Zousmer Family Foundation in Rcho Santa Fe, 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
| Zousmer Family Foundation | |
| Employer Identification Number (EIN) | 363501184 |
| Name of Organization | Zousmer Family Foundation |
| Address | 18434 Calle La Serra, Rcho Santa Fe, CA 92091-0133 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1987 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $38,575 |
| Amount of Income | $1,200 |
| Form 990 Revenue Amount | $143 |
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 | $1,200 | $1,200 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,200 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $7,297 | $765 | $0 | $6,532 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $765 | $765 | $0 | |
| Contributions, gifts, grants paid | $6,532 | |||
| Excess of revenue over expenses and disbursements | $-6,097 | |||
| Net investment income | $435 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $38,575 | $123,746 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $34,020 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $4,555 | |
| Total liabilities | $6,262 | |
| Mortgages and other notes payable | $0 | |
| Other | $6,262 | |
| Total liabilities and net assets/fund balances | $32,313 | |
| 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 | $9 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $9 |
| 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 | $116,594 |
| Net value of noncharitable-use assets | $108,680 |
| Minimum investment return | $5,434 |
| Distributable Amount (for 2012) | |
| Distributable amount | $5,425 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $5,425 |
| 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 | Zhangli Family Foundation | 15500 Quail Run Ct, Saratoga, CA 95070-6339 | CA | 2010-03 | $4,000 |
| 2 | Zlac Rowing Club Ltd | 1111 Pacific Beach Dr, San Diego, CA 92109-5149 | CA | 1940-09 | $639,756 |
| 3 | Zodiacaurora Foundation | 63 Butero Ln, Milpitas, CA 95035-6201 | CA | 2008-05 | $32,297 |
| 4 | Zoglin Family Foundation | 1005 Los Altos Ave, Los Altos, CA 94022-1017 | CA | 2000-06 | $8,000 |
| 5 | Zoline Foundation | 1723 Cloverfield Blvd, Santa Monica, CA 90404-4007 | CA | 1956-04 | $486,175 |
| 6 | Zone Mutual Water Company | PO BOX 239, Somis, CA 93066-0239 | CA | 1934-09 | $1,699,363 |
| 7 | Zonta Club Of The Scv Foundation | PO BOX 220117, Newhall, CA 91322-0117 | CA | 1999-06 | $133,742 |
| 8 | Zonta International, Zonta Foundation Of Antelope Valley | Po Box 1322, Lancaster, CA 93584-1322 | CA | 1997-07 | $4,568 |
| 9 | The Zonta Club Of The Santa Clarita Valley Area | Po Box 220117, Newhall, CA 91321 | CA | 1953-05 | $0 |
| 10 | Conservation Ambassadors Inc | PO BOX 1998, Paso Robles, CA 93447-1998 | CA | 1992-10 | $371,400 |
| 11 | Zousmer Family Foundation | 18434 Calle La Serra, Rcho Santa Fe, CA 92091-0133 | CA | 1987-06 | $1,200 |
| 12 | Zumwalt Mutual Water Company | PO BOX 895, Colusa, CA 95932-0895 | CA | 1990-10 | $185,097 |
| 13 | Zzyzx Foundation | PO BOX 24950, Los Angeles, CA 90024-0950 | CA | 1994-11 | $50 |
| 14 | 10-10 Club | 14039 E Francisquito St, Baldwin Park, CA 91706 | CA | 1977-06 | $0 |
| 15 | 21st Century Issues Forum | 381 Bush Street, San Francisco, CA 94104 | CA | 2009-10 | $39,000 |
| 16 | 2k4kids The Kari And Keira Lyn Parker Foundation | 40335 Winchester Rd Ste E102, Temecula, CA 92591-5500 | CA | 2010-10 | $38,020 |
| 17 | 4-H Clubs & Affiliated 4-H Organizations, Sj County 4-H Leaders Council | 2101 E Earhart Ave Ste 200, Stockton, CA 95206-3949 | CA | 1946-04 | $84,854 |
| 18 | 5 On 5 Football | 31094 Via El Rosario, San Juan Capo, CA 92675-2232 | CA | 2010-02 | $102,223 |
| 19 | 500 Capp Street Foundation | 720 York St Ste 103, San Francisco, CA 94110-2148 | CA | 2009-07 | $255,502 |
| 20 | A Better Community Foundation | PO BOX 9091, Marina Dl Rey, CA 90295-1491 | CA | 1998-10 | $1 |
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