H J Daniel Tr Item Vi 3 in Norcross, 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
- Other organizations in Georgia
| H J Daniel Tr Item Vi 3 | |
| Employer Identification Number (EIN) | 586216953 |
| Name of Organization | H J Daniel Tr Item Vi 3 |
| In Care of Name | Trust Tax Services |
| Address | 15 Technology Parkway South, Norcross, GA 30092-8200 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $41,586 |
| Amount of Income | $5,726 |
| Form 990 Revenue Amount | $2,319 |
Non-representatives - add comments:
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 | $2,319 | $2,319 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $868 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,451 | |||
| Total expenses and disbursements | $3,154 | $0 | $0 | $2,470 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $684 | $0 | $0 | |
| Contributions, gifts, grants paid | $2,470 | |||
| Excess of revenue over expenses and disbursements | $-835 | |||
| Net investment income | $2,319 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $41,586 | $50,643 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $23,225 | |
| Investments-corporate bonds | $17,187 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,174 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $41,586 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $1,451 |
| 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 | $23 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $23 |
| 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 | $62,021 |
| Net value of noncharitable-use assets | $61,100 |
| Minimum investment return | $3,055 |
| Distributable Amount (for 2011) | |
| Distributable amount | $3,032 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $3,032 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $3,032 |
| 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 Georgia | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Gilmer County Family Connection Commission | 1864 S Main St, Ellijay, GA 30540-5407 | GA | 2000-12 | $75,946 |
| 2 | Gilmer Education Foundation Inc | 408 Bobcat Trl, Ellijay, GA 30540-5406 | GA | 1995-07 | $77,896 |
| 3 | Gilmer Learning Center Inc, Adult Learning Center | 30 Southside Church St, Ellijay, GA 30540-5409 | GA | 1994-06 | $48,300 |
| 4 | Gambill Family Foundation The, Harry C Gambill Ttee | 7345 Cherokee Ln, Murrayville, GA 30564-1727 | GA | 2009-02 | $402,817 |
| 5 | Georgia Association Of Professional Investigators Inc | 665 Red Oak Rd, Stockbridge, GA 30281 | GA | 1998-06 | $37,846 |
| 6 | George A Warren Trust Ua T-14936 Fbo Susan E Warren Etal, State St Bk & Tr Co Ttee | 1718 Peachtree St Nw Ste 1048, Atlanta, GA 30309-2452 | GA | 1993-04 | $11,702 |
| 7 | From The Dust Inc | 6109 Poplar Bluff Cir, Peachtree Cor, GA 30092-1391 | GA | 2006-06 | $4,195 |
| 8 | Global Mission Awareness | PO BOX 3049, Peachtree Cty, GA 30269-7049 | GA | 2000-12 | $896,458 |
| 9 | Greater Arizona Christian Community Foundation | 11625 Rainwater Drive Suite 500, Alpharetta, GA 30009 | GA | 2000-05 | $18,297 |
| 10 | Grace Walk Ministries Inc | PO BOX 6537, Douglasville, GA 30154-0026 | GA | 1997-09 | $343,707 |
| 11 | H J Daniel Tr Item Vi 3 | 15 Technology Parkway South, Norcross, GA 30092-8200 | GA | $5,726 | |
| 12 | Ginny Millner Foundation Inc | 3640 Tuxedo Rd Nw, Atlanta, GA 30305-1068 | GA | 1995-05 | $1,124,577 |
| 13 | Gipp Museums Inc | 7075 Baywood Drive, Roswell, GA 30076 | GA | 2006-09 | $0 |
| 14 | Girl Scouts Central Savannah River Council Inc | 1325 Greene St, Augusta, GA 30901-1031 | GA | 1952-01 | $2,029,620 |
| 15 | Girl Scouts Of Concharty Council Inc | 1344 13th Ave, Columbus, GA 31901-2303 | GA | 1957-06 | $1,291,019 |
| 16 | Girl Scouts Of Historic Georgia Inc | 6869 Columbus Rd, Lizella, GA 31052-3610 | GA | 1955-05 | $8,378,563 |
| 17 | Girl Scouts Of Middle Georgia Inc | 6869 Columbus Rd, Lizella, GA 31052-3610 | GA | 1942-10 | $1,732,843 |
| 18 | Girl Scouts Of Northeast Georgia Inc | 185 Newton Bridge Rd, Athens, GA 30607-1147 | GA | 1961-07 | $2,304,715 |
| 19 | Girl Scouts Of Pine Valley Council Inc | 350 Airport Rd, Griffin, GA 30224-3966 | GA | 1959-06 | $2,349,231 |
| 20 | Girl Scouts Of Southwest Georgia Inc | 515 Pine Ave, Albany, GA 31701-2401 | GA | 1960-07 | $937,252 |
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