Ruth Jones Macdonald Charitable Tr, Arendale Bruce C Ttee in Houston, Texas (TX)

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Ruth Jones Macdonald Charitable Tr, Arendale Bruce C Ttee
Employer Identification Number (EIN)766143209
Name of OrganizationRuth Jones Macdonald Charitable Tr
Secondary NameArendale Bruce C Ttee
AddressCo Arendale Bruce C Ttee, Houston, TX 77056
SubsectionCharitable Organization
Ruling Date08/2000
DeductibilityContributions are not deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period06/2013
Assets$1,000,000 to $4,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$3,950,767
Amount of Income$2,554,408
Form 990 Revenue Amount$661,025
National Taxonomy of Exempt Entities (NTEE)Recreation, Sports, Leisure, Athletics: Recreational and Sporting Camps


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Amount of income in 2013: $2,554,408 (it was $2,551,022 in 2012)
Ruth Jones Macdonald Charitable Tr, Arendale Bruce C Ttee: 

 $2,554,408
Other organizations performing similar types of work: 

 $86,704

Assets in 2013: $3,950,767 (it was $3,893,361 in 2012)
This organization: 

 $3,950,767
Other organizations performing similar types of work: 

 $51,337

Expenses in 2013: $617,316
This organization: 

 $617,316
Other organizations performing similar types of work: 

 $80,543

Income to expenses ratio in 2013: 4.1
Ruth Jones Macdonald Charitable Tr, Arendale Bruce C Ttee: 

 4.1
Other organizations performing similar types of work: 

 1.0

Grants share in income in 2013: 0.0%
Ruth Jones Macdonald Charitable Tr, Arendale Bruce C Ttee: 

 0.0%
Other organizations performing similar types of work: 

 0.4%

Financial snapshot ($)

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$676,254$676,254$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$121
Dividends and interest from securities$129,187
Gross rents$200,812
Gross sales price for all assets$2,008,984
Gross profit from sales of goods$0
Other income$215,304
Other$130,830
Total expenses and disbursements$617,316$245,671$0$366,449
Compensation of officers, directors, trustees, etc.$196,023
Pension plans, employee benefits$0
Legal fees$3,805
Accounting fees$45,193
Interest$0
Depreciation$20,230
Occupancy$16,537
Travel, conferences, and meetings$4,001
Printing and publications$0
Total operating and administrative expenses$417,316$245,671$166,449
Contributions, gifts, grants paid$200,000
Excess of revenue over expenses and disbursements$58,938
Net investment income$430,583
Adjusted net income$0
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$3,824,924$5,498,810$3,893,361$5,186,565$3,950,767$5,216,282
Cash - non-interest-bearing$19,484$20,098$7,204
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$1,038,978$1,037,595$1,096,639
Investments-corporate bonds$239,814$297,327$303,009
Investments-mortgage loans$0$0$0
Investments-other$2,185,291$2,048,073$2,273,268
Other assets$0$0
Total liabilities$3,134$3,133$1,601
Mortgages and other notes payable$0$0$0
Other liabilities$3,133$3,133
Total liabilities and net assets/fund balances$3,821,790$3,890,228$3,949,166
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$130,313$9,588$130,830
Net capital loss$0$0$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$7,593$6,542$4,306
Total credits and payments$6,103$8,000$8,000
Current year estimated tax payments and previous year's overpayment credited to current year$4,872$8,000$0
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$1,231$0$8,000
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$50$31$38
Tax due$0$0
Overpayment$1,427$3,656
Amount to be credited to next year's estimated tax$0$1,427$3,656
Statements Regarding Activities
201120122013
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?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
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?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoYes
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
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?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoYes
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?YesYesYes
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?YesYesYes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
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?NoNo
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?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
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?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
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?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
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?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
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)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
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?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$5,419,395$5,229,032$5,070,271
Net value of noncharitable-use assets$5,150,597$4,994,217
Minimum investment return$266,905$257,530$249,711
Distributable Amount
201120122013
Distributable amount$259,312$250,988$245,405
Undistributed Income
201120122013
Distributable amount for this year$259,312$250,988$245,405
Undistributed income for this year. This amount must be distributed in the next year$0$0$0
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$121$0
Dividends and interest from securities$129,187$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
IdNameAddressStateEstablishedTotal Income
1The Topfer Family Foundation3600 N Capital Of Tx Hwy Bldg B No, Austin, TX 78746-3314TX2001-09$6,938,380
2Ruth Jones Macdonald Charitable Tr, Arendale Bruce C TteeCo Arendale Bruce C Ttee, Houston, TX 77056TX2000-08$2,554,408
3R O C K Ride On Center For KidsPO BOX 2422, Georgetown, TX 78627-2422TX1999-09$1,737,994
4Summer DreamsPO BOX 140, Hunt, TX 78024-0140TX1999-06$1,639,007
5Victory Volleyball Club Inc5729 Lebanon Rd Ste 144, Frisco, TX 75034-7259TX2001-07$835,985
6Teens With Dreams Inc2911 Turtle Creek Blvd Ste 300, Dallas, TX 75219-6243TX2002-08$807,455
7Rockin C Ranch5300 County Road 325, Lindale, TX 75771-7610TX1999-02$796,854
8Rainbow Bible School Inc733 En 16th, Abilene, TX 79601-3811TX2001-01$704,470
9Woods Project Inc6 Sleepy Oaks Cir, Houston, TX 77024-5427TX2008-08$603,571
10Pink Dreams Inc2201 Main St Ste 785, Dallas, TX 75201TX2002-04$597,707
11Texas Air Corps Inc23941 Cicada Cir W, New Caney, TX 77357-8540TX2001-01$471,916
12Ed Plus Inc4242 E Piedras Dr Ste 125, San Antonio, TX 78228-1430TX1999-12$293,163
13Southlake Girls Softball Association IncPO BOX 92643, Southlake, TX 76092-0643TX1999-03$187,374
14Revolution Drum & Bugle CorpsPO BOX 15950, San Antonio, TX 78212-9150TX2000-06$185,067
15Christian Camping International Inc15181 Cr 113, Tyler, TX 75702TX2008-11$173,404
16Reach Therapeutic Riding Center525 Austin Hines Drive, China Spring, TX 76633TX2008-12$119,204
17Camp Gladiator Adventures International9185 Research Blvd, Austin, TX 78758-6900TX2011-01$119,057
18Technology Enterpreneurs Exchange6836 Austin Center Blvd Bldg 1 Ste, Austin, TX 78731-3188TX2001-05$106,278
19Tikar Inc2112 Sea Eagle Vw, Austin, TX 78738-5382TX1999-09$100,007
20S I Challenge Inc9304 Forest Ln Ste 115s, Dallas, TX 75243-6238TX1999-11$98,770
Number of organizations performing similar types of work
Alaska8
Alabama27
Arkansas21
Arizona35
California178
Colorado53
Connecticut16
District of Columbia8
Delaware6
Florida99
Georgia56
Hawaii15
Iowa22
Idaho11
Illinois81
Indiana35
Kansas24
Kentucky24
Louisiana23
Massachusetts43
Maryland43
Maine18
Michigan47
Minnesota49
Missouri52
Mississippi9
Montana7
North Carolina56
North Dakota8
Nebraska18
New Hampshire5
New Jersey46
New Mexico14
Nevada19
New York78
Ohio45
Oklahoma27
Oregon27
Pennsylvania67
Rhode Island10
South Carolina25
South Dakota13
Tennessee35
Texas173
Utah10
Virginia49
Vermont10
Washington50
Wisconsin44
West Virginia15
Wyoming4
International4
Total1,862

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