The Betty K Wolfe Foundation, Wolfe Betty K Ttee in Bonita Spgs, Florida (FL)

Organization representatives - add corrected or new information about The Betty K Wolfe Foundation, Wolfe Betty K Ttee »

Non-representatives - add comments about The Betty K Wolfe Foundation, Wolfe Betty K Ttee»

The Betty K Wolfe Foundation, Wolfe Betty K Ttee
Employer Identification Number (EIN)756423068
Name of OrganizationThe Betty K Wolfe Foundation
Secondary NameWolfe Betty K Ttee
In Care of NameBetty K Wolfe Trustee
Address24600 S Tamiami Trl Ste 212 Pmb 122, Bonita Spgs, FL 34134-7023
ActivitiesGifts or grants to individuals (other than scholarships)
SubsectionCharitable Organization
Ruling Date07/1992
DeductibilityContributions are deductible
FoundationPrivate operating foundation exempt from paying excise taxes on investment income
OrganizationTrust
Tax Period12/2012
Assets$25,000 to $99,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$79,221
Amount of Income$1,353,159
Form 990 Revenue Amount$3,144


Non-representatives - add comments:


CAPTCHA

Your IP address 3.234.210.89 will be logged.

Financial snapshot ($)

Revenue for 2012

Expenses 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$1,303,409$1,621$0
Contributions, gifts, grants, etc., received$1,300,000
Interest on savings and temporary cash investments$1,621
Dividends and interest from securities$0
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$1,788
Total expenses and disbursements$1,562,317$0$0$1,550,000
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$12,317$0$0
Contributions, gifts, grants paid$1,550,000
Excess of revenue over expenses and disbursements$-258,908
Net investment income$1,621
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$79,221$0
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$79,221
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$79,221
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$1,788
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$0
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$0
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?Yes
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?Yes
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$0
Net value of noncharitable-use assets$0
Minimum investment return$0
Distributable Amount (for 2012)
Distributable amount$0
Undistributed Income (for 2012)
Distributable amount for 2012$0
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
2012201120102009Total
The lesser of the adjusted net income or the minimum investment return$1$0$0$0$1
Qualifying distributions made directly for active conduct of exempt activities$1,550,000$0$2,000$595,755$2,147,755
Value of all assets$1$0$0$0$1
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 The Betty K Wolfe Foundation, Wolfe Betty K Ttee to others? (optional)
  
Add photo of The Betty K Wolfe Foundation, Wolfe Betty K Ttee (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
1Strong Family Foundation701 Brickell Ave Ste 1620, Miami, FL 33131-3119FL2011-03$211,986
2Sunrise Foundation2311 West Gulf Drive, Sanibel, FL 33957-6034FL1999-03$280,509
3The D & P Bayly Family Foundation IncPO BOX 226, Boca Grande, FL 33921-0226FL1998-10$16,370
4The James E And Elizabeth B Hughes Family Foundation4100 Corporate Square, Naples, FL 34104-4714FL2000-03$11,405
5The Mandel Foundation4420 Exeter Dr Ste L-103, Longboat Key, FL 34228-2219FL1988-04$15,429
6The Mark Edward Freitas Foundation Inc201 El Vedado Rd, Palm Beach, FL 33480-4733FL2006-07$301,625
7The Tcherepnin Society Inc20283 State Road 7 Ste 400, Boca Raton, FL 33498-6904FL1981-05$4,230
8Sungard Public Sector Users Group Association Inc, Western Sungard Public Sector User's Group Association IncPo Box 550445, Tampa, FL 33655-0455FL2004-12$0
9Stephen Tulloch Foundation6775 Sw 101st St, Pinecrest, FL 33156-3241FL2010-08$86,600
10The Howard And June F Entman Charitable Trust144 Augustine Island Way, St Augustine, FL 32095-6851FL1990-12$24
11The Betty K Wolfe Foundation, Wolfe Betty K Ttee24600 S Tamiami Trl Ste 212 Pmb 122, Bonita Spgs, FL 34134-7023FL1992-07$1,353,159
12The Lacy And Mattie Meador Family Academic Scholarship TrustPO BOX 40200, Jacksonville, FL 32203-0200FL1997-10$258,950
13Sylvia C & I Robert Schlanger Charitable Foundation, Glasser G K & D Carmel Ttees200 East Broward Boulevard, Ft Lauderdale, FL 33301-1963FL1996-06$133,956
14Techstar Foundation Inc5156 Vistamere Ct, Orlando, FL 32819-3222FL2004-05$14,176
15Twelve Gifts Of Birth Foundation Inc2118 Tall Oak Dr, Winter Garden, FL 34787-5442FL2001-07$358
16Tibetan Terrier Health And Welfare FoundationPO BOX 26188, Ft Lauderdale, FL 33320-6188FL2007-05$42,774
17The@robert C Graff Charitable Foundation Inc102 Moorings Park Drive E-203, Naples, FL 34105-2151FL1999-11$14,477
18The@david Minkin Foundation7 Via Los Incas, Palm Beach, FL 33480-3629FL2008-05$5,606,078
19Uspc Newco Inc, Sunshine Region Pony Club725 Duparc Circle, Tallahassee, FL 32312FL2002-09$45,769
20The United Way Of Okaloosa Walton Counties Inc112 Tupelo Ave Se, Ft Walton Bch, FL 32548-5555FL1960-12$1,223,385

NonProfitFacts.com is not associated with, endorsed by, or sponsored by The Betty K Wolfe Foundation, Wolfe Betty K Ttee and has no official or unofficial affiliation with The Betty K Wolfe Foundation, Wolfe Betty K Ttee