Kohala Foundation in San Anselmo, 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
| Kohala Foundation | |
| Employer Identification Number (EIN) | 562500150 |
| Name of Organization | Kohala Foundation |
| In Care of Name | David A Levenson |
| Address | 508 San Anselmo Ave Ste 17, San Anselmo, CA 94960-2672 |
| Subsection | Charitable Organization |
| Ruling Date | 06/2007 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $10,000 to $24,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $14,451 |
| Amount of Income | $10,486 |
| Form 990 Revenue Amount | $10,486 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Nonmonetary Support (Not Elsewhere Classified) |
Non-representatives - add comments:
Assets for 2011
| 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 | $10,486 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $10,486 | |||
| 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 | $14,987 | $0 | $5,742 | $14,987 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $14,987 | $0 | $14,987 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-4,501 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $14,451 | $14,451 |
| Cash - non-interest-bearing | $2,343 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $12,108 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $14,451 | |
| 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 | $3,868 |
| 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 | $14,987 | $24,577 | $126,151 | $49,499 | $215,214 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| 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) | $10,486 | $16,461 | $107,475 | $48,670 | $183,092 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $5,486 | $16,461 | $107,475 | $48,670 | $178,092 |
| Gross investment income | $0 | $0 | $143 | $1,412 | $1,555 |
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| Other organizations in California | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Koam Educator Association | PO BOX 743105, Los Angeles, CA 90004-0829 | CA | 2002-11 | $12,250 |
| 2 | Koamrus Mission Foundation | 707 Star Jasmine Court, San Jose, CA 95131 | CA | 2003-08 | $0 |
| 3 | Koaoa-Kosher Overseers | PO BOX 10209, Beverly Hills, CA 90213-3209 | CA | 2005-04 | $1,609,873 |
| 4 | Kobor Family Foundation | 250 N Robertson Blvd Ste 421, Beverly Hills, CA 90211-1774 | CA | 2001-01 | $514,809 |
| 5 | Koce-Tv Foundation, Pbs Socal | 3080 Bristol St Ste 400, Costa Mesa, CA 92626-7335 | CA | 1983-03 | $14,510,684 |
| 6 | Kodiak Sports League Incorporated | 2263 Wind River Rd, El Cajon, CA 92019-4142 | CA | 2007-03 | $79,541 |
| 7 | Kodimer-Lutz Foundation | 657 Woodmont Ave, Berkeley, CA 94708-1233 | CA | 2000-08 | $304 |
| 8 | Kodo Arts Sphere America | PO BOX 662064, Los Angeles, CA 90066-8664 | CA | 2002-02 | $16,315 |
| 9 | Koga Foundation Inc | 210 E Fig St Ste 103, Fallbrook, CA 92028-2889 | CA | 1977-12 | $192,596 |
| 10 | Koh Charitable Foundation | 3250 Wilshire Blvd Ste 2150, Los Angeles, CA 90010-1614 | CA | 2004-10 | $88,191 |
| 11 | Kohala Foundation | 508 San Anselmo Ave Ste 17, San Anselmo, CA 94960-2672 | CA | 2007-06 | $10,486 |
| 12 | Kohn Family Corporation | 8447 Wilshire Blvd Ste 204, Beverly Hills, CA 90211-3207 | CA | 1945-02 | $32,247 |
| 13 | Koi Hanearim | 1901 Avenue Of The Stars Ste 620, Los Angeles, CA 90067-6034 | CA | 2007-06 | $446,253 |
| 14 | Koinonia Christian School | 2303 E Herndon Ave, Fresno, CA 93720 | CA | 2014-01 | $0 |
| 15 | Koinonia Foster Homes Inc | PO BOX 1403, Loomis, CA 95650-1403 | CA | 1982-09 | $19,988,366 |
| 16 | Koinonia Mission Foundation | 1543 W Olympic Blvd Ste 421, Los Angeles, CA 90015-3872 | CA | 1991-09 | $6,606 |
| 17 | Kokoro Assisted Living Inc | 1881 Bush Street, San Francisco, CA 94109-5285 | CA | 1998-09 | $2,977,480 |
| 18 | Kokua Hawaii Foundation | 3727 Buchanan St Fl 4, San Francisco, CA 94123-1779 | CA | 2004-04 | $2,544,352 |
| 19 | Kol Neshama Inc | 8622 Gregory Way, Los Angeles, CA 90035-1707 | CA | 2004-04 | $93,648 |
| 20 | Kolb Foundation | 2029 Century Park E Ste 4000, Los Angeles, CA 90067-3026 | CA | 1981-12 | $3,666,455 |



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