Barnett Charitable Foundation Tr Ua Dtd 040196 Acct 96bm63006 in Jacksonville, Florida (FL)
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
| Barnett Charitable Foundation Tr Ua Dtd 040196 Acct 96bm63006 | |
| Employer Identification Number (EIN) | 597062485 |
| Name of Organization | Barnett Charitable Foundation Tr Ua Dtd 040196 Acct 96bm63006 |
| In Care of Name | Bank Of America Na |
| Address | PO BOX 40200, Jacksonville, FL 32203-0200 |
| Activities | Described in section 170(b)1)(a)(vi) of the Code, Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1996 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| 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 | $475,611 |
| Amount of Income | $56,746 |
| Form 990 Revenue Amount | $21,041 |
| National Taxonomy of Exempt Entities (NTEE) | Human Services - Multipurpose and Other: Salvation Army |
Non-representatives - add comments:
Amount of income in 2010: $56,746 (it was $21,041 in 2011)
| Barnett Charitable Foundation Tr Ua Dtd 040196 Acct 96bm63006: | $56,746 |
| Other organizations performing similar types of work: | $97,032 |
Assets in 2010: $475,611 (it was $465,683 in 2011)
| Barnett Charitable Foundation Tr Ua Dtd 040196 Acct 96bm63006: | $475,611 |
| Other organizations performing similar types of work: | $30,180 |
Expenses in 2011: $26,787
| Barnett Charitable Foundation Tr Ua Dtd 040196 Acct 96bm63006: | $26,787 |
| Other organizations performing similar types of work: | $111,911 |
Income to expenses ratio in 2011: 2.1
| This organization: | 2.1 |
| Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2011: 0.0%
| Barnett Charitable Foundation Tr Ua Dtd 040196 Acct 96bm63006: | 0.0% |
| Other organizations performing similar types of work: | 70.4% |
Revenue for 2011
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 | $21,041 | $21,041 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $14,342 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $6,699 | |||
| Total expenses and disbursements | $26,787 | $3,028 | $0 | $23,759 |
| Compensation of officers, directors, trustees, etc. | $3,364 | |||
| Total operating and administrative expenses | $3,364 | $3,028 | $336 | |
| Contributions, gifts, grants paid | $23,423 | |||
| Excess of revenue over expenses and disbursements | $-5,746 | |||
| Net investment income | $18,013 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $465,683 | $465,683 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $385,758 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $79,925 | |
| Total liabilities | $42,187 | |
| Mortgages and other notes payable | $0 | |
| Other | $42,187 | |
| Total liabilities and net assets/fund balances | $423,496 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $6,699 |
| 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 | $180 |
| Total credits and payments | $500 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $500 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Overpayment | $320 |
| Amount to be credited to 2012 estimated tax | $320 |
| 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 | $479,787 |
| Net value of noncharitable-use assets | $472,600 |
| Minimum investment return | $23,630 |
| Distributable Amount (for 2011) | |
| Distributable amount | $23,450 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $23,450 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $4,627 |
| 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 | Stem For Life Foundation | 420 Lexington Avenue Suite 450, New York, NY 10170 | NY | 2008-06 | $1,749,312 |
| 2 | Service For Peace Inc | 360 Fairfield Ave Ste 200, Bridgeport, CT 06604-3911 | CT | 2002-07 | $862,071 |
| 3 | Simply Help Foundation | 121 S Hope St Apt 406, Los Angeles, CA 90012-5017 | CA | 2001-06 | $851,039 |
| 4 | Urban League Of Kansas City Mo | 1710 The Paseo, Kansas City, MO 64108-1624 | MO | 1960-06 | $620,469 |
| 5 | Samaritan Counseling Center Inc A Christian Ministry Serving N Ak | 3504 Industrial Ave Ste 5, Fairbanks, AK 99701-7390 | AK | 1996-06 | $607,714 |
| 6 | Fhf Inc, Families Helping Families | 1626 Oak St, La Crosse, WI 54603-2308 | WI | 2011-06 | $240,489 |
| 7 | Harvest East End Inc | PO BOX 41, Cutchogue, NY 11935-0041 | NY | 2012-07 | $219,347 |
| 8 | Strengthening Rural Families | PO BOX 1528, Philomath, OR 97370-1528 | OR | 2005-11 | $154,832 |
| 9 | Fort White Community Thrift Shop Inc | PO BOX 996, Fort White, FL 32038-0996 | FL | 2001-11 | $138,207 |
| 10 | Youth Quest | 1515 W Nc Highway 54 Ste 220, Durham, NC 27707-5576 | NC | 1999-08 | $127,959 |
| 11 | Barnett Charitable Foundation Tr Ua Dtd 040196 Acct 96bm63006 | PO BOX 40200, Jacksonville, FL 32203-0200 | FL | 1996-03 | $56,746 |
| 12 | Abundant Life Christian Counseling Center | 11073 River Trent Ct, Lehigh Acres, FL 33971 | FL | 2009-02 | $0 |
| 13 | Autism And Disability Ministry Company | 1050 Chatham Pines Cir Apt 202, Winter Spgs, FL 32708-5270 | FL | 2013-06 | $0 |
| 14 | Believers Inc | 5661 Timuquana Road, Jacksonville, FL 32210 | FL | 2003-09 | $0 |
| 15 | Fifty Plus & Bridging Inc | 442 Cremona Ave Nw, Palm Bay, FL 32907 | FL | 2000-07 | $0 |
| 16 | H E R O Foundation Inc | 814 Ponce De Leon Blvd Suite 503, Coral Gables, FL 33134 | FL | 2010-08 | $0 |
| 17 | Lhlf Social Club Inc | 2 E Nine Mile Rd Ste 9, Pensacola, FL 32534-3126 | FL | 2013-12 | $0 |
| 18 | Southern Springs Inc | PO BOX 3027, Tallahassee, FL 32315-3027 | FL | 1999-06 | $0 |
| 19 | Tabitha Project Inc | 53 W Tarpon Ave, Tarpon Spgs, FL 34689-3431 | FL | 2014-02 | $0 |
| 20 | Womens Health Science Institute Inc | 1140 Kenwood Ave, Winter Park, FL 32789-2419 | FL | 2002-10 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 150 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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