Henriksen Charitable Tr, Anderson Bradley S Ttee in Jacksonville, 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
- Organizations performing similar types of work
| Henriksen Charitable Tr, Anderson Bradley S Ttee | |
| Employer Identification Number (EIN) | 066460490 |
| Name of Organization | Henriksen Charitable Tr |
| Secondary Name | Anderson Bradley S Ttee |
| In Care of Name | Bradley S Anderson |
| Address | 9218 Cypress Green Drive, Jacksonville, FL 32256-5512 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $11,356,642 |
| Amount of Income | $1,125,113 |
| Form 990 Revenue Amount | $135,435 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: |
Non-representatives - add comments:
Amount of income in 2013: $1,125,113 (it was $3,806,090 in 2012)
| This organization: | $1,125,113 |
| Other organizations performing similar types of work: | $161,555 |
Assets in 2013: $11,356,642 (it was $12,551,083 in 2012)
| Henriksen Charitable Tr, Anderson Bradley S Ttee: | $11,356,642 |
| Other organizations performing similar types of work: | $432,086 |
Expenses in 2012: $1,144,974
| Henriksen Charitable Tr, Anderson Bradley S Ttee: | $1,144,974 |
| Other organizations performing similar types of work: | $61,941 |
Income to expenses ratio in 2012: 1.0
| Henriksen Charitable Tr, Anderson Bradley S Ttee: | 1.0 |
| Other organizations performing similar types of work: | 2.8 |
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 | $1,123,801 | $826,256 | $143,593 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $779 | |||
| Dividends and interest from securities | $130,599 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $11,646 | |||
| Other | $980,777 | |||
| Total expenses and disbursements | $1,144,974 | $267,847 | $0 | $877,085 |
| Compensation of officers, directors, trustees, etc. | $489,218 | |||
| Total operating and administrative expenses | $535,347 | $267,847 | $267,458 | |
| Contributions, gifts, grants paid | $609,627 | |||
| Excess of revenue over expenses and disbursements | $-21,173 | |||
| Net investment income | $558,409 | |||
| Adjusted net income | $143,593 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $12,551,083 | $14,881,750 |
| Cash - non-interest-bearing | $8,323 | |
| Investments-U.S. and state government obligations | $164,892 | |
| Investments-corporate stock | $9,602,311 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $175,901 | |
| Investments-other | $2,593,155 | |
| Other | $6,501 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $12,551,083 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $980,777 |
| 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 | $5,584 |
| Total credits and payments | $12,897 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $12,897 |
| 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 | $7,313 |
| Amount to be credited to 2013 estimated tax | $7,313 |
| 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? | Yes |
| 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 | $15,997,607 |
| Net value of noncharitable-use assets | $15,757,640 |
| Minimum investment return | $787,882 |
| Distributable Amount (for 2012) | |
| Distributable amount | $782,298 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $782,298 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | W T Anderson Trust Uw 7 | PO BOX 40200 FL9-100-10-19, Jacksonville, FL 32203-0200 | FL | 1997-05 | $14,399,004 |
| 2 | Dr Jack Widrich Foundation Inc, Jack Widrich | 400 W Rivo Alto Dr, Miami Beach, FL 33139-1262 | FL | 1996-01 | $2,763,632 |
| 3 | Henriksen Charitable Tr, Anderson Bradley S Ttee | 9218 Cypress Green Drive, Jacksonville, FL 32256-5512 | FL | 1998-08 | $1,125,113 |
| 4 | Stewart Marchman Foundation Inc | 214 Loomis Ave, Daytona Beach, FL 32114-4918 | FL | 1998-03 | $773,766 |
| 5 | The Sexton Family Foundation | 410 Coconut Palm Rd, Vero Beach, FL 32963-3709 | FL | 1997-08 | $769,782 |
| 6 | Donald L Boudreau Foundation, Boudreau Susan G Ttee | 26311 Rookery Lake Dr, Bonita Spgs, FL 34134-1693 | FL | 1997-04 | $589,345 |
| 7 | Veterans Charitable Foundation Inc | 1748 Palmland Dr, Boynton Beach, FL 33436-6048 | FL | 1998-11 | $519,776 |
| 8 | Circle Of Honor Society Charitable Foundation Inc | P O Box 9053, Clearwater, FL 33758-9053 | FL | 1994-09 | $299,148 |
| 9 | Imami Fam Foundation Inc Dtd 060297, Imami Riazul & Azra Et Al Directors | 2118 Aaron St, Pt Charlotte, FL 33952-4210 | FL | 1998-03 | $284,425 |
| 10 | J Fred Danker Family Foundation Inc | 7700 North Kendall Drive, Miami, FL 33156-7564 | FL | 1996-01 | $249,399 |
| 11 | Marion A Roletti Foundation Inc | 11421 Taft St, Pembroke Pnes, FL 33026-2036 | FL | 1996-01 | $225,935 |
| 12 | Lena Aull Tr Uw | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1998-05 | $222,719 |
| 13 | John U Aull Tr Uw | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1998-05 | $143,470 |
| 14 | Samuel I Adler Family Supporting Foundation Inc | 4200 Biscayne Boulevard, Miami, FL 33137-3246 | FL | 1997-11 | $62,550 |
| 15 | New Millennium Foundation | PO BOX 1529, Boca Raton, FL 33429-1529 | FL | 1997-10 | $56,689 |
| 16 | The Lewis-Warburg Foundation Fka The Gift Foundation | 1730 S Federal Hwy Ste 388, Delray Beach, FL 33483-3309 | FL | 1998-05 | $46,026 |
| 17 | Friends Of R Club Inc | 9550 16th St N, St Petersburg, FL 33716-4217 | FL | 1998-04 | $0 |
| 18 | Friends Of The Huguenot Cemetery Inc | 32 Sevilla Street, St Augustine, FL 32084 | FL | 1998-01 | $0 |
| 19 | Future Focus Inc | 17970 Ne 31st Ct, Miami, FL 33160-5020 | FL | 1998-03 | $0 |
| 20 | Palm Beach Sink A Wreck Fund Inc | 11420 Us Hwy One Ste 147, Palm Beach Gardens, FL 33408-3226 | FL | 1997-06 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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