Barnabas Partners Foundation in La Quinta, California (CA)
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 California
Barnabas Partners Foundation | |
Employer Identification Number (EIN) | 954813295 |
Name of Organization | Barnabas Partners Foundation |
In Care of Name | Philip B Branson |
Address | 53600 Del Gato Dr, La Quinta, CA 92253-7338 |
Subsection | Charitable Organization |
Ruling Date | 04/2001 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2011 |
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 | $106,661 |
Amount of Income | $49,758 |
Form 990 Revenue Amount | $49,758 |
National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
Non-representatives - add comments:
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 | $49,758 | $49,758 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $148 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $33 | |||
Other | $49,577 | |||
Total expenses and disbursements | $54,980 | $2,081 | $0 | $52,899 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $8,115 | $2,081 | $6,034 | |
Contributions, gifts, grants paid | $46,865 | |||
Excess of revenue over expenses and disbursements | $-5,222 | |||
Net investment income | $47,677 | |||
Adjusted net income | $0 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $106,661 | $106,661 |
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 | $98,671 | |
Other | $7,990 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $106,661 |
Capital Gains and Losses for Tax on Investment Income (for 2011) | |
Capital gain net income | $49,577 |
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 | $477 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $477 |
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? | 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 | $135,850 |
Net value of noncharitable-use assets | $133,820 |
Minimum investment return | $6,691 |
Distributable Amount (for 2011) | |
Distributable amount | $6,214 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $6,214 |
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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Other organizations in California | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Barlow Woodrow Charitable Trust | PO BOX 10688, Bakersfield, CA 93389-0688 | CA | 1986-12 | $136,195 |
2 | Barn Bash Inc | 21230 Standing Rock Ave, Apple Valley, CA 92307 | CA | 2008-07 | $0 |
3 | Barn Celebration Church | 1539 E Howard St, Pasadena, CA 91104-2635 | CA | 2007-09 | $7,939 |
4 | Barn Road Foundation | 121 Steuart Street, San Francisco, CA 94105-1236 | CA | 1998-03 | $5,313,725 |
5 | Barn Theatre | PO BOX 108, Porterville, CA 93258-0108 | CA | 1981-12 | $52,690 |
6 | Barnabas | PO BOX 3128, Rocklin, CA 95677-8466 | CA | 1984-12 | $46,977 |
7 | Barnabas Group Inc | 2322 N Batavia St Ste 108, Orange, CA 92865-2000 | CA | 2010-05 | $776,879 |
8 | Barnabas House Ministries | PO BOX 986, Hanford, CA 93232-0986 | CA | 2006-01 | $79,447 |
9 | Barnabas Inc | 1614 Kent Ln, Newport Beach, CA 92660-4731 | CA | 1997-09 | $70,404 |
10 | Barnabas Mission Crusade | 1204 W Gardena Blvd Ste B, Gardena, CA 90247-5923 | CA | 2000-01 | $92,063 |
11 | Barnabas Partners Foundation | 53600 Del Gato Dr, La Quinta, CA 92253-7338 | CA | 2001-04 | $49,758 |
12 | Barnard Family Foundation | 1874 Marci Way, Fallbrook, CA 92028-9848 | CA | 2004-03 | $958,452 |
13 | Barnes Family Foundation | 5037 Stern Ave, Sherman Oaks, CA 91423-1241 | CA | 2001-01 | $705,677 |
14 | Barnet Segal Charitable Trust | PO BOX S1, Carmel, CA 93921-1319 | CA | 1986-06 | $3,320,898 |
15 | Barnett Foundation, K Barnett | 14215 Rudd Rd, Nevada City, CA 95959-9747 | CA | 2007-03 | $4,000 |
16 | Barneveld Building Corporation, Van Bourg Weinberg Et Al | 560 Barneveld Ave, San Francisco, CA 94124-1804 | CA | 2000-08 | $73,928 |
17 | Barney's Place Inc | 135 East 11th Street, San Bernardino, CA 92410 | CA | 2007-09 | $28,000 |
18 | Barnick Foundation Inc | 4321 Marina Dr, Santa Barbara, CA 93110-2433 | CA | 2001-12 | $74,550 |
19 | Barnsdall Art Center Student Advisory Committee | 4800 Hollywood Blvd, Los Angeles, CA 90027-5302 | CA | 1994-07 | $186,409 |
20 | Barnsdall Art Park Foundation | 4800 Hollywood Blvd, Los Angeles, CA 90027-5302 | CA | 2003-08 | $348,091 |
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