Fischer Martha Tuw Scholarship Fd 8 in Mobile, Alabama (AL)

Fischer Martha Tuw Scholarship Fd 8
Employer Identification Number (EIN)	376206750
Name of Organization	Fischer Martha Tuw Scholarship Fd 8
In Care of Name	Regions Bank Tr Dept
Address	PO BOX 28, Mobile, AL 36601-0028
Subsection	4947(a)(1) - Private Foundation (Form 990PF Filer)
Foundation	All organizations except 501(c)(3)
Exempt Organization Status	Trust described in section 4947(a)(2) of the IR Code
Tax Period	12/2013
Assets	$100,000 to $499,999
Income	$100,000 to $499,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$180,093
Amount of Income	$252,788
Form 990 Revenue Amount	$13,075

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$16,536	$16,208	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$4,991
Gross rents	$0
Gross sales price for all assets	$247,797
Gross profit from sales of goods	$0
Other income	$0
Other	$11,545
Total expenses and disbursements	$12,661	$2,540	$0	$10,041
Compensation of officers, directors, trustees, etc.	$3,142
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$1,600
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$4,863	$2,540		$2,243
Contributions, gifts, grants paid	$7,798
Excess of revenue over expenses and disbursements	$3,875
Net investment income		$13,668
Adjusted net income			$0

	2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$175,915	$183,726	$176,221	$189,615	$180,093	$189,627
Cash - non-interest-bearing	$0		$68		$58
Investments-U.S. and state government obligations	$0		$0		$0
Investments-corporate stock	$49,883		$39,938		$38,506
Investments-corporate bonds	$123,220		$126,001		$127,106
Investments-mortgage loans	$0		$0		$0
Investments-other	$0		$0		$0
Other assets			$0		$0
Total liabilities	$0		$0		$0
Total liabilities and net assets/fund balances	$175,915		$176,221		$180,093

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$6,472	$7,443	$11,545
Net capital loss	$0	$0	$0

	2011	2012	2013
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$98	$102	$137
Total credits and payments	$40	$100	$104
Current year estimated tax payments and previous year's overpayment credited to current year	$40	$100	$104
Exempt foreign organizations-tax withheld at source	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$0
Backup withholding erroneously withheld	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0
Tax due		$2	$33
Overpayment		$0	$0
Amount to be credited to next year's estimated tax	$0	$0	$0

	2011	2012	2013
Statements Regarding Activities
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	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?		No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No
Did any persons become substantial contributors during the tax year?		No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No

	2011	2012	2013
Statements Regarding Activities for Which Form 4720 May Be Required
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	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	Yes	Yes	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	No	No
Agree to pay money or property to a government official?	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?		No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?		No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?		No	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	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	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	No	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	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?		No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No

	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$189,921	$189,786	$192,869
Net value of noncharitable-use assets		$186,939	$189,976
Minimum investment return	$9,354	$9,347	$9,499

	2011	2012	2013
Distributable Amount
Distributable amount	$9,256	$9,245	$9,362

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$9,256	$9,245	$9,362
Undistributed income for this year. This amount must be distributed in the next year	$8,610	$7,797	$7,118

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
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

Supplementary Information (for 2013)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$0	$0
Dividends and interest from securities	$4,991	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend Fischer Martha Tuw Scholarship Fd 8 to others? (optional)

Yes

Add photo of Fischer Martha Tuw Scholarship Fd 8 (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (18.119.143.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Korean War Veterans Association in Mobile, AL
Wee Can Know Inc in Mobile, AL
Decatur Youth Enrichment Association in Decatur, AL
National Association For The Advancement Of Colored People, 5017 Coffee County Branch Naacp in Enterprise, AL
Mystical Order Treasures Of The Isle in Orange Beach, AL
Parkinsons Support Group Of Huntsville in Huntsville, AL
Veterans Place in Montgomery, AL
Carlton Reese Memorial Unity Choir in Birmingham, AL
Southwest Alabama Veterans Association Inc in Prichard, AL
Rotary International in Opelika, AL

Recently Added Reviews

Korean War Veterans Association in Mobile, AL

Wee Can Know Inc in Mobile, AL

Decatur Youth Enrichment Association in Decatur, AL

National Association For The Advancement Of Colored People, 5017 Coffee County Branch Naacp in Enterprise, AL

Mystical Order Treasures Of The Isle in Orange Beach, AL

Parkinsons Support Group Of Huntsville in Huntsville, AL

Veterans Place in Montgomery, AL

Carlton Reese Memorial Unity Choir in Birmingham, AL

Southwest Alabama Veterans Association Inc in Prichard, AL

Rotary International in Opelika, AL

Id	Name	Address	State	Established	Total Income
Other organizations in Alabama
1	First Breath Ministries	760 County Road 27, Florence, AL 35634	AL	2004-07	$0
2	First Choice Life Enrichment Center Incorporated	PO BOX 8028, Birmingham, AL 35218-0028	AL	2001-02	$142,550
3	First Gulf Bank Charitablefoundation	919 Fairhope Ave, Fairhope, AL 36532	AL	2006-05	$8,385
4	First Light Inc	2230 4th Ave N, Birmingham, AL 35203-3802	AL	1998-04	$1,560,054
5	First National Bank Brewton Alabama Charitable Foundation	PO BOX 469, Brewton, AL 36427-0469	AL	1986-09	$99,309
6	First National Life Insurance Co Of America	PO BOX 11316, Birmingham, AL 35202-1316	AL	2002-02	$0
7	First Prioroty Of Alabama Inc	PO BOX 59365, Birmingham, AL 35259-9365	AL	1992-05	$412,822
8	First Tee Of Greater Alabama Chapter	2539 John Hawkins Pkwy Ste 187, Hoover, AL 35244-3555	AL	2002-04	$13,522
9	First United Methodist Churchfoundation Of Scottsboro Alabama In	1105 S Broad St, Scottsboro, AL 35768-2513	AL	2007-05	$130,120
10	First Word Ministries Inc	345 Shagbark Trl, Somerville, AL 35670-3231	AL	2002-11	$82,853
11	Fischer Martha Tuw Scholarship Fd 8	PO BOX 28, Mobile, AL 36601-0028	AL		$252,788
12	Fish & Loaves Ministries Inc	3290 Washington Valley Rd, Springville, AL 35146-4715	AL	2006-06	$10,900
13	Fish River Marlow Community Volunteer Fire Department Inc	13355 County Road 32, Summerdale, AL 36580-3916	AL	2002-08	$161,786
14	Fishers Of Men International Missions Inc	PO BOX 387, Selma, AL 36702-0387	AL	2009-02	$302,192
15	Fit For Life Inc, Kennedy Terrell	120 Office Park Dr Ste 200, Mountain Brk, AL 35223-3407	AL	2006-03	$61,031
16	Five Loaves Charitable Foundation, Evans G Daniel Ttee	3619 Bermuda Dr, Birmingham, AL 35210-3005	AL	1999-04	$7,013
17	Five Star Development Corp	600 Azalea Rd, Mobile, AL 36609-1528	AL	1997-04	$83,708
18	Fixed Point	2326 2nd Ave N, Birmingham, AL 35203-3808	AL	2004-03	$2,436,618
19	Flame Of Faith Incorporated	PO BOX 412, Clanton, AL 35046-0412	AL	1964-11	$89,448
20	Flatwoods Cemetery Fund	3324 Pembrooke Ln, Hoover, AL 35226-2202	AL	2003-08	$5,505

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Fischer Martha Tuw Scholarship Fd 8 and has no official or unofficial affiliation with Fischer Martha Tuw Scholarship Fd 8