Mckinley Educational Foundation in Milpitas, California (CA)

Organization representatives - add corrected or new information about Mckinley Educational Foundation »

Non-representatives - add comments about Mckinley Educational Foundation»

Mckinley Educational Foundation
Employer Identification Number (EIN)770520401
Name of OrganizationMckinley Educational Foundation
Address1330 Tularcitos Dr, Milpitas, CA 95035-7614
SubsectionCharitable Organization
Ruling Date12/2001
DeductibilityContributions are deductible
FoundationPrivate operating foundation (other)
Exempt Organization StatusUnconditional Exemption
Tax Period12/2011
Assets$500,000 to $999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$646,511
Amount of Income$226,906
Form 990 Revenue Amount$50,306
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Operating Foundations

Non-representatives - add comments:


Your IP address will be logged.

Amount of income in 2011: $226,906 (it was $279,567 in 2010)
This organization: 

Other organizations performing similar types of work: 


Assets in 2011: $646,511 (it was $637,329 in 2010)
This organization: 

Other organizations performing similar types of work: 


Expenses in 2011: $41,950
This organization: 

Other organizations performing similar types of work: 


Income to expenses ratio in 2011: 5.4
This organization: 

Other organizations performing similar types of work: 


Grants share in income in 2011: 0.0%
Mckinley Educational Foundation: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$50,306$50,398$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$5
Dividends and interest from securities$16,588
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$41,950$3,712$0$36,426
Compensation of officers, directors, trustees, etc.$5,700
Total operating and administrative expenses$41,950$3,712$36,426
Contributions, gifts, grants paid$0
Excess of revenue over expenses and disbursements$8,356
Net investment income$46,686
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$646,511$750,321
Cash - non-interest-bearing$28,052
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Total liabilities$0
Total liabilities and net assets/fund balances$646,511
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$33,713
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$467
Total credits and payments$1,145
2011 estimated tax payments and 2010 overpayment credited to 2011$1,145
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
Amount to be credited to 2012 estimated tax$468
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$763,279
Net value of noncharitable-use assets$751,840
Minimum investment return$37,592
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)
The lesser of the adjusted net income or the minimum investment return$37,592$0$0$0$37,592
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
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)$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
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated


Your Review

Would you recommend Mckinley Educational Foundation to others? (optional)
Add photo of Mckinley Educational Foundation (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Carolands Foundation565 Remillard Dr, Hillsborough, CA 94010-6739CA2013-07$131,910,484
2The Draper Richards Foundation1600 El Camino Real Ste 155, Menlo Park, CA 94025-4120CA2002-07$18,796,693
3Maurice And Paul Marciano Art Foundation144 S Beverly Dr, Beverly Hills, CA 90212-3033CA2012-12$15,660,329
4Brystal Foundation2210 Winding Hills Ct, San Jose, CA 95138-2456CA2011-08$13,223,650
5The Gordon R And Mary M Howard Family FoundationPO BOX 2670, Toluca Lake, CA 91610-0670CA2000-05$3,818,287
6Djek Inc777 Arnorld Dr, Martinez, CA 94553-3633CA2014-06$2,089,400
7Whittier Educational Foundation3060 El Cerrito Plaza 145, El Cerrito, CA 94530-4011CA2001-03$1,890,441
8Tomkat Ranch Educational FoundationPO BOX 726, Pescadero, CA 94060-0726CA2009-01$1,368,676
9Sam Simon Foundation - Feeding Families, Sam Simon Ttee11444 W Olympic Blvd Fl 11, Los Angeles, CA 90064-1500CA2012-01$1,125,053
10Shared Presence Foundation18592 Main St, Huntingtn Bch, CA 92648-1701CA2012-02$1,000,364
11Elwyn And Jennifer Berlekamp Foundation5665 College Ave Ste 330, Oakland, CA 94618-1625CA2014-08$865,990
12Slate Family Foundation4950 Murphy Canyon Road, San Diego, CA 92123-4900CA2006-05$799,090
13The@whitney Foundation Inc323 W Cromwell Ave, Fresno, CA 93711-5844CA2001-04$791,124
14James E Aldredge Foundation5588 N El Adobe Dr, Fresno, CA 93711-2373CA2007-01$720,880
15Art & Practice4346 Degnan Blvd, Los Angeles, CA 90008-4909CA2014-03$642,793
16The Flwor Foundation40087 Mission Blvd No 163, Fremont, CA 94539-3680CA2007-12$600,806
17Wadhwani Operating Foundation50 California St Ste 3550, San Francisco, CA 94111-4717CA2013-12$572,199
18Photophilanthropy333 Valencia Street, San Francisco, CA 94103-3547CA2011-01$570,177
19Napa Tree Foundation381 Carolina Ln, Palo Alto, CA 94306-4122CA2011-03$517,373
20Azaya Ranch Sanctuary759 Hicks Valley Rd, Petaluma, CA 94952-9486CA2009-07$470,690
Number of organizations performing similar types of work
District of Columbia9
North Carolina24
New Hampshire7
New Jersey23
New Mexico9
New York122
Rhode Island8
South Carolina15
South Dakota6
Total1,344 is not associated with, endorsed by, or sponsored by Mckinley Educational Foundation and has no official or unofficial affiliation with Mckinley Educational Foundation