Herbert Shainberg Foundation, Cumberland Trust Trustee in Nashville, Tennessee (TN)
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 Tennessee
| Herbert Shainberg Foundation, Cumberland Trust Trustee | |
| Employer Identification Number (EIN) | 626195785 |
| Name of Organization | Herbert Shainberg Foundation |
| Secondary Name | Cumberland Trust Trustee |
| In Care of Name | Michelle Diamond |
| Address | 40 Burton Hills Blvd Ste 300, Nashville, TN 37215-6292 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1988 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 01/2012 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,760 |
| Amount of Income | $8,483 |
| Form 990 Revenue Amount | $1,236 |
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 | $1,236 | $1,224 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $129 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $12 | |||
| Other | $1,095 | |||
| Total expenses and disbursements | $8,605 | $292 | $0 | $8,583 |
| Compensation of officers, directors, trustees, etc. | $583 | |||
| Total operating and administrative expenses | $605 | $292 | $583 | |
| Contributions, gifts, grants paid | $8,000 | |||
| Excess of revenue over expenses and disbursements | $-7,369 | |||
| Net investment income | $932 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,760 | $3,047 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,698 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $62 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $2,760 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,095 |
| 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 | $9 |
| Total credits and payments | $12 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $12 |
| 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 |
| Overpayment | $3 |
| Amount to be credited to 2013 estimated tax | $3 |
| 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 | $5,233 |
| Net value of noncharitable-use assets | $5,160 |
| Minimum investment return | $258 |
| Distributable Amount (for 2012) | |
| Distributable amount | $249 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $249 |
| 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 Tennessee | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Henry County Helping Hand Inc | PO BOX 22, Paris, TN 38242-0022 | TN | 1981-02 | $791,507 |
| 2 | Henry County Medical Center Auxiliary | PO BOX 1030, Paris, TN 38242-1030 | TN | 1957-04 | $32,405 |
| 3 | Henry County Medical Center Ems Inc | PO BOX 1030, Paris, TN 38242-1030 | TN | 2004-07 | $1,889,346 |
| 4 | Henry County Project Graduation Inc | 315 S Wilson St, Paris, TN 38242-5053 | TN | 2009-06 | $65,624 |
| 5 | Henry H Linginfelter Evangelistic Association | 1848 Nobel St, Alcoa, TN 37701-2381 | TN | 1972-07 | $19,195 |
| 6 | Henry Laird Smith Foundation | 4400 Harding Pike Ste 310, Nashville, TN 37205-2314 | TN | 1993-10 | $9,158,527 |
| 7 | Henryville Volunteer Fire Dept | 971 Turnpike Road, Summertown, TN 38483 | TN | 2002-05 | $65,154 |
| 8 | Herb Society Of Nashville | PO BOX 150711, Nashville, TN 37215-0711 | TN | 1989-09 | $75,242 |
| 9 | Herbert A Fritch Family Foundation, Herbert A Fritch Co Ttee | 1 Morningside, Nashville, TN 37215-5831 | TN | 2007-07 | $1,223,424 |
| 10 | Herbert Kosten Pancreatic Cancer Charitable Fund | 6060 Poplar Ave Ste 140, Memphis, TN 38119-0904 | TN | 2005-11 | $140,373 |
| 11 | Herbert Shainberg Foundation, Cumberland Trust Trustee | 40 Burton Hills Blvd Ste 300, Nashville, TN 37215-6292 | TN | 1988-07 | $8,483 |
| 12 | Heritage Alliance Of Northeast Tennessee And Southwest Virginia | 212 E Sabine Dr, Jonesborough, TN 37659-1306 | TN | 1993-04 | $121,071 |
| 13 | Heritage Christian Academy Of East Tennessee | PO BOX 267, New Tazewell, TN 37824-0267 | TN | 2005-05 | $475,475 |
| 14 | South Williamson Athletics | PO BOX 47, Thompsons Stn, TN 37179-0047 | TN | 2003-02 | $311,164 |
| 15 | Heritage Early Childhood Development Center Inc | 982 Jackson Ave, Memphis, TN 38107-4146 | TN | 1997-03 | $0 |
| 16 | Heritage Elementary School Pto | 4801 Columbia Pike, Thompsons Stn, TN 37179-5207 | TN | 2005-02 | $65,219 |
| 17 | Heritage Family Cemetery Inc | 113 Memory Gardens Rd, Johnson City, TN 37615-4652 | TN | 2002-03 | $4,297,960 |
| 18 | Heritage Foundation Inc | 227 Oil Well Rd, Jackson, TN 38305-7924 | TN | 1988-05 | $139,501 |
| 19 | Heritage Foundation Of Franklin And Williamson County | 134 2nd Ave N, Franklin, TN 37064-2509 | TN | 1970-04 | $2,857,747 |
| 20 | Heritage Hall Inc | PO BOX 86, Mountain City, TN 37683-0086 | TN | 2005-08 | $80,714 |
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