William Hubel Foundation Tr in Saint Louis, Missouri (MO)

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William Hubel Foundation Tr
Employer Identification Number (EIN)436929097
Name of OrganizationWilliam Hubel Foundation Tr
In Care of NameEdward Jones Trust Company
Address12555 Manchester Rd, Saint Louis, MO 63131-3710
SubsectionCharitable Organization
Ruling Date03/2007
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period09/2012
Assets$1,000,000 to $4,999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$1,440,233
Amount of Income$215,818
Form 990 Revenue Amount$80,634
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 2012: $215,818 (it was $698,012 in 2011)
This organization: 

 $215,818
Other organizations performing similar types of work: 

 $42,700

Assets in 2012: $1,440,233 (it was $1,456,511 in 2011)
William Hubel Foundation Tr: 

 $1,440,233
Other organizations performing similar types of work: 

 $68,974

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$80,634$81,431$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$47,334
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$33,300
Total expenses and disbursements$96,911$16,702$0$77,510
Compensation of officers, directors, trustees, etc.$18,184
Total operating and administrative expenses$21,819$16,702$2,418
Contributions, gifts, grants paid$75,092
Excess of revenue over expenses and disbursements$-16,277
Net investment income$64,729
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$1,440,233$1,617,243
Cash - non-interest-bearing$850
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$1,402,263
Other$37,120
Total liabilities$0
Total liabilities and net assets/fund balances$1,440,233
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$33,300
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$1,295
Total credits and payments$1,508
2012 estimated tax payments and 2011 overpayment credited to 2012$1,508
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
Overpayment$213
Amount to be credited to 2013 estimated tax$213
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$1,579,866
Net value of noncharitable-use assets$1,556,160
Minimum investment return$77,808
Distributable Amount (for 2012)
Distributable amount$76,513
Undistributed Income (for 2012)
Distributable amount for 2012$76,513
Undistributed income for 2012. This amount must be distributed in 2013$74,095
Private Operating Foundations (for 2012)
2012201120102009Total
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
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Us-Central Asia Education Foundation1 Shepherds Ln, North Hampton, NH 03862-2133NH2007-10$4,913,537
2Subsea Tieback Scholarship Fund5203 Palmetto St, Bellaire, TX 77401-3333TX2007-10$109,114
3Tom Mcmahon Construction Scholarship Fund6996 S Gibraltar St, Centennial, CO 80016-1714CO2006-11$18,538
4Walter & Frederica Evans Tr 08762741PO BOX 387, Saint Louis, MO 63166-0387MO2003-11$4,250,961
5Stupp Bros Bridge & Iron Co Foundation3800 Weber Rd, St Louis, MO 63125-1160MO1974-10$1,961,539
6Soulard Oktoberfest Llc1000 Geyer Ave Ste A, Saint Louis, MO 63104-3969MO2006-01$1,087,291
7Ruth I Kolpin FoundationPO BOX 696, Carthage, MO 64836-0696MO2000-03$833,207
8Shelter Insurance Foundation1817 W Broadway, Columbia, MO 65218-0001MO1981-07$541,978
9Anna M Guilander Scholarship Trust135 N Meramec Ave Fl 3, Clayton, MO 63105-3751MO2010-12$514,691
10St Louis American Foundation4242 Lindell, St Louis, MO 63108-2965MO1994-12$337,548
11St Louis Blues Alumni Association1401 Clark Ave, Saint Louis, MO 63103-2700MO2006-06$266,197
12Scott Elizabeth R Charitable Trust12555 Manchester Rd, St Louis, MO 63131-3710MO1999-07$225,304
13William Hubel Foundation Tr12555 Manchester Rd, Saint Louis, MO 63131-3710MO2007-03$215,818
14Missouri Scholarship Foundation633 Spirit Dr, Chesterfield, MO 63005-1243MO2011-05$202,737
15Shook Hardy & Bacon Foundation2555 Grand Blvd, Kansas City, MO 64108-2613MO2000-11$173,167
16Brian M Anselmo Memorial Foundation901 West 121st Street, Kansas City, MO 64145MO2009-07$139,874
17University Jewish Experience8037 Tulane Ct, Saint Louis, MO 63130-3623MO2009-04$135,373
18Thomas M Paul Memorial TrustPO BOX 387, Saint Louis, MO 63166-0387MO2006-03$134,344
19Missouri Basketball Coaches Association Inc1806 Oakridge Cir, Saint Joseph, MO 64506-4947MO2011-05$96,243
20Smith-Cotton Choral Society312 E Broadway Blvd, Sedalia, MO 65301-5855MO2007-02$91,523
21William J Noonan Mcbride Alumni Educational FoundationPo Box 50096, Clayton, MO 63105MO2004-10$87,510
22Semo Electric Foundation IncPO BOX 520, Sikeston, MO 63801-0520MO2008-12$69,480
23Hcc Stl Foundation3611 S Grand Blvd, Saint Louis, MO 63118-3403MO2009-08$65,096
24Scotland County Tiger Booster Club1032 Mi Lor St, Memphis, MO 63555-1940MO1997-03$60,405
25Sealant Waterproofing And Restoration Foundation400 Admiral Blvd, Kansas City, MO 64106-1508MO1999-09$54,802
26St Louis Carpenters District Council Scholarship Fund Inc1401 Hampton Ave, St Louis, MO 63139-3159MO1999-07$49,876
27Women Lawyers Association Scholarship FundPO BOX 775512, Saint Louis, MO 63177-5512MO2002-04$48,230
28Royal Vagabonds Foundation Inc4315 Westminster Place, St Louis, MO 63108MO2007-08$38,857
29Fritz Foundation121 Clear Meadows Dr, Ballwin, MO 63011-3851MO2009-09$38,684
30Jacobs Ladder Foundation4457 S Farm Road 145, Springfield, MO 65810-1414MO2010-11$35,559
Number of organizations performing similar types of work
Alaska43
Alabama250
Arkansas194
Arizona319
California2,300
Colorado349
Connecticut321
District of Columbia190
Delaware72
Florida1,105
Georgia574
Hawaii107
Iowa213
Idaho84
Illinois983
Indiana318
Kansas186
Kentucky239
Louisiana208
Massachusetts723
Maryland523
Maine130
Michigan616
Minnesota318
Missouri405
Mississippi131
Montana104
North Carolina548
North Dakota21
Nebraska109
New Hampshire123
New Jersey1,012
New Mexico109
Nevada138
New York1,422
Ohio817
Oklahoma213
Oregon252
Pennsylvania868
Rhode Island122
South Carolina208
South Dakota48
Tennessee287
Texas1,807
Utah187
Virginia572
Vermont84
Washington420
Wisconsin373
West Virginia96
Wyoming40
International28
Total20,909

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