John Blodgett Davis Endowment Fund Tr in Dallas, 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
| John Blodgett Davis Endowment Fund Tr | |
| Employer Identification Number (EIN) | 766183615 |
| Name of Organization | John Blodgett Davis Endowment Fund Tr |
| In Care of Name | Bank Of America Na Jacky Ducute |
| Address | PO BOX 831041, Dallas, TX 75283-1041 |
| Subsection | Charitable Organization |
| Ruling Date | 03/2003 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $1 to $9,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1 |
| Amount of Income | $996,744 |
| Form 990 Revenue Amount | $53,170 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $85,307 | $85,297 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,639 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $81,668 | |||
| Total expenses and disbursements | $1,016,203 | $2,936 | $0 | $1,012,467 |
| Compensation of officers, directors, trustees, etc. | $4,893 | |||
| Total operating and administrative expenses | $7,293 | $2,936 | $3,557 | |
| Contributions, gifts, grants paid | $1,008,910 | |||
| Excess of revenue over expenses and disbursements | $-930,896 | |||
| Net investment income | $82,361 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1 | $0 |
| 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 | $0 | |
| Other | $1 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $0 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $81,668 |
| 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 | $824 |
| Total credits and payments | $842 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $842 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $18 |
| 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? | Yes |
| 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? | Yes |
| 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 | $500,946 |
| Net value of noncharitable-use assets | $493,440 |
| Minimum investment return | $24,672 |
| Distributable Amount (for 2012) | |
| Distributable amount | $23,848 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $23,848 |
| 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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| Other organizations in Texas | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | John And Mildred Cauthorn Charitable Trust | PO BOX 678, Sonora, TX 76950-0678 | TX | 1985-06 | $680,376 |
| 2 | John And Mildred Holmes Family Foundation | 600 Jefferson St Ste 350, Houston, TX 77002-7376 | TX | 1999-05 | $599,916 |
| 3 | John And Patricia Adams Foundation | 2350 Airport Fwy Ste 160, Bedford, TX 76022-6026 | TX | 2006-05 | $3,803,556 |
| 4 | John And Ruth Michener Foundation | 301 Commerce, Fort Worth, TX 76102-4140 | TX | 1985-03 | $3,135 |
| 5 | John And Susan Wilder Foundation | 200 Crescent Ct Ste 1900, Dallas, TX 75201-7843 | TX | 2007-12 | $209,626 |
| 6 | John Aure Buesseler And Cathryn Anne Hansen Buesseler Foundation | 3305 59th St, Lubbock, TX 79413-5517 | TX | 2000-05 | $123,524 |
| 7 | John B And Ethel Templeton Fund | 1715 S Capital Of Tx Hwy 101, Austin, TX 78746-6552 | TX | 1962-03 | $249,592 |
| 8 | John B Connally Athletic Booster Club | 13212 N Lamar Blvd, Austin, TX 78753-1010 | TX | 1997-09 | $49,827 |
| 9 | John B Hawley Memorial Scholarship Fund Nect | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1970-12 | $101,156 |
| 10 | John B Rust Charity Trust 5340 | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1954-07 | $328,014 |
| 11 | John Blodgett Davis Endowment Fund Tr | PO BOX 831041, Dallas, TX 75283-1041 | TX | 2003-03 | $996,744 |
| 12 | John C And Leona Numsen Price Scholarship Trust | 207 W Spring St, Palestine, TX 75801-2748 | TX | 1983-06 | $90,293 |
| 13 | John C Bowden Foundation | PO BOX 12448, Dallas, TX 75225-0448 | TX | 2014-05 | $8,253 |
| 14 | John C Ford Program Inc | 11700 Preston Rd Ste 660-184, Dallas, TX 75230-6112 | TX | 1995-02 | $1,020,000 |
| 15 | John C Merchant Foundation | 6206 Linton Rd, Houston, TX 77008-6337 | TX | 2005-06 | $10,035 |
| 16 | John Cooper School | One John Cooper School, The Woodlands, TX 77381 | TX | 1986-06 | $27,249,987 |
| 17 | John D Drew And Dorothy M Drew Family Foundation Inc | 15622-3 Fathoms Bank Drive, Corpus Christi, TX 78418 | TX | 2003-03 | $8,320 |
| 18 | John Donnerberg Ministries | PO BOX 53241, Lubbock, TX 79453-3241 | TX | 2004-09 | $96,194 |
| 19 | John E Guida Foundation | PO BOX 980756, Houston, TX 77098-0756 | TX | 2001-05 | $568,663 |
| 20 | John F Austin Scholarship Fund | PO BOX 1407, Dickinson, TX 77539-1407 | TX | 1982-01 | $1,722 |
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