THE 5801 FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
THE 5801 FOUNDATION (EIN 52-1977528)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-15
IRS object ID
201233209349101068
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)
Timestamp2012-11-15T12:17:29-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN580942047EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Babush Neiman Kornman & Johnson LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line15909 Peachtree Dunwoody Rd Suite 80AddressLine1
CityAtlantaCity
StateGAState
ZIP Code30328ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN521977528EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE 5801 FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name Control5801NameControl
Phone2029665801Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line15801 32ND STREETAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code200151640ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBABARA J FRIEDMANName
TitlePRESIDENTTitle
Phone2029665801Phone
Date Signed2012-11-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameStephen J NadeauName
PTINP00399865PTIN
Phone7702611900Phone
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 EOY289790FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss1172ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss4132DividendsRevAndExpnss
Dividends Net Invst Incm4132DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses5304TotalRevenueAndExpenses
Total Net Investment Income4132TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1172AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm586AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps586AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss150OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm150OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss227OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm227OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1549TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm963TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps586TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss20000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps20000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss21549TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm963TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps20586TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-16245ExcessOfRevenueOverExpenses
Net Investment Income3169NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY49575SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY33330SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV33330SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY597868InvestmentsCorpStockBOY
Investments Corp Stock EOY597868InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV256460InvestmentsCorpStockEOYFMV
Total Assets BOY647443TotalAssetsBOY
Total Assets EOY631198TotalAssetsEOY
Total Assets EOYFMV289790TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY647443CapitalStockBOY
Capital Stock EOY631198CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY647443TotalNetAssetsBOY
Total Net Assets EOY631198TotalNetAssetsEOY
Total Liabilities Net Assets BOY647443TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY631198TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY647443TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-16245ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal631198Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY631198TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year112081QualifyingDistributionsYear1
Noncharitable Assets Year1317143NoncharitableAssetsYear1
Distribution Ratio Year10.038093DistributionRatioYear1
Qualifying Distributions Year20QualifyingDistributionsYear2
Noncharitable Assets Year2266151NoncharitableAssetsYear2
Distribution Ratio Year20.0DistributionRatioYear2
Qualifying Distributions Year320925QualifyingDistributionsYear3
Noncharitable Assets Year3304473NoncharitableAssetsYear3
Distribution Ratio Year30.068725DistributionRatioYear3
Qualifying Distributions Year419000QualifyingDistributionsYear4
Noncharitable Assets Year4387761NoncharitableAssetsYear4
Distribution Ratio Year40.048999DistributionRatioYear4
Qualifying Distributions Year530750QualifyingDistributionsYear5
Noncharitable Assets Year5388998NoncharitableAssetsYear5
Distribution Ratio Year50.079049DistributionRatioYear5
Total Distribution Ratio0.234866TotalDistributionRatio
Average Distribution Ratio0.046973AverageDistributionRatio
Net Noncharitable Assets324074NetNoncharitableAssets
Adjusted Noncharitable Assets15223AdjustedNoncharitableAssets
One Percent Net Investment Income32OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One15255AdjNonchrtblAssetsAndOnePct
Qualifying Distributions20586QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax32InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal32Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income32TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment132EstTaxPaymentsAndOverpayment
Total Credits And Payments132TotalCreditsAndPayments
Overpayment100Overpayment
Amount Credited To Next Year100AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithGAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameBABARA J FRIEDMANBooksInCareOfPersonName
Books In Care Of Phone Number2029665801BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line15801 32ND STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code200151640ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameBARBARA J FRIEDMANPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line15801 32ND STREETAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20015ZIPCode
FieldValueIRS element (for citing)
TitlePRES.Title
Avg Hours Per Wk Devoted To Position0.00AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities271807AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances57202AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets329009TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets329009AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable4935CashDeemedCharitable
Net Noncharitable Assets324074NetNoncharitableAssets
Minimum Investment Return16204MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return16204MinimumInvestmentReturn
Tax Based On Investment Income32TaxBasedOnInvestmentIncome
Total Tax32TotalTax
Distributable Amount Before Adj16172DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded16172DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted16172DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions20586ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions20586QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm32OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions20554AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted16172DistributableAmountAsAdjusted
Undistributed Income Prior Year14962UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions20586QualifyingDistributions
Applied To Year114962AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year5624AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY10548UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
PLANNED PARENTHOOD-WASHINGTON AFFILIATE
1108 16th Street NWWashingtonDC20036NONE501(C)(3)GENERAL OPERATIONS$15,000
SOME (So Others May Eat)
71 O Street NWWashingtonDC20001NONE501(C)(3)GENERAL OPERATIONS$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year20000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$4,132ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$4,132ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA4132TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$1,172Amount
Net Investment Income586NetInvestmentIncome
Disbursements Charitable Prps586DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (7 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
500 SHARES AMERICAN EXPRESS CO2356323585
100 SHARES AMERIPRISE FIN INC33574964
6000 SHS ORACLE CORP181314153900
2750 SHS PFIZER INC12504259510
800 SHS SUNTRUST BANKS, INC5064714160
9 SHS WELLS FARGO & CO NEW1346248
1761 SHS WASHINGTON MUTUAL21259993

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionOTHER EXPENSES-UBSDescription
Revenue And Expenses Per Books227RevenueAndExpensesPerBooks
Net Investment Income227NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryUBS FIN. SVC. - INVESTMENT FEESCategory
Amount$150Amount
Net Investment Income150NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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