Philip P And Lucy Weber Scholarship Fund 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
| Philip P And Lucy Weber Scholarship Fund | |
| Employer Identification Number (EIN) | 916024706 |
| Name of Organization | Philip P And Lucy Weber Scholarship Fund |
| Address | PO BOX 831041, Dallas, TX 75283-1041 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 06/1963 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| 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 | $80,073 |
| Amount of Income | $9,990 |
| Form 990 Revenue Amount | $3,516 |
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 | $3,516 | $3,516 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,890 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $626 | |||
| Total expenses and disbursements | $6,208 | $2,063 | $0 | $4,145 |
| Compensation of officers, directors, trustees, etc. | $3,424 | |||
| Total operating and administrative expenses | $4,258 | $2,063 | $2,195 | |
| Contributions, gifts, grants paid | $1,950 | |||
| Excess of revenue over expenses and disbursements | $-2,692 | |||
| Net investment income | $1,453 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $77,779 | $76,521 |
| 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 | $71,792 | |
| Other | $5,987 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $77,779 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $626 |
| 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 | $29 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $29 |
| 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 | $82,112 |
| Net value of noncharitable-use assets | $80,880 |
| Minimum investment return | $4,044 |
| Distributable Amount (for 2011) | |
| Distributable amount | $4,395 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $4,395 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $1,338 |
| 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 | Phi Kappa Sigma Fraternity | 3507 Pond Street, Fort Worth, TX 76129 | TX | 1940-12 | $104,106 |
| 2 | Phi Kappacchi Fraternity | 1 Bear Place Unit 85590, Waco, TX 76798 | TX | 1994-07 | $129,555 |
| 3 | Phi Rho Sigma Medical Society, Alpha Nu Chapter | PO BOX 538, Galveston, TX 77553-0538 | TX | 1960-04 | $64,146 |
| 4 | Phil And Linda Hardberger Foundation | PO BOX 15347, San Antonio, TX 78212-8547 | TX | 2000-12 | $139,488 |
| 5 | Phil Arms Ministries | PO BOX 40, Thompsons, TX 77471 | TX | 1974-03 | $0 |
| 6 | Hellenic Cultural Center Of The Southwest | Po Box 66431, Houston, TX 77266-6431 | TX | 2006-05 | $8,000 |
| 7 | Philadelphia Foundation | 3757 Loop 1781, Rockport, TX 78382 | TX | 1986-10 | $62 |
| 8 | Philanthrophy Inc | 3110 Webb Ave Ste 203, Dallas, TX 75205-3499 | TX | 1997-08 | $192,288 |
| 9 | Philecology Foundation | 201 Main St Ste 2300, Fort Worth, TX 76102-3137 | TX | 2007-07 | $7,701,139 |
| 10 | Philip P And Lucy Weber North Idaho Childrens Home Fund | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1963-06 | $68,555 |
| 11 | Philip P And Lucy Weber Scholarship Fund | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1963-06 | $9,990 |
| 12 | Philip P Weber And Lucy Weber Memorial Fund | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1963-06 | $71,179 |
| 13 | Philippian Ministries Inc | 1002 Weeson Rd, Forney, TX 75126-5124 | TX | 1981-06 | $44,388 |
| 14 | Philippine Community Center Inc | 401 School St, Garland, TX 75042 | TX | 1991-04 | $74,387 |
| 15 | Philippine Nurses Association Of El Paso | 6091 Via Serena, El Paso, TX 79912 | TX | 1993-09 | $0 |
| 16 | Philippine Relief Fund | 554 Underwood Rd, Marshall, TX 75672-4250 | TX | 1997-03 | $6,950 |
| 17 | Philippine Women Of America Inc | 13670 Remuda Ranch Drive, San Antonio, TX 78254 | TX | 2002-10 | $39,109 |
| 18 | Phillip B Jesko Memorial Scholarship Fund | 538 Highway 214, Muleshoe, TX 79347-3734 | TX | 1988-08 | $116 |
| 19 | Phillip Baker Ministries | PO BOX 1708, Dickinson, TX 77539-1708 | TX | 2004-03 | $175,566 |
| 20 | Phillip Bruton Ministries International | 141 Brockway Dr, Rockwall, TX 75032-5602 | TX | 2002-06 | $25,287 |
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