Edwards 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
- Other organizations in California
| Edwards Foundation | |
| Employer Identification Number (EIN) | 956054171 |
| Name of Organization | Edwards Foundation |
| In Care of Name | Victoria Hamilton |
| Address | 3548 Bayonne Dr, San Diego, CA 92109-6604 |
| Activities | Other cultural or historical activities, Community Chest, United Way, etc., YMCA, YWCA, YMCA, etc. |
| Subsection | Charitable Organization |
| Ruling Date | 08/1940 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $674,528 |
| Amount of Income | $18,552 |
| Form 990 Revenue Amount | $28,852 |
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 | $-15,087 | $-7,314 | $-32,607 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1,855 | |||
| Dividends and interest from securities | $23,438 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-32,607 | |||
| Total expenses and disbursements | $39,535 | $3,535 | $0 | $39,535 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $3,535 | $3,535 | $3,535 | |
| Contributions, gifts, grants paid | $36,000 | |||
| Excess of revenue over expenses and disbursements | $-54,622 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $692,586 | $701,648 |
| Cash - non-interest-bearing | $4,716 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $321,329 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $366,541 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $692,586 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-7,773 |
| 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 | $724,922 |
| Net value of noncharitable-use assets | $714,040 |
| Minimum investment return | $35,702 |
| Distributable Amount (for 2012) | |
| Distributable amount | $35,702 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $35,702 |
| 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 | Edward M Nagel Foundation | 201 Mission St Ste 2270, San Francisco, CA 94105-1831 | CA | 1993-02 | $628,860 |
| 2 | Edward M Smith Family Art Foundation | PO BOX 314, Rcho Santa Fe, CA 92067-0314 | CA | 1997-01 | $686,740 |
| 3 | Edward Mittelman Memorial Foundation | 1403 Sunnycrest Dr, Fullerton, CA 92835-3750 | CA | 1963-09 | $113,191 |
| 4 | Edward O Thorp Foundation | 8 Skyridge, Newport Coast, CA 92657-1814 | CA | $1 | |
| 5 | Edward R And Elizabeth A Kozel Foundation | 20 Oak Knoll Dr, Healdsburg, CA 95448-3108 | CA | 2001-11 | $163,383 |
| 6 | Edward R Fernandez Foundation | 1676 N California Blvd 3rd Fl, Walnut Creek, CA 94596-4144 | CA | 2008-03 | $1 |
| 7 | The Lucille And Edward R Roybal Foundation Inc | 5251 E Beverly Blvd, Los Angeles, CA 90022-2020 | CA | 1986-06 | $468,957 |
| 8 | Edward Raphael Foundation | 6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960 | CA | 2002-07 | $1,743,268 |
| 9 | Edward S & Elenore M Aslanian Family Foundation | 600 Saint Francis Blvd, San Francisco, CA 94127-2026 | CA | 2000-03 | $5,687 |
| 10 | Edwards Family Foundation | 317 Ramona Rd, Portola Vally, CA 94028-8138 | CA | 1998-12 | $112,000 |
| 11 | Edwards Foundation | 3548 Bayonne Dr, San Diego, CA 92109-6604 | CA | 1940-08 | $18,552 |
| 12 | Edwards Foundation Inc | 950 Tower Ln Ste 790, Foster City, CA 94404-2191 | CA | 1967-11 | $888,868 |
| 13 | Edwards Officers Spouses Club, Eosc | PO BOX 543, Edwards, CA 93523-0543 | CA | 1976-03 | $99,030 |
| 14 | Edwin & Gertrude S Eaton Foundation | PO BOX 75519, Los Angeles, CA 90075-0519 | CA | 1980-07 | $12,802 |
| 15 | Edwin And Dorothy Baker Foundation | 1230 E Wardlow Rd, Long Beach, CA 90807-4833 | CA | 1999-07 | $129,202 |
| 16 | Edwin And Jeanne Woods Family Foundation | 96 Fountainhead Ct, Martinez, CA 94553-4964 | CA | 2004-06 | $1,314,348 |
| 17 | Edwin And Margaret Lee Foundation | 2 Hesketh Ct, Menlo Park, CA 94025-5536 | CA | 2002-07 | $1,592 |
| 18 | Edwin D And Rose Delaney Foundation | 846 Diamond St, Laguna Beach, CA 92651-3410 | CA | 1954-12 | $180,291 |
| 19 | Edwin J Gregson Foundation | PO BOX 660039, Arcadia, CA 91066-0039 | CA | 2001-02 | $327,017 |
| 20 | Edwin M Eaton School Parent-Faculty Club | 1451 E Sierra Ave, Fresno, CA 93710 | CA | 1972-10 | $44,314 |
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