Manuel E & Anne Belle Pusitz Charitable Tr No 2 in Dallas, Texas (TX)

Manuel E & Anne Belle Pusitz Charitable Tr No 2
Employer Identification Number (EIN)	486217784
Name of Organization	Manuel E & Anne Belle Pusitz Charitable Tr No 2
In Care of Name	First Natl Bank Of Topeka
Address	BANK OF AMERICA NA PO BOX 831, Dallas, TX 75283-1041
Activities	Scholarships (other), Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	06/1979
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2014
Assets	$100,000 to $499,999
Income	$100,000 to $499,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$283,530
Amount of Income	$166,680
Form 990 Revenue Amount	$15,161

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$45,738	$45,645	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$6,437
Gross rents	$0
Gross sales price for all assets	$302,138
Gross profit from sales of goods	$0
Other income	$-66
Other	$39,367
Total expenses and disbursements	$30,147	$2,798	$0	$27,311
Compensation of officers, directors, trustees, etc.	$4,218
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$1,250
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$5,773	$2,789		$2,937
Contributions, gifts, grants paid	$24,374
Excess of revenue over expenses and disbursements	$15,591
Net investment income		$42,847
Adjusted net income			$0

	2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$274,898	$282,880	$269,156	$299,980	$285,967	$295,180
Cash - non-interest-bearing	$0		$0		$0
Investments-U.S. and state government obligations	$0		$0		$0
Investments-corporate stock	$0		$237,203		$264,175
Investments-corporate bonds	$0		$0		$0
Investments-mortgage loans	$0		$0		$0
Investments-other	$257,842		$14,092		$8,976
Other assets			$0		$0
Total liabilities	$0		$0		$0
Total liabilities and net assets/fund balances	$274,898		$269,156		$285,967

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$3,723	$3,902	$39,367
Net capital loss	$0	$0	$0

	2011	2012	2013
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$268	$218	$428
Total credits and payments	$112	$268	$220
Current year estimated tax payments and previous year's overpayment credited to current year	$112	$268	$220
Exempt foreign organizations-tax withheld at source	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$0
Backup withholding erroneously withheld	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0
Tax due		$0	$208
Overpayment		$50	$0
Amount to be credited to next year's estimated tax	$0	$50	$0

	2011	2012	2013
Statements Regarding Activities
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	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?		No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No
Did any persons become substantial contributors during the tax year?		No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No

	2011	2012	2013
Statements Regarding Activities for Which Form 4720 May Be Required
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	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	Yes	Yes	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	No	No
Agree to pay money or property to a government official?	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?		No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?		No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?		No	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	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	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	No	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	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?		No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No

	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$303,290	$301,330	$307,593
Net value of noncharitable-use assets		$296,810	$302,979
Minimum investment return	$14,937	$14,841	$15,149

	2011	2012	2013
Distributable Amount
Distributable amount	$14,669	$14,623	$14,721

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$14,669	$14,623	$14,721
Undistributed income for this year. This amount must be distributed in the next year	$12,250	$12,124	$0

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
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

Supplementary Information (for 2013)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$0	$0
Dividends and interest from securities	$6,437	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend Manuel E & Anne Belle Pusitz Charitable Tr No 2 to others? (optional)

Yes

Add photo of Manuel E & Anne Belle Pusitz Charitable Tr No 2 (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (3.22.240.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
House Of Refuge Domestic Violence Center in Dallas, TX
B Moore Fit Health And Fitness Services in Dallas, TX
Caapco Foundation in Dallas, TX
Carson Leslie Foundation in Dallas, TX
Davids Chapel Missionary Baptist Church in Dallas, TX
The Vision For Hope Foundation in Dallas, TX
Elizabeth A Hull Charitable Trust in Dallas, TX
Bethel House Of God in Dallas, TX
Ancient Free & Accepted Masons Of Texas, James Ladd Burgess Lodge #1305 in Dallas, TX
United States Wounded Soldiers Foundation in Dallas, TX

Recently Added Reviews

House Of Refuge Domestic Violence Center in Dallas, TX

B Moore Fit Health And Fitness Services in Dallas, TX

Caapco Foundation in Dallas, TX

Carson Leslie Foundation in Dallas, TX

Davids Chapel Missionary Baptist Church in Dallas, TX

The Vision For Hope Foundation in Dallas, TX

Elizabeth A Hull Charitable Trust in Dallas, TX

Bethel House Of God in Dallas, TX

Ancient Free & Accepted Masons Of Texas, James Ladd Burgess Lodge #1305 in Dallas, TX

United States Wounded Soldiers Foundation in Dallas, TX

Id	Name	Address	State	Established	Total Income
Other organizations in Texas
1	Mansfield Historical Society	102 North Main Street, Mansfield, TX 76063-0304	TX	1982-06	$37,933
2	Mansfield Hockey Association Inc	PO BOX 1515, Mansfield, TX 76063-0048	TX	2006-03	$141,467
3	Mansfield I S D Education Foundation Inc	605 E Broad St, Mansfield, TX 76063-1766	TX	1998-07	$381,801
4	Mansfield Peewee Football Association	PO BOX 401, Mansfield, TX 76063-0401	TX	2003-05	$94,628
5	Mansfield Phillies Youth Baseball	207 Walnut Cir, Mansfield, TX 76063	TX	2008-03	$30,960
6	Mansfield Vfd Ladies Auxilliary	1305 East Broad St, Mansfield, TX 76063	TX	1999-03	$516,857
7	Mansfield Womens Club	PO BOX 1212, Mansfield, TX 76063-1212	TX	1999-08	$54,975
8	Mansfield Youth Baseball Association	PO BOX 876, Mansfield, TX 76063-0876	TX	2003-11	$523,201
9	Manson B Johnson Ministries Inc	PO BOX 3051, Houston, TX 77253-3051	TX	2004-01	$161,730
10	Manuel E & Anne Belle Pusitz Charitable Tr No 1	PO BOX 831041, Dallas, TX 75283-1041	TX	1979-06	$522,251
11	Manuel E & Anne Belle Pusitz Charitable Tr No 2	BANK OF AMERICA NA PO BOX 831, Dallas, TX 75283-1041	TX	1979-06	$166,680
12	Manuel E & Anne Belle Pusitz Charitable Tr No 3	PO BOX 831041, Dallas, TX 75283-1041	TX	1979-06	$94,646
13	Manufacturers Association Of North Texas	1150 S Freeway 143, Fort Worth, TX 76104-5064	TX	1998-04	$2,511
14	Manvel Emergency Medical Services	PO BOX 341, Manvel, TX 77578-0341	TX	2003-03	$745,953
15	Manvel Mavericks Booster Club	PO BOX 248, Manvel, TX 77578-0248	TX	2007-08	$175,649
16	E C Mason Parent Teacher Organization	PO BOX 278, Manvel, TX 77578-0278	TX	1999-05	$64,154
17	Manvel Pearland Youth Soccer Club	PO BOX 772, Manvel, TX 77578-0772	TX	1979-08	$28,833
18	Manvel Volunteer Fire Department	PO BOX 374, Manvel, TX 77578-0374	TX	1979-09	$265,604
19	Manville Water Supply Corporation	108 N Commerce St, Coupland, TX 78615	TX	1977-11	$10,345,615
20	Maoz Inc	PO BOX 535788, Grand Prairie, TX 75053-5788	TX	1977-07	$3,878,744

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Manuel E & Anne Belle Pusitz Charitable Tr No 2 and has no official or unofficial affiliation with Manuel E & Anne Belle Pusitz Charitable Tr No 2