Herbert R & Loreen K Jacobson Foundation in Rancho Mirage, 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
| Herbert R & Loreen K Jacobson Foundation | |
| Employer Identification Number (EIN) | 431122934 |
| Name of Organization | Herbert R & Loreen K Jacobson Foundation |
| In Care of Name | James H Kaplan Jr |
| Address | 36726 Nancy Ln, Rancho Mirage, CA 92270-2383 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1978 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 10/2012 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $270,045 |
| Amount of Income | $10,589 |
| Form 990 Revenue Amount | $10,589 |
Non-representatives - add comments:
Revenue 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 | $10,589 | $10,589 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $4 | |||
| Dividends and interest from securities | $10,585 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $5,214 | $0 | $0 | $5,214 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $0 | $0 | $0 | |
| Contributions, gifts, grants paid | $5,214 | |||
| Excess of revenue over expenses and disbursements | $5,375 | |||
| Net investment income | $10,589 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $270,045 | $282,939 |
| Cash - non-interest-bearing | $15,045 | |
| Investments-U.S. and state government obligations | $255,000 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $270,045 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $212 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $212 |
| 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 | $274,961 |
| Net value of noncharitable-use assets | $270,840 |
| Minimum investment return | $13,542 |
| Distributable Amount (for 2012) | |
| Distributable amount | $13,330 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $13,330 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $12,097 |
| 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 | Heraldos De La Pas Co | 15970 San Jose Ave, La Puente, CA 91744-4545 | CA | 2004-11 | $391,074 |
| 2 | Heramb Charitable Foundation | 6645 Norman Ln, San Diego, CA 92120-3948 | CA | 2006-03 | $17,948 |
| 3 | Herbalife Family Foundation | 800 W Olympic Blvd Ste 406, Los Angeles, CA 90015-1367 | CA | 2005-01 | $5,326,028 |
| 4 | Herbert & Gertrude Latkin Charitable Foundation Tr 043091 | PO BOX 45174, San Francisco, CA 94145-0174 | CA | 1992-04 | $1,584,794 |
| 5 | Herbert & Gertrude Latkin Scholarship Fund Tr 043091, Berryhill John A Ttee | PO BOX 257, Summerland, CA 93067-0257 | CA | 1992-05 | $2,660 |
| 6 | Herbert And Marigrace Boyer Foundation | 101 Larkspur Landing Cir Ste 221, Larkspur, CA 94939-1750 | CA | 1987-11 | $1,044,209 |
| 7 | Herbert C & Alberta Evans Family Foundation Inc | 7014 Alverstone Ave, Los Angeles, CA 90045-1302 | CA | 2000-10 | $1,102 |
| 8 | Herbert Family Foundation | 2301 San Joaquin Hills Rd, Corona Dl Mar, CA 92625-1113 | CA | 2004-03 | $1,354,623 |
| 9 | Herbert Gray Hills Fund | 16 Miller Ave Ste 202, Mill Valley, CA 94941-1950 | CA | 1960-09 | $5,456 |
| 10 | Herbert K Yee & Inez F Yee Foundation | 1301 Normandy Ln, Sacramento, CA 95822-1622 | CA | 1996-06 | $267,957 |
| 11 | Herbert R & Loreen K Jacobson Foundation | 36726 Nancy Ln, Rancho Mirage, CA 92270-2383 | CA | 1978-03 | $10,589 |
| 12 | Herbert R Mayer And Jeanne C Mayer Foundation | 14954 Greenleaf St, Sherman Oaks, CA 91403-4003 | CA | 1996-12 | $10,174 |
| 13 | Herbert W & Jeanne A Justin Foundation | 2857 Lincoln Ave, Alameda, CA 94501-3068 | CA | 2001-04 | $49,622 |
| 14 | Herbst Foundation Inc | 30 Van Ness Ave Ste 3600, San Francisco, CA 94102-6065 | CA | 1963-04 | $14,203,983 |
| 15 | Hercules Chamber Of Commerce | PO BOX 5283, Hercules, CA 94547-5283 | CA | 1995-12 | $34,029 |
| 16 | Hercules Community Library Foundation Inc | 109 Civic Drive, Hercules, CA 94547 | CA | 2004-07 | $0 |
| 17 | Hercules Music Boosters Assocation | 1900 Refugio Valley Rd, Hercules, CA 94547-1554 | CA | 2004-12 | $79,164 |
| 18 | Hercules Senior Housing Inc | 600 California St Ste 900, San Francisco, CA 94108-2706 | CA | 1999-07 | $19,088 |
| 19 | Hercules Titans Boosters Club | Po Box 5573, Hercules, CA 94547 | CA | 2003-03 | $24,341 |
| 20 | Herd Community Development Corporation | PO BOX 881329, Los Angeles, CA 90009-7329 | CA | 2001-01 | $318,210 |
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