Morris Graves Foundation in Loleta, California (CA)

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Morris Graves Foundation
Employer Identification Number (EIN)680445017
Name of OrganizationMorris Graves Foundation
In Care of NameRobert Yarber
Address5241 Tompkins Hill Rd, Loleta, CA 95551-9623
SubsectionCharitable Organization
Ruling Date03/2000
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$1,000,000 to $4,999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$2,578,030
Amount of Income$179,993
Form 990 Revenue Amount$27,328
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2014: $179,993 (it was $71,863 in 2013)
Morris Graves Foundation: 

 $179,993
Other organizations performing similar types of work: 

 $103,138

Assets in 2014: $2,578,030 (it was $2,482,907 in 2013)
Morris Graves Foundation: 

 $2,578,030
Other organizations performing similar types of work: 

 $338,623

Expenses in 2014: $108,289
Morris Graves Foundation: 

 $108,289
Other organizations performing similar types of work: 

 $46,867

Income to expenses ratio in 2014: 1.7
Morris Graves Foundation: 

 1.7
Other organizations performing similar types of work: 

 1.1

Grants share in income in 2014: 2.8%
Morris Graves Foundation: 

 2.8%
Other organizations performing similar types of work: 

 79.6%

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

Analysis of Revenue and Expenses (for 2014)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$113,700$66,049$25,680
Contributions, gifts, grants, etc., received$3,150
Interest on savings and temporary cash investments$0
Dividends and interest from securities$24,589
Gross rents$0
Gross sales price for all assets$147,541
Gross profit from sales of goods$0
Other income$4,713
Other$81,248
Total expenses and disbursements$108,289$21,215$21,212$79,977
Compensation of officers, directors, trustees, etc.$7,882
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$2,250
Interest$0
Depreciation$14,203
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$31,711
Total operating and administrative expenses$108,289$21,215$79,977
Contributions, gifts, grants paid$0
Excess of revenue over expenses and disbursements$5,411
Net investment income$44,834
Adjusted net income$4,468
Balance Sheets
2011201220132014
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$2,529,495$2,529,495$2,409,052$2,409,052$2,482,907$2,482,907$2,578,030$1,968,129
Cash - non-interest-bearing$21,307$30,321$58,850$65,869
Investments-U.S. and state government obligations$0$0$0$0
Investments-corporate stock$0$0$0$0
Investments-corporate bonds$0$0$0$0
Investments-mortgage loans$0$0$0$0
Investments-other$0$0$0$0
Other assets$634,900$609,901
Total liabilities$0$0$0$0
Total liabilities and net assets/fund balances$2,529,495$2,409,052$2,482,907$2,578,030
Capital Gains and Losses for Tax on Investment Income
2011201220132014
Capital gain net income$1,161$5,618$32,083$81,248
Net capital loss$0$0$0$0
Excise Tax Based on Investment Income
2011201220132014
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNoNo
Tax based on investment income$81$0$564$897
Total credits and payments$0$0$0$0
Any penalty for underpayment of estimated tax$0$0$13$3
Tax due$577$900
Overpayment$0$0
Amount to be credited to next year's estimated tax$0$0$0$0
Statements Regarding Activities
2011201220132014
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?NoNoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
2011201220132014
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNoNo
Agree to pay money or property to a government official?NoNoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNoNo
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)?NoNoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
2011201220132014
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$0$0$0$0
Net value of noncharitable-use assets$0$0
Minimum investment return$0$0$0$0
Distributable Amount
2011201220132014
Distributable amount$0$0$0$0
Undistributed Income
2011201220132014
Distributable amount for this year$0$0$0$0
Undistributed income for this year. This amount must be distributed in the next year$0$0$0$0
Private Operating Foundations (for 2011 - 2014)
2014201320122011Total
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
Supplementary Information (for 2014)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2014)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$0$24,589
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Sean N Parker Foundation314 Lytton Avenue No 200, Palo Alto, CA 94301-1430CA2011-08$432,036,012
2Schmidt Science And Philanthropic Foundation555 Bryant St Num 374, Palo Alto, CA 94301-1704CA2014-09$361,983,271
3W M Keck Foundation550 South Hope Street, Los Angeles, CA 90071-2627CA1959-04$344,489,762
4Scully Memorial Foundation591 Redwood Hwy Ste 3215, Mill Valley, CA 94941-6006CA2013-05$173,086,754
5Windsong Tr, Osco-Bingemann Gigi838 Manhattan Beach Blvd, Manhattan Bch, CA 90266-4933CA2004-09$152,598,012
6S D Bechtel Jr FoundationPO BOX 193809, San Francisco, CA 94119-3809CA2006-10$107,519,324
7Erwin Rautenberg Foundation2811 Wilshire Blvd Ste 570, Santa Monica, CA 90403-4806CA2013-01$68,308,024
8Good Ventures Foundation314 Lytton Ave Ste 200, Palo Alto, CA 94301-1430CA2013-03$61,394,432
9Weingart Foundation1055 W 7th St Ste 3200, Los Angeles, CA 90017-2557CA1952-12$59,508,576
10Stephen Bechtel FundPO BOX 193809, San Francisco, CA 94119-3809CA2007-06$45,000,000
11The@maurice Marciano Family Foundation144 S Berverly Dr Snite 600, Beverly Hills, CA 90212CA2008-04$42,004,085
12San Simeon Fund765 Market St Apt 34d, San Francisco, CA 94103-2040CA2005-11$40,541,388
13Valhalla Charitable Foundation2995 Woodside Rd Ste 400, Woodside, CA 94062-2448CA2004-06$39,613,340
14David And Janet Polak Foundation1725 Green Acres Dr, Beverly Hills, CA 90210-2741CA2014-09$38,372,046
15Tarble Foundation, Tarble Jan Ttee11075 Santa Monica Blvd Ste 150, Los Angeles, CA 90025-7541CA2006-02$35,434,181
16Thornton Foundation1220 Virginia Rd, San Marino, CA 91108-1054CA2004-12$27,721,690
17Jay And Rose Phillips Family Foundation Of California199 Fremont St Fl 20, San Francisco, CA 94105-2288CA2011-11$25,020,734
18The@libra Foundation, Nicholas J Pritzker1 Letterman Dr Ste C-420, San Francisco, CA 94129-2402CA2002-06$24,614,704
19Westreich FoundationPO BOX 3601, Rcho Santa Fe, CA 92067-3601CA2005-11$22,290,096
20William Soroka Charitable Trust, Woltman Kaye M Ttee5642 Dolphin Pl, La Jolla, CA 92037-7517CA2005-03$22,035,934
Number of organizations performing similar types of work
Alaska9
Alabama199
Arkansas82
Arizona267
California2,351
Colorado400
Connecticut391
District of Columbia107
Delaware405
Florida1,490
Georgia455
Hawaii86
Iowa147
Idaho73
Illinois1,069
Indiana261
Kansas152
Kentucky147
Louisiana127
Massachusetts713
Maryland422
Maine67
Michigan549
Minnesota327
Missouri308
Mississippi56
Montana59
North Carolina649
North Dakota15
Nebraska126
New Hampshire66
New Jersey849
New Mexico78
Nevada194
New York2,454
Ohio628
Oklahoma223
Oregon179
Pennsylvania935
Rhode Island181
South Carolina141
South Dakota32
Tennessee192
Texas1,225
Utah217
Virginia452
Vermont36
Washington375
Wisconsin334
West Virginia49
Wyoming61
International38
Total20,448

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