The John And Gwendolyl Burgee Foundation Inc in Montecito, 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 John And Gwendolyl Burgee Foundation Inc | |
| Employer Identification Number (EIN) | 133280697 |
| Name of Organization | The John And Gwendolyl Burgee Foundation Inc |
| Address | 639 Hot Springs Rd, Montecito, CA 93108-2030 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1986 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 11/2011 |
| Assets | $1 to $9,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $5,001 |
| Amount of Income | $97,176 |
| Form 990 Revenue Amount | $16,962 |
Non-representatives - add comments:
Revenue for 2011
Expenses 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 | $16,962 | $16,962 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $6,278 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $10,682 | |||
| Total expenses and disbursements | $86,449 | $49 | $0 | $84,483 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,966 | $49 | $0 | |
| Contributions, gifts, grants paid | $84,483 | |||
| Excess of revenue over expenses and disbursements | $-69,487 | |||
| Net investment income | $16,913 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $5,001 | $5,001 |
| 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 | $0 | |
| Other | $5,001 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $5,001 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $10,682 |
| 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 | $169 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $169 |
| 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? | 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 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? | 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 | $87,597 |
| Net value of noncharitable-use assets | $86,280 |
| Minimum investment return | $4,314 |
| Distributable Amount (for 2011) | |
| Distributable amount | $4,145 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $4,145 |
| 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 | $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 El Segundo Educational Foundation | 641 Sheldon St, El Segundo, CA 90245-3036 | CA | 1984-02 | $1,701,559 |
| 2 | Off The Mat Into The World | 436 14th St Ste 500, Oakland, CA 94612-2708 | CA | 2007-08 | $780,196 |
| 3 | The Ephraim Mateen Salaam Foundation Inc | PO BOX 579, West Sacramento, CA 95691 | CA | 2003-10 | $0 |
| 4 | The Film History Foundation | 43300 Little River Airport Rd 30, Little River, CA 95456 | CA | 1994-09 | $0 |
| 5 | The Happiness Project Inc | 16692 Burke Ln, Huntingtn Bch, CA 92647-4536 | CA | 2007-07 | $12,760 |
| 6 | The Healing Waters Foundation | 5776-D Lindero Cyn Rd Ste 446, Westlake Village, CA 91362-4088 | CA | 2007-07 | $0 |
| 7 | The Heising-Simons Foundation | 400 Main Street Suite 200, Los Altos, CA 94022-2807 | CA | 2007-12 | $101,997,474 |
| 8 | The Indus Entrepreneurs San Diego | PO BOX 2994, La Jolla, CA 92038-2994 | CA | 2002-12 | $81,019 |
| 9 | The Jaclyn & Sydney Rosenberg Foundation | 578 Washington Blvd 822, Marina Del Ray, CA 90292-5442 | CA | 1950-06 | $243,798 |
| 10 | The Joey Meyers Memorial Fund | 12426 Bayhill Court, Garden Grove, CA 92843 | CA | 2008-03 | $30,530 |
| 11 | The John And Gwendolyl Burgee Foundation Inc | 639 Hot Springs Rd, Montecito, CA 93108-2030 | CA | 1986-03 | $97,176 |
| 12 | The Link To Children | 5236 Claremont Ave 2nd Floor, Oakland, CA 94618-1033 | CA | 1974-01 | $295,531 |
| 13 | The Marin School Inc | 150 N San Pedro Rd, San Rafael, CA 94903-4256 | CA | 1999-07 | $2,498,467 |
| 14 | The Mccoye Foundation | 22526 Pacific Coast Highway, Malibu, CA 90265 | CA | 1990-04 | $0 |
| 15 | The Mentoring Center | 672 13th St Ste 200, Oakland, CA 94612-1240 | CA | 1993-07 | $448,769 |
| 16 | The Murray And Ruth Gribin Foundation | 132 S Rodeo Dr Ste 301, Beverly Hills, CA 90212-2406 | CA | 2000-01 | $115,420 |
| 17 | The Native Land Foundation Inc | 2425 Mission Street No 1, San Marino, CA 91108 | CA | 1984-11 | $0 |
| 18 | The Neuromuscular Disease Foundation | 269 S Beverly Dr Ste 1206, Beverly Hills, CA 90212-3851 | CA | 2007-01 | $713,168 |
| 19 | The Ninth Judicial Circuit | 125 S Grand Avenue, Pasadena, CA 91105-1643 | CA | 1986-01 | $259,537 |
| 20 | The No Strings Foundation | 5710 Trancas Canyon Rd, Malibu, CA 90265-3153 | CA | 2005-05 | $77 |
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