Hugh Stuart Center Charitable Trust in San Jose, 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
| Hugh Stuart Center Charitable Trust | |
| Employer Identification Number (EIN) | 942455308 |
| Name of Organization | Hugh Stuart Center Charitable Trust |
| Address | 96 N 3rd St Ste 500, San Jose, CA 95112-7709 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | Charitable Organization |
| Ruling Date | 05/1978 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $11,412,731 |
| Amount of Income | $2,512,877 |
| Form 990 Revenue Amount | $816,247 |
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 | $1,233,862 | $1,233,862 | $964,333 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $302 | |||
| Dividends and interest from securities | $964,031 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $269,529 | |||
| Total expenses and disbursements | $994,099 | $170,488 | $0 | $823,611 |
| Compensation of officers, directors, trustees, etc. | $280,646 | |||
| Total operating and administrative expenses | $441,624 | $170,488 | $271,136 | |
| Contributions, gifts, grants paid | $552,475 | |||
| Excess of revenue over expenses and disbursements | $239,763 | |||
| Net investment income | $1,063,374 | |||
| Adjusted net income | $964,333 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $11,412,731 | $22,598,438 |
| Cash - non-interest-bearing | $50 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $10,459,705 | |
| Investments-corporate bonds | $64,409 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $125,000 | |
| Other | $763,567 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $11,412,731 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $269,529 |
| 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 | $21,267 |
| Total credits and payments | $10,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $10,000 |
| 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 | $11,267 |
| 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? | 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 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 | $21,608,953 |
| Net value of noncharitable-use assets | $20,744,600 |
| Minimum investment return | $1,037,230 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,015,963 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,015,963 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $886,078 |
| 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 | Huckleberry Youth Programs Inc | 3310 Geary Blvd, San Francisco, CA 94118-3324 | CA | 1969-09 | $4,804,244 |
| 2 | Huda Community Center | 4175 Bonillo Dr, San Diego, CA 92115-6741 | CA | 2007-06 | $193,874 |
| 3 | Hudgins Brothers Reinsurance Ltd | 3650 White Alder, Sonoma, CA 95476-8963 | CA | 2005-07 | $0 |
| 4 | Huebners Hockey Monsters Inc | 1052 W Alameda Ave Ste 204, Burbank, CA 91506-2846 | CA | 2003-10 | $43,402 |
| 5 | Hueman Foundation | Po Box 480463, Los Angeles, CA 90048 | CA | 2003-03 | $0 |
| 6 | Huemme Family Foundation Inc | 1022 Vista Ridge Ln, Westlake Vlg, CA 91362-5614 | CA | 2002-03 | $109,492 |
| 7 | Huff Family Foundation | 1465 N 2nd Ave, Upland, CA 91786-2310 | CA | 2004-06 | $149,575 |
| 8 | Hugh & Hazel Darling Foundation | 520 South Grand Avenue Suite 395, Los Angeles, CA 90071-2600 | CA | 1989-01 | $2,927,390 |
| 9 | Hugh M & Julie Pearce Foundation | 14000 Miranda Rd, Los Altos, CA 94022-2044 | CA | 2001-09 | $18,145 |
| 10 | Hugh Obrian Youth Leadership, Ca Hugh Obrian Youth Leadership | PO BOX 2100, Mission Viejo, CA 92690-0100 | CA | 1958-10 | $199,399 |
| 11 | Hugh Stuart Center Charitable Trust | 96 N 3rd St Ste 500, San Jose, CA 95112-7709 | CA | 1978-05 | $2,512,877 |
| 12 | Hughson Chamber Of Commerce | PO BOX 1717, Hughson, CA 95326 | CA | 1968-09 | $0 |
| 13 | Hughson Family Resource Center Inc | PO BOX 264, Hughson, CA 95326 | CA | 2005-11 | $321,924 |
| 14 | Hugs Foundation For Near Drowning Children | 843 Ashford St, Simi Valley, CA 93065 | CA | 2007-12 | $10,212 |
| 15 | Hugs From Shaun Inc | 2553 W Gramercy Ave, Anaheim, CA 92801-3141 | CA | 2005-01 | $17,596 |
| 16 | Huguenin-Rallapalli Foundation | 3184 Linkfield Way, San Jose, CA 95135-1116 | CA | 2002-03 | $19,664 |
| 17 | Hui Employees Recreation Club | 1700 Business Center Dr, Duarte, CA 91010-2859 | CA | 1990-08 | $4,011 |
| 18 | Hui Lokahi O Ke Kai | 1603 S Walker Ave, San Pedro, CA 90731 | CA | 2004-06 | $0 |
| 19 | Michael Family Foundation | 1820 W Kettleman Ln Ste E, Lodi, CA 95242-4290 | CA | 1993-08 | $1,211,452 |
| 20 | Hui O Hawaii Of Sacramento Inc | PO BOX 2366, Citrus Hts, CA 95611-2366 | CA | 2006-09 | $26,272 |
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