Lonza L Rush Tes Tr 016007021175 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
| Lonza L Rush Tes Tr 016007021175 | |
| Employer Identification Number (EIN) | 546138567 |
| Name of Organization | Lonza L Rush Tes Tr 016007021175 |
| In Care of Name | Suntrust Bank Tax Svcs Hdq 5905 |
| Address | PO BOX 1908, Orlando, FL 32802-1908 |
| Activities | 4947(a)(2) trust |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 04/1979 |
| Foundation | All organizations except 501(c)(3) |
| Organization | Trust |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,005,358 |
| Amount of Income | $468,957 |
| Form 990 Revenue Amount | $71,899 |
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 | $71,899 | $71,899 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $25,644 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $46,255 | |||
| Total expenses and disbursements | $62,108 | $5,020 | $0 | $56,858 |
| Compensation of officers, directors, trustees, etc. | $9,336 | |||
| Total operating and administrative expenses | $13,358 | $5,020 | $8,108 | |
| Contributions, gifts, grants paid | $48,750 | |||
| Excess of revenue over expenses and disbursements | $9,791 | |||
| Net investment income | $66,879 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $938,244 | $1,137,194 |
| 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 | $917,752 | |
| Other | $20,492 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $938,244 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $46,255 |
| 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 | $1,338 |
| Total credits and payments | $1,003 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,003 |
| 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 | $335 |
| 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 | $1,118,311 |
| Net value of noncharitable-use assets | $1,101,540 |
| Minimum investment return | $55,077 |
| Distributable Amount (for 2012) | |
| Distributable amount | $53,739 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $53,739 |
| 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 | International Association Of Fire Fighters, L2327 Dunedin Fire Fighters Assoc | PO BOX 2037, Dunedin, FL 34697-2037 | FL | 1959-03 | $50,521 |
| 2 | International Association Of Firefighters Local 2292 Inc | 111 N Pine Island Rd Ste 207, Plantation, FL 33324-1836 | FL | 2014-06 | $162,161 |
| 3 | International Congress Of Churches And Ministers, Generational Ministries Inc | 3535 S Ocean Dr Apt 402, Hollywood, FL 33019-4200 | FL | 1999-03 | $8,005 |
| 4 | J A Moran Jr Tr Fbo St Marys Church | PO BOX 1908, Orlando, FL 32802-1908 | FL | $215,519 | |
| 5 | Kings Point Recreation Corporation Inc | 7000 W Atlantic Ave, Delray Beach, FL 33446-1600 | FL | 2014-08 | $15,242,084 |
| 6 | Ladies Auxiliary To Vfw Post 1988, Green Cove Springs Auxiliary 1988 | 481 Deer Path Dr, Green Cove Springs, FL 32043 | FL | 2014-07 | $4,183 |
| 7 | Lambda Epsilon Charitable Fund Inc | 4112 Lillian Hall Ln, Orlando, FL 32812-8150 | FL | 2010-04 | $170,272 |
| 8 | Lightning Youth Sports Inc | 7903 Royal Birkdale Cir, Lakewood Rch, FL 34202-2535 | FL | 2005-10 | $36,714 |
| 9 | Lincoln Road Property Owners Association Inc | 801 Arthur Godfrey Rd Ste 600, Miami Beach, FL 33140-3320 | FL | 2014-07 | $127,000 |
| 10 | Little League Baseball Inc, Inverness Ll | PO BOX 2351, Inverness, FL 34451-2351 | FL | 1967-01 | $110,948 |
| 11 | Lonza L Rush Tes Tr 016007021175 | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1979-04 | $468,957 |
| 12 | Magnificat Inc-Pinellas Chapter Of The Diocese Of St Petersburg | 3228 13th St N, Saint Petersburg, FL 33704 | FL | 1946-03 | $9,218 |
| 13 | Medical Resource Alliance Inc | 720 Rodel Cv, Lake Mary, FL 32746-4857 | FL | 2014-01 | $2,065 |
| 14 | Miami Community Police Benevolent Association Inc | 480 Nw 11th St, Miami, FL 33136-2407 | FL | 2013-11 | $41,807 |
| 15 | Miami Dade Citizens For Property Rights Corp | 18495 S Dixie Hwy Pmb 107, Cutler Bay, FL 33157-6817 | FL | 2014-05 | $2,000 |
| 16 | Miami Society Of Plastic Surgeons Inc | PO BOX 430901, Miami, FL 33243-0901 | FL | 2014-07 | $2,400 |
| 17 | Ministry Of Giving Inc | 1570 Sw 189th Ave, Pembroke Pnes, FL 33029-6141 | FL | $19,421 | |
| 18 | National Association Of Credential Evaluation Services, Jack E Hoover | 5620 E Fowler Ave Ste E, Temple Terr, FL 33617-2373 | FL | 2013-09 | $66,000 |
| 19 | National Council Of La Raza Action Fund Inc | 774 Ne 71st St, Miami, FL 33138-5718 | FL | 2014-07 | $863,444 |
| 20 | National Disabled Veterans Business Council Inc | 1081 Exeter Dr Bld 3, Boca Raton, FL 33434-2973 | FL | 2013-11 | $913,170 |
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