Shelley R & Alice S Norris Fund Inc in Burkesville, Kentucky (KY)

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Shelley R & Alice S Norris Fund Inc
Employer Identification Number (EIN)311497834
Name of OrganizationShelley R & Alice S Norris Fund Inc
In Care of NameHarlan E Judd Jr
AddressPO BOX 415, Burkesville, KY 42717-0415
ActivitiesDescribed in section 170(b)1)(a)(vi) of the Code, Scholarships (other)
SubsectionCharitable Organization
Ruling Date05/1997
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$100,000 to $499,999
Income$1 to $9,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$263,226
Amount of Income$1,999
Form 990 Revenue Amount$5,638
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 2013: $1,999 (it was $4,447 in 2012)
This organization: 

 $1,999
Other organizations performing similar types of work: 

 $72,336

Assets in 2013: $263,226 (it was $260,539 in 2012)
Shelley R & Alice S Norris Fund Inc: 

 $263,226
Other organizations performing similar types of work: 

 $239,394

Expenses in 2013: $0
This organization: 

 $0
Other organizations performing similar types of work: 

 $40,888

Grants share in income in 2013: 0.0%
This organization: 

 0.0%
Other organizations performing similar types of work: 

 0.1%

Financial snapshot ($)

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$1,999$0$1,999
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$1,999
Dividends and interest from securities$0
Gross rents$0
Gross sales price for all assets$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$0$0$0$0
Excess of revenue over expenses and disbursements$1,996
Net investment income$1,999
Adjusted net income$1,999
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$258,199$258,199$260,539$260,539$263,226$263,229
Cash - non-interest-bearing$258,199$260,539$263,226
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$0$0$0
Investments-corporate bonds$0$0$0
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$258,199$260,539$263,229
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$0$0$0
Net capital loss$0$0$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$56$45$20
Total credits and payments$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$45$20
Overpayment$0$0
Amount to be credited to next year's estimated tax$0$0$0
Statements Regarding Activities
201120122013
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?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
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?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
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?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
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?NoNo
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?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
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?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
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?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
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?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
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)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
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?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$0$0$0
Net value of noncharitable-use assets$0$0
Minimum investment return$0$0$0
Distributable Amount
201120122013
Distributable amount$0$0$0
Undistributed Income
201120122013
Distributable amount for this year$0$0$0
Undistributed income for this year. This amount must be distributed in the next year$0$0$0
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
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
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
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$0$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:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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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
2Woodcock Foundation500 W Jefferson St Ste 2800, Louisville, KY 40202-2813KY1978-12$341,909
3School Of Journalism Foundation Of Kentucky Inc101 Consumer Ln, Frankfort, KY 40601-8489KY1966-04$219,695
4Work For Education Foundation IncPO BOX 36, Gilbertsville, KY 42044-0036KY1995-02$40,371
5The@joseph C Pyles Sr Memorial Scholarship Trust Fund, Blackburn Charles D TteePO BOX 11622, Louisville, KY 40251-0622KY1998-08$5,391
6United Communities To Advance Our Neighborhoods IncPO BOX 104, Russell, KY 41169-0104KY1995-12$4,360
7Shelley R & Alice S Norris Fund IncPO BOX 415, Burkesville, KY 42717-0415KY1997-05$1,999
8Shayne Quinkert Memorial Foundation Inc7711 Jonquil Dr, Louisville, KY 40258-2439KY1998-10$28
9Christopher Ryan Brug Scholarship Fund Inc29 Dale Avenue, Fort Thomas, KY 41075KY1993-10$0
10Edward E Blair Scholarship Trust4601 Springdale Rd, Louisville, KY 40241-1018KY1995-06$0
11Everly Brothers Foundation IncPO BOX 310, Central City, KY 42330KY1990-05$0
12Father Donald R Currie Memorial Education Fund1207 Potomac Pl, Louisville, KY 40214-4143KY1995-10$0
13Frankfort Rotary Youth Fund IncPo Box 93, Frankfort, KY 40602-0093KY1994-07$0
14Greater Cincinnati And Northern Kentucky Womens Sports Assoc IncPO BOX 76433, Highland Hgts, KY 41076-0433KY1995-03$0
15Holt-Smith-Jenkins Memorial Scholarship Fund IncorporatedPO BOX 46, Russell Spgs, KY 42642-0046KY1996-03$0
16Jenkins Foundation IncPO BOX 870, Jenkins, KY 41537-0870KY1966-08$0
17Johnson County Retired Teachers Association Scholarship Trust Fund133 Sadler Dr, Nippa, KY 41240-9225KY1993-06$0
18Kentucky Academy Of Family Physicians Foundation Inc, Kentucky Academy Of Family Physicians Foundation KafpfPo Box 1444, Ashland, KY 41105KY1991-10$0
19Knott County Educational Endowment & Trust Fund IncRt 550 Box 1000, Hindman, KY 41822KY1990-12$0
20Manier-Peak District 674 Foundation Inc802 Overbrook Circle, Lexington, KY 40502-3326KY1991-11$0
Number of organizations performing similar types of work
Alaska15
Alabama29
Arkansas27
Arizona42
California252
Colorado46
Connecticut69
District of Columbia36
Delaware10
Florida151
Georgia78
Hawaii18
Iowa52
Idaho15
Illinois193
Indiana80
Kansas57
Kentucky48
Louisiana26
Massachusetts102
Maryland74
Maine15
Michigan138
Minnesota61
Missouri93
Mississippi12
Montana14
North Carolina100
North Dakota5
Nebraska30
New Hampshire12
New Jersey147
New Mexico15
Nevada16
New York202
Ohio188
Oklahoma33
Oregon38
Pennsylvania160
Rhode Island22
South Carolina36
South Dakota7
Tennessee42
Texas251
Utah11
Virginia136
Vermont9
Washington68
Wisconsin96
West Virginia21
Wyoming9
International5
Total3,412

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