Daniel H & Barbara L Berry Foundation in Walnut Creek, 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
| Daniel H & Barbara L Berry Foundation | |
| Employer Identification Number (EIN) | 680344504 |
| Name of Organization | Daniel H & Barbara L Berry Foundation |
| In Care of Name | Bbr Llp |
| Address | 1340 Treat Blvd Ste 525, Walnut Creek, CA 94597-7984 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1995 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $154,418 |
| Amount of Income | $79,303 |
| Form 990 Revenue Amount | $9,440 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Philanthropy, Voluntarism, and Grantmaking Foundations (Not Elsewhere Classified) |
Non-representatives - add comments:
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 | $-6,941 | $4,390 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,390 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $54,673 | $1,080 | $0 | $48,760 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $8,673 | $1,080 | $2,760 | |
| Contributions, gifts, grants paid | $46,000 | |||
| Excess of revenue over expenses and disbursements | $-61,614 | |||
| Net investment income | $3,310 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $207,260 | $152,833 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $142,852 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $60,172 | |
| Other | $4,236 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $207,260 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-11,331 |
| 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 | $33 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $33 |
| 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 | $189,956 |
| Net value of noncharitable-use assets | $187,100 |
| Minimum investment return | $9,355 |
| Distributable Amount (for 2012) | |
| Distributable amount | $9,322 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $9,322 |
| 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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| Other organizations in California | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Dancing Sun Foundation | 817 Tamarack Ln, Sunnyvale, CA 94086-8326 | CA | 2000-09 | $17,808 |
| 2 | Cscna Charity Corps Inc | 26 Sunrise, Irvine, CA 92603-3720 | CA | 2000-08 | $161,268 |
| 3 | Dandelion Foundation | 145 Town Center Number 515, Corte Madera, CA 94925-1209 | CA | 2008-12 | $451,461 |
| 4 | Dandelion Nursery School Inc | 941 The Alameda, Berkeley, CA 94707-2316 | CA | 1979-10 | $164,945 |
| 5 | Danem Foundation | 1236 Ashmount Ave, Piedmont, CA 94610-1211 | CA | 1998-10 | $695,946 |
| 6 | Danford Foundation | PO BOX 4609, Foster City, CA 94404-0609 | CA | 1982-09 | $551,378 |
| 7 | Dangerfield Institute Of Urban Problems | 4738 11th Ave, Los Angeles, CA 90043-5437 | CA | 1989-02 | $2,541,449 |
| 8 | Danhakl Fam Foundation | 11111 Santa Monica Blvd Ste 2000, Los Angeles, CA 90025-3354 | CA | 2006-06 | $4,398,794 |
| 9 | Daniel & Rebeca Rosenberg Family Foundation | 255 S Euclid St, Anaheim, CA 92802-1013 | CA | 2006-04 | $49 |
| 10 | Daniel Berdakin Family Foundation | 101 S Rossmore Ave, Los Angeles, CA 90004-3736 | CA | 2006-06 | $1 |
| 11 | Daniel H & Barbara L Berry Foundation | 1340 Treat Blvd Ste 525, Walnut Creek, CA 94597-7984 | CA | 1995-09 | $79,303 |
| 12 | Daniel H & Carolyn C Miller Foundation | 918 Parker St, Berkeley, CA 94710-2429 | CA | 2000-12 | $855 |
| 13 | Daniel H Lee Memorial Scholarship Foundation | 11116 Dulcet Ave, Northridge, CA 91326-2414 | CA | 2003-09 | $1 |
| 14 | Daniel Hernandez Youth Foundation Inc | 5213 Levelside Ave, Lakewood, CA 90712-2223 | CA | 2002-12 | $24,840 |
| 15 | Daniel L & Judith Y Auclair Charitable Foundation | 17900 Rose Orchard Ct, Morgan Hill, CA 95037-3458 | CA | 2000-05 | $4,923 |
| 16 | Daniel Lee Stephenson Family Foundation | 41391 Kalmia St Ste 200, Murrieta, CA 92562-9766 | CA | 2002-01 | $1 |
| 17 | Daniel N Matei Worldwide Ministries | PO BOX 5043, Fullerton, CA 92838-0043 | CA | 1985-12 | $93,918 |
| 18 | Daniel Pearl Foundation | 16161 Ventura Blvd Ste C, Encino, CA 91436-2523 | CA | 2002-03 | $580,076 |
| 19 | Daniel R Martin Family Foundation Inc | 2377 W Shaw Ave Ste 112, Fresno, CA 93711-3438 | CA | 1995-11 | $12,854,118 |
| 20 | Daniel R Parker And Karen N Crossland Family Foundation Inc | PO BOX 22970, San Diego, CA 92192-2970 | CA | 2003-10 | $2,371 |
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