Dixie & Cedric Wenger 1994 Foundation in San Antonio, 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
- Organizations performing similar types of work
| Dixie & Cedric Wenger 1994 Foundation | |
| Employer Identification Number (EIN) | 742719361 |
| Name of Organization | Dixie & Cedric Wenger 1994 Foundation |
| In Care of Name | David J Doherty |
| Address | 8610 N New Braunfels, San Antonio, TX 78217-6370 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1995 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $5,841,809 |
| Amount of Income | $800,828 |
| Form 990 Revenue Amount | $276,688 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2012: $800,828 (it was $1,382,174 in 2011)
| Dixie & Cedric Wenger 1994 Foundation: | $800,828 |
| Other organizations performing similar types of work: | $339,629 |
Assets in 2012: $5,841,809 (it was $5,956,057 in 2011)
| Dixie & Cedric Wenger 1994 Foundation: | $5,841,809 |
| Other organizations performing similar types of work: | $932,723 |
Expenses in 2012: $432,250
| This organization: | $432,250 |
| Other organizations performing similar types of work: | $398,224 |
Income to expenses ratio in 2012: 1.9
| This organization: | 1.9 |
| Other organizations performing similar types of work: | 1.9 |
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 | $176,990 | $176,990 | $86 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $45,364 | |||
| Dividends and interest from securities | $132,069 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-6,654 | |||
| Other | $6,211 | |||
| Total expenses and disbursements | $432,250 | $103,548 | $0 | $328,702 |
| Compensation of officers, directors, trustees, etc. | $28,667 | |||
| Total operating and administrative expenses | $112,250 | $103,548 | $8,702 | |
| Contributions, gifts, grants paid | $320,000 | |||
| Excess of revenue over expenses and disbursements | $-255,260 | |||
| Net investment income | $73,442 | |||
| Adjusted net income | $86 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $5,841,809 | $6,229,305 |
| Cash - non-interest-bearing | $60,162 | |
| Investments-U.S. and state government obligations | $199,177 | |
| Investments-corporate stock | $250,310 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $4,294,115 | |
| Other | $1,038,045 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $5,841,809 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $6,211 |
| 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 | $734 |
| Total credits and payments | $12,779 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $12,779 |
| 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 | $12,045 |
| Amount to be credited to 2013 estimated tax | $12,045 |
| 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? | 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 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 | $6,117,287 |
| Net value of noncharitable-use assets | $6,025,520 |
| Minimum investment return | $301,276 |
| Distributable Amount (for 2012) | |
| Distributable amount | $300,542 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $300,542 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $272,153 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Dixie & Cedric Wenger 1994 Foundation | 8610 N New Braunfels, San Antonio, TX 78217-6370 | TX | 1995-01 | $800,828 |
| 2 | Berkshire Foundation | PO BOX 221432, Carmel, CA 93922-1432 | CA | 1996-12 | $339,629 |
| 3 | Fowler Memorial Trust | 815 N Broad St, Fremont, NE 68025-4128 | NE | 1984-02 | $192,506 |
| 4 | Louis A Pompei Memorial Fund | 2115 Lomina Ave, Long Beach, CA 90815-3217 | CA | 1997-07 | $21 |
| 5 | Brody Family Foundation | 3366 Wichita Falls Ave, Simi Valley, CA 93063-1431 | CA | 1997-11 | $0 |
| Number of organizations performing similar types of work | |||||||
|
| ||||||
| Total | 5 | ||||||
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