Hellman Family 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
- Other organizations in California
| Hellman Family Foundation | |
| Employer Identification Number (EIN) | 942880118 |
| Name of Organization | Hellman Family Foundation |
| Address | One Maritime Plaza Ste 2010, San Francisco, CA 94111-3404 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1983 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $9,001,933 |
| Amount of Income | $8,692,806 |
| Form 990 Revenue Amount | $6,829,836 |
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 | $360,200 | $17,863 | $0 | |
| Contributions, gifts, grants, etc., received | $350,000 | |||
| Interest on savings and temporary cash investments | $16,891 | |||
| Dividends and interest from securities | $970 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $2 | |||
| Total expenses and disbursements | $1,196,580 | $36,065 | $0 | $6,796,731 |
| Compensation of officers, directors, trustees, etc. | $142,710 | |||
| Total operating and administrative expenses | $229,140 | $36,065 | $153,898 | |
| Contributions, gifts, grants paid | $967,440 | |||
| Excess of revenue over expenses and disbursements | $-836,380 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $9,001,933 | $9,001,933 |
| Cash - non-interest-bearing | $111,932 | |
| Investments-U.S. and state government obligations | $7,770,285 | |
| Investments-corporate stock | $25,661 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,094,055 | |
| Total liabilities | $7,907,993 | |
| Mortgages and other notes payable | $0 | |
| Other | $7,907,993 | |
| Total liabilities and net assets/fund balances | $1,093,940 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-7,663 |
| 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 | $0 |
| Total credits and payments | $1,441 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,441 |
| 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 | $0 |
| Overpayment | $1,441 |
| Amount to be credited to 2013 estimated tax | $1,441 |
| 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? | Yes |
| 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 | $11,879,839 |
| Net value of noncharitable-use assets | $11,701,700 |
| Minimum investment return | $585,085 |
| Distributable Amount (for 2012) | |
| Distributable amount | $585,082 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $585,082 |
| 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 | Helkeinu Foundation | 1875 Century Park E Ste 1800, Los Angeles, CA 90067-2519 | CA | 1996-09 | $42,316 |
| 2 | Hellenic Outreach Program | 7700 College Town Dr Ste 101, Sacramento, CA 95826-2303 | CA | 2008-07 | $48,000 |
| 3 | Hellenic Society Of Constantinople- Los Angeles Chapter, Los Angeles Chapter | 1325 Valley View Rd, Glendale, CA 91202-1754 | CA | 1993-08 | $27,561 |
| 4 | Hellenic Traditional Arts Institute | 84 Black Street, Santa Clara, CA 95051 | CA | 1994-03 | $0 |
| 5 | Hellenic University Club Of Southern California | Po Box 45581, Los Angeles, CA 90045-0581 | CA | 1995-11 | $0 |
| 6 | Hellenic-American Medical And Dental Society Of Southern Califor | 1760 Termino Ave Ste 314, Long Beach, CA 90804-2151 | CA | 1992-07 | $36,842 |
| 7 | Heller Charitable & Educational Fund | 44 Montgomery St Ste 1970, San Francisco, CA 94104-4718 | CA | 1963-02 | $97,696 |
| 8 | Heller Ehrman White And Mcauliffe Charitable Foundation | 333 Bush St, San Francisco, CA 94104-2806 | CA | 1981-10 | $33 |
| 9 | Heller Family Foundation | 320 E Glaucus St, Encinitas, CA 92024-1734 | CA | 1993-02 | $29,522 |
| 10 | Heller Foundation Of San Diego 026626-00-06 | PO BOX 45174, San Francisco, CA 94104 | CA | 1961-09 | $498,569 |
| 11 | Hellman Family Foundation | One Maritime Plaza Ste 2010, San Francisco, CA 94111-3404 | CA | 1983-12 | $8,692,806 |
| 12 | Hellman Famiy Philantrhopic Foundation | 121 Steuart St, San Francisco, CA 94105-1236 | CA | 1998-12 | $264,517 |
| 13 | Hello Friend Ennis William Cosby Foundation | 9350 Wilshire Blvd Ste 250, Beverly Hills, CA 90212-3219 | CA | 1997-02 | $1,892 |
| 14 | Hells On Fire Productions | 4705 Franklin Ave Apt 12, Los Angeles, CA 90027-4285 | CA | 2001-09 | $115 |
| 15 | Hellwig Fund Bankcal Ttee | PO BOX 45174, San Francisco, CA 94145-0174 | CA | 1983-08 | $135,384 |
| 16 | Tsff Foundation On Community Development | 1 Embarcadero Ctr Ste 1400, San Francisco, CA 94111-3703 | CA | 1964-12 | $0 |
| 17 | Helmer & Sons Inc Voluntary Employees Beneficiary Association | PO BOX 868, Angwin, CA 94508-0868 | CA | 2002-05 | $419,462 |
| 18 | Helms Foundation Inc | 18201 Von Karman Ace Ste 150, Irvine, CA 92612 | CA | 1947-08 | $513,347 |
| 19 | Helms Furniture District Association | 8758 Venice Blvd, Los Angeles, CA 90034-3224 | CA | 2000-09 | $30,000 |
| 20 | Helms Manor | 5601 W Slauson Ave Ste 180, Culver City, CA 90230-6538 | CA | 1999-08 | $65,365 |
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