Jerrold A Wexler Charitable Tr in University Pk, 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
| Jerrold A Wexler Charitable Tr | |
| Employer Identification Number (EIN) | 046171200 |
| Name of Organization | Jerrold A Wexler Charitable Tr |
| Address | 7610 Heathfield Ct, University Pk, FL 34201-2270 |
| Activities | Gifts, grants, or loans to other organizations, Scholarships (other), Gifts or grants to individuals (other than scholarships) |
| Subsection | Charitable Organization |
| Ruling Date | 02/1968 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $117,791 |
| Amount of Income | $123,895 |
| Form 990 Revenue Amount | $-161,969 |
Non-representatives - add comments:
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $-161,969 | $1,741 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $1,739 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $12,957 | $4,957 | $0 | $8,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $4,957 | $4,957 | $0 | |
| Contributions, gifts, grants paid | $8,000 | |||
| Excess of revenue over expenses and disbursements | $-174,926 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $117,791 | $117,549 |
| Cash - non-interest-bearing | $955 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $45,253 | |
| Investments-corporate bonds | $66,905 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $4,678 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $117,791 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-163,710 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $1,720 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $1,720 |
| 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 |
| Overpayment | $1,720 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $178,005 |
| Net value of noncharitable-use assets | $175,340 |
| Minimum investment return | $8,767 |
| Distributable Amount (for 2011) | |
| Distributable amount | $8,767 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $8,767 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Jeremy Wiesen Foundation | 1200 South Flagler Drive Room No 11, West Palm Beach, FL 33401-6710 | FL | 1987-03 | $1 |
| 2 | Jeri Louise Waxenberg Foundation Inc | 15 Casa Mar Ln, Naples, FL 34103-3685 | FL | 1995-08 | $62,816 |
| 3 | Jericho Road Ministries Inc | PO BOX 864, Brooksville, FL 34605-0864 | FL | 1999-06 | $1,617,806 |
| 4 | Jericho School For Children With Autism Inc | 1351 Sprinkle Dr, Jacksonville, FL 32211-5448 | FL | 1996-03 | $441,451 |
| 5 | Jerome & Anne C Fisher Charitable Foundation, Zampino John Ttee | 505 S Flagler Dr Ste 900, West Palm Bch, FL 33401-5948 | FL | 1996-07 | $23,782 |
| 6 | Jerome A Yavitz Charitable Foundation Inc | 777 Arthur Godfrey Rd Ste 320, Miami Beach, FL 33140-3447 | FL | 2002-08 | $9,039,411 |
| 7 | Jerome Brown Youth Foundation Inc | 801 S Broad Street, Brooksville, FL 34601 | FL | 1996-03 | $0 |
| 8 | Jerome G & Annette S Zimmerman Incorporated | 29 Hampshire Ln, Boynton Beach, FL 33436-7414 | FL | 1978-06 | $64,000 |
| 9 | Jerome L And Muriel Brenner Founda Tion | 1700 So Ocean Blvd, Lauderdale By The Sea, FL 33062-7819 | FL | 1965-05 | $3,910 |
| 10 | Jerome P & Flora P Heilweil Foundation Inc | 1632 S Ocean Blvd, Palm Beach, FL 33480-5118 | FL | 1987-07 | $6,125 |
| 11 | Jerrold A Wexler Charitable Tr | 7610 Heathfield Ct, University Pk, FL 34201-2270 | FL | 1968-02 | $123,895 |
| 12 | Jerry & Kay Tamarkin Foundation | 19341 Cedar Glen Dr, Boca Raton, FL 33434-5130 | FL | $57,769 | |
| 13 | Jerry J Chicone Foundation | PO BOX 547636, Orlando, FL 32854-7636 | FL | 1967-06 | $281,068 |
| 14 | Jerry L And Fay E Bainbridge Familyfoundation Inc | 1582 Main St, Sarasota, FL 34236-5803 | FL | 2007-03 | $241,029 |
| 15 | Jerry Neal Watkins Foundation Trust | PO BOX 1908, Orlando, FL 32802-1908 | FL | 2007-05 | $341,432 |
| 16 | Jerry Orns Midas Family Foundation Inc | 640 Beach Dr Ne, St Petersburg, FL 33701-2617 | FL | 1997-04 | $10,934 |
| 17 | Jerry Taylor & Nancy Bryant Foundation | 1 Las Olas Cir Apt 1002, Ft Lauderdale, FL 33316-1635 | FL | 1999-08 | $2,585,230 |
| 18 | Jerseyans Against Drunk Driving, Floridians Against Drunk Driving | 122 Brigton Ct, Safety Harbor, FL 34695 | FL | 2001-05 | $0 |
| 19 | Jerusalem Group Theatre Inc, The Plaza Theatre | 262 S Ocean Blvd, Manalapan, FL 33462 | FL | 1993-07 | $1,273,707 |
| 20 | Jerusalem Haitian Community Center Inc | 3960 Radio Rd Ste 108, Naples, FL 34104-3741 | FL | 2006-01 | $20,500 |
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