The Alfred M And Mary Lou Pence Scholarship Trust in Los Angeles, California (CA)

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The Alfred M And Mary Lou Pence Scholarship Trust
Employer Identification Number (EIN)830314780
Name of OrganizationThe Alfred M And Mary Lou Pence Scholarship Trust
In Care of NameStanley K Hathaway
AddressPO BOX 60078, Los Angeles, CA 90060-0078
ActivitiesScholarships (other)
SubsectionCharitable Organization
Ruling Date04/1996
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Tax Period12/2012
Assets$100,000 to $499,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$150,703
Amount of Income$36,013
Form 990 Revenue Amount$15,402
National Taxonomy of Exempt Entities (NTEE)Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards


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Amount of income in 2012: $36,013 (it was $15,402 in 2011)
This organization: 

 $36,013
Other organizations performing similar types of work: 

 $72,336

Assets in 2012: $150,703 (it was $159,026 in 2011)
This organization: 

 $150,703
Other organizations performing similar types of work: 

 $239,394

Expenses in 2012: $16,634
The Alfred M And Mary Lou Pence Scholarship Trust: 

 $16,634
Other organizations performing similar types of work: 

 $40,888

Income to expenses ratio in 2012: 2.2
This organization: 

 2.2
Other organizations performing similar types of work: 

 1.4

Grants share in income in 2012: 0.0%
This organization: 

 0.0%
Other organizations performing similar types of work: 

 0.1%

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$8,376$8,376$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$3,586
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$4,790
Total expenses and disbursements$16,634$1,165$0$14,109
Compensation of officers, directors, trustees, etc.$1,515
Total operating and administrative expenses$3,737$1,165$1,212
Contributions, gifts, grants paid$12,897
Excess of revenue over expenses and disbursements$-8,258
Net investment income$7,211
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$150,703$150,404
Cash - non-interest-bearing$8,769
Investments-U.S. and state government obligations$0
Investments-corporate stock$100,006
Investments-corporate bonds$41,928
Investments-mortgage loans$0
Investments-other$0
Total liabilities$0
Total liabilities and net assets/fund balances$150,703
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$4,790
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$144
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$144
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?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 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012?Yes
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$151,603
Net value of noncharitable-use assets$149,320
Minimum investment return$7,466
Distributable Amount (for 2012)
Distributable amount$7,322
Undistributed Income (for 2012)
Distributable amount for 2012$7,322
Undistributed income for 2012. This amount must be distributed in 2013$4,658
Private Operating Foundations (for 2012)
2012201120102009Total
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
1Sylvester H Reed Memorial TrustPO BOX 1111, Pflugerville, TX 78691-1111TX1998-01$1,242,927
2Saddleback Valley Soccer Club25255 Cabot Rd Ste 116, Laguna Hills, CA 92653-5507CA1993-11$1,993,979
3United Scholarships IncorporatedPO BOX 626, Yreka, CA 96097-0626CA1970-09$1,223,473
4Santa Barbara Jewish Community FoundationPO BOX 30630, Santa Barbara, CA 93130-0630CA1994-04$1,076,023
5Trinity Schloarship FoundationPO BOX 2000, Weaverville, CA 96093-2000CA1971-11$894,343
6Whittier Host Lions Club FoundationPO BOX 245, Whittier, CA 90608-0245CA1997-05$875,728
7Sjcdsa Charitable Trust FundPO BOX 1224, Stockton, CA 95201-1224CA1996-01$521,844
8Saint Justin Education Fund For Los AngelesPO BOX 27790, Los Angeles, CA 90027-0790CA1994-12$497,624
9Town And Gown Of The University Of Southern California620 W Mccarthy Way 10, Los Angeles, CA 90089-0155CA1982-12$426,761
10Saint Marys East Bay Scholarship Fund Inc David R Kelly Cpa1655 N Main St Ste 290, Walnut Creek, CA 94596-8756CA1958-11$410,107
11West Davis & Bergard Foundation303 Hegenberger Rd Ste 305, Oakland, CA 94621-1419CA1997-03$370,565
12West Poultry Scholarship And Research Foundation1521 I St, Sacramento, CA 95814-2016CA1971-03$237,428
13Rossmoor Scholarship FoundationPO BOX 2056, Walnut Creek, CA 94595-0056CA1966-05$232,578
14Society Of University Surgeons Foundation, Harborview Medical Center11300 West Olympic Blvd, Los Angeles, CA 90064-1637CA1996-10$225,184
15Stockton Fire Fighters Gladys Benerd Memorial TrustPO BOX 692201, Stockton, CA 95269-2201CA1995-09$221,597
16Scott Valley Scholarships And Educational Wards IncPO BOX 352, Etna, CA 96027-0352CA1981-01$188,029
17Tulare County Farm Bureau Educational & Scholarship Fund TrPO BOX 748, Visalia, CA 93279-0748CA1995-02$147,860
18Sausalito Womens Club Scholarship Recognition FundPO BOX 3045, Sausalito, CA 94966-3045CA1995-11$112,453
19Sierra View District Hospital League Inc465 W Putnam Ave, Porterville, CA 93257-3320CA1985-08$82,025
20Swiss Benevolent Society456 Montgomery St Ste 1500, San Francisco, CA 94104-1248CA1969-03$51,503
Number of organizations performing similar types of work
Alaska15
Alabama29
Arkansas27
Arizona42
California252
Colorado46
Connecticut69
District of Columbia36
Delaware10
Florida151
Georgia78
Hawaii18
Iowa52
Idaho15
Illinois193
Indiana80
Kansas57
Kentucky48
Louisiana26
Massachusetts102
Maryland74
Maine15
Michigan138
Minnesota61
Missouri93
Mississippi12
Montana14
North Carolina100
North Dakota5
Nebraska30
New Hampshire12
New Jersey147
New Mexico15
Nevada16
New York202
Ohio188
Oklahoma33
Oregon38
Pennsylvania160
Rhode Island22
South Carolina36
South Dakota7
Tennessee42
Texas251
Utah11
Virginia136
Vermont9
Washington68
Wisconsin96
West Virginia21
Wyoming9
International5
Total3,412

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