Travis Foundation in Birmingham, Alabama (AL)
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 Alabama
| Travis Foundation | |
| Employer Identification Number (EIN) | 030403673 |
| Name of Organization | Travis Foundation |
| In Care of Name | Ronald O Travis |
| Address | 5265 Woodford Dr, Birmingham, AL 35242-4145 |
| Subsection | Charitable Organization |
| Ruling Date | 04/2002 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $246,199 |
| Amount of Income | $103,605 |
| Form 990 Revenue Amount | $13,617 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
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 | $10,343 | $3,989 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,931 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $2,058 | |||
| Other | $6,354 | |||
| Total expenses and disbursements | $17,972 | $6,597 | $0 | $17,972 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $6,597 | $6,597 | $6,597 | |
| Contributions, gifts, grants paid | $11,375 | |||
| Excess of revenue over expenses and disbursements | $-7,629 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $142,799 | $118,515 |
| Cash - non-interest-bearing | $3,805 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $114,391 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $19,806 | |
| Other | $4,797 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $142,911 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $6,354 |
| 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 | $114,120 |
| Net value of noncharitable-use assets | $112,400 |
| Minimum investment return | $5,620 |
| Distributable Amount (for 2012) | |
| Distributable amount | $5,620 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $5,620 |
| 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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| Other organizations in Alabama | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Toney School Community Museum Inc | 785 Toney School Rd, Toney, AL 35773-9570 | AL | 1996-07 | $23,566 |
| 2 | Torch Helps | 4035 Chris Dr Sw Ste C, Huntsville, AL 35802-4192 | AL | 2007-10 | $74,472 |
| 3 | Touchdown Club Of Birmingham Inc | PO BOX 711, Birmingham, AL 35201-0711 | AL | 1981-04 | $368 |
| 4 | Tourism Council Of Bullock County | PO BOX 5236, Union Springs, AL 36089-5236 | AL | 1994-03 | $119,127 |
| 5 | Town Of Berry Civic Center Foundation Inc | 30 School Ave, Berry, AL 35546 | AL | 2010-09 | $0 |
| 6 | Trace Crossings Business Association | 5 Riverchase Ridge Ste 200, Birmingham, AL 35244-2893 | AL | 1989-02 | $125,537 |
| 7 | Tractor & Equipment Health Care Trust | 5336 Airport Highway, Birmingham, AL 35212-1528 | AL | 1982-08 | $7,589,613 |
| 8 | Tractor And Equipment Company Foundation | 5336 Airport Hwy, Birmingham, AL 35212-1528 | AL | 1978-08 | $125,000 |
| 9 | Trade-Fair Marketplace | 1012 Pratt Ave Ne, Huntsville, AL 35801-3053 | AL | 2008-04 | $74,688 |
| 10 | Travelers Aid Society | 1605 5th Ave N, Birmingham, AL 35203-1922 | AL | 1942-09 | $354,055 |
| 11 | Travis Foundation | 5265 Woodford Dr, Birmingham, AL 35242-4145 | AL | 2002-04 | $103,605 |
| 12 | Tread Rubber And Tire Repair Materials Manufacturers Group, Trmg | 2003 Edwards Ave, Muscle Shoals, AL 35661-1919 | AL | 1970-03 | $80,117 |
| 13 | Treasures Thrift Store Inc | 2842 Pelham Pkwy, Pelham, AL 35124-1707 | AL | 2007-05 | $316,079 |
| 14 | Tres Dias Of Chattahoochee Valley | 810 West Point Parkway, Opelika, AL 36801 | AL | 2004-12 | $0 |
| 15 | Tri County Childrens Advocacy Center | 287 N Tallassee St, Dadeville, AL 36853-1351 | AL | 1999-08 | $189,779 |
| 16 | Tri County Medical Center Inc | 316 S Main St, Evergreen, AL 36401-3325 | AL | 1992-07 | $4,135,859 |
| 17 | Tri Rivers Waterway Development Association Inc | 630 E Broad St, Eufaula, AL 36027-1711 | AL | 1975-03 | $88,025 |
| 18 | Tri-Coastal Community Outreach | 10520 Highway 188, Grand Bay, AL 36541-6452 | AL | 2007-01 | $578,596 |
| 19 | Tri-County Adult Health Care Inc | PO BOX 142, Georgiana, AL 36033-0142 | AL | 2001-01 | $261,208 |
| 20 | Tri-County Volunteer Fire Department | PO BOX 55, Joppa, AL 35087-0055 | AL | 1987-08 | $117,168 |
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