George Frederick Jewett Foundation 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
| George Frederick Jewett Foundation | |
| Employer Identification Number (EIN) | 046013832 |
| Name of Organization | George Frederick Jewett Foundation |
| Address | 235 Montgomery St Ste 612, San Francisco, CA 94104-2915 |
| Activities | Other school related activities, Gifts, grants, or loans to other organizations, Other religious activities |
| Subsection | Charitable Organization |
| Ruling Date | 08/1958 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 10/2011 |
| Assets | $1 to $9,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1 |
| Amount of Income | $247,095 |
| Form 990 Revenue Amount | $166,751 |
Non-representatives - add comments:
Expenses 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 | $166,751 | $166,600 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,720 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $151 | |||
| Other | $163,880 | |||
| Total expenses and disbursements | $1,896,955 | $40,345 | $0 | $1,856,544 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $215,188 | $40,345 | $174,777 | |
| Contributions, gifts, grants paid | $1,681,767 | |||
| Excess of revenue over expenses and disbursements | $-1,730,204 | |||
| Net investment income | $126,255 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1 | $0 |
| Cash - non-interest-bearing | $0 | |
| 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 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $0 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $163,880 |
| 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 | $1,263 |
| Total credits and payments | $2,600 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $2,600 |
| 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 |
| Overpayment | $1,337 |
| 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? | Yes |
| 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? | 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 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 | $915,711 |
| Net value of noncharitable-use assets | $686,980 |
| Minimum investment return | $34,349 |
| Distributable Amount (for 2011) | |
| Distributable amount | $33,128 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $33,128 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| 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 2008) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $770 | $0 | $770 |
| 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 | $374 | $0 | $374 |
| Rent income | $0 | $0 | $0 |
| Unrelated debt-financed income | $0 | $0 | $0 |
| 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 | $396 | $0 | $396 |
| Deductions Not Taken Elsewhere (for 2008) | |
| Total deductions | $2,496 |
| Compensation of officers, directors, and trustees | $0 |
| Salaries and wages | $0 |
| Repairs and maintenance | $0 |
| Bad debts | $0 |
| Interest | $0 |
| Taxes and licenses | $996 |
| 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 | $1,500 |
| Unrelated business taxable income | $-1,726 |
| Unrelated business taxable income before net operating loss deduction | $-1,726 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $-1,726 |
| Specific deduction | $1,000 |
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| Other organizations in California | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Friends Of The Andy Ausonio Library | 11160 Speegle St, Castroville, CA 95012 | CA | 1985-07 | $0 |
| 2 | Friends Of The Eel River | PO BOX 4945, Arcata, CA 95518-4945 | CA | 1999-02 | $316,282 |
| 3 | Friends Of The Inyo | 819 N Barlow Ln, Bishop, CA 93514-8042 | CA | 1997-03 | $587,212 |
| 4 | Friends Of The Long Beach Firefighters | 3205 N Lakewood Blvd, Long Beach, CA 90808-1733 | CA | 1997-03 | $39,996 |
| 5 | Fullerton Family Foundation | 5 Hamilton Landing Ste 200, Novato, CA 94949-8263 | CA | 1999-04 | $115,062 |
| 6 | Fullerton Historic Theatre Foundation | PO BOX 6753, Fullerton, CA 92834-6753 | CA | 2004-05 | $40,357 |
| 7 | Future Citizens Foundation, The Firstee | 1551 Beacon Hill Dr, Salinas, CA 93905-4800 | CA | 2002-06 | $8,662,996 |
| 8 | G P G Foundation | 1 Embarcadero Ctr Ste 1350, San Francisco, CA 94111-3700 | CA | 1987-08 | $17,952 |
| 9 | Galeria Studio 24 | 2857 24th St, San Francisco, CA 94110-4234 | CA | 1978-06 | $509,277 |
| 10 | Gathering Inn | 201 Berkeley Ave, Roseville, CA 95678-2205 | CA | 2004-11 | $727,608 |
| 11 | George Frederick Jewett Foundation | 235 Montgomery St Ste 612, San Francisco, CA 94104-2915 | CA | 1958-08 | $247,095 |
| 12 | George Lucas Educational Foundation | PO BOX 3494, San Rafael, CA 94912-3494 | CA | 1993-08 | $9,482,848 |
| 13 | Georgiana Bruce Kirby Preparatory School | 425 Encinal St, Santa Cruz, CA 95060-2150 | CA | 1998-12 | $5,909,870 |
| 14 | Geothermal Resources Council | 630 Pena Dr Ste 400, Davis, CA 95618-7726 | CA | 1981-03 | $1,320,491 |
| 15 | Gerald S And Miriam M Friedkin Supporting Foundation | 2121 Allston Way Ste 200, Berkeley, CA 94720-6001 | CA | 2004-02 | $591,679 |
| 16 | Friends Of The Girl Scouts Trust | 9500 Toledo Way Ste 100, Irvine, CA 92618-1823 | CA | 1974-09 | $5,276,194 |
| 17 | Glad News For Muslims Inc | PO BOX 28961, Santa Ana, CA 92799-8961 | CA | 2007-10 | $375,014 |
| 18 | Gladys Bryant Foundation | 6505 E Serrano Ave Ste D, Anaheim, CA 92807-5053 | CA | 1997-02 | $52,171 |
| 19 | Gloria & Ken Levy Foundation | 51 University Ave Ste G, Los Gatos, CA 95030-6037 | CA | 1995-04 | $5,219 |
| 20 | Gloria Neidorf Charitable Foundation | 11400 W Olympic Blvd Ste 590, Los Angeles, CA 90064-1550 | CA | 1990-03 | $0 |



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