Rockwell Fund Inc in Houston, Texas (TX)

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Rockwell Fund Inc
Employer Identification Number (EIN)746040258
Name of OrganizationRockwell Fund Inc
Address770 S Post Oak Ln Ste 525, Houston, TX 77056-6660
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date04/1951
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2011
Assets$50,000,000 to greater
Income$10,000,000 to $49,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$95,422,574
Amount of Income$13,885,014
Form 990 Revenue Amount$-2,024,212


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Financial snapshot ($)

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$-2,024,212$2,994,393$0
Contributions, gifts, grants, etc., received$499,761
Interest on savings and temporary cash investments$431
Dividends and interest from securities$3,207,560
Gross rents$-122,782
Gross profit from sales of goods$0
Other income$-89,689
Total expenses and disbursements$5,379,676$748,617$0$4,089,439
Compensation of officers, directors, trustees, etc.$766,664
Total operating and administrative expenses$2,258,056$748,617$967,819
Contributions, gifts, grants paid$3,121,620
Excess of revenue over expenses and disbursements$-7,403,888
Net investment income$2,245,776
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$95,422,574$72,521,429
Cash - non-interest-bearing$13,321
Investments-U.S. and state government obligations$0
Investments-corporate stock$60,334,740
Investments-corporate bonds$9,997,100
Investments-mortgage loans$11,057,086
Investments-other$6,764,497
Other$7,255,830
Total liabilities$21
Mortgages and other notes payable$0
Other$21
Total liabilities and net assets/fund balances$95,422,553
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$0
Net capital loss$-5,519,493
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$44,916
Total credits and payments$57,885
2011 estimated tax payments and 2010 overpayment credited to 2011$57,885
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
Overpayment$12,969
Amount to be credited to 2012 estimated tax$12,969
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?Yes
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$84,042,808
Net value of noncharitable-use assets$82,782,160
Minimum investment return$4,139,108
Distributable Amount (for 2011)
Distributable amount$4,148,739
Undistributed Income (for 2011)
Distributable amount for 2011$4,148,739
Undistributed income for 2011. This amount must be distributed in 2012$3,975,965
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$0
Unrelated Trade or Business Income (for 2008)
IncomeExpensesNet
Total$-13,868$0$-13,868
Gross receipts or sales less returns and allowances$0$0$0
Cost of goods sold$0$0$0
Gross profit$0$0$0
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$-13,868$0$-13,868
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2008)
Total deductions$0
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$0
Unrelated business taxable income$-13,868
Unrelated business taxable income before net operating loss deduction$-13,868
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$-13,868
Specific deduction$1,000
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