Robin & Peter Formanek Charitable Trust in Memphis, Tennessee (TN)
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 Tennessee
| Robin & Peter Formanek Charitable Trust | |
| Employer Identification Number (EIN) | 586203536 |
| Name of Organization | Robin & Peter Formanek Charitable Trust |
| Address | 6075 Poplar Ave Ste 726, Memphis, TN 38119-4750 |
| Subsection | Charitable Organization |
| Ruling Date | 02/1987 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,165,934 |
| Amount of Income | $9,607 |
| Form 990 Revenue Amount | $289,431 |
Non-representatives - add comments:
Revenue 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 | $139,011 | $139,011 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $26 | |||
| Dividends and interest from securities | $9,581 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $129,404 | |||
| Total expenses and disbursements | $16,260 | $16,260 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $16,260 | $16,260 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $122,751 | |||
| Net investment income | $122,751 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,165,934 | $1,165,934 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,165,934 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,165,934 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $129,404 |
| 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 | $2,455 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $55 |
| Tax due | $2,510 |
| 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 | $1,165,960 |
| Net value of noncharitable-use assets | $1,148,480 |
| Minimum investment return | $57,424 |
| Distributable Amount (for 2012) | |
| Distributable amount | $54,969 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $54,969 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
| Prancing Tigerettes Inc in Memphis, TN |
Excel Educational Learning Center in Memphis, TN
  |
|
Empowering Your Success in Memphis, TN
|
| Lions Club Of Memphis Foundation in Memphis, TN |
|
Riverview Kansas Community And Day Care Center Inc in Memphis, TN
|
| Sheriff A C Gilless Jr Charity Golf Tournament, Shelby County Sheriff's Office Children's Charity Golf Tournament in Memphis, TN |
| Fire Department Museum Of Memphis Inc in Memphis, TN |
|
Streetdog Foundation Inc in Memphis, TN
|
|
Joy Center Inc in Lebanon, TN
|
| Dandridge Lions Club in Dandridge, TN |
| Other organizations in Tennessee | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Robert P Henderson Trust Uw 2962 | 800 S Gay St, Knoxville, TN 37929-9729 | TN | 1976-05 | $111,059 |
| 2 | Robert Stanley Foreign Language Teaching Scholarship Trust | 870 Vine St Apt 61, Chattanooga, TN 37403-2346 | TN | 1993-09 | $1,250 |
| 3 | Robertson County Chamber Of Commerce | 503 W Court Sq, Springfield, TN 37172-2413 | TN | 1982-03 | $427,341 |
| 4 | Robertson County Child Advocacy Center Inc | 101 5th Avenue West, Springfield, TN 37172-2430 | TN | 1994-03 | $101,270 |
| 5 | Robertson County Fair Association | PO BOX 921, Springfield, TN 37172-0921 | TN | 2002-02 | $238,233 |
| 6 | Robertson County Farm Bureau | PO BOX 220, Springfield, TN 37172-0220 | TN | 1944-09 | $283,064 |
| 7 | Robertson County Historical Society | PO BOX 1022, Springfield, TN 37172-1022 | TN | 1983-02 | $63,425 |
| 8 | Robertson County Players | Po Box 279, Springfield, TN 37172 | TN | 1981-10 | $15,242 |
| 9 | Springfield-Robertson County Senior Citizens Center Inc | 601 S Locust St, Springfield, TN 37172-2824 | TN | 1984-07 | $181,015 |
| 10 | Robertsville Apartments Inc | 1225 S Willow Ave, Cookeville, TN 38506-4158 | TN | 2003-09 | $74,198 |
| 11 | Robin & Peter Formanek Charitable Trust | 6075 Poplar Ave Ste 726, Memphis, TN 38119-4750 | TN | 1987-02 | $9,607 |
| 12 | Robinson Family Foundation Inc | 4409 Chickering Ln, Nashville, TN 37215-4914 | TN | 2001-11 | $43,521 |
| 13 | Robinson Ministries | 527 Wallace Rd, Jackson, TN 38305 | TN | 1998-07 | $0 |
| 14 | Rock Branch Community Club Inc | Pob 118, Walland, TN 37886 | TN | 2003-03 | $0 |
| 15 | Rock Creek Elementary Booster Club Inc | 901 Rock Creek Rd, Estill Spgs, TN 37330-3419 | TN | 2005-10 | $50,886 |
| 16 | Rock Harbor Yacht Club | PO BOX 92125, Nashville, TN 37209-8125 | TN | 2012-09 | $0 |
| 17 | Rock Island Corporation Health Care & Welfare Plan Tr | 3742 Tyndale Dr, Memphis, TN 38125-8500 | TN | 1990-10 | $7,478,371 |
| 18 | Rock Of Ages Ministries Inc | 4746 Dalton Pike Se, Cleveland, TN 37323-9116 | TN | 1979-02 | $5,911,408 |
| 19 | Rock Springs Elementary School Parent Teach Organization | 1000 Waldron Rd, La Vergne, TN 37086-4019 | TN | 2005-12 | $32,811 |
| 20 | Rockabilly Music Preservation Inc | Po Box 639, Burms, TN 37029 | TN | 2004-05 | $0 |
Organization representatives - add corrected or new information about Robin & Peter Formanek Charitable Trust »
Non-representatives - add comments about Robin & Peter Formanek Charitable Trust»