Bertha Lee Toole And William Francis Toole Foundation in Augusta, 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
- Other organizations in Georgia
| Bertha Lee Toole And William Francis Toole Foundation | |
| Employer Identification Number (EIN) | 581879277 |
| Name of Organization | Bertha Lee Toole And William Francis Toole Foundation |
| In Care of Name | Lansing B Lee Jr |
| Address | 508 Regent Pl, Augusta, GA 30909-3113 |
| Activities | Other school related activities, Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1990 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $32,695 |
| Amount of Income | $593 |
| Form 990 Revenue Amount | $593 |
Non-representatives - add comments:
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 | $593 | $593 | $593 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $593 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $0 | $0 | $0 | $0 |
| Excess of revenue over expenses and disbursements | $593 | |||
| Net investment income | $593 | |||
| Adjusted net income | $593 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $32,695 | $28,533 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $31,869 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $826 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $32,695 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| 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 | $12 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $12 |
| 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 | $28,667 |
| Net value of noncharitable-use assets | $28,240 |
| Minimum investment return | $1,412 |
| Distributable Amount (for 2011) | |
| Distributable amount | $1,400 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $1,400 |
| 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 Georgia | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Berean Community Development Corporation | 2197 Young Rd, Stone Mtn, GA 30088-4107 | GA | 2002-05 | $1,749,742 |
| 2 | Bergenfield Montessori Early Learning And Child Care Center Inc | 3852 Antioch Rd, Franklin, GA 30217-3624 | GA | 2004-06 | $214,122 |
| 3 | Bergeys Manual Trust | 527 Biological Sciences Building-Ug, Athens, GA 30602-2605 | GA | 1949-07 | $110,059 |
| 4 | Berkmar High School Band Booster Club | PO BOX 562, Lilburn, GA 30048 | GA | 1991-06 | $79,786 |
| 5 | Berman Charitable Trust | 25 Spring Oaks Ct Nw, Atlanta, GA 30327-4741 | GA | 1986-03 | $753,358 |
| 6 | Bernard & Sylvia Witt Foundation Inc | 100 Spring Harbor Dr Apt 447, Columbus, GA 31904-4632 | GA | 1998-06 | $405 |
| 7 | Bernard W Abrams Family Foundation Inc | PO BOX 53407, Atlanta, GA 30355-1407 | GA | 2003-07 | $69,350 |
| 8 | Family Connection Communities In Schools Of Berrien County Inc | 1015 Exum Rd, Nashville, GA 31639-2730 | GA | 2003-09 | $208,728 |
| 9 | Berry Foundation | 2131 Dayron Cir, Marietta, GA 30062-1709 | GA | 1968-07 | $117 |
| 10 | Bert And Mary Meyer Foundation Inc | 75 Ponce De Leon Ave Ne Apt 905, Atlanta, GA 30308-1997 | GA | 1984-10 | $1,977,817 |
| 11 | Bertha Lee Toole And William Francis Toole Foundation | 508 Regent Pl, Augusta, GA 30909-3113 | GA | 1990-04 | $593 |
| 12 | Bertram And Patricia Witham Foundation Inc | PO BOX 26250, Macon, GA 31221-6250 | GA | 2000-08 | $144,408 |
| 13 | Beside Still Waters Inc | 777 Cleveland Ave Sw Ste 210, Atlanta, GA 30315-7117 | GA | 2006-03 | $488,443 |
| 14 | Best Way Health Ministries Inc, David Moore | 144 Foster Rd, Jackson, GA 30233-5639 | GA | 2001-08 | $7,534 |
| 15 | Bestt For U S Inc | PO BOX 450731, Atlanta, GA 31145-0731 | GA | 1997-07 | $6,075 |
| 16 | Beta Delta House Corporation | 5034 Shadow Glen Ct, Dunwoody, GA 30338-4304 | GA | 1984-04 | $125,415 |
| 17 | Beta Kappa House Corporation | 600 Houze Way, Roswell, GA 30076-1435 | GA | 1972-05 | $263,655 |
| 18 | Beta Lambda House Corporation-Kappa Sigma Fraternity | 2240 Simonton Bridge Road, Watkinsville, GA 30677 | GA | 2005-01 | $105,440 |
| 19 | Beta Phi Lambda Foundation Inc | Po Box 1361, Savannah, GA 31402 | GA | 1994-12 | $0 |
| 20 | Beta Psi Foundation Inc | 1260 Winchester Parkway Se, Smyrna, GA 30080-6594 | GA | 2005-05 | $181,204 |
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