Gray And Patricia Wakefield Charitable 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
- Other organizations in Texas
| Gray And Patricia Wakefield Charitable Foundation | |
| Employer Identification Number (EIN) | 746104638 |
| Name of Organization | Gray And Patricia Wakefield Charitable Foundation |
| Address | 614 Hunters Grove Ln, Houston, TX 77024-5504 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1968 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 06/2012 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $182,186 |
| Amount of Income | $27,233 |
| Form 990 Revenue Amount | $4,365 |
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 | $13,000 | $13,000 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $4 | |||
| Dividends and interest from securities | $4,019 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $8,977 | |||
| Total expenses and disbursements | $25,044 | $0 | $0 | $25,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $44 | $0 | $0 | |
| Contributions, gifts, grants paid | $25,000 | |||
| Excess of revenue over expenses and disbursements | $-12,044 | |||
| Net investment income | $13,000 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $182,186 | $182,004 |
| Cash - non-interest-bearing | $-2 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,100 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $174,447 | |
| Other | $5,641 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $182,186 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $8,977 |
| 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 | $130 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $130 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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 | $194,421 |
| Net value of noncharitable-use assets | $191,500 |
| Minimum investment return | $9,575 |
| Distributable Amount (for 2012) | |
| Distributable amount | $9,445 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $9,445 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Abundant Grace Praise & Worship Church in Houston, TX
  |
|
Mount Sinai Grand Lodge Community Foundation in Houston, TX
|
|
Allegro Organizational Solutions Inc in Houston, TX
|
|
Looking To New Horizons in Houston, TX
|
|
Iraqi Community Of Houston in Houston, TX
|
Helping Hands Charity in Houston, TX
 |
|
Ezekiel Ez Care Home Inc in Houston, TX
|
|
Texas Garden Clubs Inc, Lakewood Forest Garden Club in Houston, TX
|
| The Nigerian Foundation in Houston, TX |
|
Tex Us Too Inc in Houston, TX
|
| Other organizations in Texas | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Grapevine-Colleyville Band Booster Club | PO BOX 956, Grapevine, TX 76099-0956 | TX | 1996-06 | $937,401 |
| 2 | Grapevine-Colleyville Mustang Athletic Booster Club Inc | PO BOX 591, Colleyville, TX 76034-0591 | TX | 1988-11 | $214,540 |
| 3 | Graphic Communications International Union | Po Box 35905, Dallas, TX 75235 | TX | 1941-10 | $0 |
| 4 | Graphic Communications International Union, 525-S Dallas Printing Specialty | 6413 Glenmoor Dr, Garland, TX 75043-5930 | TX | 1941-10 | $28,220 |
| 5 | Graphic Communications International Union, 71-M Houston Tx | PO BOX 7865, Houston, TX 77270-7865 | TX | 1941-10 | $27,756 |
| 6 | Graphic Communications Internl Union, 439-S | PO BOX 698, Ennis, TX 75120-0698 | TX | 1966-03 | $28,574 |
| 7 | Gratis 7 Media Group Inc, Gratis 7 Media Group | 1805 Westmoor Dr, Austin, TX 78723 | TX | 2009-08 | $121,562 |
| 8 | Graue Family Foundation | PO BOX 671327, Dallas, TX 75367-1327 | TX | 1999-11 | $2,028,317 |
| 9 | Gravatte Foundation | PO BOX 140165, Dallas, TX 75214-0165 | TX | 1997-12 | $1 |
| 10 | Graves Foundation Inc | 304 E Church Ave, Killeen, TX 76541-4843 | TX | 2004-06 | $876,192 |
| 11 | Gray And Patricia Wakefield Charitable Foundation | 614 Hunters Grove Ln, Houston, TX 77024-5504 | TX | 1968-04 | $27,233 |
| 12 | Gray County Latchkey Inc | PO BOX 2884, Pampa, TX 79066-2884 | TX | 1998-09 | $63,853 |
| 13 | Gray Foundation | PO BOX 45, Houston, TX 77001-0045 | TX | 1948-12 | $274,525 |
| 14 | Gray Ghosts Inc, Family Resource Center | PO BOX 5030, Gun Barrel Cy, TX 75147-5000 | TX | 1999-04 | $546,694 |
| 15 | Gray Panthers Of Austin | 8507 Lewis Mountain Dr, Austin, TX 78737 | TX | 1981-11 | $0 |
| 16 | Gray-Pampa Foundation Inc | PO BOX 2436, Pampa, TX 79066-2436 | TX | 1961-06 | $332,099 |
| 17 | Gray-Roberts County Farm Bureau | 500 W Kingsmill Ave, Pampa, TX 79065-6333 | TX | 1970-04 | $117,928 |
| 18 | Graycares Living At Home Inc | Attn Gary Willoughby 511 N Hobart, Pampa, TX 79065 | TX | 2009-06 | $0 |
| 19 | Home Builders Assoc Of Grayson Fannin & Cooke Counties Inc | PO BOX 1421, Sherman, TX 75091-1421 | TX | 1970-07 | $78,420 |
| 20 | Grayson County Childrens Advocacy Center | 910 Cottonwood Dr, Sherman, TX 75090-2831 | TX | 2002-09 | $421,019 |
Organization representatives - add corrected or new information about Gray And Patricia Wakefield Charitable Foundation »
Non-representatives - add comments about Gray And Patricia Wakefield Charitable Foundation»