Robert L And Marilyn J Fisher Foundation, Fisher Robert L & Marilyn J Co-Ttee in Naples, 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
| Robert L And Marilyn J Fisher Foundation, Fisher Robert L & Marilyn J Co-Ttee | |
| Employer Identification Number (EIN) | 656085005 |
| Name of Organization | Robert L And Marilyn J Fisher Foundation |
| Secondary Name | Fisher Robert L & Marilyn J Co-Ttee |
| Address | 9766 Bentgrass Bnd, Naples, FL 34108-1933 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $17,177 |
| Amount of Income | $536 |
| Form 990 Revenue Amount | $2,364 |
Non-representatives - add comments:
Revenue 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 | $232 | $232 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $149 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $83 | |||
| Total expenses and disbursements | $35 | $8 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $35 | $8 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $197 | |||
| Net investment income | $224 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $17,177 | $8,605 |
| Cash - non-interest-bearing | $80 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $16,506 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $591 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $17,177 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $83 |
| 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 | $4 |
| Total credits and payments | $4 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $4 |
| Backup withholding erroneously withheld | $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? | 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 | $17,882 |
| Net value of noncharitable-use assets | $17,620 |
| Minimum investment return | $881 |
| Distributable Amount (for 2012) | |
| Distributable amount | $877 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $877 |
| 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 | Robert Gamez Foundation Inc | PO BOX 3140, Winter Park, FL 32790-3140 | FL | 2006-02 | $296,246 |
| 2 | Robert Gilbert Storyk Charitable Foundation Inc | 5551 Dunrobin Dr, Sarasota, FL 34238-8531 | FL | 1997-08 | $1 |
| 3 | Robert H Kahn Jr Family Foundation, Kahn Robert H Jr Ttee | 510 Windrose Cir, Pensacola, FL 32507-3501 | FL | 1999-04 | $282,186 |
| 4 | Robert Hungerford Chapel Tr | PO BOX 2822, Winter Park, FL 32790-2822 | FL | 1996-05 | $24,615 |
| 5 | Robert J & Dorothy L Siebert Charitable Foundation | 6 Red Cedar Rd, Amelia Island, FL 32034-5035 | FL | 1991-12 | $1 |
| 6 | Robert J And Jennifer J Banks Charitable Tr, Banks Robert J Ttee | 516 Lakeview Road - Villa Iii, Clearwater, FL 33756 | FL | 2004-11 | $1,563,084 |
| 7 | Robert J F Brobyn And Margaret M Brobyn Charitable Tr, Brobyn Robert J F Ttee | 57151 Morton St, Marathon, FL 33050-5607 | FL | 2001-03 | $277,527 |
| 8 | Robert J Levenson Family Foundation | 13645 Deering Bay Dr Apt 123, Coral Gables, FL 33158-2820 | FL | 1997-03 | $67,897 |
| 9 | Robert K Dixon Foundation Inc | 486 Yacht Harbor Dr, Osprey, FL 34229-9744 | FL | 1989-01 | $185,269 |
| 10 | Robert Karl Family Foundation Inc | 4200 Biscayne Boulevard, Miami, FL 33137-3246 | FL | 1996-08 | $108,079 |
| 11 | Robert L And Marilyn J Fisher Foundation, Fisher Robert L & Marilyn J Co-Ttee | 9766 Bentgrass Bnd, Naples, FL 34108-1933 | FL | 1992-05 | $536 |
| 12 | Robert L And Rhoda Lipton Charitable Foundation | C/O Mbaf Co 1450 Brickell Avenue No, Miami, FL 33131 | FL | 1999-11 | $157,536 |
| 13 | Robert L Hahn Foundation Inc | 2800 Casey Key Rd, Nokomis, FL 34275-3323 | FL | 1992-08 | $3 |
| 14 | Robert Lockwood Solley Foundation | PO BOX 643148, Vero Beach, FL 32964-3148 | FL | 1999-08 | $617 |
| 15 | Robert M Alsteen Family Foundation | 10249 Quail Covey Rd, Boynton Beach, FL 33436-4535 | FL | 1997-09 | $289 |
| 16 | Robert M Sandelman Foundation Inc | 7634 Ne Spanish Trail Ct, Boca Raton, FL 33487-1716 | FL | 2001-05 | $36,501 |
| 17 | Robert M Schiffman Foundation Inc | 4919 Primrose Path, Sarasota, FL 34242-1564 | FL | 2000-12 | $231 |
| 18 | Robert Muir Family Foundation Inc | 850 Ne 5th Ave, Boca Raton, FL 33432-2930 | FL | 2005-09 | $83,573 |
| 19 | Robert N Wildrick Foundation | 220 Nightingale Trl, Palm Beach, FL 33480-3204 | FL | 2008-08 | $100,000 |
| 20 | Robert O Law Foundation Inc | 6278 N Federal Highway Suite 562, Ft Lauderdale, FL 33308-1916 | FL | 1960-12 | $1,048,129 |
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