Leslie Poole Foundation in Portola Vally, 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
| Leslie Poole Foundation | |
| Employer Identification Number (EIN) | 942777559 |
| Name of Organization | Leslie Poole Foundation |
| Address | 30 Alhambra Ct, Portola Vally, CA 94028-7723 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 06/1982 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 10/2012 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $110,195 |
| Amount of Income | $5,381 |
| Form 990 Revenue Amount | $6,101 |
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 | $5,059 | $4,080 | $4,080 | |
| Contributions, gifts, grants, etc., received | $1,300 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $4,080 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $12,649 | $0 | $0 | $12,500 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $149 | $0 | $0 | |
| Contributions, gifts, grants paid | $12,500 | |||
| Excess of revenue over expenses and disbursements | $-7,590 | |||
| Net investment income | $4,080 | |||
| Adjusted net income | $4,080 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $110,195 | $113,837 |
| Cash - non-interest-bearing | $7,410 | |
| Investments-U.S. and state government obligations | $67,691 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $35,094 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $110,195 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-322 |
| 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 | $82 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $82 |
| 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 | $115,061 |
| Net value of noncharitable-use assets | $113,340 |
| Minimum investment return | $5,667 |
| Distributable Amount (for 2012) | |
| Distributable amount | $5,585 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $5,585 |
| 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 |
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| Other organizations in California | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Lescure Foundation | 222 Kuss Rd, Danville, CA 94526-2232 | CA | 2000-12 | $167,892 |
| 2 | Lesedi Wholistic Learning & Healing Environments | 1016 Keniston Ave, Los Angeles, CA 90019 | CA | 2004-05 | $0 |
| 3 | Lesley Foundation | 701 Arnold Way Ste 100, Half Moon Bay, CA 94019-2709 | CA | 1946-06 | $6,150,780 |
| 4 | Leslie & Susan Gonda Foundation | 10250 Constellation Blvd Ste 3400, Los Angeles, CA 90067-6254 | CA | 1990-01 | $36,000 |
| 5 | Leslie And Bernard Bonar Family Foundation | 1150 Dexter Pl, Escondido, CA 92029-5626 | CA | 2006-02 | $10,066 |
| 6 | Leslie And Elizabeth Michelson Charitable Foundation | 1230 Rosecrans Ave Ste 102, Manhattan Bch, CA 90266-2436 | CA | 1997-07 | $3,601 |
| 7 | Leslie And Walter Burlock Foundation, Burlock Walter E Jr & Leslie Ttee | 126 Commonwealth Ave, San Francisco, CA 94118-2604 | CA | 1996-06 | $388,490 |
| 8 | Leslie E Learned Trust 41l001009 Kpmg Trust Tax Services | PO BOX 60078, Los Angeles, CA 90060-0078 | CA | $113,952 | |
| 9 | Leslie Gerding Foundation Inc | 805 Tanglewood Dr, Lafayette, CA 94549-4928 | CA | 1994-05 | $1,682 |
| 10 | Leslie J Nickels Testamentary Trust | PO BOX 246, Colusa, CA 95932-0246 | CA | 1971-03 | $687,090 |
| 11 | Leslie Poole Foundation | 30 Alhambra Ct, Portola Vally, CA 94028-7723 | CA | 1982-06 | $5,381 |
| 12 | Lesly And Pat Sajak Foundation | 301 N Lake Ave Ste 900, Pasadena, CA 91101-4132 | CA | 1995-06 | $50,162 |
| 13 | Lester & Gertrude Roth Foundation | PO BOX 486, Malibu, CA 90265-0486 | CA | 1967-08 | $61,263 |
| 14 | Lester B Millard Testamentary Trust | PO BOX 2549, Rch Cucamonga, CA 91729-2549 | CA | 1963-03 | $1,197,022 |
| 15 | Lester Family Foundation | 1140 Wall St Unit 2089, La Jolla, CA 92038-7085 | CA | 1994-09 | $4,082,874 |
| 16 | Lester Hughes Ministries International, Lester Hughs Ministries Internation | 12050 Woods Rd, Wilton, CA 95693-8527 | CA | 2004-02 | $0 |
| 17 | Let Freedom Ring | 3304 Whiffletree Ln, Torrance, CA 90505-7135 | CA | 2007-03 | $44,970 |
| 18 | Let Love Rule Foundation | 10960 Wilshire Blvd Fl 5, Los Angeles, CA 90024-3708 | CA | 2006-01 | $248 |
| 19 | Lets Give Them A Shot | 2711 N Sepulveda Blvd Suite 211, Manhattan Beach, CA 90266-2725 | CA | 2009-04 | $2,125 |
| 20 | Let Them Hear Foundation | 1900 University Ave Ste 101, E Palo Alto, CA 94303-2213 | CA | 2002-12 | $250,566 |
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