David Owen Long Charitable Tr in Kansas City, Missouri (MO)

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David Owen Long Charitable Tr
Employer Identification Number (EIN)376380565
Name of OrganizationDavid Owen Long Charitable Tr
In Care of NameTiaa-Cref Trust Co
AddressPO BOX 419248, Kansas City, MO 64141-6248
SubsectionCharitable Organization
Ruling Date03/2002
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period10/2012
Assets$500,000 to $999,999
Income$10,000 to $24,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$544,941
Amount of Income$23,587
Form 990 Revenue Amount$19,035
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2012: $23,587 (it was $19,035 in 2011)
This organization: 

 $23,587
Other organizations performing similar types of work: 

 $97,434

Assets in 2012: $544,941 (it was $527,410 in 2011)
David Owen Long Charitable Tr: 

 $544,941
Other organizations performing similar types of work: 

 $303,611

Financial snapshot ($)

Revenue for 2011

Expenses 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$19,035$18,621$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$15,012
Gross rents$0
Gross profit from sales of goods$0
Other income$349
Other$3,674
Total expenses and disbursements$30,170$4,064$0$25,972
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$4,198$4,064$0
Contributions, gifts, grants paid$25,972
Excess of revenue over expenses and disbursements$-11,135
Net investment income$14,557
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$527,410$543,401
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$527,410
Total liabilities$0
Total liabilities and net assets/fund balances$527,410
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$3,674
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$291
Total credits and payments$592
2011 estimated tax payments and 2010 overpayment credited to 2011$247
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$345
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Overpayment$301
Amount to be credited to 2012 estimated tax$301
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$568,385
Net value of noncharitable-use assets$559,860
Minimum investment return$27,993
Distributable Amount (for 2011)
Distributable amount$27,702
Undistributed Income (for 2011)
Distributable amount for 2011$27,702
Undistributed income for 2011. This amount must be distributed in 2012$27,702
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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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Marine Toys For Tots Foundation18251 Quantico Gateway Drive, Triangle, VA 22172-1776VA2006-04$295,012,655
2Connecticut Health Foundation Inc100 Pearl Street, Hartford, CT 06103-4506CT2002-10$174,299,539
3Williamsburg Community Health Foundation Inc5308 Discovery Park Blvd, Williamsburg, VA 23188-2880VA1997-02$156,093,653
4Osteopathic Heritage Foundation1500 Lake Shore Dr Ste 230, Columbus, OH 43204-3800OH2004-03$141,668,418
5United Israel Appeal Of Canada IncToronto On M2r 3v3, Canadainternational2001-05$54,245,721
6United Methodist Retirement Homes Incorporated2600 Croasdaile Farm Pkwy No A-500, Durham, NC 27705-1331NC2011-08$46,081,175
7Charles A Cannon Charitable Trust No One1525 W Wt Harris Blvd D1114, Charlotte, NC 28288-0001NC1981-09$43,447,640
8The American Electric Power System Retiree Medical Benefit Trust For, Certain Union EmployeesPO BOX 535007, Pittsburgh, PA 15253-5007PA2004-09$27,602,685
9Uga Real Estate Foundation IncSuite 200, Athens, GA 30601GA1999-12$26,390,599
10L Lyle Ingraham Rvoc Tr 07301993PO BOX 50, Chillicothe, MO 64601-0050MO2006-06$891,640
11Ewing Marion Kauffman Foundation4801 Rockhill Rd, Kansas City, MO 64110-2046MO1966-08$3,625,912,485
12Hall Family FoundationPO BOX 419580, Kansas City, MO 64141-6580MO2002-01$85,660,691
13Ronald D Deffenbaugh Foundation, Charles E Wetzler TteePO BOX 482146, Kansas City, MO 64148-2146MO2009-02$11,907,571
14Jon Michael Wright Charitable FoundationPO BOX 3920, Chesterfield, MO 63006-3920MO2008-10$6,277,277
15Ravarino Fam Foundation, Ravarino Helen Marie Et Al Ttee5 W Geyer Ln, Saint Louis, MO 63131-3325MO2004-04$6,149,454
16Allen P & Josephine B Green FoundationPO BOX 523, Mexico, MO 65265-0523MO1943-04$4,698,524
17David R And Rachel R Eidelman Family Foundation8000 Maryland Ave Ste 380, Saint Louis, MO 63105-3906MO2006-03$4,550,645
18Jms Charitable Foundation 121901, Jacobs Marie D Ttee600 Mason Rdg Ctr Dr Ste 100, Saint Louis, MO 63141-8572MO2002-03$4,203,500
19Centene Charitable Foundation7700 Forsyth, St Louis, MO 63105-1807MO2004-09$3,511,606
20Lutheran Family And Childrens Services Foundation Inc8631 Delmar Blvd, Saint Louis, MO 63124-1990MO1998-02$3,209,188
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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