Paul H Smiley Irr Tr 43-7023178 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
| Paul H Smiley Irr Tr 43-7023178 | |
| Employer Identification Number (EIN) | 526027650 |
| Name of Organization | Paul H Smiley Irr Tr 43-7023178 |
| 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 | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $814,924 |
| Amount of Income | $369,430 |
| Form 990 Revenue Amount | $39,060 |
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 | $39,060 | $39,153 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $22,267 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $16,793 | |||
| Total expenses and disbursements | $54,533 | $7,691 | $0 | $44,829 |
| Compensation of officers, directors, trustees, etc. | $15,071 | |||
| Total operating and administrative expenses | $19,979 | $7,691 | $10,275 | |
| Contributions, gifts, grants paid | $34,554 | |||
| Excess of revenue over expenses and disbursements | $-15,473 | |||
| Net investment income | $31,462 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $814,924 | $891,989 |
| 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 | $814,924 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $814,924 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $16,793 |
| 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 | $315 |
| Total credits and payments | $864 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $864 |
| 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 | $0 |
| Overpayment | $549 |
| Amount to be credited to 2013 estimated tax | $315 |
| 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 | $882,280 |
| Net value of noncharitable-use assets | $869,040 |
| Minimum investment return | $43,452 |
| Distributable Amount (for 2012) | |
| Distributable amount | $43,137 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $43,137 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $10,906 |
| 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 | L S Febre Cd Trust | PO BOX 1908, Orlando, FL 32802-1908 | FL | $607,934 | |
| 2 | Bradenton Area Economic Development Corporation | 4215 Concept Court, Bradenton, FL 34211-4910 | FL | 2012-07 | $808,452 |
| 3 | Miami Beach United Inc | 1125 Washington Avenue, Miami Beach, FL 33139 | FL | 2013-01 | $3,430 |
| 4 | Mobile Gardens Association Of Angle | 414 Camino Real, Englewood, FL 34224 | FL | 1992-08 | $55,961 |
| 5 | National Association Of Women Business Owners Southwest Florida | 740 17th St Sw, Naples, FL 34117 | FL | 2012-05 | $13,185 |
| 6 | National Council Of The United States Society Of St Vincent De Pa, St Marys Church-Our Lady Of Sorrows | PO BOX 9250, Masaryktown, FL 34604-0105 | FL | 2007-02 | $30,003 |
| 7 | Oaks Mens Club | 301 Macewen Dr, Osprey, FL 34229 | FL | 2013-04 | $11,540 |
| 8 | Opportunity To Play Inc | 4939 New Providence Ave, Tampa, FL 33629-4814 | FL | 2013-08 | $20,000 |
| 9 | Our Savior Lutheran Church At Eljobean | 14344 Jamison Way, Pt Charlotte, FL 33953-5975 | FL | 2001-02 | $49,703 |
| 10 | Parent Booster Usa Inc, Plato Academy Pto Seminole | 10888 126th Ave, Seminole, FL 33778-2710 | FL | 2005-10 | $32,219 |
| 11 | Paul H Smiley Irr Tr 43-7023178 | PO BOX 1908, Orlando, FL 32802-1908 | FL | $369,430 | |
| 12 | Peaceful Mind Peaceful Life Inc | 201 Plaza Real Suite 140, Boca Raton, FL 33432-3959 | FL | 2013-07 | $227,891 |
| 13 | Pelican Bay Duplicate Bridge Club Inc | 6510 Valen Way Apt 302, Naples, FL 34108-8275 | FL | 2012-10 | $24,008 |
| 14 | Pop Warners Little Scholars Inc, Lynn Haven Pop Warner | 2928 Palmetto Ridge Way, Lynn Haven, FL 32444-6705 | FL | 1990-02 | $53,487 |
| 15 | Popwarner Little Scholars Inc, East Coast Conference | 6784 Acre Woods Ct, Cocoa, FL 32927-2366 | FL | 1990-02 | $129,976 |
| 16 | Pta Florida Congress, The Sanibel Elementary School The Sanibel School | 3840 Sanibel Captiva Road, Sanibel, FL 33957 | FL | 1971-02 | $34,663 |
| 17 | Quick Tricks Duplicate Bridge Club Inc | 2270 Nw 33rd Ter, Coconut Creek, FL 33066-2226 | FL | 2012-05 | $64,057 |
| 18 | Radiologic Nursing Certification Board Inc | 7794 Grow Dr, Pensacola, FL 32514-7072 | FL | 2013-03 | $104,381 |
| 19 | Registry For Prostate Cancer Radiosurgery Inc | 2575 Northbrooke Plaza Dr, Naples, FL 34119 | FL | 2013-06 | $105,501 |
| 20 | Road Runners Club Of America, Run 4 Life | 524 Cleo Ln, Deltona, FL 32738-8663 | FL | 1976-03 | $11,427 |
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