Davis Family Foundation in Nokomis, 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
| Davis Family Foundation | |
| Employer Identification Number (EIN) | 043575992 |
| Name of Organization | Davis Family Foundation |
| In Care of Name | Scott B Davis |
| Address | 1961 White Feather Ln, Nokomis, FL 34275-5316 |
| Subsection | Charitable Organization |
| Ruling Date | 03/2002 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $27,730 |
| Amount of Income | $3,840 |
| Form 990 Revenue Amount | $4,298 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
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 | $3,552 | $52 | $52 | |
| Contributions, gifts, grants, etc., received | $3,500 | |||
| Interest on savings and temporary cash investments | $52 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $3,810 | $0 | $0 | $3,775 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $35 | $0 | $0 | |
| Contributions, gifts, grants paid | $3,775 | |||
| Excess of revenue over expenses and disbursements | $-258 | |||
| Net investment income | $52 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $27,626 | $76,463 |
| Cash - non-interest-bearing | $362 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,403 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $25,861 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $27,626 | |
| 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 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $1 |
| 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 | $76,463 |
| Net value of noncharitable-use assets | $75,320 |
| Minimum investment return | $3,766 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,766 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,766 |
| 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 | David Wells Foundation | 2519 Mcmullen Booth Rd Ste 510 198, Clearwater, FL 33761-4173 | FL | 2001-04 | $128,536 |
| 2 | David Wilkes Foundation Inc | 1800 Ne 114th St, Miami, FL 33181-3438 | FL | 2002-11 | $4,196 |
| 3 | Davidson Bruce Charitable Irrv Tr | PO BOX 1908, Orlando, FL 32802-1908 | FL | 2005-07 | $14,593,550 |
| 4 | Davie Kiwanis Foundation Inc | PO BOX 291377, Davie, FL 33329-1377 | FL | 2002-07 | $19,568 |
| 5 | Davie Lodge No 1798 Loyal Order Of Moose, 1798 | 4483 Sw 64th Ave, Davie, FL 33314-3437 | FL | 1935-08 | $540,022 |
| 6 | Davie School Foundation Inc | 6650 Griffin Rd, Davie, FL 33314-4331 | FL | 1987-06 | $251,212 |
| 7 | Davie Youth Lacrosse Foundation Inc | 4350 Sw 105th Ave, Davie, FL 33328-2225 | FL | 2009-02 | $83,340 |
| 8 | Davie Youth Travel Hockey Association Inc | 2972 Wentworth, Weston, FL 33332-1841 | FL | 2004-09 | $103,551 |
| 9 | Davis & Warshow Inc Scholarship Foundation | 282 Porto Vecchio Way, Palm Bch Gdns, FL 33418-6225 | FL | 1965-07 | $12,000 |
| 10 | Davis Family Altruistic Foundationinc | 600 Citrus Ave Ste 200, Fort Pierce, FL 34950-4280 | FL | 2006-04 | $162,562 |
| 11 | Davis Family Foundation | 1961 White Feather Ln, Nokomis, FL 34275-5316 | FL | 2002-03 | $3,840 |
| 12 | Davis Family Foundation Inc | PO BOX 4730, Santa Rsa Bch, FL 32459-4730 | FL | 2004-04 | $586,786 |
| 13 | Davis Ferguson Memorial Fund Inc | 2922 S Falkenburg Rd, Riverview, FL 33578-2554 | FL | 2007-04 | $78,083 |
| 14 | Davis Island Yacht Club | 1315 Severn Ave, Tampa, FL 33606-4041 | FL | 1958-12 | $1,375,539 |
| 15 | Davis Island Youth Sailing Foundation Inc | 301 W Platt St, Tampa, FL 33606-2292 | FL | 1990-09 | $232,177 |
| 16 | Davis Islands Garden Club | 81 Columbia Dr, Tampa, FL 33606-3584 | FL | 1987-11 | $244,821 |
| 17 | Davis Legacy Foundation Corp | 300 Fifth Ave S Ste 101/446, Naples, FL 34102-6547 | FL | 2007-11 | $2,423,683 |
| 18 | Davises Touch & Agree Ministry Inc | 729 54th Ave S, St Petersburg, FL 33705-5122 | FL | 2005-07 | $25,114 |
| 19 | Dawn Ministries | PO BOX 690787, Orlando, FL 32869-0787 | FL | 1985-06 | $160,509 |
| 20 | Day Cruise Association Inc | 2611 Maylin Dr, Trinity, FL 34655-5155 | FL | 1998-05 | $149,000 |
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