Annabel M Miller Tua 48057-14-5, Sun Bk And Tr Charlotte Cnty Na in Orlando, 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
| Annabel M Miller Tua 48057-14-5, Sun Bk And Tr Charlotte Cnty Na | |
| Employer Identification Number (EIN) | 596684587 |
| Name of Organization | Annabel M Miller Tua 48057-14-5 |
| Secondary Name | Sun Bk And Tr Charlotte Cnty Na |
| In Care of Name | W&im Trust Tax Services |
| Address | PO BOX 1908, Orlando, FL 32802-1908 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $452,792 |
| Amount of Income | $205,127 |
| Form 990 Revenue Amount | $41,031 |
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 | $23,529 | $23,584 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $12,411 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $11,118 | |||
| Total expenses and disbursements | $30,110 | $5,275 | $0 | $23,640 |
| Compensation of officers, directors, trustees, etc. | $10,378 | |||
| Total operating and administrative expenses | $11,659 | $5,275 | $5,189 | |
| Contributions, gifts, grants paid | $18,451 | |||
| Excess of revenue over expenses and disbursements | $-6,581 | |||
| Net investment income | $18,309 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $452,792 | $497,593 |
| 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 | $432,581 | |
| Other | $20,211 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $452,792 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $11,118 |
| 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 | $366 |
| Total credits and payments | $697 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $697 |
| 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 | $331 |
| Amount to be credited to 2013 estimated tax | $331 |
| 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? | 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 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 | $490,676 |
| Net value of noncharitable-use assets | $483,320 |
| Minimum investment return | $24,166 |
| Distributable Amount (for 2012) | |
| Distributable amount | $23,800 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $23,800 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $11,471 |
| 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 | Amvets, 88 Bronson Fl Sons Of Amvets | 10050 Ne St Rd 24, Bronson, FL 32621 | FL | 1945-05 | $4,933 |
| 2 | Amvets, Fl Dept Ladies Auxiliary | 2826 Tamiami Trl, Crestview, FL 32539-5726 | FL | 1945-05 | $209,528 |
| 3 | Andean Research Institute Inc | 100 Via Royale 101, Jupiter, FL 33458 | FL | 2009-05 | $56,336 |
| 4 | Andlinger Family Foundation | PO BOX 1730, Vero Beach, FL 32961-1730 | FL | 2003-07 | $1 |
| 5 | Andres Kasper Institute Inc | 215 Ne 16th Ave Unit 205, Fort Lauderdale, FL 33301 | FL | 2010-05 | $4,860 |
| 6 | Andy Pilgrim Foundation Inc | 600 Ne Rossetti Ln, Boca Raton, FL 33487-5212 | FL | 2010-01 | $72,058 |
| 7 | Angel Wings International Inc | 401 East Las Olas Blvd Ste 130-274, Fort Lauderdale, FL 33301-2210 | FL | 2009-06 | $139,016 |
| 8 | Angels From Heaven Inc | 13889 Sw 32 Street, Miramar, FL 33027 | FL | 2009-11 | $16,441 |
| 9 | Animal Recovery Mission | PO BOX 403344, Miami Beach, FL 33140-1344 | FL | 2010-05 | $287,222 |
| 10 | Anna R King Community Dev Inc | 18181 Ne 31st Court, Aventura, FL 33160-2655 | FL | 1999-12 | $1 |
| 11 | Annabel M Miller Tua 48057-14-5, Sun Bk And Tr Charlotte Cnty Na | PO BOX 1908, Orlando, FL 32802-1908 | FL | $205,127 | |
| 12 | Anne Samuels Estate Foundation | 2775 Sunny Isles Blvd, North Miami Beach, FL 33160-4079 | FL | 2010-07 | $25,373 |
| 13 | Annette Anderson Ministries Inc | 3451 Nw 207th St, Opa Locka, FL 33056-1233 | FL | 2000-03 | $1 |
| 14 | Ansar-Ud-Deen Grammar School Alumni Association North America Inc | 4200 Nw 16th Street, Lauderhill, FL 33313-5899 | FL | 2010-07 | $0 |
| 15 | Anthony S Fernandes Foundation Inc | 11801 Nw 29th Mnr, Sunrise, FL 33323-1557 | FL | 2011-02 | $659 |
| 16 | Anticoh Cemetery Trust Ua | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | $19,144 | |
| 17 | Apostolic Revival Temple Ministries Inc | 185 Nw 14th St, Miami, FL 33136-2622 | FL | 1999-03 | $31,683 |
| 18 | American Veterans Foundation | 3737 S Tuttle Ave, Sarasota, FL 34239-6410 | FL | 2009-02 | $777,577 |
| 19 | Adam R & Chanin T Mast Foundation | 2916 Ridge Court, The Villages, FL 32163 | FL | 1988-07 | $60,303 |
| 20 | American Society Of Civil Engineers, Florida Section | PO BOX 1372, Lake Worth, FL 33460-1372 | FL | 1975-03 | $731,014 |
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