Webb Charitable Trust, Webb Max Ttee & Grantor in Beverly Hills, 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
| Webb Charitable Trust, Webb Max Ttee & Grantor | |
| Employer Identification Number (EIN) | 954314992 |
| Name of Organization | Webb Charitable Trust |
| Secondary Name | Webb Max Ttee & Grantor |
| In Care of Name | Max Webb |
| Address | 8383 Wilshire Blvd Ste 740, Beverly Hills, CA 90211-2406 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1991 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2012 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $204,232 |
| Amount of Income | $450,674 |
| Form 990 Revenue Amount | $269 |
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 | $269 | $676 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $676 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $145,574 | $5,574 | $0 | $140,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $5,574 | $5,574 | $0 | |
| Contributions, gifts, grants paid | $140,000 | |||
| Excess of revenue over expenses and disbursements | $-145,305 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $204,232 | $203,619 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $101,385 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $102,847 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $204,232 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-407 |
| 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 | $126 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $126 |
| 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 |
| Overpayment | $126 |
| Amount to be credited to 2013 estimated tax | $126 |
| 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 | $300,144 |
| Net value of noncharitable-use assets | $295,640 |
| Minimum investment return | $14,782 |
| Distributable Amount (for 2012) | |
| Distributable amount | $14,782 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $14,782 |
| 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 | Way Back | 2516 A St, San Diego, CA 92102-2111 | CA | 1972-02 | $457,103 |
| 2 | Wayne T Kennedy And Lorelei Frockwell Family Foundation | 371 Elm St, San Carlos, CA 94070-2214 | CA | 2007-02 | $139,767 |
| 3 | Wcs Parents Club Foundation, Wcs Parents' Club Foundation | 45768 Portola Avenue, Palm Desert, CA 92260 | CA | 1999-10 | $294,640 |
| 4 | We Care A Lot Foundation | 5200 Churn Creek Rd Ste E, Redding, CA 96002-3930 | CA | 2002-07 | $821,037 |
| 5 | We Care For Youth | 3701 Via Palomino, Pls Vrds Est, CA 90274-1166 | CA | 1994-12 | $20,979 |
| 6 | We Care Personal Services Inc | 1922 The Alameda Ste 101, San Jose, CA 95126-1458 | CA | 1982-12 | $594,023 |
| 7 | We Care Services For Children | 2191 Kirker Pass Rd, Concord, CA 94521-1629 | CA | 1962-06 | $3,121,290 |
| 8 | We Serv Mission For The Poor | 7449 Burbank St, San Diego, CA 92111-4352 | CA | 2004-04 | $0 |
| 9 | We Tell Stories Inc | 5740 York Blvd, Los Angeles, CA 90042-2617 | CA | 1983-06 | $85,816 |
| 10 | Weaverville Joss House Association | 19571 Prospect Peak Dr, Cottonwood, CA 96022 | CA | 1985-01 | $0 |
| 11 | Webb Charitable Trust, Webb Max Ttee & Grantor | 8383 Wilshire Blvd Ste 740, Beverly Hills, CA 90211-2406 | CA | 1991-07 | $450,674 |
| 12 | Weber Point Yacht Club | 5700 Starboard Lane, Discovery Bay, CA 94505 | CA | 1971-04 | $19,746 |
| 13 | Weca Health And Welfare Trust, Veba | 3695 Bleckely St, Mather, CA 95655-4133 | CA | 2005-11 | $3,600,498 |
| 14 | Wednesday Club | 540 Ivy Ln, San Diego, CA 92103-5003 | CA | 1938-11 | $99,649 |
| 15 | Wee Companions | 975 Iris Ave, Imperial Bch, CA 91932-3438 | CA | 2003-04 | $73,589 |
| 16 | Wee Lil People Preschool Inc | 650 Alma Ave, Oakland, CA 94610-3837 | CA | 1996-05 | $179,263 |
| 17 | Wee Poets | 2012 Grant St Apt 2, Berkeley, CA 94703-1529 | CA | 1996-04 | $50,448 |
| 18 | Weed Historic Lumber Town Museum | 303 Gilman Ave, Weed, CA 96094 | CA | 1986-04 | $0 |
| 19 | Wei Family Foundation | 123 E San Carlos St 106, San Jose, CA 95112-3680 | CA | 2005-06 | $70,013 |
| 20 | Weibel Parent Teacher Organization | 45135 S Grimmer Blvd, Fremont, CA 94539-6631 | CA | 2001-01 | $142,767 |
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