Julian J Leavitt Family Charitable Tr, Wellman Kevin Adm in Georgetown, 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
| Julian J Leavitt Family Charitable Tr, Wellman Kevin Adm | |
| Employer Identification Number (EIN) | 046657085 |
| Name of Organization | Julian J Leavitt Family Charitable Tr |
| Secondary Name | Wellman Kevin Adm |
| In Care of Name | Peter Leavitt |
| Address | C/O Peter Leavitt 30201 Oakmont, Georgetown, TX 78628 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1991 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| 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 | $1,634,951 |
| Amount of Income | $229,435 |
| Form 990 Revenue Amount | $106,461 |
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 | $67,638 | $67,638 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $14,924 | |||
| Dividends and interest from securities | $34,802 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $17,912 | |||
| Total expenses and disbursements | $93,300 | $11,907 | $0 | $81,393 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $11,907 | $11,907 | $0 | |
| Contributions, gifts, grants paid | $81,393 | |||
| Excess of revenue over expenses and disbursements | $-25,662 | |||
| Net investment income | $55,731 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,460,623 | $1,460,623 |
| Cash - non-interest-bearing | $248,810 | |
| Investments-U.S. and state government obligations | $500,390 | |
| Investments-corporate stock | $708,396 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $3,027 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,460,623 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $17,912 |
| 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 | $1,115 |
| Total credits and payments | $2,500 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $2,500 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $24 |
| Tax due | $0 |
| Overpayment | $1,361 |
| Amount to be credited to 2013 estimated tax | $1,361 |
| 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 | $1,349,915 |
| Net value of noncharitable-use assets | $1,329,660 |
| Minimum investment return | $66,483 |
| Distributable Amount (for 2012) | |
| Distributable amount | $65,368 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $65,368 |
| 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 | Judy Leftwich Calder Charitable Trust | PO BOX 271, Lubbock, TX 79408-0271 | TX | 2007-09 | $116,259 |
| 2 | Judys Charitable Foundation, Trabulsi Judith Ttee | 828 W 6th St, Austin, TX 78703-5420 | TX | 2002-04 | $16,322 |
| 3 | Jules D Gosseaux Foundation Inc | 4209 N Taylor Rd, Mission, TX 78573-9330 | TX | 2001-05 | $114,039 |
| 4 | Jules Lauve Jr Catholic School Scholarship Trust, Staudt Juliet Lauve Ttee | 7622 Beaudelaire Cir, Galveston, TX 77551-1623 | TX | 1999-10 | $38 |
| 5 | Julia And Albert Smith Foundation | 7660 Woodway Dr Ste 595, Houston, TX 77063-1528 | TX | 1987-03 | $1,380,370 |
| 6 | Julia C Hester House Inc | 2020 Solo St, Houston, TX 77020-4224 | TX | 1994-02 | $460,948 |
| 7 | Julia F Thompson Inc | 5680 Highway 6 332, Missouri City, TX 77459-4188 | TX | 1999-07 | $67,829 |
| 8 | Julia Ideson Library Preservationpartners Inc, Attn Patty Frederick Bookkeeper | 2726 Bissonnet 240-203, Houston, TX 77005-1319 | TX | 2007-06 | $50,768 |
| 9 | Julia Lee Taubert Foundation, Hupp Donald J Ttee | 2520 E Elliott St, Wichita Falls, TX 76308-3707 | TX | 1995-01 | $344,419 |
| 10 | Julian G Lange Family Foundation I | 7 Elmcourt St, San Antonio, TX 78209-2811 | TX | 1999-10 | $458,699 |
| 11 | Julian J Leavitt Family Charitable Tr, Wellman Kevin Adm | C/O Peter Leavitt 30201 Oakmont, Georgetown, TX 78628 | TX | 1991-04 | $229,435 |
| 12 | Julie Ann Jones Memorial Theological Scholarship Trust | 3835 N Briarwood Dr, Brenham, TX 77833-6546 | TX | 1982-05 | $11,556 |
| 13 | Julie Rogers Gift Of Life Free Mammogram Program | 2390 Dowlen Rd, Beaumont, TX 77706-2537 | TX | 1997-12 | $2,368,338 |
| 14 | Julien C Hyer Lions Youth Camp Inc | PO BOX 610868, Dallas, TX 75261-0868 | TX | 1974-08 | $163,183 |
| 15 | Julietta Jarvis Foundation Inc | 100 E Ferguson St Ste 1005, Tyler, TX 75702-5706 | TX | 1991-01 | $3,975,999 |
| 16 | Juliette Fowler Homes Foundation | 1234 Abrams Rd, Dallas, TX 75214-4850 | TX | 1951-05 | $5,202,601 |
| 17 | Juliette Fowler Properties Inc | 1234 Abrams Rd, Dallas, TX 75214-4850 | TX | 2004-05 | $653,516 |
| 18 | Juliette Fowler Realty Inc | 1234 Abrams Rd, Dallas, TX 75214-4850 | TX | 2004-03 | $5,200 |
| 19 | Julio And Ana Gomez Foundation | 1126 Villa Bergamo Ct, Houston, TX 77094-1281 | TX | 2009-09 | $662 |
| 20 | Jump Start Performance Company | 710 Fredericksburg Rd, San Antonio, TX 78201-6347 | TX | 1986-08 | $462,080 |
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