Anne Spychala Fam Char Fdtn Tr, Spychala Anne Et Al Ttee in Bluffton, South Carolina (SC)
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 South Carolina
Anne Spychala Fam Char Fdtn Tr, Spychala Anne Et Al Ttee | |
Employer Identification Number (EIN) | 056145850 |
Name of Organization | Anne Spychala Fam Char Fdtn Tr |
Secondary Name | Spychala Anne Et Al Ttee |
Address | PO BOX 2742, Bluffton, SC 29910-2742 |
Subsection | Charitable Organization |
Ruling Date | 07/2005 |
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 | $500,000 to $999,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $1,734,747 |
Amount of Income | $808,594 |
Form 990 Revenue Amount | $595,870 |
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 | $45,045 | $51,478 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $46,008 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $5,470 | |||
Total expenses and disbursements | $134,874 | $15,738 | $0 | $118,822 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $38,714 | $15,738 | $22,662 | |
Contributions, gifts, grants paid | $96,160 | |||
Excess of revenue over expenses and disbursements | $-89,829 | |||
Net investment income | $35,740 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $1,781,492 | $1,797,665 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $671,727 | |
Investments-corporate stock | $575,657 | |
Investments-corporate bonds | $192,472 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $341,636 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $1,781,492 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
Net capital loss | $-6,433 |
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 | $357 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $357 |
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 | $1,817,463 |
Net value of noncharitable-use assets | $1,790,200 |
Minimum investment return | $89,510 |
Distributable Amount (for 2012) | |
Distributable amount | $89,153 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $89,153 |
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 South Carolina | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Animal Mission | 127 Humane Ln, Columbia, SC 29209-4605 | SC | 1991-01 | $473,025 |
2 | Animal Protection League Of South Carolina | PO BOX 5354, Columbia, SC 29250-5354 | SC | 1983-10 | $116,780 |
3 | Animal Refuge Keepers Inc, The Ark | 6 Woodspring Ct, North Augusta, SC 29860-8621 | SC | 2000-12 | $463,114 |
4 | Animal Rescue Fund Of South Carolina | 10445 Clemson Blvd, Seneca, SC 29678-4525 | SC | 2004-03 | $30,718 |
5 | Animal Shelter Of Clarendon County | 5079 Alex Harvin Hwy, Manning, SC 29102-5375 | SC | 2001-03 | $328,429 |
6 | Animals Living Life | PO BOX 843, Ridgeville, SC 29472 | SC | 2006-05 | $46,449 |
7 | Ann Brodies Carolina Ballet | 914 Pulaski St, Columbia, SC 29201-3637 | SC | 1989-04 | $177,937 |
8 | Ann C T Brown Foundation | PO BOX 3167, Pawleys Isl, SC 29585-3167 | SC | 2007-06 | $1,813,971 |
9 | Anna M Black Charitable Foundation Inc | 780 E Main St, Spartanburg, SC 29302-1285 | SC | 1995-07 | $1 |
10 | Anna Stepp Foundation, Stepp Donald E Ttee | 305 Caston Dr, Boiling Spgs, SC 29316-6026 | SC | 1991-10 | $1,151 |
11 | Anne Spychala Fam Char Fdtn Tr, Spychala Anne Et Al Ttee | PO BOX 2742, Bluffton, SC 29910-2742 | SC | 2005-07 | $808,594 |
12 | Annette And Gary T Fazio Foundation Inc | 136 South Shore Dr, Hilton Head, SC 29928-7701 | SC | 2007-12 | $15,001 |
13 | Annual Recreation Workshop C/O Kathleen K Emerson | 1192 Out Of Bounds Dr, Summerville, SC 29485-6227 | SC | 1997-09 | $76,615 |
14 | Ansonborough Housing Corporation | 71 Society Street, Charleston, SC 29401-1446 | SC | 1982-05 | $894,218 |
15 | Antioch Volunteer Fire Department Inc | 937 Antioch Rd, Blacksburg, SC 29702-7339 | SC | 1986-04 | $121,288 |
16 | Any Lengths Recovery Inc | 4742 Broad St, Sumter, SC 29154-1551 | SC | 2001-07 | $929,942 |
17 | Apartment Association Of Greater Columbia Inc | PO BOX 7515, Columbia, SC 29202-7515 | SC | 1983-01 | $204,469 |
18 | Apert International Inc | 1900 Shadowood Drive, Columbia, SC 29212 | SC | 2000-08 | $0 |
19 | Aphiemi | 246 Lakeside Dr, Aiken, SC 29803-5820 | SC | 1999-09 | $300 |
20 | April 30th Foundation, John F Morgan Sr Ttee | 10 Pinckney Colony Rd Ste 502, Bluffton, SC 29909-4151 | SC | 2009-06 | $954 |
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