Morris & Rosa Gerson Trust Fund Fdn 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
| Morris & Rosa Gerson Trust Fund Fdn | |
| Employer Identification Number (EIN) | 586025666 |
| Name of Organization | Morris & Rosa Gerson Trust Fund Fdn |
| In Care of Name | Suntrust Bank West Ga |
| Address | PO BOX 1908, Orlando, FL 32802-1908 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1959 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 04/2012 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $5,250 |
| Amount of Income | $5,641 |
| Form 990 Revenue Amount | $388 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $388 | $676 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $106 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $282 | |||
| Total expenses and disbursements | $731 | $211 | $0 | $512 |
| Compensation of officers, directors, trustees, etc. | $423 | |||
| Total operating and administrative expenses | $731 | $211 | $512 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-343 | |||
| Net investment income | $465 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $5,250 | $5,250 |
| 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 | $0 | |
| Other | $5,250 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $5,250 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $282 |
| 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 |
| Total credits and payments | $4 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $4 |
| 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 | $1 |
| 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 | $5,110 |
| Net value of noncharitable-use assets | $5,040 |
| Minimum investment return | $252 |
| Distributable Amount (for 2012) | |
| Distributable amount | $247 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $247 |
| 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 | Morean Petersen Foundation Inc | 3838 Tamiami Trl N Ste 300, Naples, FL 34103-3586 | FL | 2000-02 | $10,196 |
| 2 | Morey Family Foundation Inc | 6319 Burnham Rd, Naples, FL 34119-8403 | FL | 2004-06 | $1,042,551 |
| 3 | Morgan Auto Group Helping Hand Fund Inc | 1101 E Fletcher Ave, Tampa, FL 33612-3666 | FL | 2009-01 | $59,353 |
| 4 | Morgan Tire Employee Emergency Assistance Fund Inc, Burr Russell F Ttee | 2021 Sunnydale Blvd, Clearwater, FL 33765-1202 | FL | 1997-11 | $114,997 |
| 5 | Morning Star Fisherman Inc | 33336 Old Saint Joe Rd, Dade City, FL 33525-7824 | FL | 2002-11 | $211,393 |
| 6 | Morning Star Tampa Foundation Inc | PO BOX 18365, Tampa, FL 33679-8365 | FL | 1998-04 | $72,353 |
| 7 | Morningstar Learning Center Inc | PO BOX 15153, Sarasota, FL 34277-1153 | FL | 2003-04 | $53,608 |
| 8 | Morrell Family Foundation | 2336 Se Ocean Blvd Pmb 355, Stuart, FL 34996-3310 | FL | 1999-02 | $3,800 |
| 9 | Morris & Gerald Becker Foundation Inc | 2275 S Ocean Blvd 307, Palm Beach, FL 33480-5356 | FL | 1953-08 | $3,291 |
| 10 | Morris & Helen Messing Foundation | 5835 White Cypress Dr, Lake Worth, FL 33467-6230 | FL | 1958-09 | $99,980 |
| 11 | Morris & Rosa Gerson Trust Fund Fdn | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1959-04 | $5,641 |
| 12 | Morris & Yetta Deckelbaum Family Foundation Inc | 4430 Casper Ct, Hollywood, FL 33021-2416 | FL | 2001-02 | $404,044 |
| 13 | Morris Family Foundation Inc | 1660 Onaway Dr, Coconut Grove, FL 33133-2547 | FL | 1997-06 | $404,414 |
| 14 | Morris J And Phyllis Cohen Foundation Inc | 6440 Se Harbor Cir, Stuart, FL 34996-1958 | FL | 2001-09 | $224 |
| 15 | Morris L & Gladys B Lewy Family Foundation Inc | 4861 Tallowwood Ln, Boca Raton, FL 33487-1139 | FL | 1995-04 | $33,101 |
| 16 | Morris Wenick Community Fund Inc | 9204 Nw 2nd St, Coral Springs, FL 33071-6903 | FL | 2008-08 | $13,611 |
| 17 | Morrison Ministries Inc | PO BOX 6400, Destin, FL 32550-1004 | FL | 1994-01 | $70,407 |
| 18 | Mary B Martin Youth Fine Arts & Education Foundation Inc | 3613 Lindell Ave, Tampa, FL 33610 | FL | 2007-04 | $0 |
| 19 | Morse Elderly Housing Corporation, Morse Manor | 1580 Sawgrass Corporate Parkway Ste, Sunrise, FL 33323-2859 | FL | 1997-03 | $201,501 |
| 20 | Morteza-Zadeh Foundation | 700 North Olive Avenue, West Palm Beach, FL 33401-4004 | FL | 1998-02 | $75 |
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