Kathleen Birkner And Richard I Stevens Foundation in Fort Worth, 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
| Kathleen Birkner And Richard I Stevens Foundation | |
| Employer Identification Number (EIN) | 752712266 |
| Name of Organization | Kathleen Birkner And Richard I Stevens Foundation |
| In Care of Name | Kathleen Stevens |
| Address | 2009 Deepdale Dr, Fort Worth, TX 76107-3561 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 10/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1 |
| Amount of Income | $1 |
| Form 990 Revenue Amount | $1 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2012: $1 (it was $1 in 2011)
| This organization: | $1 |
| Other organizations performing similar types of work: | $153,770 |
Assets in 2012: $1 (it was $1 in 2011)
| Kathleen Birkner And Richard I Stevens Foundation: | $1 |
| Other organizations performing similar types of work: | $516,948 |
Expenses in 2012: $0
| This organization: | $0 |
| Other organizations performing similar types of work: | $60,348 |
| 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 | $1 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| 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 | |||
| Other | $1 | |||
| Total expenses and disbursements | $0 | $0 | $0 | $0 |
| Excess of revenue over expenses and disbursements | $0 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1 | $0 |
| 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 | $1 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $0 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Albert And Margaret Alkek Foundation | 1100 Louisiana St Ste 5250, Houston, TX 77002-5100 | TX | 1996-12 | $36,318,794 |
| 2 | Crain Foundation | PO BOX 2146, Longview, TX 75606-2146 | TX | 1997-05 | $12,151,018 |
| 3 | Herman And Patsy Smith Charitable Foundation | 3700 Cheek Sparger Rd Ste 180, Bedford, TX 76021-3058 | TX | 1996-09 | $8,530,020 |
| 4 | Once Upon A Time Foundation | 301 Commerce St Ste 3200, Fort Worth, TX 76102-4150 | TX | 1998-09 | $4,696,411 |
| 5 | Helm Foundation | 2901 Wilcrest Dr Ste 217, Houston, TX 77042-6071 | TX | 1995-03 | $2,557,471 |
| 6 | The Nathaniel Foundation Inc | 3007 Woodland Hills Dr, Kingwood, TX 77339-1403 | TX | 1995-05 | $1,746,694 |
| 7 | Zephyr Foundation | 4006 Fm 1035, Wellington, TX 79095-4420 | TX | 1996-06 | $1,266,281 |
| 8 | The Wece B And Martha A Johnson Foundation | PO BOX 4019, Longview, TX 75606-4019 | TX | 1996-11 | $697,260 |
| 9 | The Jim And Lynn Moroney Family Foundation, Moroney James M Jr Ttee | PO BOX 655237, Dallas, TX 75265-5237 | TX | 1996-05 | $687,285 |
| 10 | Sk Foundation | 2001 Kirby Dr Ste 510, Houston, TX 77019-6046 | TX | 1996-05 | $349,156 |
| 11 | The Tim And Karen Hixon Foundation | 315 E Commerce St Ste 300, San Antonio, TX 78205-2947 | TX | 1996-03 | $307,179 |
| 12 | The Donachie Foundation | PO BOX 670746, Dallas, TX 75367-0746 | TX | 1996-09 | $290,862 |
| 13 | Sam And Sonia Wilson Family Foundation | 5305 Western Hills Dr, Austin, TX 78731-4821 | TX | 1996-11 | $178,310 |
| 14 | Wayne H Garrison Charitable Trust Ua060294 | PO BOX 5608, Texarkana, TX 75505-5608 | TX | 1995-05 | $86,225 |
| 15 | Redstone Summit Foundation | PO BOX 631327, Houston, TX 77263-1327 | TX | 1997-05 | $64,468 |
| 16 | Robert K And Marie B Hutchings Foundation | 817 Kuhlman Rd, Houston, TX 77024-3105 | TX | 1995-01 | $28,726 |
| 17 | William Henry Hastings Foundation, Hastings William H Ttee | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1996-06 | $24,929 |
| 18 | Swabado Family Foundation | 2402 Twin Grove Dr, Kingwood, TX 77339-2531 | TX | 1995-01 | $7,475 |
| 19 | Threadgill Family Foundation Inc | 1602 Brook Hollow Dr, Bryan, TX 77802-1119 | TX | 1995-01 | $1 |
| 20 | Taylor Rotary Education Endowment Fund | Po Box 949, Taylor, TX 76574 | TX | 1995-01 | $0 |
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