Anne E Dugger Scholarship Fund in San Antonio, 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
| Anne E Dugger Scholarship Fund | |
| Employer Identification Number (EIN) | 746120178 |
| Name of Organization | Anne E Dugger Scholarship Fund |
| Address | PO BOX 2950, San Antonio, TX 78299-2950 |
| Activities | Scholarships (other) |
| Subsection | Educational Organization |
| Ruling Date | 10/1970 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $9,208 |
| Amount of Income | $1,843 |
| Form 990 Revenue Amount | $542 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $542 | $542 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $359 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $183 | |||
| Total expenses and disbursements | $308 | $154 | $0 | $154 |
| Compensation of officers, directors, trustees, etc. | $58 | |||
| Total operating and administrative expenses | $308 | $154 | $154 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $234 | |||
| Net investment income | $388 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $9,208 | $9,599 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $8,208 | |
| Other | $1,000 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $9,208 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $183 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $8 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $8 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $9,705 |
| Net value of noncharitable-use assets | $9,560 |
| Minimum investment return | $478 |
| Distributable Amount (for 2011) | |
| Distributable amount | $470 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $470 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $397 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Anna G Dunlap Scholarship Fund 02525-02 2525, 2525 | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1969-08 | $601,936 |
| 2 | Anna L Morgan Family Trust | PO BOX 831041, Dallas, TX 75283-1041 | TX | 2000-08 | $380,303 |
| 3 | Tua Anna Foster Fbo Charities | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1975-10 | $342,416 |
| 4 | Anna Pfeiffer Charitable Trust | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1992-08 | $1,329,220 |
| 5 | Annam Community Development Corporation | 9530 Antoine Dr, Houston, TX 77086-3925 | TX | 2000-12 | $41,799 |
| 6 | Annapolis Christian Academy | 3875 S Staples, Corpus Christi, TX 78411-2377 | TX | 1996-12 | $1,762,143 |
| 7 | Annaville Volunteer Fire Department | 11551 Leopard St, Crpchristi, TX 78410-3415 | TX | 1956-05 | $18,990 |
| 8 | The Duncan Fund | 600 Travis St Ste 6100, Houston, TX 77002-3013 | TX | 1964-11 | $1,359,474 |
| 9 | Anne And Don Fizer Foundation | 2727 Allen Pkwy Ste 900, Houston, TX 77019-2150 | TX | 1999-10 | $7,392,211 |
| 10 | Anne C And Joseph A Slicker Foundation | 4222 Melissa Ln, Dallas, TX 75229-4111 | TX | 2004-12 | $53,814 |
| 11 | Anne E Dugger Scholarship Fund | PO BOX 2950, San Antonio, TX 78299-2950 | TX | 1970-10 | $1,843 |
| 12 | Anne Lamkin Kinder Foundation Inc | 2121 Kirby Dr Unit 123, Houston, TX 77019-6068 | TX | 1996-12 | $40,207 |
| 13 | Anne Lee Stacey Scholarship Fund | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1946-05 | $52,288 |
| 14 | Anne Marie & Thomas B Walker Jr Foundation | 8117 Preston Rd Ste 300, Dallas, TX 75225-6347 | TX | 1997-12 | $4,586,098 |
| 15 | Anne S Woolslayer Foundation | 2135 Hogan Dr, Irving, TX 75038-5938 | TX | 1995-09 | $99,341 |
| 16 | Anne T & Robert M Bass Foundation | 201 Main St Ste 2300, Fort Worth, TX 76102-3137 | TX | 1985-02 | $30,645,967 |
| 17 | Annetta Cemetery Association | PO BOX 183, Aledo, TX 76008-0183 | TX | 1965-12 | $67,057 |
| 18 | Annie B Snoddy House | 5806 Schevers St, Houston, TX 77033-2318 | TX | 2002-06 | $72,760 |
| 19 | Annie Born Memorial Scholarship Fund | PO BOX 785, Pflugerville, TX 78691-0785 | TX | 2001-01 | $57,362 |
| 20 | Co Tr Uw A L Stevens, Dallas Foundation | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1972-08 | $13,933,523 |
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