Tagliaferri Foundation in Camarillo, 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
Tagliaferri Foundation | |
Employer Identification Number (EIN) | 954294031 |
Name of Organization | Tagliaferri Foundation |
Address | 79 Daily Dr 277, Camarillo, CA 93010-5807 |
Activities | Scholarships (other) |
Subsection | Charitable Organization |
Ruling Date | 11/1991 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Tax Period | 12/2012 |
Assets | $500,000 to $999,999 |
Income | $1 to $9,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $984,651 |
Amount of Income | $4,509 |
Form 990 Revenue Amount | $7,197 |
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 | $4,509 | $4,439 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $808 | |||
Dividends and interest from securities | $3,631 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $70 | |||
Total expenses and disbursements | $30,320 | $1,255 | $0 | $29,065 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $1,255 | $1,255 | $0 | |
Contributions, gifts, grants paid | $29,065 | |||
Excess of revenue over expenses and disbursements | $-25,811 | |||
Net investment income | $3,184 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $984,651 | $986,637 |
Cash - non-interest-bearing | $193,766 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $300,000 | |
Other | $490,885 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $984,651 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
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 | $64 |
Total credits and payments | $65 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $65 |
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 | $1 |
Amount to be credited to 2013 estimated tax | $1 |
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 | $963,158 |
Net value of noncharitable-use assets | $948,720 |
Minimum investment return | $47,436 |
Distributable Amount (for 2012) | |
Distributable amount | $47,372 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $47,372 |
Undistributed income for 2012. This amount must be distributed in 2013 | $17,640 |
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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11 | Tagliaferri Foundation | 79 Daily Dr 277, Camarillo, CA 93010-5807 | CA | 1991-11 | $4,509 |
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16 | Tahoe Senior Plaza Inc | 6120 Stoneridge Mall Rd 3rd Floor, Pleasanton, CA 94588-3296 | CA | 1998-04 | $323,277 |
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18 | Tailwagger Foundation Of America | 2252 Craig Dr, Oxnard, CA 93036-2429 | CA | 1950-06 | $11,174 |
19 | Taipei First Girls High School Alumni Association Of Northern Ca | 4032 Clipper Ct, Fremont, CA 94538-6540 | CA | 2000-03 | $44,304 |
20 | Taiwanese American Seniors Association Of Southern California | 10454 Valley Blvd, El Monte, CA 91731-2444 | CA | 1980-12 | $13,116 |
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