Elizabeth J Liberty Charitable Trust, Liberty Elizabeth H Ttee in Boca Raton, Florida (FL)

Organization representatives - add corrected or new information about Elizabeth J Liberty Charitable Trust, Liberty Elizabeth H Ttee »

Non-representatives - add comments about Elizabeth J Liberty Charitable Trust, Liberty Elizabeth H Ttee»

Elizabeth J Liberty Charitable Trust, Liberty Elizabeth H Ttee
Employer Identification Number (EIN)656226498
Name of OrganizationElizabeth J Liberty Charitable Trust
Secondary NameLiberty Elizabeth H Ttee
Address6795 Jardin Pl, Boca Raton, FL 33433-2346
SubsectionCharitable Organization
Ruling Date11/1999
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$100,000 to $499,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$181,757
Amount of Income$205,438
Form 990 Revenue Amount$-1,048
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Philanthropy, Voluntarism, and Grantmaking Foundations (Not Elsewhere Classified)


Non-representatives - add comments:


CAPTCHA

Your IP address 100.24.115.253 will be logged.

Financial snapshot ($)

Revenue for 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$9,000$7,145$6,273
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$6,273
Gross rents$0
Gross sales price for all assets$199,165
Gross profit from sales of goods$0
Other income$0
Other$2,727
Total expenses and disbursements$13,000$0$0$12,000
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$1,000
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$1,000$0$0
Contributions, gifts, grants paid$12,000
Excess of revenue over expenses and disbursements$-4,000
Net investment income$7,145
Adjusted net income$6,273
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$192,366$0$185,755$0$181,757$0
Cash - non-interest-bearing$0$0$0
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$98,336$128,090$181,757
Investments-corporate bonds$0$0$0
Investments-mortgage loans$0$0$0
Investments-other$0$0$0
Other assets$0$0
Total liabilities$1$1$1
Mortgages and other notes payable$0$0$0
Other liabilities$0$0
Total liabilities and net assets/fund balances$192,366$185,755$181,755
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$0$1,696$2,727
Net capital loss$-4,507$0$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$35$62$71
Total credits and payments$0$62$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$0$71
Overpayment$0$0
Amount to be credited to next year's estimated tax$0$0$0
Statements Regarding Activities
201120122013
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?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
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)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$0$0$558,870
Net value of noncharitable-use assets$0$550,487
Minimum investment return$0$0$27,524
Distributable Amount
201120122013
Distributable amount$0$0$27,453
Undistributed Income
201120122013
Distributable amount for this year$0$0$27,453
Undistributed income for this year. This amount must be distributed in the next year$0$0$0
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
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
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$0$6,273
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Elizabeth J Liberty Charitable Trust, Liberty Elizabeth H Ttee to others? (optional)
  
Add photo of Elizabeth J Liberty Charitable Trust, Liberty Elizabeth H Ttee (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Recently Added Reviews
Florida Society For Middle East Studies Inc in Boca Raton, FL
*****
Death With Dignity in Boca Raton, FL
E M Lynn Foundation in Boca Raton, FL
*
R A Ritter Foundation in Boca Raton, FL
*****
Unlimited Abilities Foundation Inc in Boca Raton, FL
*****
Hannahs Homeless Inc in St Petersburg, FL
****
Hope Chapel Inc in Estero, FL
*
Veteran Enforcers Motorcycle Association Vema in Jacksonville, FL
****
Helping Hands Of Christ Ministries Inc in Lake Wales, FL
*****
Knights Of Columbus, Knights Of Columbus 7210 St Anne Council in Ruskin, FL
*****
Other organizations in Florida
IdNameAddressStateEstablishedTotal Income
1Elizabeth D Irwin Trust 131790z Fbo St Andrews Episcopal ChurchPO BOX 1908, Orlando, FL 32802-1908FL1996-12$36,977
2Elizabeth Edgar Hall Corporation2256 San Jose Circle, Jacksonville, FL 32217FL1984-09$302,040
3Elizabeth Ferguson Memorial Foundation Tr Fbo Mary Knoll SistePO BOX 40200, Jacksonville, FL 32203-0200FL1975-05$2,446,707
4Foundation 33 111295 Little Harbour Ln, Vero Beach, FL 32963-2501FL2002-03$2,930,814
5Elizabeth Friedman Oconnor Family Foundation Inc730 Isle Of Palms Dr, Ft Lauderdale, FL 33301-2512FL2000-05$42,265
6Elizabeth Gillespie -Irr Tr 51-7027391PO BOX 1908, Orlando, FL 32802-1908FL$222,299
7Elizabeth Grisham Brown Benevolent Fund Of The Ponce De Leon Avenue BPO BOX 1908, Orlando, FL 32802-1908FL1944-04$0
8Elizabeth H Faulk Foundation Inc22455 Boca Rio Rd, Boca Raton, FL 33433-4708FL1972-12$7,011,910
9Elizabeth H Goodram Trust FundPO BOX 1908, Orlando, FL 32802-1908FL1945-04$9,649
10Elizabeth House IncPO BOX 620586, Oviedo, FL 32762FL2003-12$0
11Elizabeth J Liberty Charitable Trust, Liberty Elizabeth H Ttee6795 Jardin Pl, Boca Raton, FL 33433-2346FL1999-11$205,438
12Elizabeth K Galeana Charitable Foundation Inc12955 Pond Apple Dr E, Naples, FL 34119-8595FL2007-05$2,366,846
13Elizabeth M Fehrenbach Tr Uw Fbo George B Fehrenbach12901 Bruce B Downs Blvd, Tampa, FL 33612-4742FL1996-01$104,501
14Elizabeth M Peffly Trust Fbo Africa Inland Mission Inc, 46-5600912PO BOX 1908, Orlando, FL 32802-1908FL$31,854
15Elizabeth Morse Genius FoundationPO BOX 40, Winter Park, FL 32790-0040FL1959-05$51,443,102
16Elizabeth Ordway Dunn Foundation Inc1172 S Dixie Hwy 404, Miami, FL 33146-2918FL1985-06$911,131
17Elizabeth Robbins Ward Charitable Tr, Sundeman John Co-TteePO BOX 3443, St Augustine, FL 32085-3443FL1997-02$56,989
18Elizabeth Tilley Colony Of Society Of Mayflower Decendents In Florida6651 Hauli Ct, Norht Port, FL 34287-2449FL1984-10$49,250
19Elizabeth W Cummings Scholarship TrustP O Box 40200 Fl9-100-10-19, Jacksonville, FL 32203-0200FL1976-12$118,204
20Ella O Latham Agt For Fontaine Hall 4150486810PO BOX 1908, Orlando, FL 32802-1908FL1993-06$1,017,821

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Elizabeth J Liberty Charitable Trust, Liberty Elizabeth H Ttee and has no official or unofficial affiliation with Elizabeth J Liberty Charitable Trust, Liberty Elizabeth H Ttee