Goizueta Foundation Ua 7-20-92, Goizueta Roberto C Ttee in Atlanta, 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
| Goizueta Foundation Ua 7-20-92, Goizueta Roberto C Ttee | |
| Employer Identification Number (EIN) | 586269421 |
| Name of Organization | Goizueta Foundation Ua 7-20-92 |
| Secondary Name | Goizueta Roberto C Ttee |
| In Care of Name | Roberto C Goizueta |
| Address | 4401 Northside Pkwy Suite 520, Atlanta, GA 30327-5219 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/2000 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $50,000,000 to greater |
| Income | $50,000,000 to greater |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $463,989,044 |
| Amount of Income | $103,233,260 |
| Form 990 Revenue Amount | $21,825,827 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations |
Non-representatives - add comments:
Amount of income in 2012: $103,233,260 (it was $153,317,248 in 2011)
| This organization: | $103,233,260 |
| Other organizations performing similar types of work: | $107,502 |
Assets in 2012: $463,989,044 (it was $472,857,238 in 2011)
| This organization: | $463,989,044 |
| Other organizations performing similar types of work: | $322,766 |
Expenses in 2012: $36,694,175
| This organization: | $36,694,175 |
| Other organizations performing similar types of work: | $58,249 |
Income to expenses ratio in 2012: 2.8
| Goizueta Foundation Ua 7-20-92, Goizueta Roberto C Ttee: | 2.8 |
| Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2012: 7.2%
| Goizueta Foundation Ua 7-20-92, Goizueta Roberto C Ttee: | 7.2% |
| Other organizations performing similar types of work: | 98.7% |
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 | $27,825,981 | $21,630,120 | $0 | |
| Contributions, gifts, grants, etc., received | $2,000,000 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $15,643,237 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $4,195,861 | |||
| Other | $5,986,883 | |||
| Total expenses and disbursements | $36,694,175 | $383,005 | $0 | $35,741,288 |
| Compensation of officers, directors, trustees, etc. | $275,692 | |||
| Total operating and administrative expenses | $1,935,198 | $383,005 | $982,311 | |
| Contributions, gifts, grants paid | $34,758,977 | |||
| Excess of revenue over expenses and disbursements | $-8,868,194 | |||
| Net investment income | $21,247,115 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $463,989,044 | $565,374,356 |
| Cash - non-interest-bearing | $4,604,179 | |
| Investments-U.S. and state government obligations | $2,686,997 | |
| Investments-corporate stock | $434,361,413 | |
| Investments-corporate bonds | $7,584,877 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $14,751,578 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $463,989,044 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $5,986,883 |
| 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 | $212,471 |
| Total credits and payments | $295,660 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $140,660 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $155,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $83,189 |
| Amount to be credited to 2013 estimated tax | $83,189 |
| 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 | $555,759,000 |
| Net value of noncharitable-use assets | $547,422,620 |
| Minimum investment return | $27,371,131 |
| Distributable Amount (for 2012) | |
| Distributable amount | $27,158,660 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $27,158,660 |
| 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 | $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 | Masters Tournament Foundation Inc, Masters Tournament Foundation | PO BOX 2444, Augusta, GA 30903-2444 | GA | 2012-01 | $5,242,520 |
| 2 | Southern Company Charitable Foundation Inc | 241 Ralph Mcgill Blvd Ne No 10131, Atlanta, GA 30308-3374 | GA | 2000-03 | $3,598,429 |
| 3 | The Ward Foundation, Ward John F Ttee | 100 Galleria Pkwy Se Ste 1540, Atlanta, GA 30339-5948 | GA | 2001-06 | $2,420,287 |
| 4 | Thalia N And Chris M Carlos Foundation Inc | 1 National Dr Sw, Atlanta, GA 30336-1631 | GA | 2012-03 | $2,368,805 |
| 5 | Morris Family Charitable Foundation Inc | 5 Cranes Nest Ct, Savannah, GA 31411-2127 | GA | 2011-08 | $868,246 |
| 6 | Terrell Family Foundation | 155 Plum Nelly Rd, Athens, GA 30606-4643 | GA | 2003-09 | $827,074 |
| 7 | William And Lisa Mcgahan Family Foundation Inc | 3190 Ridgewood Rd Nw, Atlanta, GA 30327-1936 | GA | 2012-01 | $745,455 |
| 8 | Thames Family Foundation Inc | 275 Scientific Dr Ste 2500, Norcross, GA 30092-3319 | GA | 1999-08 | $532,461 |
| 9 | Republic National Distributing Company Foundation Inc | 1 National Dr Sw, Atlanta, GA 30336-1631 | GA | 2013-01 | $425,000 |
| 10 | Anna Sue And Bob Shaw Foundation | 114 N Pentz St, Dalton, GA 30720-4224 | GA | 2013-05 | $200,000 |
| 11 | Tom And Edwina Johnson Family Foundation Inc | 3280 Rilman Rd Nw, Atlanta, GA 30327-1551 | GA | 2000-12 | $198,033 |
| 12 | Teel Family Foundation Trust 121498, Teel Gordon R & Sharon Teel Ttees | 3300 Cumberland Blvd Se Ste 300, Atlanta, GA 30339-3169 | GA | 1999-03 | $116,933 |
| 13 | Stoneypeak Foundation Inc | 3439 Knollwood Dr Nw, Atlanta, GA 30305-1019 | GA | 1999-08 | $116,925 |
| 14 | Associated Credit Union Foundation | 6251 Crooked Creek Road, Norcross, GA 30092 | GA | 2009-01 | $105,843 |
| 15 | T S Jackson Family Foundation | 1489 Bollingbrook Rd, Marietta, GA 30067 | GA | 2001-02 | $54,532 |
| 16 | Arylessence Foundation Inc | 1091 Lake Dr, Marietta, GA 30066-1073 | GA | 2012-04 | $52,850 |
| 17 | Community & Southern Bank Foundation Inc | 3333 Rvrwood Pkwy Se Ste 350, Atlanta, GA 30339-3304 | GA | 2013-01 | $36,958 |
| 18 | Unicorn International Inc | 133 Luckie Street, Atlanta, GA 30303-2038 | GA | 2002-02 | $28,739 |
| 19 | Valdosta City Schools Foundation Inc | 4065 Quail Run Circle, Valdosta, GA 31601 | GA | 2000-11 | $19,467 |
| 20 | Soul Charitable Foundation | 1413 Chattanooga Ave, Dalton, GA 30720-2631 | GA | 2011-01 | $16,409 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 3,013 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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