C D & E K Williams Trust Fbo, Robert E Fitch Sr Hs 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
| C D & E K Williams Trust Fbo, Robert E Fitch Sr Hs | |
| Employer Identification Number (EIN) | 066031284 |
| Name of Organization | C D & E K Williams Trust Fbo |
| Secondary Name | Robert E Fitch Sr Hs |
| 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 | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $106,597 |
| Amount of Income | $40,925 |
| Form 990 Revenue Amount | $7,387 |
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 | $14,585 | $14,587 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,417 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $2 | |||
| Other | $12,166 | |||
| Total expenses and disbursements | $5,891 | $622 | $0 | $5,062 |
| Compensation of officers, directors, trustees, etc. | $969 | |||
| Total operating and administrative expenses | $1,750 | $622 | $921 | |
| Contributions, gifts, grants paid | $4,141 | |||
| Excess of revenue over expenses and disbursements | $8,694 | |||
| Net investment income | $13,965 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $111,052 | $112,689 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $96,413 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $7,932 | |
| Other | $6,707 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $111,052 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $12,166 |
| 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 | $279 |
| Total credits and payments | $150 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $150 |
| 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 | $129 |
| 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 | $112,431 |
| Net value of noncharitable-use assets | $110,740 |
| Minimum investment return | $5,537 |
| Distributable Amount (for 2012) | |
| Distributable amount | $5,258 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $5,258 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $616 |
| 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 | C A T C H Foundation | 7804 Scott St, Houston, TX 77051-1644 | TX | 2007-08 | $20,000 |
| 2 | C B & Anita Branch Trust, Branch C Benson Ttee | 103 Ranger Creek Rd, Boerne, TX 78006-5624 | TX | 1996-03 | $2,507,150 |
| 3 | C B Baird Jr Foundation | PO BOX 41629, Austin, TX 78704-0028 | TX | 2005-05 | $624,090 |
| 4 | C B Sacher Memorial Medical Library Foundation | 12750 Merit Dr Lb 10, Dallas, TX 75251-1214 | TX | 1986-01 | $32,906 |
| 5 | C Bar S Family Foundation | PO BOX 2392, Brenham, TX 77834-2392 | TX | 2002-01 | $211 |
| 6 | C Brewer Investments Reinsurance Ltd | 2425 W Pioneer Pkwy Ste 100, Arlington, TX 76013-6044 | TX | 2005-06 | $149,644 |
| 7 | C C A R E Inc | 6021 Agnes, Corpus Christi, TX 78409 | TX | 2002-07 | $1,197,088 |
| 8 | C C Ministries | 3500 Dunbar St, Dallas, TX 75215 | TX | 2014-01 | $5,635 |
| 9 | C C S Radio Inc | 3500 Cr 826, Buna, TX 77612 | TX | 2002-06 | $104,195 |
| 10 | C C Young Foundation | 4847 W Lawther Dr Ste 100, Dallas, TX 75214-1845 | TX | 2003-02 | $1,015,053 |
| 11 | C D & E K Williams Trust Fbo, Robert E Fitch Sr Hs | BANK OF AMERICA NA PO BOX 831, Dallas, TX 75283-1041 | TX | $40,925 | |
| 12 | C D Machac Memorial Scholarship Inc | PO BOX 222, Crowell, TX 79227 | TX | 2007-03 | $0 |
| 13 | C E Doolin Foundation | 6411 Northaven Rd, Dallas, TX 75230-3015 | TX | 1998-09 | $4,612,785 |
| 14 | C G Jung Educational Center Of Houston Texas | 5200 Montrose Blvd, Houston, TX 77006-6547 | TX | 1960-01 | $1,386,409 |
| 15 | C H And Elaine Warnken Jr Charitable Trust | PO BOX B, Pleasanton, TX 78064-0060 | TX | 1990-04 | $159,309 |
| 16 | C H Wilkinson Physician Network, Christus Medical Group | 1700 West Loop South, Houston, TX 77027-3005 | TX | 1996-06 | $88,050,874 |
| 17 | C I O S | PO BOX 20815, Waco, TX 76702-0815 | TX | 1987-02 | $2,373,605 |
| 18 | C J White Foundation | 1011 Herkimer St, Houston, TX 77008-6743 | TX | 1981-03 | $6,285 |
| 19 | C J Wrightsman Educational Fund Inc | 600 W 6th St Ste 300, Fort Worth, TX 76102-3685 | TX | 1966-04 | $26,100 |
| 20 | C L C Foundation | 2500 1001 Fannin Ste 2831, Houston, TX 77002 | TX | 1985-03 | $14,890 |
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