The Frankel Foundation in Tarzana, 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
| The Frankel Foundation | |
| Employer Identification Number (EIN) | 133187074 |
| Name of Organization | The Frankel Foundation |
| In Care of Name | Raymond Frankel |
| Address | 18321 Ventura Blvd Ste 900, Tarzana, CA 91356-4251 |
| Activities | "Unspecified" |
| Subsection | Charitable Organization |
| Ruling Date | 03/1984 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $7,846,961 |
| Amount of Income | $3,867,718 |
| Form 990 Revenue Amount | $926,120 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $598,130 | $403,976 | $0 | |
| Contributions, gifts, grants, etc., received | $303,967 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $403,976 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $541,381 | $0 | $0 | $541,381 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $123,389 | $0 | $123,389 | |
| Contributions, gifts, grants paid | $417,992 | |||
| Excess of revenue over expenses and disbursements | $56,749 | |||
| Net investment income | $403,976 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $7,846,961 | $11,108,237 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $7,846,961 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $7,846,961 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-109,813 |
| 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 | $8,080 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $8,080 |
| 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 | $10,482,987 |
| Net value of noncharitable-use assets | $10,325,740 |
| Minimum investment return | $516,287 |
| Distributable Amount (for 2012) | |
| Distributable amount | $508,207 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $508,207 |
| 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 | The Entrepreneurial Network Incorporated | PO BOX 451367, Los Angeles, CA 90045 | CA | 2004-10 | $1,594 |
| 2 | The Essential Image Source Foundation | 30765 Pacific Coast Highway 249, Malibu, CA 90265 | CA | 2000-04 | $0 |
| 3 | The Farm School Inc | 2 A Liberty, Aliso Viejo, CA 92656-3829 | CA | 2007-01 | $72,568 |
| 4 | The Felice Foundation | PO BOX 265, Pls Vrds Est, CA 90274-0265 | CA | 1988-06 | $101,621 |
| 5 | The Fieldstead Charitable Trust | PO BOX 19599, Irvine, CA 92623-9599 | CA | 1985-11 | $12,216 |
| 6 | The Filipino Community Of Watsonville And Victory | PO BOX 563, Watsonville, CA 95077-0563 | CA | 1987-06 | $24,987 |
| 7 | The Foresight Institute | PO BOX 61058, Palo Alto, CA 94306-6058 | CA | 1991-05 | $950,048 |
| 8 | The Forgotten International | PO BOX 192066, San Francisco, CA 94119-2066 | CA | 2008-08 | $291,739 |
| 9 | The Found Theatre Inc | 599 Long Beach Blvd, Long Beach, CA 90802 | CA | 1986-06 | $17,266 |
| 10 | The Foundation For St Cyril School, St Cyril Foundation | 16350 Ventura Blvd Ste 101-D, Encino, CA 91436-5300 | CA | 2007-11 | $75,513 |
| 11 | The Frankel Foundation | 18321 Ventura Blvd Ste 900, Tarzana, CA 91356-4251 | CA | 1984-03 | $3,867,718 |
| 12 | The Free History Project Inc | 1306 Milvia St, Berkeley, CA 94709-1935 | CA | 2003-02 | $154,427 |
| 13 | The Freedom Project | 10 Leatherwood Ct, Coto De Caza, CA 92679-5230 | CA | 2008-02 | $1,027 |
| 14 | The Friendship Club | 138 New Mohawk Road, Nevada City, CA 95959-3244 | CA | 1992-04 | $535,067 |
| 15 | The Frost Foundation, 800-74e95 | 1550 Tiburon Blvd G436, Tiburon, CA 94920-2564 | CA | 2002-05 | $1,689,693 |
| 16 | The G And G Lushing Family Foundation | 10800 Wilshire Blvd Apt 212, Los Angeles, CA 90024-4204 | CA | 1964-04 | $90,830 |
| 17 | The Galt Area Historical Society | PO BOX 782, Galt, CA 95632-0782 | CA | 1992-06 | $65,908 |
| 18 | The George E Hewitt Foundation For Medical Research | 1048 Irvine Ave 742, Newport Beach, CA 92660-4602 | CA | 1983-07 | $3,363,807 |
| 19 | Glendale Rose Float Association | PO BOX 564, Glendale, CA 91209 | CA | 1994-04 | $25,297 |
| 20 | The Gnostic Movement | PO BOX 99167, Emeryville, CA 94662-9167 | CA | 2003-06 | $253,482 |
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