Walter Marie And Barbara Falk Family Foundation, Falk Barbara M Ttee in Chesterfield, 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
| Walter Marie And Barbara Falk Family Foundation, Falk Barbara M Ttee | |
| Employer Identification Number (EIN) | 753053084 |
| Name of Organization | Walter Marie And Barbara Falk Family Foundation |
| Secondary Name | Falk Barbara M Ttee |
| In Care of Name | Dr Barbara M Falk |
| Address | 14443 Bantry Ln Apt 15, Chesterfield, MO 63017-8227 |
| Subsection | Charitable Organization |
| Ruling Date | 07/2002 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $36,153 |
| Amount of Income | $88,788 |
| Form 990 Revenue Amount | $4,618 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
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 | $88,788 | $17,868 | $0 | |
| Contributions, gifts, grants, etc., received | $86,117 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $2,386 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $283 | |||
| Other | $1 | |||
| Total expenses and disbursements | $104,339 | $0 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $274 | $0 | $0 | |
| Contributions, gifts, grants paid | $104,065 | |||
| Excess of revenue over expenses and disbursements | $-15,551 | |||
| Net investment income | $17,857 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $36,153 | $51,770 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $34,739 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,414 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $36,153 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $179 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $179 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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? | 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 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 | $76,226 |
| Net value of noncharitable-use assets | $75,080 |
| Minimum investment return | $3,754 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,575 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,575 |
| 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 | Walnut Street Day School | 2505 E Walnut St, Columbia, MO 65201-6432 | MO | 2007-03 | $472,136 |
| 2 | Walsworth Family Charitable Foundation | 515 Washington St, Chillicothe, MO 64601-2569 | MO | 2006-09 | $136,459 |
| 3 | Walter & Frederica Evans Tr 08762741 | PO BOX 387, Saint Louis, MO 63166-0387 | MO | 2003-11 | $11,385,583 |
| 4 | Walter & Jean Voelkerding Charitable Trust | PO BOX 81, Dutzow, MO 63342-0081 | MO | 1969-08 | $220,782 |
| 5 | Walter Herbert Bonnell Intervivos Trust, Thalman M A Ttee | Ste Box 238, Weston, MO 64098 | MO | 1987-01 | $51,469 |
| 6 | Walter Jaccard Tr Uw Fbo Childrens Mercy Hospital | PO BOX 419248, Kansas City, MO 64141-6248 | MO | $251,552 | |
| 7 | Walter Johnson Palliative Care Foundation | 1600 E Broadway, Columbia, MO 65201-5844 | MO | 2003-03 | $8,208 |
| 8 | Walter L Spurck Tw | PO BOX 11356, Clayton, MO 63105-0156 | MO | 2007-03 | $14,625 |
| 9 | Walter M & Elsie C Horner Charitable Foundation | PO BOX 387, Saint Louis, MO 63166-0387 | MO | 1986-01 | $407,631 |
| 10 | Walter M Jaccard Memorial Trust 491 | PO BOX 419248, Kansas City, MO 64141-6248 | MO | $55,000 | |
| 11 | Walter Marie And Barbara Falk Family Foundation, Falk Barbara M Ttee | 14443 Bantry Ln Apt 15, Chesterfield, MO 63017-8227 | MO | 2002-07 | $88,788 |
| 12 | Walters Boone County Historical Foundation | PO BOX 577, Columbia, MO 65205-0577 | MO | 1987-04 | $4,046 |
| 13 | Wappapello Volunteer Fire Department | Hc 2 Box 2031, Wappapello, MO 63966-9505 | MO | 1988-11 | $41,078 |
| 14 | Ward Educational Tr | 135 N Meramec Ave Fl 3, Clayton, MO 63105-3751 | MO | 2000-04 | $51,434 |
| 15 | Ward Family Charitable Foundation Trust | 907 W 125th Ter, Kansas City, MO 64145-1723 | MO | 1988-07 | $10,219 |
| 16 | Warren & Evalyn Morgan Charitable Trust | PO BOX 70, Rock Port, MO 64482-0070 | MO | 1900-01 | $48,149 |
| 17 | Warren County Council Against Domestic Violence Inc, Turning Point | PO BOX 426, Warrenton, MO 63383-0426 | MO | 1995-01 | $363,286 |
| 18 | Warren County Council On Aging | 501 Ashland Ave, Warrenton, MO 63383-1017 | MO | 1980-05 | $164,147 |
| 19 | Warren County Fair Association | PO BOX 423, Warrenton, MO 63383-0423 | MO | 1986-09 | $191,404 |
| 20 | Warren County Fine Arts Council | 100 Veterans Meml Pkwy, Wright City, MO 63390-1101 | MO | 1988-06 | $34,394 |
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