Marvin And Roberta Holland Family Foundation in Rancho Mirage, 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
| Marvin And Roberta Holland Family Foundation | |
| Employer Identification Number (EIN) | 056080166 |
| Name of Organization | Marvin And Roberta Holland Family Foundation |
| Address | 6 Rocky Ln, Rancho Mirage, CA 92270-2600 |
| Activities | Non financial services of facilities to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1988 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $773 |
| Amount of Income | $51 |
| Form 990 Revenue Amount | $270 |
Non-representatives - add comments:
| 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 | $61 | $61 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $61 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $0 | $0 | $0 | $0 |
| Excess of revenue over expenses and disbursements | $61 | |||
| Net investment income | $61 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $722 | $2,341 |
| 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 | $722 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $722 | |
| 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 | $1 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $1 |
| 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 | $692 |
| Net value of noncharitable-use assets | $680 |
| Minimum investment return | $34 |
| Distributable Amount (for 2012) | |
| Distributable amount | $33 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $33 |
| 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 | Martinez Yacht Club Inc | PO BOX 128, Martinez, CA 94553-0012 | CA | 1978-06 | $124,483 |
| 2 | Martins Achievement Place | PO BOX 560, Citrus Hts, CA 95611-0560 | CA | 1977-07 | $5,274,054 |
| 3 | Martinson Child Development Center Inc | 1350 Hope Dr, Santa Clara, CA 95054-1779 | CA | 1970-06 | $669,695 |
| 4 | Martis Fund | PO BOX 565, Truckee, CA 96160-0565 | CA | 2008-08 | $1,657,936 |
| 5 | Martlet Resources Inc | 9131 Fletcher Pkwy, La Mesa, CA 91942-3426 | CA | 2002-01 | $1 |
| 6 | Martvest Foundation | PO BOX 6167, La Quinta, CA 92248-6167 | CA | 1994-06 | $4,880 |
| 7 | Marvell Charitable Fund Inc | 5488 Marvell Ln, Santa Clara, CA 95054-3606 | CA | 2005-07 | $10,538 |
| 8 | Marvelous Marin Breakfast Club | PO BOX 3143, San Rafael, CA 94912-3143 | CA | 1967-06 | $37,939 |
| 9 | Marvin & Sondra Smalley Family Foundation | 963 Stone Canyon Rd, Los Angeles, CA 90077-2913 | CA | 1968-09 | $412,523 |
| 10 | Marvin And Katharine Murphy Foundation | 79 600 St Margarets Bay, Bermuda Dunes, CA 92201 | CA | 2000-02 | $1 |
| 11 | Marvin And Roberta Holland Family Foundation | 6 Rocky Ln, Rancho Mirage, CA 92270-2600 | CA | 1988-01 | $51 |
| 12 | Marvin Boyer Memorial Scholarship Fund | 3737 Camino Del Rio S Ste 109, San Diego, CA 92108-4007 | CA | 1987-12 | $5,000 |
| 13 | Marvin Buzz Oates Charitable Foundation | 8615 Elder Creek Rd, Sacramento, CA 95828-1800 | CA | 2008-06 | $2,777,953 |
| 14 | Marvin D Iannone Beverly Hills Police Foundation | 464 N Rexford Dr, Beverly Hills, CA 90210-4873 | CA | 1992-09 | $65,029 |
| 15 | Marvin Elementary School Foundation | 5720 Brunswick Ave, San Diego, CA 92120-1905 | CA | 1995-07 | $33,949 |
| 16 | Mary & Harold Zlot Family Foundation | 121 Steuart Street, San Francisco, CA 94105-1236 | CA | 2001-03 | $145,187 |
| 17 | Mary A Crocker Trust Dtd | 364 Bush St, San Francisco, CA 94104-2805 | CA | $2,926,789 | |
| 18 | Mary Aaron Memorial Museum Association Inc | PO BOX 1759, Marysville, CA 95901-0053 | CA | 1985-08 | $130,421 |
| 19 | Mary And John Grant Foundation | 7820 Suncup Way, Carlsbad, CA 92009-6839 | CA | 2004-03 | $114,981 |
| 20 | Mary And Joseph League | 5300 Crest Road, Rancho Palos Verdes, CA 90275 | CA | 1987-02 | $0 |
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