Tri-Valley Morning Star Foundation in San Ramon, California (CA)

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Tri-Valley Morning Star Foundation
Employer Identification Number (EIN)463026936
Name of OrganizationTri-Valley Morning Star Foundation
In Care of NameBin Xiao
Address5517 London Way, San Ramon, CA 94582-3089
SubsectionCharitable Organization
Ruling Date09/2013
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period04/2014
Assets$25,000 to $99,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$47,095
Amount of Income$75,540
Form 990 Revenue Amount$75,540
National Taxonomy of Exempt Entities (NTEE)Human Services - Multipurpose and Other: Gift Distribution


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Amount of income in 2014: $75,540
Tri-Valley Morning Star Foundation: 

 $75,540
Other organizations performing similar types of work: 

 $45,310

Assets in 2014: $47,095
This organization: 

 $47,095
Other organizations performing similar types of work: 

 $21,083

Expenses in 2014: $42,775
This organization: 

 $42,775
Other organizations performing similar types of work: 

 $36,038

Income to expenses ratio in 2014: 1.8
Tri-Valley Morning Star Foundation: 

 1.8
Other organizations performing similar types of work: 

 1.0

Grants share in income in 2014: 99.3%
This organization: 

 99.3%
Other organizations performing similar types of work: 

 17.4%

Financial snapshot for 2014 ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

Analysis of Revenue and Expenses (for 2014)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$75,540$540$0
Contributions, gifts, grants, etc., received$75,000
Interest on savings and temporary cash investments$0
Dividends and interest from securities$540
Gross rents$0
Gross sales price for all assets$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$42,775$0$0$42,775
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$0
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$17,806
Printing and publications$0
Total operating and administrative expenses$36,418$0$36,418
Contributions, gifts, grants paid$6,357
Excess of revenue over expenses and disbursements$32,765
Net investment income$540
Adjusted net income$0
Balance Sheets
2014
Book ValueFair Market Value
Total assets$47,095$48,176
Cash - non-interest-bearing$10,514
Investments-U.S. and state government obligations$0
Investments-corporate stock$34,981
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other assets$0
Total liabilities$14,330
Mortgages and other notes payable$0
Other liabilities$0
Total liabilities and net assets/fund balances$32,765
Capital Gains and Losses for Tax on Investment Income
2014
Capital gain net income$0
Net capital loss$0
Excise Tax Based on Investment Income
2014
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$11
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$11
Overpayment$0
Amount to be credited to next year's estimated tax$0
Statements Regarding Activities
2014
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
Has the foundation engaged in any activities that have not previously been reported to the IRS?No
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?No
Has the foundation filed a tax return on Form 990-T for this year?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?Yes
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?No
Did any persons become substantial contributors during the tax year?Yes
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041No
Statements Regarding Activities for Which Form 4720 May Be Required
2014
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?Yes
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
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?No
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?No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?No
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?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 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?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
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?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
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?No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?No
Minimum Investment Return
2014
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$31,679
Net value of noncharitable-use assets$31,204
Minimum investment return$1,560
Distributable Amount
2014
Distributable amount$1,549
Undistributed Income
2014
Distributable amount for this year$1,549
Undistributed income for this year. This amount must be distributed in the next year$0
Private Operating Foundations (for 2011 - 2014)
2014201320122011Total
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 2014)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2014)
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$540$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
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
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1The Good Tidings Foundation1469 Rollins Rd, Burlingame, CA 94010-2316CA1995-04$3,404,661
2Operation Care And Comfort2392 Walden Square, San Jose, CA 95124CA2010-12$3,056,519
3Carolands Preservation FoundationOne Franklin Pkwy Bldg 920 4th Fl, San Mateo, CA 94403-1906CA2010-07$2,144,091
4Andrew Kramer Foundation18277 Pasadena St Ste 108, Lake Elsinore, CA 92530-2791CA2013-06$300,000
5Christmas Cheer All-Year Program11149 Highview Dr, Alta Loma, CA 91737-7748CA2011-05$150,919
6A Bridge For Kids4445 Eastgate Mall Ste 200, San Diego, CA 92121-1979CA2012-08$130,104
7Whitney Young Childrens Foundation2741 Via La Selva, Pls Vrds Est, CA 90274-1021CA2007-08$122,992
8Richmond El Cerrito Fire And Police Holiday Program3060 El Cerrito Plz 360, El Cerrito, CA 94530-4011CA2009-08$115,752
9Military Childrens Charity1575 E 17th St, Santa Ana, CA 92705-8506CA2010-07$94,326
10Tommy Apostolos FundPO BOX 291, Roseville, CA 95661-0291CA2005-06$84,111
11Dig Deep117 Greenwich St, San Francisco, CA 94111-1105CA2011-09$78,430
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18Buena Vista Butterfly Foundation143 Triunfo Canyon Road, Westlake Village, CA 91361-2514CA2012-04$22,418
19Jose Montano Foundation1835 Cabrena St, San Diego, CA 92154-4212CA2013-08$20,550
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Number of organizations performing similar types of work
Alaska1
Alabama26
Arkansas14
Arizona42
California206
Colorado41
Connecticut11
District of Columbia8
Delaware9
Florida137
Georgia57
Hawaii5
Iowa19
Idaho12
Illinois62
Indiana39
Kansas14
Kentucky27
Louisiana21
Massachusetts45
Maryland30
Maine12
Michigan58
Minnesota33
Missouri52
Mississippi12
Montana7
North Carolina54
North Dakota4
Nebraska3
New Hampshire12
New Jersey51
New Mexico9
Nevada21
New York106
Ohio80
Oklahoma23
Oregon25
Pennsylvania56
Rhode Island5
South Carolina25
South Dakota1
Tennessee38
Texas163
Utah19
Virginia53
Vermont6
Washington44
Wisconsin36
West Virginia13
Wyoming5
International1
Total1,853

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