Winifred And Harry B Allen Foundation in Belvedere, 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
| Winifred And Harry B Allen Foundation | |
| Employer Identification Number (EIN) | 946100550 |
| Name of Organization | Winifred And Harry B Allen Foundation |
| Address | 83 Beach Rd, Belvedere, CA 94920-2388 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1964 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Association |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,821,036 |
| Amount of Income | $3,889,853 |
| Form 990 Revenue Amount | $74,217 |
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 | $-47,371 | $47,161 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $39,150 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $9,389 | |||
| Total expenses and disbursements | $137,867 | $9,949 | $0 | $127,918 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $34,167 | $9,949 | $24,218 | |
| Contributions, gifts, grants paid | $103,700 | |||
| Excess of revenue over expenses and disbursements | $-185,238 | |||
| Net investment income | $37,212 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,818,816 | $2,207,841 |
| Cash - non-interest-bearing | $4 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,709,246 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $109,566 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,818,816 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-95,910 |
| 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 | $372 |
| Total credits and payments | $4,503 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $4,503 |
| 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 | $4,131 |
| Amount to be credited to 2013 estimated tax | $4,131 |
| 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 | $2,322,376 |
| Net value of noncharitable-use assets | $2,287,540 |
| Minimum investment return | $114,377 |
| Distributable Amount (for 2012) | |
| Distributable amount | $114,005 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $114,005 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $83,537 |
| 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 | Windsor Square Hancock Park Historical Society Rancho La Brea | 137 N Larchmont Blvd 135, Los Angeles, CA 90004-3704 | CA | 1976-11 | $53,225 |
| 2 | Windy Bay Foundation | PO BOX 670, Saint Helena, CA 94574-0670 | CA | 1983-11 | $237,160 |
| 3 | Wine & Food Society Of Southern California Inc | 650 Elkins Rd, Los Angeles, CA 90049-1904 | CA | 1983-02 | $92,889 |
| 4 | Wine Artisans Of Santa Lucia Highlands | 1645 River Rd, Salinas, CA 93908-8751 | CA | 2006-06 | $149,044 |
| 5 | Wine Country Aquatics Of Napa, Wcan | PO BOX 5582, Napa, CA 94581-0582 | CA | 2009-08 | $59,147 |
| 6 | Winegrowers Of Napa County | PO BOX 5937, Napa, CA 94581-0937 | CA | 1998-08 | $198,499 |
| 7 | Winfield Family Foundation | 10960 Wilshire Blvd Fl 5, Los Angeles, CA 90024-3708 | CA | 1999-02 | $1 |
| 8 | Wingate Foundation | 2451 Knob Hill Dr, Riverside, CA 92506-3436 | CA | 1999-05 | $158,512 |
| 9 | Wings Of Hope Malawi | PO BOX 1372, Redwood City, CA 94064-1372 | CA | 2009-05 | $49,451 |
| 10 | Winiarski Family Foundation | PO BOX 3327, Yountville, CA 94599-3327 | CA | 2007-08 | $5,191,372 |
| 11 | Winifred And Harry B Allen Foundation | 83 Beach Rd, Belvedere, CA 94920-2388 | CA | 1964-03 | $3,889,853 |
| 12 | Winnarainbow Inc | 1301 Henry St, Berkeley, CA 94709-1928 | CA | 1983-04 | $1,146,092 |
| 13 | Winnett Foundation | Co Macys West 2850 N Main St, Santa Ana, CA 92705 | CA | 1957-04 | $5,507 |
| 14 | Winter Guard Association Of Southern California | 16027 Brookhurst St Ste G Pmb 334, Fountain Vly, CA 92708-1562 | CA | 1993-01 | $480,200 |
| 15 | Winters Community Theater | PO BOX 728, Winters, CA 95694-0728 | CA | 2006-05 | $25,534 |
| 16 | Winters Conservancy | PO BOX 92, Dunnigan, CA 95937-0092 | CA | 2000-04 | $42 |
| 17 | Winters High School Grad Nite Parent Group | PO BOX 377, Winters, CA 95694-0377 | CA | 2005-07 | $18,879 |
| 18 | Wintriss Technical Schools Inc | PO BOX 910471, San Diego, CA 92191-0471 | CA | 2006-10 | $124,544 |
| 19 | Wired International | PO BOX 371132, Montara, CA 94037-1132 | CA | 2000-06 | $254,757 |
| 20 | Wise & Healthy Aging | 1527 4th St Ste 250, Santa Monica, CA 90401-2363 | CA | 1973-04 | $11,692,167 |
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