Harrold D And Betty Jo Owen Foundation in Keller, 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
| Harrold D And Betty Jo Owen Foundation | |
| Employer Identification Number (EIN) | 751633142 |
| Name of Organization | Harrold D And Betty Jo Owen Foundation |
| Address | 709 Hidden Woods Dr, Keller, TX 76248-5459 |
| Activities | Other religious activities, Other school related activities, Other scientific research activities |
| Ruling Date | 03/1979 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $143,889 |
| Amount of Income | $58,273 |
| Form 990 Revenue Amount | $9,671 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets 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 | $9,671 | $9,671 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $3,386 | |||
| Dividends and interest from securities | $4,917 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,368 | |||
| Total expenses and disbursements | $63,927 | $1,614 | $0 | $62,313 |
| Compensation of officers, directors, trustees, etc. | $2,400 | |||
| Total operating and administrative expenses | $3,227 | $1,614 | $1,613 | |
| Contributions, gifts, grants paid | $60,700 | |||
| Excess of revenue over expenses and disbursements | $-54,256 | |||
| Net investment income | $8,057 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $143,889 | $143,300 |
| Cash - non-interest-bearing | $21,656 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $58,793 | |
| Other | $63,440 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $143,889 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $1,368 |
| 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 | $161 |
| Total credits and payments | $1,088 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $1,088 |
| 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 | $927 |
| Amount to be credited to 2012 estimated tax | $150 |
| 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? | 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 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 | $150,462 |
| Net value of noncharitable-use assets | $148,200 |
| Minimum investment return | $7,410 |
| Distributable Amount (for 2011) | |
| Distributable amount | $7,249 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $7,249 |
| 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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| Other organizations in Texas | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Texas Health Harris Methodist Hospital Hurst-Euless-Bedford Auxi, Gift Shoppe | 1600 Hospital Pkwy, Bedford, TX 76022-6913 | TX | 1973-07 | $363,123 |
| 2 | Harris Methodist Health System | 612 E Lamar Blvd, Arlington, TX 76011-4121 | TX | 1982-09 | $32 |
| 3 | Harris Methodist Stephenville Auxiliary Gift Shop Inc | PO BOX 853, Stephenville, TX 76401-0008 | TX | 1985-11 | $64,484 |
| 4 | Harris Methodist Stephenville Auxiliary Inc | PO BOX 853, Stephenville, TX 76401-0008 | TX | 1983-04 | $94,808 |
| 5 | Harrison County Agri-Business Association | PO BOX 1717, Marshall, TX 75671-1717 | TX | 2005-09 | $334,464 |
| 6 | Harrison County Community Health Care Foundation | 811 S Washington Ave, Marshall, TX 75670-5336 | TX | 1997-02 | $244,726 |
| 7 | Harrison County Farm Bureau | PO BOX 1944, Marshall, TX 75671-1944 | TX | 1981-01 | $225,361 |
| 8 | Harrison County Food Bank | PO BOX 1601, Marshall, TX 75671-1601 | TX | 1986-12 | $150,185 |
| 9 | Harrison County Historical Society | PO BOX 1987, Marshall, TX 75671-1987 | TX | 1966-12 | $246,533 |
| 10 | Harrison County Emergency Services District 4 | PO BOX 1282, Marshall, TX 75671-1282 | TX | 1992-02 | $540,436 |
| 11 | Harrold D And Betty Jo Owen Foundation | 709 Hidden Woods Dr, Keller, TX 76248-5459 | TX | 1979-03 | $58,273 |
| 12 | Harry & Maxine Rogers Charitable Tr | 2201 Market St 10th Fl, Galveston, TX 77550-1527 | TX | $256,199 | |
| 13 | Harry A And Cleo S Kollmyer Memorial Foundation, Kollmyer Stephen Leon Ttee | 22 E Avenue B, San Angelo, TX 76903-6906 | TX | 1993-01 | $38,401 |
| 14 | Harry A And Rose Getz Foundation, Ostiguy Judy Weiser Ttee | 1717 Saint James Pl Ste 245, Houston, TX 77056-3407 | TX | 2001-05 | $143,480 |
| 15 | Harry A Haverlah Foundation | PO BOX 770, Palestine, TX 75802-0770 | TX | 1967-10 | $56,085 |
| 16 | Harry And Anne Sager Foundation | 5555 San Felipe St, Houston, TX 77056-2701 | TX | 1994-12 | $82,512 |
| 17 | Harry And Rose Caplovitz Medical Award Fund | 5555 Del Monte Dr Unit 605, Houston, TX 77056-4117 | TX | 1983-12 | $2,508 |
| 18 | Harry Arnote Charitable Foundation | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1972-04 | $74,167 |
| 19 | Harry B Boyce Trust | BANK OF AMERICA NA PO BOX 831, Dallas, TX 75283-1041 | TX | 1956-08 | $38,624 |
| 20 | Harry Bass Foundation | 4809 Cole Ave Ste 105, Dallas, TX 75205-7313 | TX | 1983-06 | $14,498,890 |
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