Rowe & Gayle Giesen Trust in Santa Barbara, 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
| Rowe & Gayle Giesen Trust | |
| Employer Identification Number (EIN) | 956402393 |
| Name of Organization | Rowe & Gayle Giesen Trust |
| In Care of Name | Robert Hull Treasurer |
| Address | 4119 Hidden Oaks Rd, Santa Barbara, CA 93105-4400 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 06/1973 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $1,060,461 |
| Amount of Income | $204,216 |
| Form 990 Revenue Amount | $46,361 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $46,361 | $46,361 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $29,012 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $17,349 | |||
| Total expenses and disbursements | $27,078 | $0 | $0 | $18,500 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $8,578 | $0 | $0 | |
| Contributions, gifts, grants paid | $18,500 | |||
| Excess of revenue over expenses and disbursements | $19,283 | |||
| Net investment income | $46,361 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $881,946 | $881,946 |
| Cash - non-interest-bearing | $7,567 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $708,476 | |
| Investments-corporate bonds | $47,270 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $117,071 | |
| Other | $1,562 | |
| Total liabilities | $4,000 | |
| Mortgages and other notes payable | $0 | |
| Other | $4,000 | |
| Total liabilities and net assets/fund balances | $877,946 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $17,349 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $927 |
| Total credits and payments | $1,629 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $1,450 |
| Exempt foreign organizations-tax withheld at source | $179 |
| 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 |
| Overpayment | $702 |
| Amount to be credited to 2012 estimated tax | $702 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | Yes |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $901,011 |
| Net value of noncharitable-use assets | $887,500 |
| Minimum investment return | $44,375 |
| Distributable Amount (for 2011) | |
| Distributable amount | $0 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $0 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $44,375 | $0 | $0 | $0 | $44,375 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| 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 | Roustabout Theater Inc | 2070 W Hearn Ave, Santa Rosa, CA 95407-7342 | CA | 2005-06 | $114,391 |
| 2 | Route 2 Imogene Housing Inc | 1572 N Main St, Orange, CA 92867-3448 | CA | 1982-09 | $285,114 |
| 3 | Route 28 Nps Portfolio Inc | 101 California St Fl 26, San Francisco, CA 94111-5803 | CA | 2009-08 | $3,558,811 |
| 4 | Routes For Youth-Rfy | 950 S Wright Rd, Santa Rosa, CA 95407-6608 | CA | 1990-08 | $641,292 |
| 5 | Rova Arts | 333 12th St, San Francisco, CA 94103-4317 | CA | 1992-01 | $60,812 |
| 6 | Rover Rescue | 402b N Gertruda Ave, Redondo Beach, CA 90277-2948 | CA | 2000-12 | $137,628 |
| 7 | Rovers Motorcycle Club Inc | 36663 Apache Plume Dr, Palmdale, CA 93550-5902 | CA | 2010-09 | $11,729 |
| 8 | Rovers Soccer Organization Inc | 22287 Mulholland Highway No 130, Calabasas, CA 91302-5157 | CA | 2004-05 | $151,852 |
| 9 | Rowan Family Foundation | PO BOX 992335, Redding, CA 96099-2335 | CA | 1992-09 | $15,994 |
| 10 | Rowdy Creek Fish Hatchery | PO BOX 328, Smith River, CA 95567-0328 | CA | 1974-07 | $101,491 |
| 11 | Rowe & Gayle Giesen Trust | 4119 Hidden Oaks Rd, Santa Barbara, CA 93105-4400 | CA | 1973-06 | $204,216 |
| 12 | Rowell Family Empowerment Of Northern California Inc, Center Of Northern California | 962 Maraglia St, Redding, CA 96002-1012 | CA | 1996-02 | $997,320 |
| 13 | Rowell Ranch Rodeo Inc | 21728 Eden Canyon Rd, Castro Valley, CA 94552-9667 | CA | 1978-05 | $307,839 |
| 14 | Rowland Heights Parade Committee | 17360 Colima Rd Ste 807, Rowland Heights, CA 91748-1628 | CA | 2003-04 | $4,275 |
| 15 | Roxanna Todd Hodges Foundation, Hodges Roxanna Todd Member | 23382 Mill Creek Dr Ste 130, Laguna Hills, CA 92653-1697 | CA | 1998-07 | $910,672 |
| 16 | Roy & June Gersten Foundation | 333 Indio Dr, Pismo Beach, CA 93449-1515 | CA | 2005-12 | $1 |
| 17 | Roy & Roxie Campanella Foundation | 7657 Winnetka Ave, Canoga Park, CA 91306-2677 | CA | 1994-11 | $29 |
| 18 | Roy And Lynne Frank Family Foundation | 121 Steuart Street, San Francisco, CA 94105-1236 | CA | 2005-08 | $7,920 |
| 19 | Roy C Green Trust 1661 Nect | PO BOX 891, Long Beach, CA 90801-0891 | CA | 1973-05 | $4,847 |
| 20 | Roy Charitable Foundation, Roy Richard H Iii Ttee | 3351 Shady Spring Ln, Mountain View, CA 94040-4582 | CA | 1998-02 | $475,090 |
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