The Ronald Davis Family Foundation Inc, Co Stanley Schwarts Esquire in Los Angeles, 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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Other organizations in California
| The Ronald Davis Family Foundation Inc, Co Stanley Schwarts Esquire | |
| Employer Identification Number (EIN) | 061395552 |
| Name of Organization | The Ronald Davis Family Foundation Inc |
| Secondary Name | Co Stanley Schwarts Esquire |
| In Care of Name | Aspiriant Llc |
| Address | 11100 Santa Monica Blvd, Los Angeles, CA 90025-3384 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $798,105 |
| Amount of Income | $150,933 |
| Form 990 Revenue Amount | $37,137 |
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 | $29,798 | $31,787 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $17,660 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-1,992 | |||
| Other | $14,130 | |||
| Total expenses and disbursements | $126,951 | $17,025 | $0 | $109,039 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $24,678 | $17,025 | $6,766 | |
| Contributions, gifts, grants paid | $102,273 | |||
| Excess of revenue over expenses and disbursements | $-97,153 | |||
| Net investment income | $14,762 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $869,233 | $869,233 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $344,410 | |
| Investments-corporate bonds | $60,803 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $400,213 | |
| Other | $63,807 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $869,233 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $14,130 |
| 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 | $295 |
| Total credits and payments | $1,774 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,774 |
| 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 | $1,479 |
| Amount to be credited to 2013 estimated tax | $1,479 |
| 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 | $894,295 |
| Net value of noncharitable-use assets | $880,880 |
| Minimum investment return | $44,044 |
| Distributable Amount (for 2012) | |
| Distributable amount | $43,749 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $43,749 |
| 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 |
| Unrelated Trade or Business Income (for 2008) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $2,651 | $0 | $2,651 |
| Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
| Cost of goods sold | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 |
| Capital gain net income | $0 | $0 | $0 |
| Net gain | $0 | $0 | $0 |
| Capital loss deduction for trusts | $0 | $0 | $0 |
| Income (loss) from partnerships and S corporations | $2,651 | $0 | $2,651 |
| Rent income | $0 | $0 | $0 |
| Unrelated debt-financed income | $0 | $0 | $0 |
| Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
| Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
| Exploited exempt activity income | $0 | $0 | $0 |
| Advertising income | $0 | $0 | $0 |
| Other income | $0 | $0 | $0 |
| Deductions Not Taken Elsewhere (for 2008) | |
| Total deductions | $2,312 |
| Compensation of officers, directors, and trustees | $0 |
| Salaries and wages | $0 |
| Repairs and maintenance | $0 |
| Bad debts | $0 |
| Interest | $0 |
| Taxes and licenses | $0 |
| Charitable contributions | $38 |
| Depreciation | $2,274 |
| Depletion | $0 |
| Contributions to deferred compensation plans | $0 |
| Employee benefit programs | $0 |
| Excess exempt expenses | $0 |
| Excess readership costs | $0 |
| Other deductions | $0 |
| Unrelated business taxable income | $0 |
| Unrelated business taxable income before net operating loss deduction | $339 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $339 |
| Specific deduction | $1,000 |
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| Other organizations in California | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Levine-Lent Family Foundation | 121 Steuart Street, San Francisco, CA 94105-1236 | CA | 2000-03 | $92,257 |
| 2 | The Ludy Family Foundation | PO BOX 10998, Newport Beach, CA 92658-5015 | CA | 1995-11 | $443,643 |
| 3 | The Mental Insight Foundation | 538 Broadway Ste A, Sonoma, CA 95476-6602 | CA | 1997-08 | $4,062,046 |
| 4 | The Milken Family Foundation | 1250 4th St Fl 3, Santa Monica, CA 90401-1418 | CA | 1998-11 | $132,139,244 |
| 5 | The Mission Of Tao-Confucianism | 605 E Main St, Alhambra, CA 91801-4049 | CA | 1982-06 | $140,511 |
| 6 | The Morton And Amy Friedkin Supporting Foundation | 2121 Allston Way Ste 200, Berkeley, CA 94720-6001 | CA | 2004-02 | $220,786 |
| 7 | The Pegasus School | 19692 Lexington Ln, Huntingtn Bch, CA 92646-3734 | CA | 1986-11 | $12,770,619 |
| 8 | The Portuguese American Citizenship Project Inc | 2651 Castleview Dr, Turlock, CA 95382-2976 | CA | 2003-04 | $45,433 |
| 9 | The Ray Charles Foundation | 2107 West Washington Blvd, Los Angeles, CA 90018-1536 | CA | 1986-07 | $1,349,843 |
| 10 | The Robinson Foundation | C/O Gifford Etal 700 S Flower, Los Angeles, CA 90017 | CA | 1982-06 | $598,293 |
| 11 | The Ronald Davis Family Foundation Inc, Co Stanley Schwarts Esquire | 11100 Santa Monica Blvd, Los Angeles, CA 90025-3384 | CA | 1994-07 | $150,933 |
| 12 | The Sacramento Traditional Jazz Society Inc | 106 K St Ste 1, Sacramento, CA 95814-3289 | CA | 1982-05 | $928,615 |
| 13 | The Tidings | 3424 Wilshire Blvd, Los Angeles, CA 90010-2263 | CA | 1946-03 | $2,250,763 |
| 14 | The Walt And Lilly Disney Foundation | PO BOX 2566, San Anselmo, CA 94979-2566 | CA | 1975-01 | $144,279,163 |
| 15 | The Ying Family Charitable Foundation | 1357 W Foothill Blvd, Azusa, CA 91702-2853 | CA | 2002-02 | $-6,131 |
| 16 | The Ymca Of Superior California | 1926 V St, Sacramento, CA 95818-1624 | CA | 1942-10 | $6,202,053 |
| 17 | The Zellerbach Family Foundation | 575 Market St Ste 2950, San Francisco, CA 94105-2881 | CA | 1958-04 | $18,731,642 |
| 18 | The Gwladys And John Zurlo, Given Robert H Ttee | 3029 Wilshire Blvd Ste 200, Santa Monica, CA 90403-2364 | CA | 2001-08 | $2,756,505 |
| 19 | The@san Gennaro Foundation | 16217 Kittridge St, Van Nuys, CA 91406-5815 | CA | 2004-06 | $36,495 |
| 20 | Theatre Bay Area | 1119 Market St Fl 2, San Francisco, CA 94103-1553 | CA | 1977-03 | $1,657,552 |
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