John Whitehead Family Foundation Inc 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
| John Whitehead Family Foundation Inc | |
| Employer Identification Number (EIN) | 043683205 |
| Name of Organization | John Whitehead Family Foundation Inc |
| In Care of Name | Crosspoint Advisory Llc |
| Address | C/O Crosspoint Advisory Llc, Atlanta, GA 30339 |
| Subsection | Charitable Organization |
| Ruling Date | 07/2003 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2013 |
| Assets | $25,000 to $99,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $42,668 |
| Amount of Income | $101,500 |
| Form 990 Revenue Amount | $48,075 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2013: $101,500 (it was $77,050 in 2012)
| This organization: | $101,500 |
| Other organizations performing similar types of work: | $105,489 |
Assets in 2013: $42,668 (it was $40,025 in 2012)
| John Whitehead Family Foundation Inc: | $42,668 |
| Other organizations performing similar types of work: | $325,460 |
Expenses in 2012: $37,712
| John Whitehead Family Foundation Inc: | $37,712 |
| Other organizations performing similar types of work: | $49,058 |
Income to expenses ratio in 2012: 2.7
| John Whitehead Family Foundation Inc: | 2.7 |
| Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2012: 100.0%
| This organization: | 100.0% |
| Other organizations performing similar types of work: | 22.8% |
Expenses 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 | $77,050 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $77,050 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $37,712 | $0 | $0 | $37,712 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $12,169 | $0 | $12,169 | |
| Contributions, gifts, grants paid | $25,543 | |||
| Excess of revenue over expenses and disbursements | $39,338 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $40,025 | $40,025 |
| Cash - non-interest-bearing | $40,025 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $40,025 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | 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 | $4,899 |
| Net value of noncharitable-use assets | $4,820 |
| Minimum investment return | $241 |
| Distributable Amount (for 2012) | |
| Distributable amount | $241 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $241 |
| 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 | The Correll Family Foundation Inc | 191 Peachtree St Ste 4050, Atlanta, GA 30303-1786 | GA | 2005-12 | $21,778,557 |
| 2 | Naserian Foundation Inc | 3223 Howell Mill Rd Nw, Atlanta, GA 30327-4105 | GA | 2013-06 | $10,139,438 |
| 3 | The Gaby Family Foundation | 400 Galleria Pkwy Se Ste 1050, Atlanta, GA 30339-5934 | GA | 2012-02 | $8,225,749 |
| 4 | Soma Foundation Inc | PO BOX 5346, Columbus, GA 31906-0346 | GA | 2014-10 | $7,554,465 |
| 5 | Graham Family Foundation Inc | PO BOX 52047, Atlanta, GA 30355-0047 | GA | 2010-11 | $7,264,309 |
| 6 | Eden Charitable Foundation Inc | 9182 Selborne Ln, Palmetto, GA 30268-2268 | GA | 2012-07 | $6,521,959 |
| 7 | Tom And Linda Hannon Foundation Inc | 1851 Collinsworth Rd, Palmetto, GA 30268-9407 | GA | 2005-04 | $5,933,914 |
| 8 | Melvin Douglas And Victoria Kay Ivester Foundation Inc | 411 Peachtree Battle Ave Nw, Atlanta, GA 30305-4032 | GA | 2012-11 | $5,478,044 |
| 9 | Jesse David Hendley Foundation Inc | 380 Boling Dr, Marietta, GA 30068-3601 | GA | 2012-12 | $5,422,494 |
| 10 | Tillotson-Menlo Charitablefoundation Inc | PO BOX 389, Menlo, GA 30731-0389 | GA | 2006-01 | $3,805,889 |
| 11 | Virginia Kimbrough Clark Reese & Thomas Matt Reese Trust | PO BOX 23024, Columbus, GA 31902-3024 | GA | 2000-03 | $3,605,675 |
| 12 | The Klump Family Foundation Inc | 3060 Peachtree Rd Nw Ste 400, Atlanta, GA 30305-2239 | GA | 2008-05 | $3,521,432 |
| 13 | Entelechy Foundation | PO BOX 57343, Atlanta, GA 30343-1343 | GA | 2015-04 | $3,500,000 |
| 14 | Another Chance Foundation Inc | 3259 Duluth Highway 120 Suite 200, Duluth, GA 30096-3652 | GA | 2015-02 | $3,003,256 |
| 15 | Simmons Family Foundation Trust 111003 3025889073, Simmons Norbert Et Al Ttee | 75 14th St Ne Unit 3240, Atlanta, GA 30309-7607 | GA | 2004-02 | $2,743,272 |
| 16 | Dan Laz Foundation Inc | 40 Kenmare Hall Ne, Atlanta, GA 30324-2566 | GA | 2013-05 | $2,107,316 |
| 17 | Waters Foundation Inc | 35 Island Dr, Savannah, GA 31406-5238 | GA | 2006-10 | $2,099,691 |
| 18 | Sophia Academy Inc | 1199 Bellaire Dr Ne, Brookhaven, GA 30319-1105 | GA | 2000-01 | $1,981,384 |
| 19 | Go Big Red Foundation, James K & Sarah J Walton Ttee | 5038 Carol Ln Nw, Atlanta, GA 30327-4615 | GA | 2013-06 | $1,952,345 |
| 20 | Shoff Foundation Inc | 1325 Satellite Blvd Nw Ste 1001, Suwanee, GA 30024-4698 | GA | 2012-06 | $1,927,566 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 22,395 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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