Sarah Cohen Scholarship Fund in Jacksonville, 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
| Sarah Cohen Scholarship Fund | |
| Employer Identification Number (EIN) | 546033744 |
| Name of Organization | Sarah Cohen Scholarship Fund |
| In Care of Name | Bank Of America Na |
| Address | PO BOX 40200, Jacksonville, FL 32203-0200 |
| Activities | Other school related activities, Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 05/1958 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $249,057 |
| Amount of Income | $156,523 |
| Form 990 Revenue Amount | $17,830 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $17,830 | $17,830 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $9,788 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $8,042 | |||
| Total expenses and disbursements | $14,632 | $1,799 | $0 | $12,786 |
| Compensation of officers, directors, trustees, etc. | $2,950 | |||
| Total operating and administrative expenses | $4,808 | $1,799 | $2,962 | |
| Contributions, gifts, grants paid | $9,824 | |||
| Excess of revenue over expenses and disbursements | $3,198 | |||
| Net investment income | $16,031 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $250,458 | $257,816 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $235,065 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $15,393 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $250,458 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $8,042 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $321 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $321 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $277,734 |
| Net value of noncharitable-use assets | $273,560 |
| Minimum investment return | $13,678 |
| Distributable Amount (for 2011) | |
| Distributable amount | $13,357 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $13,357 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Schultz-Giller Foundation | 33140 Little Hampton Ct, Sorrento, FL 32776-9049 | FL | $2,575 | |
| 2 | Ryan Family Foundation, Ryan Thomas M Et Al Ttee | 11027 Old Harbour Rd, N Palm Beach, FL 33408-3422 | FL | 2004-11 | $9,336,068 |
| 3 | Save The Lost Souls Of Romania Foundation Inc | 28628 Wahoo Dr, Bonita Spgs, FL 34135-5305 | FL | 1992-05 | $7,000 |
| 4 | S C Society Of Hospital Pharamacists | 2910 Kerry Forest Pkwy D4 Ste 376, Tallahassee, FL 32309-6828 | FL | 1983-02 | $196,457 |
| 5 | Royal Homeowners Association Inc | 2180 W Sr 434 Ste 5000, Longwood, FL 32779-5042 | FL | 1985-04 | $101,904 |
| 6 | Ruth And Louis Harris Family Foundation | PO BOX 40200 FL9-100-10-19, Jacksonville, FL 32203-0200 | FL | 2000-11 | $436,648 |
| 7 | S L Hoover Tr Uw Winc Mem Hosp, 032-033006318034 | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | $143,956 | |
| 8 | Salley Dooley Tr Uw 05-500-6356612 Fbo, Crippled Childrens Hospital | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1970-12 | $2,838,606 |
| 9 | Tr U W Samuel C Donnan Jr, 008-055356356976 | P O Box 40200 Fl9-100-10-19, Jacksonville, FL 32203-0200 | FL | 1970-12 | $10,789 |
| 10 | Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee, 003-055056358774 | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1996-12 | $3,373,936 |
| 11 | Sarah Cohen Scholarship Fund | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1958-05 | $156,523 |
| 12 | Roy And Darlene Geigel Foundation A Charitable Tr, Roy Geigel Ttee | 1375 Gulf Shore Blvd S, Naples, FL 34102-7228 | FL | 2008-02 | $239,234 |
| 13 | Amvets, 2006 Fl Ladies Auxiliary | 1532 W Schwartz Blvd, Lady Lake, FL 32159-2169 | FL | 1945-05 | $17,264 |
| 14 | Baker Gordon Educational Symposium Inc | 3225 Aviation Avenue, Coconut Grove, FL 33133-4741 | FL | 2009-09 | $729,550 |
| 15 | Central Florida Tres Dias Inc | 2324 Canterclub Trl, Apopka, FL 32712-4025 | FL | 2008-04 | $73,518 |
| 16 | Chamber Education Training Assoc | 15588 Aviation Loop Dr, Brooksville, FL 34604-6801 | FL | 2011-01 | $10,518 |
| 17 | Condominium Owners-Mgrs & Assoc Networking Club Of Fort Myers Fl, Coma | 8514 Charter Club Cir Apt 9, Fort Myers, FL 33919-6896 | FL | 1999-01 | $109,496 |
| 18 | Fraternal Order Of Eagles, 4526 Aerie | 12 S Charles Richard Beall Blvd, Debary, FL 32713-3300 | FL | 1991-08 | $294,094 |
| 19 | Friends Of The Cocoa Beach Library Inc | 550 N Brevard Ave, Cocoa Beach, FL 32931-4326 | FL | 1974-06 | $23,325 |
| 20 | Friends Of The Highland Beach Town Library Inc | 3420 S Ocean Blvd Unit 4-U, Highland Beach, FL 33487 | FL | 1982-05 | $31,849 |
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