Success Foundation, Mark Deloach Ttee in Lake 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
- Organizations performing similar types of work
Success Foundation, Mark Deloach Ttee | |
Employer Identification Number (EIN) | 266091578 |
Name of Organization | Success Foundation |
Secondary Name | Mark Deloach Ttee |
Address | 200 Swisher Rd, Lake Dallas, TX 75065-2324 |
Subsection | Charitable Organization |
Ruling Date | 03/2008 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $100,000 to $499,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $214,851 |
Amount of Income | $29,586 |
Form 990 Revenue Amount | $496,596 |
National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations |
Non-representatives - add comments:
Amount of income in 2013: $29,586 (it was $33,883 in 2012)
This organization: | $29,586 |
Other organizations performing similar types of work: | $107,502 |
Assets in 2013: $214,851 (it was $182,815 in 2012)
This organization: | $214,851 |
Other organizations performing similar types of work: | $322,766 |
Expenses in 2012: $46,376
This organization: | $46,376 |
Other organizations performing similar types of work: | $58,249 |
Income to expenses ratio in 2012: 0.6
Success Foundation, Mark Deloach Ttee: | 0.6 |
Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2012: 100.0%
This organization: | 100.0% |
Other organizations performing similar types of work: | 98.7% |
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 | $33,883 | $0 | $0 | |
Contributions, gifts, grants, etc., received | $33,883 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $0 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $46,376 | $0 | $0 | $46,376 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $46,376 | $0 | $46,376 | |
Contributions, gifts, grants paid | $0 | |||
Excess of revenue over expenses and disbursements | $-12,493 | |||
Net investment income | $0 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $182,815 | $182,815 |
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 | $182,815 | |
Total liabilities | $49,940 | |
Mortgages and other notes payable | $0 | |
Other | $49,940 | |
Total liabilities and net assets/fund balances | $132,875 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
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 | $0 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $0 |
Overpayment | $0 |
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? | 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 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? | Yes |
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 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 | $37,650 |
Net value of noncharitable-use assets | $37,080 |
Minimum investment return | $1,854 |
Distributable Amount (for 2012) | |
Distributable amount | $1,854 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $1,854 |
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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Organizations performing similar types of work | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Nancy Smith Hurd Foundation Tr, Nancy Smith Hurd Ttee | 1177 Ne Loop 410, San Antonio, TX 78209-1517 | TX | 2007-03 | $47,344,536 |
2 | William A Brookshire Foundation | 7825 Park Place Blvd, Houston, TX 77087-4639 | TX | 2000-08 | $9,373,866 |
3 | Swbc Foundation | 9311 San Pedro Ave Ste 600, San Antonio, TX 78216-4459 | TX | 2005-05 | $4,724,714 |
4 | Todd Brock Family Foundation | 4349 Crow Rd, Beaumont, TX 77706-7082 | TX | 2008-04 | $4,531,788 |
5 | Mark And Judith Cook Foundation | 103 Baronet Woods Ct, The Woodlands, TX 77382-2649 | TX | 2012-01 | $3,252,413 |
6 | Orix Foundation | 1717 Main St Ste 900, Dallas, TX 75201-4687 | TX | 2009-11 | $2,932,154 |
7 | Fifth Age Of Man Foundation -A Delaware Non-Profit Corporation | 4211 Long Champ Dr, Austin, TX 78746-1161 | TX | 2011-07 | $2,801,855 |
8 | Carl A Davis And Lois E Davis Foundation | 2700 Post Oak Blvd Ste 1050, Houston, TX 77056-5709 | TX | 2011-12 | $2,415,110 |
9 | Ruth And Paul Connor Foundation | 2112 Rio Grande St, Austin, TX 78705-5513 | TX | 2000-08 | $2,289,226 |
10 | The Dell Foundation Inc | 1 Dell Way Msc Rr1-8035, Round Rock, TX 78682-7000 | TX | 1995-04 | $2,265,783 |
11 | White Family Foundation | 205 Lighthouse Dr, Horseshoe Bay, TX 78657-5870 | TX | 2009-02 | $2,252,149 |
12 | The@jo And Joe Ford Family Foundation | 2828 Hood St Apt 1303, Dallas, TX 75219-7810 | TX | 2008-03 | $2,149,206 |
13 | Whitacre Family Foundation | 745 E Mulberry Ave Ste 475, San Antonio, TX 78212-3127 | TX | 2003-09 | $2,108,858 |
14 | Saint Benedict Of Nursia Foundation | 800 Gessner Rd Ste 1260, Houston, TX 77024-4273 | TX | 2012-04 | $2,003,730 |
15 | Tuw P M & J G Williamson Fdn | PO BOX 831041, Dallas, TX 75283-1041 | TX | 2011-02 | $1,209,370 |
16 | Celanese Foundation | 222 W Las Colinas Blvd Ste 900n, Irving, TX 75039-5421 | TX | 2013-02 | $1,149,547 |
17 | Susan Schwartz Family Foundation | 14801 Quorum Dr Ste 500, Dallas, TX 75254-1449 | TX | 2012-01 | $1,065,202 |
18 | Rochelle & Max Levit Family Foundation | PO BOX 14200, Houston, TX 77221-4200 | TX | 1999-03 | $930,581 |
19 | Rwm Foundation | 7373 Broadway St Ste 502, San Antonio, TX 78209-3269 | TX | 2001-10 | $840,328 |
20 | Smith Family Foundation | 5227 Tortuga Trl, Austin, TX 78731-4501 | TX | 2009-03 | $807,369 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 3,013 |
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