Buel S Williams Testamentary Trust 001392 in Chillicothe, Missouri (MO)
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
| Buel S Williams Testamentary Trust 001392 | |
| Employer Identification Number (EIN) | 911979681 |
| Name of Organization | Buel S Williams Testamentary Trust 001392 |
| In Care of Name | Citizens Bank And Trust Co Ttee |
| Address | 515 Washington St, Chillicothe, MO 64601-2523 |
| Subsection | Charitable Organization |
| Ruling Date | 04/2009 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $1,228,706 |
| Amount of Income | $438,154 |
| Form 990 Revenue Amount | $39,920 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2010: $438,154 (it was $39,920 in 2011)
| This organization: | $438,154 |
| Other organizations performing similar types of work: | $103,138 |
Assets in 2010: $1,228,706 (it was $1,187,179 in 2011)
| Buel S Williams Testamentary Trust 001392: | $1,228,706 |
| Other organizations performing similar types of work: | $338,623 |
Expenses in 2011: $81,447
| This organization: | $81,447 |
| Other organizations performing similar types of work: | $46,867 |
Income to expenses ratio in 2011: 5.4
| Buel S Williams Testamentary Trust 001392: | 5.4 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2011: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 79.6% |
Revenue for 2011
Expenses for 2011
Assets 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 | $39,920 | $39,920 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $26 | |||
| Dividends and interest from securities | $25,603 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $14,291 | |||
| Total expenses and disbursements | $81,447 | $12,503 | $0 | $68,643 |
| Compensation of officers, directors, trustees, etc. | $17,861 | |||
| Total operating and administrative expenses | $19,938 | $12,503 | $7,134 | |
| Contributions, gifts, grants paid | $61,509 | |||
| Excess of revenue over expenses and disbursements | $-41,527 | |||
| Net investment income | $27,417 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,187,179 | $1,330,112 |
| Cash - non-interest-bearing | $96 | |
| Investments-U.S. and state government obligations | $284,874 | |
| Investments-corporate stock | $274,488 | |
| Investments-corporate bonds | $253,534 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $277,305 | |
| Other | $96,882 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,187,179 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $14,291 |
| 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 | $548 |
| Total credits and payments | $360 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $360 |
| 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 | $188 |
| 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 | $1,378,051 |
| Net value of noncharitable-use assets | $1,357,380 |
| Minimum investment return | $67,869 |
| Distributable Amount (for 2011) | |
| Distributable amount | $67,321 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $67,321 |
| 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 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The@hagan Trust | PO BOX 1225, Columbia, MO 65205-1225 | MO | 2008-04 | $36,277,251 |
| 2 | Sidney R Baer Jr Foundation | PO BOX 387, St Louis, MO 63166-0387 | MO | 2000-05 | $12,049,191 |
| 3 | D&n Ross Family Foundation | PO BOX 16550, Clayton, MO 63105-1050 | MO | 2013-09 | $6,667,448 |
| 4 | The Vivian And Hymie J Sosland Charitable Trust | PO BOX 30067, Kansas City, MO 64112-0667 | MO | 2008-04 | $5,765,316 |
| 5 | Barbara And Helen Brown Family Foundation | 1052 S Kirkwood Rd, Saint Louis, MO 63122-7200 | MO | 2009-12 | $5,324,960 |
| 6 | Jmg Foundation | PO BOX 775280, Saint Louis, MO 63177-5280 | MO | 2011-09 | $4,583,137 |
| 7 | The Roetheli - Lil Red - Foundation | 1906 Swift Ave, N Kansas City, MO 64116-3422 | MO | 2006-11 | $3,074,766 |
| 8 | H Tony And Marti Oppenheimer Foundation | 132 Westwoods Dr, Liberty, MO 64068-1181 | MO | 2013-02 | $2,815,350 |
| 9 | World Wide Technology Foundation | 60 Weldon Pkwy, Maryland Hts, MO 63043-3202 | MO | 2009-02 | $2,667,655 |
| 10 | Shanahan Family Foundation, Shanahan Michael F Sr Et Al Ttee | 424 S Woods Mill Rd Ste 325, Chesterfield, MO 63017-3479 | MO | 2004-07 | $2,626,701 |
| 11 | Louis W Riethmann Jr Foundation | PO BOX 11356, Clayton, MO 63105-0156 | MO | 2013-08 | $2,308,706 |
| 12 | Leon And Mary Strauss Charitable Foundation Tr, Mary Strauss Ttee | 17 Westmoreland Pl, Saint Louis, MO 63108-1227 | MO | 2010-03 | $2,212,007 |
| 13 | William Edgar Charitable Foundation | PO BOX 387, Saint Louis, MO 63166-0387 | MO | 1999-12 | $2,183,540 |
| 14 | Chapman Family Foundation, Robert Hall Chapman Ttee | 8020 Forsyth Blvd, St Louis, MO 63105-1707 | MO | 2009-06 | $1,799,537 |
| 15 | Milton Gaebler Charitable Foundation | PO BOX 387, Saint Louis, MO 63166-0387 | MO | 2011-02 | $1,727,562 |
| 16 | Rubin Family Foundation | 7711 Bonhomme Ave Ste 400, Clayton, MO 63105-1908 | MO | 2003-04 | $1,565,905 |
| 17 | Larson Financial Foundation, Co Paul D Larson | 1015 Corporate Square Dr Ste 300, Saint Louis, MO 63132-2938 | MO | 2012-01 | $1,397,377 |
| 18 | Tella Nalluri Family Foundation | 16900 S Stonehaven Dr, Vlg Loch Loyd, MO 64012-4100 | MO | 2007-03 | $1,333,591 |
| 19 | The Larry And Nancy Oreilly Family Foundation, Oreilly Larry Ttee | 2831 S Ingram Mill Rd, Springfield, MO 65804-4043 | MO | 2000-08 | $1,306,905 |
| 20 | William F And Mary Louise Wischmeyer Family Foundation | 4501 Lindell Blvd Apt 16b, Saint Louis, MO 63108-2039 | MO | 2002-10 | $1,301,074 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 20,448 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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