Joe Swinford Memorial Scholarship Fund in Munford, Alabama (AL)

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Joe Swinford Memorial Scholarship Fund
Employer Identification Number (EIN)631149034
Name of OrganizationJoe Swinford Memorial Scholarship Fund
In Care of NameWilliam E Swinford
Address3137 Curry Station Road, Munford, AL 36268
ActivitiesScholarships (other)
SubsectionCharitable Organization
Ruling Date10/1995
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2011
Assets$100,000 to $499,999
Income$1 to $9,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$143,174
Amount of Income$878
Form 990 Revenue Amount$878
National Taxonomy of Exempt Entities (NTEE)Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards

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Amount of income in 2011: $878 (it was $1,420 in 2010)
This organization: 

Other organizations performing similar types of work: 


Assets in 2011: $143,174 (it was $144,365 in 2010)
This organization: 

Other organizations performing similar types of work: 


Expenses in 2011: $2,055
This organization: 

Other organizations performing similar types of work: 


Income to expenses ratio in 2011: 0.4
Joe Swinford Memorial Scholarship Fund: 

Other organizations performing similar types of work: 


Grants share in income in 2011: 0.0%
Joe Swinford Memorial Scholarship Fund: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$878$878$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$878
Dividends and interest from securities$0
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$2,055$0$0$2,000
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$55$0$0
Contributions, gifts, grants paid$2,000
Excess of revenue over expenses and disbursements$-1,177
Net investment income$878
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$143,174$143,174
Cash - non-interest-bearing$1,849
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Total liabilities$1
Mortgages and other notes payable$0
Total liabilities and net assets/fund balances$143,174
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$0
Net capital loss$0
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$9
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$9
Amount to be credited to 2012 estimated tax$0
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$143,770
Net value of noncharitable-use assets$141,620
Minimum investment return$7,081
Distributable Amount (for 2011)
Distributable amount$7,072
Undistributed Income (for 2011)
Distributable amount for 2011$7,072
Undistributed income for 2011. This amount must be distributed in 2012$1,755
Private Operating Foundations (for 2011)
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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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Sylvester H Reed Memorial TrustPO BOX 1111, Pflugerville, TX 78691-1111TX1998-01$1,242,927
2Linly Heflin Unit13 Office Park Circle, Birmingham, AL 35223-2556AL1959-08$2,173,805
3The Dch Foundation Inc809 University Blvd E, Tuscaloosa, AL 35401-2029AL1977-05$2,122,925
4Bevill State Community College Foundation IncPO BOX 862, Fayette, AL 35555-0862AL1998-01$1,975,418
5Jeanette E & Benjamin F Hunter Scholarship TrustPO BOX 2886, Mobile, AL 36652-2886AL1995-02$1,759,038
6Teja & Leanora Jouhal Inc1600 Linda Vista Ln, Vestavia, AL 35226-3542AL1998-09$291,215
7South Baldwin Educational Foundation IncPO BOX 1600, Foley, AL 36536-1600AL1988-09$232,631
8Unus FoundationPO BOX 530470, Mountain Brk, AL 35253-0470AL1998-05$14,400
9Brothers Inc4207 Adamsville Parkway, Adamsville, AL 35005AL1994-05$5,642
10Adam Marcus Marmurek Scholarship Fund Inc3304 Cheval Circle, Vestavia Hills, AL 35216AL1998-01$0
11Alabama Tire Dealers Association Foundation IncPO BOX 448, Millbrook, AL 36054-0008AL1991-04$0
12Atmore Rotary Clubs Academic All Star Program111 So Main Street, Atmore, AL 36502AL1998-02$0
13Birmingham East Rotary Foundation Inc475 Woodward Road, Trussville, AL 35173AL1997-06$0
14Cordova High School Scholarship Foundation IncPO BOX 99, Cordova, AL 35550-0099AL1992-04$0
15J A Pickard Scholarship Foundation IncPO BOX F, Selma, AL 36702-1480AL1992-10$0
16Nsbe-Cac Foundation5212 Heritage Ridge Cir, Birmingham, AL 35210-4700AL1992-03$0
17Riemer Lutheran Scholarship FundPO BOX 339, Eiberta, AL 36530-0339AL1998-04$0
18Scama Scholarship Foundation IncPO BOX 531335, Mountain Brk, AL 35253-1335AL1998-04$0
19The John H White And Stanley T Johnson Foundation2740 Zelda Road 3rd Floor, Montgomery, AL 36106-2694AL1991-11$0
20Western Jackson Scholarship Fund Inc1900 Avenue I Ensley, Birmingham, AL 35218-1626AL1998-01$0
Number of organizations performing similar types of work
District of Columbia36
North Carolina100
North Dakota5
New Hampshire12
New Jersey147
New Mexico15
New York202
Rhode Island22
South Carolina36
South Dakota7
West Virginia21
Total3,412 is not associated with, endorsed by, or sponsored by Joe Swinford Memorial Scholarship Fund and has no official or unofficial affiliation with Joe Swinford Memorial Scholarship Fund