Robert S & Joyce Pate Capper Charitable Foundation in Fort Worth, Texas (TX)

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Robert S & Joyce Pate Capper Charitable Foundation
Employer Identification Number (EIN)752692199
Name of OrganizationRobert S & Joyce Pate Capper Charitable Foundation
In Care of NameRobert S Capper
Address48 Valley Ridge Rd, Fort Worth, TX 76107-3109
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date05/1997
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$500,000 to $999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$805,254
Amount of Income$150,068
Form 990 Revenue Amount$88,891
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2012: $150,068 (it was $88,891 in 2011)
This organization: 

 $150,068
Other organizations performing similar types of work: 

 $107,200

Assets in 2012: $805,254 (it was $737,435 in 2011)
This organization: 

 $805,254
Other organizations performing similar types of work: 

 $441,077

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$88,891$21,922$0
Contributions, gifts, grants, etc., received$66,969
Interest on savings and temporary cash investments$5,753
Dividends and interest from securities$15,913
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$256
Total expenses and disbursements$117,897$15,758$0$101,040
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$16,857$15,758$0
Contributions, gifts, grants paid$101,040
Excess of revenue over expenses and disbursements$-29,006
Net investment income$6,164
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$737,435$786,859
Cash - non-interest-bearing$-4,269
Investments-U.S. and state government obligations$119,970
Investments-corporate stock$440,700
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$44,377
Other$136,657
Total liabilities$799
Mortgages and other notes payable$0
Other$799
Total liabilities and net assets/fund balances$736,636
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$256
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$62
Total credits and payments$749
2011 estimated tax payments and 2010 overpayment credited to 2011$749
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$687
Amount to be credited to 2012 estimated tax$687
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?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 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$787,797
Net value of noncharitable-use assets$775,980
Minimum investment return$38,799
Distributable Amount (for 2011)
Distributable amount$38,737
Undistributed Income (for 2011)
Distributable amount for 2011$38,737
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
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
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Ruth And Ted Bauer Family Foundation4400 Post Oak Pkwy Ste 2160, Houston, TX 77027-3416TX1997-08$33,035,493
2San Antonio Golf Association Inc, Golf San Antonio915 E Mulberry Ave, San Antonio, TX 78212-3153TX1991-03$12,968,413
3W T And Louise J Moran Foundation3843 N Braeswood Blvd Ste 200, Houston, TX 77025-3046TX1997-08$9,576,516
4William E Armentrout FoundationPO BOX 190407, Dallas, TX 75219-0407TX1998-06$9,400,242
5The Don-Kay-Clay Cash Foundation, Cash Sondra Kay Ttee5201 18th Pl, Lubbock, TX 79416-5511TX1997-07$6,224,839
6The Stanzel Family Foundation IncPO BOX 6, Schulenburg, TX 78956-0006TX1992-01$5,668,891
7Ware FoundationPO BOX 1, Amarillo, TX 79105-0001TX1997-12$4,574,936
8Susman Family Foundation2001 Kirby Dr Ste 603, Houston, TX 77019-6046TX1998-07$2,975,724
9Walter M Mischer & Mary A Mischer Foundation9 Greenway Plz Ste 2900, Houston, TX 77046-0923TX1998-08$2,420,996
10Shelton Family FoundationPO BOX 2791, Abilene, TX 79604-2791TX1996-08$1,991,960
11The Education Foundation Of Harris County6300 Irvington Blvd, Houston, TX 77022-5618TX1994-04$1,599,830
12Vance D Raimond & Mary Lee Raimond FoundationPO BOX 1870, Harlingen, TX 78551-1870TX1998-01$1,524,090
13Robert And Jane Cizik Foundation8839 Harness Creek Ln, Houston, TX 77024-7044TX1997-03$1,259,037
14Shelby Tengg Foundation For Heart & Cancer ResearchPO BOX 831041, Dallas, TX 75283-1041TX1998-08$951,278
15The Foundation For Dreamers11218 N Lamar Blvd, Austin, TX 78753-3057TX1997-03$924,941
16Saza Commission Inc450 Ridge View Dr, San Antonio, TX 78253-5387TX1989-02$809,883
17Reed Charitable FoundationPO BOX 2169, Frisco, TX 75034-0039TX1997-11$796,164
18Whitener Family Foundation901 S 1st St, Abilene, TX 79602-1502TX1997-05$770,407
19Tapestry Foundations Of Mary Carmel And Thomas P Borders300 W 6th St Ste 2030, Austin, TX 78701-3918TX1995-02$709,214
20West Johnson & Elizabeth J Lasselle Scholarship TrustPO BOX 831041, Dallas, TX 75283-1041TX1996-08$697,045
21S I Hahn FoundationPO BOX 831041, Dallas, TX 75283-1041TX1998-01$694,336
22San Antonio Foundation For Excellence In Education Inc141 Lavaca St, San Antonio, TX 78210-1039TX1998-01$629,320
23St Johns Foundation Fund2321 Mistletoe Blvd, Fort Worth, TX 76110-1133TX1985-01$562,726
24Wwjd Foundation12770 Merit Dr Ste 400, Dallas, TX 75251-1296TX1998-03$551,551
25Waltrip-Mcgee FoundationPO BOX 130548, Houston, TX 77219-0548TX1998-08$536,475
26The Crump Foundation15903 Guinstead Dr, Spring, TX 77379-6616TX1995-01$499,283
27Spence Foundation100 E Ferguson St Ste 813, Tyler, TX 75702-5754TX1998-04$486,798
28Reflections Foundation6109 Fm 390 N, Brenham, TX 77833-7216TX1998-03$473,131
29Rri Energy FoundationPO BOX 3795, Houston, TX 77253-3795TX1998-05$463,378
30Tuw H D Smith Fbo Newport WashPO BOX 831041, Dallas, TX 75283-1041TX1997-09$440,594
Number of organizations performing similar types of work
Alaska4
Alabama56
Arkansas18
Arizona58
California548
Colorado116
Connecticut78
District of Columbia24
Delaware45
Florida344
Georgia158
Hawaii18
Iowa56
Idaho24
Illinois311
Indiana83
Kansas53
Kentucky40
Louisiana50
Massachusetts115
Maryland116
Maine18
Michigan199
Minnesota100
Missouri76
Mississippi26
Montana9
North Carolina135
North Dakota2
Nebraska43
New Hampshire17
New Jersey210
New Mexico24
Nevada41
New York530
Ohio224
Oklahoma53
Oregon62
Pennsylvania249
Rhode Island33
South Carolina40
South Dakota12
Tennessee47
Texas381
Utah45
Virginia119
Vermont8
Washington86
Wisconsin98
West Virginia9
Wyoming19
International13
Total5,243

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