Thomas Charitable Trust in Key Colony Beach, 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
Thomas Charitable Trust | |
Employer Identification Number (EIN) | 046211042 |
Name of Organization | Thomas Charitable Trust |
In Care of Name | Laurence J Hoch |
Address | Joan C Hoch 880 Shelter Bay Dr Po, Key Colony Beach, FL 33051 |
Activities | Gifts, grants, or loans to other organizations, Scholarships (other), Preservation of natural resources (conservation) |
Subsection | Charitable Organization |
Ruling Date | 06/1969 |
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 | $96,006 |
Amount of Income | $1,897 |
Form 990 Revenue Amount | $1,668 |
Non-representatives - add comments:
Revenue 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 | $1,710 | $1,710 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $57 | |||
Dividends and interest from securities | $1,653 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $2,075 | $427 | $0 | $0 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $2,075 | $427 | $0 | |
Contributions, gifts, grants paid | $0 | |||
Excess of revenue over expenses and disbursements | $-365 | |||
Net investment income | $1,283 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $96,753 | $98,449 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $60,282 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $36,471 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $96,753 |
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 | $26 |
Total credits and payments | $100 |
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) | $100 |
Backup withholding erroneously withheld | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $0 |
Overpayment | $74 |
Amount to be credited to 2013 estimated tax | $74 |
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 | $95,907 |
Net value of noncharitable-use assets | $94,460 |
Minimum investment return | $4,723 |
Distributable Amount (for 2012) | |
Distributable amount | $4,697 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $4,697 |
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 | Tent Makers Of Rwanda | 518 Hiawatha Ave, Inverness, FL 34452-4529 | FL | 2006-02 | $43,313 |
2 | Smile Forever Inc | 8832 One Putt Pl, Port St Lucie, FL 34986-3067 | FL | 2004-10 | $141,859 |
3 | The Paul F Zito Md Educational Scholarship Foundation Inc | 3570 Grande Tuscany Way, New Smyrna, FL 32168-5341 | FL | 2004-03 | $32,823 |
4 | Stern Charitable Foundation | 6340 Se Harbor Cir, Stuart, FL 34996-1921 | FL | 2007-07 | $5,855 |
5 | Syracuse Automotive Museum | PO BOX 186, Sarasota, FL 34230-0186 | FL | 2007-08 | $230 |
6 | Ten Oclock Classics Inc | 18671 Collins Ave Apt 1204, Sunny Isl Bch, FL 33160-7222 | FL | 2001-10 | $120,825 |
7 | The Association Of Israels Decorative Arts | 2201 Nw 30th Pl, Pompano Beach, FL 33069-1026 | FL | 2004-12 | $177,663 |
8 | The@elias Wollerstein And Harriet M Wollerstein Foundation, Wollerstein Harriet M Ttee | C/O Eric Levine 1711 Corsica Dr, Wellington, FL 33414 | FL | 2003-07 | $5,001 |
9 | The@sydelle N And Michael J Lazar Foundation Inc | 21438 Linwood Ct, Boca Raton, FL 33433-7436 | FL | 2002-06 | $581,726 |
10 | Thirty Two Bj North Pension Holding Corporation | C/O Whitestar Advisors Llc 902 Clin, Boca Raton, FL 33487 | FL | 1999-05 | $1,108,715 |
11 | Thomas Charitable Trust | Joan C Hoch 880 Shelter Bay Dr Po, Key Colony Beach, FL 33051 | FL | 1969-06 | $1,897 |
12 | Sons & Daughters Pearl Harbor Survivors Inc | 2528 Holley Court, Navarre, FL 32566 | FL | 1974-12 | $0 |
13 | The Scholtz Family Foundation | 2591 Windward Way, Naples, FL 34103-4067 | FL | 1999-12 | $1,283,832 |
14 | Sidney & Lillian Klemow Foundation Inc | 9487 125th St, Seminole, FL 33772-2044 | FL | 1985-05 | $55,509 |
15 | Tate White & Smith Association For Community Development Inc | PO BOX 10197, Brooksville, FL 34603-0197 | FL | 1999-08 | $1 |
16 | Society For News Design | 424 E Central Blvd Suite 406, Orlando, FL 32801-1923 | FL | 1980-06 | $451,330 |
17 | The Dunn Foundation | 3004 62nd Avenue East, Bradenton, FL 34203-5306 | FL | 1991-03 | $0 |
18 | Serendipity Foundation Inc | 1007 N Federal Hwy 5002, Ft Lauderdale, FL 33304-1422 | FL | 2003-03 | $278,003 |
19 | Sports & Cultural Exchange International | PO BOX 710, West Palm Bch, FL 33402-0710 | FL | 1962-08 | $349,862 |
20 | The Lewis-Warburg Foundation Fka The Gift Foundation | 1730 S Federal Hwy Ste 388, Delray Beach, FL 33483-3309 | FL | 1998-05 | $46,026 |
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