Birks Family Foundation in Canada, (international)
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 international organizations
| Birks Family Foundation | |
| Employer Identification Number (EIN) | 986001550 |
| Name of Organization | Birks Family Foundation |
| Address | Local, Canada |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1966 |
| Deductibility | Contributions are deductible by treaty (foreign organizations) |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 11/2011 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $17,876,143 |
| Amount of Income | $665,031 |
| Form 990 Revenue Amount | $613,098 |
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 | $613,098 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $262,823 | |||
| Dividends and interest from securities | $268,194 | |||
| Gross rents | $-3,131 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $137,144 | |||
| Total expenses and disbursements | $763,499 | $0 | $0 | $644,061 |
| Compensation of officers, directors, trustees, etc. | $52,636 | |||
| Total operating and administrative expenses | $251,897 | $0 | $132,459 | |
| Contributions, gifts, grants paid | $511,602 | |||
| Excess of revenue over expenses and disbursements | $-150,401 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $17,876,143 | $17,876,143 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $17,806,667 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $69,476 | |
| Total liabilities | $13,759 | |
| Mortgages and other notes payable | $0 | |
| Other | $13,759 | |
| Total liabilities and net assets/fund balances | $17,862,384 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-51,933 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $18,994,638 |
| Net value of noncharitable-use assets | $18,709,700 |
| Minimum investment return | $935,485 |
| Distributable Amount (for 2011) | |
| Distributable amount | $0 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $0 |
| 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 international organizations | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Compania De Vivienda Para Ancianos, Bayamon Senior Citizens Housing Com | State Hwy 171 Km 07, Bayaman | international | 2002-08 | $957,851 |
| 2 | Beacon Schools Of The Virgin Islands Inc | PO BOX 223030, Christiansted | international | 1998-10 | $20,149 |
| 3 | Bessemer Casualty Corp | Anqulla, B W I | international | 2009-08 | $18,901 |
| 4 | Beth Jacob Teachers Institute | 1 Levin Sq Pob 511 Jerusalem 91004, Israel | international | 2005-08 | $11,435,007 |
| 5 | Beyond Visions Inc | PO BOX 6324, Christiansted | international | 2001-07 | $104,069 |
| 6 | Bhs Saltus Scholarship Fund | Hamilton Hm11, Bermuda | international | 1991-06 | $322,902 |
| 7 | Big Brothers Big Sisters Of Puerto Rico Inc | 35 Calle Juan C Borbon Ste 67, Guaynabo | international | 1998-05 | $156,280 |
| 8 | Bilingual Montessori School Of Paris Inc | Paris 75007, France | international | 1978-09 | $1,074,856 |
| 9 | Biobay Conservation Group Inc | Po Box 1264, Vieques | international | 2003-01 | $2,053 |
| 10 | Birdlife International | Cambridge Cb3 0na, United Kingdom | international | 1998-11 | $27,183,431 |
| 11 | Birks Family Foundation | Local, Canada | international | 1966-03 | $665,031 |
| 12 | Blasius Assurance Company Ltd | Nevis, West Indies | international | 1998-10 | $258,328 |
| 13 | Boy Scouts Of America, 802 Transatlantic Council | Unit 31301 Box 25, Apo | international | 1965-11 | $1,924,104 |
| 14 | Boy Scouts Of America, 803 Far East Council | Mcb Camp Foster Unit 35049, Fpo | international | 1965-11 | $1,059,769 |
| 15 | Boys & Girls Clubs Vi Inc | PO BOX 128, Christiansted | international | 1973-12 | $354,700 |
| 16 | Boys & Girls Clubs Of Puerto Rico Inc, Res E Ramos Antonini | Avebarbosa 569urbvalencia Faaa, Rio Pieras | international | 1994-06 | $11,615,255 |
| 17 | Brian Gibson Foundation | Surrey Tw20isn, United Kingdon | international | 1998-06 | $23,407 |
| 18 | Brighter Writers Club Incorporated | PO BOX 306147, St Thomas | international | 2005-08 | $33,720 |
| 19 | Brightspark Inc | Po Box 397, Frederiksted | international | 2005-10 | $32,360 |
| 20 | Brisas De Ceiba Corp | 8 St San Jorge 42, Ceiba | international | 2000-11 | $311,231 |
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