Robert B Westfall Foundation in Bullhead City, Arizona (AZ)
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 Arizona
| Robert B Westfall Foundation | |
| Employer Identification Number (EIN) | 382711284 |
| Name of Organization | Robert B Westfall Foundation |
| In Care of Name | Cahrles Dunham |
| Address | PO BOX 23134, Bullhead City, AZ 86439-3134 |
| Activities | Student loans |
| Subsection | Charitable Organization |
| Ruling Date | 08/1988 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,062,861 |
| Amount of Income | $33,667 |
| Form 990 Revenue Amount | $33,667 |
Non-representatives - add comments:
Revenue 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 | $33,667 | $38,045 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $59 | |||
| Dividends and interest from securities | $33,317 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $291 | |||
| Total expenses and disbursements | $26,195 | $5,937 | $0 | $75,238 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $26,195 | $5,937 | $20,238 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $7,472 | |||
| Net investment income | $32,108 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,062,861 | $1,369,489 |
| Cash - non-interest-bearing | $24,855 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,038,006 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,062,861 | |
| 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 | $321 |
| Total credits and payments | $2,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $2,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $1,679 |
| Amount to be credited to 2013 estimated tax | $1,679 |
| 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? | Yes |
| 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 | $1,294,726 |
| Net value of noncharitable-use assets | $1,294,520 |
| Minimum investment return | $64,726 |
| Distributable Amount (for 2012) | |
| Distributable amount | $64,726 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $64,726 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $64,627 |
| 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 Arizona | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | River Cities Community Clinic Inc | 1959 E Gold Lake Dr, Fort Mohave, AZ 86426-6773 | AZ | 2006-08 | $591,369 |
| 2 | River Cities United Way | PO BOX 966, Lk Havasu Cty, AZ 86405-0966 | AZ | 1974-02 | $527,279 |
| 3 | River Cruizers Inc | PO BOX 8865, Fort Mohave, AZ 86427-8865 | AZ | 1997-04 | $87,852 |
| 4 | River Of Dreams | 5031 E Washington St, Phoenix, AZ 85034-2005 | AZ | 1994-06 | $159,794 |
| 5 | Rmc Insurance Ltd | 9221 E Via De Ventura, Scottsdale, AZ 85258-3370 | AZ | 1997-09 | $71,010 |
| 6 | Robert & Marie Hansen Family Foundation | 10645 N Oracle Rd Ste 121 # 338, Oro Valley, AZ 85737-9388 | AZ | 1995-01 | $12,039 |
| 7 | Robert And Gladys Miller Foundation | PO BOX 1945, Flagstaff, AZ 86002-1945 | AZ | 1987-04 | $11,733 |
| 8 | Robert And Marie Hansen Family Foundation, Clifton Paul T Co-Ttee | 12475 N Rancho Vistoso Blvd Ste 155, Oro Valley, AZ 85755-1895 | AZ | 2001-08 | $146,029 |
| 9 | Robert Anthony Offerle And Lucille Heule Offerle Foundation | 3420 E 4th St, Tucson, AZ 85716-4664 | AZ | 2001-04 | $1 |
| 10 | Robert B Marshall Foundation | PO BOX 5437, Scottsdale, AZ 85261-5437 | AZ | 2002-02 | $5,010 |
| 11 | Robert B Westfall Foundation | PO BOX 23134, Bullhead City, AZ 86439-3134 | AZ | 1988-08 | $33,667 |
| 12 | Robert Benjamin Ablin Foundation For Cancer Research | 4411 W Mesquital Del Oro, Tucson, AZ 85742-9704 | AZ | 1981-03 | $3,690 |
| 13 | Robert Craig Trust Fbo Sisters Of Mercy | PO BOX 53456, Phoenix, AZ 85072-3456 | AZ | 2000-10 | $4,787,583 |
| 14 | Robert D Fisher Foundation Inc | 11201 N 23rd Ave Ste 106, Phoenix, AZ 85029-4829 | AZ | 2008-01 | $9,501 |
| 15 | Robert E Simpson Memorial Trust Fund | 7339 N 35th Ave, Phoenix, AZ 85051-7479 | AZ | 1964-10 | $17 |
| 16 | Robert H Mckee And Mary Ellen Mckee Charitable Family Foundation | 24 Biltmore Est, Phoenix, AZ 85016-2822 | AZ | 1998-06 | $366,601 |
| 17 | Robert J Wick Family Foundation | 2201 E Camelback Rd Ste 405b, Phoenix, AZ 85016-3431 | AZ | 1996-03 | $37,533 |
| 18 | Robert Michael And Janet Marie Fike Foundation | 2146 W Madero Ave, Mesa, AZ 85202-6437 | AZ | 1995-03 | $1 |
| 19 | Robert T Wilson Foundation | 300 W Mt Elden Lookout Rd - Hanseth, Flagstaff, AZ 86001 | AZ | 1955-07 | $67,641 |
| 20 | Robert W Adami Family Foundation | 5104 N 32nd St Unit 220, Phoenix, AZ 85018-1482 | AZ | 2005-02 | $4,507 |
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