Union Bank 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
| Union Bank Foundation | |
| Employer Identification Number (EIN) | 956023551 |
| Name of Organization | Union Bank Foundation |
| In Care of Name | Union Bank Trustee |
| Address | PO BOX 45174, San Francisco, CA 94145-0174 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 04/1957 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,403,057 |
| Amount of Income | $4 |
| Form 990 Revenue Amount | $7 |
Non-representatives - add comments:
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 | $4 | $4 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $835 | $0 | $0 | $835 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $835 | $0 | $835 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-831 | |||
| Net investment income | $4 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,403,057 | $1,093,657 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,350,000 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $53,057 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,403,057 | |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $1,083,815 |
| Net value of noncharitable-use assets | $1,067,560 |
| Minimum investment return | $53,378 |
| Distributable Amount (for 2012) | |
| Distributable amount | $53,378 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $53,378 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $52,543 |
| 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 | Under Construction Educational, Oasis Charter Public School | PO BOX 720, Salinas, CA 93902-0720 | CA | 1999-03 | $1,952,638 |
| 2 | Under The Baobab Tree Inc | 1725 East Bayshore Road Suite 103, Redwood City, CA 94063 | CA | 2009-04 | $29,432 |
| 3 | Undercurrent Inc | 3020 Bridgeway Suite 102, Sausalito, CA 94965-1439 | CA | 2005-05 | $249,130 |
| 4 | Underground Service Alert Of Southern California | 1379 Pico St Ste 101, Corona, CA 92881-6475 | CA | 1985-07 | $4,103,633 |
| 5 | Understand The Times Inc | PO BOX 27239, Santa Ana, CA 92799-7239 | CA | 1991-08 | $227,351 |
| 6 | Underwood Family Charitable Foundation | 103 Ravenna Dr Unit 21, Long Beach, CA 90803-4035 | CA | 1998-05 | $7,749 |
| 7 | Uni-Bay Inc | PO BOX 50997, E Palo Alto, CA 94303-0678 | CA | 1989-01 | $11,096 |
| 8 | Unico Fund | PO BOX 301268, Escondido, CA 92030-1268 | CA | 2000-09 | $182 |
| 9 | Unicode Inc | PO BOX 391476, Mountain View, CA 94039-1476 | CA | 2013-03 | $295,585 |
| 10 | Unification Of Disabled Latin Americans | PO BOX 75606, Los Angeles, CA 90075-0606 | CA | 1985-07 | $36,572 |
| 11 | Union Bank Foundation | PO BOX 45174, San Francisco, CA 94145-0174 | CA | 1957-04 | $4 |
| 12 | Union Bank Foundation, 6700010220 | PO BOX 45174, San Francisco, CA 94145-0174 | CA | 2007-02 | $8,003,423 |
| 13 | Union Cemetery Association | 730e Potomac Ave, Bakersfield, CA 93307 | CA | 1934-06 | $1,470,829 |
| 14 | Union City California 50th Anniversary Celebration Committee | 4517 Darcelle Dr, Union City, CA 94587-4719 | CA | 2007-06 | $1 |
| 15 | Union Employees Vacation-Savings Trust | 1168 E La Cadena Drive, Riverside, CA 92507-8617 | CA | 1970-12 | $632,142 |
| 16 | Union Heights Water Company, Union Heights Mutual Water Company | PO BOX 1567, Hollister, CA 95024-1567 | CA | 1993-07 | $50,813 |
| 17 | Union Hill School Parent Teachers Club | 11638 Colfax Hwy, Grass Valley, CA 95945-8805 | CA | 1997-08 | $80,285 |
| 18 | Union Labor Temple Assn Of Humboldt & Del Norte Counties Labor Temple | PO BOX 5344, Eureka, CA 95502-5344 | CA | 1959-10 | $35,219 |
| 19 | Union Of The Vietnamese Student Assoc Southern California | 12761 Western Ave Ste A, Garden Grove, CA 92841-4033 | CA | 1995-04 | $513,424 |
| 20 | Union Pacific Historical Society | PO BOX 536, Sn Luis Obisp, CA 93406-0536 | CA | 1988-05 | $166,021 |
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