James Theodore Walker Tr 025610e in St Louis, Missouri (MO)
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 Missouri
| James Theodore Walker Tr 025610e | |
| Employer Identification Number (EIN) | 436018414 |
| Name of Organization | James Theodore Walker Tr 025610e |
| In Care of Name | U S Bank Na |
| Address | PO BOX 387, St Louis, MO 63166-0387 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 01/1900 |
| Foundation | All organizations except 501(c)(3) |
| Tax Period | 09/2012 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $494,705 |
| Amount of Income | $60,099 |
| Form 990 Revenue Amount | $113,975 |
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 | $15,831 | $15,831 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $11,109 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $4,722 | |||
| Total expenses and disbursements | $45,782 | $512 | $0 | $45,270 |
| Compensation of officers, directors, trustees, etc. | $260 | |||
| Total operating and administrative expenses | $3,038 | $512 | $2,526 | |
| Contributions, gifts, grants paid | $42,744 | |||
| Excess of revenue over expenses and disbursements | $-29,951 | |||
| Net investment income | $15,319 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $494,705 | $502,122 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $365,387 | |
| Investments-corporate bonds | $124,791 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $4,527 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $494,705 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $4,722 |
| 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 | $306 |
| Total credits and payments | $527 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $527 |
| 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 | $221 |
| Amount to be credited to 2013 estimated tax | $221 |
| 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? | 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 |
| 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? | 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 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $483,604 |
| Net value of noncharitable-use assets | $476,360 |
| Minimum investment return | $23,818 |
| Distributable Amount (for 2012) | |
| Distributable amount | $23,512 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $23,512 |
| 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 | $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 Missouri | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | James D Crafton & Mary L Crafton Endowment Fund | 425 E Trafficway St, Springfield, MO 65806-1121 | MO | 2004-06 | $6,663 |
| 2 | James D Evans & Pauline Palmer Evans Memorial Scholarship Trust | 29785 King Rd, Stoutland, MO 65567 | MO | 1992-09 | $0 |
| 3 | James E Mitchell Fdn 2525002850 | PO BOX 387, Saint Louis, MO 63166-0387 | MO | 1959-04 | $7,349 |
| 4 | James Foundation | 320 S Bourbeuse St, Saint James, MO 65559-1402 | MO | 1943-06 | $3,154,256 |
| 5 | James L & Nellie M Westlake Scholarship Foundation 160940k Mer | PO BOX 387, St Louis, MO 63166-0387 | MO | $10,475,575 | |
| 6 | James Project | 403 Hughes Rd, Willard, MO 65781-9549 | MO | 2001-05 | $31,619 |
| 7 | James River Basin Partnership | 901 S National Pcob, Springfield, MO 65897-0001 | MO | 2003-07 | $308,501 |
| 8 | James S Mcdonnell Foundation | 1034 S Brentwood Blvd Ste 1860, Saint Louis, MO 63117-1229 | MO | 2003-04 | $92,762,680 |
| 9 | Pettus Foundation | 190 Carondelet Plz Ste 100, Saint Louis, MO 63105-3460 | MO | 1965-05 | $3,997,836 |
| 10 | James Theodore Walker Tr 025600e | PO BOX 387, St Louis, MO 63166-0387 | MO | 1900-01 | $71,749 |
| 11 | James Theodore Walker Tr 025610e | PO BOX 387, St Louis, MO 63166-0387 | MO | 1900-01 | $60,099 |
| 12 | James W And Cecile I Steven Scholarship Trust | PO BOX 1119, Saint Joseph, MO 64502-1119 | MO | 1999-11 | $39,611 |
| 13 | James W And Norma Eloise Terry Foundation | 2825 Bloomfield Rd, Cpe Girardeau, MO 63703-6335 | MO | 1987-08 | $81,282 |
| 14 | James W Shrank Trust For The First United Presbyterian Church | PO BOX 419248, Kansas City, MO 64141-6248 | MO | 1991-08 | $127,053 |
| 15 | Jamesport Fire And Rescue | 114 S Broadway, Jamesport, MO 64648 | MO | 2001-10 | $51,812 |
| 16 | Jamestown New Horizons | 15350 Old Jamestown Rd, Florissant, MO 63034-1944 | MO | 1985-08 | $147,909 |
| 17 | Jamestown Retirement Housing Association | P O Box 295, Jamestown, MO 65046 | MO | 1976-10 | $0 |
| 18 | Jamie Center Inc | 1455 Cragwold Rd, Kirkwood, MO 63122-7007 | MO | 2002-02 | $0 |
| 19 | Jamison Memorial Human Resource And Development Agency | 5814 Thekla Ave, Saint Louis, MO 63120-1933 | MO | 1995-09 | $422,786 |
| 20 | Jane And Whitney Harris Foundation | 2828 Stonington Pl, St Louis, MO 63131-3417 | MO | 1993-03 | $205,620 |
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