Jeffrey A Simoneau Family Foundation 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
- Organizations performing similar types of work
| Jeffrey A Simoneau Family Foundation | |
| Employer Identification Number (EIN) | 542074475 |
| Name of Organization | Jeffrey A Simoneau Family Foundation |
| In Care of Name | Jeffrey A Simoneau |
| Address | 1495 Rosecrest Ter, San Jose, CA 95126-2154 |
| Subsection | Charitable Organization |
| Ruling Date | 09/2003 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $218 |
| Amount of Income | $8,206 |
| Form 990 Revenue Amount | $6,100 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Operating Foundations |
Non-representatives - add comments:
Amount of income in 2010: $8,206 (it was $6,100 in 2011)
| This organization: | $8,206 |
| Other organizations performing similar types of work: | $45,945 |
Assets in 2010: $218 (it was $265 in 2011)
| This organization: | $218 |
| Other organizations performing similar types of work: | $120,180 |
Expenses in 2011: $6,053
| Jeffrey A Simoneau Family Foundation: | $6,053 |
| Other organizations performing similar types of work: | $39,714 |
Income to expenses ratio in 2011: 1.4
| Jeffrey A Simoneau Family Foundation: | 1.4 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2011: 100.0%
| Jeffrey A Simoneau Family Foundation: | 100.0% |
| Other organizations performing similar types of work: | 2.2% |
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $6,100 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $6,100 | |||
| 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 | $6,053 | $0 | $0 | $6,053 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $6,053 | $0 | $6,053 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $47 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $265 | $265 |
| Cash - non-interest-bearing | $265 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $265 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| 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 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | Yes |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2011) | |
| Distributable amount | $0 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $0 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $1 | $0 | $0 | $0 | $1 |
| Qualifying distributions made directly for active conduct of exempt activities | $6,053 | $8,336 | $5,746 | $10,323 | $30,458 |
| 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 | $8,206 | $5,925 | $8,028 | $22,159 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $8,206 | $5,925 | $8,028 | $22,159 |
| Gross investment income | $0 | $0 | $0 | $5 | $5 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Carolands Foundation | 565 Remillard Dr, Hillsborough, CA 94010-6739 | CA | 2013-07 | $131,910,484 |
| 2 | The Draper Richards Foundation | 1600 El Camino Real Ste 155, Menlo Park, CA 94025-4120 | CA | 2002-07 | $18,796,693 |
| 3 | Maurice And Paul Marciano Art Foundation | 144 S Beverly Dr, Beverly Hills, CA 90212-3033 | CA | 2012-12 | $15,660,329 |
| 4 | Brystal Foundation | 2210 Winding Hills Ct, San Jose, CA 95138-2456 | CA | 2011-08 | $13,223,650 |
| 5 | The Gordon R And Mary M Howard Family Foundation | PO BOX 2670, Toluca Lake, CA 91610-0670 | CA | 2000-05 | $3,818,287 |
| 6 | Djek Inc | 777 Arnorld Dr, Martinez, CA 94553-3633 | CA | 2014-06 | $2,089,400 |
| 7 | Whittier Educational Foundation | 3060 El Cerrito Plaza 145, El Cerrito, CA 94530-4011 | CA | 2001-03 | $1,890,441 |
| 8 | Tomkat Ranch Educational Foundation | PO BOX 726, Pescadero, CA 94060-0726 | CA | 2009-01 | $1,368,676 |
| 9 | Sam Simon Foundation - Feeding Families, Sam Simon Ttee | 11444 W Olympic Blvd Fl 11, Los Angeles, CA 90064-1500 | CA | 2012-01 | $1,125,053 |
| 10 | Shared Presence Foundation | 18592 Main St, Huntingtn Bch, CA 92648-1701 | CA | 2012-02 | $1,000,364 |
| 11 | Elwyn And Jennifer Berlekamp Foundation | 5665 College Ave Ste 330, Oakland, CA 94618-1625 | CA | 2014-08 | $865,990 |
| 12 | Slate Family Foundation | 4950 Murphy Canyon Road, San Diego, CA 92123-4900 | CA | 2006-05 | $799,090 |
| 13 | The@whitney Foundation Inc | 323 W Cromwell Ave, Fresno, CA 93711-5844 | CA | 2001-04 | $791,124 |
| 14 | James E Aldredge Foundation | 5588 N El Adobe Dr, Fresno, CA 93711-2373 | CA | 2007-01 | $720,880 |
| 15 | Art & Practice | 4346 Degnan Blvd, Los Angeles, CA 90008-4909 | CA | 2014-03 | $642,793 |
| 16 | The Flwor Foundation | 40087 Mission Blvd No 163, Fremont, CA 94539-3680 | CA | 2007-12 | $600,806 |
| 17 | Wadhwani Operating Foundation | 50 California St Ste 3550, San Francisco, CA 94111-4717 | CA | 2013-12 | $572,199 |
| 18 | Photophilanthropy | 333 Valencia Street, San Francisco, CA 94103-3547 | CA | 2011-01 | $570,177 |
| 19 | Napa Tree Foundation | 381 Carolina Ln, Palo Alto, CA 94306-4122 | CA | 2011-03 | $517,373 |
| 20 | Azaya Ranch Sanctuary | 759 Hicks Valley Rd, Petaluma, CA 94952-9486 | CA | 2009-07 | $470,690 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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