William & Lillian Schwartz Charitable Foundation, Kunian Stephen T Ttee in La Jolla, 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 & Lillian Schwartz Charitable Foundation, Kunian Stephen T Ttee | |
| Employer Identification Number (EIN) | 046144193 |
| Name of Organization | William & Lillian Schwartz Charitable Foundation |
| Secondary Name | Kunian Stephen T Ttee |
| In Care of Name | M Sable |
| Address | 1331 Caminito Diadema, La Jolla, CA 92037-7168 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1967 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $240,000 |
| Amount of Income | $13,985 |
| Form 990 Revenue Amount | $10,959 |
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 | $13,988 | $13,988 | $13,988 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $13,988 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $28,801 | $1,237 | $0 | $27,564 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,475 | $1,237 | $1,238 | |
| Contributions, gifts, grants paid | $26,326 | |||
| Excess of revenue over expenses and disbursements | $-14,813 | |||
| Net investment income | $12,751 | |||
| Adjusted net income | $13,988 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $249,323 | $286,184 |
| Cash - non-interest-bearing | $2,722 | |
| Investments-U.S. and state government obligations | $150,000 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $90,000 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $6,601 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $249,323 | |
| 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 | $128 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $128 |
| Overpayment | $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 | $301,865 |
| Net value of noncharitable-use assets | $297,340 |
| Minimum investment return | $14,867 |
| Distributable Amount (for 2012) | |
| Distributable amount | $14,739 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $14,739 |
| 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 | Wildlife Shelter Inc | P O Box 122, Homewood, CA 96141 | CA | 1993-04 | $19,442 |
| 2 | Wildomar Chamber Of Commerce | PO BOX 885, Wildomar, CA 92595-0885 | CA | 1991-04 | $75,117 |
| 3 | Wildwood Elementry School Inc | 12201 Washington Pl, Los Angeles, CA 90066-4920 | CA | 1975-05 | $25,329,784 |
| 4 | Will C Wood Band And Orchestra Boosters Association, Will C Wood Music Boosters | PO BOX 901, Vacaville, CA 95696 | CA | 1993-05 | $10,321 |
| 5 | Will C Wood High School Grad Nite Committee, Will C Wood Grad Nite Wcw Grad Nite | Po Box 1229, Vacaville, CA 95695 | CA | 1998-01 | $31,492 |
| 6 | Will C Wood Sylvan Choir Boosters Association | PO BOX 906, Vacaville, CA 95696-0906 | CA | 1994-02 | $82,560 |
| 7 | Will Rogers Motion Picture Pioneers Foundation | 10045 Riverside Dr Fl 3, Toluca Lake, CA 91602-2543 | CA | 1937-08 | $12,930,937 |
| 8 | Willard And Renee Wade Foundation | 10100 Santa Monica Blvd Ste 2200, Los Angeles, CA 90067-4120 | CA | 2009-04 | $1,246,184 |
| 9 | Willard E Bartel Foundation | 465 Elizabeth Ct, Templeton, CA 93465-8766 | CA | 1985-10 | $38,318 |
| 10 | Willard L Marmelzat Foundation | PO BOX 1346, Sebastopol, CA 95473-1346 | CA | 1968-07 | $59,786 |
| 11 | William & Lillian Schwartz Charitable Foundation, Kunian Stephen T Ttee | 1331 Caminito Diadema, La Jolla, CA 92037-7168 | CA | 1967-02 | $13,985 |
| 12 | William & Roxann Happ Foundation | 26425 Taaffe Rd, Los Altos Hls, CA 94022-4448 | CA | 1996-11 | $1 |
| 13 | William A Wheeler & Florence R Foundation | 2012 E St, Bakersfield, CA 93301-4223 | CA | $2,170,596 | |
| 14 | William And Charlene Glikbarg Foundation | 200 W Victoria St, Santa Barbara, CA 93101-3627 | CA | 2001-07 | $1,049,672 |
| 15 | William And Doreen Wong Foundation | 10727 Paramount Blvd Ste 8, Downey, CA 90241-3336 | CA | 2006-01 | $41,692 |
| 16 | William And Inez Mabie Family Foundation | 1 Maritime Plz Fl 18, San Francisco, CA 94111-3508 | CA | 1989-08 | $1,691,022 |
| 17 | William And Ingrid Poole Family Foundation | 1028 Savoy St, San Diego, CA 92107-4111 | CA | 2007-07 | $2,374 |
| 18 | William And Renee Curtis Fam Foundation | 1451 Bonnymede Dr, Santa Barbara, CA 93108-2866 | CA | 2003-01 | $11,437 |
| 19 | William And Virda Stevens 1981 Charitable Trust | 19920 Buckhaven Ln, Saratoga, CA 95070-5014 | CA | 1985-01 | $723 |
| 20 | William Birdwell Charitable Tr, Frank Stephen T Ttee | 1114 State St Ste 271, Santa Barbara, CA 93101-2733 | CA | 2004-02 | $129,725 |
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