Lee Berwick Foundation in Lake Charles, Louisiana (LA)

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Lee Berwick Foundation
Employer Identification Number (EIN)721228326
Name of OrganizationLee Berwick Foundation
In Care of NameEdwin K Hunter & Kathryn Berwick
AddressPO BOX 372, Lake Charles, LA 70602-0372
ActivitiesScholarships (other)
SubsectionCharitable Organization
Ruling Date10/1999
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$500,000 to $999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$905,619
Amount of Income$319,860
Form 990 Revenue Amount$66,186
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2012: $319,860 (it was $66,186 in 2011)
This organization: 

 $319,860
Other organizations performing similar types of work: 

 $97,434

Assets in 2012: $905,619 (it was $880,050 in 2011)
Lee Berwick Foundation: 

 $905,619
Other organizations performing similar types of work: 

 $303,611

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$66,186$66,186$32,427
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$32,427
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$33,759
Total expenses and disbursements$25,501$6,027$11,162$19,474
Compensation of officers, directors, trustees, etc.$9,071
Total operating and administrative expenses$11,501$6,027$5,474
Contributions, gifts, grants paid$14,000
Excess of revenue over expenses and disbursements$40,685
Net investment income$60,159
Adjusted net income$21,265
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$880,050$892,991
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$232,930
Investments-corporate bonds$230,131
Investments-mortgage loans$304,446
Investments-other$59,508
Other$53,035
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$880,050
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$33,759
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$602
Total credits and payments$768
2011 estimated tax payments and 2010 overpayment credited to 2011$0
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$768
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$15
Overpayment$151
Amount to be credited to 2012 estimated tax$151
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$898,538
Net value of noncharitable-use assets$885,060
Minimum investment return$44,253
Distributable Amount (for 2011)
Distributable amount$43,651
Undistributed Income (for 2011)
Distributable amount for 2011$43,651
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
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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7Charles A Cannon Charitable Trust No One1525 W Wt Harris Blvd D1114, Charlotte, NC 28288-0001NC1981-09$43,447,640
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22John J Garbarino & Adrienne Houssiere Garbarino Memorial Tr 1PO BOX 61540, New Orleans, LA 70161-1540LA2001-03$620,477
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30Miles & Anna Kiehner Mem Tua305 S Vienna St, Ruston, LA 71270-4444LA2005-07$394,877
Number of organizations performing similar types of work
Alaska25
Alabama192
Arkansas70
Arizona288
California2,416
Colorado378
Connecticut382
District of Columbia106
Delaware539
Florida1,396
Georgia456
Hawaii80
Iowa165
Idaho53
Illinois1,024
Indiana284
Kansas148
Kentucky156
Louisiana146
Massachusetts669
Maryland401
Maine82
Michigan596
Minnesota362
Missouri307
Mississippi62
Montana62
North Carolina519
North Dakota20
Nebraska159
New Hampshire72
New Jersey843
New Mexico87
Nevada190
New York2,482
Ohio691
Oklahoma217
Oregon198
Pennsylvania1,160
Rhode Island172
South Carolina161
South Dakota27
Tennessee240
Texas1,146
Utah259
Virginia453
Vermont52
Washington359
Wisconsin355
West Virginia66
Wyoming57
International34
Total20,864

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