Purcell Family Charitable Foundation in San Francisco, 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
Purcell Family Charitable Foundation | |
Employer Identification Number (EIN) | 050540620 |
Name of Organization | Purcell Family Charitable Foundation |
In Care of Name | Emmet J Purcell |
Address | 1000 N Point St Apt 1501, San Francisco, CA 94109-1061 |
Subsection | Charitable Organization |
Ruling Date | 02/2003 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 10/2013 |
Assets | $100,000 to $499,999 |
Income | $1 to $9,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $353,269 |
Amount of Income | $7,073 |
Form 990 Revenue Amount | $32,018 |
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 | $56,753 | $56,753 | $5,647 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $67 | |||
Dividends and interest from securities | $5,295 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $51,391 | |||
Total expenses and disbursements | $36,115 | $2,681 | $0 | $33,434 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $3,615 | $2,681 | $934 | |
Contributions, gifts, grants paid | $32,500 | |||
Excess of revenue over expenses and disbursements | $20,638 | |||
Net investment income | $54,072 | |||
Adjusted net income | $5,647 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $383,828 | $667,108 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $277,920 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $105,908 | |
Total liabilities | $470 | |
Mortgages and other notes payable | $0 | |
Other | $470 | |
Total liabilities and net assets/fund balances | $383,358 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $51,391 |
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 | $1,081 |
Total credits and payments | $608 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $608 |
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 | $473 |
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 | $650,357 |
Net value of noncharitable-use assets | $640,600 |
Minimum investment return | $32,030 |
Distributable Amount (for 2012) | |
Distributable amount | $30,949 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $30,949 |
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 | Pulmonary And Infectious Diseases Society Of Northern Ca Inc | 3941 J St Ste 354, Sacramento, CA 95819-3633 | CA | 2006-09 | $228,732 |
2 | Pulp Sulphite & Paper Mill Workers & Los Angeles Industry Trust | 2231 S Fullerton Road, Rowland Heights, CA 91748-4452 | CA | 1968-11 | $644,123 |
3 | Pulse Arts Center | 1920 T St, Sacramento, CA 95814-6822 | CA | 2005-12 | $3,288 |
4 | Punamchand And Kanchanben Memorial Scholarship Fund | 1120 Via La Brisa Ln, Corona, CA 92882-3662 | CA | 2007-12 | $1 |
5 | Punjabi American Heritage Society | PO BOX 965, Yuba City, CA 95992-0965 | CA | 2001-04 | $126,687 |
6 | Punjabi Phulwari Corp | Po Box 3362, Hayward, CA 94540 | CA | 2007-06 | $0 |
7 | Puppet Apostles Inc | 6033 Wynnewood Way, Sacramento, CA 95823-7665 | CA | 2000-03 | $42,958 |
8 | Puppy Love Rescue | Po Box 13543, Sacramento, CA 95853 | CA | 2001-02 | $10,574 |
9 | Pups For Peace | 8424a Santa Monica Blvd No 112, West Hollywood, CA 90069-4267 | CA | 2002-10 | $37,936 |
10 | Pups Rescue | 3869 Silvana Ln, Stockton, CA 95212-3118 | CA | 2005-07 | $54,683 |
11 | Purcell Family Charitable Foundation | 1000 N Point St Apt 1501, San Francisco, CA 94109-1061 | CA | 2003-02 | $7,073 |
12 | Purchasing Management Association Of San Diego County Inc | Po Box 1591, Poway, CA 92064 | CA | 1979-05 | $25,025 |
13 | Pure Mercy Ministries Inc | 5914 Del Mar Ave, Paradise, CA 95969 | CA | 1999-08 | $0 |
14 | Pure Works Foundation | 160 Mira St, Foster City, CA 94404-2718 | CA | 2000-05 | $699,412 |
15 | Purebreds Plus Cat Rescue | PO BOX 4095, Davis, CA 95617-4095 | CA | 2007-12 | $68,811 |
16 | Puritan Co Ltd | 3650 White Alder, Sonoma, CA 95476-8963 | CA | 2005-05 | $426,381 |
17 | Purkayastha Family Foundation | 465 C Ave, Coronado, CA 92118-1822 | CA | 1998-05 | $3,877 |
18 | Purple Circle Of Hoover High Corp | 651 Glenwood Road, Glendale, CA 91202 | CA | 1985-10 | $0 |
19 | Purple Moon Dance Project | 1385 Mission St Ste 340, San Francisco, CA 94103 | CA | 1996-08 | $112,406 |
20 | Purple Rose Collective | 1531 Fulton St, San Francisco, CA 94117-1334 | CA | 2002-01 | $41,981 |
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