Robert Leach Jr Trust Uw Fbo, Episcopal Dioceses Of Sw Fl in Mobile, Alabama (AL)
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 Alabama
| Robert Leach Jr Trust Uw Fbo, Episcopal Dioceses Of Sw Fl | |
| Employer Identification Number (EIN) | 596974706 |
| Name of Organization | Robert Leach Jr Trust Uw Fbo |
| Secondary Name | Episcopal Dioceses Of Sw Fl |
| In Care of Name | Amsouth Bank Attn Trust Dept |
| Address | PO BOX 2886, Mobile, AL 36652-2886 |
| Subsection | Charitable Organization |
| Ruling Date | 11/1999 |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $644,255 |
| Amount of Income | $181,944 |
| Form 990 Revenue Amount | $33,874 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $33,874 | $34,232 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $19,802 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $14,070 | |||
| Total expenses and disbursements | $41,279 | $8,025 | $0 | $33,161 |
| Compensation of officers, directors, trustees, etc. | $9,956 | |||
| Total operating and administrative expenses | $10,909 | $8,025 | $2,791 | |
| Contributions, gifts, grants paid | $30,370 | |||
| Excess of revenue over expenses and disbursements | $-7,405 | |||
| Net investment income | $26,207 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $644,255 | $658,260 |
| Cash - non-interest-bearing | $-2,054 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $349,669 | |
| Investments-corporate bonds | $293,637 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $3,003 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $644,255 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $14,070 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $524 |
| Total credits and payments | $204 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $204 |
| 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 | $320 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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? | Yes |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $702,494 |
| Net value of noncharitable-use assets | $691,960 |
| Minimum investment return | $34,598 |
| Distributable Amount (for 2011) | |
| Distributable amount | $34,074 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $34,074 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $30,803 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 Alabama | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Road Runners Club Of America, Tuscaloosa Track Club | PO BOX 20375, Tuscaloosa, AL 35402-0375 | AL | 1976-03 | $9,117 |
| 2 | Robert & Ann Martin Foundation | PO BOX 777, Florence, AL 35631-0777 | AL | 1999-08 | $14,867 |
| 3 | Robert & Lois Luckie Foundation | 600 Luckie Drive, Birmingham, AL 35223-2429 | AL | 1999-05 | $1,008,132 |
| 4 | Robert And Charlotte Lowder Foundation | 451 Pinedale Dr, Auburn, AL 36830-7403 | AL | 1995-06 | $1 |
| 5 | Robert B Adams Foundation Inc | PO BOX 244023, Montgomery, AL 36124-4023 | AL | 1999-03 | $14,072 |
| 6 | Robert E Lee Parent Teacher Organization Inc | 220 Baker Rd, Satsuma, AL 36572-2402 | AL | 1989-07 | $63,759 |
| 7 | Robert H Todd Scholarship Fund | PO BOX 2886, Mobile, AL 36652-2886 | AL | 1973-05 | $66,398 |
| 8 | Robert Henry Foundation Succ Tr Ua | PO BOX 2450, Montgomery, AL 36102-2450 | AL | 1965-12 | $319,823 |
| 9 | Robert Higgins Cannon Foundation | PO BOX 706, Fayette, AL 35555-0706 | AL | 2004-02 | $1,114,455 |
| 10 | Robert J Freedman Sr Scholarship Fund 3650043200 | PO BOX 28, Mobile, AL 36601-0028 | AL | $84,356 | |
| 11 | Robert Leach Jr Trust Uw Fbo, Episcopal Dioceses Of Sw Fl | PO BOX 2886, Mobile, AL 36652-2886 | AL | 1999-11 | $181,944 |
| 12 | Robert Middleton Theological Endowment Trust 32-0017-01-5 | PO BOX 2886, Mobile, AL 36652-2886 | AL | 1959-01 | $88,633 |
| 13 | Robert R Meyer Foundation | PO BOX 2886, Mobile, AL 36652-2886 | AL | 1942-05 | $21,113,730 |
| 14 | Robert R Meyer Jr Memorial Scholarship Trust | PO BOX 2886, Mobile, AL 36652-2886 | AL | 1958-05 | $220,573 |
| 15 | Roberts Charitable Foundation | 3664 Dauphin St, Mobile, AL 36608-1211 | AL | 2008-09 | $1 |
| 16 | Robertsdale Rotary Foundation Inc | PO BOX 1133, Robertsdale, AL 36567-1133 | AL | 2008-03 | $60,386 |
| 17 | Robinson Charitalbe Fdn, Robinson Donald R Ttee | 705 Lakeview Dr, Bay Minette, AL 36507-4324 | AL | 2002-04 | $1 |
| 18 | Robinson Foundation | 2948 Pump House Rd, Mountain Brk, AL 35243-1857 | AL | 1985-12 | $58,330 |
| 19 | Rock Creek Volunteer Fire Dept Inc | 3043 Lawrence Cove Rd, Eva, AL 35621-7805 | AL | 1986-10 | $106,515 |
| 20 | Rocket City Aquatics | 13571 Monte Vedra Rd Se, Huntsville, AL 35803-1956 | AL | 2004-04 | $6,165 |
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