Underwood Family Charitable Foundation in Long Beach, California (CA)

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Underwood Family Charitable Foundation
Employer Identification Number (EIN)770456013
Name of OrganizationUnderwood Family Charitable Foundation
In Care of NameWilliam Underwood
Address103 Ravenna Dr Unit 21, Long Beach, CA 90803-4035
ActivitiesOther youth organization or activities
SubsectionCharitable Organization
Ruling Date05/1998
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$100,000 to $499,999
Income$1 to $9,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$158,677
Amount of Income$7,749
Form 990 Revenue Amount$5,754
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2013: $7,749 (it was $7,666 in 2012)
This organization: 

 $7,749
Other organizations performing similar types of work: 

 $120,160

Assets in 2013: $158,677 (it was $157,910 in 2012)
Underwood Family Charitable Foundation: 

 $158,677
Other organizations performing similar types of work: 

 $450,518

Expenses in 2012: $8,025
This organization: 

 $8,025
Other organizations performing similar types of work: 

 $61,287

Income to expenses ratio in 2012: 1.0
Underwood Family Charitable Foundation: 

 1.0
Other organizations performing similar types of work: 

 7.3

Grants share in income in 2012: 16.3%
Underwood Family Charitable Foundation: 

 16.3%
Other organizations performing similar types of work: 

 8.9%

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$7,666$6,416$0
Contributions, gifts, grants, etc., received$1,250
Interest on savings and temporary cash investments$0
Dividends and interest from securities$6,416
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$8,025$150$0$6,475
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$1,550$150$0
Contributions, gifts, grants paid$6,475
Excess of revenue over expenses and disbursements$-359
Net investment income$6,266
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$157,910$269,609
Cash - non-interest-bearing$1
Investments-U.S. and state government obligations$0
Investments-corporate stock$154,875
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$3,034
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$157,910
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$125
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$125
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$20,887
Net value of noncharitable-use assets$20,580
Minimum investment return$1,029
Distributable Amount (for 2012)
Distributable amount$904
Undistributed Income (for 2012)
Distributable amount for 2012$904
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
2012201120102009Total
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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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1The Kimball Foundation1660 Bush St, San Francisco, CA 94109-5308CA1998-01$30,232,965
2Stephen C & Patricia A Schott Foundation404 Saratoga Avenue, Santa Clara, CA 95050-7000CA1995-01$18,915,635
3Vadasz Family FoundationPO BOX 1347, Sonoma, CA 95476-1347CA1997-12$15,472,391
4Sunshine On You Foundation9440 Santa Monica Blvd, Beverly Hills, CA 90210-4610CA1998-01$7,674,792
5Rudi Schulte Family FoundationPO BOX 60921, Santa Barbara, CA 93160-0921CA1997-06$4,884,246
6The Sabin Childrens Foundation17140 Bernardo Center Drive, San Diego, CA 92128-2093CA1995-06$4,786,229
7Sand Hill Foundation3000 San Hill, Menlo Park, CA 94025-7113CA1995-04$4,398,637
8Thornton S Glide Jr And Katrina D Glide Foundation28120 Pierce Ranch Rd, Davis, CA 95616-9447CA1997-10$4,362,679
9The@harry And Diane Rinker Foundation949 S Coast Plaza Ste 500, Newport Beach, CA 92658CA1993-04$3,893,660
10Truman Capote Charitable Tr 010193, Truman Capote Literary Trust9200 W Sunset Blvd Ph 22, Los Angeles, CA 90069-3601CA1995-04$3,380,616
11Rudolph J & Daphne A Munzer Foundation3450 E Spring St Ste 218, Long Beach, CA 90806-2463CA1996-01$3,361,104
12Rudd Family Foundation 091297, Rudd Andrew T Et Al Ttee2175 North California Blvd, Walnut Creek, CA 94596-3579CA1997-12$2,649,496
13Tilley Family Foundation15821 Ventura Blvd Ste 490, Encino, CA 91436-4778CA1998-01$2,585,020
14Van Konynenburg Foundation13681 W Sunset Blvd, Pacific Plsds, CA 90272-4019CA1994-12$2,400,268
15Steinmetz Foundation3424 W Carson St Ste 600, Torrance, CA 90503-5725CA1998-04$2,122,167
16Shapell-Guerin Foundation Inc8383 Wilshire Blvd Ste 724, Beverly Hills, CA 90211-2406CA1997-05$2,118,494
17Small Change Foundation19 Sutter St, San Francisco, CA 94104-4901CA1998-03$1,975,184
18Silver Lining Foundation18 Crow Canyon Ct Ste 250, San Ramon, CA 94583-1786CA1998-02$1,936,905
19Montgomery Family Foundation101 First St 554, Los Altos, CA 94022-2750CA1997-05$1,619,655
20Seiger Family Foundation27087 Old Trace Ln, Los Altos Hls, CA 94022-1926CA1998-01$1,473,899
Number of organizations performing similar types of work
Alaska3
Alabama54
Arkansas18
Arizona59
California546
Colorado120
Connecticut79
District of Columbia27
Delaware43
Florida350
Georgia158
Hawaii18
Iowa57
Idaho23
Illinois317
Indiana81
Kansas53
Kentucky41
Louisiana50
Massachusetts113
Maryland112
Maine18
Michigan202
Minnesota97
Missouri73
Mississippi27
Montana8
North Carolina155
North Dakota2
Nebraska42
New Hampshire19
New Jersey213
New Mexico23
Nevada42
New York524
Ohio206
Oklahoma52
Oregon60
Pennsylvania239
Rhode Island33
South Carolina40
South Dakota12
Tennessee49
Texas377
Utah46
Virginia120
Vermont7
Washington88
Wisconsin89
West Virginia9
Wyoming19
International12
Total5,225

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