Sam And Margaret Lee Foundation in Roanoke, 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
| Sam And Margaret Lee Foundation | |
| Employer Identification Number (EIN) | 752444739 |
| Name of Organization | Sam And Margaret Lee Foundation |
| Address | PO BOX 1550, Roanoke, TX 76262-1550 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $6,864 |
| Amount of Income | $1 |
| Form 990 Revenue Amount | $3,587 |
Non-representatives - add comments:
| 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 | $1 | |||
| Total expenses and disbursements | $450 | $0 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $450 | $0 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-449 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $6,864 | $6,864 |
| 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 | $6,864 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $6,864 | |
| 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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| Other organizations in Texas | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Saluvida Incorporated | Po Box 819, Marfa, TX 79843 | TX | 2009-08 | $0 |
| 2 | Salvage Vanguard Theater | 2803 Manor Rd, Austin, TX 78722-1711 | TX | 1996-08 | $209,345 |
| 3 | Salvaging Teens At Risk Inc | 100 East Park, Little Elm, TX 75068-5048 | TX | 2000-03 | $6,100,640 |
| 4 | Salvation Army Medical Care Trust | C/O WELLS FARGO BANK NA PO BOX, Austin, TX 78704 | TX | 1987-04 | $247,826 |
| 5 | Salyers Elementary Pto | 25705 W Hardy Rd, Spring, TX 77373-2684 | TX | 2004-02 | $30,466 |
| 6 | Salzman-Medica Foundation | 901 W 9th St Apt 904, Austin, TX 78703-4639 | TX | 1998-08 | $4,897 |
| 7 | Sam & Anne Kesner Family Foundation | 7800 Northaven Rd, Dallas, TX 75230-3226 | TX | 1986-03 | $34,349 |
| 8 | Sam B Manning Family Foundation | 3401 Lee Pkwy Apt 601, Dallas, TX 75219-5220 | TX | 1997-07 | $34,749 |
| 9 | Sam And Helga Feldman Foundation | 3510 Turtle Creek Blvd Apt 14b, Dallas, TX 75219-5544 | TX | 2009-10 | $3,254 |
| 10 | Sam And Laura Yang Family Foundation | 6335 Pineview Rd, Dallas, TX 75248-3935 | TX | 2001-06 | $1 |
| 11 | Sam And Margaret Lee Foundation | PO BOX 1550, Roanoke, TX 76262-1550 | TX | 1992-10 | $1 |
| 12 | Sam And Marille Sparks East Town Osteopathic Foundation | 18601 Lbj Frwy Suite 425, Mesquite, TX 75150-5613 | TX | 1989-01 | $212,794 |
| 13 | Sam And Ruth Bussey Foundation | 5821 Ranchero Ln, Dallas, TX 75236-1729 | TX | 2006-08 | $65,126 |
| 14 | Sam And Sonia Wilson Family Foundation | 5305 Western Hills Dr, Austin, TX 78731-4821 | TX | 1996-11 | $178,310 |
| 15 | Sam Bass Of Round Rock Youth Base- Ball | PO BOX 2104, Round Rock, TX 78680-2104 | TX | 1995-12 | $251,286 |
| 16 | Sam Bass Theatre Association Inc, Sam Bass Community Theatre | Po Box 767, Round Rock, TX 78680 | TX | 1976-08 | $0 |
| 17 | Sam Bass Volunteer Fire Department Inc | 16248 S Great Oaks Dr, Round Rock, TX 78681-5513 | TX | 2001-01 | $1,058,376 |
| 18 | Sam Houston Cherokee Alumni Association | PO BOX 200963, San Antonio, TX 78220-0963 | TX | 2005-03 | $26,817 |
| 19 | Sam Houston Electric Cooperative Inc | PO BOX 1121, Livingston, TX 77351-1121 | TX | 1940-03 | $163,970,839 |
| 20 | Sam Houston Forest Equestrian Association | 21319 Fones Road, Tomball, TX 77377 | TX | 2011-10 | $0 |



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