Salie Family Private Foundation in Nokomis, Florida (FL)

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Salie Family Private Foundation
Employer Identification Number (EIN)311595419
Name of OrganizationSalie Family Private Foundation
In Care of NameSusan Barrett
Address3604 Casey Key Rd, Nokomis, FL 34275-3395
ActivitiesMissionary activities
SubsectionCharitable Organization
Ruling Date07/1998
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2014
Assets$1,000,000 to $4,999,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$1,228,098
Amount of Income$77,333
Form 990 Revenue Amount$64,406
National Taxonomy of Exempt Entities (NTEE)Religion-Related, Spiritual Development: Christian


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Amount of income in 2014: $77,333 (it was $81,160 in 2013)
This organization: 

 $77,333
Other organizations performing similar types of work: 

 $113,358

Assets in 2014: $1,228,098 (it was $1,240,938 in 2013)
This organization: 

 $1,228,098
Other organizations performing similar types of work: 

 $99,177

Expenses in 2013: $87,055
This organization: 

 $87,055
Other organizations performing similar types of work: 

 $116,182

Income to expenses ratio in 2013: 0.9
Salie Family Private Foundation: 

 0.9
Other organizations performing similar types of work: 

 1.2

Grants share in income in 2013: 30.8%
Salie Family Private Foundation: 

 30.8%
Other organizations performing similar types of work: 

 99.7%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$81,160$56,160$0
Contributions, gifts, grants, etc., received$25,000
Interest on savings and temporary cash investments$1
Dividends and interest from securities$50,953
Gross rents$0
Gross sales price for all assets$19,706
Gross profit from sales of goods$0
Other income$0
Other$5,206
Total expenses and disbursements$87,055$310$0$85,730
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$1,575
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$2,900$310$1,575
Contributions, gifts, grants paid$84,155
Excess of revenue over expenses and disbursements$-5,895
Net investment income$55,850
Adjusted net income$0
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$1,271,898$1,619,804$1,246,833$1,663,534$1,240,938$1,883,905
Cash - non-interest-bearing$0$0$0
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$1,269,905$1,242,116$1,227,616
Investments-corporate bonds$0$0$0
Investments-mortgage loans$0$0$0
Investments-other$0$0$0
Other assets$0$0
Total liabilities$1$1$1
Mortgages and other notes payable$0$0$0
Other liabilities$0$0
Total liabilities and net assets/fund balances$1,271,898$1,246,833$1,240,938
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$0$0$5,206
Net capital loss$0$-8,854$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$868$935$559
Total credits and payments$840$880$960
Current year estimated tax payments and previous year's overpayment credited to current year$840$880$960
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0$0
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$55$0
Overpayment$0$401
Amount to be credited to next year's estimated tax$0$0$401
Statements Regarding Activities
201120122013
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?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
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)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$1,569,650$1,739,438$1,827,543
Net value of noncharitable-use assets$1,713,346$1,800,130
Minimum investment return$77,305$85,667$90,007
Distributable Amount
201120122013
Distributable amount$76,437$84,732$89,448
Undistributed Income
201120122013
Distributable amount for this year$76,437$84,732$89,448
Undistributed income for this year. This amount must be distributed in the next year$73,998$83,155$86,873
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
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
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$1$0
Dividends and interest from securities$50,953$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1St Thomas Missionary Baptist Church Inc5863 Moncrief Rd, Jacksonville, FL 32209-2557FL1997-02$1,090,053
2Touching Miami With Love Ministries IncPO BOX 13279, Miami, FL 33101-3279FL1998-07$593,653
3Nathaniels Hope Inc, Teams Commissioned For Christ Intl2300 Jetport Dr, Orlando, FL 32809-7800FL1994-03$556,318
4Salie Family Private Foundation3604 Casey Key Rd, Nokomis, FL 34275-3395FL1998-07$77,333
5Voice Of Triumph573 Ne Castagna Ln, Mayo, FL 32066-3834FL1977-04$76,418
6Vision Orlando Inc, The Orlando Institute For Leadership Of Ministry707 Nicolet Avenue Suite 100, Winter Park, FL 32789FL1991-11$71,033
7Victorious Ministry Through Christ IncPO BOX 1804, Winter Park, FL 32790-1804FL1972-01$67,505
8Southeast Florida Emmaus Inc1860 Forest Hill Blvd, West Palm Beach, FL 33406-6086FL1996-04$58,829
9Schoolife IncPO BOX 1496, W Palm Beach, FL 33402-1496FL1993-03$57,789
10Seminary Covenant Community1773 Pinewood Rd, Melbourne, FL 32934FL1998-02$51,295
11Saints Perpetua And Felicity Catholic Church IncPO BOX 702192, Saint Cloud, FL 34770-2192FL1998-09$42,253
12Suncoast Emmaus Inc7224 Alderwood Dr, Sarasota, FL 34243-1701FL1993-06$41,422
13World Mission Of Jesus Christ Inc17903 Sw 2nd St, Pembroke Pnes, FL 33029-3915FL1998-07$23,250
14Water For Hungry Africa Inc15322 Vireoglen Ln, Lithia, FL 33547-4813FL1998-08$3,709
15Fresh Oil Ministries Inc8703 Banyan Way, Cape Canaveral, FL 32920FL1993-08$785
16Abiding Life In Christ Ministries IncPO BOX 5134, Inverness, FL 34450-0134FL1998-06$0
17Abundant Life Church Of Northeast Florida2747 Art Musem Dr, Jacksonville, FL 32207-5008FL1977-07$0
18Abundant Life Ministries Of Daytona Beach Inc1500 Beville Rd Ste 606-320, Daytona Beach, FL 32114FL1998-04$0
19Agape Covenant Fellowship IncPO BOX 4204, Tallahassee, FL 32315-4204FL1998-03$0
20Agape Praise And Worship Community Church Inc3621 Coral Tree Cir, Coconut Creek, FL 33073-4405FL1998-06$0
Number of organizations performing similar types of work
Alaska20
Alabama90
Arkansas55
Arizona138
California1,192
Colorado180
Connecticut73
District of Columbia35
Delaware26
Florida491
Georgia242
Hawaii55
Iowa42
Idaho30
Illinois297
Indiana297
Kansas70
Kentucky139
Louisiana89
Massachusetts103
Maryland183
Maine19
Michigan355
Minnesota95
Missouri164
Mississippi51
Montana23
North Carolina230
North Dakota12
Nebraska31
New Hampshire21
New Jersey262
New Mexico49
Nevada51
New York579
Ohio407
Oklahoma153
Oregon93
Pennsylvania268
Rhode Island9
South Carolina72
South Dakota10
Tennessee148
Texas742
Utah14
Virginia162
Vermont3
Washington155
Wisconsin95
West Virginia40
Wyoming10
International12
Total8,182

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