Sandra & Richard L Berkley Fnd in Kansas City, 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
- Other organizations in Missouri
| Sandra & Richard L Berkley Fnd | |
| Employer Identification Number (EIN) | 436076381 |
| Name of Organization | Sandra & Richard L Berkley Fnd |
| Address | 819 E 19th St, Kansas City, MO 64108-1703 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 11/1968 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000 to $24,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $22,150 |
| Amount of Income | $18,403 |
| Form 990 Revenue Amount | $15,748 |
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 | $7,220 | $1,617 | $481 | |
| Contributions, gifts, grants, etc., received | $5,603 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $481 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $1,136 | |||
| Gross sales less returns and allowances | $-2,071 | |||
| Less: Cost of goods sold | $3,207 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $7,527 | $312 | $312 | $7,527 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $312 | $312 | $312 | |
| Contributions, gifts, grants paid | $7,215 | |||
| Excess of revenue over expenses and disbursements | $-307 | |||
| Net investment income | $1,617 | |||
| Adjusted net income | $169 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $13,594 | $8,988 |
| Cash - non-interest-bearing | $294 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $8,300 | |
| Investments-corporate bonds | $5,000 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $13,594 | |
| 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 | $32 |
| Total credits and payments | $436 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $436 |
| 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 | $404 |
| Amount to be credited to 2013 estimated tax | $404 |
| 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 | $11,037 |
| Net value of noncharitable-use assets | $10,880 |
| Minimum investment return | $544 |
| Distributable Amount (for 2012) | |
| Distributable amount | $512 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $512 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $512 |
| 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 Missouri | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Samaritan Counseling Center Inc | 902 Edmond St Ste 203, Saint Joseph, MO 64501-2762 | MO | 1993-01 | $904,483 |
| 2 | Samaritan Memorial Foundation | 1205 N Missouri St, Macon, MO 63552-2095 | MO | 1994-11 | $130,410 |
| 3 | Samaritan Outreach Center | PO BOX 311, West Plains, MO 65775-0311 | MO | 1990-05 | $74,446 |
| 4 | Samuel Arthur & Pauline Belle Hann Charitable Foundation Inc | 4100 N Mulberry Dr Ste 109, Kansas City, MO 64116-1700 | MO | 1993-08 | $821,016 |
| 5 | Samuel Honigberg Foundation Inc | 1 New Ballas Pl Apt 221, Saint Louis, MO 63146-8706 | MO | 1964-03 | $6,093 |
| 6 | Samuel Hutson Jr Foundation, Hutson Cordell Ttee | 6104 Kentucky Ave, Raytown, MO 64133-3765 | MO | 2003-02 | $1 |
| 7 | Samuel U Rodgers Health Center Inc | 825 Euclid Ave, Kansas City, MO 64124-2323 | MO | 1969-03 | $17,849,664 |
| 8 | San Luis Apartments Inc | 20 Archbishop May Dr, St Louis, MO 63119-5738 | MO | 1975-01 | $0 |
| 9 | Sanctuary In The Ordinary | 2752 Lafayette Ave, Saint Louis, MO 63104-2040 | MO | 1998-08 | $181,496 |
| 10 | Sander Foundation | 524 High Hampton Rd, St Louis, MO 63124-1014 | MO | 2005-02 | $1,023,818 |
| 11 | Sandra & Richard L Berkley Fnd | 819 E 19th St, Kansas City, MO 64108-1703 | MO | 1968-11 | $18,403 |
| 12 | Sanford And Gloria Spitzer Family Foundation | 2217 Croydon Walk, Saint Louis, MO 63131-3253 | MO | 2002-07 | $102,714 |
| 13 | Sant Foundation | 9 Ridgewood St, Saint Louis, MO 63124-1849 | MO | 1987-02 | $12,787 |
| 14 | Santa Fe Trail Neighborhood Community Development Corporation | PO BOX 2137, Independence, MO 64055-0037 | MO | 1999-03 | $19,145 |
| 15 | Santas Helpers Inc | 7832 Balson Ave, Saint Louis, MO 63130-3624 | MO | 1994-12 | $38,428 |
| 16 | Saponi Nation Of Missouri Mahenips Band | 2 Cemetery Ln, Thayer, MO 65791 | MO | 2000-05 | $0 |
| 17 | Sappington School Fund Trustees | PO BOX 40, Marshall, MO 65340-0040 | MO | 1988-06 | $874 |
| 18 | Sara Jean Revocable Trust | PO BOX 11356, Clayton, MO 63105-0156 | MO | 2008-06 | $175,740 |
| 19 | Sarah Beth Mccoy Fdn | 5422 Se Road 125, Easton, MO 64443 | MO | 2002-08 | $20,234 |
| 20 | Sarcoxie Rental Housing Corp | 3609 E 20th St, Joplin, MO 64801-5849 | MO | 1977-02 | $133,645 |
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