Living Waters Tr, Schultz Peter B Ttee in Vienna, Virginia (VA)
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 Virginia
| Living Waters Tr, Schultz Peter B Ttee | |
| Employer Identification Number (EIN) | 046746134 |
| Name of Organization | Living Waters Tr |
| Secondary Name | Schultz Peter B Ttee |
| In Care of Name | Keel Point |
| Address | C/O Keel Point8065 Leesburg Pike No, Vienna, VA 22182 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $486,614 |
| Amount of Income | $1,249,207 |
| Form 990 Revenue Amount | $359,068 |
Non-representatives - add comments:
Expenses for 2012
Assets for 2012
| 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 | $175,293 | $175,293 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $21 | |||
| Dividends and interest from securities | $366 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $174,906 | |||
| Total expenses and disbursements | $383,485 | $2,969 | $0 | $380,516 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $7,485 | $2,969 | $4,516 | |
| Contributions, gifts, grants paid | $376,000 | |||
| Excess of revenue over expenses and disbursements | $-208,192 | |||
| Net investment income | $172,324 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $121,254 | $904,560 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $119,527 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,727 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $121,254 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $174,906 |
| 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 | $1,723 |
| Total credits and payments | $4,975 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $4,975 |
| 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 |
| Tax due | $0 |
| Overpayment | $3,252 |
| Amount to be credited to 2013 estimated tax | $3,252 |
| 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 | $1,056,155 |
| Net value of noncharitable-use assets | $1,040,320 |
| Minimum investment return | $52,016 |
| Distributable Amount (for 2012) | |
| Distributable amount | $50,293 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $50,293 |
| 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 Virginia | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Little Sisters Of The Poor In Richmond | 1503 Michaels Rd, Henrico, VA 23229-4822 | VA | 1946-03 | $8,165,240 |
| 2 | Little Theatre Of Norfolk | 801 Claremont Ave, Norfolk, VA 23507-1405 | VA | 1987-11 | $114,949 |
| 3 | Little Theatre Of Virginia Beach Inc | PO BOX 1053, Virginia Bch, VA 23451-0053 | VA | 1969-09 | $124,790 |
| 4 | Lives And Legacies Films | 1413 Mclean Mews Ct, Mclean, VA 22101-3800 | VA | 1995-01 | $10,187 |
| 5 | Living Bread Ministries | 128 Chesterfield Rd, Lynchburg, VA 24502-2730 | VA | 2004-05 | $227,889 |
| 6 | Living Education Center For Ecology And The Arts | PO BOX 2612, Charlottesvle, VA 22902-2612 | VA | 1995-02 | $32,299 |
| 7 | Living Faith Broadcasting Inc | PO BOX 1867, Abingdon, VA 24212-1867 | VA | 2005-10 | $0 |
| 8 | Living Faith Ministries International | 10266 Battleview Pkwy, Manassas, VA 20109-2336 | VA | 1996-02 | $2,338,950 |
| 9 | Living Spring Faith Ministries-Usa | 1879 Cold Creek Court, Vienna, VA 22182 | VA | 2007-01 | $78,903 |
| 10 | Living Stones Foundation | PO BOX 1029, Culpeper, VA 22701-1029 | VA | 1982-10 | $3,293,274 |
| 11 | Living Waters Tr, Schultz Peter B Ttee | C/O Keel Point8065 Leesburg Pike No, Vienna, VA 22182 | VA | 1994-08 | $1,249,207 |
| 12 | Lj Sanford Tr Fbo American Museum Of Natural History Ny Ny | 2030 Wingfield Rd, Charlottesvle, VA 22901-8847 | VA | 1995-07 | $93,718 |
| 13 | Lj Sanford Tr Fbo Camp Pasquaney Bristol Nh | 2030 Wingfield Rd, Charlottesvle, VA 22901-8847 | VA | 1995-07 | $585,491 |
| 14 | Lj Sanford Tr Fbo St Matthew And St Timothy | 2030 Wingfield Rd, Charlottesvle, VA 22901-8847 | VA | 1995-07 | $71,418 |
| 15 | Llelanie Sutton Orcutt Foundation Tr Ua, Orcutt Llelanie Ttee | 19375 Cypress Ridge Ter Unit 1101, Lansdowne, VA 20176-5190 | VA | 1995-11 | $36,055 |
| 16 | Lmac Foundation Inc | 1345 Potomac School Rd, Mclean, VA 22101-2331 | VA | 2000-01 | $276,546 |
| 17 | Loaves And Fishes-Chilhowie Area Food Pantry | PO BOX 376, Chilhowie, VA 24319-0376 | VA | 2003-04 | $78,734 |
| 18 | Local Colors Of Western Virginia Inc | 541 Luck Ave Sw Ste 228, Roanoke, VA 24016-5055 | VA | 2002-06 | $62,898 |
| 19 | Local Government Attorneys Of Virginia | 11 S 12th Street, Richmond, VA 23219-4053 | VA | 1976-02 | $211,188 |
| 20 | Local Office On Aging Inc | PO BOX 14205, Roanoke, VA 24038-4205 | VA | 1973-10 | $2,714,069 |
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