Harper Family Charitable Foundation Inc in Mount Dora, Florida (FL)

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Harper Family Charitable Foundation Inc
Employer Identification Number (EIN)020685568
Name of OrganizationHarper Family Charitable Foundation Inc
In Care of NameJulian C Heath
Address6917 S Round Lake Rd, Mount Dora, FL 32757-9646
SubsectionCharitable Organization
Ruling Date09/2003
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2012
Assets$5,000,000 to $9,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$8,104,066
Amount of Income$1,056,865
Form 990 Revenue Amount$474,518
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations


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Amount of income in 2012: $1,056,865 (it was $1,295,658 in 2011)
This organization: 

 $1,056,865
Other organizations performing similar types of work: 

 $100,425

Assets in 2012: $8,104,066 (it was $8,350,480 in 2011)
Harper Family Charitable Foundation Inc: 

 $8,104,066
Other organizations performing similar types of work: 

 $315,010

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$474,518$466,548$364,220
Contributions, gifts, grants, etc., received$7,970
Interest on savings and temporary cash investments$5,592
Dividends and interest from securities$348,454
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$112,502
Total expenses and disbursements$515,324$57,627$30,702$426,995
Compensation of officers, directors, trustees, etc.$54,000
Total operating and administrative expenses$114,324$57,627$25,995
Contributions, gifts, grants paid$401,000
Excess of revenue over expenses and disbursements$-40,806
Net investment income$408,921
Adjusted net income$333,518
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$8,350,480$8,221,379
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$73,371
Investments-corporate stock$271,093
Investments-corporate bonds$858,048
Investments-mortgage loans$2,924,745
Investments-other$4,094,122
Other$129,101
Total liabilities$0
Total liabilities and net assets/fund balances$8,350,480
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$112,502
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$4,089
Total credits and payments$8,467
2011 estimated tax payments and 2010 overpayment credited to 2011$3,467
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$5,000
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Overpayment$4,378
Amount to be credited to 2012 estimated tax$4,378
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$8,164,085
Net value of noncharitable-use assets$8,041,620
Minimum investment return$402,081
Distributable Amount (for 2011)
Distributable amount$397,992
Undistributed Income (for 2011)
Distributable amount for 2011$397,992
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
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
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Avon Products Foundation Incorporated777 3rd Ave Bsmt B, New York, NY 10017-1307NY2000-11$62,177,889
2Blackstone Charitable Foundation345 Park Avenue, New York, NY 10154-0004NY2008-02$6,140,304
3Mary R Saner Charitable Trust4330 Olive St, Saint Louis, MO 63108-2622MO2008-06$3,811,554
4Kotel Foundation101 Terrace Dr, Mundelein, IL 60060-3826IL2008-03$124,384
5Harry T Mangurian Jr Foundation Inc3696 N Federal Hwy St 300, Fort Lauderdale, FL 33308FL2000-02$58,944,424
6Bruce And Tracey Berkowitz Foundation14 Tahiti Beach Island Road C/O B, Coral Gables, FL 33143-6540FL2002-07$51,262,081
7Nicklaus Childrens Health Care Foundation Inc11770 Us Highway One No 303, North Palm Beach, FL 33408FL2004-05$4,619,016
8Harry A & Jane W Alburger Charitable Trust 906-063027023283PO BOX 1908, Orlando, FL 32802-1908FL2004-09$3,895,052
9The Nommontu Foundation Inc200 S Biscayne Blvd Ste 3050, Miami, FL 33131-5337FL2001-08$3,299,897
10Donald A Burns Foundation Inc450 Royal Palm Way Ste 450, Palm Beach, FL 33480-4100FL1999-07$3,102,929
11Albert L Ueltschi Foundation481 Indian Harbor Rd, Vero Beach, FL 32963-3512FL2003-11$3,097,702
12Diermeier Family Foundation2113 Canna Way, Naples, FL 34105-3069FL2004-12$1,906,083
13Caring Friends Foundation, Wassell Edmund J TteePO BOX 40200, Jacksonville, FL 32203-0200FL1999-07$1,545,090
14L V Thompson Family Foundation Inc5015 E Hillsborough Ave, Tampa, FL 33610-4814FL2005-08$1,410,028
15Holtz Charitable Foundation Inc9209 Cromwell Park Pl, Orlando, FL 32827-7005FL1999-07$1,221,892
16David And Arleen Mcglade Foundation Inc600 Beachview Dr Ph South, Vero Beach, FL 32963-3624FL2008-08$1,197,942
17Joseph Ross Frieda Ross FoundationPO BOX 440606, Miami, FL 33144-0606FL1999-07$1,183,420
18Marlins Foundation Inc501 Marlins Way, Miami, FL 33125-1121FL2000-05$1,183,020
19Harper Family Charitable Foundation Inc6917 S Round Lake Rd, Mount Dora, FL 32757-9646FL2003-09$1,056,865
20Gw Foundation Tr, Wendt Gary C Ttee3055 Harbor Dr Apt 1701, Ft Lauderdale, FL 33316-2459FL1999-07$1,023,114
Number of organizations performing similar types of work
Alaska6
Alabama22
Arkansas14
Arizona38
California300
Colorado60
Connecticut56
District of Columbia23
Delaware37
Florida188
Georgia83
Hawaii12
Iowa24
Idaho14
Illinois141
Indiana53
Kansas20
Kentucky22
Louisiana21
Massachusetts109
Maryland59
Maine6
Michigan76
Minnesota57
Missouri36
Mississippi10
Montana12
North Carolina64
North Dakota3
Nebraska21
New Hampshire10
New Jersey134
New Mexico13
Nevada22
New York349
Ohio90
Oklahoma30
Oregon40
Pennsylvania120
Rhode Island20
South Carolina20
South Dakota5
Tennessee30
Texas180
Utah29
Virginia60
Vermont7
Washington64
Wisconsin51
West Virginia2
Wyoming9
International5
Total2,877

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