Jean And Gene Zwick Foundation in Costa Mesa, 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
| Jean And Gene Zwick Foundation | |
| Employer Identification Number (EIN) | 953802010 |
| Name of Organization | Jean And Gene Zwick Foundation |
| Address | 2840 Serang Pl, Costa Mesa, CA 92626-4827 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1983 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2012 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $84,319 |
| Amount of Income | $250 |
| Form 990 Revenue Amount | $4 |
Non-representatives - add comments:
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 | $250 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $250 | |||
| 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 | $5,400 | $0 | $0 | $4,400 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,000 | $0 | $0 | |
| Contributions, gifts, grants paid | $4,400 | |||
| Excess of revenue over expenses and disbursements | $-5,150 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $84,319 | $84,319 |
| 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 | $84,319 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $84,319 | |
| 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 | $85,294 |
| Net value of noncharitable-use assets | $75,300 |
| Minimum investment return | $3,765 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,765 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,765 |
| 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 | Jbe Auto Concepts Reinsurance Ltd | 3650 White Alder, Sonoma, CA 95476-8963 | CA | 2005-07 | $252,845 |
| 2 | Jbhs Baseball Boosters Incorporated | 2219 W Olive Ave Num 269, Burbank, CA 91506-2625 | CA | 2007-01 | $123,316 |
| 3 | Jc Mission Foundation | 2720 S Soto Street, Los Angeles, CA 90023 | CA | 2004-12 | $0 |
| 4 | Jcs Foundation | 4145 Pulido Ct, Calabasas, CA 91302-1816 | CA | 1999-12 | $5,126 |
| 5 | Jdc Educational Enrichment | 8091 Primoak Way, Elk Grove, CA 95758 | CA | 2006-12 | $0 |
| 6 | Jde Booster Club | 1570 Starr Drive, Yuba City, CA 95993-2661 | CA | 2005-06 | $104,719 |
| 7 | Jdh Family Foundation | 1415 Lomita Dr, Pasadena, CA 91106-4340 | CA | 2005-08 | $451,174 |
| 8 | Jdm Foundation Inc | PO BOX 7885, Burbank, CA 91510-7885 | CA | 1989-10 | $21,275 |
| 9 | Jean & E Floyd Kvamme Foundation, Kvamme Jean Co-Ttee | PO BOX 2494, Saratoga, CA 95070-0494 | CA | 1994-03 | $9,104,113 |
| 10 | Jean And Ed Kelly Foundation | PO BOX 1299, Watsonville, CA 95077-1299 | CA | 1998-11 | $191,696 |
| 11 | Jean And Gene Zwick Foundation | 2840 Serang Pl, Costa Mesa, CA 92626-4827 | CA | 1983-03 | $250 |
| 12 | Jean Arnold Group Foundation | 322 Patten Street, Sonoma, CA 95476 | CA | 2008-01 | $42,177 |
| 13 | Jean Harvey Mcgregor Scholarship | 5801 Sundale Ave, Bakersfield, CA 93309-2924 | CA | 1977-11 | $16,095 |
| 14 | Jean Lores Inc | 1867 W Vernon Ave, Los Angeles, CA 90062-1500 | CA | 1990-03 | $287,000 |
| 15 | Jean Sanville Foundation | 335 West Rd, Arbuckle, CA 95912-9738 | CA | 2009-03 | $1,943 |
| 16 | Jeanette Bertea Hennings Foundation | 831 Via Lido Soud, Newport Beach, CA 92663-5532 | CA | 1998-01 | $12,108,857 |
| 17 | Jeannette Righter Nurses Scholarship Memorial Fu | 3596 Sunview Rd, Paradise, CA 95969 | CA | 1968-11 | $0 |
| 18 | Jeangerard Foundation, Jeangerard Jack J | 37596 Avenue 12 1/4, Madera, CA 93636-8682 | CA | 1992-09 | $216,532 |
| 19 | Jeanie Reitzell Foundation | 5994 W Las Positas Blvd Ste 101, Pleasanton, CA 94588-8525 | CA | 2001-05 | $12 |
| 20 | Jeanne And Sanford Robertson Fund | 825 Francisco St, San Francisco, CA 94109-1322 | CA | 1993-07 | $829,082 |
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