The Philip And Julia Meshberg Foundation Inc in Jupiter, 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
| The Philip And Julia Meshberg Foundation Inc | |
| Employer Identification Number (EIN) | 591813108 |
| Name of Organization | The Philip And Julia Meshberg Foundation Inc |
| In Care of Name | Ronald Meshberg |
| Address | C/O Ronald Meshberg 118 Clipper, Jupiter, FL 33477 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1978 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,241,689 |
| Amount of Income | $179,346 |
| Form 990 Revenue Amount | $138,274 |
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 | $151,303 | $151,303 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $4,400 | |||
| Dividends and interest from securities | $135,250 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $508 | |||
| Other | $11,145 | |||
| Total expenses and disbursements | $118,333 | $5,724 | $0 | $112,609 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $11,100 | $5,724 | $5,376 | |
| Contributions, gifts, grants paid | $107,233 | |||
| Excess of revenue over expenses and disbursements | $32,970 | |||
| Net investment income | $145,579 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,241,689 | $2,461,365 |
| Cash - non-interest-bearing | $205,434 | |
| Investments-U.S. and state government obligations | $54,511 | |
| Investments-corporate stock | $1,967,454 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $14,290 | |
| Total liabilities | $25 | |
| Mortgages and other notes payable | $0 | |
| Other | $25 | |
| Total liabilities and net assets/fund balances | $2,241,664 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $11,145 |
| 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 | $2,912 |
| Total credits and payments | $4,411 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,661 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $2,750 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $1,499 |
| Amount to be credited to 2013 estimated tax | $1,499 |
| 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 | $2,447,618 |
| Net value of noncharitable-use assets | $2,410,900 |
| Minimum investment return | $120,545 |
| Distributable Amount (for 2012) | |
| Distributable amount | $117,633 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $117,633 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,089 |
| 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 | The One Room School House Project Inc | 3746 Sw 2nd Pl, Gainesville, FL 32607-2845 | FL | 1997-07 | $1,738,943 |
| 2 | The Optimist Foundation Of Greater Goulds Florida Inc, Optimist Found Of Greater Goulds | 11025 Sw 223rd St, Goulds, FL 33170-6560 | FL | 1997-03 | $36,346 |
| 3 | The Ormond Beach Womans Club Inc | 102 Seville St, Ormond Beach, FL 32174-7646 | FL | 1986-04 | $6,664 |
| 4 | Paley Foundation Inc | 1551 N Flagler Drive, West Palm Beach, FL 33401-3438 | FL | 2010-03 | $519,774 |
| 5 | The Pan Am Pilots Retirement Foundation Inc | 7007 Eisenhower St, Weeki Wachee, FL 34613-6249 | FL | 1981-07 | $131,096 |
| 6 | The Parents Information And Resource Center Inc, Spencer James Academy | 817 N Dixie Hwy, Pompano Beach, FL 33060-5621 | FL | 1993-08 | $1,195,228 |
| 7 | The Path Of Citrus County Inc | 21 S Melbourne St, Beverly Hills, FL 34465-3664 | FL | 1992-07 | $668,499 |
| 8 | The Patrick And Toni Walsh Charitable Foundation Inc | 4201 W Cypress St, Tampa, FL 33607-4132 | FL | 2006-11 | $100,111 |
| 9 | The Patsie And Jenee Campana Foundation Charitable Trust | 360 Harbor Psge, Clearwater, FL 33767-1811 | FL | 1996-06 | $7,949 |
| 10 | The Paul A Kintz And Dolores K Kintz Foundation | 190 Atlantis Blvd, Atlantis, FL 33462-1111 | FL | 1989-08 | $605,197 |
| 11 | The Philip And Julia Meshberg Foundation Inc | C/O Ronald Meshberg 118 Clipper, Jupiter, FL 33477 | FL | 1978-12 | $179,346 |
| 12 | The Philippine-American Cultural Foundation Of South Florida Inc | 1500 Sw 32nd St, Okeechobee, FL 34974 | FL | 2009-01 | $46,402 |
| 13 | The Polish American Social Club Of Vero Beach Florida Inc | 7500 Us Highway 1, Vero Beach, FL 32967-6914 | FL | 1983-04 | $492,450 |
| 14 | The Power Of Faith Ministries International Inc | 6337 Sw 27th St, Miramar, FL 33023-3919 | FL | 1998-02 | $170,068 |
| 15 | The Pre-K Connection Inc | 9831 Alabama St Apt 5, Bonita Spgs, FL 34135-4692 | FL | 2008-06 | $22,700 |
| 16 | The Rawlings Foundation Inc | 2554 Players Ct, Wellington, FL 33414-6286 | FL | 2001-05 | $25,454,118 |
| 17 | The Research Charitable Trust, Yampol Barry Ttee | PO BOX 22190, Ft Lauderdale, FL 33335-2190 | FL | 1979-05 | $1 |
| 18 | The Residents Association Of John Knox Village Of Tampa Bay Inc | 4100 E Fletcher Ave Apt 1209, Tampa, FL 33613-4825 | FL | 1986-07 | $106,331 |
| 19 | The Resnick Foundation Irrevocable Trust | 3331 Lake Pointe Blvd, Sarasota, FL 34231-6829 | FL | 2002-06 | $1 |
| 20 | The Richard And Carolyn Sloane Family Foundation, Sloane Jill Ttee | 114 Hammon Ave, Palm Beach, FL 33480-4710 | FL | 1999-02 | $1,493,834 |
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