William E Mcelroy Charitable Foundation in St Louis, Missouri (MO)

Organization representatives - add corrected or new information about William E Mcelroy Charitable Foundation »

Non-representatives - add comments about William E Mcelroy Charitable Foundation»

William E Mcelroy Charitable Foundation
Employer Identification Number (EIN)376306920
Name of OrganizationWilliam E Mcelroy Charitable Foundation
In Care of Name1st Natl Bnk Of Springfield Ttee
AddressPO BOX 387, St Louis, MO 63166-0387
ActivitiesScholarships (other), Gifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date11/1993
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period07/2014
Assets$1,000,000 to $4,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$3,365,835
Amount of Income$2,211,189
Form 990 Revenue Amount$267,009


Non-representatives - add comments:


CAPTCHA

Your IP address 107.20.122.81 will be logged.

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$249,869$249,172$500
Contributions, gifts, grants, etc., received$197
Interest on savings and temporary cash investments$0
Dividends and interest from securities$118,094
Gross rents$0
Gross sales price for all assets$1,887,889
Gross profit from sales of goods$0
Other income$414
Other$131,164
Total expenses and disbursements$183,741$45,387$0$134,089
Compensation of officers, directors, trustees, etc.$44,412
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$2,500
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$52,167$45,387$2,515
Contributions, gifts, grants paid$131,574
Excess of revenue over expenses and disbursements$66,128
Net investment income$203,785
Adjusted net income$500
Balance Sheets
20122013
Book ValueFair Market ValueBook ValueFair Market Value
Total assets$3,188,818$3,562,773$3,253,969$3,664,079
Cash - non-interest-bearing$0$0
Investments-U.S. and state government obligations$0$0
Investments-corporate stock$2,056,478$2,366,507
Investments-corporate bonds$971,570$668,762
Investments-mortgage loans$0$0
Investments-other$0$0
Other assets$0$0
Total liabilities$0$0
Total liabilities and net assets/fund balances$3,188,818$3,253,969
Capital Gains and Losses for Tax on Investment Income
20122013
Capital gain net income$226$131,164
Net capital loss$0$0
Excise Tax Based on Investment Income
20122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNo
Tax based on investment income$1,664$4,076
Total credits and payments$1,866$4,467
Current year estimated tax payments and previous year's overpayment credited to current year$1,866$4,467
Exempt foreign organizations-tax withheld at source$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0
Backup withholding erroneously withheld$0$0
Any penalty for underpayment of estimated tax$0$0
Tax due$0$0
Overpayment$202$391
Amount to be credited to next year's estimated tax$202$391
Statements Regarding Activities
20122013
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?NoNo
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?NoNo
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?NoNo
Did any persons become substantial contributors during the tax year?YesYes
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
20122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?YesYes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNo
Agree to pay money or property to a government official?NoNo
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?NoNo
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?NoNo
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?NoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNo
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))?NoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNo
Provide a grant to an individual for travel, study, or other similar purposes?YesYes
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)?NoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNo
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
20122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$3,418,607$3,698,751
Net value of noncharitable-use assets$3,367,328$3,643,270
Minimum investment return$168,366$182,164
Distributable Amount
20122013
Distributable amount$166,702$178,088
Undistributed Income
20122013
Distributable amount for this year$166,702$178,088
Undistributed income for this year. This amount must be distributed in the next year$106,212$150,211
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$118,094$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
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend William E Mcelroy Charitable Foundation to others? (optional)
  
Add photo of William E Mcelroy Charitable Foundation (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in Missouri
IdNameAddressStateEstablishedTotal Income
1Willard Retirement Village Inc3609 E 20th St, Joplin, MO 64801-5849MO1978-09$190,233
2Willcoxon Family Foundation1316 Northridge Ter, Joplin, MO 64801-9547MO1998-06$8,438
3Willhaven Residental Complex IncPO BOX 1054, Poplar Bluff, MO 63902-1054MO1983-09$177,502
4William A Reed And Mary J Reed Charitable Family Foundation, Reed Fam Foundation14300 Holmes Rd, Kansas City, MO 64145-1550MO2000-01$71,627
5William And Mary Davis Foundation1400 Ne 76th Ter, Gladstone, MO 64118-1907MO1998-04$1,092
6William Barry FoundationPO BOX 386, Maryville, MO 64468-0386MO1966-10$18
7William Bradley Scholarship Foundation Inc680 S Mill St, Festus, MO 63028-2152MO1966-01$14
8William C Darcy Tr U W 7708 31 Mercantile Bank Co Natl AssnPO BOX 387, Saint Louis, MO 63166-0387MO1900-01$22,723
9William Cullen Mcbride Alumni ClubPO BOX 50096, Clayton, MO 63105-5096MO1989-11$25,094
10William E And Barbara J Day FoundationCo Ctic 3333 S National 3rd Floor, Springfield, MO 65807MO2000-01$113,873
11William E Mcelroy Charitable FoundationPO BOX 387, St Louis, MO 63166-0387MO1993-11$2,211,189
12William Edgar Charitable FoundationPO BOX 387, Saint Louis, MO 63166-0387MO1999-12$2,183,540
13William F And Mary Louise Wischmeyer Family Foundation4501 Lindell Blvd Apt 16b, Saint Louis, MO 63108-2039MO2002-10$1,301,074
14William G And Lucille W Magers Family Foundation, Magers William G Ttee2776 S Campbell Ave, Springfield, MO 65807-3506MO2005-01$2,713
15William H Guild Charitable TrustPO BOX 415044, Kansas City, MO 64141-5044MO1997-07$3,684,899
16William Hubel Foundation TrPO BOX 66916, Saint Louis, MO 63166-6916MO2007-03$501,221
17William J Barnwell Housing Association31 Church St, Perryville, MO 63775-2409MO1984-08$167,309
18William L Clay Shcolarship And Research Fund6023 Waterman Blvd, Saint Louis, MO 63112-1324MO1983-09$114,824
19William Pablo Feraldo Memorial FoundationPO BOX 387, St Louis, MO 63166-0387MO1900-01$5,463,439
20William Randolph Whimple Trust American National Bank TteePO BOX 387, Saint Louis, MO 63166-0387MO1976-06$201,996

NonProfitFacts.com is not associated with, endorsed by, or sponsored by William E Mcelroy Charitable Foundation and has no official or unofficial affiliation with William E Mcelroy Charitable Foundation