Mcduffie Family Foundation in Mountain Brk, 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
| Mcduffie Family Foundation | |
| Employer Identification Number (EIN) | 205055716 |
| Name of Organization | Mcduffie Family Foundation |
| In Care of Name | Brantley T Mcduffie |
| Address | 44 Greenway Rd, Mountain Brk, AL 35213-4216 |
| Subsection | Charitable Organization |
| Ruling Date | 07/2006 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1 |
| Amount of Income | $4 |
| Form 990 Revenue Amount | $-32,631 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2011: $4 (it was $789 in 2010)
| Mcduffie Family Foundation: | $4 |
| Other organizations performing similar types of work: | $105,489 |
Assets in 2011: $1 (it was $100,883 in 2010)
| Mcduffie Family Foundation: | $1 |
| Other organizations performing similar types of work: | $325,460 |
Expenses in 2011: $68,252
| This organization: | $68,252 |
| Other organizations performing similar types of work: | $49,058 |
Income to expenses ratio in 2011: 0.0
| This organization: | 0.0 |
| Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2011: -0.0%
| This organization: | -0.0% |
| Other organizations performing similar types of work: | 22.8% |
| 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 | $-32,631 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $4 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $68,252 | $0 | $0 | $68,252 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $0 | $0 | $0 | |
| Contributions, gifts, grants paid | $68,252 | |||
| Excess of revenue over expenses and disbursements | $-100,883 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1 | $0 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $0 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-32,635 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Amount to be credited to 2012 estimated tax | $0 |
| 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 | $53,782 |
| Net value of noncharitable-use assets | $53,780 |
| Minimum investment return | $2,689 |
| Distributable Amount (for 2011) | |
| Distributable amount | $2,689 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $2,689 |
| 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 | $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 | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Julien E Marx Foundation Trust | 41 W I-65 Service Rd N, Mobile, AL 36608-1204 | AL | 2014-04 | $13,499,407 |
| 2 | Scott Foundation Inc, Amory E Scott | 2641 Interstate Dr, Opelika, AL 36801-1527 | AL | 2007-01 | $13,328,912 |
| 3 | Max And Lorayne Cooper Foundation, Max Cooper Ttee | 121 Summit Pkwy, Homewood, AL 35209-4707 | AL | 2013-03 | $8,064,258 |
| 4 | Trinka Davis Foundation A Nonprofit Corporation | 2932 Berkeley Dr, Birmingham, AL 35242-4102 | AL | 2005-12 | $4,912,278 |
| 5 | Working Womans Home Association Inc | 7526 Lakeridge Dr, Montgomery, AL 36117-8511 | AL | 1923-04 | $3,153,334 |
| 6 | Annie Graham King Trust Uw Dec | PO BOX 2450, Montgomery, AL 36102-2450 | AL | 2014-08 | $2,392,012 |
| 7 | First Baptist Church Of Marianna Florida Tr Uw Clara C | PO BOX 6507, Dothan, AL 36302-6500 | AL | 2010-05 | $2,322,926 |
| 8 | Morgan Family Foundation | 10040 Mathis Mountain Rd Se, Huntsville, AL 35803-2812 | AL | 2013-07 | $2,101,802 |
| 9 | Chester Foundation Inc | 2000 Morris Ave Apt 1200, Birmingham, AL 35203-4163 | AL | 2010-04 | $1,872,259 |
| 10 | John And Carolyn Conn Educational Foundation Inc | 1211 Government St, Mobile, AL 36604-2407 | AL | 2014-07 | $1,638,646 |
| 11 | Sidney Krauss Charitable Trust | Wells Fargo Tower420 20th Street, Birmingham, AL 35203 | AL | 2013-02 | $1,612,352 |
| 12 | Vernon R And Alice O White Charitable Foundation 1255001776 | PO BOX 1628, Mobile, AL 36633-1628 | AL | 2013-08 | $1,395,228 |
| 13 | Shelk Fischer Family Foundation Inc | 24 Hampton Way, Dothan, AL 36305-6319 | AL | 2006-07 | $1,366,696 |
| 14 | The Chambers Charitable Foundation | 302 Merchants Walk Ste 250, Tuscaloosa, AL 35406-2292 | AL | 2002-03 | $1,319,548 |
| 15 | Harry And Ethelyn Boyd Scholarship Fund | PO BOX 2886, Mobile, AL 36652-2886 | AL | 2011-05 | $1,300,005 |
| 16 | Aum Capital Group Charitable Foundation | PO BOX 2159, Madison, AL 35758-5416 | AL | 2014-10 | $1,000,197 |
| 17 | Randolph Hunt Charitable Tr 8311001039 | PO BOX 2886, Mobile, AL 36652-2886 | AL | 2014-07 | $961,350 |
| 18 | Sara Baker Foundation Inc | PO BOX 465, Huntsville, AL 35804-0465 | AL | 2009-09 | $961,128 |
| 19 | Julia G Melson Charitable Testamentary Trust, Richard P Morthland Ttee | PO BOX 2450, Montgomery, AL 36102-2450 | AL | 2012-02 | $913,887 |
| 20 | Angelica G Muns Charitable Tr, 3211000304 | PO BOX 2886, Mobile, AL 36652-2886 | AL | 2012-01 | $809,396 |
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| Total | 22,395 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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