Voss Charitable Trust, Voss Susan Lee & Mary J Co-Ttees in Cedar Creek, 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
| Voss Charitable Trust, Voss Susan Lee & Mary J Co-Ttees | |
| Employer Identification Number (EIN) | 746409415 |
| Name of Organization | Voss Charitable Trust |
| Secondary Name | Voss Susan Lee & Mary J Co-Ttees |
| Address | 5412 Fm 535, Cedar Creek, TX 78612-3147 |
| Activities | Supplying money, goods or services to the poor |
| Subsection | Charitable Organization |
| Ruling Date | 03/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2011 |
| Assets | $1 to $9,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $8,550 |
| Amount of Income | $11,791 |
| Form 990 Revenue Amount | $7,457 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $7,457 | $1,179 | $1,179 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,179 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $6,278 | |||
| Total expenses and disbursements | $17,827 | $0 | $0 | $16,815 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,012 | $0 | $0 | |
| Contributions, gifts, grants paid | $16,815 | |||
| Excess of revenue over expenses and disbursements | $-10,370 | |||
| Net investment income | $1,179 | |||
| Adjusted net income | $1,179 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $8,550 | $34,942 |
| Cash - non-interest-bearing | $5,707 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,843 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $8,550 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $6,278 |
| 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 | $24 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $24 |
| Amount to be credited to 2012 estimated tax | $0 |
| 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 | $34,942 |
| Net value of noncharitable-use assets | $34,420 |
| Minimum investment return | $1,721 |
| Distributable Amount (for 2011) | |
| Distributable amount | $1,697 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $1,697 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Volunteer Center Of Lubbock Inc | 1706 23rd St Ste 101, Lubbock, TX 79411-1235 | TX | 1991-02 | $1,547,775 |
| 2 | Volunteer Council For The Austin State School | 2203 W 35th Street Bldg 502, Austin, TX 78703-1203 | TX | 1964-03 | $110,219 |
| 3 | Volunteer Fire & Ambulance Service Of Blooming Grove | Box 364, Blooming Grove, TX 76626 | TX | 1982-05 | $12,450 |
| 4 | Volunteer Legal Services Of Central Texas | 816 Congress Ave Ste 701, Austin, TX 78701-2665 | TX | 1986-08 | $690,879 |
| 5 | Volunteer Services Council For Lubbock State School Inc | PO BOX 5396, Lubbock, TX 79408-5396 | TX | 1974-04 | $125,536 |
| 6 | Volunteer Services Council For The Brenham State School | 4001 Highway 36 S, Brenham, TX 77833-9610 | TX | 1975-10 | $200,842 |
| 7 | Volunteer Services Council For The North Texas Sate Hospital | PO BOX 300, Wichita Falls, TX 76307-0300 | TX | 1968-09 | $26,079 |
| 8 | Volunteers At The Creek | 4110 Guadalupe Bldg 635, Austin, TX 78751-4223 | TX | 2004-06 | $455,798 |
| 9 | Volunteers For Animal Protection Inc | PO BOX 5266, Kingwood, TX 77325-5266 | TX | 1986-03 | $988,326 |
| 10 | Von Ehr Foundation | 3510 Tree Trunk Trl, Richardson, TX 75082-2510 | TX | 2000-11 | $1,529,868 |
| 11 | Voss Charitable Trust, Voss Susan Lee & Mary J Co-Ttees | 5412 Fm 535, Cedar Creek, TX 78612-3147 | TX | 1994-03 | $11,791 |
| 12 | Vought Aircraft Heritage Foundation | PO BOX 532794, Grand Prairie, TX 75053-2794 | TX | 2002-12 | $178,497 |
| 13 | Voz De Ninos | 902 E Calton Rd Ste 108, Laredo, TX 78041-6359 | TX | 2008-09 | $145,694 |
| 14 | W I N Ministries | PO BOX 1624, San Benito, TX 78586-0016 | TX | 2005-06 | $154,794 |
| 15 | W Leo Daniels Towers Inc | 8876 Harrell St, Houston, TX 77093 | TX | 1978-07 | $1,107,113 |
| 16 | W Mayad Education Foundation | 3514 Chapman St, Houston, TX 77009-5814 | TX | 2010-02 | $30,789 |
| 17 | W Morgan & Lou Claire Rose Tr, Powell John Ttee | 391 Landa St, New Braunfels, TX 78130-5407 | TX | 1999-08 | $44,155 |
| 18 | W T And Louise J Moran Foundation | 3843 N Braeswood Blvd Ste 200, Houston, TX 77025-3046 | TX | 1997-08 | $15,178,858 |
| 19 | W T Yett Charitable Foundation | PO BOX 2950, San Antonio, TX 78299-2950 | TX | $113,440 | |
| 20 | W U A D | 201 W University Travis Hall, Odessa, TX 79764-7105 | TX | 2006-07 | $27,485 |
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