Oliver S & Jennie R Donaldson Charitable Trust in Orlando, 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
| Oliver S & Jennie R Donaldson Charitable Trust | |
| Employer Identification Number (EIN) | 046229044 |
| Name of Organization | Oliver S & Jennie R Donaldson Charitable Trust |
| In Care of Name | Bank Of America |
| Address | PO BOX 1908, Orlando, FL 32802-1908 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1970 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $10,000,000 to $49,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $29,810,834 |
| Amount of Income | $20,298,873 |
| Form 990 Revenue Amount | $8,094,125 |
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 | $1,397,926 | $1,407,465 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,138,799 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $13,065 | |||
| Other | $246,062 | |||
| Total expenses and disbursements | $2,135,169 | $98,861 | $0 | $1,445,211 |
| Compensation of officers, directors, trustees, etc. | $120,281 | |||
| Total operating and administrative expenses | $753,450 | $98,861 | $63,492 | |
| Contributions, gifts, grants paid | $1,381,719 | |||
| Excess of revenue over expenses and disbursements | $-737,243 | |||
| Net investment income | $1,308,604 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $28,578,017 | $31,408,403 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $5,005,173 | |
| Investments-corporate bonds | $6,172,309 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $16,825,571 | |
| Other | $574,964 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $28,578,017 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $246,062 |
| 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 | $26,172 |
| Total credits and payments | $21,575 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $21,575 |
| 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 | $0 |
| Tax due | $4,597 |
| 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? | 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 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 | $31,525,700 |
| Net value of noncharitable-use assets | $31,052,820 |
| Minimum investment return | $1,552,641 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,526,469 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,526,469 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,462,078 |
| 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 | Norman & Selma Maslow Foundation | C/O 209 Se 5th Avenue, Delray Beach, FL 33483 | FL | 1968-08 | $26,688 |
| 2 | Norman And Elinor Belfer Foundation | 120 Sunset Avenue, Palm Beach, FL 33480-3969 | FL | 1987-02 | $68,043 |
| 3 | Nutritional Sciences Education & Research Fund | C/O Michael Meguid 311 Henderson Ct, Marco Island, FL 34145 | FL | 1995-03 | $1 |
| 4 | Obx Inc | 241 Bradley Pl, Palm Beach, FL 33480-3738 | FL | 1993-04 | $3,556,595 |
| 5 | Olin Family Foundation Inc | 535 Sancutary Drive, Longboat Key, FL 34228-3852 | FL | 1996-08 | $325,198 |
| 6 | Oliver R Grace Charitable Foundation | 241 Bradley Pl, Palm Beach, FL 33480-3738 | FL | 1992-05 | $132,210 |
| 7 | Northeastern Ohio Healthcare Foundation | 102 Tall Pine Ln Apt 3107, Naples, FL 34105-2653 | FL | 2002-07 | $788,795 |
| 8 | Ohio Dental Laboratory Association Inc | 325 John Knox Road Suite No L103, Tallahassee, FL 32303 | FL | 1978-11 | $0 |
| 9 | Oregon Peace Institute | 906 Rose Ln, Lady Lake, FL 32159 | FL | 1986-04 | $0 |
| 10 | Ora And Joseph Mendels Family Foundation | 655 Longboat Rd Unit 12a, Longboat Key, FL 34228-3857 | FL | 1999-12 | $50,086 |
| 11 | Oliver S & Jennie R Donaldson Charitable Trust | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1970-12 | $20,298,873 |
| 12 | Oak Ridge Cemetery Trust 07281970 | PO BOX 1908, Orlando, FL 32802-1908 | FL | 2008-06 | $2,256,250 |
| 13 | Omega Phi Alpha National Service Sorority, Group Return | 2106 Mountain Ash Way, New Prt Rchy, FL 34655-4134 | FL | 1976-09 | $214,277 |
| 14 | Omega Phi Alpha Scholarship Fund Trust, Titsworth Janice Ttee | 2106 Mountain Ash Way, New Prt Rchy, FL 34655-4134 | FL | 1996-10 | $1,351 |
| 15 | One Life Make It Count | 8570 144th Lane, Seminole, FL 33776 | FL | 2008-06 | $1,676 |
| 16 | Nicholas And Eleanor Chabraja Foundation, Munch Josephine Gen Ptr | 5100 N Tamiami Trl, Naples, FL 34103-2824 | FL | 2005-06 | $1,941,333 |
| 17 | O B Falls And Elizabeth L Falls | 3916 Solymar Dr, Sarasota, FL 34242-1166 | FL | 2000-03 | $95,143 |
| 18 | Heatwole Tr Uw Rock Mem Hosp Et, 035-033006318695 | P O Box 40200 Fl9-100-10-19, Jacksonville, FL 32203-0200 | FL | 2010-08 | $68,836 |
| 19 | Open Way Adoptions Inc | PO BOX 1435, Minneola, FL 34755-1435 | FL | 2007-03 | $1 |
| 20 | Patterson Family Charitable Foundation | 107 Seamarge Cir, Pensacola, FL 32507-3544 | FL | 2001-01 | $69,069 |
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