James J Ludwig And Eileen D Ludwig Private 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
| James J Ludwig And Eileen D Ludwig Private Foundation | |
| Employer Identification Number (EIN) | 943018661 |
| Name of Organization | James J Ludwig And Eileen D Ludwig Private Foundation |
| Address | 66 Montclair Ter, San Francisco, CA 94109-1517 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1987 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1 to $9,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,317 |
| Amount of Income | $59,711 |
| Form 990 Revenue Amount | $81,641 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $72,795 | $71,432 | $56,695 | |
| Contributions, gifts, grants, etc., received | $72,742 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $51 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $72,263 | $0 | $0 | $42,098 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $30,165 | $0 | $0 | |
| Contributions, gifts, grants paid | $42,098 | |||
| Excess of revenue over expenses and disbursements | $532 | |||
| Net investment income | $71,432 | |||
| Adjusted net income | $56,695 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1 | $498 |
| 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 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? | 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 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? | Yes |
| 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 | $5,127 |
| Net value of noncharitable-use assets | $5,060 |
| Minimum investment return | $253 |
| Distributable Amount (for 2012) | |
| Distributable amount | $253 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $253 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $253 |
| 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 | James F Mckinney Family Referral Services | 7133 Sherice Court, Sacramento, CA 95831 | CA | 2008-09 | $0 |
| 2 | James Family Foundation, Cmj Private Foundation | 4 Embarcadero Ctr Ste 3500, San Francisco, CA 94111-4185 | CA | 1997-04 | $2,462,073 |
| 3 | James G And Marcia H Valeo | 3029 Wilshire Blvd Ste 200, Santa Monica, CA 90403-2364 | CA | 1987-02 | $72,363 |
| 4 | James G Boswell Foundation | 101 W Walnut St, Pasadena, CA 91103-3636 | CA | 1948-03 | $1,810,072 |
| 5 | James G Cummings Foundation | PO BOX 1064, Mendocino, CA 95460-1064 | CA | 1999-12 | $522,020 |
| 6 | James H And Wanda E Dewald Family Foundation | 710 Wilshire Blvd Ste 425, Santa Monica, CA 90401-1743 | CA | 2001-02 | $51 |
| 7 | James H Frank Foundation | 2678 34th St, Santa Monica, CA 90405-3115 | CA | 2008-02 | $77,768 |
| 8 | James H Kabler Iii Foundation | 13245 Riverside Dr, Sherman Oaks, CA 91423-5625 | CA | 2003-04 | $1 |
| 9 | James Hervey Johnson Charitable- Educational Tr 083189, True Lawrence Y Ttee | PO BOX 16160, San Diego, CA 92176-6160 | CA | 1990-04 | $1,279,471 |
| 10 | James J Cotter Foundation | 6100 Center Drive, Los Angeles, CA 90045-9200 | CA | 2006-12 | $60,996 |
| 11 | James J Ludwig And Eileen D Ludwig Private Foundation | 66 Montclair Ter, San Francisco, CA 94109-1517 | CA | 1987-01 | $59,711 |
| 12 | James Kim Technology Foundation | 245 Randall St, San Francisco, CA 94131-2738 | CA | 2007-12 | $2,176 |
| 13 | Easton Foundation | 7855 Haskell Ave Ste 350, Van Nuys, CA 91406-1936 | CA | 2005-12 | $8 |
| 14 | James L Murdoch Charitable Tr, Murdoch Alexander R Ttee | 1130 K St Ste 210, Sacramento, CA 95814-3965 | CA | 2003-09 | $192,846 |
| 15 | James L Stamps Foundation Inc | 600 N Tustin Ave Ste 260, Santa Ana, CA 92705-3782 | CA | 1964-11 | $15,962,931 |
| 16 | James L White Foundation | 40004 Cook St Ste 3, Palm Desert, CA 92211-5802 | CA | 1988-09 | $385,859 |
| 17 | James L White Foundation Inc | 4250 Wilshire Blvd, Los Angeles, CA 90010-3508 | CA | 1947-02 | $1,637 |
| 18 | James Lick High School Athletic Booster Club | 57 N White Rd, San Jose, CA 95127 | CA | 2009-08 | $0 |
| 19 | James Logan Football Booster Club | PO BOX 1779, Union City, CA 94587-6779 | CA | 2006-11 | $54,355 |
| 20 | James M Stafford Foundation, Roski Edward P Jr Ttee | 13191 Crossroads Pkwy N Fl 6, City Industry, CA 91746-3424 | CA | 2004-11 | $131 |
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