Southern Union Charitable Foundation in Houston, 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
- Organizations performing similar types of work
| Southern Union Charitable Foundation | |
| Employer Identification Number (EIN) | 203634627 |
| Name of Organization | Southern Union Charitable Foundation |
| In Care of Name | Southern Union Company |
| Address | 5051 Westheimer Rd, Houston, TX 77056-5622 |
| Subsection | Charitable Organization |
| Ruling Date | 10/2005 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $2,977 |
| Amount of Income | $3,511 |
| Form 990 Revenue Amount | $3,511 |
| National Taxonomy of Exempt Entities (NTEE) | Public Safety, Disaster Preparedness and Relief: Disaster Preparedness and Relief Services |
Non-representatives - add comments:
Amount of income in 2011: $3,511 (it was $2 in 2010)
| This organization: | $3,511 |
| Other organizations performing similar types of work: | $63,123 |
Assets in 2011: $2,977 (it was $4,714 in 2010)
| This organization: | $2,977 |
| Other organizations performing similar types of work: | $46,386 |
Expenses in 2011: $5,248
| Southern Union Charitable Foundation: | $5,248 |
| Other organizations performing similar types of work: | $52,847 |
Income to expenses ratio in 2011: 0.7
| This organization: | 0.7 |
| Other organizations performing similar types of work: | 0.9 |
Grants share in income in 2011: 100.0%
| Southern Union Charitable Foundation: | 100.0% |
| Other organizations performing similar types of work: | 90.3% |
Revenue for 2011
Expenses 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 | $3,511 | $1 | $1 | |
| Contributions, gifts, grants, etc., received | $3,510 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $5,248 | $4,248 | $4,248 | $5,248 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $4,248 | $4,248 | $4,248 | |
| Contributions, gifts, grants paid | $1,000 | |||
| Excess of revenue over expenses and disbursements | $-1,737 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,977 | $2,977 |
| Cash - non-interest-bearing | $2,977 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,977 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $5,695 |
| Net value of noncharitable-use assets | $5,620 |
| Minimum investment return | $281 |
| Distributable Amount (for 2011) | |
| Distributable amount | $281 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $281 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | West Tx Foundation Inc, West Long-Term Recovery | 510 E Oak St, West, TX 76691-1619 | TX | 2013-07 | $4,356,137 |
| 2 | Soldiers Angels | 2700 Ne Loop 410 Ste 310, San Antonio, TX 78217-4822 | TX | 2004-03 | $3,303,235 |
| 3 | Bastrop County Long Term Recovery Team | PO BOX 1975, Bastrop, TX 78602-8975 | TX | 2012-04 | $2,131,682 |
| 4 | Austin Disaster Relief Network | Po Box 3817, Cedar Park, TX 78630 | TX | 2009-07 | $1,092,723 |
| 5 | Southeast Texas Interfaith Organization For Disaster Recovery | 3617 Gulfway Dr, Port Arthur, TX 77642-3675 | TX | 2006-09 | $1,016,111 |
| 6 | Jeff Davis County Relief Fund | Po Box 2174, Fort Davis, TX 79734 | TX | 2011-05 | $598,850 |
| 7 | Tenet Care Fund | 1445 Ross Ave Ste 1400, Dallas, TX 75202-2703 | TX | 2010-09 | $487,673 |
| 8 | Coastal Guardians Outreach | 4009 Pernitas Creek Dr, Corp Christi, TX 78410-3746 | TX | 2011-03 | $200,753 |
| 9 | Aubrey Good Employee Assistancefund | 2900 Ranch Trl, Irving, TX 75063-7355 | TX | 2007-11 | $192,800 |
| 10 | The Help Foundaiton | 609 Oak Harbor Dr, Houston, TX 77062 | TX | 2001-09 | $165,492 |
| 11 | International Association Of Fire Fighters, 4405l Prof Fire Fighters Associatio | 602 N Baird St Ste 207, Midland, TX 79701-4767 | TX | 1959-03 | $143,707 |
| 12 | Volunteer Fire Department Ofnorthshore | 4736 County Road 203, Tioga, TX 76271-2378 | TX | 2008-01 | $143,032 |
| 13 | Reliefnow Network | 426 N Winding Oaks Dr, Wylie, TX 75098-4562 | TX | 2006-01 | $135,368 |
| 14 | Rural Hill Emergency Medical | PO BOX 363, Hubbard, TX 76648-0363 | TX | 2001-11 | $131,622 |
| 15 | Serving God By Serving Others Incorporated | 2625 Round Table Blvd, Lewisville, TX 75056-5723 | TX | 2012-01 | $131,268 |
| 16 | New Life Missions International | PO BOX 9, Spring, TX 77383-0009 | TX | 2011-07 | $123,273 |
| 17 | Apostleship Of The Sea Of The United States Of America | 1500 Jefferson Dr, Port Arthur, TX 77642-0646 | TX | 2009-04 | $120,617 |
| 18 | Texr Foundation | PO BOX 92777, Southlake, TX 76092-0777 | TX | 2012-09 | $101,512 |
| 19 | District 5790 Foundation Inc | 600 Six Flags Drive, Arlington, TX 76011 | TX | 2010-03 | $93,952 |
| 20 | Wpi Firefighters Fund | 200 Greenleaf St, Fort Worth, TX 76107-1471 | TX | 2000-04 | $89,627 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 2,800 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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