Weiser Family Foundation in Kentfield, 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
| Weiser Family Foundation | |
| Employer Identification Number (EIN) | 943193057 |
| Name of Organization | Weiser Family Foundation |
| In Care of Name | John W Weiser |
| Address | 23 Spring Rd, Kentfield, CA 94904-2624 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $640,686 |
| Amount of Income | $57,367 |
| Form 990 Revenue Amount | $775 |
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 | $9,052 | $12,031 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $12,031 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $67,243 | $1,183 | $0 | $66,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,243 | $1,183 | $0 | |
| Contributions, gifts, grants paid | $66,000 | |||
| Excess of revenue over expenses and disbursements | $-58,191 | |||
| Net investment income | $10,848 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $640,686 | $622,999 |
| Cash - non-interest-bearing | $20,283 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $553,985 | |
| Investments-corporate bonds | $66,418 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $640,686 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-2,979 |
| 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 | $217 |
| Total credits and payments | $372 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $372 |
| 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 | $155 |
| Amount to be credited to 2013 estimated tax | $155 |
| 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 | $636,628 |
| Net value of noncharitable-use assets | $627,080 |
| Minimum investment return | $31,354 |
| Distributable Amount (for 2012) | |
| Distributable amount | $31,137 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $31,137 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Ackright Premier Sports Inc in San Dimas, CA
 |
|
Trust Funds Inc in San Francisco, CA
|
| Foothill High School Super Boosters Club in Santa Ana, CA |
Hoi Bac Ai Phanxico Franciscan Charity Inc in San Francisco, CA
 |
|
Cuddlybear Thrift Store Inc in Fortuna, CA
|
Apostle Paul Ministries in Hayward, CA
 |
|
Adat Ari El in N Hollywood, CA
|
| Iglesia De Jesucristo Palabra-Miel in El Cajon, CA |
|
Nze Foundation in Vista, CA
|
|
Sgi-Usa Endowment in Santa Monica, CA
|
| Other organizations in California | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Wayne Gretzky Foundation Usa | 650 N Sepulveda Blvd, Los Angeles, CA 90049-2108 | CA | 2002-09 | $98,344 |
| 2 | Wclp Endowment Foundation | 3701 Wilshire Blvd Ste 208, Los Angeles, CA 90010-2826 | CA | 2006-02 | $85,454 |
| 3 | We Are Coaches | 1341 Calle Scott, Encinitas, CA 92024-5532 | CA | 1996-11 | $74,249 |
| 4 | We Can Help Foundation | 8455 S Van Ness Ave, Inglewood, CA 90305 | CA | 2006-04 | $135,112 |
| 5 | We Care About Kids Inc | 2400 Whitman Place, Los Angeles, CA 90068 | CA | 1994-11 | $0 |
| 6 | We Care Program-Turlock | 220 S Broadway, Turlock, CA 95380-5459 | CA | 2006-11 | $101,652 |
| 7 | Web 3d Consortium Inc | 650 Castro Street 120-490, Mountain View, CA 94041-2055 | CA | 1997-12 | $104,652 |
| 8 | Wee Friends Preschool | PO BOX 596, Riverdale, CA 93656-0596 | CA | 1986-07 | $9,325 |
| 9 | Wehah Farm Inc Tax Exempt Trust For Welfare Benefits | PO BOX 369, Richvale, CA 95974-0369 | CA | 1995-09 | $1,317,070 |
| 10 | Wei-Kung Institute | 5576 Bloch St, San Diego, CA 92122-4012 | CA | 1986-02 | $3,092 |
| 11 | Weiser Family Foundation | 23 Spring Rd, Kentfield, CA 94904-2624 | CA | 1994-04 | $57,367 |
| 12 | Weldon B Jolley Foundation | 25884 Business Center Dr Ste A, Redlands, CA 92374-4516 | CA | 2001-03 | $7,935 |
| 13 | Wender-Weis Foundation For Children | 555 Bryant Street Suite 300, Palo Alto, CA 94301-1704 | CA | 1994-09 | $284,974 |
| 14 | Werewolf Servco Ltd | 3650 White Alder, Sonoma, CA 95476-8963 | CA | 2005-04 | $0 |
| 15 | Wesley Foundation Merced | 899 Yosemite Pkwy, Merced, CA 95340-5137 | CA | 2006-09 | $79,429 |
| 16 | West Altadena Development Corporation | 2200 Powell St Ste 530, Emeryville, CA 94608-1876 | CA | 2004-02 | $381,010 |
| 17 | West Angeles Community Development Corporation | 6028 Crenshaw Blvd, Los Angeles, CA 90043-3904 | CA | 1995-07 | $2,566,684 |
| 18 | West Coast Active Riders Inc | 2973 Harbor Blvd, Costa Mesa, CA 92626 | CA | 2000-09 | $0 |
| 19 | West Coast Allergy And Asthmanetwork | 5521 Calico Ln, Pleasanton, CA 94566-6401 | CA | 2006-06 | $50,315 |
| 20 | West Coast College Of Biological Psychiatry Inc | 204 Du Bois St, San Rafael, CA 94901-5107 | CA | 1992-05 | $9,669 |
Organization representatives - add corrected or new information about Weiser Family Foundation »
Non-representatives - add comments about Weiser Family Foundation»