Lon D And Lucille Barton Charitable Foundation in Tucson, Arizona (AZ)
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 Arizona
| Lon D And Lucille Barton Charitable Foundation | |
| Employer Identification Number (EIN) | 371161757 |
| Name of Organization | Lon D And Lucille Barton Charitable Foundation |
| Address | 38093 S Samaniego Dr, Tucson, AZ 85739-1019 |
| Activities | Gifts, grants, or loans to other organizations, Supplying money, goods or services to the poor |
| Subsection | Charitable Organization |
| Ruling Date | 10/1984 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $4,724,276 |
| Amount of Income | $124,740 |
| Form 990 Revenue Amount | $226,527 |
Non-representatives - add comments:
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 | $119,981 | $119,981 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $116 | |||
| Dividends and interest from securities | $112,860 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $58 | |||
| Other | $6,947 | |||
| Total expenses and disbursements | $339,650 | $0 | $0 | $328,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $11,650 | $0 | $0 | |
| Contributions, gifts, grants paid | $328,000 | |||
| Excess of revenue over expenses and disbursements | $-219,669 | |||
| Net investment income | $119,981 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,724,276 | $6,332,153 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,517,736 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $135,525 | |
| Other | $2,071,015 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $4,724,276 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $6,947 |
| 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 | $1,200 |
| Total credits and payments | $4,520 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $4,520 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $3,320 |
| Amount to be credited to 2013 estimated tax | $1,200 |
| 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? | 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 | $6,376,968 |
| Net value of noncharitable-use assets | $6,281,320 |
| Minimum investment return | $314,066 |
| Distributable Amount (for 2012) | |
| Distributable amount | $312,866 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $312,866 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $304,075 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Trees Please in Tucson, AZ
 |
Widows-Widowers Support Group Inc in Tucson, AZ
 |
|
B-26 Marauder Historical Society in Tucson, AZ
|
|
Tucson Lesbian & Gay Alliance in Tucson, AZ
|
Delta Sigma Theta Sorority, Mu Eta Chapter Univ Of Arizona in Tucson, AZ
 |
|
Central American Education And Environmental Fund in Tucson, AZ
|
| Youth Corp Of America Inc in Tucson, AZ |
|
Spina Bifida Association Of South Ern Arizona in Tucson, AZ
|
|
Tmm Family Services Foundation Inc in Tucson, AZ
|
|
Church On The Street Tucson, Pastor Timothy Scott Booker Rvrnd in Tucson, AZ
|
| Other organizations in Arizona | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Louis M Schwartz Charitable Tr 71778100 | PO BOX 53456, Phoenix, AZ 85072-3456 | AZ | $78,289 | |
| 2 | Louis M Schwartz Trust 71778100, Schwartz Esther Ttee | PO BOX 53456, Phoenix, AZ 85072-3456 | AZ | $259,793 | |
| 3 | Louis Sands Iv Foundation | PO BOX 95, Glendale, AZ 85311-0095 | AZ | 1997-04 | $1,000 |
| 4 | Love A Bull Rescue Inc | 22440 S 178th Place, Gilbert, AZ 85298 | AZ | 2008-04 | $0 |
| 5 | Love Thy Neighbor Ministries Inc | PO BOX 68830, Tucson, AZ 85737-0006 | AZ | 2003-04 | $13,312 |
| 6 | Loved Ones Lost | PO BOX 18937, Phoenix, AZ 85005-8937 | AZ | 2007-02 | $33,631 |
| 7 | Laurence B Flaws Memorial Fdn 343-3809572-000 | PO BOX 53456, Phoenix, AZ 85072-3456 | AZ | 1984-08 | $904,842 |
| 8 | Life Sharing Center Inc | PO BOX 1277, Tuba City, AZ 86045-1277 | AZ | 1946-03 | $294,713 |
| 9 | Lorna Poe Westside Independent Inc | 13422 W Marlette Ct, Litchfield Pk, AZ 85340-5380 | AZ | 2002-12 | $0 |
| 10 | Lj Foundation | 22402 N 84th Pl, Scottsdale, AZ 85255-8324 | AZ | 1998-07 | $73,579 |
| 11 | Lon D And Lucille Barton Charitable Foundation | 38093 S Samaniego Dr, Tucson, AZ 85739-1019 | AZ | 1984-10 | $124,740 |
| 12 | Leo Sunshine Foundation | PO BOX 53456, Phoenix, AZ 85072-3456 | AZ | 1983-09 | $24,762 |
| 13 | Leland M Stenehjem Jr Foundation | 1920 W Mesquite St, Phoenix, AZ 85086-0561 | AZ | 2007-03 | $1 |
| 14 | Louise M Youngman Fbo Florence Chapter 3098-25432000 | PO BOX 53456, Phoenix, AZ 85072-3456 | AZ | $121,485 | |
| 15 | Lapan Sunshine Foundation Inc | 4320 E Pinnacle Ridge Pl, Tucson, AZ 85718-3541 | AZ | 1984-10 | $45,765 |
| 16 | Leonard Tingle Foundation | 4322 E Shangri La, Phoenix, AZ 85028 | AZ | 1964-11 | $513,645 |
| 17 | Life2orphans Inc | 6326 E Sandra Ter, Scottsdale, AZ 85254-1344 | AZ | 2007-08 | $54,495 |
| 18 | Leah Brenner Mexican Arts Tr | PO BOX 53456, Phoenix, AZ 85072-3456 | AZ | $72,536 | |
| 19 | Lovett Family Foundation | 14404 N 14th Pl, Phoenix, AZ 85022-4451 | AZ | 2005-01 | $22,500 |
| 20 | Lowe Foundation Inc | 4729 E Clearwater Pkwy, Paradise Vly, AZ 85253-2966 | AZ | 1968-05 | $4,142 |
Organization representatives - add corrected or new information about Lon D And Lucille Barton Charitable Foundation »
Non-representatives - add comments about Lon D And Lucille Barton Charitable Foundation»