Robertson Education Empowerment Foundation in San Diego, 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
- Organizations performing similar types of work
| Robertson Education Empowerment Foundation | |
| Employer Identification Number (EIN) | 912167184 |
| Name of Organization | Robertson Education Empowerment Foundation |
| In Care of Name | Tina M Donaldson |
| Address | 5960 Cornerstone Ct W Ste 100, San Diego, CA 92121-3780 |
| Subsection | Charitable Organization |
| Ruling Date | 08/2002 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2010 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $173,299 |
| Amount of Income | $13,746 |
| Form 990 Revenue Amount | $661 |
| National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards |
Non-representatives - add comments:
Amount of income in 2010: $13,746 (it was $661 in 2011)
| This organization: | $13,746 |
| Other organizations performing similar types of work: | $299,534 |
Assets in 2010: $173,299 (it was $169,252 in 2011)
| This organization: | $173,299 |
| Other organizations performing similar types of work: | $1,135,383 |
Expenses in 2011: $4,708
| This organization: | $4,708 |
| Other organizations performing similar types of work: | $135,405 |
Income to expenses ratio in 2011: 2.9
| Robertson Education Empowerment Foundation: | 2.9 |
| Other organizations performing similar types of work: | 1.8 |
Grants share in income in 2011: 0.0%
| Robertson Education Empowerment Foundation: | 0.0% |
| Other organizations performing similar types of work: | 74.1% |
Revenue 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 | $661 | $136 | $661 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $3 | |||
| Dividends and interest from securities | $133 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $525 | |||
| Total expenses and disbursements | $4,708 | $399 | $4,114 | $390 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $4,708 | $399 | $390 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-4,047 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $169,252 | $169,728 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $14,155 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $155,097 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $169,252 | |
| 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 | $0 |
| Total credits and payments | $106 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $106 |
| 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 | $106 |
| Amount to be credited to 2012 estimated tax | $0 |
| 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 | $21,891 |
| Net value of noncharitable-use assets | $21,560 |
| Minimum investment return | $1,078 |
| 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) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $1 | $380 | $0 | $0 | $380 |
| Qualifying distributions made directly for active conduct of exempt activities | $390 | $10 | $150,569 | $170,090 | $321,059 |
| 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 | $719 | $879 | $3,237 | $13,811 | $18,646 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | W W Wannamaker Citadel Star Of The West Ma | PO BOX 2904, Wilson, NC 27894-2904 | NC | 1953-02 | $2,852,405 |
| 2 | Spanish American Institute | PO BOX 92943, Long Beach, CA 90809-2943 | CA | 1926-09 | $207,483 |
| 3 | American Association Of Univeristy Women | 20297 Thelma Ave, Saratoga, CA 95070 | CA | 2010-03 | $0 |
| 4 | American Association Of University Women | 461 Castlegate Lane, Brea, CA 92821 | CA | 2010-03 | $0 |
| 5 | American Association Of University Women | 14691 Sandar Rd, Pine Grove, CA 95665 | CA | 2010-03 | $0 |
| 6 | American Association Of University Women | Po Box 793, Big Bear Lake, CA 92315 | CA | 2010-03 | $0 |
| 7 | American Association Of University Women | Po Box 1136, Manhattan Beach, CA 90267 | CA | 2010-03 | $0 |
| 8 | American Association Of University Women | 5619a Sultana Ave, Temple City, CA 91780 | CA | 2010-03 | $0 |
| 9 | American Association Of University Women | Po Box 179, Madera, CA 93639 | CA | 2010-03 | $0 |
| 10 | American Association Of University Women | 921 Victoria Drive, Arcadia, CA 91007-6235 | CA | 2010-03 | $0 |
| 11 | American Association Of University Women | 2343 Alva Ave, El Cerrito, CA 94530 | CA | 2010-03 | $0 |
| 12 | American Association Of University Women | 2724 Cumberland Pl, Davis, CA 95616 | CA | 2010-03 | $0 |
| 13 | American Association Of University Women | 1560 West St, Concord, CA 94521 | CA | 2010-03 | $0 |
| 14 | American Association Of University Women | 5650 Lewis Way, Concord, CA 94521 | CA | 2010-03 | $0 |
| 15 | American Association Of University Women | 18381 Santiago Blvd, Villa Park, CA 92861-2752 | CA | 2010-03 | $0 |
| 16 | American Association Of University Women | 1046 Sarah Ave, Chico, CA 95926 | CA | 2010-03 | $0 |
| 17 | American Association Of University Women | 4939 Ponderosa Way, Midpines, CA 95345 | CA | 2010-03 | $0 |
| 18 | American Association Of University Women | 950 University Ave, Los Altos, CA 94024 | CA | 2010-03 | $0 |
| 19 | American Association Of University Women | 886 Ronda Sevilla Unit C, Laguna Woods, CA 92637 | CA | 2010-03 | $0 |
| 20 | American Association Of University Women | 1459 Everview Rd, San Diego, CA 92110 | CA | 2010-03 | $0 |
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| Total | 469 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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