James A Milligan Foundation Inc in Poway, 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
| James A Milligan Foundation Inc | |
| Employer Identification Number (EIN) | 952386618 |
| Name of Organization | James A Milligan Foundation Inc |
| In Care of Name | Marc Davis |
| Address | 15654 Riparian Rd, Poway, CA 92064-2256 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $7,014 |
| Amount of Income | $3,551 |
| Form 990 Revenue Amount | $1,250 |
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 | $2,434 | $2,434 | $325 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $68 | |||
| Dividends and interest from securities | $257 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,109 | |||
| Total expenses and disbursements | $3,463 | $793 | $0 | $2,670 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $793 | $793 | $0 | |
| Contributions, gifts, grants paid | $2,670 | |||
| Excess of revenue over expenses and disbursements | $-1,029 | |||
| Net investment income | $1,641 | |||
| Adjusted net income | $325 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $7,014 | $11,052 |
| Cash - non-interest-bearing | $967 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $4,191 | |
| Other | $1,856 | |
| Total liabilities | $351 | |
| Mortgages and other notes payable | $0 | |
| Other | $351 | |
| Total liabilities and net assets/fund balances | $6,663 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,109 |
| 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 | $33 |
| Total credits and payments | $100 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $100 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $67 |
| Amount to be credited to 2013 estimated tax | $67 |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Ackright Premier Sports Inc in San Dimas, CA
 |
|
Trust Funds Inc in San Francisco, CA
|
| Foothill High School Super Boosters Club in Santa Ana, CA |
Hoi Bac Ai Phanxico Franciscan Charity Inc in San Francisco, CA
 |
|
Cuddlybear Thrift Store Inc in Fortuna, CA
|
Apostle Paul Ministries in Hayward, CA
 |
|
Adat Ari El in N Hollywood, CA
|
| Iglesia De Jesucristo Palabra-Miel in El Cajon, CA |
|
Nze Foundation in Vista, CA
|
|
Sgi-Usa Endowment in Santa Monica, CA
|
| Other organizations in California | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | James & Ann Price Family Foundation | 16885 Price Ct, Morgan Hill, CA 95037-4727 | CA | 1999-08 | $22,635 |
| 2 | James & Frederica Rosenfield Foundation | 2830 Esturion Pl, Carlsbad, CA 92009-4416 | CA | 1994-06 | $3,972 |
| 3 | James & Katherine Mulvihill Family Foundation | PO BOX 85012, San Diego, CA 92186-5012 | CA | 2008-05 | $44,143 |
| 4 | James & Lois Garner Foundation | 12400 Wlshre Blvd Ste 1275, Los Angeles, CA 90025-1078 | CA | 2001-02 | $1,500 |
| 5 | James & Rebecca Morgan Family Foundation | 1 1st St Ste 15, Los Altos, CA 94022-2756 | CA | 1993-11 | $13,135,688 |
| 6 | James 1 27 Foundation | 28082 Nichols Rd, Galt, CA 95632-8204 | CA | 2004-04 | $4,411 |
| 7 | James A And Jacqueline Mcmahan Foundation | 10880 Wilshire Blvd Ste 800, Los Angeles, CA 90024-4124 | CA | 1979-01 | $1 |
| 8 | James A And Ruth D Neff Historical Foundation | 5807 Van Allen Way, Carlsbad, CA 92008-7309 | CA | 2003-05 | $18,091 |
| 9 | James A Folger And Jane C Folger Foundation The | 20940 Waveview Dr, Topanga, CA 90290-3551 | CA | 1975-05 | $54,649 |
| 10 | James A Mcintyre Supportingorganization | 6b Liberty Ste 245, Aliso Viejo, CA 92656-5840 | CA | 2008-04 | $6,296 |
| 11 | James A Milligan Foundation Inc | 15654 Riparian Rd, Poway, CA 92064-2256 | CA | 1994-01 | $3,551 |
| 12 | James A Nathan Family Foundation | 718 N Linden Dr, Beverly Hills, CA 90210-3226 | CA | 1989-02 | $78,858 |
| 13 | James A Simpson Foundation | PO BOX 2227, Rcho Santa Fe, CA 92067-2227 | CA | 1991-09 | $45,001 |
| 14 | James Academics & Development Corp | 16311 Visalia Ave, Carson, CA 90746 | CA | 1996-12 | $0 |
| 15 | James Alexander Foundation | 10580 Wilshire Blvd Apt 52, Los Angeles, CA 90024-4515 | CA | 2004-03 | $1 |
| 16 | James And Ann Verhey Foundation, James F Verhey Ttee | 4221 Big Ranch Rd, Napa, CA 94558-1302 | CA | 2007-09 | $20,000 |
| 17 | James And Barbara Knuppe Family Foundation | 4545 Crow Canyon Pl, Castro Valley, CA 94552-4803 | CA | 2009-07 | $50,303 |
| 18 | James And Debbie Cho Foundation | 11037 Anzio Rd, Los Angeles, CA 90077-2201 | CA | 2003-06 | $7,664 |
| 19 | James And Edith Ross Foundation | 248 Ashdale Pl, Los Angeles, CA 90049-2431 | CA | 1965-01 | $119,344 |
| 20 | James And Eileen Bruce Foundation | 70 Hiliritas Ave, San Francisco, CA 94131-2613 | CA | 1999-04 | $3,746 |
Organization representatives - add corrected or new information about James A Milligan Foundation Inc »
Non-representatives - add comments about James A Milligan Foundation Inc»