Davis-Villamil Family Foundation Inc in San Juan, (international)
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
- Organizations performing similar types of work
| Davis-Villamil Family Foundation Inc | |
| Employer Identification Number (EIN) | 660617829 |
| Name of Organization | Davis-Villamil Family Foundation Inc |
| In Care of Name | Ricardo Muniz |
| Address | 2 Madrid St Palma Real Apt 15 Jk, San Juan |
| Subsection | Charitable Organization |
| Ruling Date | 03/2003 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $633,287 |
| Amount of Income | $26,573 |
| Form 990 Revenue Amount | $32,448 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Public Foundations |
Non-representatives - add comments:
Amount of income in 2010: $26,573 (it was $32,448 in 2011)
| This organization: | $26,573 |
| Other organizations performing similar types of work: | $71,328 |
Assets in 2010: $633,287 (it was $343,567 in 2011)
| Davis-Villamil Family Foundation Inc: | $633,287 |
| Other organizations performing similar types of work: | $50,799 |
Expenses in 2011: $321,074
| This organization: | $321,074 |
| Other organizations performing similar types of work: | $47,311 |
Income to expenses ratio in 2011: 0.1
| Davis-Villamil Family Foundation Inc: | 0.1 |
| Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2011: 0.0%
| Davis-Villamil Family Foundation Inc: | 0.0% |
| Other organizations performing similar types of work: | 7.7% |
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 | $32,448 | $32,448 | $15,697 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $12,849 | |||
| Dividends and interest from securities | $2,848 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $16,751 | |||
| Total expenses and disbursements | $321,074 | $0 | $0 | $316,250 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $4,824 | $0 | $0 | |
| Contributions, gifts, grants paid | $316,250 | |||
| Excess of revenue over expenses and disbursements | $-288,626 | |||
| Net investment income | $32,448 | |||
| Adjusted net income | $15,697 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $343,567 | $310,619 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $327,639 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $15,928 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $343,567 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $16,751 |
| 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 | $324 |
| Total credits and payments | $1,445 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $195 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $1,250 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Overpayment | $1,121 |
| Amount to be credited to 2012 estimated tax | $1,121 |
| 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 | $796,191 |
| Net value of noncharitable-use assets | $784,240 |
| Minimum investment return | $39,212 |
| Distributable Amount (for 2011) | |
| Distributable amount | $38,888 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $38,888 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| 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! |
|
|
| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Roswell Park Alliance Foundation | Elm And Carlton St, Buffalo, NY 14263-0001 | NY | 1996-08 | $28,110,672 |
| 2 | Science Foundation Arizona | 400 E Van Buren St Ste 220, Phoenix, AZ 85004-2223 | AZ | 2006-11 | $7,919,015 |
| 3 | St Andrews Charitable Foundation | 6633 Delmar Blvd, St Louis, MO 63130-4505 | MO | 2008-01 | $1,344,641 |
| 4 | Tma Support Corporation | 2427 M L K Jr Ave Se, Washington, DC 20020-5815 | DC | 2006-10 | $709,645 |
| 5 | Rotary Club Of Coralsprings-Parkland Foundation Inc | 11873 Nw 2nd Ct, Coral Springs, FL 33071-8017 | FL | 2007-03 | $57,467 |
| 6 | Rotary Club Of St Thomas Foundation Inc | PO BOX 10501, St Thomas | international | 2013-09 | $828,564 |
| 7 | Hamilton Jewish Home For The Aged Charitable Foundation | Local, Canada | international | 2003-01 | $499,727 |
| 8 | Under The Same Sun Foundation Usa | Surrey V3r 0n9, Canada | international | 2010-09 | $61,711 |
| 9 | Friends Of Haven Foundation Inc | 240 Davis Road, Gabriola | international | 2004-12 | $35,767 |
| 10 | The S A Foundation-Canada | 911 14th Ave Se, Calgary | international | 2006-11 | $31,278 |
| 11 | One Japan | Hong Kong, Hong Kong | international | 2012-05 | $27,632 |
| 12 | Alice Faith Mittelman Foundation Usa Inc | 65 New Cavendish St, London | international | 2002-03 | $0 |
| 13 | American International School Of Muscat Foundation | Po Box 584 Azaiba Postal Code 130, Muscat | international | 1998-05 | $0 |
| 14 | Bath Fitter Foundation Inc | 225 Rue Roy, St-Eustache | international | 2009-02 | $0 |
| 15 | Coalicion De Asma De Puerto Rico | PO BOX 71325, San Juan | international | 2014-10 | $0 |
| 16 | Friends Of Bermuda Community Foundation | Hamilton Hm 11 Hamilton Hm 11, Bermuda | international | 2014-12 | $0 |
| 17 | Infinite Wisdom International | 79-81 Eley Road, Blackburn South | international | 1995-10 | $0 |
| 18 | Kutoa | 112 Guelph Street Po Box 131, Georgetown | international | 2013-10 | $0 |
| 19 | Lean On Me Foundation | Po Box 305063, St. Thomas | international | 2007-08 | $0 |
| 20 | October Sunday Festival Inc | 2g Wintberg, St Thomas | international | 1999-01 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total | 13,855 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Organization representatives - add corrected or new information about Davis-Villamil Family Foundation Inc »
Non-representatives - add comments about Davis-Villamil Family Foundation Inc»