $1,586 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,571 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,571 |
| 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 | Nccf Support Inc | 11625 Rainwater Dr Ste 500, Alpharetta, GA 30009-8678 | GA | 1998-03 | $489,067 |
| 2 | Kikis Fam Foundation, Hughes James E Jr Ttee | 720 5th Ave Fl 10, New York, NY 10019-4107 | NY | 1996-07 | $10,728,223 |
| 3 | Olean General Hospital Foundation | 515 Main St, Olean, NY 14760-1513 | NY | 1996-11 | $2,774,806 |
| 4 | Henry Brooks Sr Trust C | PO BOX 1802, Providence, RI 02901-1802 | RI | 1997-12 | $824,796 |
| 5 | Zambezi Foundation Inc | 13 Rose St, Danbury, CT 06810-5809 | CT | 1997-11 | $604,381 |
| 6 | Pearson Edith King T-W | 1 W 4th St 4th Floor Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 1967-07 | $405,229 |
| 7 | Butler Creek Soccer Club | PO BOX 2258, Kennesaw, GA 30156-9122 | GA | 1994-02 | $384,334 |
| 8 | Margaret A Foote Charitable Remainder Unitrust 32002605 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1996-04 | $157,101 |
| 9 | Webster Five Foundation Inc | 10 A St, Auburn, MA 01501-2102 | MA | 1997-03 | $150,032 |
| 10 | Eastboro Foundation Charitable Tr, Rosenberg Jacob Ttee | 1430 Broadway, New York, NY 10018-3308 | NY | 1997-04 | $149,530 |
| 11 | Webb Memorial Medical Library Trust | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1998-08 | $17,142 |
| 12 | The Pottertown Foundation | PO BOX 94651, Cleveland, OH 44101-4651 | OH | 1998-02 | $9,767 |
| 13 | James And Betty Jacobs Fam Charitable Tr, Jacobs James J Ttee | 300 Houghton Pond Rd, West Bath, ME 04530-6734 | ME | 1997-05 | $1,501 |
| 14 | Community Support Services | 1705 Oregon Pike, Lancaster, PA 17601-4201 | PA | 1997-02 | $0 |
| 15 | Liberal Trinity Development Foundation Inc | 725 W Northside Dr, Jackson, MS 39206-4506 | MS | 1997-11 | $0 |
| 16 | Mechon Ruth Inc | 1262 51st St, Brooklyn, NY 11219-3517 | NY | 1998-03 | $0 |
| 17 | North Trenholm Baptist Church Foundation Inc | 6515 North Trenholm Rd, Columbia, SC 29206 | SC | 1998-07 | $0 |
| 18 | Overbrook Methodist Church Stitt Tr | Po Box 167, Overbrook, KS 66524 | KS | 1995-11 | $0 |
| 19 | Unity Shoppe Of Santa Barbara Endowment Fund Inc | 1219 State St, Santa Barbara, CA 93101-2661 | CA | 1997-02 | $0 |
| 20 | Zaltz Charitable Foundation Inc | 2376 60th St, Brooklyn, NY 11204-2633 | NY | 1997-06 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||
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| Total | 32 | ||||||||||||||||||||||||||||||||
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