Reva Daniels Metzinger Charitable Foundation, Bowen Irving H Ttee in Lake Placid, 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
| Reva Daniels Metzinger Charitable Foundation, Bowen Irving H Ttee | |
| Employer Identification Number (EIN) | 656335603 |
| Name of Organization | Reva Daniels Metzinger Charitable Foundation |
| Secondary Name | Bowen Irving H Ttee |
| Address | 764 Sunset Pointe Dr, Lake Placid, FL 33852-9190 |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 06/2000 |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $490,454 |
| Amount of Income | $42,046 |
| Form 990 Revenue Amount | $19,519 |
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 | $19,519 | $14,111 | $15,797 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $5,488 | |||
| Dividends and interest from securities | $6,936 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $3,373 | |||
| Other | $3,722 | |||
| Total expenses and disbursements | $55,959 | $30,144 | $0 | $25,815 |
| Compensation of officers, directors, trustees, etc. | $52,000 | |||
| Total operating and administrative expenses | $54,144 | $30,144 | $24,000 | |
| Contributions, gifts, grants paid | $1,815 | |||
| Excess of revenue over expenses and disbursements | $-36,440 | |||
| Net investment income | $0 | |||
| Adjusted net income | $15,797 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $490,454 | $490,454 |
| Cash - non-interest-bearing | $766 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $305,839 | |
| Investments-corporate bonds | $111,332 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $72,517 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $490,454 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $3,722 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | Yes |
| 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 | $490,388 |
| Net value of noncharitable-use assets | $483,040 |
| Minimum investment return | $24,152 |
| Distributable Amount (for 2012) | |
| Distributable amount | $24,152 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $24,152 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $15,072 |
| 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 | Retired Northwest Pilots Association | 3701 Bayou Louise Ln, Sarasota, FL 34242-1105 | FL | 1984-03 | $47,205 |
| 2 | Retired Steelworkers Housing & Hugh Carcella Apartment | 1580 Sawgrass Corporate Parkway Ste, Sunrise, FL 33323-2859 | FL | 1978-12 | $1,064,372 |
| 3 | Retired Educators Foundation Of Orange County Florida | 1118 Orienta Ave, Altamonte Spg, FL 32701-5022 | FL | 1982-02 | $86,469 |
| 4 | Retirees Association Of Lockheed Martin Of Central Florida Inc | 3208 E Colonial Dr Box 302, Orlando, FL 32803 | FL | 1986-10 | $0 |
| 5 | Retirement Home For Horses Inc | PO BOX 2100, Alachua, FL 32616-2100 | FL | 1990-05 | $322,691 |
| 6 | Retirement Housing Council Inc | 400 Golf Brook Cir Apt 200, Longwood, FL 32779-6182 | FL | 1987-03 | $15,082 |
| 7 | Retrouvaille Of Orlando Inc | 1099 Shaffer Trail, Oviedo, FL 32765 | FL | 2007-06 | $272,115 |
| 8 | Return To The Bible Foundation Inc | 738 Natures Hammock Rd W, Jacksonville, FL 32259-2881 | FL | 2008-03 | $2,100,035 |
| 9 | Returned Peace Corps Volunteers Of South Florida Inc | Post Office Box 661001, Miami, FL 33266-1001 | FL | 1988-12 | $0 |
| 10 | Reuben B Resnik And Helga M Resnik Foundation | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 2000-01 | $8,488,396 |
| 11 | Reva Daniels Metzinger Charitable Foundation, Bowen Irving H Ttee | 764 Sunset Pointe Dr, Lake Placid, FL 33852-9190 | FL | 2000-06 | $42,046 |
| 12 | Reva Daniels Metzinger Charitable Foundation, Bowen Irving H Ttee | 333 Sunset Dr Apt 407, Ft Lauderdale, FL 33301-2665 | FL | 2000-06 | $92,010 |
| 13 | Revealing Gods Glory Inc | PO BOX 5267, Lake Worth, FL 33466-5267 | FL | 2001-05 | $54,346 |
| 14 | Revelation 320 Missionary Ministry And Biblical Teachings Inc | 10678 Sw 186th St, Miami, FL 33157-6720 | FL | 2006-09 | $383,564 |
| 15 | Revelation Ministries Inc | 1881 N University Dr Ste 107, Coral Springs, FL 33071-6093 | FL | 1997-01 | $99,677 |
| 16 | Revelation S E E D Enterprises Corporation | 1069 Nw 38th Street, Miami, FL 33127-3020 | FL | 2004-09 | $0 |
| 17 | Revival Fire Deliverance Ministries Inc, Brown Thorpe Denise | 490 Old Dixie Hwy Ste 104, Vero Beach, FL 32962-1698 | FL | 2007-01 | $85,152 |
| 18 | Revival Ministries Of Palm Beach Inc | 31 Windsor Ln, Palm Bch Gdns, FL 33418-7116 | FL | 1998-07 | $360,659 |
| 19 | Revival Open Air Mission Usa Inc | 13001 Sw 95th Ave, Miami, FL 33176-5791 | FL | 2007-08 | $960 |
| 20 | Revolution Ministries Inc | 130 Meadowlark Dr, Altamonte Spg, FL 32701-7804 | FL | 2006-01 | $0 |
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