Zahn Foundation in Palm Beach, 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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Other organizations in Florida
| Zahn Foundation | |
| Employer Identification Number (EIN) | 116005696 |
| Name of Organization | Zahn Foundation |
| Address | 200 Bradley Pl Apt 401, Palm Beach, FL 33480-3700 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1954 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $923,433 |
| Amount of Income | $157,796 |
| Form 990 Revenue Amount | $148,097 |
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 | $157,796 | $58,317 | $0 | |
| Contributions, gifts, grants, etc., received | $100,000 | |||
| Interest on savings and temporary cash investments | $33 | |||
| Dividends and interest from securities | $56,019 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,744 | |||
| Total expenses and disbursements | $21,390 | $53 | $0 | $21,337 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $303 | $53 | $250 | |
| Contributions, gifts, grants paid | $21,087 | |||
| Excess of revenue over expenses and disbursements | $136,406 | |||
| Net investment income | $58,264 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $923,433 | $1,479,092 |
| Cash - non-interest-bearing | $120,026 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $685,539 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $94,627 | |
| Other | $23,241 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $923,433 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $1,165 |
| Total credits and payments | $673 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $673 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $5 |
| Tax due | $497 |
| 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 | $1,348,002 |
| Net value of noncharitable-use assets | $1,327,780 |
| Minimum investment return | $66,389 |
| Distributable Amount (for 2012) | |
| Distributable amount | $65,224 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $65,224 |
| 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 |
| Unrelated Trade or Business Income (for 2008) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $1,747 | $0 | $1,747 |
| Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
| Cost of goods sold | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 |
| Capital gain net income | $0 | $0 | $0 |
| Net gain | $0 | $0 | $0 |
| Capital loss deduction for trusts | $0 | $0 | $0 |
| Income (loss) from partnerships and S corporations | $1,747 | $10 | $0 |
| Rent income | $0 | $0 | $0 |
| Unrelated debt-financed income | $0 | $0 | $0 |
| Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
| Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
| Exploited exempt activity income | $0 | $0 | $0 |
| Advertising income | $0 | $0 | $0 |
| Other income | $0 | $0 | $0 |
| Deductions Not Taken Elsewhere (for 2008) | |
| Total deductions | $0 |
| Compensation of officers, directors, and trustees | $0 |
| Salaries and wages | $0 |
| Repairs and maintenance | $0 |
| Bad debts | $0 |
| Interest | $0 |
| Taxes and licenses | $0 |
| Charitable contributions | $0 |
| Depreciation | $0 |
| Depletion | $0 |
| Contributions to deferred compensation plans | $0 |
| Employee benefit programs | $0 |
| Excess exempt expenses | $0 |
| Excess readership costs | $0 |
| Other deductions | $0 |
| Unrelated business taxable income | $1,747 |
| Unrelated business taxable income before net operating loss deduction | $1,747 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $1,747 |
| Specific deduction | $1,000 |
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| Other organizations in Florida | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Watoto Child Care Ministry Inc | 258 Crystal Grove Blvd, Lutz, FL 33548-6460 | FL | 2004-07 | $6,620,747 |
| 2 | Western Palm Beach County Mental Clinic Inc | PO BOX 338, Belle Glade, FL 33430-0338 | FL | 1981-03 | $-211,054 |
| 3 | Western Society Of Periodontology Foundation | PO BOX 1379, Lutz, FL 33548-1379 | FL | 1976-08 | $35,026 |
| 4 | White 1 Foundation Inc | 3131 Nw 13th St S, Gainesville, FL 32609-5902 | FL | 2002-03 | $58,684 |
| 5 | William J Von Liebig Foundation Inc | C/O Hbk Llc 3838 Tamiami Trail N No, Naples, FL 34103 | FL | 1996-08 | $150,114 |
| 6 | Wjct Inc | 100 Festival Park Ave, Jacksonville, FL 32202-1309 | FL | 1960-08 | $5,126,838 |
| 7 | Womens Resource Center Of Sarasota County Inc | 340 S Tuttle Ave, Sarasota, FL 34237-6336 | FL | 1981-09 | $1,311,868 |
| 8 | Work-Life Balance Institute For Women | PO BOX 8608, Ft Lauderdale, FL 33310-8608 | FL | 2006-02 | $492,445 |
| 9 | Wuesthoff Family Physicians Inc | 1116 Geiger Street, Rockledge, FL 32955 | FL | 2001-08 | $0 |
| 10 | Wuesthoff Health Services Inc | 1116 Geiger St, Rockledge, FL 32955 | FL | 1985-10 | $0 |
| 11 | Zahn Foundation | 200 Bradley Pl Apt 401, Palm Beach, FL 33480-3700 | FL | 1954-09 | $157,796 |
| 12 | Zimmer Family Foundation Inc | PO BOX 15222, Sarasota, FL 34277-1222 | FL | 1998-06 | $630,665 |
| 13 | Aloma Church Properties Inc | 1815 State Road 436, Winter Park, FL 32792-2248 | FL | 1969-08 | $0 |
| 14 | American Society Of Addiction Medicine Inc, Florida Society Of Addiction Medicine | 301 W Platt Street Suite 335, Tampa, FL 33606 | FL | 1986-08 | $9,219,499 |
| 15 | Association Of Collegiate Schools Of Planning | Tallahassee, FL 32312 | FL | $0 | |
| 16 | Atonement Lutheran Church | 29617 State Road 54, Wesley Chapel, FL 33543-4257 | FL | 1988-04 | $0 |
| 17 | Believers Assembly Of South Florida Inc | 6565 Stirling Rd, Davie, FL 33314-7117 | FL | 1993-06 | $0 |
| 18 | Orlando Calvary Assembly Of God | 1199 Clay St, Winter Park, FL 32789-5486 | FL | 1964-08 | $0 |
| 19 | Challenge Enterprises Of North Florida Inc | 3530 Enterprise Way, Green Cv Spgs, FL 32043-9334 | FL | 1975-01 | $8,023,856 |
| 20 | Christ Fellowship Church Inc | 5343 Northlake Blvd, Palm Bch Gdns, FL 33418-4554 | FL | 1985-02 | $0 |
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