Live Oak Foundation in Ingram, 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
| Live Oak Foundation | |
| Employer Identification Number (EIN) | 742119731 |
| Name of Organization | Live Oak Foundation |
| In Care of Name | Alfred West Ward |
| Address | 290 Cypress Estates Pkwy, Ingram, TX 78025-4402 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1980 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $104,664 |
| Amount of Income | $30,116 |
| Form 990 Revenue Amount | $17,910 |
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 | $7,618 | $3,738 | $0 | |
| Contributions, gifts, grants, etc., received | $3,880 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,541 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,197 | |||
| Total expenses and disbursements | $21,342 | $1,003 | $0 | $18,810 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $5,692 | $1,003 | $3,160 | |
| Contributions, gifts, grants paid | $15,650 | |||
| Excess of revenue over expenses and disbursements | $-13,723 | |||
| Net investment income | $2,734 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $104,664 | $151,583 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $100,942 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $3,722 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $104,664 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,197 |
| 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 | $55 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $55 |
| 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? | Yes |
| 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 | $144,374 |
| Net value of noncharitable-use assets | $142,200 |
| Minimum investment return | $7,110 |
| Distributable Amount (for 2012) | |
| Distributable amount | $7,055 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $7,055 |
| 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 | Live Oak Art Center | 1014 Milam Street, Columbus, TX 78934 | TX | 1986-08 | $60,885 |
| 2 | Live Oak Bend Civic Club Inc | P O Box 4205, Sargent, TX 77404-4205 | TX | 1986-06 | $0 |
| 3 | Live Oak Classical School Inc | PO BOX 647, Waco, TX 76703-0647 | TX | 2004-07 | $2,383,516 |
| 4 | Live Oak Club | PO BOX 112, Needville, TX 77461-0112 | TX | 2014-04 | $35,983 |
| 5 | Live Oak Community Development Corporation | PO BOX 19, George West, TX 78022-0019 | TX | 2002-02 | $3,585 |
| 6 | Live Oak Continuing Legal Education Inc, Live Oak Cle | 8408 Hanbridge Ln, Austin, TX 78736-3012 | TX | 1999-04 | $157,082 |
| 7 | Live Oak County Area Go-Texan Inc | 381 Carmel Dr, Sandia, TX 78383-5679 | TX | 2008-01 | $178,323 |
| 8 | Live Oak County Child Welfare Inc | PO BOX 353, George West, TX 78022-0353 | TX | 2003-10 | $145,992 |
| 9 | Live Oak County Farm Bureau | 3460 Highway 281, George West, TX 78022-3644 | TX | 1961-04 | $206,308 |
| 10 | Live Oak Dance Center Inc | 1420 Walnut, Columbus, TX 78934 | TX | 2010-08 | $0 |
| 11 | Live Oak Foundation | 290 Cypress Estates Pkwy, Ingram, TX 78025-4402 | TX | 1980-07 | $30,116 |
| 12 | Live Oak Golf Country Club Inc | 2602 Highway 35 N, Rockport, TX 78382-5707 | TX | 1954-05 | $241,097 |
| 13 | Live Oak Humane Society Inc | 8200 Pat Booker Rd No 402, Live Oak, TX 78233-2440 | TX | 1991-06 | $1,294 |
| 14 | Live Oak Ministries, Live Oak Ranch | 1851 Ponderosa Dr, New Braunfels, TX 78132-2066 | TX | 2004-08 | $10,360 |
| 15 | Live Oak Outreach Inc | PO BOX 245, George West, TX 78022-0245 | TX | 1987-07 | $37,397 |
| 16 | Live The Call Shema | 25 Bristol Grn, San Antonio, TX 78209-1846 | TX | 2001-01 | $236,384 |
| 17 | Live Wires Club Inc | 350 Pine Street, Beaumont, TX 77701 | TX | 2003-04 | $0 |
| 18 | Liveable City | PO BOX 40596, Austin, TX 78704-0010 | TX | 2003-08 | $6,197 |
| 19 | Liver Foundation Of Central Texas Inc | PO BOX 2063, Austin, TX 78768-2063 | TX | 2002-02 | $5,472 |
| 20 | Livermore Religious Trust-E H Elliott-Trustee | PO BOX 10517, Lubbock, TX 79408-3517 | TX | 1954-08 | $55,799 |
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