Forest Foundation in Carpinteria, 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
Forest Foundation | |
Employer Identification Number (EIN) | 366109980 |
Name of Organization | Forest Foundation |
Address | 1101 Eugenia Pl Ste D, Carpinteria, CA 93013-2012 |
Activities | Other school related activities, Other health services, Health clinic |
Subsection | Charitable Organization, Educational Organization |
Ruling Date | 09/1963 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 10/2012 |
Assets | $100,000 to $499,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $367,788 |
Amount of Income | $459,928 |
Form 990 Revenue Amount | $205,107 |
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 | $242,554 | $13,376 | $0 | |
Contributions, gifts, grants, etc., received | $240,586 | |||
Interest on savings and temporary cash investments | $13,088 | |||
Dividends and interest from securities | $288 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $243,106 | $12,586 | $219 | $230,520 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $238,934 | $12,586 | $226,348 | |
Contributions, gifts, grants paid | $4,172 | |||
Excess of revenue over expenses and disbursements | $-552 | |||
Net investment income | $790 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $367,788 | $378,337 |
Cash - non-interest-bearing | $88,352 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $16 | |
Investments-corporate bonds | $219,303 | |
Investments-mortgage loans | $0 | |
Investments-other | $60,117 | |
Total liabilities | $83,598 | |
Mortgages and other notes payable | $0 | |
Other | $83,598 | |
Total liabilities and net assets/fund balances | $284,190 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
Net capital loss | $-11,408 |
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 | $16 |
Total credits and payments | $653 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $53 |
Exempt foreign organizations-tax withheld at source | $0 |
Tax paid with application for extension of time to file (Form 8868) | $600 |
Backup withholding erroneously withheld | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $0 |
Overpayment | $637 |
Amount to be credited to 2013 estimated tax | $637 |
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 | $343,725 |
Net value of noncharitable-use assets | $338,560 |
Minimum investment return | $16,928 |
Distributable Amount (for 2012) | |
Distributable amount | $16,912 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $16,912 |
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 | Moe-Life Foundation | 135 Ocean Way, Santa Monica, CA 90402-1209 | CA | 2004-08 | $577,693 |
2 | Moemaka Multimedia | 2753 Sheldon Drive, Richmond, CA 94803 | CA | 2008-10 | $344,213 |
3 | Moffett Field Historical Society | PO BOX 16, Moffett Field, CA 94035-0016 | CA | 1994-06 | $121,521 |
4 | Moffett Park Business Group | PO BOX 60995, Sunnyvale, CA 94088-0995 | CA | 2002-08 | $133,868 |
5 | Mogharebi Family Foundation | 475 Jasmine St, Laguna Beach, CA 92651-1615 | CA | 2004-05 | $1 |
6 | Mohahve Historical Society | PO BOX 21, Victorville, CA 92393-0021 | CA | 1988-03 | $4,531 |
7 | Mohammadia Islamic And Cultural Center | 492 C St, Hayward, CA 94541-5026 | CA | 2003-03 | $74,952 |
8 | Mohini Jain Family Foundation | 44607 Country Club Dr, El Macero, CA 95618-1083 | CA | 2004-05 | $303,229 |
9 | Mohn Family Foundation | 100 Wilshire Blvd Ste 1830, Santa Monica, CA 90401-1184 | CA | 2001-01 | $741,534 |
10 | Mohrland Mutual Water Assn Inc | PO BOX 56, Mt Eden, CA 94557-0056 | CA | 1996-08 | $2,864 |
11 | Forest Foundation | 1101 Eugenia Pl Ste D, Carpinteria, CA 93013-2012 | CA | 1963-09 | $459,928 |
12 | Moishe House | 441 Saxony Rd, Encinitas, CA 92024-2725 | CA | 2009-05 | $6,420,219 |
13 | Mojalet Dance Collective | 12252 Buckskin Trl, Poway, CA 92064-6006 | CA | 2004-04 | $99,445 |
14 | Mojave Basin Youth Corps Inc | 11641 Rancho Rd, Adelanto, CA 92301-2725 | CA | 2000-05 | $859,220 |
15 | Mojave Chamber Of Commerce Inc | PO BOX 935, Mojave, CA 93502 | CA | 2013-02 | $0 |
16 | Mojave Desert Heritage And Cultural Association | 37198 Lanfair Road G15, Essex, CA 92332-9786 | CA | 2001-03 | $100,904 |
17 | Mojave Environmental Education Consortium, Meec | 14306 Park Ave, Victorville, CA 92392-2310 | CA | 2006-09 | $222,831 |
18 | Mojave River Natural History Assoc | 14651 Cedar Circle, Hesperia, CA 92345 | CA | 1984-03 | $0 |
19 | Mojave River Valley Museum Association | 270 E Virginia Way, Barstow, CA 92311 | CA | 1976-11 | $0 |
20 | Mojave Senior Citizens Inc | P O Box 418, Mojave, CA 93502 | CA | 2014-01 | $0 |
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