George F Dales Foundation, Reed James E Ttee in Lafayette, 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
| George F Dales Foundation, Reed James E Ttee | |
| Employer Identification Number (EIN) | 686083929 |
| Name of Organization | George F Dales Foundation |
| Secondary Name | Reed James E Ttee |
| Address | 3433 Golden Gate Way Ste C, Lafayette, CA 94549-4582 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 09/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,000 |
| Amount of Income | $4,649 |
| Form 990 Revenue Amount | $4,649 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets 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 | $732 | $732 | $732 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $717 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $15 | |||
| Total expenses and disbursements | $5,080 | $80 | $80 | $5,080 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $80 | $80 | $80 | |
| Contributions, gifts, grants paid | $5,000 | |||
| Excess of revenue over expenses and disbursements | $-4,350 | |||
| Net investment income | $652 | |||
| Adjusted net income | $652 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $20,927 | $0 |
| Cash - non-interest-bearing | $1,661 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $19,256 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $10 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $20,927 | |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Amount to be credited to 2012 estimated tax | $0 |
| 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 | $18,250 |
| Net value of noncharitable-use assets | $18,060 |
| Minimum investment return | $903 |
| Distributable Amount (for 2011) | |
| Distributable amount | $903 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $903 |
| 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 | George And Patty Ogino Family Foundation | 19675 Montauk Dr, Saratoga, CA 95070-5528 | CA | 2006-04 | $4,001 |
| 2 | George And Reva Graziadio Foundation | 5501 Keokuk Ave, Woodland Hls, CA 91367-5521 | CA | 1999-01 | $2,042,792 |
| 3 | George And Rosella Familian Foundation | 14475 Ventura Blvd 225, Sherman Oaks, CA 91423-2606 | CA | 1950-04 | $109,184 |
| 4 | George And Ruth Bradford Foundation | PO BOX 720, Ukiah, CA 95482-0720 | CA | 1987-04 | $287,005 |
| 5 | George B Page Foundation | PO BOX 1299, Santa Barbara, CA 93102-1299 | CA | 1965-01 | $2,607,769 |
| 6 | George Barrie Iv Charitable Foundation Tr 112090, Landry Edward A Co-Ttee | 1707 San Vicente Blvd, Santa Monica, CA 90402-2306 | CA | 1992-02 | $36,353 |
| 7 | George Berci Scholarship Foundation | 11300 W Olympic Blvd, Los Angeles, CA 90064-1637 | CA | 2001-04 | $2,000 |
| 8 | George C And Hazel H Reeder Heritage Foundation | 5111 Benito Street, Montclair, CA 91763 | CA | 2005-02 | $17,414 |
| 9 | George C Huangand Margaret J Huang Charitable Foundation | 12500 Barley Hill Rd, Los Altos, CA 94024-5211 | CA | 1998-11 | $5,713 |
| 10 | George Dock Society For The History Of Medicine | 1151 Oxford Road, San Marino, CA 91108 | CA | 1981-10 | $0 |
| 11 | George F Dales Foundation, Reed James E Ttee | 3433 Golden Gate Way Ste C, Lafayette, CA 94549-4582 | CA | 1993-09 | $4,649 |
| 12 | George Gittelson Residuary Trust A U/W Nect | PO BOX 60078, Los Angeles, CA 90060-0078 | CA | 1977-10 | $300,606 |
| 13 | George H Sandy Foundation | PO BOX 45174, San Francisco, CA 94145-0174 | CA | 1963-01 | $5,171,471 |
| 14 | George H Walker Tr, Dubrow Eli B Et Al Ttee | 1055 W Seventh St 29th Fl, Los Angeles, CA 90017-2577 | CA | 2005-11 | $749,889 |
| 15 | George Hoag Family Foundation | 2665 Main St Ste 220, Santa Monica, CA 90405-4054 | CA | 1941-03 | $10,857,831 |
| 16 | George Hornstein Family Foundation | 7055 Elverton Dr, Oakland, CA 94611-1111 | CA | 1987-01 | $24,555 |
| 17 | George Huckabaa Jr Little League | PO BOX 40, Highland, CA 92346-0040 | CA | 2007-12 | $115,561 |
| 18 | George Ignatius Foundation 4150 Crocker Center | 800 Wilshire Blvd 15th Floor, Los Angeles, CA 90017-2604 | CA | 1976-09 | $1,133,894 |
| 19 | George J Triplett Fbo Salvation Army 12167950 | PO BOX 45174, San Francisco, CA 94145-0174 | CA | 1973-04 | $161,073 |
| 20 | George Kelly Parent Faculty Alliance | 535 Mabel Josephine Dr, Tracy, CA 95377-6645 | CA | 2008-05 | $67,484 |
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