Alphonse M & Joyce Llucchese Charitable Foundation in Marco Island, 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
| Alphonse M & Joyce Llucchese Charitable Foundation | |
| Employer Identification Number (EIN) | 043492751 |
| Name of Organization | Alphonse M & Joyce Llucchese Charitable Foundation |
| In Care of Name | Alphonse & Paul Lucchese |
| Address | 1268 Laurel Ct, Marco Island, FL 34145-2352 |
| Subsection | Charitable Organization |
| Ruling Date | 09/2000 |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $160,496 |
| Amount of Income | $98,559 |
| Form 990 Revenue Amount | $13,327 |
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 | $19,539 | $17,923 | $17,923 | |
| Contributions, gifts, grants, etc., received | $1,616 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,926 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $12,997 | |||
| Total expenses and disbursements | $37,146 | $3,815 | $0 | $33,250 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $3,896 | $3,815 | $0 | |
| Contributions, gifts, grants paid | $33,250 | |||
| Excess of revenue over expenses and disbursements | $-17,607 | |||
| Net investment income | $14,108 | |||
| Adjusted net income | $17,923 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $163,871 | $223,932 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $125,161 | |
| Investments-corporate bonds | $31,559 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $7,151 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $163,871 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $12,997 |
| 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 | $141 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $141 |
| 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 | $245,551 |
| Net value of noncharitable-use assets | $241,860 |
| Minimum investment return | $12,093 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | Alpha Pregnancy Center Of Palm Coast Inc | PO BOX 351748, Palm Coast, FL 32135-1748 | FL | 1999-06 | $217,018 |
| 2 | Alpha School Inc | 2524 Hartsfield Rd, Tallahassee, FL 32303-3316 | FL | 2000-05 | $1,374,391 |
| 3 | Alpha Tau Omega Associates Inc | PO BOX 2876, Sarasota, FL 34230-2876 | FL | 2000-03 | $130,977 |
| 4 | Alpha Tau Omega Fraternity, Alpha Omega Chapter Florida | 117 N Cove Dr, Ponte Vedra, FL 32082-2568 | FL | 1941-01 | $1,177,973 |
| 5 | Alpha Tau Omega Fraternity, Eta Rho-Central Florida | PO BOX 3072, Winter Park, FL 32790-3072 | FL | $76,622 | |
| 6 | Alpha Xi Delta Building Corporation Of Orlando Florida Inc | PO BOX 536238, Orlando, FL 32853-6238 | FL | 1998-05 | $217,253 |
| 7 | Alpha-Jax Foundation Inc | 1011 W 8th St, Jacksonville, FL 32209-6401 | FL | 2004-05 | $163,357 |
| 8 | Alpha-Omega Crisis Center Inc | 140 Dunty Rd, Lake Placid, FL 33852-7221 | FL | 2002-09 | $44,935 |
| 9 | Alpha-Time Children Center Of Palm Beach County Inc | PO BOX 6644, Delray Beach, FL 33482-6644 | FL | 1987-12 | $279,305 |
| 10 | Alphanet Inc | 2937 Sw 27th Ave Ste 305, Miami, FL 33133-3772 | FL | 1998-03 | $11,588,189 |
| 11 | Alphonse M & Joyce Llucchese Charitable Foundation | 1268 Laurel Ct, Marco Island, FL 34145-2352 | FL | 2000-09 | $98,559 |
| 12 | Als March Of Faces | 2316 Pine Ridge Road 391, Naples, FL 34109 | FL | 1999-01 | $18,045 |
| 13 | Als Recovery Foundation Inc | 7305 Sw 123rd St, Pinecrest, FL 33156-5310 | FL | 1992-01 | $549,301 |
| 14 | Also For Gay Youth Inc | 1470 Boulevard Of The Arts, Sarasota, FL 34236-2905 | FL | 1998-04 | $116,458 |
| 15 | Altadis Usa Emergency Relief Fund Inc | 5900 N Andrews Ave Ste 1100, Ft Lauderdale, FL 33309-2354 | FL | 1999-02 | $205,841 |
| 16 | Altamonte Baseball Club Inc | 837 Magnolia Dr, Altamonte Spg, FL 32701-5704 | FL | 2005-07 | $0 |
| 17 | Altamonte Springs Advisory Board For The Disabled Inc | 1655 Cherry Blossom Ter, Heathrow, FL 32746-1964 | FL | 2015-03 | $44,288 |
| 18 | Alternative Care Inc, Alternative Care | 2213 Ne 8th Ave, Gainesville, FL 32641-4734 | FL | 1995-05 | $1,363,541 |
| 19 | Alternative Housing Inc | 3303 Nw 83rd St, Gainesville, FL 32606-6227 | FL | 1985-02 | $108,440 |
| 20 | Alternative Living Inc | 207 Hospital Dr Ne, Ft Walton Bch, FL 32548-5066 | FL | 1988-07 | $1,824,479 |
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