Lucille R Caves Char Tua No 2 Fbo All Childrens Hospital Foundation in Mobile, 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
| Lucille R Caves Char Tua No 2 Fbo All Childrens Hospital Foundation | |
| Employer Identification Number (EIN) | 500028606 |
| Name of Organization | Lucille R Caves Char Tua No 2 Fbo All Childrens Hospital Foundation |
| In Care of Name | Regions Bank Trust Dept |
| Address | PO BOX 2886, Mobile, AL 36652-2886 |
| Subsection | Charitable Organization |
| Ruling Date | 07/2004 |
| Deductibility | Contributions are not deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2011 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $89,507 |
| Amount of Income | $51,881 |
| Form 990 Revenue Amount | $5,981 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $5,981 | $5,991 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,861 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $3,120 | |||
| Total expenses and disbursements | $6,060 | $1,614 | $0 | $4,413 |
| Compensation of officers, directors, trustees, etc. | $2,000 | |||
| Total operating and administrative expenses | $2,847 | $1,614 | $1,200 | |
| Contributions, gifts, grants paid | $3,213 | |||
| Excess of revenue over expenses and disbursements | $-79 | |||
| Net investment income | $4,377 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $89,428 | $95,672 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $33,702 | |
| Investments-corporate bonds | $54,073 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,653 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $89,428 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $3,120 |
| 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 | $44 |
| Total credits and payments | $32 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $32 |
| 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 | $12 |
| 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? | 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 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | 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 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $96,062 |
| Net value of noncharitable-use assets | $94,620 |
| Minimum investment return | $4,731 |
| Distributable Amount (for 2012) | |
| Distributable amount | $4,687 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $4,687 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $2,651 |
| 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 | Laymen For Christ | 6300 County Rd 15, Florence, AL 35633 | AL | 2009-07 | $87,886 |
| 2 | Leadership Washington Inc | PO BOX 153, Chatom, AL 36518-0153 | AL | 2009-06 | $14,177 |
| 3 | Lee Phillips Foundation | 10 Indigo Pl, Enterprise, AL 36330-8110 | AL | 2010-09 | $800 |
| 4 | Legends Of Lanier Inc | 1848 Llanfair Road, Montgomery, AL 36106 | AL | 2010-06 | $0 |
| 5 | Leroy Volunteer Fire Department Inc | P O Box 95, Leroy, AL 36548 | AL | 1989-02 | $0 |
| 6 | Lilian S Woolford Charitable Tr | PO BOX 1628, Mobile, AL 36633-1628 | AL | 2011-05 | $173,302 |
| 7 | Lindsay Lane Christian Academy | 1300 Lindsay Ln S, Athens, AL 35613-2708 | AL | 2011-05 | $2,115,562 |
| 8 | Links Inc, Greater Huntsville Chapter Links | PO BOX 18804, Huntsville, AL 35804 | AL | 1961-12 | $0 |
| 9 | Livelovely Foundation Inc | 2105 Overbrook Cir, Jasper, AL 35504-9525 | AL | 2009-09 | $79,491 |
| 10 | Lowndes County Farm Bureau | PO BOX 188, Hayneville, AL 36040-0188 | AL | 1969-09 | $28,251 |
| 11 | Lucille R Caves Char Tua No 2 Fbo All Childrens Hospital Foundation | PO BOX 2886, Mobile, AL 36652-2886 | AL | 2004-07 | $51,881 |
| 12 | Madison Arf | PO BOX 2486, Madison, AL 35758-5422 | AL | 2010-01 | $160,959 |
| 13 | Maggie Street Community Development Corporation | 642 Maggie St, Montgomery, AL 36106-1016 | AL | 2007-07 | $300 |
| 14 | Marbury Water System | PO BOX 180, Marbury, AL 36051-0180 | AL | 1969-02 | $1,611,321 |
| 15 | Marengo County Economic And Industrial Development Foundation | 2400 E Coats Ave, Linden, AL 36748 | AL | 2010-06 | $4,875 |
| 16 | Marion Military Institute Foundation Inc | 1101 Washington Street, Marion, AL 36756-3208 | AL | 2008-08 | $1,081,522 |
| 17 | Mark Anthony Chatom Memorial Scholarship Foundation | 1172 Newbury Ln W, Mobile, AL 36695-4460 | AL | 2010-07 | $748 |
| 18 | Marshall Christian Academy Inc | 1631 Brashers Chapel Rd, Albertville, AL 35951-3511 | AL | 2011-05 | $757,026 |
| 19 | Marshall County Guardianship Program Inc | Po Box 1875, Albertville, AL 35950 | AL | 2010-03 | $2,044 |
| 20 | Masters Plan Ministries Inc | 1707 2nd Ave, Jasper, AL 35501-5305 | AL | 1992-10 | $102,005 |
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