Barbara Cox Anthony Foundation in Honolulu, Hawaii (HI)
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 Hawaii
| Barbara Cox Anthony Foundation | |
| Employer Identification Number (EIN) | 996005049 |
| Name of Organization | Barbara Cox Anthony Foundation |
| Address | 1132 Bishop St Ste 1200, Honolulu, HI 96813-2822 |
| Activities | Other school related activities, Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1963 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $888,720 |
| Amount of Income | $184,003 |
| Form 990 Revenue Amount | $32,860 |
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 | $32,860 | $34,341 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $121 | |||
| Dividends and interest from securities | $34,220 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $896 | |||
| Total expenses and disbursements | $1,052,651 | $640 | $0 | $1,052,011 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $640 | $640 | $0 | |
| Contributions, gifts, grants paid | $1,052,011 | |||
| Excess of revenue over expenses and disbursements | $-1,019,791 | |||
| Net investment income | $33,701 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $888,720 | $888,720 |
| 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 | $844,621 | |
| Other | $44,099 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $888,720 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-2,377 |
| 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 | $337 |
| Total credits and payments | $1,226 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $26 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $1,200 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Overpayment | $889 |
| Amount to be credited to 2012 estimated tax | $889 |
| 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? | Yes |
| 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 | $1,534,291 |
| Net value of noncharitable-use assets | $1,511,280 |
| Minimum investment return | $75,564 |
| Distributable Amount (for 2011) | |
| Distributable amount | $76,123 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $76,123 |
| 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 Hawaii | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Aukina Foundation | PO BOX 3467, Honolulu, HI 96801-3467 | HI | 1998-04 | $548,421 |
| 2 | Aulea Swim Club | 71 S Kalaheo Ave, Kailua, HI 96734-2725 | HI | 2004-01 | $97,959 |
| 3 | Aupuni O Niihau | P O Box 1017, Waimea, HI 96796 | HI | 2004-03 | $0 |
| 4 | Automotive Body & Painting Assn Of Hawaii | 912 Ilaniwai St, Honolulu, HI 96813 | HI | 1989-08 | $40,360 |
| 5 | Ba Mamala Hoe Canoe Club | 41-052 Hihimanu St, Waimanalo, HI 96795 | HI | 2007-06 | $0 |
| 6 | Badoc-Pinili Aid Association Of Hawaii | 1728 Kealia Dr, Honolulu, HI 96817-2053 | HI | 1985-05 | $78,290 |
| 7 | Ballet Hawaii | 777 S Hotel St Ste 101, Honolulu, HI 96813-2591 | HI | 1994-10 | $1,899,371 |
| 8 | Bamboo Ridge Press | PO BOX 61781, Honolulu, HI 96839-1781 | HI | $64,614 | |
| 9 | Bamboo Village Hawaii Inc | PO BOX 461, Kurtistown, HI 96760-0461 | HI | 2004-06 | $1 |
| 10 | Bank Of Hawaii Foundation | PO BOX 3170, Honolulu, HI 96802-3170 | HI | 2014-08 | $1,547,638 |
| 11 | Barbara Cox Anthony Foundation | 1132 Bishop St Ste 1200, Honolulu, HI 96813-2822 | HI | 1963-03 | $184,003 |
| 12 | Barbara Koch Daniels Family Foundation, Jeffrey Koch Et Al Ttee | 1021 Waakaua Pl, Honolulu, HI 96822-1173 | HI | 2006-08 | $21,880 |
| 13 | Barbers Point Riding Club | PO BOX 75382, Kapolei, HI 96707-0382 | HI | 1993-10 | $95,161 |
| 14 | Barriocare Foundation Inc | PO BOX 235913, Honolulu, HI 96823-3517 | HI | 1998-01 | $32,146 |
| 15 | Basic Trades Gcla Bila Collectively Bargained Workers Comp Program | 200 N Vineyard Blvd Suite 100, Honolulu, HI 96817 | HI | 2009-07 | $56,783 |
| 16 | Bateman Foundation | 78-1136 Bishop Rd, Holualoa, HI 96725-9748 | HI | 1998-06 | $1 |
| 17 | Bay Clinic Inc | 224 Haili St Ste B, Hilo, HI 96720-2975 | HI | 1984-04 | $16,328,810 |
| 18 | Bayanihan Clinic Without Walls Inc | 1619 Liliha St Ste 3, Honolulu, HI 96817-3152 | HI | 1998-12 | $9,207 |
| 19 | Beatrice M H Foundation Inc | 1277 S Beretania St, Honolulu, HI 96814-1822 | HI | 2003-07 | $1,184,894 |
| 20 | Ben And Miriam Lau Foundation | 1314 S King St Ste 524, Honolulu, HI 96814-1940 | HI | 2002-10 | $2,845,856 |
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