Robert M Bennett & Marjie A Bennett Foundation in Woodland Hls, 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
| Robert M Bennett & Marjie A Bennett Foundation | |
| Employer Identification Number (EIN) | 042682392 |
| Name of Organization | Robert M Bennett & Marjie A Bennett Foundation |
| In Care of Name | Mht Llp |
| Address | 21255 Burbank Blvd Ste 250, Woodland Hls, CA 91367-6682 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1979 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,402,770 |
| Amount of Income | $328,065 |
| Form 990 Revenue Amount | $332,497 |
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 | $283,287 | $132,639 | $0 | |
| Contributions, gifts, grants, etc., received | $95,399 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $26,104 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $7,691 | |||
| Other | $154,093 | |||
| Total expenses and disbursements | $124,491 | $16,857 | $0 | $95,155 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $29,336 | $16,857 | $0 | |
| Contributions, gifts, grants paid | $95,155 | |||
| Excess of revenue over expenses and disbursements | $158,796 | |||
| Net investment income | $115,782 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,202,450 | $2,341,760 |
| Cash - non-interest-bearing | $12,804 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $2,189,646 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,202,450 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $154,093 |
| 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 | $2,316 |
| Total credits and payments | $3,192 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,192 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $2,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $18 |
| Tax due | $0 |
| Overpayment | $858 |
| Amount to be credited to 2013 estimated tax | $858 |
| 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 | $2,273,563 |
| Net value of noncharitable-use assets | $2,239,460 |
| Minimum investment return | $111,973 |
| Distributable Amount (for 2012) | |
| Distributable amount | $109,650 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $109,650 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $79,607 |
| 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 | Robert J Schlossberg Foundation | 285 S Beverly Glen Blvd, Los Angeles, CA 90024-2615 | CA | 1984-06 | $1 |
| 2 | Robert J Stoller Foundation | 1100 Rivas Cyn, Pacific Plsds, CA 90272-3961 | CA | 1993-01 | $8,000 |
| 3 | Robert James Frascino Aids Foundation | 1000 Fremont Ave Ste 145, Los Altos, CA 94024-6057 | CA | 1999-10 | $223,730 |
| 4 | Robert K & Barbara J Straus Family Foundation | 200 E Carrillo St Ste 202, Santa Barbara, CA 93101-2145 | CA | 1986-12 | $533,597 |
| 5 | Robert Kritzik Foundation Inc | 7001 Country Club Dr, La Jolla, CA 92037-5610 | CA | 1959-08 | $455 |
| 6 | Robert L Allardyce Charitable Trust, Saban W G & Dr Marvin Brooks Ttees | 2150 Silverado Cir, Palm Springs, CA 92264-9209 | CA | 1993-03 | $21 |
| 7 | Robert L Lippert Foundation, Stonehouse James A Ttee | 1150 Ballena Blvd Ste 250, Alameda, CA 94501-7313 | CA | 1990-08 | $113,689 |
| 8 | Robert Lee Adams Foundation Charit Tr 102491, Capata Julian Eli Ttee | 3580 Wilshire Blvd Ste 1045, Los Angeles, CA 90010-2543 | CA | 1991-12 | $20,228 |
| 9 | Robert Lemelson And Susan Morse Lemelson Family Foundation | 17411 Revello Dr, Pacific Plsds, CA 90272-4160 | CA | 2000-10 | $207,430 |
| 10 | Robert M & Lottie Q Gee Foundation | Ying Ass 700 S Flower St, Los Angeles, CA 90017 | CA | 2000-03 | $53 |
| 11 | Robert M Bennett & Marjie A Bennett Foundation | 21255 Burbank Blvd Ste 250, Woodland Hls, CA 91367-6682 | CA | 1979-12 | $328,065 |
| 12 | Robert M Sinskey Foundation | 11812 San Vicente Blvd, Los Angeles, CA 90049-5022 | CA | 1997-06 | $4,350,338 |
| 13 | Robert Mack Scholarship Foundation | 44403 Fernwood Road, Mendocino, CA 95460 | CA | 1986-09 | $0 |
| 14 | Robert Margolis Foundation Inc | 14701 Mulholland Dr, Los Angeles, CA 90077-1730 | CA | 1998-05 | $1,735,147 |
| 15 | Robert Marshall Hahn Foundation Inc | 2879 Pierpont Blvd, Ventura, CA 93001-4060 | CA | 2002-11 | $1 |
| 16 | Robert N And Ella S Ristad Foundation | 839 Valle Vista Ave, Vallejo, CA 94590-3542 | CA | 1981-03 | $63,749 |
| 17 | Robert N Beck Charitable Foundation | PO BOX 4251, Carmel By The, CA 93921-4251 | CA | 1987-10 | $5,035 |
| 18 | Robert P And Nancy J King Foundation | 2942 Spotted Bull Way, San Juan Capistrano, CA 92675 | CA | 2007-06 | $25,004 |
| 19 | Robert P Glick Memorial Foundation | 1638 Huntonn St Ste B, Oroville, CA 95965-4902 | CA | 2001-09 | $1,261 |
| 20 | William H Adams Foundation For Als Research | 1918 43rd Ave, San Francisco, CA 94116-1025 | CA | 2000-02 | $43,113 |
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