Jack Warner Foundation Inc, 13-5500-0105 in Tuscaloosa, 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
- Organizations performing similar types of work
| Jack Warner Foundation Inc, 13-5500-0105 | |
| Employer Identification Number (EIN) | 912004069 |
| Name of Organization | Jack Warner Foundation Inc |
| Secondary Name | 13-5500-0105 |
| In Care of Name | Regions Bank Agent |
| Address | 204 Marina Drive Ste 100, Tuscaloosa, AL 35406-3237 |
| Subsection | Literary Organization |
| Ruling Date | 12/1999 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $26,799 |
| Amount of Income | $18,855 |
| Form 990 Revenue Amount | $-261,685 |
| National Taxonomy of Exempt Entities (NTEE) | Arts, Culture and Humanities: History Museums |
Non-representatives - add comments:
Amount of income in 2011: $18,855 (it was $127,675 in 2010)
| Jack Warner Foundation Inc, 13-5500-0105: | $18,855 |
| Other organizations performing similar types of work: | $42,230 |
Assets in 2011: $26,799 (it was $784,943 in 2010)
| This organization: | $26,799 |
| Other organizations performing similar types of work: | $110,927 |
Expenses in 2011: $494,612
| This organization: | $494,612 |
| Other organizations performing similar types of work: | $32,454 |
Income to expenses ratio in 2011: 0.0
| This organization: | 0.0 |
| Other organizations performing similar types of work: | 1.6 |
Grants share in income in 2011: -0.0%
| Jack Warner Foundation Inc, 13-5500-0105: | -0.0% |
| Other organizations performing similar types of work: | 27.1% |
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $-261,685 | $281 | $18,771 | |
| Contributions, gifts, grants, etc., received | $84 | |||
| Interest on savings and temporary cash investments | $281 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $18,490 | |||
| Total expenses and disbursements | $494,612 | $0 | $18,771 | $456,831 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $95,551 | $0 | $57,770 | |
| Contributions, gifts, grants paid | $399,061 | |||
| Excess of revenue over expenses and disbursements | $-756,297 | |||
| Net investment income | $281 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $26,799 | $26,799 |
| Cash - non-interest-bearing | $21,600 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $5,199 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $26,797 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-280,540 |
| 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 | $3 |
| Total credits and payments | $291 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $291 |
| 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 | $288 |
| Amount to be credited to 2012 estimated tax | $288 |
| 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? | Yes |
| 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 | $222,802 |
| Net value of noncharitable-use assets | $219,460 |
| Minimum investment return | $10,973 |
| Distributable Amount (for 2011) | |
| Distributable amount | $0 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $0 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $1 | $0 | $0 | $0 | $1 |
| Qualifying distributions made directly for active conduct of exempt activities | $456,831 | $278,875 | $388,685 | $372,956 | $1,497,347 |
| Value of all assets | $26,799 | $784,943 | $8,765,255 | $9,129,873 | $18,706,870 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $26,799 | $784,943 | $8,765,255 | $9,129,873 | $18,706,870 |
| 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 | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Sloss Furnaces Foundation Inc | 20 32nd St N, Birmingham, AL 35222-1236 | AL | 2003-03 | $375,106 |
| 2 | Southeastern Anthropological Institute | 2211 Seminole Dr Sw Ste 302, Huntsville, AL 35805-7802 | AL | 2007-10 | $373,711 |
| 3 | Alabama Center For American History Inc | 928 Hargis Dr, Chelsea, AL 35043-8532 | AL | 2010-06 | $312,533 |
| 4 | Westervelt Foundation | PO BOX 48999, Tuscaloosa, AL 35404-8999 | AL | 2010-12 | $165,767 |
| 5 | White House Association | PO BOX 1861, Montgomery, AL 36102-1861 | AL | 2012-09 | $97,443 |
| 6 | Alabama Labor Archives And History | 435 South Mcdonough Street, Montgomery, AL 36104 | AL | 2003-05 | $95,754 |
| 7 | Trail Of Legends Association Inc | Po Box 626, Wetumpka, AL 36092 | AL | 1994-12 | $49,065 |
| 8 | Zion Hill Historical Foundation | PO BOX 830074, Tuskegee, AL 36083-0074 | AL | 2006-06 | $25,000 |
| 9 | Toney School Community Museum Inc | 785 Toney School Rd, Toney, AL 35773-9570 | AL | 1996-07 | $23,566 |
| 10 | Wilcox County Presbyterian Board Of National Missions Heritage Museum | P O Box 224, Catherine, AL 36728-0224 | AL | 2012-04 | $8,945 |
| 11 | Friends Of The Fairhope Museum Of History Inc | PO BOX 75, Fairhope, AL 36533-0075 | AL | 2010-07 | $7,074 |
| 12 | Albertville Museum Foundation Inc | Pobox 774, Albertville, AL 35950 | AL | 2015-04 | $0 |
| 13 | Ancient Africa Enslavement And Civil War Museum | 1410 Water Avenue, Montgomery, AL 36703-3873 | AL | 2012-06 | $0 |
| 14 | Baldwin County Express Inc | 19432 Rada Rd, Summerdale, AL 36580 | AL | 2008-05 | $0 |
| 15 | Clay County Historical Society Incorporated | Po Box 998, Ashland, AL 36251 | AL | 2004-07 | $0 |
| 16 | Courtland Heritage Museum Inc | P O Box 245, Courtland, AL 35618 | AL | 2009-03 | $0 |
| 17 | Emma Sansom High School Museum Inc | 202 Hughes Ave, Attalla, AL 35954-2407 | AL | 2014-03 | $0 |
| 18 | Fortson Museum & Archives | 13475 U S Highway 411, Odenville, AL 35120 | AL | 2009-05 | $0 |
| 19 | Friends Of Alabama Military Hall Of Honor | 1101 Washington Street, Marion, AL 36756 | AL | 2001-07 | $0 |
| 20 | Gulf Coast International Museum Inc | PO BOX 204, Mobile, AL 36601-0204 | AL | 1999-02 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 2,375 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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