Shamrock Foundation in Austin, Texas (TX)
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 Texas
| Shamrock Foundation | |
| Employer Identification Number (EIN) | 061720127 |
| Name of Organization | Shamrock Foundation |
| In Care of Name | Shelley M Mattingly |
| Address | 11409 Maidenstone Dr, Austin, TX 78759-4431 |
| Subsection | Charitable Organization |
| Ruling Date | 05/2004 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $4,088,546 |
| Amount of Income | $766,498 |
| Form 990 Revenue Amount | $229,160 |
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 | $366,069 | $116,069 | $0 | |
| Contributions, gifts, grants, etc., received | $250,000 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $93,106 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $22,963 | |||
| Total expenses and disbursements | $199,272 | $16,272 | $0 | $183,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $16,272 | $16,272 | $0 | |
| Contributions, gifts, grants paid | $183,000 | |||
| Excess of revenue over expenses and disbursements | $166,797 | |||
| Net investment income | $99,797 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,909,664 | $4,066,106 |
| Cash - non-interest-bearing | $60,341 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $3,849,323 | |
| Total liabilities | $4,005 | |
| Mortgages and other notes payable | $0 | |
| Other | $4,005 | |
| Total liabilities and net assets/fund balances | $3,905,659 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $22,963 |
| 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 | $998 |
| Total credits and payments | $15,826 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $15,826 |
| 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 | $0 |
| Overpayment | $14,828 |
| Amount to be credited to 2013 estimated tax | $14,828 |
| 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 | $3,734,549 |
| Net value of noncharitable-use assets | $3,678,540 |
| Minimum investment return | $183,927 |
| Distributable Amount (for 2012) | |
| Distributable amount | $182,929 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $182,929 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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 Texas | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Rusk County Youth & Exposition Center | PO BOX 1009, Henderson, TX 75653-1009 | TX | 1992-04 | $43,665 |
| 2 | S D K Foundation Inc | 1805 Sundance St, Palmhurst, TX 78573-0719 | TX | 2011-02 | $401 |
| 3 | S-G Owners Association Inc | 15995 N Barkers Landing Ste 16, Houston, TX 77079-2467 | TX | 2008-04 | $6,292,888 |
| 4 | Sabine County & Agricultural Improvement Youth Fouondation | PO BOX 99, Hemphill, TX 75948-0099 | TX | 1992-07 | $111,366 |
| 5 | Sacra Script Ministries | 2001 W Plano Pkwy Ste 1010, Plano, TX 75075-8605 | TX | 2010-05 | $259,445 |
| 6 | Shenu Volleyball Club Inc | PO BOX 64112, Pipe Creek, TX 78063-4112 | TX | 2011-03 | $145,999 |
| 7 | Sidney Stern Memorial Trust No 300-6-4020-02 | PO BOX 41629, Austin, TX 78704-0028 | TX | 1976-08 | $5,424,203 |
| 8 | Soldiers Angels | 2700 Ne Loop 410 Ste 310, San Antonio, TX 78217-4822 | TX | 2004-03 | $3,303,235 |
| 9 | Society Of Cleaning & Restoration Technicians Inc | 4402 S Danville Dr, Abilene, TX 79605-7238 | TX | 2001-08 | $53,863 |
| 10 | Sigma Gamma Epsilon | Sfa Box 13011, Nacogdoches, TX 75962 | TX | 1944-12 | $62,111 |
| 11 | Shamrock Foundation | 11409 Maidenstone Dr, Austin, TX 78759-4431 | TX | 2004-05 | $766,498 |
| 12 | Society Of Petroleum Engineers Tr | 222 Palisades Creek Dr, Richardson, TX 75080-2040 | TX | 1978-01 | $11,548,869 |
| 13 | Sigma Phi Epsilon Fraternity Inc, In Gamma | 3100 Cole Ave Apt 201, Dallas, TX 75204-1151 | TX | 1954-04 | $270,444 |
| 14 | Society Of Chinese Bioscientists In America | 2312 Goldsmith Street, Houston, TX 77030 | TX | 1992-10 | $171,726 |
| 15 | Sidhpur Foundation | 14905 Southwest Fwy Ste 231, Sugar Land, TX 77478-5022 | TX | 1998-02 | $164,796 |
| 16 | Southern Federation Foundation Inc | 8118 Datapoint Dr, San Antonio, TX 78229-3228 | TX | 1973-09 | $913,098 |
| 17 | Society For Pediatric And Perinatal Epidemiologic Research | 3500 Camp Bowie Ead 709h, Fort Worth, TX 76107-2644 | TX | 1990-09 | $132,865 |
| 18 | Southern Surgical Association | Utmb Dept Of Surgery 815 Market Str, Galveston, TX 77550 | TX | 1980-10 | $303,078 |
| 19 | Southwest College Bookstore Association Inc | 133 Ozuna, Cibolo, TX 78108 | TX | $58,555 | |
| 20 | Society Of Composers Inc | PO BOX 687, Mineral Wells, TX 76068-0687 | TX | 1965-11 | $55,335 |
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