Five Oaks Foundation, Anthony W Collier Ttee in Forsyth, 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
| Five Oaks Foundation, Anthony W Collier Ttee | |
| Employer Identification Number (EIN) | 456939469 |
| Name of Organization | Five Oaks Foundation |
| Secondary Name | Anthony W Collier Ttee |
| In Care of Name | Anthony W Collier |
| Address | 15366 Us Highway 160, Forsyth, MO 65653-8107 |
| Subsection | Charitable Organization |
| Ruling Date | 12/2012 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $1 to $9,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $647 |
| Amount of Income | $18,000 |
| Form 990 Revenue Amount | $18,000 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Operating Foundations |
Non-representatives - add comments:
Amount of income in 2012: $18,000
| This organization: | $18,000 |
| Other organizations performing similar types of work: | $45,945 |
Assets in 2012: $647
| This organization: | $647 |
| Other organizations performing similar types of work: | $120,180 |
Expenses in 2012: $17,353
| Five Oaks Foundation, Anthony W Collier Ttee: | $17,353 |
| Other organizations performing similar types of work: | $39,714 |
Income to expenses ratio in 2012: 1.0
| This organization: | 1.0 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 100.0%
| Five Oaks Foundation, Anthony W Collier Ttee: | 100.0% |
| Other organizations performing similar types of work: | 2.2% |
| 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 | $18,000 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $18,000 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $17,353 | $0 | $0 | $17,353 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $0 | $0 | $0 | |
| Contributions, gifts, grants paid | $17,353 | |||
| Excess of revenue over expenses and disbursements | $647 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $647 | $647 |
| Cash - non-interest-bearing | $647 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $647 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | Yes |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | $1 | $0 | $0 | $0 | $1 |
| Qualifying distributions made directly for active conduct of exempt activities | $17,353 | $0 | $0 | $0 | $17,353 |
| Value of all assets | $647 | $0 | $0 | $0 | $647 |
| 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 | Carolands Foundation | 565 Remillard Dr, Hillsborough, CA 94010-6739 | CA | 2013-07 | $131,910,484 |
| 2 | Jones-Seelinger-Johannes Family Foundation | 1517 E Bradford Pkwy, Springfield, MO 65804-6566 | MO | 1999-06 | $828,925 |
| 3 | Youth Lifeline America Inc | 1630 Market Center Dr, O Fallon, MO 63368-8407 | MO | 2002-02 | $414,074 |
| 4 | Peace Partnership | 605 Ne Woods Chapel Rd, Lees Summit, MO 64064-1900 | MO | 2013-07 | $360,744 |
| 5 | Mildred Brady And Rena Martin Charitable Eye Foundation | 1609 Dunmorr Dr, Des Peres, MO 63131-3830 | MO | 2002-12 | $191,247 |
| 6 | Scott Foundation | 1065 Executive Parkway Dr Ste 300, Saint Louis, MO 63141-6368 | MO | 2004-12 | $171,794 |
| 7 | Friends Of The Garden Inc | PO BOX 8566, Springfield, MO 65801-8566 | MO | 2001-09 | $144,767 |
| 8 | John And Susan Horseman Foundation For American Art | 3 Cityplace Dr Ste 290, Saint Louis, MO 63141-7088 | MO | 2015-02 | $91,025 |
| 9 | Esse Health Foundation | 12655 Olive Blvd 4th Floor, St Louis, MO 63141-6362 | MO | 2012-07 | $50,057 |
| 10 | The Virginia Satir Global Network | 6014 Nw Highway 9 Suite B, Parkville, MO 64152-3670 | MO | 2002-09 | $34,187 |
| 11 | Gordon W Warren And Maxine Warren Fam Charitable Tr, Buchanan Florence Ttee | PO BOX 520, Richland, MO 65556-0520 | MO | 2001-06 | $27,221 |
| 12 | Phoenix Metro Of St Louis Inc | 211 N Broadway Ste 3600, Saint Louis, MO 63102-2769 | MO | 2008-03 | $18,880 |
| 13 | Five Oaks Foundation, Anthony W Collier Ttee | 15366 Us Highway 160, Forsyth, MO 65653-8107 | MO | 2012-12 | $18,000 |
| 14 | Rvs On A Mission, Roam | 230 E 130 Court, Kansas City, MO 64145 | MO | 2011-06 | $16,554 |
| 15 | Drugbusters Inc | 3202 Pulaski St, Saint Louis, MO 63111-1507 | MO | 2006-10 | $8,478 |
| 16 | Snowangel Foundation Inc | 3019 Fireweed Ct, Florissant, MO 63031-1036 | MO | 2003-04 | $62 |
| 17 | Rita Blitt Foundation | PO BOX 415044, Kansas City, MO 64141-5044 | MO | 2008-07 | $6 |
| 18 | Orthopedic Care Foundation | 1040 N Mason Rd Ste G03, Saint Louis, MO 63141-6360 | MO | 2004-12 | $1 |
| 19 | Cross Trails Foundation Inc | 18300 E Union School Rd, Independence, MO 64058-1979 | MO | 2013-06 | $0 |
| 20 | Northern Plains Foundation | 13321 N Outer 40 Rd Ste 100, Chesterfield, MO 63017-5945 | MO | 2014-07 | $0 |
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