Lillian M Baker Charitable Trust 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
| Lillian M Baker Charitable Trust | |
| Employer Identification Number (EIN) | 046010588 |
| Name of Organization | Lillian M Baker Charitable Trust |
| In Care of Name | Bank Of Boston |
| Address | BANK OF AMERICA NA PO BOX 831, Dallas, TX 75283-1041 |
| Activities | 4947(a)(2) trust |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 08/1972 |
| 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 | $760,032 |
| Amount of Income | $408,220 |
| Form 990 Revenue Amount | $53,359 |
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 | $51,162 | $51,140 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $18,998 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $6 | |||
| Other | $32,158 | |||
| Total expenses and disbursements | $48,084 | $6,656 | $0 | $40,702 |
| Compensation of officers, directors, trustees, etc. | $10,781 | |||
| Total operating and administrative expenses | $12,584 | $6,656 | $5,202 | |
| Contributions, gifts, grants paid | $35,500 | |||
| Excess of revenue over expenses and disbursements | $3,078 | |||
| Net investment income | $44,484 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $775,165 | $785,303 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $675,525 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $46,377 | |
| Other | $53,263 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $775,165 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $32,158 |
| 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 | $445 |
| Total credits and payments | $1,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,000 |
| 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 | $555 |
| Amount to be credited to 2013 estimated tax | $448 |
| 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 | $786,280 |
| Net value of noncharitable-use assets | $774,480 |
| Minimum investment return | $38,724 |
| Distributable Amount (for 2012) | |
| Distributable amount | $38,279 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $38,279 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $31,394 |
| 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 | Love Infinite | 2109 Far Gallant Dr, Austin, TX 78746-1813 | TX | 2006-08 | $0 |
| 2 | Leadership Training Ministries Inc | 17150 Butte Creek Rd Ste 100, Houston, TX 77090-2330 | TX | 2000-10 | $550,852 |
| 3 | Lifechange Ministries Inc | 4089 Hogan Dr Unit 2214, Tyler, TX 75709-7001 | TX | 2009-04 | $55,531 |
| 4 | Lillian Udell Lawrence Tr | BANK OF AMERICA NA PO BOX 831, Dallas, TX 75283-1041 | TX | 1997-07 | $1,204,503 |
| 5 | Lee Matherne Family Foundation | 5615 Kirby Drive, Houston, TX 77005-2445 | TX | 2002-01 | $1 |
| 6 | The Kabacoff Family Foundation | 4106 Avenue F, Austin, TX 78751-4624 | TX | 1995-12 | $107,614 |
| 7 | Louisiana Association Of Waterway Operators And Shipyards | PO BOX 1745, Houston, TX 77251-1745 | TX | 1988-10 | $91,957 |
| 8 | Larry And Anita Miller Familyfoundation | 8 Esquire, San Antonio, TX 78257-1384 | TX | 2007-02 | $107,825 |
| 9 | Living Praise Ministries | 14630 Whistling Oak Dr, Montgomery, TX 77356-2432 | TX | 1986-05 | $57,772 |
| 10 | Language Of Dance Center Inc | 5217 Old Spicewood Springs Rd 2004, Austin, TX 78731 | TX | 1999-03 | $49,610 |
| 11 | Lillian M Baker Charitable Trust | BANK OF AMERICA NA PO BOX 831, Dallas, TX 75283-1041 | TX | 1972-08 | $408,220 |
| 12 | Laon Air Police Association | 7541 David Dr, N Richlnd Hls, TX 76180-6349 | TX | 2001-11 | $2,911 |
| 13 | Langtree-Duck Farm Eco Center | 2825 County Road 190, Raymond, TX 77582 | TX | 2002-06 | $205,400 |
| 14 | Langtry Village Inc | 2200 N Pecos, Midland, TX 79705-7658 | TX | 1989-05 | $556,339 |
| 15 | Language Learning Center-Brazos Valley Inc | 943 William D Fitch Pkwy Ste 301, College Sta, TX 77845-6366 | TX | 2000-02 | $135,393 |
| 16 | Lanham Foundation | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1953-03 | $762,185 |
| 17 | Lanie Hannah Benefit Fund | 201 Patrick Creek Rd, Weatherford, TX 76087 | TX | 2006-05 | $-1,300 |
| 18 | Lanier Middle School Parent Teacher Organization | 2600 Woodhead St, Houston, TX 77098-1615 | TX | 2002-06 | $154,722 |
| 19 | Lanier Operating Foundation | 1110 N Post Oak Rd Ste 100, Houston, TX 77055-7228 | TX | 1972-08 | $0 |
| 20 | Sri Lanka Outreach | 209 Magic Lane, Sunnyvale, TX 75182-9349 | TX | 2004-05 | $0 |
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