Kearns Fam Foundation, Clark Lucy Et Al Ttee in Trinity, 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
| Kearns Fam Foundation, Clark Lucy Et Al Ttee | |
| Employer Identification Number (EIN) | 066476254 |
| Name of Organization | Kearns Fam Foundation |
| Secondary Name | Clark Lucy Et Al Ttee |
| In Care of Name | Lucy Clark |
| Address | 11812 Washburn Pl, Trinity, FL 34655-7158 |
| Subsection | Charitable Organization |
| Ruling Date | 08/1999 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $200,467 |
| Amount of Income | $96,218 |
| Form 990 Revenue Amount | $14,296 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Philanthropy, Voluntarism, and Grantmaking Foundations (Not Elsewhere Classified) |
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 | $12,319 | $12,319 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $9,848 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $5 | |||
| Other | $2,466 | |||
| Total expenses and disbursements | $57,336 | $9,291 | $0 | $48,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $9,336 | $9,291 | $0 | |
| Contributions, gifts, grants paid | $48,000 | |||
| Excess of revenue over expenses and disbursements | $-45,017 | |||
| Net investment income | $3,028 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $234,890 | $291,464 |
| Cash - non-interest-bearing | $23,056 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $211,834 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $234,890 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,466 |
| 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 | $30 |
| Total credits and payments | $13 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $13 |
| 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 | $17 |
| 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 | $331,502 |
| Net value of noncharitable-use assets | $326,520 |
| Minimum investment return | $16,326 |
| Distributable Amount (for 2012) | |
| Distributable amount | $16,296 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $16,296 |
| 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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| Other organizations in Florida | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Kathys Place A Center For Grieving Children | 730 South Sterling Ave, Tampa, FL 33609 | FL | 2003-06 | $0 |
| 2 | Katie Caples Foundation Inc | 914 Atlantic Ave Ste 1a, Fernandina, FL 32034-3600 | FL | 2000-09 | $366,308 |
| 3 | Katie Froeschle Foundation Inc | 751pinellas Bayway S Suite 308, Tierra Verde, FL 33715 | FL | 2008-01 | $11,350 |
| 4 | Katz 4 Keeps Inc | 3101 Sawgrass Village Cir, Ponte Vedra, FL 32082-5032 | FL | 2009-02 | $245,721 |
| 5 | Katzen Family Foundation Inc | 77 Tropicana Dr, Punta Gorda, FL 33950-5069 | FL | 1994-04 | $3 |
| 6 | Katzenbach Charitable Foundation, Katzenbach Richard Ttee | 791 Binnacle Point Dr, Longboat Key, FL 34228-1603 | FL | 2000-05 | $738 |
| 7 | Katzman Family Foundation Inc | 1696 Ne Miami Gardens Drive, North Miami Beach, FL 33179-4902 | FL | 2003-11 | $5,778,851 |
| 8 | Kaul Foundation | 3203 W Cypress St, Tampa, FL 33607-5109 | FL | 1988-08 | $4,781,470 |
| 9 | Kayani Family Foundation Inc | PO BOX 7400, Hudson, FL 34674-7400 | FL | 2000-12 | $34,894 |
| 10 | Kbr Foundation | 16321 Daysailor Trl, Lakewood Rch, FL 34202-5618 | FL | 1993-09 | $968,366 |
| 11 | Kearns Fam Foundation, Clark Lucy Et Al Ttee | 11812 Washburn Pl, Trinity, FL 34655-7158 | FL | 1999-08 | $96,218 |
| 12 | Kearns Family Foundation Inc | 451 Heritage Dr, Pompano Beach, FL 33060-7770 | FL | 1989-07 | $347,857 |
| 13 | Keene Fam Foundation | 19440 Nw 4th Ct, Pembroke Pnes, FL 33029-3242 | FL | 1999-02 | $175,298 |
| 14 | Keep Alachua County Beautiful Inc | 211 Sw 4th Ave Ste 1, Gainesville, FL 32601-6520 | FL | 1993-03 | $101,788 |
| 15 | Keep Brevard Beautiful Inc | 1620 Adamson Rd, Cocoa, FL 32926-2549 | FL | 1982-07 | $372,477 |
| 16 | Keep Charlotte Beautiful Inc | 25550 Harbor View Rd Ste 2, Pt Charlotte, FL 33980-2503 | FL | 2002-12 | $32,758 |
| 17 | Keep Collier Beautiful Inc | 2443 Pine Woods Circle, Naples, FL 34105 | FL | 1996-05 | $8,155 |
| 18 | Keep Highlands County Beautiful Inc | 5342 Ivory Dr, Sebring, FL 33875-1336 | FL | 1995-10 | $325 |
| 19 | Keep Hillsborough County Clean Inc | PO BOX 2104, Tampa, FL 33601-2104 | FL | 1993-08 | $152,898 |
| 20 | Keep Indian River Beautiful Inc | PO BOX 973, Vero Beach, FL 32961-0973 | FL | 1998-01 | $100,041 |


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