Nell Mcgordon Willmann 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
| Nell Mcgordon Willmann Endowment Fund Tr | |
| Employer Identification Number (EIN) | 766183616 |
| Name of Organization | Nell Mcgordon Willmann Endowment Fund Tr |
| In Care of Name | Bank Of America 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 | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1 |
| Amount of Income | $1,054,894 |
| Form 990 Revenue Amount | $48,654 |
| 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 | $91,193 | $91,183 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,365 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $87,828 | |||
| Total expenses and disbursements | $1,065,809 | $2,878 | $0 | $1,061,957 |
| Compensation of officers, directors, trustees, etc. | $4,796 | |||
| Total operating and administrative expenses | $7,370 | $2,878 | $3,518 | |
| Contributions, gifts, grants paid | $1,058,439 | |||
| Excess of revenue over expenses and disbursements | $-974,616 | |||
| Net investment income | $88,305 | |||
| 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 | $87,828 |
| 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 | $883 |
| Total credits and payments | $900 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $900 |
| 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 | $17 |
| 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 | $524,833 |
| Net value of noncharitable-use assets | $516,960 |
| Minimum investment return | $25,848 |
| Distributable Amount (for 2012) | |
| Distributable amount | $24,965 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $24,965 |
| 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 | Neighbors For Neighbors Inc | 1139 Pr 7009, Lexington, TX 78947 | TX | 2000-05 | $0 |
| 2 | Neighbors In Action Inc | 1320 Main St, Houston, TX 77002-6803 | TX | 2005-09 | $140,966 |
| 3 | Neighbors In Need Of Services Inc, Ninos | 402 W Robertson St, San Benito, TX 78586-3778 | TX | 1990-08 | $23,074,337 |
| 4 | Lumin Education, East Dallas Community School | 924 Wayne St, Dallas, TX 75223-1649 | TX | 1979-03 | $7,200,003 |
| 5 | Neil And Elaine Griffin Foundation | PO BOX 291910, Kerrville, TX 78029-1910 | TX | 1995-08 | $2,740,329 |
| 6 | Neil And Marian Rasmus Scholarship Fund | 4811 Dogwood Trl, Richmond, TX 77406-8612 | TX | 2007-08 | $1,064 |
| 7 | Neil Liepke Foundation | PO BOX 387, Groves, TX 77619-0387 | TX | 2004-03 | $2,315 |
| 8 | Neimoller Foundation | 427 W 20th St Ste 501, Houston, TX 77008-2431 | TX | 2006-04 | $615,057 |
| 9 | Nelda C And H J Lutcher Stark Foundation | 601 Green Ave, Orange, TX 77630-5718 | TX | 2004-04 | $313,531,475 |
| 10 | Nell Gardner Pilot Home Inc | 216 Crestmont Dr, El Paso, TX 79912-5360 | TX | 1949-04 | $4,671 |
| 11 | Nell Mcgordon Willmann Endowment Fund Tr | PO BOX 831041, Dallas, TX 75283-1041 | TX | 2003-03 | $1,054,894 |
| 12 | Nella Foundation Inc | 651 Bering Dr Unit 1103, Houston, TX 77057-2135 | TX | 1963-03 | $288,157 |
| 13 | Nelle Norrell Foundation Methodist Hospital | 1441 N Beckley Ave, Dallas, TX 75203-1201 | TX | 1966-06 | $19,914 |
| 14 | Nelson Family Foundation | 4409 Montrose Blvd Ste 201, Houston, TX 77006-5859 | TX | 2007-08 | $522,580 |
| 15 | Nelson Family Foundation, Nelson Eric B & Anna K Co-Ttee | 5 E Wedgemere Cir, The Woodlands, TX 77381-4190 | TX | 1997-10 | $45,727 |
| 16 | Nelson Puett Foundation | PO BOX 9038, Austin, TX 78766-9038 | TX | 1957-10 | $7,932,679 |
| 17 | Nelta Buie Ray And Donald Lee Ray Foundation | 4718 Hallmark Dr Apt 210, Houston, TX 77056-3911 | TX | 2000-12 | $1 |
| 18 | Nepali Cultural And Spiritual Center | 513 Angela Ln, Euless, TX 76039-3883 | TX | 2008-03 | $254,755 |
| 19 | Nesa Partners Inc | 1400 Jackson Keller Rd, San Antonio, TX 78213-3206 | TX | 2015-03 | $45,352 |
| 20 | Nesbitt Cemetery Association | 1810 Country Squire Dr, Cedar Park, TX 78613 | TX | 1999-08 | $0 |
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