Lucy Witter Memorial Trust in Cupertino, California (CA)
Table of contents:
| Lucy Witter Memorial Trust | |
| Employer Identification Number (EIN) | 946201508 |
| Name of Organization | Lucy Witter Memorial Trust |
| In Care of Name | Park Chamberlain |
| Address | 21373 Dexter Dr, Cupertino, CA 95014-1316 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1969 |
| Deductibility | Contributions are deductible |
| Foundation | Organizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 07/2014 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Required to file Form 990-N - Income less than $25,000 per year |
| Asset Amount | $193,315 |
| Amount of Income | $12,208 |
| Form 990 Revenue Amount | $6,319 |
Non-representatives - add comments:
Revenue for 2014
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2012 | 2013 | 2014 | |
|---|---|---|---|
| Total revenue | $3,514 | $5,880 | $6,319 |
| Contributions, gifts, grants, and similar amounts received | $0 | $0 | $0 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 |
| Membership dues and assessments | $0 | $0 | $0 |
| Investment income | $3,514 | $3,595 | $3,608 |
| Gain/Loss from sale of assets other than inventory | $0 | $2,285 | $2,711 |
| Gross amount from sale of assets other than inventory | $0 | $10,750 | $8,600 |
| Less: cost or other basis and sales expenses | $0 | $8,465 | $5,889 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 |
| Total expenses | $5,250 | $5,514 | $8,594 |
| Total net assets | $164,231 | $182,065 | $193,315 |
| Excess/Deficit for the year | $-1,736 | $366 | $-2,275 |
| Net assets or fund balances at beginning of year | $157,132 | $164,231 | $182,065 |
| Other changes in net assets or fund balances | $8,835 | $17,468 | $13,525 |
| Net assets or fund balances at end of year | $182,065 | $193,315 | |
| Balance Sheets | |||
| 2012 | 2013 | 2014 | |
|---|---|---|---|
| Total assets | $164,231 | $182,065 | $193,315 |
| Total liabilities | $0 | $0 | $0 |
| Net assets or fund balances | $164,231 | $182,065 | $193,315 |
| Other Information | |||
| 2012 | 2013 | 2014 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2014) | |
| The organization is not a private foundation because it is: | An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2) |
| Number of organizations supported | 2 |
| Sum of amounts of support | $8,594 |
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| Other organizations in California | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Lucky Brand Foundation | 5233 Alcoa Ave, Vernon, CA 90058-3709 | CA | 1997-08 | $3,367 |
| 2 | Lucky Duck Foundation | 2683 Via De La Valle, Del Mar, CA 92014-1911 | CA | 2006-03 | $399,871 |
| 3 | Lucky Foundation | 1431 Potrero Avenue, S El Monte, CA 91733-3000 | CA | 2000-09 | $6,593 |
| 4 | Lucky Star Cavalier Rescue, Lucky Star Fund | PO BOX 7054, Carmel, CA 93921-7054 | CA | 2001-11 | $109,575 |
| 5 | Luckys School Foundation | 71151 Patricia Park Pl, Rancho Mirage, CA 92270-2336 | CA | 2009-08 | $511 |
| 6 | Lucy And Isadore B Adelman Foundation | 10880 Wilshire Blvd Ste 800, Los Angeles, CA 90024-4124 | CA | 1982-03 | $234,393 |
| 7 | Lucy And John Curci Family Foundation | 717 Lido Park Dr, Newport Beach, CA 92663-4461 | CA | 1998-12 | $1 |
| 8 | Lucy And Joseph Cho Foundation 04282005 | 12057 Camino Valencia, Cerritos, CA 90703-7622 | CA | 2006-02 | $10,023 |
| 9 | Lucy G Whittier Foundation Inc | PO BOX 610, Pilot Hill, CA 95664-0610 | CA | 1998-02 | $21 |
| 10 | Lucy Garjian Charitable Tr, Phillips George R Ttee | 800 Wilshire Blvd Ste 1500, Los Angeles, CA 90017-2619 | CA | 2002-12 | $71,794 |
| 11 | Lucy Witter Memorial Trust | 21373 Dexter Dr, Cupertino, CA 95014-1316 | CA | 1969-12 | $12,208 |
| 12 | Ludwick Family Foundation | 203 S Glendora Ave Ste B, Glendora, CA 91741-3456 | CA | 1991-01 | $4,980,828 |
| 13 | Ludwick Family Foundation | 491 Santa Rita Ave, Palo Alto, CA 94301-3944 | CA | 1998-02 | $313,532 |
| 14 | Luella Fuller Group Home Inc A California Nonprofit Public Benefi | 1440 Broadway Ste 700, Oakland, CA 94612-2030 | CA | 1992-09 | $230,507 |
| 15 | Lugonia Water Company | 101 E Olive Ave, Redlands, CA 92373-5249 | CA | 1934-11 | $25,886 |
| 16 | Luhad | 1044 Lewis Ave, Vallejo, CA 94591 | CA | 2007-11 | $0 |
| 17 | Lui Che Woo Charity | 433 California St, San Francisco, CA 94104-2016 | CA | 2009-02 | $43,314,861 |
| 18 | Lui Foundation | 433 California St 7th Flr, San Francisco, CA 94104-2016 | CA | 2005-12 | $741,101 |
| 19 | Luigi Aprea Fundamental School Parent Club | 9225 Calle Del Rey, Gilroy, CA 95020-7733 | CA | 1995-06 | $182,404 |
| 20 | Luise Mandel Charitable Tr, Eskander Mark Ttee | 433 N Camden Dr, Beverly Hills, CA 90210-4409 | CA | 1999-01 | $82,225 |
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