Albion G Peirce Trust Fbo, Peirce Marion in Dallas, Texas (TX)
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 Texas
| Albion G Peirce Trust Fbo, Peirce Marion | |
| Employer Identification Number (EIN) | 046119284 |
| Name of Organization | Albion G Peirce Trust Fbo |
| Secondary Name | Peirce Marion |
| In Care of Name | Fleet Private Clients Group |
| Address | BANK OF AMERICA NA PO BOX 831, Dallas, TX 75283-1041 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $712,164 |
| Amount of Income | $224,080 |
| Form 990 Revenue Amount | $27,685 |
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 | $49,946 | $49,878 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $16,857 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $3 | |||
| Other | $33,086 | |||
| Total expenses and disbursements | $37,242 | $6,713 | $0 | $30,528 |
| Compensation of officers, directors, trustees, etc. | $10,446 | |||
| Total operating and administrative expenses | $11,937 | $6,713 | $5,223 | |
| Contributions, gifts, grants paid | $25,305 | |||
| Excess of revenue over expenses and disbursements | $12,704 | |||
| Net investment income | $43,165 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $714,956 | $702,455 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $696,864 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $18,092 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $714,956 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $33,086 |
| 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 | $863 |
| Total credits and payments | $416 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $416 |
| 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 | $447 |
| 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 | $689,817 |
| Net value of noncharitable-use assets | $679,480 |
| Minimum investment return | $33,974 |
| Distributable Amount (for 2012) | |
| Distributable amount | $33,111 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $33,111 |
| 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 Texas | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Albany Foundation | 807 Las Cimas Pkwy Ste 370, Austin, TX 78746-6183 | TX | 2003-05 | $2,244,202 |
| 2 | Albert & Bessie Mae Kronkosky Char Fndtn 3005500-3136454 | 112 E Pecan St Ste 830, San Antonio, TX 78205-1574 | TX | 1991-03 | $123,930,137 |
| 3 | Albert & Mary Dick Betty Zoe Scholarship Fund | 303 Byron Ln, Victoria, TX 77901-2520 | TX | 2006-11 | $7,000 |
| 4 | Albert & Mary Dick Charitable Trust | One Oconnor Plaza, Victoria, TX 77901-6502 | TX | $412,818 | |
| 5 | Cutter Albert B Memorial Fd | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1939-03 | $1,170,920 |
| 6 | Albert E & Myrtle Gunn York Trust | One Oconnor Plaza, Victoria, TX 77901-6502 | TX | 2002-06 | $671,517 |
| 7 | Albert G & Eleanore J Barsh Endowment Tr | 1401 Avd Q, Lubbock, TX 79401 | TX | 2003-02 | $1,128,535 |
| 8 | Tuw Albert J Mehl | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1993-08 | $318,245 |
| 9 | Albert L Mckay Charitable Trust For Underprivileged Children | 6005 99th St, Lubbock, TX 79424-3823 | TX | $9,013 | |
| 10 | Albert W & Clemmie Caster Foundation | 108 Emeralds Dr, Burnet, TX 78611-2887 | TX | 1989-07 | $1,086 |
| 11 | Albion G Peirce Trust Fbo, Peirce Marion | BANK OF AMERICA NA PO BOX 831, Dallas, TX 75283-1041 | TX | $224,080 | |
| 12 | Albion Hurricanes F C | PO BOX 550122, Houston, TX 77255-0122 | TX | 1996-10 | $3,294,398 |
| 13 | Alcatel Lucent Foundation | 601 Data Dr, Plano, TX 75075-7839 | TX | 1997-03 | $1,010,747 |
| 14 | Alcocer Montero Foundation | 5812 Standing Rock Dr, Austin, TX 78730-2819 | TX | 2004-04 | $83,955 |
| 15 | Alcohol & Drug Abuse Council For The Concho Valley | 3553 W Houston Harte Expy, San Angelo, TX 76901-2664 | TX | 1965-05 | $1,440,885 |
| 16 | Alcohol And Drug Abuse Council Of Deep East Texas Inc | PO BOX 384, Lufkin, TX 75902-0384 | TX | 1983-03 | $1,913,873 |
| 17 | Alcohol Drug Abuse Womens Center Inc | 201 1st St, Galveston, TX 77550-5704 | TX | 1987-01 | $496,704 |
| 18 | Alcoholic Recovery Center | 412 E 16th Ave, Amarillo, TX 79101-4302 | TX | 1971-04 | $274,537 |
| 19 | Alcoholic Services Knocks For Women | 224 Buddy Holly Ave, Lubbock, TX 79401-1435 | TX | 1983-04 | $64,674 |
| 20 | Alcoholics Anonymous Cedar Park Hope Group | PO BOX 160, Cedar Park, TX 78630-0160 | TX | 1999-07 | $27,891 |
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