Henry A Pevear Estate in Dallas, Texas (TX)
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 Texas
| Henry A Pevear Estate | |
| Employer Identification Number (EIN) | 046048874 |
| Name of Organization | Henry A Pevear Estate |
| Address | BANK OF AMERICA NA PO BOX 831, Dallas, TX 75283-1041 |
| Activities | 4947(a)(2) trust |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 12/1970 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2014 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $704,233 |
| Amount of Income | $95,692 |
| Form 990 Revenue Amount | $32,137 |
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 | $26,711 | $26,711 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $24,664 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,047 | |||
| Total expenses and disbursements | $57,947 | $9,723 | $0 | $47,497 |
| Compensation of officers, directors, trustees, etc. | $16,043 | |||
| Total operating and administrative expenses | $17,947 | $9,723 | $7,497 | |
| Contributions, gifts, grants paid | $40,000 | |||
| Excess of revenue over expenses and disbursements | $-31,236 | |||
| Net investment income | $16,988 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $699,724 | $889,713 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $118,807 | |
| Investments-corporate stock | $492,546 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $88,371 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $699,724 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,047 |
| 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 | $340 |
| Total credits and payments | $500 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $500 |
| 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 |
| Tax due | $0 |
| Overpayment | $160 |
| Amount to be credited to 2013 estimated tax | $160 |
| 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 | $914,111 |
| Net value of noncharitable-use assets | $900,400 |
| Minimum investment return | $45,020 |
| Distributable Amount (for 2012) | |
| Distributable amount | $44,680 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $44,680 |
| 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 Texas | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Healthcare Information And Management Systems Society, Dallas Ft Worth Chapter | 12717 Seagull Way, Frisco, TX 75034-0662 | TX | $81,007 | |
| 2 | Heartway Iii Corporation | 509 N Montclair Ave, Dallas, TX 75208-5450 | TX | 1987-12 | $53,511 |
| 3 | Healing Outreach For People Everywhere Inc | 4219 34th St, Lubbock, TX 79410-2641 | TX | 2002-01 | $214,500 |
| 4 | Heres Life Africa | PO BOX 261319, Plano, TX 75026-1319 | TX | 2003-04 | $1,362,268 |
| 5 | Hispanic Hotel Owners Association | 2434 Sacky, Corpus Christi, TX 78415 | TX | 2010-02 | $0 |
| 6 | Faith In Sobriety Development Corporation, Houston Diaper Bank | 2500 Etc Jester Blvd Suite 150i, Houston, TX 77008 | TX | 2008-02 | $0 |
| 7 | Harvest Ministries Inc | 1225 Lawrence Rd Apt 1425, Kemah, TX 77565-0347 | TX | 2002-11 | $100,000 |
| 8 | Hemanth And Roopa Parasuramfoundation | 2207 Forest Trl, Austin, TX 78703-2933 | TX | 2007-01 | $10,021 |
| 9 | Heaven & Home Hour Inc | PO BOX 90047, San Antonio, TX 78209-9047 | TX | 1957-08 | $130,305 |
| 10 | Hartford Hospital Fulton Fund | BANK OF AMERICA NA PO BOX 831, Dallas, TX 75283-1041 | TX | 1976-01 | $1,421,608 |
| 11 | Henry A Pevear Estate | BANK OF AMERICA NA PO BOX 831, Dallas, TX 75283-1041 | TX | 1970-12 | $95,692 |
| 12 | Harmony Hills Cabana Club Inc | PO BOX 790994, San Antonio, TX 78279-0994 | TX | 1964-05 | $188,888 |
| 13 | Harmony Home Childrens Advocacy Center Inc | PO BOX 3087, Odessa, TX 79760-3087 | TX | 1979-07 | $571,321 |
| 14 | Harmony House Inc | 602 Girard St, Houston, TX 77007-6218 | TX | 1993-07 | $2,221,112 |
| 15 | Harmony Outreach Ministries | PO BOX 9098, College Statio, TX 77842-9098 | TX | 2002-11 | $12,128 |
| 16 | Harmony Parent Teacher Organization | PO BOX 214, Gilmer, TX 75644-0214 | TX | 2001-11 | $22,140 |
| 17 | Harmony Project International | 6300 Ne Loop 820, Fort Worth, TX 76180-7860 | TX | 2008-03 | $1,156,162 |
| 18 | Harmony School Of Creative Arts | PO BOX 1065, Marble Falls, TX 78654-1065 | TX | 2002-10 | $278,908 |
| 19 | Harmony Volunteer Fire Department | 11755 S Foster Rd, San Antonio, TX 78223-4436 | TX | 1984-07 | $46,228 |
| 20 | Harold & Irene Strauss Foundation | 3705 Maplewood Ave, Wichita Falls, TX 76308-2129 | TX | 2005-02 | $129,913 |
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