University Luthern Chapel And Student Center Endowment Trust, Moulton Penelope S Ttee in Norman, Oklahoma (OK)

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University Luthern Chapel And Student Center Endowment Trust, Moulton Penelope S Ttee
Employer Identification Number (EIN)736319390
Name of OrganizationUniversity Luthern Chapel And Student Center Endowment Trust
Secondary NameMoulton Penelope S Ttee
In Care of NameUniv Lutheran Chapel & Student Ct
Address914 Elm Ave, Norman, OK 73072-7119
SubsectionReligious Organization
Ruling Date03/2000
DeductibilityContributions are deductible
FoundationOrganizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$100,000 to $499,999
Income$10,000 to $24,999
Filing Requirement990 - Not required to file (religious organization)
Asset Amount$144,649
Amount of Income$10,345
Form 990 Revenue Amount$10,345
National Taxonomy of Exempt Entities (NTEE)Religion-Related, Spiritual Development: Single Organization Support


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Amount of income in 2013: $10,345 (it was $31,772 in 2012)
University Luthern Chapel And Student Center Endowment Trust, Moulton Penelope S Ttee: 

 $10,345
Other organizations performing similar types of work: 

 $106,816

Assets in 2013: $144,649 (it was $128,695 in 2012)
This organization: 

 $144,649
Other organizations performing similar types of work: 

 $379,176

Expenses in 2013: $3,100
This organization: 

 $3,100
Other organizations performing similar types of work: 

 $37,740

Income to expenses ratio in 2013: 3.3
This organization: 

 3.3
Other organizations performing similar types of work: 

 3.4

Grants share in income in 2013: 32.7%
University Luthern Chapel And Student Center Endowment Trust, Moulton Penelope S Ttee: 

 32.7%
Other organizations performing similar types of work: 

 96.8%

Financial snapshot ($)

Revenue for 2013

Revenue, Expenses, and Changes in Net Assets or Fund Balances
201120122013
Total revenue$7,929$18,867$10,345
Contributions, gifts, grants, and similar amounts received$395$12,817$3,385
Program service revenue including government fees and contracts$0$0$0
Membership dues and assessments$0$0$0
Investment income$7,534$3,462$3,884
Gain/Loss from sale of assets other than inventory$0$2,589$3,076
Gross amount from sale of assets other than inventory$0$15,494$3,076
Less: cost or other basis and sales expenses$0$12,905$0
Net income/loss from gaming and fundraising events$0$0$0
Gross profit/loss from sales of inventory$0$0$0
Other revenue$0$0$0
Total expenses$1,500$1,200$3,100
Total net assets$105,655$128,695$144,649
Excess/Deficit for the year$6,429$17,667$7,245
Net assets or fund balances at beginning of year$99,226$105,656$128,695
Other changes in net assets or fund balances$0$5,372$8,709
Net assets or fund balances at end of year$128,695$144,649
Balance Sheets
201120122013
Total assets$105,655$128,695$144,649
Total liabilities$0$0$0
Net assets or fund balances$105,655$128,695$144,649
Other Information
201120122013
Did the organization engage in any significant activity not previously reported to the IRS?NoNo
Were any significant changes made to the organizing or governing documents?NoNo
Did the organization have unrelated business gross income of $1,000 or more during the year from business activitiesNoNoNo
Has the organization filed a Form 990-T for the year?NoNo
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year?NoNo
Amount of political expenditures, direct or indirect$0$0
Did the organization file Form 1120-POL for this year?NoNo
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?NoNo
Total amount involved$0$0
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities$0$0$0
Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ?NoNo
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?NoNo
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2)
Number of organizations supported1
Sum of amounts of support$3,100
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1Northeast Okla Christian FdnOklahoma City, OK 73118OK$286,441
2Harry & Jan Sweere Foundation9857 Iteri Ln, Lakeville, MN 55044-3602MN2010-09$16,993,032
3St Stephens Human Services Inc2309 Nicollet Ave, Minneapolis, MN 55404-3315MN2002-05$11,831,060
4Virginia Baptist Childrens Home & Family Services Foundation860 Mount Vernon Ln, Salem, VA 24153-2700VA2007-09$10,494,403
5Catholic Foundation For The Archdiocese Of Dubuque1229 Mt Loretta Ave, Dubuque, IA 52003-7826IA2012-09$8,133,445
6Rough Acres Foundation Inc10807 New Allegiance Dr Ste 240, Colorado Spgs, CO 80921-3796CO2007-08$4,090,739
7Tuco J W Hughes Fb Df Con ChurchPO BOX 1802, Providence, RI 02901-1802RI2010-04$3,993,964
8The First United Methodist Foundation Of Sun City9849 N 105th Ave, Sun City, AZ 85351-4706AZ2014-01$3,711,012
9Saint Anthony Memorial Foundation, Barry Langley Ttee100 Arch St, Boston, MA 02110-1100MA2009-06$2,715,329
10Table Project3530 East 28th Street, Minneapolis, MN 55406-1765MN2009-07$2,394,868
11New Mount Carmel Foundation IncPO BOX 2507, Cody, WY 82414-2507WY2009-09$2,357,326
12St Andrew By-The-Sea Evangelical Lutheran Church Endowmwnt Fund IncPO BOX 1567, Atlantic City, NJ 08404-1567NJ2001-03$2,034,598
13Purpose Drive Connection29881 Santa Margarita Parkway, Rancho Santa Margarita, CA 92688CA2009-07$1,687,748
14Sacred Arts FoundationPO BOX 1370, Cedar Crest, NM 87008-1370NM2003-06$1,656,505
15Thelma M R Kloberdanz Irrv TrPO BOX 75000, Detroit, MI 48275-7874MI2000-06$1,576,670
16Trinity Episcopal Church Of Fort Worth Inc Foundation4725 Saddlebrook Drive, Fort Worth, TX 76116TX2011-08$1,453,049
17University Luthern Chapel And Student Center Endowment Trust, Moulton Penelope S Ttee914 Elm Ave, Norman, OK 73072-7119OK2000-03$10,345
18Endowment For Light Of Christ Community, Endowment For Light Of Christ CommuPO BOX 2161, Tahlequah, OK 74465-2161OK2012-03$6,718
19New Covenant Outreach Ministries Inc4619 W Nicklas Ave A, Oklahoma City, OK 73132OK2014-09$0
20Tulsa Metropolitan Ministry Foundation221 S Nogales Ave, Tulsa, OK 74127-8721OK1971-01$0
Number of organizations performing similar types of work
Alaska1
Alabama12
Arkansas3
Arizona6
California36
Colorado8
Connecticut4
District of Columbia2
Delaware1
Florida14
Georgia16
Iowa7
Idaho3
Illinois18
Indiana10
Kansas9
Kentucky4
Louisiana3
Massachusetts7
Maryland7
Maine4
Michigan12
Minnesota21
Missouri11
Mississippi4
Montana4
North Carolina21
North Dakota1
Nebraska10
New Hampshire3
New Jersey6
New Mexico8
Nevada3
New York18
Ohio23
Oklahoma5
Oregon4
Pennsylvania21
Rhode Island4
South Carolina8
South Dakota6
Tennessee9
Texas47
Virginia11
Vermont1
Washington8
Wisconsin12
West Virginia1
Wyoming2
International2
Total461

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