Mckenna Family Foundation in Sunnyvale, 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
| Mckenna Family Foundation | |
| Employer Identification Number (EIN) | 770332016 |
| Name of Organization | Mckenna Family Foundation |
| In Care of Name | Regis P Mckenna |
| Address | 1409 Galloway Ct, Sunnyvale, CA 94087-4067 |
| Activities | Other scientific research activities |
| Subsection | Charitable Organization |
| Ruling Date | 05/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 06/2013 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $86,233 |
| Amount of Income | $5,126 |
| Form 990 Revenue Amount | $5,510 |
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 | $5,510 | $4,757 | $0 | |
| Contributions, gifts, grants, etc., received | $753 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,757 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $14,153 | $1,700 | $0 | $11,735 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $4,153 | $1,700 | $1,735 | |
| Contributions, gifts, grants paid | $10,000 | |||
| Excess of revenue over expenses and disbursements | $-8,643 | |||
| Net investment income | $3,057 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $192,216 | $232,196 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $141,282 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $50,934 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $192,216 | |
| 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 | $31 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $31 |
| 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 | $249,977 |
| Net value of noncharitable-use assets | $246,220 |
| Minimum investment return | $12,311 |
| Distributable Amount (for 2012) | |
| Distributable amount | $12,280 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $12,280 |
| 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 | Mcgrew-Philipp Family Foundation | 40150 Parado Del Sol Dr, Temecula, CA 92592-8293 | CA | 1995-06 | $277,731 |
| 2 | Arch Point Foundation | 4645 Via Bendita, Santa Barbara, CA 93110-2309 | CA | 2009-04 | $13,875 |
| 3 | Mcguire & Hester Foundation | 9009 Railroad Ave, Oakland, CA 94603-1245 | CA | 1962-02 | $54,473 |
| 4 | Mcguire Family Supporting Organization | 59 Oak Dr, Orinda, CA 94563-3911 | CA | 2002-03 | $524 |
| 5 | Mcgurk Foundation | 7040 Avenida Encinas Suite 104-258, Carlsbad, CA 92011-4652 | CA | 2005-11 | $281,367 |
| 6 | Mchenry House Tracy Family Shelter | 757 A St, Tracy, CA 95376-3924 | CA | 1987-10 | $618,243 |
| 7 | Mchenry Mansion Foundation | 1402 I Street, Modesto, CA 95354-1032 | CA | 1984-02 | $227,273 |
| 8 | Mchenry Men And Womens Club | PO BOX 1472, Ceres, CA 95307-1472 | CA | 1987-08 | $306,480 |
| 9 | Mcintyre House | 8634 Holloway Dr, W Hollywood, CA 90069-2304 | CA | 1997-12 | $381,855 |
| 10 | Mckay Family Foundation | 455 Market St Ste 1270, San Francisco, CA 94105-2431 | CA | 1994-06 | $602,797 |
| 11 | Mckenna Family Foundation | 1409 Galloway Ct, Sunnyvale, CA 94087-4067 | CA | 1993-05 | $5,126 |
| 12 | Mckenzie Family Foundation | 124 Castlewood Dr, Pleasanton, CA 94566-9756 | CA | 1999-03 | $271,304 |
| 13 | Mckenzie Foundation | 1045 Sansome St Ste 118, San Francisco, CA 94111-1313 | CA | 2006-11 | $2,173,565 |
| 14 | The Shirley Mckernan Courage Foundation | 6701 Center Dr W Ste 950, Los Angeles, CA 90045-1555 | CA | 2008-03 | $378,973 |
| 15 | Mckesson Foundation | One Post St 35th Fl, San Francisco, CA 94104 | CA | 1992-01 | $7,810,713 |
| 16 | Mckinley Childrens Center Inc | 762 Cypress St, San Dimas, CA 91773-3599 | CA | 1958-11 | $20,461,237 |
| 17 | Mckinley Educational Foundation | 1330 Tularcitos Dr, Milpitas, CA 95035-7614 | CA | 2001-12 | $226,906 |
| 18 | Mckinley Family Foundation | 3921 Clay St, San Francisco, CA 94118-1623 | CA | 2002-07 | $312,103 |
| 19 | Mckinley School Foundation Of San Diego | 3045 Felton St, San Diego, CA 92104-5218 | CA | 2005-08 | $165,634 |
| 20 | Mckinleyville Babe Ruth | Po Box 2221, Mckinleyville, CA 95519 | CA | 2002-10 | $9,635 |
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