Ralph Wilson Public Trust in Temple, 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
Ralph Wilson Public Trust | |
Employer Identification Number (EIN) | 237351606 |
Name of Organization | Ralph Wilson Public Trust |
In Care of Name | Sharon Wilson |
Address | 5006 Sunflower Ln, Temple, TX 76502-4887 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 03/1974 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2010 |
Assets | $1,000,000 to $4,999,999 |
Income | $500,000 to $999,999 |
Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
Asset Amount | $3,060,907 |
Amount of Income | $887,403 |
Form 990 Revenue Amount | $87,762 |
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 | $87,762 | $126,204 | $82,752 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $1,028 | |||
Dividends and interest from securities | $102,823 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $-21,099 | |||
Other | $5,010 | |||
Total expenses and disbursements | $3,187,425 | $17,021 | $0 | $3,170,188 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $17,237 | $17,021 | $0 | |
Contributions, gifts, grants paid | $3,170,188 | |||
Excess of revenue over expenses and disbursements | $-3,099,663 | |||
Net investment income | $109,183 | |||
Adjusted net income | $82,752 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $3,925 | $3,932 |
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 | $485 | |
Other | $3,440 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $3,925 |
Capital Gains and Losses for Tax on Investment Income (for 2011) | |
Capital gain net income | $5,010 |
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 | $1,092 |
Total credits and payments | $3,000 |
2011 estimated tax payments and 2010 overpayment credited to 2011 | $3,000 |
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 | $1,908 |
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? | 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 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 | $3,033,208 |
Net value of noncharitable-use assets | $2,987,720 |
Minimum investment return | $149,386 |
Distributable Amount (for 2011) | |
Distributable amount | $148,294 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $148,294 |
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 | Ralph A Johnston Foundation Inc | 408 Longwoods Ln, Houston, TX 77024-5617 | TX | 1960-09 | $1,217,003 |
2 | Ralph And Billie Howard Foundation For Scholarship And Technology | 1525 Wilana Dr, Tyler, TX 75703-0436 | TX | 1997-02 | $6,767 |
3 | Ralph And Genevieve B Horween Foundation | 14887 Hwy 105 W, Montgomery, TX 77356-5672 | TX | 1993-07 | $207,105 |
4 | Ralph B Rogers Foundation | 4848 Lemmon Ave Suite 100-402, Dallas, TX 75219-1400 | TX | 2005-12 | $2,028,620 |
5 | Ralph Buchanan Albaugh Trust | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1945-09 | $688,400 |
6 | Ralph G Campbell And Jeroleen Johnson Campbell Foundation Inc | 6300 Ridglea Pl Ste 1114, Fort Worth, TX 76116-5737 | TX | 1995-05 | $1,296,853 |
7 | Ralph H And Ruth J Mc Cullough Foundation | 1300 Post Oak Blvd Ste 2000, Houston, TX 77056-8000 | TX | 1981-07 | $3,228,148 |
8 | Ralph T Morris Charitable Trust | BANK OF AMERICA NA PO BOX 831, Dallas, TX 75283-1041 | TX | 1995-09 | $905,222 |
9 | Ralph Tillman & Reba Daniel Ferrell Family Foundation | 5713 Arcady Pl, Plano, TX 75093-4224 | TX | 1998-03 | $1 |
10 | Ralph Wilson Plastics Employees Scholarship Fund | 600 General Bruce Dr, Temple, TX 76504 | TX | 1977-04 | $132,677 |
11 | Ralph Wilson Public Trust | 5006 Sunflower Ln, Temple, TX 76502-4887 | TX | 1974-03 | $887,403 |
12 | Ramakrishna Vedanta Society Of North Texas | 119 W Scotland Dr, Irving, TX 75062-6726 | TX | 2006-04 | $126,246 |
13 | Rameses School Of San Antonio Texas | 309 N Hackberry, San Antonio, TX 78202-2818 | TX | 1997-03 | $450 |
14 | Ramesh And Kalpana Bhatia Familyfoundation | 7101 Atco Dr, Fort Worth, TX 76118-7029 | TX | 2006-11 | $500,001 |
15 | Ramesh Richard Evangelism And Church Health | 17110 Dallas Pkwy Ste 230, Dallas, TX 75248-1178 | TX | 1988-05 | $2,640,717 |
16 | Ramey Water Supply Corporation | PO BOX 58, Mineola, TX 75773-0058 | TX | 1977-11 | $860,754 |
17 | Ramkabir Bhakta Mahila Mandal Of San Antonio Inc | 3257 Sw Military Dr, San Antonio, TX 78211 | TX | 2009-03 | $7,426 |
18 | Ramona F Bass Foundation | 201 Main St Ste 2300, Fort Worth, TX 76102-3137 | TX | 2006-11 | $18 |
19 | Ranch Academy And Life Skills Center Inc | 1311 W Irving Blvd, Irving, TX 75061-7220 | TX | 1998-08 | $1,655,043 |
20 | Ranch Cowboy Rodeo Association | 810 Cr 108, Carthage, TX 75633 | TX | 2006-06 | $0 |
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