Compassionate Care Fund Trust, Brickner Jr Theodore J Md Ttee in Tulsa, Oklahoma (OK)
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
- Organizations performing similar types of work
| Compassionate Care Fund Trust, Brickner Jr Theodore J Md Ttee | |
| Employer Identification Number (EIN) | 736292807 |
| Name of Organization | Compassionate Care Fund Trust |
| Secondary Name | Brickner Jr Theodore J Md Ttee |
| Address | 6161 S Yale Ave, Tulsa, OK 74136-1902 |
| Activities | Supplying money, goods or services to the poor |
| Subsection | Charitable Organization |
| Ruling Date | 05/1996 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2011 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $224 |
| Amount of Income | $130 |
| Form 990 Revenue Amount | $130 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2011: $130 (it was $0 in 2010)
| This organization: | $130 |
| Other organizations performing similar types of work: | $120,021 |
Assets in 2011: $224 (it was $1,858 in 2010)
| Compassionate Care Fund Trust, Brickner Jr Theodore J Md Ttee: | $224 |
| Other organizations performing similar types of work: | $470,342 |
Expenses in 2011: $1,764
| This organization: | $1,764 |
| Other organizations performing similar types of work: | $61,754 |
Income to expenses ratio in 2011: 0.1
| Compassionate Care Fund Trust, Brickner Jr Theodore J Md Ttee: | 0.1 |
| Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2011: 100.0%
| Compassionate Care Fund Trust, Brickner Jr Theodore J Md Ttee: | 100.0% |
| Other organizations performing similar types of work: | 0.0% |
Expenses for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $130 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $130 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $1,764 | $0 | $0 | $1,163 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $601 | $0 | $0 | |
| Contributions, gifts, grants paid | $1,163 | |||
| Excess of revenue over expenses and disbursements | $-1,634 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $224 | $224 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $224 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $224 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $2,080 |
| Net value of noncharitable-use assets | $2,040 |
| Minimum investment return | $102 |
| Distributable Amount (for 2011) | |
| Distributable amount | $102 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $102 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | S & G Foundation | PO BOX 860, Saratoga Spgs, NY 12866-0860 | NY | 1998-01 | $316,260,515 |
| 2 | The Walsh Foundation | 190 S Lasalle St Ste 1700, Chicago, IL 60603-3496 | IL | 1995-06 | $46,605,330 |
| 3 | Joseph W Craft Iii Foundation | 1717 S Boulder Ave, Tulsa, OK 74119-4805 | OK | 1997-06 | $12,766,828 |
| 4 | J Lyndall Mccrory Robert Fulton Mccrory & Montie Ray Mccrory Fdn | 303 E St Nw, Ardmore, OK 73401-4303 | OK | 1995-06 | $6,641,445 |
| 5 | Oneok Foundation Inc | PO BOX 871, Tulsa, OK 74102-0871 | OK | 1997-03 | $6,175,540 |
| 6 | Charles Wolff Jr & Jessica Shorttwolff Foundation | PO BOX 1620, Tulsa, OK 74101-1620 | OK | 1964-01 | $4,403,668 |
| 7 | Stone Family Foundation | 320 S Boston 19th Floor, Tulsa, OK 74103-3706 | OK | 1997-04 | $764,256 |
| 8 | On The Chisholm Trail Association | 1000 Chisholm Trail Pkwy, Duncan, OK 73533-1539 | OK | 1998-10 | $751,608 |
| 9 | Bob H Johnson Family Foundation | 406 S Boulder Ste 5-810, Tulsa, OK 74103-3869 | OK | 1996-02 | $718,609 |
| 10 | Heritage Hall Affiliated Fund Occf Inc | PO BOX 1146, Oklahoma City, OK 73101-1146 | OK | 1997-02 | $591,522 |
| 11 | Dan & Gloria Schusterman Foundation, Schusterman Dan Ttee | 2121 S Columbia Ave Ste 650, Tulsa, OK 74114-3506 | OK | 1996-10 | $558,604 |
| 12 | Jearl Smart Foundation Inc | PO BOX 1513, Wewoka, OK 74884-1513 | OK | 1997-03 | $544,511 |
| 13 | Mcpherson Foundation, Mcpherson Frank A | 14909 Aurea Ln, Oklahoma City, OK 73142-1902 | OK | 1997-04 | $362,288 |
| 14 | The M V Williams Foundation Inc | 5400 N Grand Blvd Ste 200, Oklahoma City, OK 73112-5692 | OK | 1996-04 | $205,265 |
| 15 | Valentine Charitable Trust, Cole Roger W Ttee | 6608 N Western Ave Box 408, Oklahoma City, OK 73116-7326 | OK | 1996-04 | $73,745 |
| 16 | Tullos Foundation | 3005 Nw 63rd St, Oklahoma City, OK 73116-3603 | OK | 1996-03 | $9,574 |
| 17 | Okc Mavericks-Okc Suns Youth Sports Foundation Tr, Kierl T Philip Jr Co-Ttee | 3000 United Founders Blvd, Oklahoma City, OK 73112-3958 | OK | 1997-10 | $1 |
| 18 | Asbury Foundation Trust Agreement 020196, Riddle Richard W Ttee | 5858 S Sheridan Rd, Tulsa, OK 74145-9243 | OK | 1997-01 | $0 |
| 19 | Rebuilding America Foundation Inc | 14 Ne 13th St, Oklahoma City, OK 73104-1426 | OK | 1997-09 | $0 |
| 20 | Wesley Foundation Of Lawton Inc | 500 Sw 27th Street, Lawton, OK 73505 | OK | 1974-10 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 2,744 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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