Robert W Everson 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
- Organizations performing similar types of work
| Robert W Everson Foundation | |
| Employer Identification Number (EIN) | 880374515 |
| Name of Organization | Robert W Everson Foundation |
| In Care of Name | Robert W Everson |
| Address | PO BOX 2213, Rcho Santa Fe, CA 92067-2213 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $48,195 |
| Amount of Income | $14 |
| Form 990 Revenue Amount | $14 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2011: $14 (it was $3,957 in 2010)
| This organization: | $14 |
| Other organizations performing similar types of work: | $153,770 |
Assets in 2011: $48,195 (it was $60,793 in 2010)
| This organization: | $48,195 |
| Other organizations performing similar types of work: | $516,948 |
Expenses in 2011: $12,612
| Robert W Everson Foundation: | $12,612 |
| Other organizations performing similar types of work: | $60,348 |
Income to expenses ratio in 2011: 0.0
| This organization: | 0.0 |
| Other organizations performing similar types of work: | 2.2 |
Expenses for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $14 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $14 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $12,612 | $0 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $5,307 | $0 | $0 | |
| Contributions, gifts, grants paid | $7,305 | |||
| Excess of revenue over expenses and disbursements | $-12,598 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $48,195 | $48,387 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $48,195 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $48,195 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2011) | |
| Distributable amount | $0 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $0 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Kenneth Rainin Foundation | 155 Grand Ave Ste 1000, Oakland, CA 94612-3779 | CA | 1998-05 | $137,313,204 |
| 2 | The Wallace Research Foundation | Attn Kay Hegarty 221 Third Ave Se, Cedar Rapids, IA 52401-1522 | IA | 1996-05 | $44,138,975 |
| 3 | Trimix Foundation | 50 Park Row W Ste 113, Providence, RI 02903-1114 | RI | 1997-05 | $23,588,272 |
| 4 | Ring Foundation | 12301 Wilshire Boulevard, Los Angeles, CA 90025-1007 | CA | 1995-09 | $11,575,499 |
| 5 | Chris Dialynas Family Foundation | 3300 Irvine Ave Ste 235, Newport Beach, CA 92660-3101 | CA | 1996-12 | $6,693,911 |
| 6 | Buddy Taub Foundation | 9200 W Sunset Blvd Ste 525, Los Angeles, CA 90069-3507 | CA | 1996-10 | $5,236,055 |
| 7 | David Chow Humanitarian Award Foundation, Hales Daniel C Ttee | 2372 Morse Ave, Irvine, CA 92614-6234 | CA | 1996-07 | $778,914 |
| 8 | Driscoll Family Foundation | 2440 W El Camino Real Ste 300, Mountain View, CA 94040-1498 | CA | 1997-03 | $763,137 |
| 9 | Kia Ora Foundation | 5980 Horton St Ste 390, Emeryville, CA 94608-2058 | CA | 1997-08 | $660,205 |
| 10 | Millard And Muriel Jacobs Family Foundation | 15 Marbella, Dana Point, CA 92629-4118 | CA | 1998-04 | $622,288 |
| 11 | William & Sharon Bauce Family Foundation | PO BOX 9240, Rcho Santa Fe, CA 92067-4240 | CA | 1997-03 | $564,362 |
| 12 | So Mang Foundation | 4538 Briney Point St, La Verne, CA 91750-2303 | CA | 1998-04 | $527,896 |
| 13 | G & H Foundation | 13916 Mir Mirou Dr, Los Altos Hls, CA 94022-2403 | CA | 1996-12 | $396,629 |
| 14 | Leslie And Walter Burlock Foundation, Burlock Walter E Jr & Leslie Ttee | 126 Commonwealth Ave, San Francisco, CA 94118-2604 | CA | 1996-06 | $388,490 |
| 15 | August Sebastiani Charitable Trust | 35 Maple St, Sonoma, CA 95476-7014 | CA | 1996-10 | $180,000 |
| 16 | Vos Family Foundation | PO BOX 90409, Santa Barbara, CA 93190-0409 | CA | 1996-12 | $97,008 |
| 17 | Stephen J Weaver Foundation Inc | 705 Winthrop Rd, San Marino, CA 91108-1707 | CA | 1994-06 | $2,212 |
| 18 | Muffy Ohlmeyer Family Foundation | 11150 W Olympic Blvd Ste 860, Los Angeles, CA 90064-1839 | CA | 1998-04 | $500 |
| 19 | Steven & Kimberly Schlumberger Foundation | 2139 N Beachwood Dr, Los Angeles, CA 90068-3403 | CA | 1996-12 | $1 |
| 20 | Botway Family Foundation Inc | 204 La Salle, San Clemente, CA 92672-7514 | CA | 1998-05 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 740 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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