Helen And Charles Ziman Family Foundation in Los Angeles, 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
Helen And Charles Ziman Family Foundation | |
Employer Identification Number (EIN) | 953653797 |
Name of Organization | Helen And Charles Ziman Family Foundation |
Address | 10380 Wilshire Blvd Apt 704, Los Angeles, CA 90024-4745 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 11/1981 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 06/2012 |
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 | $183,518 |
Amount of Income | $4,959 |
Form 990 Revenue Amount | $4,788 |
Non-representatives - add comments:
Revenue 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 | $4,788 | $4,788 | $4,788 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $368 | |||
Dividends and interest from securities | $4,420 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $74,000 | $0 | $0 | $74,000 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $0 | $0 | $0 | |
Contributions, gifts, grants paid | $74,000 | |||
Excess of revenue over expenses and disbursements | $-69,212 | |||
Net investment income | $4,788 | |||
Adjusted net income | $4,788 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $201,564 | $201,564 |
Cash - non-interest-bearing | $151,564 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $50,000 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $201,564 |
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 | $96 |
Total credits and payments | $200 |
2011 estimated tax payments and 2010 overpayment credited to 2011 | $0 |
Exempt foreign organizations-tax withheld at source | $0 |
Tax paid with application for extension of time to file (Form 8868) | $200 |
Backup withholding erroneously withheld | $0 |
Any penalty for underpayment of estimated tax | $0 |
Overpayment | $104 |
Amount to be credited to 2012 estimated tax | $104 |
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 | $236,170 |
Net value of noncharitable-use assets | $232,620 |
Minimum investment return | $11,631 |
Distributable Amount (for 2011) | |
Distributable amount | $11,535 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $11,535 |
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 | Hee Shen Foundation | 1123 Stockton St Apt 3, San Francisco, CA 94133 | CA | 1985-02 | $36,886 |
2 | Heffernan Foundation | 1350 Carlback Ave Ste 200, Walnut Creek, CA 94596-7238 | CA | 2007-09 | $985,076 |
3 | Hegde Foundation Inc | 1948 Ashcroft Ave, Clovis, CA 93611-5216 | CA | 2002-03 | $5,013 |
4 | Hegg Family Foundation | 5051 Romero Way, Fair Oaks, CA 95628-3448 | CA | 2000-11 | $37,058 |
5 | Heights Mutual Water Company Inc | PO BOX 58, Fulton, CA 95439-0058 | CA | 1991-04 | $212,811 |
6 | Heinz R And Alice M Hoenecke Foundation | 7835 Rush Rose Dr Unit 203, Carlsbad, CA 92009-6830 | CA | 1987-06 | $1 |
7 | Heiser Foundation | 1155 W Walnut St, Stockton, CA 95203-1638 | CA | 1960-05 | $39,050 |
8 | Heiskell Bibliographical Foundation | 901 W Valerio St, Santa Barbara, CA 93101-4762 | CA | 1985-04 | $57,522 |
9 | Hejrat Educational Center, Dba Al-Nabi S Masjed | 324 S Dimond Bar Blvd Ste 134, Diamond Bar, CA 91765-1607 | CA | 2005-03 | $331,279 |
10 | Helen & Jack Mccullough Family Foundation | 20887 Michaels Dr, Saratoga, CA 95070-5317 | CA | 2000-05 | $99,993 |
11 | Helen And Charles Ziman Family Foundation | 10380 Wilshire Blvd Apt 704, Los Angeles, CA 90024-4745 | CA | 1981-11 | $4,959 |
12 | Helen And Stuart Over Md Center For Holistic Living | Po Box 764, Nipomo, CA 93444 | CA | 1994-05 | $0 |
13 | Helen And Wil Webster Foundation | 41 E Foothill Blvd Ste 201, Arcadia, CA 91006-2361 | CA | 1997-09 | $45,756,750 |
14 | Helen Ann Buckley Foundation, Kemp James F & Jean Foster Ttees | PO BOX 2229, Sonoma, CA 95476-2229 | CA | 1999-10 | $54,234 |
15 | Helen Delevois Memorial Museum & Library | 90 Gilbert Way, Cotati, CA 94931-5159 | CA | 2001-06 | $435 |
16 | Helen E Black Foundation | PO BOX 6133, Newport Beach, CA 92658 | CA | 1992-05 | $47,708 |
17 | Helen E Danner Trust | PO BOX 201014, Stockton, CA 95201-9014 | CA | 1974-04 | $310,503 |
18 | Helen Franklin Morton Foundation | 402b N Gertruda Ave, Redondo Beach, CA 90277-2948 | CA | 1996-12 | $12,163 |
19 | Helen H Knoll Memorial Foundation Inc, Helen Knoll Foundation | 270 East Douglas, El Cajon, CA 92020 | CA | 2007-03 | $0 |
20 | Helen Ivicevich Ministries Inc | 1059 S Bernardo Ave, Sunnyvale, CA 94087 | CA | 1985-10 | $0 |
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