Bob Jorgensen Memorial Foundation in Danville, 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
| Bob Jorgensen Memorial Foundation | |
| Employer Identification Number (EIN) | 770353875 |
| Name of Organization | Bob Jorgensen Memorial Foundation |
| In Care of Name | Homer W Jorgensen Ttee |
| Address | 220 Dove Creek Ln, Danville, CA 94506-1359 |
| Activities | Gifts, grants, or loans to other organizations, Supplying money, goods or services to the poor, Aid to the handicapped (see also 031) |
| Subsection | Charitable Organization |
| Ruling Date | 11/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $1 to $9,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,001 |
| Amount of Income | $210,069 |
| Form 990 Revenue Amount | $3,345 |
Non-representatives - add comments:
Expenses 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 | $-83,157 | $5,255 | $1,073 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $3,845 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,409 | |||
| Total expenses and disbursements | $173,765 | $80 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,200 | $80 | $0 | |
| Contributions, gifts, grants paid | $171,565 | |||
| Excess of revenue over expenses and disbursements | $-256,922 | |||
| Net investment income | $5,175 | |||
| Adjusted net income | $1,073 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,001 | $1,000 |
| Cash - non-interest-bearing | $1,001 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,001 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-88,412 |
| 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 | $104 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $104 |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | Bob & Nita Hirsch Family Foundation | 3370 Judilee Dr, Encino, CA 91436-4210 | CA | 1998-01 | $5,719,696 |
| 2 | Bob A Ross Foundation Inc | 950 Rockdale Dr, San Francisco, CA 94127-1725 | CA | 1997-03 | $2,064,657 |
| 3 | Bob And Charmaine Bush Family Foundation | 17770 Jessie James Rd, Ramona, CA 92065-6962 | CA | 2004-01 | $22,204 |
| 4 | Bob And Dolores Hope Charitable Foundation | 135 W Magnolia Blvd, Burbank, CA 91502-1743 | CA | 1962-01 | $17,400,793 |
| 5 | Bob And Gaye Harris Foundation | PO BOX 2790, Malibu, CA 90265-7790 | CA | 2008-03 | $86,209 |
| 6 | Bob And Marie Gallo Foundation | PO BOX 1130, Modesto, CA 95353-1130 | CA | 2000-08 | $7,403,248 |
| 7 | Bob Baker Foundation Inc | 591 Camino De La Reina Ste 1100, San Diego, CA 92108-3113 | CA | 1988-01 | $150,054 |
| 8 | Bob Chandler Foundation | 1640 Laurel St, S Pasadena, CA 91030-4711 | CA | 1995-08 | $70,139 |
| 9 | Bob Goens Childrens Charities | 501 S Beverly Dr Fl 3, Beverly Hills, CA 90212-4520 | CA | 2002-10 | $82 |
| 10 | Bob Jackson Ministries | 4363 Oak Hill Rd, Oakland, CA 94605-4523 | CA | 2001-07 | $9,800 |
| 11 | Bob Jorgensen Memorial Foundation | 220 Dove Creek Ln, Danville, CA 94506-1359 | CA | 1993-11 | $210,069 |
| 12 | Bob Kilpatrick Ministries Inc | 8109 Rockfield Ct, Fair Oaks, CA 95628-5115 | CA | 1993-10 | $118,535 |
| 13 | Bob Moretti Memorial Scholarship Foundation | 1215 K St Ste 1800, Sacramento, CA 95814-3947 | CA | 1985-04 | $145,755 |
| 14 | Bob Rope Cancer Foundation | PO BOX 4091, Tustin, CA 92781-4091 | CA | 1977-02 | $6,267 |
| 15 | Bob Turnbull Christian Association | PO BOX 5580, La Quinta, CA 92248 | CA | 1978-04 | $0 |
| 16 | Bob Wilson Ministries Inc | 201 E Angeleno Avenue 307, Burbank, CA 91502 | CA | 2005-07 | $31,248 |
| 17 | Bobby Barrett Foundation | 209 Browns Rd, Alpine, CA 91901-1667 | CA | 2006-04 | $29,055 |
| 18 | Bobby Bonilla Foundation | 45 E Huntington Dr Ste A, Arcadia, CA 91006-3210 | CA | 1993-03 | $24,404 |
| 19 | Bobby Riggs Tennis Museum Foundation | 875 Santa Fe Dr, Encinitas, CA 92024-3842 | CA | 1996-03 | $1,102 |
| 20 | Bobby Sherman Volunteer Emt Foundation | 11611 San Vicente Blvd Ste 740, Los Angeles, CA 90049-6529 | CA | 1996-05 | $262,134 |
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