Dick Bruhn Charitable Foundation in Monterey, 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
| Dick Bruhn Charitable Foundation | |
| Employer Identification Number (EIN) | 770417254 |
| Name of Organization | Dick Bruhn Charitable Foundation |
| In Care of Name | Leslie Bruhn |
| Address | PO BOX 349, Monterey, CA 93942-0349 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1997 |
| 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 | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $109,056 |
| Amount of Income | $1,891 |
| Form 990 Revenue Amount | $1,721 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2012: $1,891 (it was $7,154 in 2011)
| Dick Bruhn Charitable Foundation: | $1,891 |
| Other organizations performing similar types of work: | $120,021 |
Assets in 2012: $109,056 (it was $107,449 in 2011)
| This organization: | $109,056 |
| Other organizations performing similar types of work: | $470,342 |
Expenses in 2012: $114
| This organization: | $114 |
| Other organizations performing similar types of work: | $61,754 |
Income to expenses ratio in 2012: 16.6
| This organization: | 16.6 |
| Other organizations performing similar types of work: | 2.0 |
Revenue 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 | $1,721 | $1,891 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $9 | |||
| Dividends and interest from securities | $1,882 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $114 | $114 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $114 | $114 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $1,607 | |||
| Net investment income | $1,777 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $109,056 | $109,059 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $90,299 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $18,757 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $109,056 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-170 |
| 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 | $36 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $36 |
| 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 | $104,489 |
| Net value of noncharitable-use assets | $102,920 |
| Minimum investment return | $5,146 |
| Distributable Amount (for 2012) | |
| Distributable amount | $5,110 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $5,110 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $5,110 |
| 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 | Stover Foundation 09-19-96 | 1375 Grand Ave, Piedmont, CA 94610-1075 | CA | 1997-09 | $6,779,984 |
| 2 | Tulley And Elise Friedman Fund | 65 Raycliff Ter, San Francisco, CA 94115-1108 | CA | 1997-08 | $3,477,678 |
| 3 | The@christine Zecca Foundation C/O Christine Zecca | 5 Marion Ave, Sausalito, CA 94965-2521 | CA | 1997-12 | $3,270,597 |
| 4 | Samueli Foundation | 2101 E Pch 300, Corona Del Mar, CA 92625 | CA | 1997-06 | $2,568,360 |
| 5 | Wm Knight Russell Family Foundation | 8 Canyon Fairway Dr, Newport Beach, CA 92660-5916 | CA | 1996-10 | $1,892,999 |
| 6 | V O Smith Family Foundation | 2308 Tree Creek Pl, Danville, CA 94506-2064 | CA | 1998-11 | $1,340,044 |
| 7 | Steven Gordon Family Foundation | 9990 Santa Monica Blvd, Beverly Hills, CA 90212-1607 | CA | 1997-12 | $1,297,001 |
| 8 | Strauss Family Foundation | 7887 Revelle Dr, La Jolla, CA 92037-3539 | CA | 1998-03 | $1,064,705 |
| 9 | The Irma Penniman Kahn Conservation Education Foundation Inc, Kahn Irma P Ttee | PO BOX 1899, Modesto, CA 95353-1899 | CA | 1998-04 | $1,049,030 |
| 10 | Stephen Harold Schimmel Foundation | 8 Archipelago Dr, Newport Coast, CA 92657-2106 | CA | 1995-09 | $836,827 |
| 11 | Sanders Family Foundation | 10100 Sunbrook Dr, Beverly Hills, CA 90210-2032 | CA | 1997-06 | $668,282 |
| 12 | The@bradford & Lauren Koenig Foundation | C/O Seiler Llp, Redwood City, CA 94065 | CA | 1998-05 | $634,668 |
| 13 | Solomon R & Rebecca D Baker Foundation Inc | 614 N Alpine Dr, Beverly Hills, CA 90210-3304 | CA | 1997-02 | $633,226 |
| 14 | The Steven And Lottie Walker Family Foundation | 6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960 | CA | 1987-05 | $536,523 |
| 15 | Sinder Family Foundation | 6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960 | CA | 1987-08 | $319,311 |
| 16 | Ruth & Sonny Singer Foundation | 6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960 | CA | 1992-05 | $272,445 |
| 17 | The Golden Charitable Foundation Trust, Krider Richard Co Ttee | 100 Clock Tower Pl Ste 120, Carmel, CA 93923-8771 | CA | 1998-03 | $270,093 |
| 18 | Urbanek Family Foundation | 180 Harbor Dr Ste 205, Sausalito, CA 94965-2842 | CA | 1997-05 | $259,803 |
| 19 | Suzie S Thorn Family Foundation | 1242 Market St Fl 5, San Francisco, CA 94102-4814 | CA | 1997-05 | $247,952 |
| 20 | Shirley And Burt Harris Family Foundation | 6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960 | CA | 1990-10 | $238,463 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 2,744 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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