Russell Symmes Winchester Community High School Scholarship Trust in Evansville, Indiana (IN)
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
- Organizations performing similar types of work
Russell Symmes Winchester Community High School Scholarship Trust | |
Employer Identification Number (EIN) | 351993193 |
Name of Organization | Russell Symmes Winchester Community High School Scholarship Trust |
In Care of Name | Amer Natl Tr & Invest Mgmnt Ttee |
Address | PO BOX 207, Evansville, IN 47702-0207 |
Activities | Scholarships (other) |
Subsection | Charitable Organization |
Ruling Date | 10/1997 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2011 |
Assets | $10,000 to $24,999 |
Income | $1 to $9,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $15,072 |
Amount of Income | $7,143 |
Form 990 Revenue Amount | $995 |
National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards |
Non-representatives - add comments:
Amount of income in 2011: $7,143 (it was $7,545 in 2010)
Russell Symmes Winchester Community High School Scholarship Trust: | $7,143 |
Other organizations performing similar types of work: | $72,336 |
Assets in 2011: $15,072 (it was $16,861 in 2010)
This organization: | $15,072 |
Other organizations performing similar types of work: | $239,394 |
Expenses in 2011: $2,782
This organization: | $2,782 |
Other organizations performing similar types of work: | $40,888 |
Income to expenses ratio in 2011: 2.6
This organization: | 2.6 |
Other organizations performing similar types of work: | 1.4 |
Grants share in income in 2011: 0.0%
This organization: | 0.0% |
Other organizations performing similar types of work: | 0.1% |
Revenue for 2011
Expenses for 2011
Analysis of Revenue and Expenses (for 2011) | ||||
Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
---|---|---|---|---|
Total revenue | $995 | $992 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $312 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $683 | |||
Total expenses and disbursements | $2,782 | $957 | $0 | $1,825 |
Compensation of officers, directors, trustees, etc. | $956 | |||
Total operating and administrative expenses | $1,782 | $957 | $825 | |
Contributions, gifts, grants paid | $1,000 | |||
Excess of revenue over expenses and disbursements | $-1,787 | |||
Net investment income | $35 | |||
Adjusted net income | $0 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $15,072 | $16,266 |
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 | |
Investments-other | $15,072 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $15,072 |
Capital Gains and Losses for Tax on Investment Income (for 2011) | |
Capital gain net income | $683 |
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 | $0 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $0 |
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 | $17,649 |
Net value of noncharitable-use assets | $17,380 |
Minimum investment return | $869 |
Distributable Amount (for 2011) | |
Distributable amount | $869 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $869 |
Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
Private Operating Foundations (for 2011) | |||||
2011 | 2010 | 2009 | 2008 | 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 |
Write your review! |
|
Recently Added Reviews |
Order Of The Amaranth Inc, Grand Court Of Indiana in Evansville, IN
|
Order Of Owls Nest No 30 in Evansville, IN |
International Ministerial Association Inc in Evansville, IN
|
Bible Center Cathedral-Radio Tabernacle in Evansville, IN
|
Saint Philips Conservation Club in Evansville, IN
|
The Gathering Church in Evansville, IN
|
Sons Of Confederate Veterans Inc, Col Robert Maxwell Martin Camp #2320 in Evansville, IN |
Rotary International, Kendallville Rotary Club in Kendallville, IN
|
Naptown Riders Motorcycle Club in Indianapolis, IN
|
A Hoof And A Prayer Horse Rescue Inc in Haubstadt, IN |
Organizations performing similar types of work | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Sylvester H Reed Memorial Trust | PO BOX 1111, Pflugerville, TX 78691-1111 | TX | 1998-01 | $1,242,927 |
2 | Ruth E Brookshire Charitable Foundation Inc, Coleman E J Ttee | 1201 Indianapolis Ave, Lebanon, IN 46052-2932 | IN | 1997-05 | $757,470 |
3 | Sigma Delta Tau Foundation Inc | 714 Adams St, Carmel, IN 46032-7541 | IN | 1990-07 | $184,640 |
4 | Indiana Association Of Pregnancy Center Trust Fund | PO BOX 2215, Columbus, IN 47202 | IN | 1991-01 | $93,334 |
5 | Sigma Gamma Rho Sorority National Education Fund Inc | 2801 Hillside Ave, Indianapolis, IN 46218-2716 | IN | 1986-05 | $73,303 |
6 | Indianapolis Black Alumni Council | Po Box 1585, Indianapolis, IN 46206-1585 | IN | 1980-12 | $61,386 |
7 | Student Financial Aid Association | 501 Main St Ste 305, Evansville, IN 47708-1629 | IN | 1959-11 | $33,056 |
8 | Russell Symmes Winchester Community High School Scholarship Trust | PO BOX 207, Evansville, IN 47702-0207 | IN | 1997-10 | $7,143 |
9 | The David E And Helen C Culley Memorial Fund Incorporated | 2955 W Orland Rd, Angola, IN 46703-8043 | IN | 1995-01 | $4,116 |
10 | Indiana Alpha Educational Foundation Inc | 6325 Minlo Dr, Indianapolis, IN 46227 | IN | 1991-01 | $5 |
11 | Marsh Foundation Inc | 9800 Crosspoint Blvd, Indianapolis, IN 46256-3300 | IN | 1996-05 | $1 |
12 | Calumet Gem & Mineral Society Inc, -0- | 510 Hampton Manor Drive, Valparaiso, IN 46385 | IN | 1996-04 | $0 |
13 | Charles A Halleck Scholarship Corporation | 3846 E Us Hwy 24, Monticello, IN 47960 | IN | 1995-04 | $0 |
14 | Christel R Helmchen Gapp Scholarship Fund Inc | 839 N 400 E, Valparaiso, IN 46383-9748 | IN | 1991-09 | $0 |
15 | Delaware County Sports Heritage Foundation Inc | Po Box 425, Muncie, IN 47308 | IN | 1991-02 | $0 |
16 | Earl J Brooks And Irene B Brooks Scholarship Trust Fund | 17 N Pennsylvania St, Greenfield, IN 46140-2066 | IN | 1986-03 | $0 |
17 | Eisenhower Memorial Scholarship Foundation Inc | 802 S Washington St, Bloomington, IN 47401-4644 | IN | 1970-10 | $0 |
18 | Friends Of The Eckhart Public Library Incorporated | Po Box 838, Auburn, IN 46706 | IN | 1997-10 | $0 |
19 | Global Relationship Scholarship Fund Inc | 133 Hideaway Ln, W Lafayette, IN 47906-1201 | IN | 1995-11 | $0 |
20 | Jonathan L Mitchell Memorial Foundation Inc | 6565 S County Road 200 W, Clayton, IN 46118 | IN | 1995-11 | $0 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Total | 3,412 |
Organization representatives - add corrected or new information about Russell Symmes Winchester Community High School Scholarship Trust »
Non-representatives - add comments about Russell Symmes Winchester Community High School Scholarship Trust»