The Anglo-California Foundation in San Francisco, 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
| The Anglo-California Foundation | |
| Employer Identification Number (EIN) | 943092198 |
| Name of Organization | The Anglo-California Foundation |
| In Care of Name | Charles Stephenson |
| Address | 235 Montgomery St Ste 1035, San Francisco, CA 94104-3008 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1989 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $213,245 |
| Amount of Income | $1,232,763 |
| Form 990 Revenue Amount | $33,823 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| 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 | $260,586 | $260,586 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $35,703 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $224,883 | |||
| Total expenses and disbursements | $1,242,560 | $986 | $0 | $1,240,775 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,560 | $986 | $775 | |
| Contributions, gifts, grants paid | $1,240,000 | |||
| Excess of revenue over expenses and disbursements | $-981,974 | |||
| Net investment income | $259,600 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $213,245 | $213,245 |
| Cash - non-interest-bearing | $4,539 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $208,706 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $213,245 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $224,883 |
| 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 | $2,596 |
| Total credits and payments | $2,662 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,662 |
| 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 |
| Tax due | $0 |
| Overpayment | $66 |
| Amount to be credited to 2013 estimated tax | $66 |
| 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? | Yes |
| 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 | $1,368,857 |
| Net value of noncharitable-use assets | $1,348,320 |
| Minimum investment return | $67,416 |
| Distributable Amount (for 2012) | |
| Distributable amount | $64,820 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $64,820 |
| 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 | The Aja Project | 4089 Fairmount Ave, San Diego, CA 92105-1607 | CA | 2001-07 | $285,897 |
| 2 | The Albert And Rina Brocchini Family Foundation | 27011 S Austin Rd, Ripoin, CA 95366-9625 | CA | 2004-12 | $505,344 |
| 3 | The Alexandria Archive Institute | 724 Peralta Ave, Berkeley, CA 94707-1842 | CA | 2002-01 | $171,725 |
| 4 | The Allyson K Dias Foundation | 280 Miller Creek Rd, San Rafael, CA 94903-1664 | CA | 2006-09 | $4,398 |
| 5 | The Alon Family Foundation | 27673 Lupine Rd, Los Altos, CA 94022-2468 | CA | 1996-04 | $1,114,571 |
| 6 | The Alsam Foundation C/O Ira L Mishkind Esquire | 7404 Woodrow Wilson Dr, Los Angeles, CA 90046-1323 | CA | 1987-06 | $67,675 |
| 7 | The Alyssa Araiza Wings Of Angels Organization | 6907 Weeks Rd, Redding, CA 96002-9698 | CA | 2002-12 | $106,696 |
| 8 | The American Civil War Society | 21910 Germain St, Chatsworth, CA 91311-2109 | CA | 2003-05 | $37,691 |
| 9 | The Angela Scorsonelli Humanitarian Relief Foundation | 522 Flood Ave, San Francisco, CA 94112-1337 | CA | 2001-11 | $14,000 |
| 10 | The Angels Foster Family Agency | 4420 Hotel Circle Ct Ste 100, San Diego, CA 92108-3493 | CA | 1999-02 | $1,362,476 |
| 11 | The Anglo-California Foundation | 235 Montgomery St Ste 1035, San Francisco, CA 94104-3008 | CA | 1989-08 | $1,232,763 |
| 12 | The Apple Valley Community Resource Foundation | 14995 Dale Evans Parkway, Apple Valley, CA 92307 | CA | 2002-04 | $150,631 |
| 13 | The Aram And Margie Keith Family Foundation | 420 Monarch Bay Dr, Monarch Beach, CA 92629-3405 | CA | 2006-09 | $77,459 |
| 14 | The Arc Foundation Of Ventura County Inc | 1688 Morse Ave, Ventura, CA 93003-5116 | CA | 1990-02 | $6,116,688 |
| 15 | The Arc Of Alameda County | 14700 Doolittle Dr, San Leandro, CA 94577-6619 | CA | 1970-07 | $4,762,410 |
| 16 | The Arc Of Ventura County Inc | 5103 Walker St, Ventura, CA 93003-7358 | CA | 2000-06 | $11,811,474 |
| 17 | The Arc-Solano | 3272 Sonoma Blvd Ste 4, Vallejo, CA 94590-2918 | CA | 1975-03 | $752,185 |
| 18 | The Arnold & Barbara Silverman Family Foundation | 98 Isabella Ave, Atherton, CA 94027-4061 | CA | 1999-11 | $412,740 |
| 19 | The Arnold And Margy Newman Foundation | 5900 Wilshire Blvd Ste 2300, Los Angeles, CA 90036-5050 | CA | 1987-09 | $3,484 |
| 20 | The Arthur & Patricia Price Foundation | 16000 Ventura Blvd Ste 900, Encino, CA 91436-2760 | CA | 1991-08 | $1,011,110 |
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