Margaret M Brown & Lois H Conkle Memorial Trust in Sacramento, 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
| Margaret M Brown & Lois H Conkle Memorial Trust | |
| Employer Identification Number (EIN) | 946210310 |
| Name of Organization | Margaret M Brown & Lois H Conkle Memorial Trust |
| Address | 700 University Ave Ste 140, Sacramento, CA 95825-6755 |
| Activities | 4947(a)(2) trust |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Organization | Association |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2010 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $237,355 |
| Amount of Income | $5,354 |
| Form 990 Revenue Amount | $11,837 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
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 | $11,837 | $11,837 | $4,190 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $4,189 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $7,647 | |||
| Total expenses and disbursements | $15,026 | $0 | $0 | $12,100 |
| Compensation of officers, directors, trustees, etc. | $250 | |||
| Total operating and administrative expenses | $2,926 | $0 | $0 | |
| Contributions, gifts, grants paid | $12,100 | |||
| Excess of revenue over expenses and disbursements | $-3,189 | |||
| Net investment income | $11,837 | |||
| Adjusted net income | $4,190 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $234,166 | $251,197 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $25,408 | |
| Investments-corporate stock | $189,590 | |
| Investments-corporate bonds | $12,305 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $6,863 | |
| Total liabilities | $12,725 | |
| Mortgages and other notes payable | $0 | |
| Other | $12,725 | |
| Total liabilities and net assets/fund balances | $221,441 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $7,647 |
| 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 | $237 |
| Total credits and payments | $662 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $662 |
| 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 |
| Overpayment | $425 |
| Amount to be credited to 2012 estimated tax | $425 |
| 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? | No |
| 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 | $269,273 |
| Net value of noncharitable-use assets | $265,240 |
| Minimum investment return | $13,262 |
| Distributable Amount (for 2011) | |
| Distributable amount | $13,025 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $13,025 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $12,725 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Marera Community Self-Help Project | 13375 Harper Pl, Fontana, CA 92336-3960 | CA | 2007-11 | $57,032 |
| 2 | Margaret Aylward Center | 4270 Acacia Ave, Pico Rivera, CA 90660-1678 | CA | 1994-04 | $35,456 |
| 3 | Margaret Beeland Community Foundati On | 1917 Alta Ct, Oakdale, CA 95361-3362 | CA | 1998-08 | $373,034 |
| 4 | Margaret E Early Medical Research Tr | 1055 W 7th St 29th Flr, Los Angeles, CA 90017-2577 | CA | 1982-07 | $3,084,861 |
| 5 | M E Haas Foundation | 1155 Battery St Ste Ls7w, San Francisco, CA 94111-1203 | CA | 2006-03 | $92 |
| 6 | Margaret Ginny Green Circle Of Angels Foundation | 11550 Laurelcrest Dr, Studio City, CA 91604-3874 | CA | 2000-09 | $90 |
| 7 | Margaret Jenkins Dance Studio Inc | 507 Polk St Ste 320, San Francisco, CA 94102-3339 | CA | 1975-09 | $568,409 |
| 8 | Margaret K Sloss Foundation | 818 Cherry St, Santa Rosa, CA 95404-4207 | CA | 1958-04 | $322,740 |
| 9 | Margaret L Mcquinn Scholarship Foundation | 3263 San Jose Ave, Alameda, CA 94501-4863 | CA | 2005-06 | $427,213 |
| 10 | Margaret Liu Foundation | 44 Montgomery Street, San Francisco, CA 94104-4602 | CA | 1997-06 | $97,206 |
| 11 | Margaret M Brown & Lois H Conkle Memorial Trust | 700 University Ave Ste 140, Sacramento, CA 95825-6755 | CA | $5,354 | |
| 12 | Margaret Mary & Owens Miller Charitable Tr | 5455 Garden Grove Blvd Ste 325, Westminster, CA 92683-8238 | CA | 1959-03 | $896,035 |
| 13 | Margaret Nininger Carl Bible Tract Tr Fund | PO BOX 579, La Verne, CA 91750-0579 | CA | $15,502 | |
| 14 | Margaret Pillsbury Foundation | 425 California St Ste 2500, San Francisco, CA 94104-2212 | CA | $69,187 | |
| 15 | Margaret R Seeley Charitable Foundation, Seeley Margaret R Ttee | PO BOX 275, La Mesa, CA 91944-0275 | CA | 1998-07 | $79,504 |
| 16 | Margaret Wingrove Dancers Of San Jose | 950 S Bascom Avenue, San Jose, CA 95128-3536 | CA | 1984-06 | $81,104 |
| 17 | Marge Leone Ministries | PO BOX 1304, Glendale, CA 91209-1304 | CA | 1997-04 | $56 |
| 18 | Margery W Hubbs Charitable Foundation, Shelby Kirk M Adm | PO BOX 1247, Trinidad, CA 95570-1247 | CA | 2004-09 | $752,139 |
| 19 | Margie Cherry Complementary Breast Health Clinic | PO BOX 880903, San Francisco, CA 94188-0903 | CA | 2003-01 | $33,780 |
| 20 | Margie E Murdy Foundation | PO BOX 10566, Newport Beach, CA 92658-5000 | CA | 1998-08 | $956,734 |
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