Victoria Owen Klein Family Foundation, Bryan Fred D Ttee in Brentwood, 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
- Organizations performing similar types of work
| Victoria Owen Klein Family Foundation, Bryan Fred D Ttee | |
| Employer Identification Number (EIN) | 621839796 |
| Name of Organization | Victoria Owen Klein Family Foundation |
| Secondary Name | Bryan Fred D Ttee |
| In Care of Name | Fred D Bryan |
| Address | PO BOX 1728, Brentwood, TN 37024-1728 |
| Subsection | Charitable Organization |
| Ruling Date | 03/2001 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $735,337 |
| Amount of Income | $211,477 |
| Form 990 Revenue Amount | $10,486 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations |
Non-representatives - add comments:
Amount of income in 2012: $211,477 (it was $10,486 in 2011)
| Victoria Owen Klein Family Foundation, Bryan Fred D Ttee: | $211,477 |
| Other organizations performing similar types of work: | $107,502 |
Assets in 2012: $735,337 (it was $739,030 in 2011)
| This organization: | $735,337 |
| Other organizations performing similar types of work: | $322,766 |
Expenses in 2012: $45,010
| This organization: | $45,010 |
| Other organizations performing similar types of work: | $58,249 |
Income to expenses ratio in 2012: 4.7
| This organization: | 4.7 |
| Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2012: 0.0%
| Victoria Owen Klein Family Foundation, Bryan Fred D Ttee: | 0.0% |
| Other organizations performing similar types of work: | 98.7% |
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 | $49,126 | $49,126 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $14 | |||
| Dividends and interest from securities | $12,855 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $36,257 | |||
| Total expenses and disbursements | $45,010 | $10 | $0 | $45,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $10 | $10 | $0 | |
| Contributions, gifts, grants paid | $45,000 | |||
| Excess of revenue over expenses and disbursements | $4,116 | |||
| Net investment income | $49,116 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $735,337 | $816,571 |
| Cash - non-interest-bearing | $7,508 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $727,829 | |
| 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 | $735,337 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $36,257 |
| 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 | $982 |
| Total credits and payments | $18,250 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $18,250 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $4 |
| Tax due | $0 |
| Overpayment | $17,264 |
| Amount to be credited to 2013 estimated tax | $1,000 |
| 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? | No |
| 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 | $819,063 |
| Net value of noncharitable-use assets | $806,780 |
| Minimum investment return | $40,339 |
| Distributable Amount (for 2012) | |
| Distributable amount | $39,357 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $39,357 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Tennessee Health Foundation Inc | 1 Cameron Hill Circle, Chattanooga, TN 37402-9815 | TN | 2003-12 | $28,237,369 |
| 2 | Regal Foundation | 7132 Regal Ln, Knoxville, TN 37918-5803 | TN | 2005-03 | $5,809,097 |
| 3 | The Emmy Lou Tompkins Foundation | 2020 Willowmet Ln, Brentwood, TN 37027-8949 | TN | 1999-02 | $1,223,863 |
| 4 | Vitalogy Foundation | PO BOX 340020, Nashville, TN 37203-0020 | TN | 2006-11 | $1,102,736 |
| 5 | Footwear Industry Charitable Trust | 2900 Lebanon Pike Ste 210, Nashville, TN 37214-2555 | TN | 2008-02 | $1,041,364 |
| 6 | Pedigree Foundation | 315 Cool Springs Blvd, Franklin, TN 37067-1632 | TN | 2007-10 | $962,871 |
| 7 | Joey And Deborah Jacobs Family Foundation, Joey A Jacobs Ttee | PO BOX 1869, Brentwood, TN 37024-1869 | TN | 2010-12 | $675,139 |
| 8 | Blum Family Foundation | 909 Bowring Park, Nashville, TN 37215-2456 | TN | 2002-02 | $628,086 |
| 9 | Ramsey Family Foundation Trust | 1749 Mallory Lane, Brentwood, TN 37027-2931 | TN | 2012-03 | $513,359 |
| 10 | Schatz Family Foundation | 4412 Alcott Dr, Nashville, TN 37215-4028 | TN | 2012-03 | $332,441 |
| 11 | Gary Douglas Sasser & Colleen Gill Mcpherson Charitable Foundation Tr | PO BOX 3166, Cookeville, TN 38502-3166 | TN | 2012-09 | $315,850 |
| 12 | Wtc Foundation | 425 Jackson Blvd, Nashville, TN 37205-3425 | TN | 2006-10 | $227,928 |
| 13 | Victoria Owen Klein Family Foundation, Bryan Fred D Ttee | PO BOX 1728, Brentwood, TN 37024-1728 | TN | 2001-03 | $211,477 |
| 14 | Diversicare Disaster And Relief Foundation | 1621 Galleria Blvd, Brentwood, TN 37027-2926 | TN | 2015-03 | $884 |
| 15 | Perceptics Foundation | 9737 Cogdill Rd Ste 200n, Knoxville, TN 37932-3300 | TN | 2009-12 | $2 |
| 16 | Tomlinson Fam Charitable Foundation, Tomlinson Charles E Co Ttee | 103 Druid Hills Dr C/O Vanessa T, Dickson, TN 37055-3330 | TN | 1999-08 | $1 |
| 17 | Anytime Santa Fund | P O Box 310, Waynesboro, TN 38485 | TN | 2000-05 | $0 |
| 18 | Emory Valley Center Foundation | 715 Emory Valley Road, Oak Ridge, TN 37830 | TN | 1996-02 | $0 |
| 19 | Faith In Action | 2013 25th Avenue North, Nashville, TN 37208 | TN | 2010-04 | $0 |
| 20 | Society Of Leaders In Development (Solid) | C/O Haber Corp 1920 Adelicia St No 300, Nashville, TN 37212 | TN | 2000-02 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 3,013 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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