Dr Edward Dana Mitchell Trust in Memphis, Tennessee (TN)
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 Tennessee
| Dr Edward Dana Mitchell Trust | |
| Employer Identification Number (EIN) | 626139683 |
| Name of Organization | Dr Edward Dana Mitchell Trust |
| In Care of Name | Union Planters Bank Ttee |
| Address | 1100 Ridgeway Loop Rd Ste 520, Memphis, TN 38120-4054 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 08/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,992,738 |
| Amount of Income | $430,659 |
| Form 990 Revenue Amount | $101,575 |
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 | $101,575 | $101,575 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $6 | |||
| Dividends and interest from securities | $65,154 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $36,415 | |||
| Total expenses and disbursements | $119,444 | $12,210 | $0 | $107,234 |
| Compensation of officers, directors, trustees, etc. | $22,756 | |||
| Total operating and administrative expenses | $23,588 | $12,210 | $11,378 | |
| Contributions, gifts, grants paid | $95,856 | |||
| Excess of revenue over expenses and disbursements | $-17,869 | |||
| Net investment income | $89,365 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,992,738 | $2,178,515 |
| Cash - non-interest-bearing | $3,657 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $990,004 | |
| Investments-corporate bonds | $998,690 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $387 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,992,738 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $36,415 |
| 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 | $1,787 |
| Total credits and payments | $1,984 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,984 |
| 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 |
| Overpayment | $197 |
| Amount to be credited to 2013 estimated tax | $197 |
| 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 | $2,182,477 |
| Net value of noncharitable-use assets | $2,149,740 |
| Minimum investment return | $107,487 |
| Distributable Amount (for 2012) | |
| Distributable amount | $105,700 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $105,700 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $94,322 |
| 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 Tennessee | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Down Syndrome Association Of Memphis | 2893 S Mendenhall Rd Ste 3, Memphis, TN 38115-2223 | TN | 2003-05 | $197,982 |
| 2 | Down Syndrome Association Of Middle Tennessee | 111 N Wilson Blvd, Nashville, TN 37205-2411 | TN | 1997-08 | $333,168 |
| 3 | Down Syndrome Awareness Group Of East Tennessee | PO BOX 53575, Knoxville, TN 37950-3575 | TN | 1992-09 | $84,047 |
| 4 | Downing Ministries | PO BOX 767, Hendersonvlle, TN 37077-0767 | TN | 1988-12 | $120,047 |
| 5 | Downline Ministries | PO BOX 770296, Memphis, TN 38177-0296 | TN | 2005-04 | $1,997,558 |
| 6 | Downtown Kingsport Association | 229 Broad St, Kingsport, TN 37660-4203 | TN | 1973-11 | $325,314 |
| 7 | Downtown Memphis Ministry Inc | PO BOX 241078, Memphis, TN 38124-1078 | TN | 1988-06 | $311,491 |
| 8 | Downtown Neighborhood Association Inc | PO BOX 3051, Memphis, TN 38173-0051 | TN | 1993-05 | $15,278 |
| 9 | Doyle Bowen Memorial Park Inc | PO BOX 272, Centerville, TN 37033-0272 | TN | 1993-10 | $21,305 |
| 10 | Dr & Mrs J F Adams Memorial Association Inc | 212 College St, Woodbury, TN 37190-1402 | TN | 1964-12 | $182,337 |
| 11 | Dr Edward Dana Mitchell Trust | 1100 Ridgeway Loop Rd Ste 520, Memphis, TN 38120-4054 | TN | 1992-12 | $430,659 |
| 12 | Dr Ekvadee Piyasombatkul Sangrose Foundation | 5018 Suter Ct, Nashville, TN 37211-5131 | TN | 2002-07 | $57,715 |
| 13 | Dr J E Green Educational Trust, 370-2311000045 | Regions Bank - Trust Department, Chattanooga, TN 37402 | TN | 2006-12 | $339,193 |
| 14 | Dr Martin Luther King Jr Commemorative Commission Inc | PO BOX 155, Knoxville, TN 37901 | TN | 1999-12 | $72,638 |
| 15 | Dr Martin Luther King Jr Scholarship Fund Of Rutherford | PO BOX 331382, Murfreesboro, TN 37133-1382 | TN | 2002-03 | $67,656 |
| 16 | Drake Foundation Inc | 482 Halle Park Dr Ste 101, Collierville, TN 38017-7089 | TN | 1997-11 | $172,657 |
| 17 | Dramatic Encounter | 2000 Mallory Lane 130-057, Franklin, TN 37067-8209 | TN | 2007-06 | $87,679 |
| 18 | Dream Center Of Jackson | 49 Old Hickory Blvd E, Jackson, TN 38305-4551 | TN | 2007-08 | $273,166 |
| 19 | Dream Interfaith Ministries Inc, D I M | 4284 Shelby Rd, Millington, TN 38053-2273 | TN | 2005-02 | $304,730 |
| 20 | Dremco Credit Union, James Martin | PO BOX 89, Shelbyville, TN 37162-0089 | TN | 1952-06 | $66,134 |
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