Tustin Santa Ana Rotary Club Foundation in Tustin, 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
| Tustin Santa Ana Rotary Club Foundation | |
| Employer Identification Number (EIN) | 330039458 |
| Name of Organization | Tustin Santa Ana Rotary Club Foundation |
| Address | PO BOX 14, Tustin, CA 92781-0014 |
| Activities | Other inner city or community benefit activities |
| Subsection | Charitable Organization |
| Ruling Date | 09/1984 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2012 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $92,679 |
| Amount of Income | $36,722 |
| Form 990 Revenue Amount | $33,712 |
Non-representatives - add comments:
Revenue 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 | $36,722 | $3,126 | $3,126 | |
| Contributions, gifts, grants, etc., received | $33,596 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,126 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $29,601 | $150 | $150 | $29,522 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $29,601 | $150 | $29,522 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $7,121 | |||
| Net investment income | $2,976 | |||
| Adjusted net income | $2,976 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $92,679 | $92,679 |
| Cash - non-interest-bearing | $7,924 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $84,755 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $92,679 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $60 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $60 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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? | 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 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 | $52,500 |
| Net value of noncharitable-use assets | $51,720 |
| Minimum investment return | $2,586 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,526 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,526 |
| 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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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Turlock Pregnancy Center | 134 Regis St Ste B, Turlock, CA 95382-1130 | CA | 2010-12 | $241,277 |
| 2 | Turlock Youth Soccer Association | PO BOX 701, Turlock, CA 95381-0701 | CA | 1993-06 | $215,183 |
| 3 | Turnagain Arms Community Housing Association | 2815 Camino Del Rio South, San Diego, CA 92108-3815 | CA | 1995-12 | $275,995 |
| 4 | Turnaround Ministries Inc | 17249 Raymer St, Northridge, CA 91325-3445 | CA | 2002-03 | $300 |
| 5 | Turning Point Of Central California Inc | 615 S Atwood St, Visalia, CA 93277-8302 | CA | 1971-04 | $54,804,129 |
| 6 | Tuscan Incorporated | 20 E Baker St, Winters, CA 95694-1713 | CA | 1998-07 | $5,128 |
| 7 | Tuskegee Airmen Scholarship Foundation | PO BOX 83395, Los Angeles, CA 90083-0395 | CA | 2004-11 | $441,519 |
| 8 | Tustin Area Council For The Fine Arts | PO BOX 145, Tustin, CA 92781-0145 | CA | 1993-09 | $209,707 |
| 9 | Tustin Community Foundation | PO BOX 362, Tustin, CA 92781-0362 | CA | 1994-06 | $123,505 |
| 10 | Tustin Girls Softball League Inc | 13681 Newport Ave 8-313, Tustin, CA 92780-4689 | CA | 2003-07 | $134,781 |
| 11 | Tustin Santa Ana Rotary Club Foundation | PO BOX 14, Tustin, CA 92781-0014 | CA | 1984-09 | $36,722 |
| 12 | Tustin Soccer Club Inc | 10193 Overhill Dr, Santa Ana, CA 92705-1515 | CA | 2001-04 | $382,102 |
| 13 | Tustins Friendship Association For Leprosy Inc | PO BOX 1408, Tustin, CA 92781-1408 | CA | 2001-05 | $1,249,666 |
| 14 | Twain Harte Chamber Of Commerce | PO BOX 404, Twain Harte, CA 95383-0404 | CA | 1999-11 | $61,734 |
| 15 | Twenty Eighth Church Of Christ Scientist, La Calif Endowment Trust | 1018 Hilgard Ave, Los Angeles, CA 90024-3005 | CA | 1978-08 | $1,311,604 |
| 16 | Twilight Haven | 1717 S Winery Ave, Fresno, CA 93727-5011 | CA | 1962-11 | $5,733,608 |
| 17 | Twin Cities Judo Club | PO BOX 2445, Marysville, CA 95901-0088 | CA | 1994-04 | $2,396 |
| 18 | Twin Cities Rescue Mission Inc | PO BOX 748, Marysville, CA 95901-0020 | CA | 1964-02 | $102,038 |
| 19 | Twin Valley Aquatics Inc | 1054 Rancho Lindo Dr, Petaluma, CA 94952-4884 | CA | 1996-02 | $46,897 |
| 20 | Tzong-Wenn Memorial Foundation | 19422 De Havilland Dr, Saratoga, CA 95070-4013 | CA | 2006-05 | $12,000 |



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