Mabelle M George Education Trust, Mcmillan Melvin A Ttee in Montesano, Washington (WA)
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 Washington
Mabelle M George Education Trust, Mcmillan Melvin A Ttee | |
Employer Identification Number (EIN) | 916358636 |
Name of Organization | Mabelle M George Education Trust |
Secondary Name | Mcmillan Melvin A Ttee |
Address | 43 Kayla Dr, Montesano, WA 98563-9654 |
Activities | Scholarships (other) |
Subsection | Charitable Organization |
Ruling Date | 02/1994 |
Deductibility | Contributions are deductible |
Foundation | Private operating foundation (other) |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2012 |
Assets | $100,000 to $499,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $122,818 |
Amount of Income | $34,064 |
Form 990 Revenue Amount | $-13,463 |
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 | $14,960 | $7,688 | $7,688 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $235 | |||
Dividends and interest from securities | $6,018 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $1,435 | |||
Other | $7,272 | |||
Total expenses and disbursements | $17,237 | $2,237 | $2,237 | $17,237 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $2,237 | $2,237 | $2,237 | |
Contributions, gifts, grants paid | $15,000 | |||
Excess of revenue over expenses and disbursements | $-2,277 | |||
Net investment income | $5,451 | |||
Adjusted net income | $5,451 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $122,818 | $135,334 |
Cash - non-interest-bearing | $14 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $85,174 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $15,000 | |
Other | $22,630 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $122,818 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $7,272 |
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 | $55 |
Total credits and payments | $364 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $364 |
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 | $309 |
Amount to be credited to 2013 estimated tax | $309 |
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? | Yes |
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 | $114,538 |
Net value of noncharitable-use assets | $112,820 |
Minimum investment return | $5,641 |
Distributable Amount (for 2012) | |
Distributable amount | $5,586 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $5,586 |
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 | $5,451 | $712 | $6,817 | $5,099 | $18,079 |
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 Washington | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | M J Foundation The | Po Box1076, Kalama, WA 98625 | WA | 2008-03 | $0 |
2 | Jack And Shirley Mcintyre Foundation | 18609 15th Ave Nw, Shoreline, WA 98177-3307 | WA | 2001-11 | $3,429,999 |
3 | M R C W Foundation | 1303 E Lynn St, Seattle, WA 98102-4007 | WA | 1982-10 | $5,543 |
4 | Maap Foundation | Po Box 358, Pacific Beach, WA 98571 | WA | 1999-02 | $0 |
5 | Maasai Association | PO BOX 868, Medina, WA 98039-0868 | WA | 2002-08 | $120,170 |
6 | Maasai Childrens Initiative | PO BOX 2010, Vashon, WA 98070-2010 | WA | 2008-03 | $186,362 |
7 | Maasai Environmental Resource Coalition | 12036 Hiram Place Ne, Seattle, WA 98125 | WA | 1998-04 | $0 |
8 | Maasai Womens Education And Empower Ment Program | Po Box 1958, Silverdale, WA 98383 | WA | 2008-07 | $0 |
9 | Mabel R Wilson Tr 411-816634 012588 | PO BOX 121236, Seattle, WA 98102 | WA | 1992-01 | $277,355 |
10 | Mabel Swan Ii | C/O Maureen Adkison 806 Crest Drive, Yakima, WA 98908 | WA | 1997-04 | $174,765 |
11 | Mabelle M George Education Trust, Mcmillan Melvin A Ttee | 43 Kayla Dr, Montesano, WA 98563-9654 | WA | 1994-02 | $34,064 |
12 | Macdonald-Will Foundation | 11808 Nyanza Rd Sw, Lakewood, WA 98499-1462 | WA | 1966-09 | $49,219 |
13 | Macha Monkey Productions | 2222 2nd Ave Ste 200, Seattle, WA 98121 | WA | 2002-04 | $32,127 |
14 | Machias Parent-Teacher Group | 231 147th Ave Se, Snohomish, WA 98290 | WA | 2005-05 | $41,580 |
15 | Machine Embroiderers Of Oregon And Washington Meow | 8724 209th Place Sw, Edmonds, WA 98026-6911 | WA | 1989-01 | $0 |
16 | Macrae Foundation | 8030 Se 20th St, Mercer Island, WA 98040-2234 | WA | 2000-09 | $3,148,236 |
17 | Madhouse Project | PO BOX 22667, Seattle, WA 98122-0667 | WA | 2007-04 | $213,132 |
18 | Madison Elementary Parent Teacher Association | 319 W Nebraska, Spokane, WA 99205-6249 | WA | 2006-07 | $0 |
19 | Madison Ptsa 6 15 425 | 3429 45th Ave Sw, Seattle, WA 98116-3330 | WA | 1998-01 | $78,729 |
20 | Madremonte Foundation | 3621 80th Ave Se, Mercer Island, WA 98040-3523 | WA | 2007-12 | $501 |
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