Lewis Memorial Tw 50-5200125 in Orlando, 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
| Lewis Memorial Tw 50-5200125 | |
| Employer Identification Number (EIN) | 656153678 |
| Name of Organization | Lewis Memorial Tw 50-5200125 |
| In Care of Name | W&im Trust Tax Services |
| Address | PO BOX 1908, Orlando, FL 32802-1908 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $449,415 |
| Amount of Income | $201,336 |
| Form 990 Revenue Amount | $38,017 |
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 | $21,910 | $21,965 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $12,303 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $9,607 | |||
| Total expenses and disbursements | $25,276 | $5,242 | $0 | $19,793 |
| Compensation of officers, directors, trustees, etc. | $10,315 | |||
| Total operating and administrative expenses | $10,640 | $5,242 | $5,157 | |
| Contributions, gifts, grants paid | $14,636 | |||
| Excess of revenue over expenses and disbursements | $-3,366 | |||
| Net investment income | $16,723 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $449,415 | $492,719 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $431,315 | |
| Other | $18,100 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $449,415 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $9,607 |
| 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 | $334 |
| Total credits and payments | $324 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $324 |
| 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 | $10 |
| 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? | 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? | 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 | $485,558 |
| Net value of noncharitable-use assets | $478,280 |
| Minimum investment return | $23,914 |
| Distributable Amount (for 2012) | |
| Distributable amount | $23,580 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $23,580 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,787 |
| 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 | Jacksonville Area Golf Assn Inc | C/O Barney Poston 12548 Masters Rid, Jacksonville, FL 32225 | FL | 2011-09 | $114,823 |
| 2 | Juanita Ruby Tr Fbo St Peter | PO BOX 1908, Orlando, FL 32802-1908 | FL | $74,299 | |
| 3 | Kahuku Water Association Inc | PO BOX 1350, Santa Rsa Bch, FL 32459-1350 | FL | 2012-08 | $46,286 |
| 4 | Kappa Delta Sorority, Eta Tau Florida Gulf Coast Universi | 10501 Fgcu Blvd S, Fort Myers, FL 33965-6502 | FL | 1970-03 | $202,089 |
| 5 | Kiwanis International Inc | 10747 N Military Trail Unit 7, Palm Beach Gardens, FL 33410 | FL | 1940-07 | $15,566 |
| 6 | Kiwanis International Inc, Kiwanis Club Of Bradfordville | 2275 Cobb Drive, Tallahassee, FL 32312 | FL | 1940-07 | $7,103 |
| 7 | Lake Monroe Sailing Association Inc | 237 Needles Trail, Longwood, FL 32779 | FL | 2012-03 | $9,372 |
| 8 | Latin Market Circulo Creativo Inc | 4724 Sw 67th Avenue E8, Miami, FL 33155 | FL | 2011-08 | $79,490 |
| 9 | Legatus | 5072 Annunciation Circle Suite 202, Ave Maria, FL 34142 | FL | 1989-09 | $26,980 |
| 10 | Legatus, Legatus Of Orange Canyons | 5072 Annunciation Cir, Ave Maria, FL 34142-9695 | FL | 1989-09 | $74,401 |
| 11 | Lewis Memorial Tw 50-5200125 | PO BOX 1908, Orlando, FL 32802-1908 | FL | $201,336 | |
| 12 | Mcguire Irish Runners Incorporated | 600 E Gregory St, Pensacola, FL 32502-4140 | FL | 2012-08 | $364,405 |
| 13 | Motor Vehicle Ancillary Products Association Inc | PO BOX 11247, Tallahassee, FL 32302-3247 | FL | 2012-03 | $452,797 |
| 14 | My America | 2803 Gulfto Bay Ste 421, Clearwater, FL 33759-4014 | FL | 2011-09 | $8,040 |
| 15 | My Fathers House Limited Inc | PO BOX 152226, Cape Coral, FL 33915-2226 | FL | 2011-12 | $62,467 |
| 16 | National Council Of Jewish Women Inc, Valencia Shores Section | 7751 Valencia Shores Dr, Lake Worth, FL 33467-6974 | FL | 1949-06 | $55,452 |
| 17 | Jackson District Council Society Of St Vincent De Paul Inc, St Pauls Beaches Conference | 224 5th St N, Jacksonville, FL 32250-5527 | FL | 2013-08 | $363,931 |
| 18 | National Council Of The United States Society Of St Vincent Depau, St John Vianney Conference | 445 82nd Ave, St Pete Beach, FL 33706-1503 | FL | 2007-02 | $104,051 |
| 19 | National Exchange Club, 1319 Jacksonville Beach Fl | 427 3rd St N, Jax Bch, FL 32250-7028 | FL | 1950-09 | $29,225 |
| 20 | National Hispanic Landscape Alliance Inc | 5751 Sw 58th Ct, South Miami, FL 33143-2349 | FL | 2011-11 | $206,726 |
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