Bridges-Larson Foundation Charitable Tr 033093, Ronald R Koblin Trustee in Beverly Hills, California (CA)

Organization representatives - add corrected or new information about Bridges-Larson Foundation Charitable Tr 033093, Ronald R Koblin Trustee »

Non-representatives - add comments about Bridges-Larson Foundation Charitable Tr 033093, Ronald R Koblin Trustee»

Bridges-Larson Foundation Charitable Tr 033093, Ronald R Koblin Trustee
Employer Identification Number (EIN)954422320
Name of OrganizationBridges-Larson Foundation Charitable Tr 033093
Secondary NameRonald R Koblin Trustee
In Care of NameRonald R Koblin Cpa
AddressPO BOX 3365, Beverly Hills, CA 90212-0365
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date08/1993
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$1,000,000 to $4,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$2,002,894
Amount of Income$1,175,188
Form 990 Revenue Amount$107,950


Non-representatives - add comments:


CAPTCHA

Your IP address 3.229.124.236 will be logged.

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$140,726$140,726$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$1,911
Dividends and interest from securities$66,070
Gross rents$0
Gross sales price for all assets$1,107,207
Gross profit from sales of goods$0
Other income$0
Other$72,745
Total expenses and disbursements$200,068$43,768$0$156,300
Compensation of officers, directors, trustees, etc.$15,000
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$8,000
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$43,768$43,768$0
Contributions, gifts, grants paid$156,300
Excess of revenue over expenses and disbursements$-59,342
Net investment income$96,958
Adjusted net income$0
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$2,229,053$2,201,011$2,062,236$2,248,024$2,002,894$2,541,957
Cash - non-interest-bearing$0$0$0
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$1,566,372$1,525,951$1,937,008
Investments-corporate bonds$0$0$0
Investments-mortgage loans$0$0$0
Investments-other$400,000$368,000$0
Other assets$0$0
Total liabilities$0$0$0
Total liabilities and net assets/fund balances$2,229,053$2,062,236$2,002,894
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$47,961$0$72,745
Net capital loss$0$-5,143$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$694$0$1,939
Total credits and payments$6,175$5,481$5,481
Current year estimated tax payments and previous year's overpayment credited to current year$6,175$5,481$5,481
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0$0
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$0$0
Overpayment$5,481$3,542
Amount to be credited to next year's estimated tax$5,481$5,481$3,542
Statements Regarding Activities
201120122013
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?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?YesYesYes
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?YesYesYes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
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)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$2,484,125$2,353,050$2,451,462
Net value of noncharitable-use assets$2,317,754$2,414,690
Minimum investment return$122,343$115,888$120,734
Distributable Amount
201120122013
Distributable amount$121,649$115,888$118,795
Undistributed Income
201120122013
Distributable amount for this year$121,649$115,888$118,795
Undistributed income for this year. This amount must be distributed in the next year$0$0$118,795
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
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
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$0$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Bridges-Larson Foundation Charitable Tr 033093, Ronald R Koblin Trustee to others? (optional)
  
Add photo of Bridges-Larson Foundation Charitable Tr 033093, Ronald R Koblin Trustee (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Recently Added Reviews
Ackright Premier Sports Inc in San Dimas, CA
*****
Trust Funds Inc in San Francisco, CA
*****
Foothill High School Super Boosters Club in Santa Ana, CA
Hoi Bac Ai Phanxico Franciscan Charity Inc in San Francisco, CA
****
Cuddlybear Thrift Store Inc in Fortuna, CA
****
Apostle Paul Ministries in Hayward, CA
****•
Adat Ari El in N Hollywood, CA
*****
Iglesia De Jesucristo Palabra-Miel in El Cajon, CA
Nze Foundation in Vista, CA
****
Sgi-Usa Endowment in Santa Monica, CA
*
Other organizations in California
IdNameAddressStateEstablishedTotal Income
1Bridges Of Hope Community Resource Center Inc68-100 Ramon Rd Ste A-9, Cathedral City, CA 92234-3389CA2007-05$58,553
2Bridges Of Hope International5070 Cathedral Oaks Rd, Santa Barbara, CA 93111-1202CA2003-02$780,045
3Bridges Professional Treatment Services3600 Power Inn Rd Ste C, Sacramento, CA 95826-3826CA1998-04$3,422,407
4Bridges To Community1356 West St Apt B, Redding, CA 96001-1647CA2001-06$305,203
5Bridges To Education In Central America4452 Park Blvd Ste 306, San Diego, CA 92116-4049CA1997-04$10,100
6Bridges To Hope Foundation Inc3410 La Sierra Ave Ste F491, Riverside, CA 92503-5205CA2008-06$43,964
7Bridges To Israel-Berkeley770 Hilldale Avenue, Berkeley, CA 94708CA2003-11$0
8Bridges To Italy46-E Peninsula Center Drive, Rolling Hills Estates, CA 90274CA2008-01$0
9Bridges To Kinder School560 Bethany Curv, Santa Cruz, CA 95060-5351CA2006-02$116,992
10Bridges To The Nations2118 Garfias Dr, Pasadena, CA 91104-1811CA2002-08$158,131
11Bridges-Larson Foundation Charitable Tr 033093, Ronald R Koblin TrusteePO BOX 3365, Beverly Hills, CA 90212-0365CA1993-08$1,175,188
12Bridget O Brien Scholarship Foundation118 Kerckhoff Plaza 308 Westwood, Los Angeles, CA 90024CA2008-09$11,314
13Bridgeville Community CenterPO BOX 3, Bridgeville, CA 95526-0003CA2001-05$548,556
14Bridging Resources In Technology And EducationPO BOX 50588, Pasadena, CA 91115-0588CA2001-10$132,093
15Bridging The Gap Entertainment Inc, E T C Inc6754 S Garth Ave, Los Angeles, CA 90056-2206CA2002-03$21,961
16Brier Family Foundation4 Walsh Dr, Mill Valley, CA 94941-2600CA2000-03$10,538
17Brier-Northshore Dock AssociationPO BOX 645, Bass Lake, CA 93604-0645CA2003-01$15,081
18Briggs Educational Foundation14438 W Telegraph Rd, Santa Paula, CA 93060-4014CA1994-10$500
19Briggs Foundation, Blain A Briggs & Laverns S Briggs T1969 Lancewood Ln, Carlsbad, CA 92009-6826CA2006-11$800,515
20Bright Beginnings Preschool450 Blue Ravine Rd, Folsom, CA 95630-3402CA1978-03$110,872

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Bridges-Larson Foundation Charitable Tr 033093, Ronald R Koblin Trustee and has no official or unofficial affiliation with Bridges-Larson Foundation Charitable Tr 033093, Ronald R Koblin Trustee