Inverlochy Foundation in San Francisco, California (CA)
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 California
| Inverlochy Foundation | |
| Employer Identification Number (EIN) | 946065402 |
| Name of Organization | Inverlochy Foundation |
| In Care of Name | Daniel E Stone |
| Address | PO BOX 590537, San Francisco, CA 94159-0537 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1960 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 09/2011 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $87,031 |
| Amount of Income | $51,910 |
| Form 990 Revenue Amount | $29,373 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
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 | $29,373 | $836 | $0 | |
| Contributions, gifts, grants, etc., received | $28,537 | |||
| Interest on savings and temporary cash investments | $7 | |||
| Dividends and interest from securities | $829 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $38,039 | $0 | $0 | $36,689 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,350 | $0 | $0 | |
| Contributions, gifts, grants paid | $36,689 | |||
| Excess of revenue over expenses and disbursements | $-8,666 | |||
| Net investment income | $836 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $87,031 | $56,478 |
| Cash - non-interest-bearing | $11,117 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $75,914 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $87,031 | |
| 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 | $8 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $8 |
| 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 | $66,903 |
| Net value of noncharitable-use assets | $65,900 |
| Minimum investment return | $3,295 |
| Distributable Amount (for 2011) | |
| Distributable amount | $3,287 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $3,287 |
| 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 California | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Into The Solution Inc | PO BOX 56693, Hayward, CA 94545-6693 | CA | 2009-06 | $358,138 |
| 2 | Intra County Housing Corp | 2 S Coral Cir, Monterey Park, CA 91755-7404 | CA | 1979-01 | $107,640 |
| 3 | Introspect | 369 Main St Ste 209, Salinas, CA 93901-2770 | CA | 2000-02 | $232,064 |
| 4 | Intuit Foundation | 2700 Coast Ave, Mountain View, CA 94043-1140 | CA | 2002-12 | $449,735 |
| 5 | Intuit Scholarship Foundation | 2995 Woodside Rd, Woodside, CA 94062-2443 | CA | $80,001 | |
| 6 | Invalid Veterans & Widows Of Republic Of Vietnam Relief Associa | 6270 Elder Creek Rd, Sacramento, CA 95824 | CA | 2011-01 | $0 |
| 7 | Invalids And Widows Relief Association | 12842 Sungrove St, Garden Grove, CA 92840 | CA | 2009-08 | $0 |
| 8 | Inveneo Inc | 972 Mission St Fl 5, San Francisco, CA 94103-2994 | CA | 2005-10 | $2,439,005 |
| 9 | Inventors Alliance Of Northern California Inc | 22070 Palo Way Suite 4, Palo Cedro, CA 96073 | CA | 2001-06 | $4,705 |
| 10 | Inventors Assistance League Inventors International | 1053 Colorado Blvd Ste G1, Los Angeles, CA 90041-2573 | CA | 1971-06 | $119,642 |
| 11 | Inverlochy Foundation | PO BOX 590537, San Francisco, CA 94159-0537 | CA | 1960-05 | $51,910 |
| 12 | Inverness Foundation 15 Park Ave | PO BOX 382, Inverness, CA 94937-0382 | CA | 1966-05 | $67,313 |
| 13 | Inverness Garden Club | PO BOX 203, Inverness, CA 94937-0203 | CA | 1999-04 | $398,854 |
| 14 | Inverness Yacht Club 12852 Sir Francis Drake Blvd | PO BOX 186, Inverness, CA 94937-0186 | CA | 1977-03 | $273,331 |
| 15 | Investigative Documentaries Educating American Society | 1015 W Clark Ave, Burbank, CA 91506-2003 | CA | 2003-02 | $19,000 |
| 16 | Invisible Children Inc | 961 S 16th St, San Diego, CA 92113-1001 | CA | 2006-08 | $6,576,166 |
| 17 | Involve Youth Inc | 6979 Wise Ct, Carmichael, CA 95608-2059 | CA | 1993-04 | $144,114 |
| 18 | Involvement Inc | 2700 Neilson Way Apt 327, Santa Monica, CA 90405-4013 | CA | 1968-01 | $400 |
| 19 | Inward Bound Healing Journeys Inc | 334 S Patterson Ave Ste 204, Santa Barbara, CA 93111-2400 | CA | 2003-03 | $33,023 |
| 20 | Inyo Child Care Services Inc | 432 N Barlow Ln, Bishop, CA 93514-8046 | CA | 1987-03 | $489,955 |
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