Fred J & Ruth Heflin Cofer Foundation Tr Ua 01032009, Keith Heflin Ttee in White, Georgia (GA)
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
| Fred J & Ruth Heflin Cofer Foundation Tr Ua 01032009, Keith Heflin Ttee | |
| Employer Identification Number (EIN) | 266727396 |
| Name of Organization | Fred J & Ruth Heflin Cofer Foundation Tr Ua 01032009 |
| Secondary Name | Keith Heflin Ttee |
| In Care of Name | Keith Heflin Ttee |
| Address | 540 Crowe Springs Rd Nw, White, GA 30184 |
| Subsection | Charitable Organization |
| Ruling Date | 07/2009 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,209,820 |
| Amount of Income | $1,487,935 |
| Form 990 Revenue Amount | $1 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Operating Foundations |
Non-representatives - add comments:
Amount of income in 2013: $1,487,935 (it was $1,557,360 in 2012)
| This organization: | $1,487,935 |
| Other organizations performing similar types of work: | $45,945 |
Assets in 2013: $2,209,820 (it was $1,557,214 in 2012)
| This organization: | $2,209,820 |
| Other organizations performing similar types of work: | $120,180 |
Expenses in 2012: $143
| This organization: | $143 |
| Other organizations performing similar types of work: | $39,714 |
Income to expenses ratio in 2012: 10,405.1
| This organization: | 10,405.1 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 99.9%
| Fred J & Ruth Heflin Cofer Foundation Tr Ua 01032009, Keith Heflin Ttee: | 99.9% |
| Other organizations performing similar types of work: | 2.2% |
Revenue 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 | $1,557,357 | $2,305 | $0 | |
| Contributions, gifts, grants, etc., received | $1,555,052 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,764 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $541 | |||
| Total expenses and disbursements | $143 | $143 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $143 | $143 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $1,557,214 | |||
| Net investment income | $2,162 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,557,214 | $1,614,558 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $688,911 | |
| Investments-corporate stock | $503,063 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $365,240 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,557,214 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $541 |
| 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 | $43 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $43 |
| Overpayment | $0 |
| 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? | Yes |
| 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? | 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 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 | $134,417 |
| Net value of noncharitable-use assets | $132,400 |
| Minimum investment return | $6,620 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $6,620 | $0 | $0 | $0 | $6,620 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| 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 | Mcfadden Foundation Inc | PO BOX 70519, Albany, GA 31708-0519 | GA | 2011-08 | $35,686,614 |
| 2 | Center For Working Families Inc | 50 Hurt Plz Se Ste 449, Atlanta, GA 30303-2915 | GA | 2007-03 | $4,315,108 |
| 3 | Fred J & Ruth Heflin Cofer Foundation Tr Ua 01032009, Keith Heflin Ttee | 540 Crowe Springs Rd Nw, White, GA 30184 | GA | 2009-07 | $1,487,935 |
| 4 | Tuttle Newton Home | 2196 Central Ave, Augusta, GA 30904-6796 | GA | 1945-01 | $784,288 |
| 5 | Harrison Family Charitable Trust Inc | 501 E 44th St, Savannah, GA 31405-2326 | GA | 2000-03 | $705,531 |
| 6 | Guidetheneedy | 1100 Founders Blvd, Athens, GA 30606-6139 | GA | 2014-08 | $54,329 |
| 7 | Grateful Hearts Ministries Inc | 3415 Paces Ferry Cir Se, Smyrna, GA 30080-3122 | GA | 2012-03 | $24,062 |
| 8 | The Stewart Foundation Inc | PO BOX 54680, Atlanta, GA 30308-0680 | GA | 2012-09 | $21,475 |
| 9 | Red Sea Foundation | 10683 Big Canoe, Big Canoe, GA 30143-5133 | GA | 2013-10 | $13,000 |
| 10 | Keyaron Fox Foundation Inc | 1588 Tallulah St Nw, Atlanta, GA 30318-7642 | GA | 2009-10 | $8,300 |
| 11 | Arlene M Young Memorial Tr, Young Charles E Ttee | PO BOX 3268, Cumming, GA 30028-6518 | GA | 2014-10 | $6,240 |
| 12 | Connectors Inc | 6190 Powers Ferry Rd Nw 230, Sandy Springs, GA 30339-2917 | GA | 2014-06 | $4,535 |
| 13 | Global Empowerment And Education Foundation Inc | 1000 Peachtree Ind Blvd Ste6 Pmb371, Suwanee, GA 30024-6777 | GA | 2013-03 | $1 |
| 14 | The Creative Spark Foundation Inc | 1669 Barfield Run Nw, Atlanta, GA 30318-2778 | GA | 2014-07 | $1 |
| 15 | Diamonds Of Wholeness | 3664 Club Dr Ste 102, Lawrenceville, GA 30044-2959 | GA | 2014-06 | $0 |
| 16 | Every Childs A Star Foundation Inc | 1270 Caroline St Ste D120-429, Atlanta, GA 30307-2758 | GA | 2011-05 | $0 |
| 17 | Metro Medical Research Inc | 6255 Barfield Rd Suite 175, Atlanta, GA 30328 | GA | 2014-09 | $0 |
| 18 | Paul Millsap Foundation Corp | 4232 Regency Ct Nw, Atlanta, GA 30327-2726 | GA | 2015-03 | $0 |
| 19 | Rocket Retirees Association | 3471 Erin Gln Nw, Kennesaw, GA 30152-6526 | GA | 2014-07 | $0 |
| 20 | The Ravenel Foundation Inc | 116 E Mcdonough St, Savannah, GA 31401-4004 | GA | 2009-10 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 1,344 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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