Oliver S & Jennie R Donaldson Charitable Trust in Orlando, Florida (FL)

Organization representatives - add corrected or new information about Oliver S & Jennie R Donaldson Charitable Trust »

Non-representatives - add comments about Oliver S & Jennie R Donaldson Charitable Trust»

Oliver S & Jennie R Donaldson Charitable Trust
Employer Identification Number (EIN)046229044
Name of OrganizationOliver S & Jennie R Donaldson Charitable Trust
In Care of NameBank Of America
AddressPO BOX 1908, Orlando, FL 32802-1908
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date12/1970
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$10,000,000 to $49,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 - 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:


CAPTCHA

Your IP address 18.232.147.215 will be logged.

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements 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 ValueFair 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)
2012201120102009Total
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
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Oliver S & Jennie R Donaldson Charitable Trust to others? (optional)
  
Add photo of Oliver S & Jennie R Donaldson Charitable Trust (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in Florida
IdNameAddressStateEstablishedTotal Income
1Norman & Selma Maslow FoundationC/O 209 Se 5th Avenue, Delray Beach, FL 33483FL1968-08$26,688
2Norman And Elinor Belfer Foundation120 Sunset Avenue, Palm Beach, FL 33480-3969FL1987-02$68,043
3Nutritional Sciences Education & Research FundC/O Michael Meguid 311 Henderson Ct, Marco Island, FL 34145FL1995-03$1
4Obx Inc241 Bradley Pl, Palm Beach, FL 33480-3738FL1993-04$3,556,595
5Olin Family Foundation Inc535 Sancutary Drive, Longboat Key, FL 34228-3852FL1996-08$325,198
6Oliver R Grace Charitable Foundation241 Bradley Pl, Palm Beach, FL 33480-3738FL1992-05$132,210
7Northeastern Ohio Healthcare Foundation102 Tall Pine Ln Apt 3107, Naples, FL 34105-2653FL2002-07$788,795
8Ohio Dental Laboratory Association Inc325 John Knox Road Suite No L103, Tallahassee, FL 32303FL1978-11$0
9Oregon Peace Institute906 Rose Ln, Lady Lake, FL 32159FL1986-04$0
10Ora And Joseph Mendels Family Foundation655 Longboat Rd Unit 12a, Longboat Key, FL 34228-3857FL1999-12$50,086
11Oliver S & Jennie R Donaldson Charitable TrustPO BOX 1908, Orlando, FL 32802-1908FL1970-12$20,298,873
12Oak Ridge Cemetery Trust 07281970PO BOX 1908, Orlando, FL 32802-1908FL2008-06$2,256,250
13Omega Phi Alpha National Service Sorority, Group Return2106 Mountain Ash Way, New Prt Rchy, FL 34655-4134FL1976-09$214,277
14Omega Phi Alpha Scholarship Fund Trust, Titsworth Janice Ttee2106 Mountain Ash Way, New Prt Rchy, FL 34655-4134FL1996-10$1,351
15One Life Make It Count8570 144th Lane, Seminole, FL 33776FL2008-06$1,676
16Nicholas And Eleanor Chabraja Foundation, Munch Josephine Gen Ptr5100 N Tamiami Trl, Naples, FL 34103-2824FL2005-06$1,941,333
17O B Falls And Elizabeth L Falls3916 Solymar Dr, Sarasota, FL 34242-1166FL2000-03$95,143
18Heatwole Tr Uw Rock Mem Hosp Et, 035-033006318695P O Box 40200 Fl9-100-10-19, Jacksonville, FL 32203-0200FL2010-08$68,836
19Open Way Adoptions IncPO BOX 1435, Minneola, FL 34755-1435FL2007-03$1
20Patterson Family Charitable Foundation107 Seamarge Cir, Pensacola, FL 32507-3544FL2001-01$69,069

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Oliver S & Jennie R Donaldson Charitable Trust and has no official or unofficial affiliation with Oliver S & Jennie R Donaldson Charitable Trust