Bernard And Alexandria Schoninger Foundation Inc in Ponte Vedra, 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
| Bernard And Alexandria Schoninger Foundation Inc | |
| Employer Identification Number (EIN) | 592360152 |
| Name of Organization | Bernard And Alexandria Schoninger Foundation Inc |
| In Care of Name | Donald B Paul President |
| Address | 347 Clearwater Dr, Ponte Vedra, FL 32082-4174 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1984 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,973,228 |
| Amount of Income | $1,004,230 |
| Form 990 Revenue Amount | $151,685 |
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 | $149,456 | $149,456 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $87,382 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $3,641 | |||
| Other | $58,433 | |||
| Total expenses and disbursements | $390,359 | $4,937 | $0 | $247,908 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $142,451 | $4,937 | $0 | |
| Contributions, gifts, grants paid | $247,908 | |||
| Excess of revenue over expenses and disbursements | $-240,903 | |||
| Net investment income | $144,519 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,973,228 | $4,558,753 |
| Cash - non-interest-bearing | $52,719 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $3,920,509 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $3,973,228 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $58,433 |
| 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 | $1,445 |
| Total credits and payments | $1,440 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,440 |
| 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 | $2 |
| Tax due | $7 |
| 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 | $4,692,550 |
| Net value of noncharitable-use assets | $4,622,160 |
| Minimum investment return | $231,108 |
| Distributable Amount (for 2012) | |
| Distributable amount | $229,663 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $229,663 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $229,663 |
| 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 | Berkovits Family Foundation | 1081 Berkshire E, Deerfield Bch, FL 33442-3359 | FL | 2002-03 | $15,000 |
| 2 | Berkshire County Softball Complex | 28858 Vermillion Ln, Bonita Spgs, FL 34135-8589 | FL | 1982-09 | $84,706 |
| 3 | Berlin-Lehman Fund | 1221 Sevilla Ave, Coral Gables, FL 33134-6332 | FL | 1986-05 | $573,421 |
| 4 | Berman Family Foundation Inc | 2500 Evergreen Ave, Jacksonville, FL 32206-3127 | FL | 2000-04 | $188,338 |
| 5 | Berman Foundation | 700 E Palmetto Park Rd Ste 502, Boca Raton, FL 33432-5151 | FL | 1971-04 | $98 |
| 6 | Bermuda High Beach And Tennis Club Inc | 2150 S Ocean Blvd, Delray Beach, FL 33483-6450 | FL | 1982-07 | $80,932 |
| 7 | Bernadotte E Schmidt Scholarship Fund | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1971-02 | $55,767 |
| 8 | Bernard & Helen Fuller Foundation Inc | 300 Se 5th Ave Apt 2130, Boca Raton, FL 33432-5060 | FL | 1945-06 | $15,192 |
| 9 | Bernard A And Chris Marden Foundation Inc | 2 N Breakers Row Apt N43, Palm Beach, FL 33480-3987 | FL | 1993-06 | $200 |
| 10 | Bernard A Egan Foundation Inc | 1900 N Old Dixie Hwy, Fort Pierce, FL 34946-1423 | FL | 1996-02 | $27,962,085 |
| 11 | Bernard And Alexandria Schoninger Foundation Inc | 347 Clearwater Dr, Ponte Vedra, FL 32082-4174 | FL | 1984-03 | $1,004,230 |
| 12 | Bernard And Margaret Fink Foundation | 120 Sunset Ave, Palm Beach, FL 33480-3969 | FL | 1954-07 | $31,400 |
| 13 | Bernard And Pamela Barbash Family Foundation | 12241 Tillinghast Cir, Palm Bch Gdns, FL 33418-1554 | FL | 2006-02 | $1,326,346 |
| 14 | Bernard E Reisman Charitable Foundation | 2600 S Ocean Blvd Apt 204s, Palm Beach, FL 33480-5492 | FL | 1965-06 | $9,095 |
| 15 | Bernard F & Mary Ann Powell Foundation Inc | 12102 Creole Ct, Parrish, FL 34219-1201 | FL | 2002-02 | $1,824,256 |
| 16 | Bernard Mevs Charitable Foundation Inc | 19 W Flagler St Ste 1400, Miami, FL 33130-4410 | FL | 1997-11 | $1 |
| 17 | Bernard R & Carol Kossar Foundation Inc | 3100 S Ocean Blvd Ph 705n, Palm Beach, FL 33480-7026 | FL | 1993-03 | $967,224 |
| 18 | Bernard Shapiro Fund Inc | 9350 W Bay Harbor Dr, Bay Harbor Is, FL 33154-2387 | FL | 1946-03 | $273 |
| 19 | Bernell Family Foundation | 21150 Ne 22nd Ct, Miami, FL 33180-1002 | FL | 2008-08 | $31,860 |
| 20 | Bernice A Russell Community Development Corporation Inc | 329 E Virginia Ave Unit 113, Punta Gorda, FL 33950 | FL | 2014-11 | $0 |
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