Albert T Quon Charitable Tr, Quon Ronald Ttee in Corona Dl Mar, 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
| Albert T Quon Charitable Tr, Quon Ronald Ttee | |
| Employer Identification Number (EIN) | 026152617 |
| Name of Organization | Albert T Quon Charitable Tr |
| Secondary Name | Quon Ronald Ttee |
| Address | 1921 Galatea Ter, Corona Dl Mar, CA 92625-1815 |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 10/2002 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,431,923 |
| Amount of Income | $206,987 |
| Form 990 Revenue Amount | $-12,028 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $65,794 | $43,697 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $91 | |||
| Dividends and interest from securities | $64,931 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $772 | |||
| Total expenses and disbursements | $77,310 | $365 | $0 | $75,945 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $3,550 | $365 | $2,185 | |
| Contributions, gifts, grants paid | $73,760 | |||
| Excess of revenue over expenses and disbursements | $-11,516 | |||
| Net investment income | $43,332 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,438,658 | $1,676,959 |
| Cash - non-interest-bearing | $152,413 | |
| Investments-U.S. and state government obligations | $390,508 | |
| Investments-corporate stock | $256,778 | |
| Investments-corporate bonds | $638,959 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,438,658 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $772 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $867 |
| Total credits and payments | $1,010 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,010 |
| 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 |
| Tax due | $0 |
| Overpayment | $143 |
| Amount to be credited to 2013 estimated tax | $143 |
| Statements Regarding Activities (for 2012) | |
| 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 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| 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 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | 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 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $1,650,756 |
| Net value of noncharitable-use assets | $1,626,000 |
| Minimum investment return | $81,300 |
| Distributable Amount (for 2012) | |
| Distributable amount | $80,433 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $80,433 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $78,248 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | 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 | Albert And Elaine Borchard Foundation Inc | 22055 Clarendon St Ste 210, Woodland Hls, CA 91367-6355 | CA | 1979-01 | $3,362,503 |
| 2 | Albert And Norma Cooper Charitable Foundation | 38 Urey Ct, Irvine, CA 92617-4045 | CA | 1992-02 | $108,571 |
| 3 | Albert B Nyquist Trust 45w003004 | PO BOX 60078, Los Angeles, CA 90060-0078 | CA | $202,185 | |
| 4 | Albert Chong Kong Charitable Trust | 750 W Alluvial Ave, Clovis, CA 93611-4417 | CA | 1984-05 | $896 |
| 5 | Albert D Seeno Jr Family Foundation | 4021 Port Chicago Hwy, Concord, CA 94520-1122 | CA | 2001-06 | $20,000 |
| 6 | Albert Dixon Memorial Foundation | 695 W 19th St, Costa Mesa, CA 92627-2715 | CA | 2006-06 | $194,367 |
| 7 | Albert Einstein Residence Center | 1935 Wright Street, Sacramento, CA 95825-1187 | CA | 1980-02 | $1,419,943 |
| 8 | Albert J And Mary R Allegretti Foundation | 221 S Figueroa St Ste 400, Los Angeles, CA 90012-3760 | CA | 1999-05 | $22 |
| 9 | Albert L Schultz And Janet A Schultz 1991 Supporting Foundation | 121 Steuart Street, San Francisco, CA 94105-1236 | CA | 1992-05 | $19,410,297 |
| 10 | Albert Parvin Foundation | 11150 W Olympic Blvd Ste 860, Los Angeles, CA 90064-1839 | CA | 1963-04 | $3,385,480 |
| 11 | Albert T Quon Charitable Tr, Quon Ronald Ttee | 1921 Galatea Ter, Corona Dl Mar, CA 92625-1815 | CA | 2002-10 | $206,987 |
| 12 | Albert W & Fay Rossini Memorial Scholarship Fund | 5261 Highway 108, Oakdale, CA 95361 | CA | 2000-04 | $23,866 |
| 13 | Alberta Dupont Bonsal Foundation | 8070 La Jolla Shores Dr Pmb 205, La Jolla, CA 92037-3230 | CA | 2000-09 | $230 |
| 14 | Alberta S Kimball-Mary L Anhaltzer Foundation Inc | 601 California St Ste 1001, San Francisco, CA 94108-2845 | CA | 1986-06 | $2,649,396 |
| 15 | Alberto Mottesi Evangelistic Assoc Inc | 3636 Westminster Ave, Santa Ana, CA 92703-1445 | CA | 1977-05 | $1,224,325 |
| 16 | Albie Aware Inc | 1851 Heritage Ln Ste 299, Sacramento, CA 95815-4923 | CA | 2005-12 | $189,508 |
| 17 | Albion-Little River Volunteer Fire Department Inc | PO BOX 101, Albion, CA 95410-0101 | CA | 1995-03 | $27,039 |
| 18 | Albor Charter School | 1125 E 17th St E 209, Santa Ana, CA 92701-2201 | CA | 2002-12 | $2,821,041 |
| 19 | Alcanzando La Meta | 345 S Hampshire Ave, Los Angeles, CA 90020 | CA | 2006-08 | $32,100 |
| 20 | Alchemia | 1214 College Avenue, Santa Rosa, CA 95404-3963 | CA | 1999-04 | $1,196,173 |
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