Hans & Elizabeth Wolf Foundation in Palo Alto, 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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Other organizations in California
| Hans & Elizabeth Wolf Foundation | |
| Employer Identification Number (EIN) | 046137251 |
| Name of Organization | Hans & Elizabeth Wolf Foundation |
| Address | 895 Mockingbird Ln, Palo Alto, CA 94306-3719 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1966 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $4,650,716 |
| Amount of Income | $1,045,165 |
| Form 990 Revenue Amount | $190,241 |
Non-representatives - add comments:
Revenue for 2012
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 | $199,918 | $107,949 | $0 | |
| Contributions, gifts, grants, etc., received | $91,969 | |||
| Interest on savings and temporary cash investments | $26,722 | |||
| Dividends and interest from securities | $74,602 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $6,625 | |||
| Total expenses and disbursements | $151,306 | $26,812 | $0 | $123,717 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $32,536 | $26,812 | $4,947 | |
| Contributions, gifts, grants paid | $118,770 | |||
| Excess of revenue over expenses and disbursements | $48,612 | |||
| Net investment income | $81,137 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,070,233 | $4,070,233 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $15,129 | |
| Investments-corporate stock | $3,299,160 | |
| Investments-corporate bonds | $620,291 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $35,050 | |
| Other | $100,603 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $4,070,233 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $6,625 |
| Net capital loss | $0 |
| 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 | $1,623 |
| Total credits and payments | $3,720 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,720 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $2,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $2,097 |
| Amount to be credited to 2013 estimated tax | $2,097 |
| 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 | $3,905,662 |
| Net value of noncharitable-use assets | $3,847,080 |
| Minimum investment return | $192,354 |
| Distributable Amount (for 2012) | |
| Distributable amount | $190,731 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $190,731 |
| 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 |
| Unrelated Trade or Business Income (for 2007) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $5,981 | $0 | $598 |
| Gross receipts or sales less returns and allowances | $828 | $0 | $0 |
| Cost of goods sold | $0 | $0 | $0 |
| Gross profit | $8,281 | $0 | $828 |
| Capital gain net income | $0 | $0 | $0 |
| Net gain | $0 | $0 | $0 |
| Capital loss deduction for trusts | $0 | $0 | $0 |
| Income (loss) from partnerships and S corporations | $-2,301 | $15 | $-230 |
| Rent income | $0 | $0 | $0 |
| Unrelated debt-financed income | $0 | $0 | $0 |
| Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
| Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
| Exploited exempt activity income | $0 | $0 | $0 |
| Advertising income | $0 | $0 | $0 |
| Other income | $0 | $0 | $0 |
| Deductions Not Taken Elsewhere (for 2007) | |
| Total deductions | $0 |
| Compensation of officers, directors, and trustees | $0 |
| Salaries and wages | $0 |
| Repairs and maintenance | $0 |
| Bad debts | $0 |
| Interest | $0 |
| Taxes and licenses | $0 |
| Charitable contributions | $0 |
| Depreciation | $0 |
| Depletion | $0 |
| Contributions to deferred compensation plans | $0 |
| Employee benefit programs | $0 |
| Excess exempt expenses | $0 |
| Excess readership costs | $0 |
| Other deductions | $0 |
| Unrelated business taxable income | $0 |
| Unrelated business taxable income before net operating loss deduction | $598 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $598 |
| Specific deduction | $1,000 |
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| Other organizations in California | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Grand National Foundation Inc | 1143 Crane St Ste 200, Menlo Park, CA 94025-4341 | CA | 1972-08 | $106,878 |
| 2 | Grattan After School Program | 165 Grattan St, San Francisco, CA 94117-4208 | CA | 2002-03 | $444,861 |
| 3 | Great Schools | 160 Spear St Ste 1020, San Francisco, CA 94105-1545 | CA | 1999-01 | $7,750,112 |
| 4 | Greenwood Community Church Foundati | PO BOX 56, Elk, CA 95432-0056 | CA | 1995-03 | $19,798 |
| 5 | Greg And Peggy Sarandi Foundation | 18010 Sky Park Cir Ste 150, Irvine, CA 92614-6417 | CA | 2001-02 | $60,000 |
| 6 | Grizzly Creek Ranch | 1321 Garden Hwy, Sacramento, CA 95833-9754 | CA | 2003-03 | $725,511 |
| 7 | Grousbeck Family Foundation | 655 Knight Way, Stanford, CA 94305-7216 | CA | 1991-04 | $29,323,684 |
| 8 | H Russell Smith Foundation | 4675 Macarthur Ct Ste 540, Newport Beach, CA 92660-8813 | CA | 2002-09 | $1,005,504 |
| 9 | Hagopian Family Foundation | 11150 Santa Monica Blvd Ste 1200, Los Angeles, CA 90025-3386 | CA | 1990-05 | $986,487 |
| 10 | Hal And Jeanette Segerstrom Family Foundation | 818 W Bay Ave, Newport Beach, CA 92661-1110 | CA | 2001-02 | $3,159,984 |
| 11 | Hans & Elizabeth Wolf Foundation | 895 Mockingbird Ln, Palo Alto, CA 94306-3719 | CA | 1966-08 | $1,045,165 |
| 12 | Happy Valley Foundation | PO BOX 804, Ojai, CA 93024-0804 | CA | 1949-09 | $7,216,266 |
| 13 | Harbor Rose Lodge | Pob 2772, San Pedro, CA 90731 | CA | 2007-08 | $14,065 |
| 14 | Harding Rock Fund | PO BOX 29903, San Francisco, CA 94129-0903 | CA | 2004-10 | $22,222 |
| 15 | Harlan Family Foundation | 9010 Tollhouse Rd, Clovis, CA 93619-9751 | CA | $728,591 | |
| 16 | Harrington Family Foundation | 105 Fremont Avenue, Los Altos, CA 94022-3929 | CA | 2008-03 | $1,543,257 |
| 17 | Harvest Evangelism Inc | 6472 Camden Ave, San Jose, CA 95120-2852 | CA | 1980-12 | $2,763,908 |
| 18 | Headlands Center For The Arts | 944 Fort Barry, Sausalito, CA 94965-2608 | CA | 1982-09 | $1,470,879 |
| 19 | Heaventunes International | PO BOX 661235, Arcadia, CA 91066-1235 | CA | 1999-08 | $218,351 |
| 20 | Helen Woodward Animal Center | PO BOX 64, Rcho Santa Fe, CA 92067-0064 | CA | 1972-12 | $12,899,828 |
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