Dally Family Foundation in San Diego, 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
- Organizations performing similar types of work
| Dally Family Foundation | |
| Employer Identification Number (EIN) | 800491019 |
| Name of Organization | Dally Family Foundation |
| In Care of Name | Richard H Dally |
| Address | R Dally 9126 Hadley Pl, San Diego, CA 92126 |
| Subsection | Charitable Organization |
| Ruling Date | 05/2010 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $178,036 |
| Amount of Income | $14,796 |
| Form 990 Revenue Amount | $13,976 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations |
Non-representatives - add comments:
Amount of income in 2012: $14,796 (it was $13,976 in 2011)
| Dally Family Foundation: | $14,796 |
| Other organizations performing similar types of work: | $107,502 |
Assets in 2012: $178,036 (it was $175,607 in 2011)
| Dally Family Foundation: | $178,036 |
| Other organizations performing similar types of work: | $322,766 |
Expenses in 2012: $11,025
| Dally Family Foundation: | $11,025 |
| Other organizations performing similar types of work: | $58,249 |
Income to expenses ratio in 2012: 1.3
| This organization: | 1.3 |
| Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2012: 0.0%
| Dally Family Foundation: | 0.0% |
| Other organizations performing similar types of work: | 98.7% |
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 | $14,796 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $14,796 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $11,025 | $0 | $0 | $11,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $25 | $0 | $0 | |
| Contributions, gifts, grants paid | $11,000 | |||
| Excess of revenue over expenses and disbursements | $3,771 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $178,036 | $178,036 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $159,073 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $18,963 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $178,036 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The California Wellness Foundation | 6320 Canoga Ave Ste 1700, Woodland Hls, CA 91367-2565 | CA | 1991-09 | $259,961,151 |
| 2 | Walter J & Betty C Zable Foundation, Warren Magill | PO BOX 85587, San Diego, CA 92186-5587 | CA | 1997-08 | $56,343,185 |
| 3 | The@june Foundation | 5150 Overland Ave, Culver City, CA 90230-4914 | CA | 1999-09 | $34,578,722 |
| 4 | Harman Family Foundation, Jane Harman Ttee | 10390 Santa Monica Blvd Ste 360, Los Angeles, CA 90025-6915 | CA | 2011-10 | $23,320,560 |
| 5 | Elizabeth E Bettelheim Family Foundation | 30 Rincon Rd, Kensington, CA 94707-1026 | CA | 2013-12 | $9,514,591 |
| 6 | Union Bank Foundation, 6700010220 | PO BOX 45174, San Francisco, CA 94145-0174 | CA | 2007-02 | $8,003,423 |
| 7 | Lily Lai Foundation | 4227 Mancilla Ct, San Diego, CA 92130-2203 | CA | 2011-02 | $5,256,501 |
| 8 | Fineberg Foundation, Rodney A Chase Ttee | 11812 San Vicente Blvd Ste 500, Los Angeles, CA 90049-5081 | CA | 2011-01 | $4,899,052 |
| 9 | Cj Berry Foundation | 1484 Pollard Rd Ste 406, Los Gatos, CA 95032-1031 | CA | 2010-11 | $3,973,440 |
| 10 | Incredible Childrens Art Network, Edward Rossi Ttee | 222 E Canon Perdido St, Santa Barbara, CA 93101-2283 | CA | 2006-08 | $3,820,991 |
| 11 | Kayne Anderson Capital Advisors Foundation | 1800 Avenue Of The Stars No 3rd Fl, Los Angeles, CA 90067-4201 | CA | 2012-02 | $3,067,442 |
| 12 | Qualcomm Charitable Foundation | 5775 Morehouse Dr, San Diego, CA 92121-1714 | CA | 2011-04 | $3,004,783 |
| 13 | Vincent J Coates Foundation | 237 Rigg St, Santa Cruz, CA 95060-4204 | CA | 2000-12 | $2,594,478 |
| 14 | Innovate Family Foundation | PO BOX 218, Palo Alto, CA 94302-0218 | CA | 2013-12 | $2,455,282 |
| 15 | Chegg Foundation | 3990 Freedom Cir, Santa Clara, CA 95054-1204 | CA | 2014-12 | $1,628,830 |
| 16 | Susan & Bruce Worster Foundation | 11271 Magdalena Rd, Los Altos, CA 94024-5140 | CA | 2001-05 | $1,536,155 |
| 17 | Jenerosity Foundation | 2127 Broderick St, San Francisco, CA 94115-1627 | CA | 2011-11 | $1,418,004 |
| 18 | Doss Foundation | 1700 Cesar E Chavez Ave Ste 2400, Los Angeles, CA 90033-2474 | CA | 2012-08 | $1,170,813 |
| 19 | Smothrich Family Foundation | 310 Hilgard Ave, Los Angeles, CA 90024-2519 | CA | 2000-08 | $1,156,339 |
| 20 | Zacky Family Foundation Inc | C/O 11900 W Olympic Blvd, Los Angeles, CA 90064 | CA | 2014-09 | $1,085,236 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 3,013 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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