Abagail Robertson Trust in Dallas, Texas (TX)

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Abagail Robertson Trust
Employer Identification Number (EIN)716049864
Name of OrganizationAbagail Robertson Trust
In Care of NameUnion National Bank Of Little Roc
AddressPO BOX 831041, Dallas, TX 75283-1041
ActivitiesScholarships (other)
SubsectionCharitable Organization
Ruling Date01/1976
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$100,000 to $499,999
Income$10,000 to $24,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$283,337
Amount of Income$12,240
Form 990 Revenue Amount$9,548


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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$9,548$9,529$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$8,454
Gross rents$0
Gross profit from sales of goods$0
Other income$19
Other$1,075
Total expenses and disbursements$16,035$1,914$0$13,942
Compensation of officers, directors, trustees, etc.$3,449
Total operating and administrative expenses$4,325$1,914$2,232
Contributions, gifts, grants paid$11,710
Excess of revenue over expenses and disbursements$-6,487
Net investment income$7,615
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$289,068$316,104
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$273,742
Other$15,326
Total liabilities$0
Total liabilities and net assets/fund balances$289,068
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$1,075
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$152
Total credits and payments$76
2011 estimated tax payments and 2010 overpayment credited to 2011$76
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$76
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$329,694
Net value of noncharitable-use assets$324,740
Minimum investment return$16,237
Distributable Amount (for 2011)
Distributable amount$16,085
Undistributed Income (for 2011)
Distributable amount for 2011$16,085
Undistributed income for 2011. This amount must be distributed in 2012$13,853
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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8Aama Community Development CorporationPO BOX 571963, Houston, TX 77257-1963TX1990-08$244,229
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10Aapl Educational Foundation Inc4100 Fossil Crk Blvd, Fort Worth, TX 76137-2723TX1973-01$1,117,485
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12Aaron Forman TrustPO BOX 179, Galveston, TX 77553-0179TX1981-03$60,254
13Aaron Glenn Foundation Inc12950 S Kirkwood Rd Ste 160, Stafford, TX 77477-3863TX2003-02$20,500
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15Aasp The Palynological Society14419 Lotusbriar Ln, Houston, TX 77077-3579TX1972-03$43,215
16Abagail Robertson TrustPO BOX 831041, Dallas, TX 75283-1041TX1976-01$12,240
17Abandoned Animal Rescue419 E Hufsmith Rd, Tomball, TX 77375-4342TX2003-09$328,979
18Abandoned Little Angels-Nhom Tinh Thuong3407 Ashfield Dr, Houston, TX 77082-5303TX2004-02$250,150
19Abatete Usa Inc8926 N Deer Meadow Dr, Houston, TX 77071TX2002-11$19,275
20Texas Abba FoundationPO BOX 11044, Midland, TX 79702-8044TX1997-10$49,131
21Abba Fund IncPO BOX 868049, Plano, TX 75086-8049TX2004-04$798,332
22Abba Technologies Foundation Inc9390 Rsrch Blvd Ste Ii-420, Austin, TX 78759-7398TX2002-08$28,679
23Abba Womens Center IncPO BOX 256, Gainesville, TX 76241-0256TX1995-02$284,644
24Abbas-E-Alamdar Inc4951 Terminal St Ste G, Bellaire, TX 77401-6009TX1993-10$25,267
25Abbe A And Paul V Ledbetter Medical Education FoundationOne Baylor Plaza Bcmd Ste 525d, Houston, TX 77030TX1980-02$7,924
26Abbott And Leslie Sprague Family Foundation3688 Willowick Rd, Houston, TX 77019-1114TX1999-08$213,221
27Abbott Foundation3011 Welton Cliff Dr, Cedar Park, TX 78613-4344TX2000-05$77,318
28Abc Prayer Crusade Usa IncRr1 Box 136 H, Bastrop, TX 78602TX1992-08$4,500
29Abc Pre-School Inc13931 Sh 31 W, Tyler, TX 75709TX1992-02$854,913
30Abc Scholarship Fund Of Greater Houston Inc3910 Kirby, Houston, TX 77098-4120TX2006-03$85,640

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