NIKKIS HAVEN FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
NIKKIS HAVEN FOUNDATION (EIN 27-3463397)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-14
IRS object ID
201201359349100850
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-14T09:19:57-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SHIRLEY D BAUMHAUERBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line112065 GODWIN ROADAddressLine1
CityTHEODORECity
StateALState
ZIP Code365827535ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN273463397EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1PILOTS OF GRACE AND SONNYBusinessNameLine1
Business Name Line2FOUNDATIONBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlPILONameControl
Phone2516077810Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 91206AddressLine1
CityMOBILECity
StateALState
ZIP Code366911206ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCURTIS F PILOTName
TitleTRUSTEETitle
Phone2516077810Phone
Date Signed2012-05-07DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameTRAVIS B GOODLOE JRName
Phone2516077723Phone
Date Prepared2012-05-14DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY3812455FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss2250265ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss611InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm611InterestOnSavingsNetInvstIncm
Total Revenue And Expenses2250876TotalRevenueAndExpenses
Total Net Investment Income611TotalNetInvestmentIncome
Legal Fees Rev And Expnss35LegalFeesRevAndExpnss
Legal Fees Net Invst Incm35LegalFeesNetInvstIncm
Taxes Rev And Expnss6591TaxesRevAndExpnss
Taxes Net Invst Incm3TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps6588TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss13652OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm125OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps13527OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss20278TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm163TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps20115TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss38978ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps38978ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss59256TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm163TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps59093TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses2191620ExcessOfRevenueOverExpenses
Net Investment Income448NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY1408082CashBOY
Cash EOY577824CashEOY
Cash EOYFMV577824CashEOYFMV
Other Notes And Loans Receivable900000OtherNotesAndLoansReceivable
Other Notes And Loans Rcvbl EOY900000OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV900000OtherNotesAndLoansRcvblEOYFMV
Land Building And Equipment Basis2334631LandBuildingAndEquipmentBasis
Land Building And Equipment BOY212753LandBuildingAndEquipmentBOY
Land Building And Equipment EOY2334631LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV2334631LandBuildingAndEquipmentEOYFMV
Total Assets BOY1620835TotalAssetsBOY
Total Assets EOY3812455TotalAssetsEOY
Total Assets EOYFMV3812455TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY1620835RetainedEarningsBOY
Retained Earnings EOY3812455RetainedEarningsEOY
Total Net Assets BOY1620835TotalNetAssetsBOY
Total Net Assets EOY3812455TotalNetAssetsEOY
Total Liabilities Net Assets BOY1620835TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY3812455TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1620835TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses2191620ExcessOfRevenueOverExpenses
Subtotal3812455Subtotal
Total Net Assets Fund Balances EOY3812455TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1212753QualifyingDistributionsYear1
Noncharitable Assets Year1693480NoncharitableAssetsYear1
Distribution Ratio Year10.306790DistributionRatioYear1
Total Distribution Ratio0.306790TotalDistributionRatio
Average Distribution Ratio0.306790AverageDistributionRatio
Net Noncharitable Assets1864559NetNoncharitableAssets
Adjusted Noncharitable Assets572028AdjustedNoncharitableAssets
One Percent Net Investment Income4OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One572032AdjNonchrtblAssetsAndOnePct
Qualifying Distributions2180970QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax4InvestmentIncomeExciseTax
Subtotal4Subtotal
Tax Based On Investment Income4TaxBasedOnInvestmentIncome
Tax Due4TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithALStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameTRAVIS B GOODLOEBooksInCareOfPersonName
Books In Care Of Phone Number2516077810BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11055 HILLCREST ROADAddressLine1
Address Line2SUITE F-1AddressLine2
CityMOBILECity
StateALState
ZIP Code36695ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
CURTIS F PILOT
1055 HILLCREST ROADMOBILEAL36695TRUSTEE1.00000
DAWN L PILOT
1055 HILLCREST ROADMOBILEAL36695TRUSTEE0.00000
NIKKI M PILOT
1055 HILLCREST ROADMOBILEAL36695TRUSTEE1.00000
C HUNTER PILOT
1055 HILLCREST ROADMOBILEAL36695TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances992953AvgMonthlyCashBalances
FMV All Other Noncharitable Assets900000FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1892953TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets1892953AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable28394CashDeemedCharitable
Net Noncharitable Assets1864559NetNoncharitableAssets
Minimum Investment Return93228MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return93228MinimumInvestmentReturn
Tax Based On Investment Income4TaxBasedOnInvestmentIncome
Total Tax4TotalTax
Distributable Amount Before Adj93224DistributableAmountBeforeAdj
Distributable Amount Before Ded93224DistributableAmountBeforeDed
Distributable Amount As Adjusted93224DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions59093ExpensesAndContributions
Amounts Paid Acq Charitable Assets2121877AmountsPaidAcqCharitableAssets
Qualifying Distributions2180970QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm4OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions2180966AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted93224DistributableAmountAsAdjusted
Excess Distri Carryover Year1178082ExcessDistriCarryoverYear1
Total Excess Distri Carryover178082TotalExcessDistriCarryover
Qualifying Distributions2180970QualifyingDistributions
Applied To Current Year93224AppliedToCurrentYear
Remaining Distri From Corpus2087746RemainingDistriFromCorpus
Total Corpus2265828TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year2265828ExcessDistriCyovToNextYear
Excess From Year1178082ExcessFromYear1
Excess From Current Year2087746ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameCURTIS F PILOTRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 91206AddressLine1
CityMOBILECity
StateALState
ZIP Code36691ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2516077700RecipientPhoneNumber
Form And Info And MaterialsNONEFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1Address Line2RecipientUSAddress/AddressLine2CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
JH RANCH
402 OFFICE PARK DRIVESUITE 310BIRMINGHAMAL35223501 (C)(3)CONTRIBUTION$13,978
LEGACY SCHOOL OF DISCIPLESHIP
P O BOX 59734BIRMINGHAMAL35259501 (C) (3)CONTRIBUTION$25,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year38978TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Related Or Exempt Function Income611RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Related Or Exempt Function Income611RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA611TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (4 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionTypeNoncash Contribution TypeNoncashContributionType
1CURTIS F PILOT1055 HILLCREST ROAD SUITE F-1MOBILEAL36695125265X
2E GRACE PILOT1055 HILLCREST ROAD SUITE F-1MOBILEAL36695400000X
3PILOT CATASTROPHE SERVICES INCP O BOX 91206MOBILEAL366911325000XX
4CATASTROPHE MANAGEMENT SOLUTIONS INP O BOX 9398MOBILEAL36691400000X

Noncash Property NoncashProperty

FieldValueIRS element (for citing)
Contributor Number From Part I3ContributorNumberFromPartI
Noncash Property DescriptionNOTE RECEIVABLE - JH RANCHNoncashPropertyDescription
Fair Market Value900000FairMarketValue
Date Received2011-12-30DateReceived

Compensation Explanation CompensationExplanation

Compensation Compensation (4 entries)

CURTIS F PILOT
DAWN L PILOT
NIKKI M PILOT
C HUNTER PILOT

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (5 entries)

Description Of PropertyDescriptionOfPropertyDate AcquiredDateAcquiredCost Or Other BasisCostOrOtherBasis
LAND2010-11-18212753
LAND2011-04-07821578
LAND2011-12-09420887
HOUSE - CALIFORNIA2011-11-17324861
HOUSE - BIRMINGHAM2011-05-02552025

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (2 entries)

Category Or ItemCategoryOrItemCost Or Other BasisCostOrOtherBasisBook ValueBookValueEOYFMVEOYFMV
BUILDINGS882886882886882886
145174514517451451745

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGALCategory
Amount$35Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
EXPENSES
BANK CHARGES125125
IINSURANCE1352713527

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort

Name Of501c3 Organization NameOf501c3Organization

FieldValueIRS element (for citing)
Business Name Line1JH RANCHBusinessNameLine1

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
CURTIS F PILOT
P O BOX 91206MOBILEAL36691
E GRACE PILOT
P O BOX 91206MOBILEAL36691
PILOT CATASTROPHE SERVICES INC
P O BOX 91206MOBILEAL36691
CATASTROPHE MANAGEMENT SOLUTIONS I
P O 9398MOBILEAL36691

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountDisbursements Charitable PrpsDisbursementsCharitablePrpsNet Investment IncomeNetInvestmentIncome
PROPERTY TAXES$6,5886588
EXCISE TAX$33

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