Pearlstein Family Foundation in Woodside, 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
| Pearlstein Family Foundation | |
| Employer Identification Number (EIN) | 943254888 |
| Name of Organization | Pearlstein Family Foundation |
| In Care of Name | Jack Pearlstein |
| Address | PO BOX 620505, Woodside, CA 94062-0505 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $6,095,651 |
| Amount of Income | $3,944,839 |
| Form 990 Revenue Amount | $444,840 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Philanthropy, Voluntarism, and Grantmaking Foundations (Not Elsewhere Classified) |
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 | $597,882 | $597,882 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $235,350 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $362,532 | |||
| Total expenses and disbursements | $362,803 | $64,834 | $0 | $286,523 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $90,553 | $64,834 | $14,273 | |
| Contributions, gifts, grants paid | $272,250 | |||
| Excess of revenue over expenses and disbursements | $235,079 | |||
| Net investment income | $533,048 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $6,095,651 | $6,530,723 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $119,553 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $5,718,327 | |
| Other | $257,771 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $6,095,651 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $362,532 |
| 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 | $5,330 |
| Total credits and payments | $8,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $8,000 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $2,670 |
| Amount to be credited to 2013 estimated tax | $2,670 |
| 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 | $6,502,741 |
| Net value of noncharitable-use assets | $6,405,200 |
| Minimum investment return | $320,260 |
| Distributable Amount (for 2012) | |
| Distributable amount | $314,930 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $314,930 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $299,216 |
| 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 | Peacock Acres Inc | 838 S Main St Ste A, Salinas, CA 93901-2408 | CA | 1984-03 | $1,814,918 |
| 2 | Peacock Hill Ranch Inc | 10330 Mcbroom St, Shadow Hills, CA 91040-1224 | CA | 2013-04 | $7,318 |
| 3 | Peak Performance Lifestyle Foundation, Justin Sachs | 7548 Viejo Castilla Way, Carlsbad, CA 92009-7353 | CA | 2007-03 | $1,080 |
| 4 | Peanut Butter Project | 1320 Saint Charles St, Alameda, CA 94501-3926 | CA | 2002-07 | $1 |
| 5 | Pear Avenue Theatre | 1220 Pear Avenue, Mountain View, CA 94043-1440 | CA | 2004-06 | $139,373 |
| 6 | Pear Fair | PO BOX 492, Courtland, CA 95615-0492 | CA | 1976-08 | $58,210 |
| 7 | Pear Pest Management Research Fund | 1521 I St, Sacramento, CA 95814-2016 | CA | 1993-04 | $87,144 |
| 8 | Pearl Box Ministries | 386 E Stanley Ave, Reedley, CA 93654 | CA | 1998-10 | $0 |
| 9 | Pearl Chase Society | PO BOX 92121, Santa Barbara, CA 93190-2121 | CA | 1998-05 | $84,820 |
| 10 | Pearl Harbor Survivors Association Inc | 24522 Camino Mirabella, Murrieta, CA 92562 | CA | 1971-07 | $0 |
| 11 | Pearlstein Family Foundation | PO BOX 620505, Woodside, CA 94062-0505 | CA | 1997-01 | $3,944,839 |
| 12 | Peat Marwick Mitchell-Los Angeles Foundation | 355 S Grand Ave Ste 2000, Los Angeles, CA 90071-1568 | CA | 1969-02 | $1 |
| 13 | Peattie Foundation | 919 Hamlin Ct, Sunnyvale, CA 94089-1402 | CA | 2000-11 | $15,737 |
| 14 | Pebble Beach Company Foundation | PO BOX 1767, Pebble Beach, CA 93953-1767 | CA | 1977-06 | $1,690,785 |
| 15 | Pecan Community Association Inc | 5185 Comanche Drive, La Mesa, CA 91942-8158 | CA | 2000-02 | $814,695 |
| 16 | Pediatric And Family Medical Foundation | 1530 S Olive St, Los Angeles, CA 90015-3023 | CA | 1988-01 | $55,907 |
| 17 | Pediatric Anesthesiology Foundation | 4650 W Sunset Blvd, Los Angeles, CA 90027-6062 | CA | 1969-04 | $69,503 |
| 18 | Pediatric Cancer Research Foundation | 9272 Jeronimo Rd Ste 122, Irvine, CA 92618-1914 | CA | 1983-02 | $3,241,481 |
| 19 | Pediatric Dental Association Of The University Of Southern Ca | PO BOX 2023, Tustin, CA 92781-2023 | CA | 1996-06 | $44,724 |
| 20 | Pediatric Dental Initiative Of The North Coast | 1380 19th Hole Drive, Windsor, CA 95492-7713 | CA | 2005-05 | $3,785,179 |
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