Kirkpatrick George B Test Trust 805-20-3123-00 in Austin, 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
| Kirkpatrick George B Test Trust 805-20-3123-00 | |
| Employer Identification Number (EIN) | 746442622 |
| Name of Organization | Kirkpatrick George B Test Trust 805-20-3123-00 |
| In Care of Name | Wells Frgo Bnk Mac T5698-021 Ttee |
| Address | PO BOX 41629, Austin, TX 78704-0028 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $68,878 |
| Amount of Income | $24,022 |
| Form 990 Revenue Amount | $3,462 |
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 | $4,725 | $4,713 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,222 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,503 | |||
| Total expenses and disbursements | $2,947 | $1,136 | $0 | $1,811 |
| Compensation of officers, directors, trustees, etc. | $1,500 | |||
| Total operating and administrative expenses | $1,511 | $1,136 | $375 | |
| Contributions, gifts, grants paid | $1,436 | |||
| Excess of revenue over expenses and disbursements | $1,778 | |||
| Net investment income | $3,577 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $68,878 | $72,680 |
| Cash - non-interest-bearing | $76 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $66,069 | |
| Other | $2,733 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $68,878 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,503 |
| 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 | $72 |
| Total credits and payments | $24 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $24 |
| 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 | $48 |
| 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? | 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 | $72,209 |
| Net value of noncharitable-use assets | $71,120 |
| Minimum investment return | $3,556 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,484 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,484 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $2,791 |
| 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 | Kipp Inc | 10711 Kipp Way Dr, Houston, TX 77099-2675 | TX | 1995-08 | $112,264,585 |
| 2 | Kipp Dallas-Fort Worth Inc, Dba Kipp Truth Academy Inc | 3200 South Lancaster Rd, Dallas, TX 75216-4555 | TX | 2003-11 | $10,139,704 |
| 3 | Kirby Diaster Relief Fund, Buese Mark | 55 Waugh Dr Ste 1000, Houston, TX 77007-5834 | TX | 2005-12 | $136,140 |
| 4 | Kirby Hall School | 306 W 29th St, Austin, TX 78705-2926 | TX | 1976-09 | $1,071,194 |
| 5 | Kirby Senior Center Corporation | 3211 Alan Shepard Dr, Kirby, TX 78219-1265 | TX | 1993-03 | $306,956 |
| 6 | Kirby Volunteer Fire Fighters Inc | 5560 Duffek Dr, Kirby, TX 78219 | TX | 1953-02 | $52,445 |
| 7 | Kirby-Hill House Educational Foundation Inc | 210 W Main St, Kountze, TX 77625-8969 | TX | 2001-09 | $77,633 |
| 8 | Kirbyville Christian Outreach Inc | PO BOX 472, Kirbyville, TX 75956-0472 | TX | 1990-05 | $75,285 |
| 9 | Kirk Edwards Foundation | 4201 Bluff View Dr, Granbury, TX 76048-5013 | TX | 1967-01 | $800,493 |
| 10 | Kirk Elementary Parent Teacher Organization Inc | 10370 Richmond Dr, Houston, TX 77042-4141 | TX | 2000-12 | $56,731 |
| 11 | Kirkpatrick George B Test Trust 805-20-3123-00 | PO BOX 41629, Austin, TX 78704-0028 | TX | $24,022 | |
| 12 | Kirschner-Bookatz Family Foundation | 12700 Hillcrest Rd, Dallas, TX 75230-2033 | TX | 1998-06 | $34,048 |
| 13 | Kirwan Family Foundation Inc | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1997-12 | $1,435,512 |
| 14 | Kisd Band Boosters | Po Box 293773, Kerrville, TX 78029 | TX | 1998-12 | $77,070 |
| 15 | Kisd Ffa Livestock Show & Rodeo Association Inc | PO BOX 1344, Katy, TX 77492-1344 | TX | 2003-04 | $184,990 |
| 16 | Kisd Ice Hockey Club | PO BOX 1851, Keller, TX 76244-1851 | TX | 2003-12 | $118,014 |
| 17 | Kissell Family Foundation Inc | 3970 Joe Wilson Rd, Midlothian, TX 76065-4507 | TX | 2008-02 | $8,343 |
| 18 | Kitchen Dog Theater Company, Mckinney Avenue Contemporary | 3120 Mckinney Avenue, Dallas, TX 75204-7494 | TX | 1991-06 | $317,002 |
| 19 | Kittico Cat Rescue | 5820 Ravendale Ln, Dallas, TX 75206-5432 | TX | 1998-06 | $54,616 |
| 20 | Kittie Nash Groce Trust | 301 Dance Dr, West Columbia, TX 77486-4015 | TX | 1975-03 | $697,087 |
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