The Ano Charitable Foundation Trust in Okatie, 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
- Organizations performing similar types of work
| The Ano Charitable Foundation Trust | |
| Employer Identification Number (EIN) | 010511365 |
| Name of Organization | The Ano Charitable Foundation Trust |
| In Care of Name | H P Ano And P Noce |
| Address | 9 Woodstork Watch Callawassie, Okatie, SC 29909 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $362,668 |
| Amount of Income | $210,839 |
| Form 990 Revenue Amount | $22,088 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2013: $210,839 (it was $150,854 in 2012)
| This organization: | $210,839 |
| Other organizations performing similar types of work: | $120,021 |
Assets in 2013: $362,668 (it was $343,166 in 2012)
| This organization: | $362,668 |
| Other organizations performing similar types of work: | $470,342 |
Expenses in 2012: $35,597
| The Ano Charitable Foundation Trust: | $35,597 |
| Other organizations performing similar types of work: | $61,754 |
Income to expenses ratio in 2012: 5.9
| This organization: | 5.9 |
| Other organizations performing similar types of work: | 2.0 |
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 | $41,027 | $41,027 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $14 | |||
| Dividends and interest from securities | $7,331 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $33,682 | |||
| Total expenses and disbursements | $35,597 | $5,597 | $0 | $30,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $5,597 | $5,597 | $0 | |
| Contributions, gifts, grants paid | $30,000 | |||
| Excess of revenue over expenses and disbursements | $5,430 | |||
| Net investment income | $35,430 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $343,166 | $433,186 |
| Cash - non-interest-bearing | $1 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $339,698 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $3,467 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $343,166 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $33,682 |
| 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 | $354 |
| Total credits and payments | $670 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $670 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $316 |
| Amount to be credited to 2013 estimated tax | $316 |
| 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 | $446,845 |
| Net value of noncharitable-use assets | $440,140 |
| Minimum investment return | $22,007 |
| Distributable Amount (for 2012) | |
| Distributable amount | $21,653 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $21,653 |
| 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 | S & G Foundation | PO BOX 860, Saratoga Spgs, NY 12866-0860 | NY | 1998-01 | $316,260,515 |
| 2 | The Walsh Foundation | 190 S Lasalle St Ste 1700, Chicago, IL 60603-3496 | IL | 1995-06 | $46,605,330 |
| 3 | Cassels Foundation | 420 Davega Dr, Lexington, SC 29073-7485 | SC | 1996-07 | $12,841,178 |
| 4 | Vandy Charitable Foundation Inc | PO BOX 458, Georgetown, SC 29442-0458 | SC | 1995-10 | $5,497,977 |
| 5 | Pope-Brown Foundation | PO BOX 190, Newberry, SC 29108-0190 | SC | 1996-10 | $772,032 |
| 6 | Cart Foundation | 927 Middle St, Sullivans Is, SC 29482-8729 | SC | 1995-02 | $520,625 |
| 7 | Securitys Lending Hand Foundation | PO BOX 811, Spartanburg, SC 29304-0811 | SC | 1996-03 | $420,000 |
| 8 | Jewish Endowment Fund Inc | 635 Rutledge Ave Ste 201, Charleston, SC 29403-4464 | SC | 1996-12 | $393,643 |
| 9 | Herzman-Fishman Foundation | 330 Concord St Apt 17c, Charleston, SC 29401-1510 | SC | 1995-11 | $290,561 |
| 10 | The Ano Charitable Foundation Trust | 9 Woodstork Watch Callawassie, Okatie, SC 29909 | SC | 1997-07 | $210,839 |
| 11 | Eleanor A And Bernard H Breedlove Foundation | PO BOX 785, Bluffton, SC 29910-0785 | SC | 1995-09 | $185,906 |
| 12 | Linda Moody Robertson Foundation | PO BOX 9443, Greenville, SC 29604-9443 | SC | 1997-12 | $149,938 |
| 13 | Brookland Foundtion | PO BOX 2026, Columbia, SC 29202-2026 | SC | 1997-01 | $82,238 |
| 14 | Smith Foundation Dtd 062195, Potts Eugenia S Ttee | 515 Wade Hampton Blvd, Greer, SC 29652 | SC | 1996-01 | $75,603 |
| 15 | Button & Rod Cook Fdn Charitable Tr 041498, Merritt & Tenney Llp | 503 Scarborough Dr, Greer, SC 29650-3669 | SC | 1998-05 | $56,288 |
| 16 | Dee And Rick Ray Foundation Inc | 33 S Beach Lagoon Rd, Hilton Head, SC 29928-5716 | SC | 1997-05 | $32,783 |
| 17 | Roger S Strange Memorial Endowment For Christian Education, The Roger S Strange Memorial Endowment For Christian Education | 406 Brushy Creek Rd, Taylors, SC 29687-3530 | SC | 1995-03 | $6,693 |
| 18 | Ryan Crout Foundation Charitable Trust | 141 Bridgewood Ct, Gilbert, SC 29054-9046 | SC | 1996-09 | $3,283 |
| 19 | Rushing Foundation | PO BOX 6648, Greenville, SC 29606-6648 | SC | 1995-03 | $2,000 |
| 20 | Abbeville Presbyterian Church Foundation | 201 N Main St, Abbeville, SC 29620-1744 | SC | 1997-12 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 2,744 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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