Ernest And Lola Poll Trust in Orinda, 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
| Ernest And Lola Poll Trust | |
| Employer Identification Number (EIN) | 686037921 |
| Name of Organization | Ernest And Lola Poll Trust |
| In Care of Name | Gbs |
| Address | 15 Southwood Ct, Orinda, CA 94563-3009 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1990 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $222,247 |
| Amount of Income | $2,049 |
| Form 990 Revenue Amount | $2,049 |
Non-representatives - add comments:
Expenses for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $2,049 | $2,049 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $2,049 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $33,892 | $0 | $0 | $27,106 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $6,786 | $0 | $0 | |
| Contributions, gifts, grants paid | $27,106 | |||
| Excess of revenue over expenses and disbursements | $-31,843 | |||
| Net investment income | $2,049 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $222,247 | $222,247 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $222,247 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $222,247 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $20 |
| Total credits and payments | $275 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $275 |
| 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 |
| Overpayment | $255 |
| Amount to be credited to 2012 estimated tax | $255 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $238,168 |
| Net value of noncharitable-use assets | $234,600 |
| Minimum investment return | $11,730 |
| Distributable Amount (for 2011) | |
| Distributable amount | $11,710 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $11,710 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Erik Karishoej Education Foundation | 725 Sanborn Rd, Yuba City, CA 95993-6035 | CA | 2006-10 | $144,629 |
| 2 | Erika Whitmore Godwin Foundation | 15332 Antioch St Ste 147, Pacific Plsds, CA 90272-3628 | CA | 2004-02 | $93,059 |
| 3 | Eris And Larry Field Family Foundation | 433 N Camden Dr Ste 820, Beverly Hills, CA 90210-4412 | CA | 1984-05 | $1,200,000 |
| 4 | Eritrean Community Cultural Civic Center Inc | 955 W Grand Ave, Oakland, CA 94607-3459 | CA | 2008-12 | $839,814 |
| 5 | Eritrean Community Services Of San Diego | 4935 El Cajon Blvd, San Diego, CA 92115-4640 | CA | 1991-07 | $46,894 |
| 6 | Erlene Troth Skeet Trust | 2011 O Ave, National City, CA 91950-6033 | CA | 1991-06 | $-343 |
| 7 | Ernest & Stella Chan Foundation | 16402 Monte Cristo Dr, Hacienda Hts, CA 91745-6521 | CA | 2002-02 | $12,500 |
| 8 | Ernest And Bonnie Beutler Foundation | 2707 Costebelle Dr, La Jolla, CA 92037-3518 | CA | 1993-07 | $263,858 |
| 9 | Ernest And Doris Goodman Charitable Foundation | 13900 Hartsook St, Sherman Oaks, CA 91423-1210 | CA | 1982-04 | $36,667 |
| 10 | Ernest And Irma Rose Foundation | 18101 Von Karman Ave Ste 700, Irvine, CA 92612-0145 | CA | 2004-05 | $1,284,380 |
| 11 | Ernest And Lola Poll Trust | 15 Southwood Ct, Orinda, CA 94563-3009 | CA | 1990-08 | $2,049 |
| 12 | Ernest Clark Iverson Foundation Inc | 791 Juniper St, Nipomo, CA 93444-9295 | CA | 1997-01 | $233,436 |
| 13 | Ernest E Pestana Charitable Foundation Inc | 360 Kiely Boulevard, San Jose, CA 95129-1347 | CA | 2003-02 | $249,015 |
| 14 | Ernest F Debose Memorial Scholarship Foundation | Po Box 668, Fairfield, CA 94533 | CA | 2008-10 | $0 |
| 15 | Ernest Gallo 1977 Educational Trust | PO BOX 1130, Modesto, CA 95353-1130 | CA | 1977-10 | $40,001 |
| 16 | Ernest Gallo Clinic & Research Center | 5980 Horton St Ste 370, Emeryville, CA 94608-2058 | CA | 1980-12 | $17,787,662 |
| 17 | Ernest Gallo Foundation | PO BOX 1130, Modesto, CA 95353-1130 | CA | 1958-09 | $13,807,350 |
| 18 | Ernest Lieblich Foundation | 221 S Figueroa St Ste 400, Los Angeles, CA 90012-3760 | CA | 1999-08 | $92,107 |
| 19 | Ernest Prete Jr Foundation | 16530 Ventura Blvd Ste 306, Encino, CA 91436-4595 | CA | 1991-11 | $1,280,675 |
| 20 | Ernestine C Reems Academy Of Technology And Arts | 8425 Macarthur Blvd, Oakland, CA 94605-3553 | CA | 2002-09 | $2,498,469 |
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