Fred H Shores Educational Scholarship Trust in Birmingham, Alabama (AL)
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 Alabama
| Fred H Shores Educational Scholarship Trust | |
| Employer Identification Number (EIN) | 636058332 |
| Name of Organization | Fred H Shores Educational Scholarship Trust |
| Address | PO BOX 10566, Birmingham, AL 35296-0001 |
| Activities | Scholarships (other) |
| Subsection | Educational Organization |
| Ruling Date | 09/1969 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 05/2011 |
| 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 | $170,493 |
| Amount of Income | $31,847 |
| Form 990 Revenue Amount | $10,229 |
Non-representatives - add comments:
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 | $10,229 | $10,227 | $6,666 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $6,666 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $2 | |||
| Other | $3,561 | |||
| Total expenses and disbursements | $4,248 | $4,183 | $4,183 | $4,183 |
| Compensation of officers, directors, trustees, etc. | $3,600 | |||
| Total operating and administrative expenses | $4,248 | $4,183 | $4,183 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $5,981 | |||
| Net investment income | $6,044 | |||
| Adjusted net income | $2,483 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $176,474 | $184,167 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $170,111 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $6,363 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $176,474 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $3,561 |
| 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 | $121 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $121 |
| 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 | $181,900 |
| Net value of noncharitable-use assets | $179,180 |
| Minimum investment return | $8,959 |
| Distributable Amount (for 2012) | |
| Distributable amount | $8,838 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $8,838 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $8,640 |
| 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 |
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| Other organizations in Alabama | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Fraternal Order Of Police, 10 King Hubbard Lodge | PO BOX 1304, Tuscaloosa, AL 35403-1304 | AL | 1972-11 | $141,628 |
| 2 | Fraternal Order Of Police, 11 Capitol City Lodge | PO BOX 681304, Prattville, AL 36068-1304 | AL | 1972-11 | $478,794 |
| 3 | Fraternal Order Of Police, 29 Flying Wheel Lodge | PO BOX 7085, Montgomery, AL 36107 | AL | 1972-11 | $332,410 |
| 4 | Fraternal Order Of Police, 4 Anniston Lodge | PO BOX 895, Anniston, AL 36202-0895 | AL | 1952-10 | $33,997 |
| 5 | Fraternal Order Of Police, 5 Tri Cities Lodge | PO BOX 958, Sheffield, AL 35660-0958 | AL | 1952-10 | $126,364 |
| 6 | Fraternal Order Of Police, 60 Pleasure Isle Lodge | 7660 Helton Dr, Foley, AL 36535-4004 | AL | 1952-10 | $87,105 |
| 7 | Fraternal Order Of Police, 64 Jefferson County Sheriffs | PO BOX 1733, Birmingham, AL 35201-1733 | AL | 1952-10 | $21,182 |
| 8 | Fraternal Order Of Police, Ost Alabama State Lodge | 704 Ward Ave Ne, Huntsville, AL 35801-3658 | AL | 1952-10 | $244,683 |
| 9 | Fraternal Order Of Police Grand Lodge | P O Box 621, Andalusia, AL 36420 | AL | 1952-10 | $6,204,966 |
| 10 | Fred A Vaughn Trust | PO BOX 298, Pine Hill, AL 36769-0298 | AL | 1989-01 | $57,414 |
| 11 | Fred H Shores Educational Scholarship Trust | PO BOX 10566, Birmingham, AL 35296-0001 | AL | 1969-09 | $31,847 |
| 12 | Fred W Hooper Endowment Fund | PO BOX 125, Hope Hull, AL 36043-0125 | AL | 2004-01 | $758,792 |
| 13 | Free & Accepted Masons Of Alabama | Po Box 1421, Decatur, AL 35602 | AL | 1972-10 | $0 |
| 14 | Free & Accepted Masons Of Alabama, 351 Wilson Williams | PO BOX 45, Phenix City, AL 36868-0045 | AL | 1972-12 | $25,741 |
| 15 | Free & Accepted Masons Of Alabama, 506 Irondale Lodge | PO BOX 100141, Irondale, AL 35210-0141 | AL | 1972-10 | $6,893 |
| 16 | Free & Accepted Masons Of Alabama, 550 Dwight | PO BOX 4242, Gadsden, AL 35904-0242 | AL | 1972-10 | $12,906 |
| 17 | Free & Accepted Masons Of Alabama | 128 Main St, Grove Hill, AL 36451 | AL | 1972-10 | $2,576 |
| 18 | Free & Accepted Masons Of Alabama | 7475 Us Highway 331, Montgomery, AL 36105-6000 | AL | 1971-11 | $0 |
| 19 | Free & Accepted Masons Of Alabama, Free & Accepted Masons Of Alabama 767 | 9905 Grand Bay Wilmer Rd S, Grand Bay, AL 36541-5005 | AL | 1971-11 | $6,742,687 |
| 20 | Free The Hops Inc | PO BOX 660068, Vestavia Hls, AL 35266-0068 | AL | 2008-07 | $107,246 |
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