Nagelhout Fam Foundation Charitable Tr 123096, Nagelhout Robert V Ttee in Rolling Hills, California (CA)

Organization representatives - add corrected or new information about Nagelhout Fam Foundation Charitable Tr 123096, Nagelhout Robert V Ttee »

Non-representatives - add comments about Nagelhout Fam Foundation Charitable Tr 123096, Nagelhout Robert V Ttee»

Nagelhout Fam Foundation Charitable Tr 123096, Nagelhout Robert V Ttee
Employer Identification Number (EIN)957019641
Name of OrganizationNagelhout Fam Foundation Charitable Tr 123096
Secondary NameNagelhout Robert V Ttee
Address16 Crest Rd W, Rolling Hills, CA 90274-5058
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date06/1997
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$100,000 to $499,999
Income$1 to $9,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$153,145
Amount of Income$6,586
Form 990 Revenue Amount$6,844
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


Non-representatives - add comments:


CAPTCHA

Your IP address 3.91.8.23 will be logged.

Amount of income in 2013: $6,586 (it was $41,938 in 2012)
Nagelhout Fam Foundation Charitable Tr 123096, Nagelhout Robert V Ttee: 

 $6,586
Other organizations performing similar types of work: 

 $120,021

Assets in 2013: $153,145 (it was $202,440 in 2012)
This organization: 

 $153,145
Other organizations performing similar types of work: 

 $470,342

Expenses in 2013: $55,881
This organization: 

 $55,881
Other organizations performing similar types of work: 

 $61,754

Income to expenses ratio in 2013: 0.1
This organization: 

 0.1
Other organizations performing similar types of work: 

 2.0

Grants share in income in 2013: 19.8%
This organization: 

 19.8%
Other organizations performing similar types of work: 

 0.0%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$6,586$5,282$0
Contributions, gifts, grants, etc., received$1,304
Interest on savings and temporary cash investments$0
Dividends and interest from securities$5,282
Gross rents$0
Gross sales price for all assets$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$55,881$706$0$55,120
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$1,250
Interest$163
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$1,467$706$706
Contributions, gifts, grants paid$54,414
Excess of revenue over expenses and disbursements$-49,295
Net investment income$4,576
Adjusted net income$0
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$225,476$235,976$202,440$238,084$153,145$255,585
Cash - non-interest-bearing$2,733$11,153$-38,131
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$220,420$188,794$188,794
Investments-corporate bonds$0$0$0
Investments-mortgage loans$0$0$0
Investments-other$0$0$0
Other assets$2,493$2,482
Total liabilities$0$0$0
Total liabilities and net assets/fund balances$225,476$202,440$153,145
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$1,823$3,954$0
Net capital loss$0$0$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$44$44$46
Total credits and payments$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$44$46
Overpayment$0$0
Amount to be credited to next year's estimated tax$0$0$0
Statements Regarding Activities
201120122013
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?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
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)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$258,718$242,110$247,023
Net value of noncharitable-use assets$238,478$243,318
Minimum investment return$12,742$11,924$12,166
Distributable Amount
201120122013
Distributable amount$12,698$11,880$12,120
Undistributed Income
201120122013
Distributable amount for this year$12,698$11,880$12,120
Undistributed income for this year. This amount must be distributed in the next year$0$0$0
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
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
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$5,282$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Nagelhout Fam Foundation Charitable Tr 123096, Nagelhout Robert V Ttee to others? (optional)
  
Add photo of Nagelhout Fam Foundation Charitable Tr 123096, Nagelhout Robert V Ttee (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»
Recently Added Reviews
Ackright Premier Sports Inc in San Dimas, CA
*****
Trust Funds Inc in San Francisco, CA
*****
Foothill High School Super Boosters Club in Santa Ana, CA
Hoi Bac Ai Phanxico Franciscan Charity Inc in San Francisco, CA
****
Cuddlybear Thrift Store Inc in Fortuna, CA
****
Apostle Paul Ministries in Hayward, CA
****•
Adat Ari El in N Hollywood, CA
*****
Iglesia De Jesucristo Palabra-Miel in El Cajon, CA
Nze Foundation in Vista, CA
****
Sgi-Usa Endowment in Santa Monica, CA
*
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Stover Foundation 09-19-961375 Grand Ave, Piedmont, CA 94610-1075CA1997-09$6,779,984
2Tulley And Elise Friedman Fund65 Raycliff Ter, San Francisco, CA 94115-1108CA1997-08$3,477,678
3The@christine Zecca Foundation C/O Christine Zecca5 Marion Ave, Sausalito, CA 94965-2521CA1997-12$3,270,597
4Samueli Foundation2101 E Pch 300, Corona Del Mar, CA 92625CA1997-06$2,568,360
5Wm Knight Russell Family Foundation8 Canyon Fairway Dr, Newport Beach, CA 92660-5916CA1996-10$1,892,999
6V O Smith Family Foundation2308 Tree Creek Pl, Danville, CA 94506-2064CA1998-11$1,340,044
7Steven Gordon Family Foundation9990 Santa Monica Blvd, Beverly Hills, CA 90212-1607CA1997-12$1,297,001
8Strauss Family Foundation7887 Revelle Dr, La Jolla, CA 92037-3539CA1998-03$1,064,705
9The Irma Penniman Kahn Conservation Education Foundation Inc, Kahn Irma P TteePO BOX 1899, Modesto, CA 95353-1899CA1998-04$1,049,030
10Stephen Harold Schimmel Foundation8 Archipelago Dr, Newport Coast, CA 92657-2106CA1995-09$836,827
11Sanders Family Foundation10100 Sunbrook Dr, Beverly Hills, CA 90210-2032CA1997-06$668,282
12The@bradford & Lauren Koenig FoundationC/O Seiler Llp, Redwood City, CA 94065CA1998-05$634,668
13Solomon R & Rebecca D Baker Foundation Inc614 N Alpine Dr, Beverly Hills, CA 90210-3304CA1997-02$633,226
14The Steven And Lottie Walker Family Foundation6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960CA1987-05$536,523
15Sinder Family Foundation6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960CA1987-08$319,311
16Ruth & Sonny Singer Foundation6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960CA1992-05$272,445
17The Golden Charitable Foundation Trust, Krider Richard Co Ttee100 Clock Tower Pl Ste 120, Carmel, CA 93923-8771CA1998-03$270,093
18Urbanek Family Foundation180 Harbor Dr Ste 205, Sausalito, CA 94965-2842CA1997-05$259,803
19Suzie S Thorn Family Foundation1242 Market St Fl 5, San Francisco, CA 94102-4814CA1997-05$247,952
20Shirley And Burt Harris Family Foundation6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960CA1990-10$238,463
Number of organizations performing similar types of work
Alabama57
Arkansas13
Arizona25
California194
Colorado52
Connecticut33
District of Columbia19
Delaware17
Florida265
Georgia95
Hawaii12
Iowa17
Idaho7
Illinois126
Indiana58
Kansas19
Kentucky18
Louisiana33
Massachusetts75
Maryland77
Maine8
Michigan100
Minnesota45
Missouri17
Mississippi18
Montana7
North Carolina122
North Dakota2
Nebraska18
New Hampshire11
New Jersey112
New Mexico4
Nevada17
New York230
Ohio138
Oklahoma29
Oregon20
Pennsylvania166
Rhode Island22
South Carolina27
South Dakota2
Tennessee51
Texas160
Utah24
Virginia74
Vermont8
Washington23
Wisconsin52
West Virginia16
Wyoming7
International2
Total2,744

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Nagelhout Fam Foundation Charitable Tr 123096, Nagelhout Robert V Ttee and has no official or unofficial affiliation with Nagelhout Fam Foundation Charitable Tr 123096, Nagelhout Robert V Ttee