Barton Head Foundation Beverly P Head Iii in Birmingham, Alabama (AL)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Alabama
| Barton Head Foundation Beverly P Head Iii | |
| Employer Identification Number (EIN) | 630839098 |
| Name of Organization | Barton Head Foundation Beverly P Head Iii |
| Address | 20 Ridge Dr, Birmingham, AL 35213-3632 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1984 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 11/2012 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $712,102 |
| Amount of Income | $147,547 |
| Form 990 Revenue Amount | $84,035 |
Non-representatives - add comments:
Revenue for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $84,035 | $82,372 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,146 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $79,889 | |||
| Total expenses and disbursements | $5,583 | $3,344 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $5,583 | $3,344 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $78,452 | |||
| Net investment income | $79,028 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $712,102 | $669,778 |
| Cash - non-interest-bearing | $22,177 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $229,925 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $460,000 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $712,102 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $79,889 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $1,581 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $36 |
| Tax due | $1,617 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| 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 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| 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 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | Yes |
| 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 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $735,795 |
| Net value of noncharitable-use assets | $647,780 |
| Minimum investment return | $32,389 |
| Distributable Amount (for 2012) | |
| Distributable amount | $26,110 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $26,110 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $26,110 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| 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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| Other organizations in Alabama | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Barbara Faye Chenoweth Memorial Foundation Inc | 3829 Rock Creek Trl, Mountain Brk, AL 35223-1686 | AL | 1997-06 | $6,334 |
| 2 | Barbour County Farmers Federation | PO BOX 160, Clayton, AL 36016-0160 | AL | 1967-05 | $43,226 |
| 3 | Barbour County Local Education Fund | PO BOX 805, Clayton, AL 36016-0805 | AL | 1995-07 | $308 |
| 4 | Barbour County Private School Foundation Inc | PO BOX 67, Louisville, AL 36048-0067 | AL | 1967-08 | $592,277 |
| 5 | Barc Inc | PO BOX 530334, Birmingham, AL 35253-0334 | AL | 2000-08 | $21,166 |
| 6 | Bare Hands Gallery Inc | PO BOX 13961, Birmingham, AL 35202-3941 | AL | 2005-05 | $54,487 |
| 7 | Barlow Bend Community Action League | 1161 Barlow Bend Cir, Gainestown, AL 36540-3821 | AL | 2005-11 | $25,300 |
| 8 | Barnabas Ministries | 7059 Meriwether Trail, Grady, AL 36036-7006 | AL | 2003-05 | $45,839 |
| 9 | Barney Child Care And Learning Center | 3015 Highway 80 East, Selma, AL 36701 | AL | 1998-05 | $187,006 |
| 10 | Barnwell Community Volunteer Fire Department | PO BOX 84, Point Clear, AL 36564-0084 | AL | 1976-04 | $158,165 |
| 11 | Barton Head Foundation Beverly P Head Iii | 20 Ridge Dr, Birmingham, AL 35213-3632 | AL | 1984-04 | $147,547 |
| 12 | Basset Hound Rescue Of Alabama Inc A Not For Profit Corporation | 2474 Savoy Street, Birmingham, AL 35226 | AL | 2000-03 | $7,004 |
| 13 | Bates Field Aero Club Inc | PO BOX 8412, Mobile, AL 36689-0412 | AL | 1992-09 | $81,051 |
| 14 | Bates Field Athletic Associates Inc, West Mobile Youth Football Association | Po Box 850933, Mobile, AL 36685 | AL | 2001-05 | $97,634 |
| 15 | Battle Family Foundation 05271997, Battle William R Iii Ttee | 6552 Waterfront Dr, Tuscaloosa, AL 35406-3266 | AL | 1997-07 | $1,251,921 |
| 16 | Bay Area Food Bank | 5248 Mobile South St, Theodore, AL 36582-1604 | AL | 1982-03 | $33,376,047 |
| 17 | Bay Area Football Officials Association | 1340 Sledge Drive, Mobile, AL 36606 | AL | 2003-10 | $0 |
| 18 | Bay Area Inclusion Inc, Bai Community Action Allies | Po Box 6604, Mobile, AL 36660 | AL | 2002-07 | $15,204 |
| 19 | Bay Area Women Coalition Llc | 1700 Jessie St, Mobile, AL 36617 | AL | 2000-01 | $102,658 |
| 20 | Bay Minette Rotary Village Inc | PO BOX 160025, Mobile, AL 36616-1025 | AL | 1994-03 | $167,250 |
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