Eugene And Felice Malloy Foundation in Houston, 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
- Organizations performing similar types of work
| Eugene And Felice Malloy Foundation | |
| Employer Identification Number (EIN) | 760480582 |
| Name of Organization | Eugene And Felice Malloy Foundation |
| In Care of Name | Dennis M Malloy |
| Address | 2219 Pine Valley Dr, Houston, TX 77019-3509 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1995 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| 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 | $1,705,316 |
| Amount of Income | $411,038 |
| Form 990 Revenue Amount | $47,528 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2013: $411,038 (it was $98,230 in 2012)
| This organization: | $411,038 |
| Other organizations performing similar types of work: | $120,160 |
Assets in 2013: $1,705,316 (it was $1,650,442 in 2012)
| Eugene And Felice Malloy Foundation: | $1,705,316 |
| Other organizations performing similar types of work: | $450,518 |
Expenses in 2012: $31,151
| Eugene And Felice Malloy Foundation: | $31,151 |
| Other organizations performing similar types of work: | $61,287 |
Income to expenses ratio in 2012: 13.2
| Eugene And Felice Malloy Foundation: | 13.2 |
| Other organizations performing similar types of work: | 7.3 |
Grants share in income in 2012: 0.0%
| Eugene And Felice Malloy Foundation: | 0.0% |
| Other organizations performing similar types of work: | 8.9% |
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 | $71,791 | $61,192 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $25,329 | |||
| Dividends and interest from securities | $35,863 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Gross sales less returns and allowances | $-26,439 | |||
| Less: Cost of goods sold | $26,439 | |||
| Other income | $0 | |||
| Other | $10,599 | |||
| Total expenses and disbursements | $31,151 | $0 | $0 | $29,901 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $6,651 | $0 | $5,401 | |
| Contributions, gifts, grants paid | $24,500 | |||
| Excess of revenue over expenses and disbursements | $40,640 | |||
| Net investment income | $61,192 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,650,442 | $1,993,655 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $46,923 | |
| Investments-corporate stock | $911,555 | |
| Investments-corporate bonds | $372,792 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $6,175 | |
| Other | $312,997 | |
| Total liabilities | $15,149 | |
| Mortgages and other notes payable | $0 | |
| Other | $15,149 | |
| Total liabilities and net assets/fund balances | $1,635,293 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $10,599 |
| 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 | $1,224 |
| Total credits and payments | $1,394 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $144 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $1,250 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $19 |
| Tax due | $0 |
| Overpayment | $151 |
| Amount to be credited to 2013 estimated tax | $151 |
| 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 | $1,993,794 |
| Net value of noncharitable-use assets | $1,963,880 |
| Minimum investment return | $98,194 |
| Distributable Amount (for 2012) | |
| Distributable amount | $96,970 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $96,970 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $94,465 |
| 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 | W T And Louise J Moran Foundation | 3843 N Braeswood Blvd Ste 200, Houston, TX 77025-3046 | TX | 1997-08 | $15,178,858 |
| 2 | William E Armentrout Foundation | PO BOX 190407, Dallas, TX 75219-0407 | TX | 1998-06 | $7,264,048 |
| 3 | The Stanzel Family Foundation Inc | PO BOX 6, Schulenburg, TX 78956-0006 | TX | 1992-01 | $6,971,923 |
| 4 | Ware Foundation | PO BOX 1, Amarillo, TX 79105-0001 | TX | 1997-12 | $6,327,862 |
| 5 | Vance D Raimond & Mary Lee Raimond Foundation | PO BOX 1870, Harlingen, TX 78551-1870 | TX | 1998-01 | $5,443,786 |
| 6 | Susman Family Foundation | C/O Ellen Susman 2001 Kirby Drive, Houston, TX 77019 | TX | 1998-07 | $3,683,977 |
| 7 | Ruth And Ted Bauer Family Foundation | 4400 Post Oak Parkway, Houston, TX 77027-3421 | TX | 1997-08 | $2,803,510 |
| 8 | Whitener Family Foundation | 901 S 1st St, Abilene, TX 79602-1502 | TX | 1997-05 | $2,532,149 |
| 9 | Shelton Family Foundation | PO BOX 2791, Abilene, TX 79604-2791 | TX | 1996-08 | $2,040,033 |
| 10 | The Education Foundation Of Harris County | 6300 Irvington Blvd, Houston, TX 77022-5618 | TX | 1994-04 | $1,845,375 |
| 11 | The Don-Kay-Clay Cash Foundation, Cash Sondra Kay Ttee | 5201 18th Pl, Lubbock, TX 79416-5511 | TX | 1997-07 | $1,698,935 |
| 12 | West Johnson & Elizabeth J Lasselle Scholarship Trust | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1996-08 | $1,527,565 |
| 13 | Ralph G Campbell And Jeroleen Johnson Campbell Foundation Inc | 6300 Ridglea Pl Ste 1114, Fort Worth, TX 76116-5737 | TX | 1995-05 | $1,296,853 |
| 14 | Wwjd Foundation | 12770 Merit Dr Ste 400, Dallas, TX 75251-1296 | TX | 1998-03 | $1,205,218 |
| 15 | San Antonio Foundation For Excellence In Education Inc | 141 Lavaca St, San Antonio, TX 78210-1039 | TX | 1998-01 | $1,077,793 |
| 16 | Samuel & Gertrude Harke Charitable Trust 30-30-423-0774700 11-01-93 | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1996-10 | $911,581 |
| 17 | San Antonio Golf Association Inc, Golf San Antonio | 915 E Mulberry Ave, San Antonio, TX 78212-3153 | TX | 1991-03 | $835,742 |
| 18 | Tapestry Foundations Of Mary Carmel And Thomas P Borders | 610 Guadalupe St, Austin, TX 78701-2926 | TX | 1995-02 | $834,338 |
| 19 | Saza Commission Inc | 450 Ridge View Dr, San Antonio, TX 78253-5387 | TX | 1989-02 | $795,978 |
| 20 | The@anne Hendricks Bass Foundation | 1801 Deepdale Dr, Fort Worth, TX 76107-3517 | TX | 1997-10 | $682,015 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 5,225 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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