Melanie Holt Speer Foundation in Fort Smith, Arkansas (AR)
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 Arkansas
| Melanie Holt Speer Foundation | |
| Employer Identification Number (EIN) | 716055428 |
| Name of Organization | Melanie Holt Speer Foundation |
| Address | 723 Garrison Ave, Fort Smith, AR 72901-2403 |
| Activities | Other school related activities, Gifts, grants, or loans to other organizations, Other religious activities |
| Subsection | Charitable Organization |
| Ruling Date | 12/1965 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $1 to $9,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $5,480 |
| Amount of Income | $170,339 |
| Form 990 Revenue Amount | $14,512 |
Non-representatives - add comments:
Revenue for 2011
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 | $14,512 | $14,425 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,965 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $87 | |||
| Other | $10,460 | |||
| Total expenses and disbursements | $28,583 | $2,106 | $0 | $25,000 |
| Compensation of officers, directors, trustees, etc. | $2,106 | |||
| Total operating and administrative expenses | $3,583 | $2,106 | $0 | |
| Contributions, gifts, grants paid | $25,000 | |||
| Excess of revenue over expenses and disbursements | $-14,071 | |||
| Net investment income | $12,319 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $122,560 | $139,849 |
| Cash - non-interest-bearing | $4,361 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $113,199 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $5,000 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $122,560 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $10,460 |
| 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 | $246 |
| Total credits and payments | $36 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $36 |
| 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 | $210 |
| 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 | $149,124 |
| Net value of noncharitable-use assets | $146,880 |
| Minimum investment return | $7,344 |
| Distributable Amount (for 2011) | |
| Distributable amount | $7,098 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $7,098 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| 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 Arkansas | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Mckee Baking Company Employees Recreation Association Of Gentry | 555 Mckee Dr, Gentry, AR 72734-8761 | AR | 1985-10 | $184,305 |
| 2 | Mcneil Water Association Inc | 2061 Columbia 62 W, Mcneil, AR 71752 | AR | 1996-07 | $161,823 |
| 3 | Mcrae Senior Housing Inc | PO BOX 2637, Batesville, AR 72503-2637 | AR | 1999-05 | $73,724 |
| 4 | Meadowood Gardens Inc | 808 N Main Street, Bentonville, AR 72712-4834 | AR | 2003-09 | $70,887 |
| 5 | Meadowview Healthcare And Rehab | PO BOX 1198, Huntsville, AR 72740-1198 | AR | 1993-05 | $3,800,455 |
| 6 | Mechanical Contractors Assoc Of Arkansas Inc | PO BOX 15964, Little Rock, AR 72231-5964 | AR | 1970-01 | $75,596 |
| 7 | Medallion Foods Competitive Edge Scholarship Fund | 3636 Delta Ave, Newport, AR 72112-9096 | AR | 1995-10 | $37,002 |
| 8 | Medical Camps Of Arkansas Inc | PO BOX 55592, Little Rock, AR 72215-5592 | AR | 1980-11 | $40,436 |
| 9 | Medical Center Of South Ark Auxil | PO BOX 1998, El Dorado, AR 71731-1998 | AR | 1975-08 | $108,733 |
| 10 | Medical Education Foundation For Arkansas, Medical Education For Arkansas | PO BOX 55088, Little Rock, AR 72215-5088 | AR | 1969-10 | $11,363 |
| 11 | Melanie Holt Speer Foundation | 723 Garrison Ave, Fort Smith, AR 72901-2403 | AR | 1965-12 | $170,339 |
| 12 | Melbourne Meadows Inc | PO BOX 650, Melbourne, AR 72556-0650 | AR | 1990-01 | $125,016 |
| 13 | Marguerite R Edwards Civic Improvement & Activity Trust | 400 W Capitol Ave Fl 7, Little Rock, AR 72201-3423 | AR | 1975-10 | $37,747 |
| 14 | Marguerite R Edwards Scholarship Tr | 400 W Capitol Ave Fl 7, Little Rock, AR 72201-3423 | AR | 1976-02 | $150,750 |
| 15 | Men Sharpening Men | PO BOX 9827, Fayetteville, AR 72703-0032 | AR | 2009-01 | $351,412 |
| 16 | Mena Baseball Organization Inc | 191 Polk 402, Mena, AR 71953 | AR | 2008-04 | $25,246 |
| 17 | Mena Regional Support Foundation Inc | PO BOX 1526, Mena, AR 71953-1526 | AR | 1991-03 | $135,703 |
| 18 | Mena-Polk County Area Chamber Of Commerce Inc | 524 Sherwood Ave, Mena, AR 71953-3234 | AR | 1992-01 | $67,671 |
| 19 | Mental Health America In Nw Arkansas | PO BOX 4714, Fayetteville, AR 72702-4714 | AR | 1977-03 | $5,637 |
| 20 | Mental Health Council Of Arkansas Inc | 501 South Woodlane, Little Rock, AR 72201-1023 | AR | 1992-01 | $413,869 |


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