Fleetwood Memorial Foundation Inc in Arlington, 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
Fleetwood Memorial Foundation Inc | |
Employer Identification Number (EIN) | 510163324 |
Name of Organization | Fleetwood Memorial Foundation Inc |
Address | 501 S Fielder Rd, Arlington, TX 76013-1743 |
Activities | Gifts or grants to individuals (other than scholarships) |
Subsection | Charitable Organization |
Ruling Date | 01/1976 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 10/2011 |
Assets | $1,000,000 to $4,999,999 |
Income | $1,000,000 to $4,999,999 |
Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
Asset Amount | $3,753,285 |
Amount of Income | $2,817,025 |
Form 990 Revenue Amount | $328,755 |
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 | $328,755 | $128,658 | $128,658 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $20,077 | |||
Dividends and interest from securities | $108,581 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $968 | |||
Other | $199,129 | |||
Total expenses and disbursements | $170,340 | $49,158 | $0 | $121,182 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $87,090 | $49,158 | $37,932 | |
Contributions, gifts, grants paid | $83,250 | |||
Excess of revenue over expenses and disbursements | $158,415 | |||
Net investment income | $79,500 | |||
Adjusted net income | $128,658 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $3,753,285 | $3,753,285 |
Cash - non-interest-bearing | $21,910 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $2,427,340 | |
Investments-corporate bonds | $385,639 | |
Investments-mortgage loans | $0 | |
Investments-other | $909,979 | |
Other | $8,417 | |
Total liabilities | $431 | |
Mortgages and other notes payable | $0 | |
Other | $431 | |
Total liabilities and net assets/fund balances | $3,752,854 |
Capital Gains and Losses for Tax on Investment Income (for 2011) | |
Capital gain net income | $199,129 |
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 | $1,590 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $1,590 |
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 | $3,793,100 |
Net value of noncharitable-use assets | $3,736,200 |
Minimum investment return | $186,810 |
Distributable Amount (for 2011) | |
Distributable amount | $0 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $0 |
Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
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 | Southeast Texas Agility Club | PO BOX 667, Bellaire, TX 77402-0667 | TX | 1997-05 | $28,869 |
2 | Flat Fork Water Supply Corporation | PO BOX 957, Center, TX 75935-0957 | TX | 1967-06 | $192,552 |
3 | Flat Water Supply Corporation | PO BOX 774, Gatesville, TX 76528-0774 | TX | 1977-08 | $106,487 |
4 | Flatiron Boulder Office Inc | 500 Three Galleria Tower, Dallas, TX 75240 | TX | 2001-11 | $624,238 |
5 | Flatonia Chamber Of Commerce & Agriculture | PO BOX 610, Flatonia, TX 78941-0610 | TX | 1996-05 | $316,799 |
6 | Flatonia Golf Association Inc | PO BOX 391, Flatonia, TX 78941-0391 | TX | 1992-07 | $160,822 |
7 | Flatwood Community Development Corporation Inc | 6705 Fm 279, Ben Wheeler, TX 75754-5205 | TX | 2005-12 | $50,744 |
8 | Fleener Foundation Inc | 16814 Club Hill Dr, Dallas, TX 75248-2016 | TX | 1995-08 | $5,964 |
9 | Fleet Reserve Association Of Corpus Christi Tex | 1651 Flour Bluff Drive, Corpus Christi, TX 78418 | TX | 1958-09 | $187,430 |
10 | Fleetwood Community Improvement Association Inc | 17171 Park Row, Houston, TX 77084-4927 | TX | 1993-09 | $289,637 |
11 | Fleetwood Memorial Foundation Inc | 501 S Fielder Rd, Arlington, TX 76013-1743 | TX | 1976-01 | $2,817,025 |
12 | Fleetwood West Property Owners Association | 315 Addicks Howell Rd 940072, Houston, TX 77094-7072 | TX | 1999-03 | $52,323 |
13 | Fleischmann Family Fund | PO BOX 538, Galveston, TX 77553-0538 | TX | 1999-08 | $4 |
14 | Fleming Endowment | 2800 Post Oak Blvd Ste 4000, Houston, TX 77056-6109 | TX | 1999-02 | $5,626,216 |
15 | Fleming Foundation | 500 W 7th Street, Fort Worth, TX 76102-4700 | TX | 1938-02 | $866,437 |
16 | Flex Place One Inc | 500 Three Galleria Tower, Dallas, TX 75240 | TX | 2001-05 | $1,911,213 |
17 | Flight Academy Employees Recreation Associaiton | PO BOX 619617, Dfw Airport, TX 75261-9617 | TX | 1992-12 | $54,480 |
18 | Flint Gresham Volunteer Fire Department | PO BOX 3158, Flint, TX 75762-3151 | TX | 1982-06 | $486,825 |
19 | Flm Foundation | 348 E San Antonio St, New Braunfels, TX 78130-4538 | TX | 1991-01 | $43,659 |
20 | Flo Community Water Supply Corp | PO BOX 1090, Buffalo, TX 75831-1090 | TX | $1,145,764 |
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