Metz Scholarship Trust in La Jolla, 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
| Metz Scholarship Trust | |
| Employer Identification Number (EIN) | 133271084 |
| Name of Organization | Metz Scholarship Trust |
| In Care of Name | J Gerber & Co |
| Address | 4225 Executive Sq Ste 950, La Jolla, CA 92037-9152 |
| Activities | Scholarships for children of employees |
| Subsection | Charitable Organization |
| Ruling Date | 01/1986 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $107,394 |
| Amount of Income | $230 |
| Form 990 Revenue Amount | $230 |
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 | $230 | $230 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $230 | |||
| 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 | $230 | |||
| Net investment income | $230 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $107,394 | $107,394 |
| 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 | $68,551 | |
| Other | $38,843 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $107,394 | |
| 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 | $5 |
| Total credits and payments | $26 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $26 |
| 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 | $21 |
| Amount to be credited to 2012 estimated tax | $21 |
| 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? | Yes |
| 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 | $108,236 |
| Net value of noncharitable-use assets | $106,620 |
| Minimum investment return | $5,331 |
| Distributable Amount (for 2011) | |
| Distributable amount | $5,326 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $5,326 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $5,326 |
| 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 | Metropolitan Community Resource Center | 50 E Green St Rm 407, Pasadena, CA 91105-2036 | CA | 1996-12 | $495 |
| 2 | Metropolitan Correctional Center San Diego Employees Club | 808 Union St, San Diego, CA 92101-6030 | CA | 1994-06 | $4,257 |
| 3 | Metropolitan Dermatological Society Of Los Angeles Inc | 767 S Sunset Ave Ste 6, West Covina, CA 91790-3546 | CA | 1986-06 | $79,572 |
| 4 | Metropolitan Education District Foundation | 760 Hillsdale Ave Bldg 6, San Jose, CA 95136-1106 | CA | 1998-01 | $70,303 |
| 5 | Metropolitan Educational Theatre Network Inc A Delaware Corp | 20029 Flavian Ave, Torrance, CA 90503-1918 | CA | 1999-02 | $671,520 |
| 6 | Metropolitan Fresh Start House | 1676 Newcomb Ave, San Francisco, CA 94124-2358 | CA | 2005-06 | $274,927 |
| 7 | Metropolitan Horsemans Association | PO BOX 2734, Oakland, CA 94602-0034 | CA | 1981-04 | $15,515 |
| 8 | Metropolitan Theatres Foundation | 8727 W 3rd St Ste 301, Los Angeles, CA 90048-3865 | CA | 1980-10 | $14,435 |
| 9 | Metta Fund | 850 Battery St Ste 200, San Francisco, CA 94111-1514 | CA | 1986-05 | $29,837,034 |
| 10 | Metta Institute | PO BOX 2710, Sausalito, CA 94966-2710 | CA | 2004-06 | $255,512 |
| 11 | Metz Scholarship Trust | 4225 Executive Sq Ste 950, La Jolla, CA 92037-9152 | CA | 1986-01 | $230 |
| 12 | Metzler Fam Foundation | PO BOX 25998, Fresno, CA 93729-5998 | CA | 2000-01 | $1 |
| 13 | Meux Home Corporation | Po Box 70, Fresno, CA 93707-0070 | CA | 1979-09 | $25,823 |
| 14 | Mewes-Vann Family Foundation | 1598 University Ave, San Jose, CA 95126-1641 | CA | 2002-07 | $644 |
| 15 | Mexicali Chinese Baptist | 148 N 21st St, El Centro, CA 92243-3551 | CA | 2014-05 | $0 |
| 16 | Mexican American Bar Association Of Los Angeles County | 714 W Olympic Blvd Ste 450, Los Angeles, CA 90015-1486 | CA | 1983-06 | $220,788 |
| 17 | Mexican American Bar Foundation | PO BOX 862127, Los Angeles, CA 90086-2127 | CA | 1997-09 | $649,639 |
| 18 | Mexican American Catholic Federation Of Lodi | PO BOX 553, Lodi, CA 95241-0553 | CA | 1983-11 | $1,186 |
| 19 | Mexican American Community Club | PO BOX 1500, Selma, CA 93662 | CA | 1974-10 | $0 |
| 20 | Mexican American Community Services Agency Inc | 660 Sinclair Dr, San Jose, CA 95116-3464 | CA | 1966-10 | $9,368,875 |
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