Roger And Cynthia Cagle Family Foundation in Comfort, Texas (TX)

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Roger And Cynthia Cagle Family Foundation
Employer Identification Number (EIN)462150445
Name of OrganizationRoger And Cynthia Cagle Family Foundation
In Care of NameSoco Management Services Inc
AddressPO BOX 399, Comfort, TX 78013-0399
SubsectionCharitable Organization
Ruling Date02/2013
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$5,000,000 to $9,999,999
Income$5,000,000 to $9,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$5,899,037
Amount of Income$5,899,037
Form 990 Revenue Amount$5,899,037
National Taxonomy of Exempt Entities (NTEE)Health - General and Rehabilitative: Health Treatment Facilities, Primarily Outpatient


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Amount of income in 2013: $5,899,037
Roger And Cynthia Cagle Family Foundation: 

 $5,899,037
Other organizations performing similar types of work: 

 $502,277

Assets in 2013: $5,899,037
Roger And Cynthia Cagle Family Foundation: 

 $5,899,037
Other organizations performing similar types of work: 

 $342,333

Expenses in 2013: $21,395
This organization: 

 $21,395
Other organizations performing similar types of work: 

 $551,906

Income to expenses ratio in 2013: 275.7
Roger And Cynthia Cagle Family Foundation: 

 275.7
Other organizations performing similar types of work: 

 1.0

Grants share in income in 2013: 90.3%
Roger And Cynthia Cagle Family Foundation: 

 90.3%
Other organizations performing similar types of work: 

 8.9%

Financial snapshot for 2013 ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$5,899,037$570,609$0
Contributions, gifts, grants, etc., received$5,328,428
Interest on savings and temporary cash investments$117
Dividends and interest from securities$570,492
Gross rents$0
Gross sales price for all assets$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$21,395$0$0$21,395
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$9,895
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$21,395$0$21,395
Contributions, gifts, grants paid$0
Excess of revenue over expenses and disbursements$5,877,642
Net investment income$570,609
Adjusted net income$0
Balance Sheets
2013
Book ValueFair Market Value
Total assets$5,899,037$5,899,037
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$5,328,428
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other assets$0
Total liabilities$21,395
Mortgages and other notes payable$0
Other liabilities$0
Total liabilities and net assets/fund balances$5,877,642
Capital Gains and Losses for Tax on Investment Income
2013
Capital gain net income$0
Net capital loss$0
Excise Tax Based on Investment Income
2013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$11,412
Total credits and payments$11,500
Current year estimated tax payments and previous year's overpayment credited to current year$0
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$11,500
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Tax due$0
Overpayment$88
Amount to be credited to next year's estimated tax$88
Statements Regarding Activities
2013
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
Has the foundation engaged in any activities that have not previously been reported to the IRS?No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?No
Has the foundation filed a tax return on Form 990-T for this year?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?No
Did any persons become substantial contributors during the tax year?Yes
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041No
Statements Regarding Activities for Which Form 4720 May Be Required
2013
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
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?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 have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?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
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?No
Minimum Investment Return
2013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$4,791,878
Net value of noncharitable-use assets$4,720,000
Minimum investment return$207,551
Distributable Amount
2013
Distributable amount$196,139
Undistributed Income
2013
Distributable amount for this year$196,139
Undistributed income for this year. This amount must be distributed in the next year$174,744
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
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
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$117$0
Dividends and interest from securities$570,492$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Organizations performing similar types of work
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1Texas Childrens Physician Group Inc, Texas Children's Physician Services OrganizationPo Box 300630, Houston, TX 77230TX2010-03$328,182,777
2Shannon Clinic120 E Beauregard Ave, San Angelo, TX 76903-5919TX2000-05$122,579,477
3First Choice Physician Partners1445 Ross Ave Ste 1400, Dallas, TX 75202-2703TX2011-04$39,154,141
4University Eye Associates6400 Fannin St Ste 1800, Houston, TX 77030-1526TX2000-04$7,056,561
5Specialty Physicians Of Central Texas IncPO BOX 6279, Fort Worth, TX 76115-0279TX2013-05$6,941,507
6Roger And Cynthia Cagle Family FoundationPO BOX 399, Comfort, TX 78013-0399TX2013-02$5,899,037
7South Plains Rural Health Service Inc1000 Fm 300, Levelland, TX 79336-6235TX1986-10$5,678,332
8Texas Health Outpatient Surgery Center Alliance10864 Texas Health Trl, Fort Worth, TX 76244-4897TX2013-11$4,424,863
9Spring Branch Community Health Center1615 Hillendahl Blvd Ste 100, Houston, TX 77055-3402TX2003-09$4,376,444
10Shannon Joint Ventures Inc, Shannon Dialysis ServicesPO BOX 22000, San Angelo, TX 76902-7200TX2002-06$3,603,161
11Tejas Health CarePO BOX 1251, La Grange, TX 78945-8251TX2008-08$2,425,880
12Healthcare Partnership Of Greater San Antonio551 Hill Country Dr, Kerrville, TX 78028-6085TX2012-05$2,335,285
13Winslow Medical Center Inc2601 W Lk Houston Pkwy, Kingwood, TX 77339-5222TX2005-11$1,447,327
14Cdm Center Of Hope Inc511 N Akard St, Dallas, TX 75201-6601TX2011-01$1,273,595
15South County Community Clinic101 Pine Manor Dr, Oak Ridge N, TX 77385-9059TX1996-04$949,569
16San Jacinto Medical Group4401 Garth Rd, Baytown, TX 77521-2122TX1999-06$497,741
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18Su Clinica Familia Medical Foundation1706 Treasure Hill Blvd, Harlingen, TX 78550-8911TX2001-01$462,928
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Number of organizations performing similar types of work
Alaska3
Alabama25
Arkansas18
Arizona28
California144
Colorado36
Connecticut14
District of Columbia4
Delaware5
Florida83
Georgia52
Hawaii9
Iowa13
Idaho9
Illinois42
Indiana35
Kansas14
Kentucky20
Louisiana26
Massachusetts26
Maryland22
Maine20
Michigan55
Minnesota30
Missouri35
Mississippi13
Montana5
North Carolina58
North Dakota3
Nebraska7
New Hampshire15
New Jersey35
New Mexico14
Nevada16
New York106
Ohio34
Oklahoma15
Oregon21
Pennsylvania67
Rhode Island5
South Carolina29
Tennessee35
Texas119
Utah11
Virginia26
Vermont12
Washington27
Wisconsin37
West Virginia7
Wyoming2
International3
Total1,490

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