Morris & Julia Gold Charitable Foundation Tr 120793, Gold Richard Ttee in Beverly Hills, 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
| Morris & Julia Gold Charitable Foundation Tr 120793, Gold Richard Ttee | |
| Employer Identification Number (EIN) | 956964588 |
| Name of Organization | Morris & Julia Gold Charitable Foundation Tr 120793 |
| Secondary Name | Gold Richard Ttee |
| In Care of Name | Stanford K Rubin Esq Loeg & Loeb |
| Address | 415 N Camden Dr Ste 210, Beverly Hills, CA 90210-4438 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| 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 | $1 |
| Amount of Income | $70 |
| Form 990 Revenue Amount | $186,694 |
Non-representatives - add comments:
Expenses 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 | $119,361 | $158,329 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $158,329 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $3,219,207 | $23,360 | $0 | $3,195,847 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $24,550 | $23,360 | $1,190 | |
| Contributions, gifts, grants paid | $3,194,657 | |||
| Excess of revenue over expenses and disbursements | $-3,099,846 | |||
| Net investment income | $134,969 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $38,603 | $38,603 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $38,603 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $38,603 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-38,968 |
| 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 | $1,350 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $1,350 |
| 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 | $1,537,733 |
| Net value of noncharitable-use assets | $1,514,660 |
| Minimum investment return | $75,733 |
| Distributable Amount (for 2012) | |
| Distributable amount | $74,383 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $74,383 |
| 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 | Morongo Basin Mental Health Services Assoc | PO BOX 335, Joshua Tree, CA 92252-0335 | CA | 1973-02 | $6,466 |
| 2 | Morongo Basin Regional Economic Development Consortium | Po Box 1398, Joshua Tree, CA 92252 | CA | 1997-01 | $0 |
| 3 | Morongo Basin Sheriffs Search & Rescue Inc | PO BOX 982, Yucca Valley, CA 92286-0982 | CA | 1987-01 | $32,465 |
| 4 | Morongo Basin Tv Club Inc | 73658 Old Dale Rd, Twentynin Plm, CA 92277-3280 | CA | 1976-10 | $555 |
| 5 | Morongo Basin United Way | 56485 Desert Gold Dr, Yucca Valley, CA 92284-4224 | CA | 1982-09 | $286,138 |
| 6 | Morongo Basin Unity Home Inc | PO BOX 1662, Joshua Tree, CA 92252-0869 | CA | 1992-07 | $878,453 |
| 7 | Morongo Basin Wildlife Rehab Station | Hc 1 Box 7206, Joshua Tree, CA 92252-9735 | CA | 1997-05 | $0 |
| 8 | Morongo Basin Youth Soccer Association Inc | PO BOX 1521, Yucca Valley, CA 92286-1521 | CA | 1994-06 | $87,386 |
| 9 | Morongo Valley Fire Safe Council | Po Box 1083, Morongo Valley, CA 92256 | CA | 2003-04 | $2,005 |
| 10 | Morongo Valley Lodge No 2253 Loyal Order Of Moose, 2253 | PO BOX 543, Morango Valley, CA 92256-0543 | CA | 1935-08 | $52,357 |
| 11 | Morris & Julia Gold Charitable Foundation Tr 120793, Gold Richard Ttee | 415 N Camden Dr Ste 210, Beverly Hills, CA 90210-4438 | CA | 1994-12 | $70 |
| 12 | Morris And Deena Zyskind Charitable Foundation | 5967 W 3rd St, Los Angeles, CA 90036-2835 | CA | 2002-09 | $20,034 |
| 13 | Morris And Mary Press Foundation | 706 N Bedford Dr, Beverly Hills, CA 90210-3218 | CA | 1948-10 | $23,054 |
| 14 | Morris And Pearl Latt Family Foundation Inc | C/O S Dorfman 6420 Wilshire Blvd, Los Angeles, CA 90048 | CA | 1994-02 | $20,494 |
| 15 | Morris And Rae Spivak Foundation | 9171 Wilshire Blvd Ste 650, Beverly Hills, CA 90210-5515 | CA | 1965-12 | $76,505 |
| 16 | Morris C And Juliet L James Award | 604 Neilson St, Berkeley, CA 94707-1505 | CA | 1966-04 | $20,991 |
| 17 | Morris Graves Foundation | 5241 Tompkins Hill Rd, Loleta, CA 95551-9623 | CA | 2000-03 | $179,993 |
| 18 | Morris Morgenstern Foundation | 543 Country Club Drive, Simi Valley, CA 93065-0637 | CA | 1951-05 | $693,099 |
| 19 | Morris Parent Teacher Organization | 2395 Mckinleyville Ave, Mckinleyville, CA 95519-3499 | CA | 2009-02 | $63,067 |
| 20 | Morris Stulsaft Fdn | 1660 Bush Street No 300, San Francisco, CA 94109-5308 | CA | 1955-07 | $1,409,890 |
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