Wendland 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
| Wendland Trust | |
| Employer Identification Number (EIN) | 746048638 |
| Name of Organization | Wendland Trust |
| Address | PO BOX 40, Temple, TX 76503-0040 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1955 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $320,818 |
| Amount of Income | $97,596 |
| Form 990 Revenue Amount | $-17,869 |
Non-representatives - add comments:
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 | $-17,869 | $6,326 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $6,285 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-1,389 | |||
| Total expenses and disbursements | $19,039 | $1,539 | $0 | $17,500 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,539 | $1,539 | $0 | |
| Contributions, gifts, grants paid | $17,500 | |||
| Excess of revenue over expenses and disbursements | $-36,908 | |||
| Net investment income | $4,787 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $320,818 | $336,285 |
| Cash - non-interest-bearing | $147 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $274,225 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $3,072 | |
| Other | $43,374 | |
| Total liabilities | $2,000 | |
| Mortgages and other notes payable | $2,000 | |
| Total liabilities and net assets/fund balances | $318,818 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-22,765 |
| 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 | $96 |
| Total credits and payments | $640 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $640 |
| 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 | $544 |
| Amount to be credited to 2012 estimated tax | $544 |
| 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 | $399,110 |
| Net value of noncharitable-use assets | $393,120 |
| Minimum investment return | $19,656 |
| Distributable Amount (for 2011) | |
| Distributable amount | $19,560 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $19,560 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $19,405 |
| 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 | Well Of The Oath Legal Clinic | Po Box 1893, Colleyville, TX 76034 | TX | 2010-05 | $0 |
| 2 | Wellington Activities Center Inc | 505 Corsicana St, Wellington, TX 79095-2762 | TX | 2000-03 | $213,924 |
| 3 | Wellington Opportunity Center Inc | PO BOX 122, Wellington, TX 79095-0122 | TX | 1999-11 | $98,061 |
| 4 | Wellington Ritz Theatre Inc | PO BOX 202, Wellington, TX 79095-0202 | TX | 2008-04 | $252,115 |
| 5 | Wellington Volunteer Fire Department Inc | PO BOX 307, Wellington, TX 79095-0307 | TX | 1999-02 | $31,233 |
| 6 | Wellmed Charitable Foundation | 8637 Fredericksburg Road, San Antonio, TX 78240-1283 | TX | 2007-05 | $1,504,076 |
| 7 | Wells Branch Armada Summer Swim Team | 2110 Klattenhoff Drive, Austin, TX 78728-5405 | TX | 1991-04 | $0 |
| 8 | Wells Texas Foundation Inc | 1919 Highway 35 North 466, Rockport, TX 78382 | TX | 1999-06 | $10,983 |
| 9 | Wellspring Worship Ministries Inc | 11152 Westheimer Road Room 719, Houston, TX 77042-3208 | TX | 2005-12 | $49,626 |
| 10 | Wellsprings Guild | PO BOX 311183, Houston, TX 77231-3183 | TX | 1992-09 | $80,239 |
| 11 | Wendland Trust | PO BOX 40, Temple, TX 76503-0040 | TX | 1955-05 | $97,596 |
| 12 | Wendy & Emery Reves Foundation Inc | Edward A Copley 1700 Pacific Ave No, Dallas, TX 75201 | TX | 1968-04 | $1 |
| 13 | Wenzel Family Foundation | 14140 Frances St, Needville, TX 77461-7500 | TX | 2003-01 | $155,142 |
| 14 | Weslaco Bi-Cultural Museum Society Inc | PO BOX 8062, Weslaco, TX 78599-8062 | TX | 1971-08 | $104,173 |
| 15 | Weslaco Bicultural Museum Guild | PO BOX 8062, Weslaco, TX 78599-8062 | TX | 2002-01 | $252 |
| 16 | Wesley Community Center | PO BOX 586, Robstown, TX 78380-0586 | TX | 1953-03 | $870,614 |
| 17 | Wesley Community Center Foundation | 1615 S Roberts St, Amarillo, TX 79102-4330 | TX | 2002-04 | $784,344 |
| 18 | Wesley Community Center Inc | 1410 Lee St, Houston, TX 77009-8228 | TX | 1971-08 | $2,407,106 |
| 19 | Wesley Putnam Ministries | 1320 Brown Trl, Bedford, TX 76022-6402 | TX | 1981-09 | $391,949 |
| 20 | Wesley Village Retirement Home Inc | 2800 Loy Lake Rd, Denison, TX 75020-5648 | TX | 1985-08 | $1,606,394 |
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