Maupin-Sizemore Foundation Inc in Roanoke, Virginia (VA)
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 Virginia
| Maupin-Sizemore Foundation Inc | |
| Employer Identification Number (EIN) | 541661338 |
| Name of Organization | Maupin-Sizemore Foundation Inc |
| Address | 3138 Stoneridge Rd Sw, Roanoke, VA 24014-4218 |
| Activities | Health clinic |
| Subsection | Charitable Organization |
| Ruling Date | 06/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $5,589,323 |
| Amount of Income | $4,381,800 |
| Form 990 Revenue Amount | $4,277,734 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets 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 | $4,277,734 | $437,145 | $24,085 | |
| Contributions, gifts, grants, etc., received | $3,840,589 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $24,085 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $399,439 | |||
| Other | $13,621 | |||
| Total expenses and disbursements | $634,368 | $32,345 | $0 | $568,200 |
| Compensation of officers, directors, trustees, etc. | $24,000 | |||
| Total operating and administrative expenses | $66,168 | $32,345 | $0 | |
| Contributions, gifts, grants paid | $568,200 | |||
| Excess of revenue over expenses and disbursements | $3,643,366 | |||
| Net investment income | $404,800 | |||
| Adjusted net income | $24,085 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $5,589,323 | $6,118,174 |
| Cash - non-interest-bearing | $1,813,940 | |
| Investments-U.S. and state government obligations | $214,671 | |
| Investments-corporate stock | $2,258,408 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $855,863 | |
| Other | $446,441 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $5,589,323 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $13,621 |
| 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 | $4,048 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $10 |
| Tax due | $4,058 |
| 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? | 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 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 | $1,155,029 |
| Net value of noncharitable-use assets | $1,137,700 |
| Minimum investment return | $56,885 |
| Distributable Amount (for 2012) | |
| Distributable amount | $52,837 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $52,837 |
| 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 | $1 | $0 | $0 | $0 | $1 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| 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 Virginia | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Mattaponi Heritage Foundation | 1467 Mattaponi Reservation Circle, West Point, VA 23181 | VA | 1996-02 | $55,737 |
| 2 | Mattaponi Kennel Club Inc | 4 Sugargrove Dr, Fredericksbrg, VA 22406-8416 | VA | 1978-01 | $120,446 |
| 3 | Mattaponi Pamunkey Monacan Consortium | 5036 Indian Neck Rd, Indian Neck, VA 23148-2322 | VA | 1985-07 | $195,757 |
| 4 | Mattaponi Volunteer Rescue Squad Inc | PO BOX 15, Walkerton, VA 23177-0015 | VA | 1996-07 | $343,833 |
| 5 | Matthew 25 34-40 Foundation | 6422 Alloway Ct, Springfield, VA 22152-2801 | VA | 2002-01 | $262,783 |
| 6 | Matthew T Blackwood Foundationtrust, Matthew T Blackwood Ttee | PO BOX 559, Deltaville, VA 23043-0559 | VA | 2008-09 | $229,083 |
| 7 | Matthews Center For Visual Learning | 10651 Lomond Dr, Manassas, VA 20109-2808 | VA | 2000-08 | $2,610,988 |
| 8 | Matthews Living History Farm Foundation | Po Box 356, Independence, VA 24348 | VA | 1994-11 | $0 |
| 9 | Mattie C Williamson Fund 11-111- 6383830, 009-044206383830 | PO BOX 191, Danville, VA 24543-0191 | VA | $159,018 | |
| 10 | Mattie N Bonham Trust, Farmers & Merchants National Bank | 38 Rouss Ave, Winchester, VA 22601-4738 | VA | 1995-07 | $1,017,719 |
| 11 | Maupin-Sizemore Foundation Inc | 3138 Stoneridge Rd Sw, Roanoke, VA 24014-4218 | VA | 1993-06 | $4,381,800 |
| 12 | Maury High School Boosters Association | 327 W 21st St Ste 203, Norfolk, VA 23517-2130 | VA | 1979-09 | $71,378 |
| 13 | Maverick Softball | 825 Mcdonald Rd, Winchester, VA 22602-2028 | VA | 2002-10 | $99,956 |
| 14 | Max Meadows Volunteer Fire Department Inc | PO BOX 432, Max Meadows, VA 24360 | VA | 1967-09 | $41,946 |
| 15 | Maximum All-Star Xplosion Cheer Inc | 4032 Providence Rd, Hayes, VA 23072-2703 | VA | 2008-05 | $81,017 |
| 16 | Maximus Foundation | 1891 Metro Center Dr, Reston, VA 20190-5287 | VA | 2000-09 | $665,847 |
| 17 | Maxwelton And Lachlan Foundation | 702 Evergreen Avenue, Charlottesville, VA 22902 | VA | 2009-04 | $0 |
| 18 | May Foundation | 1210 Perry William Dr, Mclean, VA 22101-2320 | VA | 1967-03 | $1 |
| 19 | May Liang And James Lintott Foundation | 2325 Dulles Corner Blvd Ste 670, Herndon, VA 20171-4683 | VA | 1999-04 | $196,112 |
| 20 | Mayfair Estates Civic Association Inc | 4310 Oxbridge Road, North Chesterfield, VA 23236 | VA | 1975-07 | $1,200 |
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