Alberta Hale Land Trust in Volcano, California (CA)

Organization representatives - add corrected or new information about Alberta Hale Land Trust »

Non-representatives - add comments about Alberta Hale Land Trust»

Alberta Hale Land Trust
Employer Identification Number (EIN)680338376
Name of OrganizationAlberta Hale Land Trust
In Care of NameDonna Braden
AddressPO BOX 57, Volcano, CA 95689-0057
ActivitiesPreservation of natural resources (conservation), Land acquisition for preservation, Other conservation, environmental or beautification activities
SubsectionCharitable Organization, Educational Organization
Ruling Date11/1995
DeductibilityContributions are deductible
FoundationPrivate operating foundation (other)
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$1,000,000 to $4,999,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$1,547,403
Amount of Income$46,708
Form 990 Revenue Amount$57,709
National Taxonomy of Exempt Entities (NTEE)Environmental Quality, Protection and Beautification: Land Resources Conservation


Non-representatives - add comments:


CAPTCHA

Your IP address 54.196.212.62 will be logged.

Amount of income in 2013: $46,708 (it was $55,707 in 2012)
Alberta Hale Land Trust: 

 $46,708
Other organizations performing similar types of work: 

 $59,721

Assets in 2013: $1,547,403 (it was $1,541,751 in 2012)
This organization: 

 $1,547,403
Other organizations performing similar types of work: 

 $449,287

Expenses in 2013: $40,785
This organization: 

 $40,785
Other organizations performing similar types of work: 

 $41,751

Income to expenses ratio in 2013: 1.1
This organization: 

 1.1
Other organizations performing similar types of work: 

 1.1

Grants share in income in 2013: 0.0%
This organization: 

 0.0%
Other organizations performing similar types of work: 

 80.8%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$46,708$22$46,708
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$22
Dividends and interest from securities$0
Gross rents$0
Gross sales price for all assets$0
Gross profit from sales of goods$0
Other income$46,686
Total expenses and disbursements$40,785$3,315$31,351$0
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$3,407
Accounting fees$694
Interest$0
Depreciation$420
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$40,785$3,315$0
Contributions, gifts, grants paid$0
Excess of revenue over expenses and disbursements$5,923
Net investment income$0
Adjusted net income$15,357
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$1,550,022$0$1,541,751$0$1,547,403$0
Cash - non-interest-bearing$19,649$65,671$78,896
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$0$0$0
Investments-corporate bonds$0$0$0
Investments-mortgage loans$0$0$0
Investments-other$0$0$0
Other assets$2,315$2,315
Total liabilities$4,600$4,600$4,350
Mortgages and other notes payable$0$0$0
Other liabilities$4,600$4,350
Total liabilities and net assets/fund balances$1,545,422$1,537,151$1,543,053
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$0$0$0
Net capital loss$0$0$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$94$21$0
Total credits and payments$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$21$0
Overpayment$0$0
Amount to be credited to next year's estimated tax$0$0$0
Statements Regarding Activities
201120122013
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?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?YesYes
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?YesYesYes
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
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)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$1,517,362$1,538,166$140,745
Net value of noncharitable-use assets$1,515,094$138,634
Minimum investment return$74,730$75,755$6,932
Distributable Amount
201120122013
Distributable amount$0$0$0
Undistributed Income
201120122013
Distributable amount for this year$0$0$0
Undistributed income for this year. This amount must be distributed in the next year$0$0$0
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
The lesser of the adjusted net income or the minimum investment return$6,932$0$0$0$6,932
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$2,788,050$2,788,050$2,788,050$2,788,050$11,152,200
Value of assets qualifying under section 4942(j)(3)(B)(i)$2,260,750$2,260,750$2,260,750$2,260,750$9,043,000
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
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
$0$32,950
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$22
Dividends and interest from securities$0$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Unrelated Trade or Business Income (for 2008)
IncomeExpensesNet
Total$8,170$0$8,170
Gross receipts or sales less returns and allowances$8,170$0$0
Cost of goods sold$0$0$0
Gross profit$8,170$0$8,170
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$0$0$0
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2008)
Total deductions$18,212
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$2,685
Bad debts$0
Interest$0
Taxes and licenses$4,956
Charitable contributions$0
Depreciation$1,631
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$8,940
Unrelated business taxable income$-10,042
Unrelated business taxable income before net operating loss deduction$-10,042
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$-10,042
Specific deduction$1,000
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Alberta Hale Land Trust to others? (optional)
  
Add photo of Alberta Hale Land Trust (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1San Benito Agricultural Land TrustPO BOX 549, Tres Pinos, CA 95075-0549CA1994-12$3,005
2Piedmont Environmental Council45 Horner St, Warrenton, VA 20186-3415VA1973-05$9,514,492
3Cherokee Ranch And Castle Foundation6113 Daniels Park Rd, Sedalia, CO 80135-8716CO1997-05$1,372,011
4Agricultural Stewardship Association2531 State Route 40, Greenwich, NY 12834-2301NY1992-02$954,665
5Connemara Conservancy Foundation1314 W Mcdermott Ste 106-812, Allen, TX 75013-3021TX1982-11$677,455
6Pigeon Key FoundationPO BOX 500130, Marathon, FL 33050-0130FL1993-04$651,161
7Interstate Land Management Corporation1837 S 2nd St, Philadelphia, PA 19148-1946PA1992-11$633,518
8Community Voice Channel105 Notch Rd, Bolton, CT 06043-7400CT1991-07$300,626
9Cove Point Natural Heritage Trust IncPO BOX 336, Lusby, MD 20657-0336MD1995-10$300,454
10Bucks County Horse ParkPO BOX 386, Revere, PA 18953-0386PA1991-11$284,994
11Circle E W Ranch Conservancy FoundationPO BOX 648, Jackson, WY 83001-0648WY1996-12$253,716
12Alabama Coastal Heritage Tr1911 Government St, Mobile, AL 36606-1625AL1995-09$236,128
13Mill Springs Battlefield Association IncPO BOX 282, Nancy, KY 42544-0282KY1994-02$212,603
14Passumpsic Valley Land Trust, Gerardi Leonard TPO BOX 64, St Johnsbury, VT 05819-0064VT1994-03$175,351
15Mammoth Cave Resourse Conservation And Development Area IncPO BOX 73, Park City, KY 42160-0073KY1993-02$162,398
16Blackfoot Valley Ranch Foundation1313 175th St, Homewood, IL 60430-4606IL1997-06$119,000
17North County Land Trust Inc325 Lindell Ave, Leominster, MA 01453-5414MA1994-05$115,758
18Howfirma Tr, Van Bokkelen James Ttee45 Hilldale Ave, South Hampton, NH 03827-3513NH1997-03$93,070
19Alberta Hale Land TrustPO BOX 57, Volcano, CA 95689-0057CA1995-11$46,708
20Gilbert Yamashiro Lund Foundation, Gyl Foundation14916 Eagle Ridge Dr, Forest Ranch, CA 95942-9707CA1995-10$3,000
Number of organizations performing similar types of work
Alaska1
Alabama2
California8
Colorado4
Connecticut3
Delaware1
Florida1
Georgia1
Hawaii1
Iowa2
Idaho1
Illinois3
Indiana1
Kentucky3
Louisiana2
Massachusetts7
Maryland3
Maine3
Minnesota4
Missouri2
North Carolina2
Nebraska1
New Hampshire3
New Jersey3
New York7
Ohio4
Oklahoma1
Oregon3
Pennsylvania4
Rhode Island1
South Carolina1
South Dakota1
Texas1
Virginia5
Vermont2
Washington3
Wisconsin2
West Virginia1
Wyoming2
International1
Total101

faqs.org is not associated with, endorsed by, or sponsored by Alberta Hale Land Trust and has no official or unofficial affiliation with Alberta Hale Land Trust