Co Ir Tua M & B Shutz Fdn 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
Co Ir Tua M & B Shutz Fdn | |
Employer Identification Number (EIN) | 436214123 |
Name of Organization | Co Ir Tua M & B Shutz Fdn |
In Care of Name | Bank Of America N A |
Address | PO BOX 831041, Dallas, TX 75283-1041 |
Subsection | Charitable Organization |
Ruling Date | 05/1977 |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2010 |
Assets | $25,000 to $99,999 |
Income | $1 to $9,999 |
Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
Asset Amount | $82,252 |
Amount of Income | $5,399 |
Form 990 Revenue Amount | $3,230 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
Analysis of Revenue and Expenses (for 2011) | ||||
Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
---|---|---|---|---|
Total revenue | $3,230 | $3,230 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $2,081 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $1,149 | |||
Total expenses and disbursements | $11,533 | $4,610 | $0 | $6,736 |
Compensation of officers, directors, trustees, etc. | $7,683 | |||
Total operating and administrative expenses | $8,670 | $4,610 | $3,873 | |
Contributions, gifts, grants paid | $2,863 | |||
Excess of revenue over expenses and disbursements | $-8,303 | |||
Net investment income | $0 | |||
Adjusted net income | $0 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $73,983 | $55,235 |
Cash - non-interest-bearing | $-468 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $74,358 | |
Other | $93 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $73,983 |
Capital Gains and Losses for Tax on Investment Income (for 2011) | |
Capital gain net income | $1,149 |
Net capital loss | $0 |
Excise Tax Based on Investment Income (for 2011) | |
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
Tax based on investment income | $0 |
Total credits and payments | $100 |
2011 estimated tax payments and 2010 overpayment credited to 2011 | $100 |
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 |
Overpayment | $100 |
Amount to be credited to 2012 estimated tax | $0 |
Statements Regarding Activities (for 2011) | |
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 2011 or the taxable year beginning in 2011? | No |
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $61,681 |
Net value of noncharitable-use assets | $60,760 |
Minimum investment return | $3,038 |
Distributable Amount (for 2011) | |
Distributable amount | $3,038 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $3,038 |
Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
Private Operating Foundations (for 2011) | |||||
2011 | 2010 | 2009 | 2008 | 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 | Maverick Players Inc | PO BOX 96, Midland, TX 79702-0096 | TX | 2000-12 | $36,273 |
2 | Maverick Region Porsche Club Of America | 2929 N Central Expressway, Richardson, TX 75080-2003 | TX | 1982-03 | $256,759 |
3 | Max And Billie Clark Foundation | PO BOX 276, Mineral Wells, TX 76068-0276 | TX | 1999-12 | $1,471,352 |
4 | Max And Dorothy F Baggerly Charitable Tr, Baggerly Max & Dorothy Co-Ttees | 50 Saint Andrews Dr, Amarillo, TX 79124-7816 | TX | 1997-07 | $76,700 |
5 | Max And Isabell Herzstein Foundation | 5100 San Felipe Ste 241-E, Houston, TX 77056-3619 | TX | 1987-01 | $3,625 |
6 | Max And Madaline Broude Charitable Foundation | 309 W 7th St Ste 1100, Fort Worth, TX 76102-5113 | TX | 1991-01 | $115,086 |
7 | Maxfield Ministries Inc | 2401 Country View Lane, Mckinney, TX 75069 | TX | 1967-09 | $0 |
8 | Maximized Ministries Inc | PO BOX 2893, Odessa, TX 79760 | TX | 2009-02 | $0 |
9 | Maxine And Lutrell Watts Elementary School Parent Teacher Club, Watts Ptc | 100 Deer Mdw, Cibolo, TX 78108-3121 | TX | 2000-11 | $44,707 |
10 | Maxine B Curtis Foundation | PO BOX 780242, San Antonio, TX 78278-0242 | TX | 2001-03 | $49,737 |
11 | Co Ir Tua M & B Shutz Fdn | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1977-05 | $5,399 |
12 | Maxine Durrett Earl Charitable Foundation Inc | PO BOX 16573, Lubbock, TX 79490-6573 | TX | 1994-10 | $2,637,194 |
13 | Maxine Henley Scholarship Fund | PO BOX 310973, New Braunfels, TX 78131-0973 | TX | 1984-09 | $118 |
14 | Maxpoint Inc, Maxpoint Ministries | Po Box 631, Wylie, TX 75098 | TX | 2007-08 | $97,159 |
15 | Maxwell Community Volunteer Fire Department | PO BOX 215, Maxwell, TX 78656-0215 | TX | 1993-03 | $64,227 |
16 | Maxwell Water Supply Corporation | PO BOX 158, Maxwell, TX 78656-0158 | TX | 1970-11 | $1,619,540 |
17 | May Community Center Volunteers In Action | 21003 Lost Valley Trail, Crosby, TX 77532 | TX | 1997-02 | $0 |
18 | May Chu Enterprises Charity | 4306 Lakeside Meadow Dr, Missouri City, TX 77459-1688 | TX | 2001-09 | $5 |
19 | May H Ilgenfritz Testamentary Tr | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1971-06 | $1,353,367 |
20 | May Owen Irrev Tr | 401 W 15th St, Austin, TX 78701-1670 | TX | 1974-07 | $512,717 |
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