Wald Foundation in Sherman 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
| Wald Foundation | |
| Employer Identification Number (EIN) | 237397317 |
| Name of Organization | Wald Foundation |
| Address | 13701 Riverside Dr Ste 500, Sherman Oaks, CA 91423-2448 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1974 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 03/2012 |
| Assets | $100,000 to $499,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $258,366 |
| Amount of Income | $985,252 |
| Form 990 Revenue Amount | $-12,252 |
Non-representatives - add comments:
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 | $-12,252 | $131 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $7 | |||
| Dividends and interest from securities | $124 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $53,829 | $1,597 | $0 | $49,455 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $4,374 | $1,597 | $0 | |
| Contributions, gifts, grants paid | $49,455 | |||
| Excess of revenue over expenses and disbursements | $-66,081 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $258,366 | $258,366 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $28,898 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $14,500 | |
| Other | $214,968 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $258,366 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-12,383 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $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 | $5,000 |
| Net value of noncharitable-use assets | $4,920 |
| Minimum investment return | $246 |
| Distributable Amount (for 2012) | |
| Distributable amount | $246 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $246 |
| 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 | W R C Foundation Inc | 1963 Apple St, Oceanside, CA 92054-4426 | CA | 1994-04 | $1 |
| 2 | Wacom | PO BOX 1876, Ridgecrest, CA 93556-1876 | CA | 2009-10 | $80,820 |
| 3 | Wade Thomas Parents Club | 150 Ross Ave, San Anselmo, CA 94960-2941 | CA | 1978-12 | $73,388 |
| 4 | Wadhwani Foundation | 50 California St Ste 3550, San Francisco, CA 94111-4717 | CA | 1998-06 | $-2,186 |
| 5 | Wagner Society Of Northern California | PO BOX 5500, San Francisco, CA 94159 | CA | 1985-08 | $73,722 |
| 6 | Wah Mei School | 1400 Judah St, San Francisco, CA 94122-1824 | CA | 1974-05 | $1,227,051 |
| 7 | Wain Foundation | 10153 1/2 Riverside Dr, Toluca Lake, CA 91602-2561 | CA | 1965-04 | $8,492 |
| 8 | Waitte Foundation | 19 Glen Ridge Ave, Los Gatos, CA 95030-5819 | CA | 2000-12 | $578,355 |
| 9 | Wakan | 72 Oak Springs Dr, San Anselmo, CA 94960-1345 | CA | 1987-08 | $50,437 |
| 10 | Waking The Village | PO BOX 160085, Sacramento, CA 95816-0085 | CA | 2000-04 | $699,335 |
| 11 | Wald Foundation | 13701 Riverside Dr Ste 500, Sherman Oaks, CA 91423-2448 | CA | 1974-10 | $985,252 |
| 12 | Walden House Inc | 1735 Mission St, San Francisco, CA 94103-2417 | CA | 1969-10 | $53,706,244 |
| 13 | Waldorf In North Coastal Inc, Sanderling School | PO BOX 232279, Encinitas, CA 92023-2279 | CA | 1999-09 | $2,215,027 |
| 14 | Waldorf Institute Of Southern California | 17100 Superior St, Northridge, CA 91325-1911 | CA | 1975-03 | $357,336 |
| 15 | Waldorf School Of Mendocino County | PO BOX 349, Calpella, CA 95418-0349 | CA | 1979-05 | $1,054,025 |
| 16 | Waldorf School Of The Peninsula Inc | 11311 Mora Dr, Los Altos, CA 94024-6523 | CA | 1985-02 | $4,245,703 |
| 17 | Wallace R Barr And Roberta A Barr Ccharitable Foundation | 1525 Venadero Rd, Pebble Beach, CA 93953 | CA | 2006-06 | $1,449 |
| 18 | Wallace Ranch Water Company | PO BOX 44259, Lemon Cove, CA 93244-0259 | CA | 1938-11 | $59,632 |
| 19 | Wallis Foundation | 1880 Century Park E Ste 700, Los Angeles, CA 90067-1618 | CA | 1959-06 | $15,275,982 |
| 20 | Walnut Creek Area Chamber Of Commerce | 1280 Civic Dr Ste 100, Walnut Creek, CA 94596-7219 | CA | 1952-10 | $1,096,201 |
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