Katz Family Foundation in Mill Valley, 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
| Katz Family Foundation | |
| Employer Identification Number (EIN) | 042947276 |
| Name of Organization | Katz Family Foundation |
| Address | 409 Summit Ave, Mill Valley, CA 94941-1029 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1987 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,033,616 |
| Amount of Income | $3,772,510 |
| Form 990 Revenue Amount | $80,979 |
Non-representatives - add comments:
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 | $-424,207 | $80,356 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $79,766 | |||
| Gross rents | $-180 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $770 | |||
| Total expenses and disbursements | $163,070 | $31,389 | $0 | $131,077 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $66,793 | $31,389 | $34,800 | |
| Contributions, gifts, grants paid | $96,277 | |||
| Excess of revenue over expenses and disbursements | $-587,277 | |||
| Net investment income | $48,967 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,250,606 | $2,318,347 |
| Cash - non-interest-bearing | $23,353 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $10,636 | |
| Investments-corporate bonds | $1,966,642 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $243,998 | |
| Other | $5,977 | |
| Total liabilities | $42,700 | |
| Mortgages and other notes payable | $0 | |
| Other | $42,700 | |
| Total liabilities and net assets/fund balances | $2,207,906 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-504,563 |
| 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 | $490 |
| Total credits and payments | $605 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $605 |
| 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 | $0 |
| Overpayment | $115 |
| Amount to be credited to 2013 estimated tax | $115 |
| 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 | $0 |
| Net value of noncharitable-use assets | $1,980,840 |
| Minimum investment return | $99,042 |
| Distributable Amount (for 2012) | |
| Distributable amount | $99,042 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $99,042 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $98,552 |
| 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 | Kathryne Beynon Foundation | PO BOX 90815, Pasadena, CA 91109-0815 | CA | 1970-02 | $1,655,877 |
| 2 | Kathy Court Housing Corporation | 1001 Willow St, Chico, CA 95928-5958 | CA | 1997-12 | $11,086 |
| 3 | Kathys House Inc | C/O Ocean Hills Community Chur 3222, San Juan Capistrano, CA 92675 | CA | 1999-01 | $223,856 |
| 4 | Katie & Thomas Haynes Memorial Educational Fund | 9362 Folkstone Cir, Huntington Bh, CA 92646-7959 | CA | 1993-02 | $264,719 |
| 5 | Katie And Oren Aviv Foundation | 23622 Calabasas Rd Ste 107, Calabasas, CA 91302-1584 | CA | 2007-04 | $21,321 |
| 6 | Katie Nelson Memorial Fund | 22602 Holstein Rd, Los Banos, CA 93635-9597 | CA | 2003-09 | $1 |
| 7 | Katmom | 3517 Scotland Dr, Antelope, CA 95843-2251 | CA | 2003-10 | $73,320 |
| 8 | Katragadda Family Foundation | 370 Crenshaw Blvd Ste E202d, Torrance, CA 90503-1732 | CA | 2003-10 | $438 |
| 9 | Camp Cocker Rescue Inc, Camp Cocker Rescue | 14320 Ventura Blvd, Sherman Oaks, CA 91423-2717 | CA | 2007-09 | $243,176 |
| 10 | Katz Family Foundation | 9229 W Sunset Blvd Ste 850, Los Angeles, CA 90069-3413 | CA | 2003-01 | $8,744,822 |
| 11 | Katz Family Foundation | 409 Summit Ave, Mill Valley, CA 94941-1029 | CA | 1987-05 | $3,772,510 |
| 12 | Katz-Keel Family Foundation | 230 Edgewood Ave, Mill Valley, CA 94941-2638 | CA | 1997-07 | $482 |
| 13 | Kavanagh Community | 675 Peppertree Lane 221, Redding, CA 96003 | CA | 2007-08 | $0 |
| 14 | Kavkaz Cultural Center Of California | 5109 W 5th St, Santa Ana, CA 92703-3123 | CA | 2012-04 | $156,572 |
| 15 | Kavli Charitable Trust | 1801 Solar Dr Ste 250, Oxnard, CA 93030-8297 | CA | 2009-01 | $32,279 |
| 16 | Kavli Foundation | 1801 Solar Dr Ste 250, Oxnard, CA 93030-8297 | CA | 2001-04 | $411,939,808 |
| 17 | Kawaguchi-Kihara Memorial Foundation | 411 Center St, Los Angeles, CA 90012-3435 | CA | 1979-09 | $5,195 |
| 18 | Kaweah & St Johns River Association | 2975 N Farmersville Blvd, Farmersville, CA 93223-2303 | CA | 1977-04 | $338,094 |
| 19 | Kaweah Delta Health Care District Guild, Guild Courtyard | 313 E Caldwell Ave, Visalia, CA 93277 | CA | 1960-05 | $340,688 |
| 20 | Kaweah Management Company | 5140 W Cypress Ave, Visalia, CA 93277-8303 | CA | 1978-09 | $3,686,369 |
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