William L Leo And Margaret F Castle Foundation in Orange, 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
| William L Leo And Margaret F Castle Foundation | |
| Employer Identification Number (EIN) | 330214184 |
| Name of Organization | William L Leo And Margaret F Castle Foundation |
| Address | 143 S Waverly St, Orange, CA 92866-2124 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1987 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 03/2012 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $491,095 |
| Amount of Income | $4,978 |
| Form 990 Revenue Amount | $4,978 |
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 | $4,978 | $3,378 | $3,378 | |
| Contributions, gifts, grants, etc., received | $1,600 | |||
| Interest on savings and temporary cash investments | $1,194 | |||
| Dividends and interest from securities | $2,184 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $13,146 | $0 | $0 | $11,500 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,646 | $0 | $0 | |
| Contributions, gifts, grants paid | $11,500 | |||
| Excess of revenue over expenses and disbursements | $-8,168 | |||
| Net investment income | $3,378 | |||
| Adjusted net income | $3,378 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $491,095 | $499,912 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $31,039 | |
| Investments-corporate stock | $20,475 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $439,581 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $491,095 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $34 |
| Total credits and payments | $156 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $156 |
| 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 | $122 |
| Amount to be credited to 2013 estimated tax | $122 |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | William H And Helen M Elliott Foundation | PO BOX 15530, Beverly Hills, CA 90209-1530 | CA | 1969-07 | $6,134 |
| 2 | William H Isacoff Md Research Foundfor Gastrointestinal Cancer | 100 Ucla Medical Plz Ste 345, Los Angeles, CA 90024-6999 | CA | 2008-06 | $222,174 |
| 3 | William H Parker Los Angeles Police Foundation | 1880 Academy Dr, Los Angeles, CA 90012-1001 | CA | 1969-02 | $203,518 |
| 4 | William Hall Tippett And Ruth Rathell Tippett Foundation | 2604b El Camino Real 356, Carlsbad, CA 92008-1214 | CA | 2000-05 | $1,040,907 |
| 5 | William Hansen Sandberg Memorial Foundation | 17931 Shamley Cir, Huntingtn Bch, CA 92649-4941 | CA | 2000-09 | $15 |
| 6 | William Holden Wildlife Foundation | PO BOX 16637, Beverly Hills, CA 90209-2637 | CA | 1982-10 | $493,496 |
| 7 | William J And Catherine C Griffin Family Foundation | 2 Temple Ct, Rancho Mirage, CA 92270-3155 | CA | 1998-08 | $822 |
| 8 | William J Shupper Family Foundation Irrv Trust 12-12-96, Shupper Judi E Et Al Ttee | 1723 Fairmount Ave, La Canada, CA 91011-1632 | CA | 1997-02 | $23,003 |
| 9 | William James Association | 312 Lincoln St Ste C, Santa Cruz, CA 95060-4370 | CA | 1973-10 | $306,415 |
| 10 | Palette Inc | 1626 N Wilcox Ave 298, Los Angeles, CA 90028-6206 | CA | 1969-02 | $1 |
| 11 | William L Leo And Margaret F Castle Foundation | 143 S Waverly St, Orange, CA 92866-2124 | CA | 1987-08 | $4,978 |
| 12 | William P Neil Foundation | PO BOX 5809, Santa Barbara, CA 93150-5809 | CA | 1960-07 | $57,772 |
| 13 | William R & Virginia Hayden Foundation | 110 W Las Tunas Dr Ste A, San Gabriel, CA 91776-1346 | CA | 1962-09 | $2,033,320 |
| 14 | William R Grigsby Foundation | 20001 Canyon Dr, Yorba Linda, CA 92886-6059 | CA | 1999-10 | $5,000 |
| 15 | Williams Lewellin Family Foundation, Richard M Ryan Ttee | PO BOX 21, Duncans Mills, CA 95430-0021 | CA | 2008-06 | $320,714 |
| 16 | Willie L Brown Jr Center On Politics And Public Service | 560 Mission St Ste 2800, San Francisco, CA 94105-2989 | CA | 2003-12 | $4,000 |
| 17 | Willis W & Ethel M Clark Foundation | PO BOX 89, Pebble Beach, CA 93953-0089 | CA | 1955-02 | $25,676 |
| 18 | Willison Fam Charitable Foundation | 10601 Wilshire Blvd Apt 1004, Los Angeles, CA 90024-4520 | CA | 1997-01 | $82,613 |
| 19 | Willits Daily Bread Corporation | PO BOX 1826, Willits, CA 95490-1826 | CA | 2000-04 | $54,489 |
| 20 | Willits Frontier Days Inc | PO BOX 800, Willits, CA 95490-0800 | CA | 1952-09 | $196,444 |
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