Arseny And Olga Kovshar Private Charitable Memorial Foundation, Debra J Dolch Ttee in San Francisco, 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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Other organizations in California
| Arseny And Olga Kovshar Private Charitable Memorial Foundation, Debra J Dolch Ttee | |
| Employer Identification Number (EIN) | 942947932 |
| Name of Organization | Arseny And Olga Kovshar Private Charitable Memorial Foundation |
| Secondary Name | Debra J Dolch Ttee |
| Address | 167 S Park St, San Francisco, CA 94107-1808 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1984 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 04/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $4,862,657 |
| Amount of Income | $8,813,727 |
| Form 990 Revenue Amount | $447,423 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets 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 | $447,423 | $447,423 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $23 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $447,400 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $586,040 | $532,396 | $0 | $49,679 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $546,861 | $532,396 | $10,500 | |
| Contributions, gifts, grants paid | $39,179 | |||
| Excess of revenue over expenses and disbursements | $-138,617 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,658,582 | $5,521,300 |
| Cash - non-interest-bearing | $21,300 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,637,282 | |
| Total liabilities | $3,206,629 | |
| Mortgages and other notes payable | $2,944,544 | |
| Other | $262,085 | |
| Total liabilities and net assets/fund balances | $-1,548,047 | |
| 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? | Yes |
| 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? | Yes |
| 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 | $5,500,000 |
| Net value of noncharitable-use assets | $2,517,120 |
| Minimum investment return | $125,856 |
| Distributable Amount (for 2011) | |
| Distributable amount | $125,856 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $125,856 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $66,029 |
| 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 |
| Unrelated Trade or Business Income (for 2009) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $5,563 | $908,390 | $-356,759 |
| Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
| Cost of goods sold | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 |
| Capital gain net income | $0 | $0 | $0 |
| Net gain | $0 | $0 | $0 |
| Capital loss deduction for trusts | $0 | $0 | $0 |
| Income (loss) from partnerships and S corporations | $0 | $0 | $0 |
| Rent income | $0 | $0 | $0 |
| Unrelated debt-financed income | $551,631 | $908,390 | $-356,759 |
| Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
| Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
| Exploited exempt activity income | $0 | $0 | $0 |
| Advertising income | $0 | $0 | $0 |
| Other income | $0 | $0 | $0 |
| Deductions Not Taken Elsewhere (for 2009) | |
| Total deductions | $0 |
| Compensation of officers, directors, and trustees | $0 |
| Salaries and wages | $0 |
| Repairs and maintenance | $0 |
| Bad debts | $0 |
| Interest | $0 |
| Taxes and licenses | $0 |
| Charitable contributions | $0 |
| Depreciation | $0 |
| Depletion | $0 |
| Contributions to deferred compensation plans | $0 |
| Employee benefit programs | $0 |
| Excess exempt expenses | $0 |
| Excess readership costs | $0 |
| Other deductions | $0 |
| Unrelated business taxable income | $-356,759 |
| Unrelated business taxable income before net operating loss deduction | $-356,759 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $-356,759 |
| Specific deduction | $0 |
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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Aptos Jr High School Advisory Council | 1001 Huntington Dr, Aptos, CA 95003 | CA | 2006-02 | $81,674 |
| 2 | Aquarium Of The Pacific | 100 Aquarium Way, Long Beach, CA 90802-8126 | CA | 1992-11 | $38,286,191 |
| 3 | Argyros Foundation | 949 S Coast Dr Ste 600, Costa Mesa, CA 92626-7734 | CA | 1980-04 | $32,813,276 |
| 4 | Armand Hammer Foundation Michael A Hammer | 3501 Via Real, Carpinteria, CA 93013-3048 | CA | 1968-12 | $4,983,044 |
| 5 | Armenian Cultural Foundation | 104 N Belmont St Ste 300, Glendale, CA 91206-4990 | CA | 1976-09 | $2,818,042 |
| 6 | Armenian Educational Benevolent Union Inc | 1060 N Allen Ave, Pasadena, CA 91104-3203 | CA | 1991-10 | $93,645 |
| 7 | Armenian Evangelical Social | 611 E Colorado St, Glendale, CA 91205-1709 | CA | 1985-09 | $403,894 |
| 8 | Arnold And Anita Lorber 1990 Charitable Tr 112990, Lorber Arnold Ttee | 823 N Roxbury Dr, Beverly Hills, CA 90210-3017 | CA | 1992-06 | $1,494,192 |
| 9 | Arnold And Mabel Beckman Foundation | 100 Academy, Irvine, CA 92617-3002 | CA | 1977-12 | $216,055,347 |
| 10 | Arrowhead Conferences And Events Inc | 300 E State Street 470, Redlands, CA 92373-5235 | CA | 2014-09 | $1,197,976 |
| 11 | Arseny And Olga Kovshar Private Charitable Memorial Foundation, Debra J Dolch Ttee | 167 S Park St, San Francisco, CA 94107-1808 | CA | 1984-12 | $8,813,727 |
| 12 | Art Works Downtown Inc | 1337 4th St, San Rafael, CA 94901-2809 | CA | 1997-05 | $532,426 |
| 13 | Artisans | Po Box 151319, San Rafael, CA 94915 | CA | 1984-09 | $0 |
| 14 | Asian Health Services | 818 Webster St, Oakland, CA 94607-4220 | CA | 1974-03 | $39,766,592 |
| 15 | Aspiranet, Moss Beach Homes Inc | 400 Oyster Point Blvd Ste 501, S San Fran, CA 94080-7600 | CA | 1976-11 | $52,488,079 |
| 16 | Assistance League Of Huntington Beach | 8071 Slater Avenue, Huntington Beach, CA 92647-6960 | CA | 1950-08 | $1,725,385 |
| 17 | Assistance League Of Stockton Inc | PO BOX 7766, Stockton, CA 95267-0766 | CA | 1972-08 | $217,099 |
| 18 | Associated Filipino Organizations Of San Joaquin County | PO BOX 1533, Sacramento, CA 95812-1533 | CA | 1975-01 | $1,265,106 |
| 19 | Associated Students California State University Dominguez Hills | 1000 E Victoria St Blg Scc 202, Carson, CA 90747-0001 | CA | 1991-06 | $1,878,333 |
| 20 | Associated Students California State University Fullerton Inc | 800 N State College Blvd 227, Fullerton, CA 92831-3547 | CA | 1975-11 | $14,878,325 |
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