Frances And William H Beattie Foundation in Los Angeles, 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
| Frances And William H Beattie Foundation | |
| Employer Identification Number (EIN) | 576113645 |
| Name of Organization | Frances And William H Beattie Foundation |
| In Care of Name | Cgtc |
| Address | 333 S Hope St 34th Flr, Los Angeles, CA 90071-1406 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1988 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $4,447,968 |
| Amount of Income | $1,129,405 |
| Form 990 Revenue Amount | $216,737 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets 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 | $351,553 | $351,116 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $110,868 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $240,685 | |||
| Total expenses and disbursements | $322,962 | $39,683 | $0 | $281,824 |
| Compensation of officers, directors, trustees, etc. | $8,070 | |||
| Total operating and administrative expenses | $51,962 | $39,683 | $10,824 | |
| Contributions, gifts, grants paid | $271,000 | |||
| Excess of revenue over expenses and disbursements | $28,591 | |||
| Net investment income | $311,433 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,447,968 | $5,487,580 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $4,363,526 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $84,442 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $4,447,968 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $240,685 |
| Net capital loss | $0 |
| 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 | $6,229 |
| Total credits and payments | $1,741 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,741 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $4,488 |
| 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? | 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 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 | $5,456,839 |
| Net value of noncharitable-use assets | $5,374,980 |
| Minimum investment return | $268,749 |
| Distributable Amount (for 2012) | |
| Distributable amount | $262,520 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $262,520 |
| 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 | Fr Hannibal House Social Service Center | PO BOX 335, Sanger, CA 93657-0335 | CA | 1988-08 | $66,190 |
| 2 | Frager Family Foundation | 5741 Rutgers Rd, La Jolla, CA 92037-7829 | CA | 2001-12 | $13,000 |
| 3 | Fragile X Center Of San Diego | 4653 Carmel Mountain Rd Ste 308-515, San Diego, CA 92130-6650 | CA | 2005-04 | $11,864 |
| 4 | Fragment House Mission International | PO BOX 5365, Compton, CA 90224-5365 | CA | 1994-09 | $2,100 |
| 5 | Fram Cq | 229 Calle De Madrid, Redondo Beach, CA 90277-6716 | CA | 2004-05 | $1,196,135 |
| 6 | Framax Inc | 715 G St, Modesto, CA 95354-3407 | CA | 1981-11 | $8,472,273 |
| 7 | Frame Of Mind Films Inc | 1009 Kaines Ave, Albany, CA 94706-2247 | CA | 2006-09 | $258,546 |
| 8 | Frameline Inc | 145 9th St Ste 300, San Francisco, CA 94103-2640 | CA | 1986-02 | $1,876,127 |
| 9 | Fran & Ray Stark Foundation, Attn Rochelle A Edwards | 1990 S Bundy Dr Ste 420, Los Angeles, CA 90025-1578 | CA | 1982-10 | $5,307,437 |
| 10 | France Place Corporation A Delaware Corporation | 515 S Flower St Ste 3100, Los Angeles, CA 90071-2233 | CA | 1995-09 | $24,935,670 |
| 11 | Frances And William H Beattie Foundation | 333 S Hope St 34th Flr, Los Angeles, CA 90071-1406 | CA | 1988-05 | $1,129,405 |
| 12 | Frances E Mclean Trust Rlm-33l003002 | PO BOX 60078, Los Angeles, CA 90060-0078 | CA | $131,185 | |
| 13 | Frances Harper Junior High Parent Teacher Organization | 4000 East Covell Boulevard, Davis, CA 95618 | CA | 2004-09 | $0 |
| 14 | Frances K And Charles D Field Foundation | 155 Montgomery St Ste 404, San Francisco, CA 94104-4109 | CA | 2003-03 | $2,808,866 |
| 15 | Frances K And Theodore H Geballe Supporting Foundation | 121 Steuart St, San Francisco, CA 94105-1236 | CA | 1995-08 | $1,541,925 |
| 16 | Frances Roth Tr 14-810449 | PO BOX 63954, San Francisco, CA 94163-0001 | CA | 1982-07 | $77,821 |
| 17 | Frances Schermer Charitable Tr | 400 N Roxbury Drive Suite 600, Beverly Hills, CA 90210-5021 | CA | 1981-02 | $1,104,735 |
| 18 | Frances Vanella Memorial Scholarship | 3665 Woodson Ave, Corning, CA 96021-9705 | CA | 1998-05 | $1,245 |
| 19 | Francesca Kress Foundation | PO BOX 1629, Sausalito, CA 94966-1629 | CA | 1994-10 | $114,235 |
| 20 | Franceschi Park Foundation | 120 E De La Guerra St, Santa Barbara, CA 93101-2226 | CA | 2001-09 | $1 |



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