Falkner Family Foundation in Alameda, California (CA)

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Falkner Family Foundation
Employer Identification Number (EIN)260508369
Name of OrganizationFalkner Family Foundation
In Care of NameRudolf Falkner
Address1112 Pearl St, Alameda, CA 94501-5316
SubsectionCharitable Organization
Ruling Date09/2008
DeductibilityContributions are deductible
FoundationPrivate operating foundation (other)
OrganizationAssociation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$1,000,000 to $4,999,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$1,088,211
Amount of Income$33,706
Form 990 Revenue Amount$27,902
National Taxonomy of Exempt Entities (NTEE)Housing, Shelter: Public Housing Facilities


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Amount of income in 2014: $33,706 (it was $37,705 in 2013)
Falkner Family Foundation: 

 $33,706
Other organizations performing similar types of work: 

 $150,108

Assets in 2014: $1,088,211 (it was $1,105,809 in 2013)
This organization: 

 $1,088,211
Other organizations performing similar types of work: 

 $1,156,098

Expenses in 2014: $43,313
Falkner Family Foundation: 

 $43,313
Other organizations performing similar types of work: 

 $149,118

Income to expenses ratio in 2014: 0.8
This organization: 

 0.8
Other organizations performing similar types of work: 

 1.0

Grants share in income in 2014: 0.8%
Falkner Family Foundation: 

 0.8%
Other organizations performing similar types of work: 

 0.8%

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

Analysis of Revenue and Expenses (for 2014)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$33,706$33,431$33,431
Contributions, gifts, grants, etc., received$275
Interest on savings and temporary cash investments$4,601
Dividends and interest from securities$0
Gross rents$27,500
Gross sales price for all assets$0
Gross profit from sales of goods$0
Other income$1,330
Total expenses and disbursements$43,313$13,889$13,889$16,363
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$314
Accounting fees$1,490
Interest$0
Depreciation$13,364
Occupancy$0
Travel, conferences, and meetings$3,618
Printing and publications$0
Total operating and administrative expenses$26,950$13,889$0
Contributions, gifts, grants paid$16,363
Excess of revenue over expenses and disbursements$-9,607
Net investment income$19,542
Adjusted net income$19,542
Balance Sheets
201220132014
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$1,130,305$1,130,305$1,105,809$1,105,809$1,088,211$1,162,268
Cash - non-interest-bearing$0$0$0
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$0$0$0
Investments-corporate bonds$0$0$0
Investments-mortgage loans$0$0$0
Investments-other$635,893$624,412$613,723
Other assets$0$0
Total liabilities$0$0$0
Total liabilities and net assets/fund balances$1,130,305$1,105,809$1,088,211
Capital Gains and Losses for Tax on Investment Income
201220132014
Capital gain net income$0$0$0
Net capital loss$0$0$0
Excise Tax Based on Investment Income
201220132014
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$234$289$195
Total credits and payments$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$289$195
Overpayment$0$0
Amount to be credited to next year's estimated tax$0$0$0
Statements Regarding Activities
201220132014
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?YesYesYes
Did any persons become substantial contributors during the tax year?YesYes
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
201220132014
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?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNo
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
201220132014
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$1,155,654$1,124,784$1,100,281
Net value of noncharitable-use assets$1,107,912$1,083,777
Minimum investment return$56,916$55,396$54,189
Distributable Amount
201220132014
Distributable amount$0$0$0
Undistributed Income
201220132014
Distributable amount for this year$0$0$0
Undistributed income for this year. This amount must be distributed in the next year$0$0$0
Private Operating Foundations (for 2011 - 2014)
2014201320122011Total
The lesser of the adjusted net income or the minimum investment return$19,542$14,461$11,696$0$45,699
Qualifying distributions made directly for active conduct of exempt activities$16,363$17,295$15,468$9,706$58,832
Value of all assets$1$0$0$0$1
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$36,126$36,931$37,944$39,819$150,820
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 2014)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2014)
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$4,601$0
Dividends and interest from securities$0$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
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
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Highlands Mutual Housing Corporation Inc8001 Fruitridge Rd Ste A, Sacramento, CA 95820-6760CA2012-04$9,500,055
2Social Urban Village Inc2275 Huntington Drive 536, San Marino, CA 91108-2640CA2001-09$2,276,539
3Santa Barbara Affordable Housing Group808 Laguna St, Santa Barbara, CA 93101-1510CA2014-02$2,191,055
4Sacramento Housing Authority Repositioning Program Inc801 12th Street, Sacramento, CA 95814CA2010-10$1,780,831
5Le-Na Residential Inc, Le-Na Group Home976 Shelly St, Altadena, CA 91001-5229CA2011-01$1,662,860
6Urban Communities Preservation Housing Corp2275 Huntington Dr, San Marino, CA 91108-2640CA2000-08$1,385,465
7New Way Group Home2446 Woodpecker Ave, Ventura, CA 93003-7138CA2007-12$1,209,872
8Seal Beach Shores Inc22880 Savi Ranch Pkwy, Yorba Linda, CA 92887-4610CA2008-04$1,153,841
9Win Project13900 Studebaker Rd Apt 26, Norwalk, CA 90650-3577CA1999-12$1,151,906
10Our Lady Of Guadalupe1111 S Arroyo Pkwy Ste 230, Pasadena, CA 91105-3269CA2014-02$1,079,726
11San Jose Grail Family Services2003 E San Antonio St, San Jose, CA 95116-3048CA1996-04$936,873
12Todco Ybc 5 Inc230 4th St, San Francisco, CA 94103-3117CA2001-08$807,637
13Shields Housing CorporationPO BOX 59129, Los Angeles, CA 90059-0129CA1995-07$745,337
14St James Park Rhf Housing Inc911 N Studebaker Road, Long Beach, CA 90815-4900CA1997-01$738,352
15Helpful Housing9919 Canoga Ave, Chatsworth, CA 91311-3002CA2010-12$727,037
16Visalia Senior Housing Ii Inc303 Hegenberger Road, Oakland, CA 94621-1419CA2000-06$563,848
17Telacu Housing-Pacoima Inc5400 E Olympic Blvd Ste 300, Commerce, CA 90022-5187CA1996-05$548,477
18Senior Affordable Housing Corp No 378-875 Avenue 47, La Quinta, CA 92253-2094CA2002-04$538,305
19Telacu Housing Rialto Ii Inc5400 E Olympic Blvd Ste 300, Commerce, CA 90022-5187CA2009-06$504,016
20National Community Renaissance Of Northern California9421 Haven Avenue, Rancho Cucamonga, CA 91730-5886CA2010-05$492,257
Number of organizations performing similar types of work
Alaska9
Alabama46
Arkansas41
Arizona33
California359
Colorado43
Connecticut37
District of Columbia17
Delaware25
Florida128
Georgia103
Hawaii19
Iowa23
Idaho17
Illinois105
Indiana43
Kansas12
Kentucky53
Louisiana97
Massachusetts100
Maryland74
Maine11
Michigan126
Minnesota67
Missouri66
Mississippi35
Montana9
North Carolina110
North Dakota9
Nebraska22
New Hampshire25
New Jersey97
New Mexico15
Nevada12
New York278
Ohio135
Oklahoma35
Oregon31
Pennsylvania108
Rhode Island29
South Carolina55
South Dakota13
Tennessee68
Texas173
Utah12
Virginia54
Vermont7
Washington39
Wisconsin32
West Virginia11
Wyoming4
International23
Total3,095

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