Dr Hugh Carter Henry Trust in Jacksonville, Florida (FL)

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Dr Hugh Carter Henry Trust
Employer Identification Number (EIN)546301162
Name of OrganizationDr Hugh Carter Henry Trust
In Care of NameBank Of America
AddressPO BOX 40200, Jacksonville, FL 32203-0200
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date05/1991
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$1,000,000 to $4,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$1,325,285
Amount of Income$1,930,352
Form 990 Revenue Amount$96,911

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Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$96,911$96,865$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$40,543
Gross rents$0
Gross profit from sales of goods$0
Other income$5
Total expenses and disbursements$78,599$10,135$0$67,607
Compensation of officers, directors, trustees, etc.$16,507
Total operating and administrative expenses$19,790$10,135$8,798
Contributions, gifts, grants paid$58,809
Excess of revenue over expenses and disbursements$18,312
Net investment income$86,730
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$1,203,790$1,243,032
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
Total liabilities$0
Total liabilities and net assets/fund balances$1,203,790
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$56,363
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$867
Total credits and payments$550
2011 estimated tax payments and 2010 overpayment credited to 2011$550
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$317
Amount to be credited to 2012 estimated tax$0
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?Yes
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$1,330,189
Net value of noncharitable-use assets$1,310,240
Minimum investment return$65,512
Distributable Amount (for 2011)
Distributable amount$64,645
Undistributed Income (for 2011)
Distributable amount for 2011$64,645
Undistributed income for 2011. This amount must be distributed in 2012$8,172
Private Operating Foundations (for 2011)
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
Other organizations in Florida
IdNameAddressStateEstablishedTotal Income
1Eugene And Carol Atkinson Family Foundation212 Island Creek Dr, Vero Beach, FL 32963-3364FL1986-10$783,731
2Doreen & Gilbert Bassin Family Foundation117 Commodore Dr, Jupiter, FL 33477-4005FL2003-03$96,375
3Douglas S Cramer Foundation890 S Dixie Hwy, Coral Gables, FL 33146-2603FL1987-02$1
4E Craig Coats Jr And Christines Coats Foundation Inc622 North Flaggler Drive, West Palm Beach, FL 33401-4010FL1981-01$14,457
5Earthwise Inc5949 Amberwood Dr, Naples, FL 34110-3315FL2008-12$125,371
6Edwin S Lowe Foundation210 Ne 6th Avenue, Delray Beach, FL 33483-5540FL1961-07$1
7Electronic Discovery Institute333 Las Olas Way Apt 2106, Ft Lauderdale, FL 33301-2386FL2007-08$671,473
8Erdle Foundation3720 South Ocean Blvd, Highland Beach, FL 33487-3385FL1969-04$620,689
9Ernest And Thelma Youde Charitable TrustPO BOX 14407, St Petersburg, FL 33733-4407FL2006-11$86,995
10Edward And Elizabeth Gardner FoundationPO BOX 110136, Lakewood Rch, FL 34211-0002FL1992-03$143,613
11Edward T Gardner FoundationPO BOX 110136, Lakewood Rch, FL 34211-0002FL1960-07$155,091
12Door Of Hope Inc811 S Kings Ave, Brandon, FL 33511-5926FL1987-05$34,560
13Ethicsworks8911 Lake Dr Apt A303, Cpe Canaveral, FL 32920-4277FL2000-05$49,124
14Eden Research Foundation Inc11924 W Forest Hill Blvd 341, Wellington, FL 33414-6256FL2007-01$1
15Dorothy I Denby Charitable TrPO BOX 40200, Jacksonville, FL 32203-0200FL2005-09$1,125,211
16Dr Hugh Carter Henry TrustPO BOX 40200, Jacksonville, FL 32203-0200FL1991-05$1,930,352
17Durham Foundation 055006540546PO BOX 40200 FL9-100-10-19, Jacksonville, FL 32203-0200FL1987-05$394,639
18Tr U W Eddie C CersleyPO BOX 40200, Jacksonville, FL 32203-0200FL1970-12$207,231
19Edgar & Kathleen Merkle FdnPO BOX 40200, Jacksonville, FL 32203-0200FL1900-12$101,878
20Tr U-W Edward G MccullochPO BOX 40200, Jacksonville, FL 32203-0200FL2002-07$163,408
21Edward H And Virginia K Gunst Foundation, Moyer E Ross Ttee350 E Las Olas Blvd, Fort Lauderdale, FL 33301-4211FL2000-10$382,824
22Edward Mcguire Mem Assn Et Al, 015-055356374219PO BOX 40200, Jacksonville, FL 32203-0200FL1970-12$28,179
23Edward N And Della L Thome Memorial Foundation, 45-20-020-0607648PO BOX 40200, Jacksonville, FL 32203-0200FL2004-10$103,204,310
24Tr U W Edwin S BuckPO BOX 40200, Jacksonville, FL 32203-0200FL$304,820
25The Wellford Memorial, Nations Bank Of Va NaPO BOX 40200, Jacksonville, FL 32203-0200FL2010-08$26,398
26Elaine And Eugene Chismer Family FoundationPO BOX 40200, Jacksonville, FL 32203-0200FL1998-10$41,229
27Eliza Mount Thomas Foundation IncPO BOX 40200, Jacksonville, FL 32203-0200FL1998-10$90,461
28Elizabeth & James Bustard Charitable Perm Trust FdPO BOX 40200, Jacksonville, FL 32203-0200FL1988-02$688,412
29Elizabeth H Chilicott TuwPO BOX 40200 FL9-100-10-19, Jacksonville, FL 32203-0200FL$12,596
30Tr U-W Elizabeth Johnson, 036-011106316269PO BOX 40200, Jacksonville, FL 32203-0200FL2002-07$235,249

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