Alan C Stoneman Trust in Fullerton, 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
| Alan C Stoneman Trust | |
| Employer Identification Number (EIN) | 946568003 |
| Name of Organization | Alan C Stoneman Trust |
| Address | 1406 W Roberta Ave, Fullerton, CA 92833-4617 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $65,977 |
| Amount of Income | $3,900 |
| Form 990 Revenue Amount | $6,424 |
Non-representatives - add comments:
Revenue 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 | $3,900 | $2,373 | $2,373 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $850 | |||
| Dividends and interest from securities | $1,523 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,527 | |||
| Total expenses and disbursements | $0 | $0 | $0 | $0 |
| Excess of revenue over expenses and disbursements | $3,900 | |||
| Net investment income | $2,373 | |||
| Adjusted net income | $2,373 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $65,977 | $133,300 |
| Cash - non-interest-bearing | $16,001 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $6,721 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $43,255 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $65,977 | |
| 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 | $47 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $47 |
| Overpayment | $0 |
| 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? | Yes |
| 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 | $129,530 |
| Net value of noncharitable-use assets | $127,580 |
| Minimum investment return | $6,379 |
| Distributable Amount (for 2011) | |
| Distributable amount | $6,332 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $6,332 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $6,332 |
| 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 | Alamo Community Foundation | 271 La Serena Ave, Alamo, CA 94507-2122 | CA | 2008-08 | $0 |
| 2 | Alamo Incorporation Committee | PO BOX 253, Alamo, CA 94507-0253 | CA | 2007-12 | $8,665 |
| 3 | Alamo Pintado Equine Research | PO BOX 387, Los Olivos, CA 93441-0387 | CA | 1992-10 | $2,939,951 |
| 4 | Alamo-Danville Artists Society Inc | PO BOX 1034, Danville, CA 94526-1034 | CA | 1993-09 | $73,507 |
| 5 | Alamosa Park Educational Foundation | 5130 Alamosa Park Dr, Oceanside, CA 92057 | CA | 2004-12 | $0 |
| 6 | Alan & Bonnie Aerts Foundation | 15050 Danielle Pl, Monte Sereno, CA 95030-2136 | CA | 2003-01 | $1 |
| 7 | Alan & Nancy Baer Foundation | 1250 Jones Street, San Francisco, CA 94109-4261 | CA | 1995-07 | $2,527,590 |
| 8 | Alan And Cindra Ladd Family Foundation | 16030 Ventura Blvd Ste 380, Encino, CA 91436-2778 | CA | 2004-04 | $11,541 |
| 9 | Alan And Mary Schulman Family Foundation, Schulman Alan & Mary Cron Ttee | PO BOX 7057, Rcho Santa Fe, CA 92067-7057 | CA | 1999-01 | $284,341 |
| 10 | Alan C And Dorothy I Weinberger Foundation | 10380 Wilshire Boulevard, Los Angeles, CA 90024-4763 | CA | 1999-02 | $1 |
| 11 | Alan C Stoneman Trust | 1406 W Roberta Ave, Fullerton, CA 92833-4617 | CA | $3,900 | |
| 12 | Alan D Wapner Community Foundation | 2733 S Monterey Pl, Ontario, CA 91761-8703 | CA | 2001-03 | $2 |
| 13 | Alan G Lehman And Jane A Lehman Foundation, Lehman Ellen Et Al Ttee | 1132 26th St, Santa Monica, CA 90403-4621 | CA | 2002-11 | $1,750,741 |
| 14 | Alan George Turner Memorial Scholarship Fund Inc | 8869 San Diego Dr, Yucca Valley, CA 92284-6360 | CA | 1979-03 | $58 |
| 15 | Alan I Casden Foundation C/O Loeb And Loeb | 9606 Santa Monica Blvd 3rd Fl, Beverly Hills, CA 90210-4420 | CA | 1979-08 | $6,000 |
| 16 | Alan K And Cledith M Jennings Foundation | PO BOX 111, Penn Valley, CA 95946-0111 | CA | 2000-08 | $149,863 |
| 17 | Alan Shapiro And Elizabeth Shapiro Charitable Foundation Inc | 4532 Del Moreno Dr, Woodland Hls, CA 91364-4638 | CA | 1998-12 | $1,723 |
| 18 | Alana Social Club Of San Bernardino California | 449 W 10th St, Sn Bernrdno, CA 92410-3511 | CA | 1967-07 | $30,578 |
| 19 | Alano Club Mid-Peninsula Inc | 1155 Reed Ave Ste E, Sunnyvale, CA 94086-6864 | CA | 1996-11 | $0 |
| 20 | Alano Club Of Bakersfield | 1001 34th Street, Bakersfield, CA 93301 | CA | 1972-03 | $38,997 |
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