W H Osborn Trust, First Natl Bk Of Topeka 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
| W H Osborn Trust, First Natl Bk Of Topeka | |
| Employer Identification Number (EIN) | 486104033 |
| Name of Organization | W H Osborn Trust |
| Secondary Name | First Natl Bk Of Topeka |
| In Care of Name | Nationsbank Na |
| Address | PO BOX 831041, Dallas, TX 75283-1041 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Tax Period | 12/2012 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $10,944 |
| Amount of Income | $486 |
| Form 990 Revenue Amount | $85,818 |
Non-representatives - add comments:
Revenue 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 | $486 | $8 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $478 | |||
| Total expenses and disbursements | $4 | $0 | $0 | $4 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $0 | $0 | $0 | |
| Contributions, gifts, grants paid | $4 | |||
| Excess of revenue over expenses and disbursements | $482 | |||
| Net investment income | $8 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $10,944 | $10,944 |
| 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 | $10,944 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $10,944 | |
| 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 | $856 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $856 |
| 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 | $856 |
| 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? | 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 | $10,748 |
| Net value of noncharitable-use assets | $10,580 |
| Minimum investment return | $529 |
| Distributable Amount (for 2012) | |
| Distributable amount | $529 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $529 |
| 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 | W B T & S Foundation Inc | Po Box 457, Groveton, TX 75845 | TX | 2000-04 | $37,433 |
| 2 | Tr Uw W C Fuller | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1976-06 | $150,144 |
| 3 | W D Kelley Foundation | 707 S Rock St, Georgetown, TX 78626-5718 | TX | 2001-10 | $2,554,056 |
| 4 | W Don Stone Charitable Foundation | 24282 Fm 490 E, Raymondville, TX 78580-1829 | TX | 1997-03 | $1 |
| 5 | W G Barber Scholarship Fund | 12440 Rojas Dr, El Paso, TX 79928-5200 | TX | 1994-03 | $2,839 |
| 6 | W G Conway Family Foundation | 543 Busby Ste C, San Antonio, TX 78209-1116 | TX | 1999-04 | $1 |
| 7 | W H & Mary Ellen Cobb Charitable Tr | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1996-05 | $701,198 |
| 8 | W H Francis Foundation | 2929 Carlisle St Ste 150, Dallas, TX 75204-1035 | TX | 1957-12 | $69,079 |
| 9 | W H Mercer Sr Memorial Fund | 909 N Colorado St, Edna, TX 77957-2323 | TX | 2002-03 | $845 |
| 10 | W H Miekow Educational Trust | 322 Preston St, Columbus, TX 78934-1942 | TX | 1981-12 | $3,203 |
| 11 | W H Osborn Trust, First Natl Bk Of Topeka | PO BOX 831041, Dallas, TX 75283-1041 | TX | $486 | |
| 12 | W J & Lela Budwine Foundation Inc | PO BOX 6007, Huntsville, TX 77342-6007 | TX | 1998-01 | $225,582 |
| 13 | W K Gordon Jr Family Foundation | 201 Main St Ste 600, Fort Worth, TX 76102-3110 | TX | 1998-01 | $173,606 |
| 14 | W L Calvert Memorial Scholarship Trust | 13622 Kingsride Ln, Houston, TX 77079-5926 | TX | 1975-01 | $412,329 |
| 15 | W N And Jane Enger Foundation Inc | 10672 County Road 3909, Athens, TX 75752-3863 | TX | 2001-03 | $100 |
| 16 | W Oscar Neuhaus Memorial Foundation | 4433 Bissonnet St, Bellaire, TX 77401-3217 | TX | 1980-11 | $7,563,397 |
| 17 | W P & Bulah Luse Foundation | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1949-10 | $7,133,466 |
| 18 | W P & Dell Andrews Newell Charitable Trust | PO BOX 701, Abilene, TX 79604-0701 | TX | 1967-05 | $4,119,975 |
| 19 | W R And M A Gordon Foundation | 8030 Frankford Rd Apt 22, Dallas, TX 75252-6836 | TX | 1997-02 | $106,417 |
| 20 | W R Hammond Trust | PO BOX 41629, Austin, TX 78704-0028 | TX | 1999-08 | $241,997 |
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