Marjorie Mosher Schmidt Foundation in Carlsbad, 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
| Marjorie Mosher Schmidt Foundation | |
| Employer Identification Number (EIN) | 956047798 |
| Name of Organization | Marjorie Mosher Schmidt Foundation |
| Address | PO BOX 1815, Carlsbad, CA 92018-1815 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1957 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2010 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $6,948,532 |
| Amount of Income | $1,035,989 |
| Form 990 Revenue Amount | $207,890 |
Non-representatives - add comments:
Revenue for 2010
Expenses for 2010
Assets for 2010
| Analysis of Revenue and Expenses (for 2010) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $207,890 | $187,687 | $0 | |
| Contributions, gifts, grants, etc., received | $89,618 | |||
| Interest on savings and temporary cash investments | $74 | |||
| Dividends and interest from securities | $187,613 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $428,969 | $43,455 | $0 | $382,652 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $53,069 | $43,455 | $6,752 | |
| Contributions, gifts, grants paid | $375,900 | |||
| Excess of revenue over expenses and disbursements | $-221,079 | |||
| Net investment income | $144,232 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2010) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $6,948,532 | $7,335,697 |
| Cash - non-interest-bearing | $55,082 | |
| Investments-U.S. and state government obligations | $683,659 | |
| Investments-corporate stock | $4,646,788 | |
| Investments-corporate bonds | $824,938 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $332,964 | |
| Other | $405,101 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $6,948,532 | |
| Capital Gains and Losses for Tax on Investment Income (for 2010) | |
| Capital gain net income | $0 |
| Net capital loss | $-69,415 |
| Excise Tax Based on Investment Income (for 2010) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $1,442 |
| Total credits and payments | $11,203 |
| 2010 estimated tax payments and 2009 overpayment credited to 2010 | $11,203 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Overpayment | $9,761 |
| Amount to be credited to 2011 estimated tax | $9,761 |
| Statements Regarding Activities (for 2010) | |
| 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 2010 or the taxable year beginning in 2010? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2010) | |
| 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? | Yes |
| 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 2010, did the foundation have any undistributed income for tax year(s) beginning before 2010? | 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 2010) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $7,159,554 |
| Net value of noncharitable-use assets | $7,052,160 |
| Minimum investment return | $352,608 |
| Distributable Amount (for 2010) | |
| Distributable amount | $351,166 |
| Undistributed Income (for 2010) | |
| Distributable amount for 2010 | $351,166 |
| Undistributed income for 2010. This amount must be distributed in 2011 | $0 |
| Private Operating Foundations (for 2010) | |||||
| 2010 | 2009 | 2008 | 2007 | 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Ackright Premier Sports Inc in San Dimas, CA
 |
|
Trust Funds Inc in San Francisco, CA
|
| Foothill High School Super Boosters Club in Santa Ana, CA |
Hoi Bac Ai Phanxico Franciscan Charity Inc in San Francisco, CA
 |
|
Cuddlybear Thrift Store Inc in Fortuna, CA
|
Apostle Paul Ministries in Hayward, CA
 |
|
Adat Ari El in N Hollywood, CA
|
| Iglesia De Jesucristo Palabra-Miel in El Cajon, CA |
|
Nze Foundation in Vista, CA
|
|
Sgi-Usa Endowment in Santa Monica, CA
|
| Other organizations in California | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Mariposa Youth Football | PO BOX 2098, Mariposa, CA 95338-2098 | CA | 2008-08 | $61,584 |
| 2 | Mariposa-Hunters Point Yacht Club | 405 Terry A Francois Blvd, San Francisco, CA 94158-2108 | CA | 1973-09 | $263,189 |
| 3 | Mariposas Art | Po Box 2784, Santa Cruz, CA 95063 | CA | 1999-04 | $23,983 |
| 4 | Marisa Antonini Foundation | 4904 Los Feliz Blvd, Los Angeles, CA 90027-1739 | CA | 1998-08 | $123,815 |
| 5 | Mariste Limited | 3650 White Alder, Sonoma, CA 95476-8963 | CA | 2005-07 | $0 |
| 6 | Maritime Shoshone Inc | 146 La Grande Ave, Moss Beach, CA 94038-9745 | CA | 2001-10 | $37,678 |
| 7 | Maritimo Sport Club | PO BOX 353, Santa Clara, CA 95052-0353 | CA | 1994-01 | $27,856 |
| 8 | Marjaree Mason Center Inc | 1600 M St, Fresno, CA 93721-1122 | CA | 1942-12 | $3,890,608 |
| 9 | Marjorie And Edward Illig Family Foundation | 3848 Hampstead Rd, La Canada Flt, CA 91011-3913 | CA | 1996-12 | $136,252 |
| 10 | Marjorie Grant Whiting Center For Humanity Arts And The Environment | PO BOX 8517, Woodland, CA 95776-8517 | CA | 2001-05 | $32,418 |
| 11 | Marjorie Mosher Schmidt Foundation | PO BOX 1815, Carlsbad, CA 92018-1815 | CA | 1957-07 | $1,035,989 |
| 12 | Marjorie S K Kimura Memorial Education Fund For Women | 1137 Cambria Way, Encinitas, CA 92024-1346 | CA | 1997-03 | $250 |
| 13 | Mark 16 15 International | 6391 Leisure Town Rd, Vacaville, CA 95687-9405 | CA | 2002-07 | $47,507 |
| 14 | Mark 4 Ministries | 11241 Platte Dr, Riverside, CA 92505-2243 | CA | 2006-10 | $3,500 |
| 15 | Mark Alan Sinclair Foundation | 2867 Pradera Rd, Carmel, CA 93923-9719 | CA | 2006-09 | $23,966 |
| 16 | Mark And Dorothy Smith Familyfoundation | 2011 Js Broadway, Santa Maria, CA 93454-7886 | CA | 2008-10 | $1,352,954 |
| 17 | Mark And Mary Randy Charitable Foudation | 3504 Oakdale Road, Modesto, CA 95357-0726 | CA | 1993-06 | $18,000 |
| 18 | Benjamin Family Foundation | 3029 Wilshire Blvd Ste 200, Santa Monica, CA 90403-2364 | CA | 1986-09 | $828,352 |
| 19 | Mark Chapin Johnson Foundation | PO BOX 3088, Mission Viejo, CA 92690-1088 | CA | 1991-04 | $76,349 |
| 20 | Mark Chee 2004 Foundation | 325 Arroyo Dr, Encinitas, CA 92024-2619 | CA | 2005-06 | $343,637 |
Organization representatives - add corrected or new information about Marjorie Mosher Schmidt Foundation »
Non-representatives - add comments about Marjorie Mosher Schmidt Foundation»