Jack H Lund Charitable Tr, Lund Jack H Ttee 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
- Organizations performing similar types of work
| Jack H Lund Charitable Tr, Lund Jack H Ttee | |
| Employer Identification Number (EIN) | 946757863 |
| Name of Organization | Jack H Lund Charitable Tr |
| Secondary Name | Lund Jack H Ttee |
| In Care of Name | A R Albrecht |
| Address | 1000 Lombard St, San Francisco, CA 94109-1515 |
| Subsection | Charitable Organization |
| Ruling Date | 08/2000 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $19,286 |
| Amount of Income | $6,989 |
| Form 990 Revenue Amount | $5,010,502 |
| National Taxonomy of Exempt Entities (NTEE) | Arts, Culture and Humanities: Fund Raising and/or Fund Distribution |
Non-representatives - add comments:
Amount of income in 2012: $6,989 (it was $5,211,616 in 2011)
| This organization: | $6,989 |
| Other organizations performing similar types of work: | $82,884 |
Assets in 2012: $19,286 (it was $12,297 in 2011)
| Jack H Lund Charitable Tr, Lund Jack H Ttee: | $19,286 |
| Other organizations performing similar types of work: | $56,205 |
Expenses in 2012: $0
| This organization: | $0 |
| Other organizations performing similar types of work: | $50,053 |
Grants share in income in 2012: 100.0%
| Jack H Lund Charitable Tr, Lund Jack H Ttee: | 100.0% |
| Other organizations performing similar types of work: | 71.1% |
| 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 | $6,989 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $6,989 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $0 | $0 | $0 | $0 |
| Excess of revenue over expenses and disbursements | $6,989 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $19,286 | $19,286 |
| 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 | $19,286 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $19,286 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $12,297 |
| Net value of noncharitable-use assets | $12,120 |
| Minimum investment return | $606 |
| Distributable Amount (for 2012) | |
| Distributable amount | $606 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $606 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Sacramento Youth Symphony Foundation | 3443 Ramona Ave Ste 22, Sacramento, CA 95826-3833 | CA | 2014-04 | $355,099 |
| 2 | Gsi Foundation Inc | 1455 19th, Santa Monica, CA 90404 | CA | 2011-02 | $300,000 |
| 3 | Sing For America Foundation | 463 Buena Vista Ave E, San Francisco, CA 94117-4164 | CA | 2012-06 | $272,263 |
| 4 | Samuel Lawrence Foundation | Po Box Drawer F, Del Mar, CA 92014 | CA | 2010-12 | $242,896 |
| 5 | Sonoma Plein Air Foundation | 19201 Sonoma Hwy 321, Sonoma, CA 95476-5413 | CA | 2003-10 | $237,042 |
| 6 | The Sacred Fire Foundation Inc, Sacred Fire Foundation | 1761 Sunset Ave, Santa Monica, CA 90405-5919 | CA | 2007-06 | $226,358 |
| 7 | Smart Foundation | 31441 Santa Marqarita Pkwy, Rancho Santa Margari, CA 92688-1836 | CA | 2001-01 | $226,093 |
| 8 | Berkeley Film Foundation | 2015 Center St, Berkeley, CA 94704-1204 | CA | 2009-05 | $180,814 |
| 9 | San Francisco International Airport Charity Golf Tournament | PO BOX 250027, San Francisco, CA 94125-0027 | CA | 2001-06 | $106,538 |
| 10 | Community Commons | 3005 Governor Drive, San Diego, CA 92122 | CA | 2011-12 | $100,824 |
| 11 | J B Arrowhead Club Incorporated | PO BOX 6692, Burbank, CA 91510-6692 | CA | 2012-09 | $95,913 |
| 12 | Porterville Breakfast Rotary Club | 934 W Henderson Ave Ste 222, Porterville, CA 93257-1778 | CA | 2008-04 | $95,223 |
| 13 | Africa My Heart Ministries Inc | Po Box 1802, Lake Arrowhead, CA 92352 | CA | 2012-03 | $86,933 |
| 14 | Sub City | 15918 Arminta St, Van Nuys, CA 91406-1806 | CA | 2008-05 | $69,097 |
| 15 | Pacific Harmony Foundation | 114 El Camino Real, Berkeley, CA 94705-2823 | CA | 2014-03 | $60,002 |
| 16 | Lincoln Theatre Guild Incorporated | 555 Dana Ave, San Jose, CA 95126-2002 | CA | 2009-06 | $55,312 |
| 17 | Victorville Rotary Foundation Inc | Pob 734, Victorville, CA 92393 | CA | 2002-06 | $47,606 |
| 18 | Rudolph L Glasel Charitable Tr 08142000, Glasel Jennie Pico Ttee | 3859 Bernice Dr, San Diego, CA 92107-2701 | CA | 2000-11 | $32,126 |
| 19 | Williams Foundation | 1508 Via Dorado, San Marcos, CA 92069-3260 | CA | 2007-01 | $31,454 |
| 20 | Simunya Tr, Isobel Estorick Ttee | 624 Palisades Ave, Santa Monica, CA 90402-2724 | CA | 2008-11 | $21,059 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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