Inez K Owen Revocable Trust in Kansas City, Missouri (MO)

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Inez K Owen Revocable Trust
Employer Identification Number (EIN)486293124
Name of OrganizationInez K Owen Revocable Trust
In Care of NameUmb Bank
AddressPO BOX 419692, Kansas City, MO 64141-6692
SubsectionCharitable Organization
Ruling Date06/1999
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period09/2012
Assets$1,000,000 to $4,999,999
Income$500,000 to $999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$1,063,508
Amount of Income$522,390
Form 990 Revenue Amount$84,919
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Public Foundations


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Amount of income in 2012: $522,390 (it was $726,694 in 2011)
Inez K Owen Revocable Trust: 

 $522,390
Other organizations performing similar types of work: 

 $72,526

Assets in 2012: $1,063,508 (it was $1,041,871 in 2011)
This organization: 

 $1,063,508
Other organizations performing similar types of work: 

 $52,681

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$84,919$84,841$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$19,959
Gross rents$0
Gross profit from sales of goods$0
Other income$67
Other$64,893
Total expenses and disbursements$62,832$7,438$0$55,394
Compensation of officers, directors, trustees, etc.$13,524
Total operating and administrative expenses$14,200$7,438$6,762
Contributions, gifts, grants paid$48,632
Excess of revenue over expenses and disbursements$22,087
Net investment income$77,403
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$1,041,871$1,101,515
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$1,041,871
Total liabilities$0
Total liabilities and net assets/fund balances$1,041,871
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$64,893
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$774
Total credits and payments$128
2011 estimated tax payments and 2010 overpayment credited to 2011$128
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$646
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?Yes
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$1,258,008
Net value of noncharitable-use assets$1,239,140
Minimum investment return$61,957
Distributable Amount (for 2011)
Distributable amount$61,183
Undistributed Income (for 2011)
Distributable amount for 2011$61,183
Undistributed income for 2011. This amount must be distributed in 2012$54,421
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
1Goldman Sachs Charitable Gift Fund200 West St 29th Fl, New York, NY 10282-2102NY2008-01$1,084,482,017
2Goldman Sachs Philanthropy Fund30 Hudson St 15th Fl, Jersey City, NJ 07302-4600NJ2001-08$584,772,079
3San Francisco Foundation1 Embarcadero Ctr Ste 1400, San Francisco, CA 94111-3703CA2002-09$373,588,832
4Pew Charitable Trusts, Plan 08150 08151 081522005 Market St Ste 1700, Philadelphia, PA 19103-7017PA2003-04$302,988,834
5Golden L E A F Long-Term Economic Advancement Foundation Inc301 N Winstead Ave, Rocky Mount, NC 27804-2228NC2000-12$300,495,700
6University Of Cincinnati FoundationPO BOX 19970, Cincinnati, OH 45219-0970OH1977-02$125,585,484
7W W Caruth Jr FoundationPO BOX 831041, Dallas, TX 75283-1041TX1975-05$119,002,282
8South Dakota Community FoundationPO BOX 296, Pierre, SD 57501-0296SD1988-03$99,208,595
9Mbch Foundation11300 St Charles Rock Rd, Bridgeton, MO 63044-2721MO2000-07$1,846,898
10Wonders Of Wildlife Foundation500 W Sunshine St, Springfield, MO 65807-2436MO2000-06$51,835
11Interserv Foundation200 Cherokee St, Saint Joseph, MO 64504-1519MO2006-06$4,391,072
12Coxhealth Foundation3525 S National Ave, Springfield, MO 65807-7310MO1998-11$3,844,375
13Community Asset Management Company707 N 2nd St Ste 450, Saint Louis, MO 63102-2536MO1999-07$1,884,641
14Basket Of HopePO BOX 510860, Saint Louis, MO 63151-0860MO1997-11$1,725,149
15The Pujols Family Foundation Inc7733 Forsyth Blvd 12th Floor, St Louis, MO 63105-1817MO2005-11$1,410,750
16Harvest Ball SocietyPO BOX 34423, Kansas City, MO 64116-0823MO2003-05$1,115,635
17Alberici Foundation319 N 4th St Ste 300, Saint Louis, MO 63102-1930MO2007-08$1,011,026
18Halo Foundation1600 Genessee St Ste 528, Kansas City, MO 64102-1085MO2005-06$560,407
19Inez K Owen Revocable TrustPO BOX 419692, Kansas City, MO 64141-6692MO1999-06$522,390
20Opal Greene Trust Fbo, Rbt Greene Scholarship TrustPO BOX 419692, Kansas City, MO 64141-6692MO1999-04$469,962
Number of organizations performing similar types of work
Alaska22
Alabama159
Arkansas82
Arizona241
California1,395
Colorado262
Connecticut189
District of Columbia90
Delaware52
Florida820
Georgia355
Hawaii51
Iowa119
Idaho47
Illinois515
Indiana203
Kansas108
Kentucky127
Louisiana132
Massachusetts388
Maryland280
Maine49
Michigan374
Minnesota228
Missouri257
Mississippi44
Montana52
North Carolina319
North Dakota33
Nebraska87
New Hampshire73
New Jersey503
New Mexico55
Nevada70
New York1,060
Ohio483
Oklahoma136
Oregon165
Pennsylvania439
Rhode Island53
South Carolina141
South Dakota35
Tennessee195
Texas824
Utah106
Virginia341
Vermont33
Washington263
Wisconsin183
West Virginia55
Wyoming36
International23
Total12,352

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