Zelson Charitable Foundation, Zelson Linda K & James Walters Ttee in Saint Louis, 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
| Zelson Charitable Foundation, Zelson Linda K & James Walters Ttee | |
| Employer Identification Number (EIN) | 436851264 |
| Name of Organization | Zelson Charitable Foundation |
| Secondary Name | Zelson Linda K & James Walters Ttee |
| In Care of Name | Joseph A Zelson |
| Address | 1724 Rosearbor Dr, Saint Louis, MO 63146-4725 |
| Subsection | Charitable Organization |
| Ruling Date | 12/2001 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $20,495 |
| Amount of Income | $1,264 |
| Form 990 Revenue Amount | $812 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
Non-representatives - add comments:
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 | $1,264 | $1,264 | $1,264 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,264 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $2,857 | $0 | $0 | $1,730 |
| Compensation of officers, directors, trustees, etc. | $225 | |||
| Total operating and administrative expenses | $1,127 | $0 | $0 | |
| Contributions, gifts, grants paid | $1,730 | |||
| Excess of revenue over expenses and disbursements | $-1,593 | |||
| Net investment income | $1,264 | |||
| Adjusted net income | $1,264 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $20,495 | $23,455 |
| Cash - non-interest-bearing | $147 | |
| Investments-U.S. and state government obligations | $5,211 | |
| Investments-corporate stock | $15,137 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $20,495 | |
| 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 | $13 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $13 |
| 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? | 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? | 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 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 | $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 | Young Womens Christian Assn Of St Joseph | 304 N 8th St, St Joseph, MO 64501-1927 | MO | 1942-12 | $3,427,165 |
| 2 | Youth And Family Center | 818 Cass Ave, Saint Louis, MO 63106-4505 | MO | 1977-09 | $679,724 |
| 3 | Youth Benefit Corporation No 129 | 9939 Gravois Rd, St Louis, MO 63123-4211 | MO | 1995-05 | $84,492 |
| 4 | Youth Business League | 701 Indiana Ave, Kansas City, MO 64124-2626 | MO | 1993-06 | $4,630 |
| 5 | Youth Volunteer Corps Of America | 1025 Jefferson St, Kansas City, MO 64105-1329 | MO | 1992-03 | $331,001 |
| 6 | Youth Educational Services | PO BOX 302, Shelbyville, MO 63469-0302 | MO | 1995-05 | $138,921 |
| 7 | Youth Excited About Sports | 130 Sw State Route 13, Warrensburg, MO 64093-7709 | MO | 2000-08 | $100,416 |
| 8 | Youth First Corporate, Young Faith In Christ | PO BOX 765, Farmington, MO 63640-0765 | MO | 2008-01 | $119,410 |
| 9 | Youth Lifeline America Inc | 1630 Market Center Dr, O Fallon, MO 63368-8407 | MO | 2002-02 | $414,074 |
| 10 | Youth Soccer Association Of Greater St Joseph | 2507 N Riverside Rd, Saint Joseph, MO 64507-8751 | MO | 1986-06 | $625,712 |
| 11 | Zelson Charitable Foundation, Zelson Linda K & James Walters Ttee | 1724 Rosearbor Dr, Saint Louis, MO 63146-4725 | MO | 2001-12 | $1,264 |
| 12 | Zeta Beta Tau Fraternity | 7120 Forsyth Blvd, Saint Louis, MO 63105-2123 | MO | 1940-10 | $97,998 |
| 13 | Zion Cemetery Association Endowed Care Trust | 8077 Maryland Ave, Clayton, MO 63105-3717 | MO | 1995-07 | $437,240 |
| 14 | Zion Corner Development Inc | 6633 Delmar Blvd, Saint Louis, MO 63130-4505 | MO | 1998-07 | $197,845 |
| 15 | Zion Housing Inc | 6633 Delmar Blvd, Saint Louis, MO 63130-4505 | MO | 2001-06 | $182,253 |
| 16 | Zions Hope Inc | 2425 S Crysler Ave, Independence, MO 64052-3264 | MO | 1977-01 | $68,510 |
| 17 | Zoe Foundation Inc | Po Box 481772, Kansas City, MO 64148 | MO | 2009-08 | $98,626 |
| 18 | Zonta Club Of Cape Girardeau Area Foundation | P O Box 1601, Cape Girardeau, MO 63702-1601 | MO | 2003-12 | $16,938 |
| 19 | Zonta Club Of St Louis Charitable Trust, St Louis | PO BOX 170083, St Louis, MO 63117-7783 | MO | 1997-06 | $734,686 |
| 20 | Zonta Club Of Jefferson City | P O Box 106021, Jefferson City, MO 65110 | MO | 1964-07 | $15,438 |
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