Carleson Benefit Trust Zfnb Trustee in Salt Lake Cty, Utah (UT)
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 Utah
| Carleson Benefit Trust Zfnb Trustee | |
| Employer Identification Number (EIN) | 876115609 |
| Name of Organization | Carleson Benefit Trust Zfnb Trustee |
| In Care of Name | Zions First Natl Bank |
| Address | PO BOX 30880, Salt Lake Cty, UT 84130-0880 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1950 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $318,389 |
| Amount of Income | $88,018 |
| Form 990 Revenue Amount | $24,577 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $24,577 | $24,205 | $1,047 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $9 | |||
| Dividends and interest from securities | $8,532 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $373 | |||
| Other | $15,663 | |||
| Total expenses and disbursements | $24,740 | $4,850 | $0 | $17,417 |
| Compensation of officers, directors, trustees, etc. | $4,850 | |||
| Total operating and administrative expenses | $7,323 | $4,850 | $0 | |
| Contributions, gifts, grants paid | $17,417 | |||
| Excess of revenue over expenses and disbursements | $-163 | |||
| Net investment income | $19,355 | |||
| Adjusted net income | $1,047 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $343,382 | $358,461 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $17,050 | |
| Investments-corporate stock | $147,129 | |
| Investments-corporate bonds | $168,475 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $10,728 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $343,382 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $15,663 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $387 |
| Total credits and payments | $703 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $703 |
| 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 | $316 |
| Amount to be credited to 2012 estimated tax | $316 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $379,837 |
| Net value of noncharitable-use assets | $374,140 |
| Minimum investment return | $18,707 |
| Distributable Amount (for 2011) | |
| Distributable amount | $18,320 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $18,320 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $17,320 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Mineral Collectors Of Utah in Salt Lake Cty, UT
 |
| Utah Asian Charitable Foundation in Salt Lake Cty, UT |
|
Cerebral Palsy Of Utah in Salt Lake Cty, UT
|
Association Of Volunteer Emergency Response Teams Inc in Salt Lake Cty, UT
 |
| Order Of The Eastern Star Of Utah, Tooele Valley Chapter No 25 Cathe Okuniewicz in Stansbury Park, UT |
|
Parents Of Murdered Children in West Valley City, UT
|
Zion Life Foundation, Seven Pillars Foundation Zion (Zion International Organization Of Neighbors) in Payson, UT
 |
| Timp Marina Club in American Fork, UT |
|
Children And Youth Services Inc, West Ridge Academy in West Jordan, UT
|
|
Utah Gay Fathers Association, Ugf in Murray, UT
|
| Other organizations in Utah | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Canyonlands Field Institute Inc | PO BOX 68, Moab, UT 84532-0068 | UT | 1985-08 | $559,582 |
| 2 | Canyonlands Natural History Association | 3015 S Highway 191, Moab, UT 84532-3629 | UT | 1969-04 | $3,568,898 |
| 3 | Canyonlands Usa-Poe | PO BOX 550, Moab, UT 84532-0550 | UT | 1999-11 | $65,008 |
| 4 | Capitol Reef Natural History Association | Hc 70 Box 15, Torrey, UT 84775-9602 | UT | 1968-02 | $835,651 |
| 5 | Carbon Canal Company Court House | PO BOX 779, Price, UT 84501-0779 | UT | 2004-02 | $190,605 |
| 6 | Carbon County Chamber Of Commerce | 81 N 100 E 3, Price, UT 84501 | UT | 2008-02 | $74,355 |
| 7 | Carbon County Humane Society | 2984 W 600 N, Price, UT 84501-4622 | UT | 1995-01 | $21,139 |
| 8 | Carbon Medical Service Association | PO BOX 930, East Carbon, UT 84520-0930 | UT | 1997-06 | $2,912,090 |
| 9 | Cardinal National Housing Corporations, Xi Alpha House Coporation | 1435 E 100 S, Salt Lake Cty, UT 84102-1802 | UT | 1996-11 | $171,626 |
| 10 | Care-A-Lot Fund | PO BOX 9199, Ogden, UT 84409-0199 | UT | 1999-10 | $125,828 |
| 11 | Carleson Benefit Trust Zfnb Trustee | PO BOX 30880, Salt Lake Cty, UT 84130-0880 | UT | 1950-03 | $88,018 |
| 12 | Carlyle And Delta Harmon Non- Traditional Women Students Schlsp, Harmon Womens Scholarship Fund | 2481 W 1425 S, Syracuse, UT 84075-6996 | UT | 1993-07 | $231,467 |
| 13 | Casa Family Foundation | 115 W 2150 N, Centerville, UT 84014-2706 | UT | 2006-08 | $275,959 |
| 14 | Casa Shenkinah | PO BOX 980488, Park City, UT 84098 | UT | 2004-04 | $0 |
| 15 | Cashmere Fund | PO BOX 775, Park City, UT 84060-0775 | UT | 2009-04 | $10,021 |
| 16 | Castle Valley Community Theatre | 150 S 700 E, Price, UT 84501 | UT | 1985-02 | $0 |
| 17 | Castle Valley Gas Producers Council | 1973 N Rulon White Blvd, Ogden, UT 84404-7843 | UT | 2000-08 | $116,089 |
| 18 | Castleland Resource Conservation & Development Council Inc | PO BOX 1114, Castle Dale, UT 84513-1114 | UT | 1991-08 | $127,825 |
| 19 | Castleview Physicians Society | 300 N Hospital Dr, Price, UT 84501-4218 | UT | 2013-11 | $36,000 |
| 20 | Catalyst Foundation | 10 Exchange Place No 520, Salt Lake City, UT 84111 | UT | 2002-07 | $250,368 |
Organization representatives - add corrected or new information about Carleson Benefit Trust Zfnb Trustee »
Non-representatives - add comments about Carleson Benefit Trust Zfnb Trustee»