Rufie Pease Memorial Foundation in Fair Oaks, 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
| Rufie Pease Memorial Foundation | |
| Employer Identification Number (EIN) | 943172164 |
| Name of Organization | Rufie Pease Memorial Foundation |
| In Care of Name | Michael J Pease Ttee |
| Address | 4805 Saint Thomas Dr, Fair Oaks, CA 95628-5310 |
| Activities | Other health services |
| Subsection | Charitable Organization |
| Ruling Date | 01/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $166,371 |
| Amount of Income | $127,363 |
| Form 990 Revenue Amount | $12,288 |
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 | $1,988 | $11,348 | $14 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $11,303 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $45 | |||
| Total expenses and disbursements | $15,463 | $1,438 | $0 | $14,025 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,758 | $1,438 | $320 | |
| Contributions, gifts, grants paid | $13,705 | |||
| Excess of revenue over expenses and disbursements | $-13,475 | |||
| Net investment income | $9,910 | |||
| Adjusted net income | $14 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $166,371 | $162,351 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $20,000 | |
| Investments-corporate bonds | $144,068 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $2,303 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $166,371 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-9,360 |
| 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 | $198 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $198 |
| 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 | $162,454 |
| Net value of noncharitable-use assets | $160,020 |
| Minimum investment return | $8,001 |
| Distributable Amount (for 2012) | |
| Distributable amount | $7,803 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $7,803 |
| 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 | Rudi Schulte Research Institute | 125 E De La Guerra St Ste 201, Santa Barbara, CA 93101-2224 | CA | 1975-10 | $6,124,616 |
| 2 | Rudisill Charitable Foundation | PO BOX 194, Pleasanton, CA 94566-0019 | CA | 2001-05 | $549,748 |
| 3 | Rudolf & Maria Felgenhauer Trust For The Calistoga Police Dept, Anderson James L Ttee | PO BOX 676, Calistoga, CA 94515-0676 | CA | 1993-10 | $32,027 |
| 4 | Rudolf Steiner Libraries Inc | 110 Martin Alley, Pasadena, CA 91105 | CA | 1949-08 | $0 |
| 5 | Rudolph A & Laura M Darrigone Charitable Tr, Darrigone Rudolph A Ttee | 165 Lennon Ln Ste 200, Walnut Creek, CA 94598-2447 | CA | 1999-05 | $347,221 |
| 6 | Rudolph F Monte Foundation | 783 Rio Del Mar Blvd Ste 39, Aptos, CA 95003-4700 | CA | 1996-06 | $93,315 |
| 7 | Rudolph J & Daphne A Munzer Foundation | 3450 E Spring St Ste 218, Long Beach, CA 90806-2463 | CA | 1996-01 | $3,361,104 |
| 8 | Rudolph L Glasel Charitable Tr 08142000, Glasel Jennie Pico Ttee | 3859 Bernice Dr, San Diego, CA 92107-2701 | CA | 2000-11 | $32,126 |
| 9 | Ruel Foundation Usa | 3845 Coffey Ln, Santa Rosa, CA 95403-1617 | CA | 2006-10 | $120,916 |
| 10 | Ruff Riders Rescue Inc | 556 Riverdale Dr Ste A, Glendale, CA 91204-1471 | CA | 2005-08 | $5,749 |
| 11 | Rufie Pease Memorial Foundation | 4805 Saint Thomas Dr, Fair Oaks, CA 95628-5310 | CA | 1993-01 | $127,363 |
| 12 | Rufino Contreras Affordable Housing Corporation Inc | 29700 Woodford Tehachapi Rd, Keene, CA 93531 | CA | 2002-03 | $3,242,750 |
| 13 | Ruhkala Elementary Ptc | 6530 Turnstone Way, Rocklin, CA 95765-5865 | CA | 2007-12 | $67,011 |
| 14 | Ruiz For Kids Inc | PO BOX 37, Dinuba, CA 93618-0037 | CA | 1991-08 | $894,476 |
| 15 | Ruiz Homes Inc | 51940 Pettitt Rd, Oakhurst, CA 93644-8684 | CA | 1992-06 | $0 |
| 16 | Runaway Stage Productions Inc | 5050 Laguna Blvd, Elk Grove, CA 95758-4151 | CA | 2000-01 | $292,253 |
| 17 | Runners Basketball Camp Inc | 419 Ocean Ave, Santa Monica, CA 90402 | CA | 1999-12 | $20,800 |
| 18 | Running School | 240 Katherine Way, Auburn, CA 95603-5720 | CA | 2007-02 | $34,977 |
| 19 | Running Springs Area Chamber Of Commerce | PO BOX 96, Running Springs, CA 92382 | CA | 2001-08 | $27,050 |
| 20 | Rupert H Johnson Jr Foundation | One Franklin Pkwy Bldg 920 4th Flr, San Mateo, CA 94403-1906 | CA | 1993-02 | $368,981 |
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