Donald & Carol Roberts Foundation In Memory Of Virginia K Weston Inc in Billings, Montana (MT)

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Donald & Carol Roberts Foundation In Memory Of Virginia K Weston Inc
Employer Identification Number (EIN)810497226
Name of OrganizationDonald & Carol Roberts Foundation In Memory Of Virginia K Weston Inc
Address5414 Walter Hagen Dr, Billings, MT 59106-1007
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date10/1995
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2011
Assets$1,000,000 to $4,999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$1,373,434
Amount of Income$228,663
Form 990 Revenue Amount$62,072
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations

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Amount of income in 2011: $228,663 (it was $119,700 in 2010)
Donald & Carol Roberts Foundation In Memory Of Virginia K Weston Inc: 

Other organizations performing similar types of work: 


Assets in 2011: $1,373,434 (it was $1,389,485 in 2010)
Donald & Carol Roberts Foundation In Memory Of Virginia K Weston Inc: 

Other organizations performing similar types of work: 


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$62,072$62,057$52,654
Contributions, gifts, grants, etc., received$15
Interest on savings and temporary cash investments$6
Dividends and interest from securities$51,987
Gross rents$0
Gross profit from sales of goods$0
Other income$545
Total expenses and disbursements$78,088$1,238$1,238$78,088
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$1,238$1,238$1,238
Contributions, gifts, grants paid$76,850
Excess of revenue over expenses and disbursements$-16,016
Net investment income$60,819
Adjusted net income$51,416
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$1,373,434$1,324,324
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$44,992
Investments-corporate stock$976,414
Investments-corporate bonds$249,466
Investments-mortgage loans$0
Total liabilities$1
Mortgages and other notes payable$0
Total liabilities and net assets/fund balances$1,373,434
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$9,519
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$608
Total credits and payments$1,258
2011 estimated tax payments and 2010 overpayment credited to 2011$597
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$661
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Amount to be credited to 2012 estimated tax$650
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$1,421,568
Net value of noncharitable-use assets$1,400,240
Minimum investment return$70,012
Distributable Amount (for 2011)
Distributable amount$69,404
Undistributed Income (for 2011)
Distributable amount for 2011$69,404
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
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
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2Albert And Margaret Alkek Foundation1100 Louisiana St Ste 5250, Houston, TX 77002-5100TX1996-12$34,601,946
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5Foglia Family Foundation190 S Lasalle St Ste 1700, Chicago, IL 60603-3496IL1995-04$13,943,934
6Kenneth Rainin Foundation155 Grand Ave Ste 1000, Oakland, CA 94612-3779CA1998-05$13,134,451
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15Northridge Hospital Foundation18300 Roscoe Blvd, Northridge, CA 91325-4105CA1996-11$6,593,673
16Ring Foundation12301 Wilshire Blvd Ste 203, Los Angeles, CA 90025-1024CA1995-09$5,556,601
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18Chia Family Foundation Inc7801 Blue Heron Way, West Palm Bch, FL 33412-3149FL1996-12$4,861,049
19Donald & Carol Roberts Foundation In Memory Of Virginia K Weston Inc5414 Walter Hagen Dr, Billings, MT 59106-1007MT1995-10$228,663
20Davis Family Foundation8000 Bridger Shadows Rd, Bozeman, MT 59715-7639MT1998-05$15,292
Number of organizations performing similar types of work
District of Columbia5
North Carolina10
North Dakota1
New Hampshire6
New Jersey30
New Mexico3
New York181
Rhode Island10
South Carolina5
West Virginia3
Total742 is not associated with, endorsed by, or sponsored by Donald & Carol Roberts Foundation In Memory Of Virginia K Weston Inc and has no official or unofficial affiliation with Donald & Carol Roberts Foundation In Memory Of Virginia K Weston Inc