Ernst W & Agnes W Kaulbach Charitable Tr Indenture, Kaulbach Ernest W & A S Felis Ttee in Palm Bch Gdns, 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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Organizations performing similar types of work
| Ernst W & Agnes W Kaulbach Charitable Tr Indenture, Kaulbach Ernest W & A S Felis Ttee | |
| Employer Identification Number (EIN) | 066418644 |
| Name of Organization | Ernst W & Agnes W Kaulbach Charitable Tr Indenture |
| Secondary Name | Kaulbach Ernest W & A S Felis Ttee |
| In Care of Name | Austin S Felis |
| Address | PO BOX 32756, Palm Bch Gdns, FL 33420-2756 |
| Activities | Gifts, grants, or loans to other organizations, Other cultural or historical activities, Other health services |
| Subsection | Charitable Organization |
| Ruling Date | 05/1996 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,348,702 |
| Amount of Income | $137,733 |
| Form 990 Revenue Amount | $124,895 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2014: $137,733 (it was $385,492 in 2012)
| Ernst W & Agnes W Kaulbach Charitable Tr Indenture, Kaulbach Ernest W & A S Felis Ttee: | $137,733 |
| Other organizations performing similar types of work: | $159,989 |
Assets in 2014: $2,348,702 (it was $2,409,272 in 2012)
| Ernst W & Agnes W Kaulbach Charitable Tr Indenture, Kaulbach Ernest W & A S Felis Ttee: | $2,348,702 |
| Other organizations performing similar types of work: | $232,109 |
Expenses in 2012: $174,487
| This organization: | $174,487 |
| Other organizations performing similar types of work: | $84,860 |
Income to expenses ratio in 2012: 0.8
| Ernst W & Agnes W Kaulbach Charitable Tr Indenture, Kaulbach Ernest W & A S Felis Ttee: | 0.8 |
| Other organizations performing similar types of work: | 1.2 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 35.4% |
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 | $135,492 | $146,795 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $36,228 | |||
| Dividends and interest from securities | $110,515 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-11,303 | |||
| Other | $52 | |||
| Total expenses and disbursements | $174,487 | $300 | $0 | $148,500 |
| Compensation of officers, directors, trustees, etc. | $21,562 | |||
| Total operating and administrative expenses | $25,987 | $300 | $0 | |
| Contributions, gifts, grants paid | $148,500 | |||
| Excess of revenue over expenses and disbursements | $-38,995 | |||
| Net investment income | $146,495 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,409,272 | $2,806,262 |
| Cash - non-interest-bearing | $9,141 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,869,750 | |
| Investments-corporate bonds | $309,562 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $100,401 | |
| Other | $120,418 | |
| Total liabilities | $98,362 | |
| Mortgages and other notes payable | $0 | |
| Other | $98,362 | |
| Total liabilities and net assets/fund balances | $2,310,910 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $52 |
| 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 | $2,930 |
| Total credits and payments | $1,204 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,204 |
| 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 | $1,726 |
| 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? | 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 | $2,644,058 |
| Net value of noncharitable-use assets | $2,604,400 |
| Minimum investment return | $130,220 |
| Distributable Amount (for 2012) | |
| Distributable amount | $128,755 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $128,755 |
| 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 |
| Unrelated Trade or Business Income (for 2008) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $-30,001 | $0 | $-3,000 |
| Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
| Cost of goods sold | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 |
| Capital gain net income | $0 | $0 | $0 |
| Net gain | $0 | $0 | $0 |
| Capital loss deduction for trusts | $-3,000 | $0 | $-3,000 |
| Income (loss) from partnerships and S corporations | $0 | $0 | $0 |
| Rent income | $0 | $0 | $0 |
| Unrelated debt-financed income | $0 | $0 | $0 |
| Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
| Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
| Exploited exempt activity income | $0 | $0 | $0 |
| Advertising income | $0 | $0 | $0 |
| Other income | $0 | $0 | $0 |
| Deductions Not Taken Elsewhere (for 2008) | |
| Total deductions | $0 |
| Compensation of officers, directors, and trustees | $0 |
| Salaries and wages | $0 |
| Repairs and maintenance | $0 |
| Bad debts | $0 |
| Interest | $0 |
| Taxes and licenses | $0 |
| Charitable contributions | $0 |
| Depreciation | $0 |
| Depletion | $0 |
| Contributions to deferred compensation plans | $0 |
| Employee benefit programs | $0 |
| Excess exempt expenses | $0 |
| Excess readership costs | $0 |
| Other deductions | $0 |
| Unrelated business taxable income | $-3,000 |
| Unrelated business taxable income before net operating loss deduction | $-3,000 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $-3,000 |
| Specific deduction | $0 |
| Write your review! |
|
|
| Recently Added Reviews |
Hannahs Homeless Inc in St Petersburg, FL
  |
|
Hope Chapel Inc in Estero, FL
|
|
Veteran Enforcers Motorcycle Association Vema in Jacksonville, FL
|
|
Helping Hands Of Christ Ministries Inc in Lake Wales, FL
|
|
Knights Of Columbus, Knights Of Columbus 7210 St Anne Council in Ruskin, FL
|
|
Child Survivors Hidden Children Of The Holocaust Inc in Boynton Beach, FL
|
|
Lehigh Acres Lodge 2009 I O O F in Lehigh Acres, FL
|
|
Disabled Veterans Golf Association Inc in Tampa, FL
|
|
Reins Of Change Equine Therapy Inc in North Port, FL
|
|
Friends Of The Middleburg Clay Hill Branch Library Inc in Middleburg, FL
|
| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Laura Berry Campbell Trust Ua Fbo Berry College 04-15-25, Berry College 041525 | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1997-02 | $29,271,273 |
| 2 | S O C K Outstanding Students S O S Academy Inc | 6974 Wilson Blvd, Jacksonville, FL 32210-3663 | FL | 1998-10 | $1,279,682 |
| 3 | Samaritan Counseling Services Of The Gulf Coast Inc | 3224 Bee Ridge Rd, Sarasota, FL 34239-7201 | FL | 1997-10 | $805,398 |
| 4 | Arcadia All Florida Championship Rodeo Inc | 124 Heard St, Arcadia, FL 34266-4246 | FL | 1997-08 | $633,928 |
| 5 | Sun-Up Of Indian River Inc | 2455 5th St Sw, Vero Beach, FL 32962-4203 | FL | 1997-09 | $217,455 |
| 6 | Highlands Hammock State Park Cso Inc | 5931 Hammock Rd, Sebring, FL 33872 | FL | 1998-03 | $99,324 |
| 7 | Satellite Beach Community Services Pal Inc | 2200 S Babcock St, Melbourne, FL 32901-5373 | FL | 1997-04 | $84,036 |
| 8 | Sun Devils Inc | 2904 Nordman Avenue, New Smyrna Beach, FL 32168 | FL | 1998-03 | $59,364 |
| 9 | Broward County Dietetic Association Inc | Po Box 5925, Fort Lauderdale, FL 33310 | FL | 1998-08 | $11,786 |
| 10 | Adahlia Services Inc | 805 Margo Street, Tallahassee, FL 32305 | FL | 1998-05 | $0 |
| 11 | Brown Educational Initiatives Inc | 10440 Majestic Court, Parkland, FL 33076-4803 | FL | 1997-07 | $0 |
| 12 | Comprehensive Family Institute Inc | 11591 Sw 220th St, Miami, FL 33170-2939 | FL | 1997-09 | $0 |
| 13 | Geneological Society Of Broward County Inc | 11950 Nw 30 Pl, Sunrise, FL 33323 | FL | 1998-03 | $0 |
| 14 | Hill Top Heritage Development Inc | 2774 Burroughs Road, Middleburg, FL 32068 | FL | 1997-09 | $0 |
| 15 | Marine Industries Association Of Collier County Foundation Inc | Po Box 9887, Naples, FL 34101 | FL | 1997-12 | $0 |
| 16 | North Jacksonville Youth | 8140 Sierra Oaks Blvd, Jacksonville, FL 32219 | FL | 1997-03 | $0 |
| 17 | Serenoa Youth Foundation Inc | 800 S Osprey Ave, Sarasota, FL 34236-7834 | FL | 1997-06 | $0 |
| 18 | Stephen M Price Foundation Inc | 6919 Atlantic Blvd Ste C, Jacksonville, FL 32211-8703 | FL | 1998-08 | $0 |
| 19 | University Consortium Of The Americas Inc | 242 S Washington, Sarasota, FL 34236 | FL | 1998-11 | $0 |
| 20 | Young Eagles Inc | 106 S Lake Dr, Lantana, FL 33462-3221 | FL | 1998-09 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total | 275 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Organization representatives - add corrected or new information about Ernst W & Agnes W Kaulbach Charitable Tr Indenture, Kaulbach Ernest W & A S Felis Ttee »
Non-representatives - add comments about Ernst W & Agnes W Kaulbach Charitable Tr Indenture, Kaulbach Ernest W & A S Felis Ttee»