Walt Disney Family Foundation in San Francisco, California (CA)

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Walt Disney Family Foundation
Employer Identification Number (EIN)954635927
Name of OrganizationWalt Disney Family Foundation
Address104 Montgomery St, San Francisco, CA 94129-1718
ActivitiesMuseum, zoo, planetarium, etc.
SubsectionCharitable Organization
Ruling Date07/1997
DeductibilityContributions are deductible
FoundationPrivate operating foundation (other)
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$50,000,000 to greater
Income$10,000,000 to $49,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$86,493,626
Amount of Income$14,420,942
Form 990 Revenue Amount$13,424,580
National Taxonomy of Exempt Entities (NTEE)Educational Institutions and Related Activities: Libraries


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Amount of income in 2013: $14,420,942 (it was $14,669,796 in 2012)
This organization: 

 $14,420,942
Other organizations performing similar types of work: 

 $105,731

Assets in 2013: $86,493,626 (it was $94,315,232 in 2012)
Walt Disney Family Foundation: 

 $86,493,626
Other organizations performing similar types of work: 

 $324,664

Expenses in 2013: $20,697,491
Walt Disney Family Foundation: 

 $20,697,491
Other organizations performing similar types of work: 

 $75,408

Income to expenses ratio in 2013: 0.7
Walt Disney Family Foundation: 

 0.7
Other organizations performing similar types of work: 

 1.2

Grants share in income in 2013: 73.9%
This organization: 

 73.9%
Other organizations performing similar types of work: 

 74.2%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$13,842,955$581,928$3,606,812
Contributions, gifts, grants, etc., received$10,236,143
Interest on savings and temporary cash investments$129,184
Dividends and interest from securities$0
Gross rents$87,150
Gross sales price for all assets$100,513
Gross profit from sales of goods$591,300
Gross sales less returns and allowances$113,535
Less: Cost of goods sold$477,765
Other income$2,798,887
Other$291
Total expenses and disbursements$20,697,491$154,301$3,606,812$16,921,035
Compensation of officers, directors, trustees, etc.$367,904
Pension plans, employee benefits$331,767
Legal fees$183,025
Accounting fees$43,100
Interest$2,870,444
Depreciation$6,916,826
Occupancy$1,728,098
Travel, conferences, and meetings$115,921
Printing and publications$159,332
Total operating and administrative expenses$20,697,491$154,301$16,921,035
Contributions, gifts, grants paid$0
Excess of revenue over expenses and disbursements$-6,854,536
Net investment income$427,627
Adjusted net income$0
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$100,176,327$100,176,327$94,315,232$94,315,232$86,493,626$86,493,626
Cash - non-interest-bearing$275,717$481,944$451,233
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$0$0$0
Investments-corporate bonds$0$0$0
Investments-mortgage loans$0$0$0
Investments-other$7,363,608$7,304,060$7,244,511
Other assets$161,774$0
Total liabilities$60,545,389$59,950,143$58,983,073
Mortgages and other notes payable$0$0$0
Other liabilities$55,671,859$54,593,433
Total liabilities and net assets/fund balances$39,630,938$34,365,089$27,510,553
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$0$0$291
Net capital loss$0$-323$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$12,622$12,066$4,276
Total credits and payments$36,007$14,750$17,677
Current year estimated tax payments and previous year's overpayment credited to current year$36,007$14,750$17,677
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0$0
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$7$0
Tax due$0$0
Overpayment$2,677$13,401
Amount to be credited to next year's estimated tax$0$2,677$13,401
Statements Regarding Activities
201120122013
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?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
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?NoNo
Has the foundation filed a tax return on Form 990-T for this year?YesYes
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
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?YesYesYes
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?YesYesYes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
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?NoNo
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?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
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?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
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?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
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?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
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)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
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?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$8,979,172$8,707,711$7,821,284
Net value of noncharitable-use assets$8,577,095$7,703,965
Minimum investment return$442,224$428,855$385,198
Distributable Amount
201120122013
Distributable amount$0$0$0
Undistributed Income
201120122013
Distributable amount for this year$0$0$0
Undistributed income for this year. This amount must be distributed in the next year$0$0$0
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
The lesser of the adjusted net income or the minimum investment return$1$0$0$0$1
Qualifying distributions made directly for active conduct of exempt activities$16,921,035$15,444,840$15,164,857$14,877,364$62,408,096
Value of all assets$86,493,626$94,315,232$100,176,327$106,575,667$387,560,852
Value of assets qualifying under section 4942(j)(3)(B)(i)$72,035,416$78,864,777$86,911,932$94,052,147$331,864,272
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 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
$0$1,869,780
$0$4,560
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$245,791
Interest on savings and temporary cash investments$129,184$0
Dividends and interest from securities$0$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
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
1Walt Disney Family Foundation104 Montgomery St, San Francisco, CA 94129-1718CA1997-07$14,420,942
2Southern Maryland Regional Library Association IncPO BOX 459, Charlott Hall, MD 20622-0459MD1994-12$2,505,726
3Tompkins County Public Library Foundation Inc101 E Green St, Ithaca, NY 14850-5613NY1993-04$1,597,326
4Seymour Public Library DistrictGenesee St, Auburn, NY 13021NY1994-09$911,225
5Sloatsburg Public LibraryLiberty Rock Rd, Sloatsburg, NY 10974NY1991-10$448,680
6Whippanong Library Association17 Sherwood Ln, Fairfield, NJ 07004-3601NJ1992-10$401,809
7The Fulton County Library Inc227 N 1st St, Mc Connellsbg, PA 17233-1003PA1995-11$394,460
8Library Literacy Foundation Of San Joaquin County6507 Pacific Ave Pmb 174, Stockton, CA 95207-3717CA1996-01$110,458
9Friends Of The San Benito County Free Library, Friends Of The Library470 Fifth Street, Hollister, CA 95023-3841CA1995-09$74,116
10Friends Of Walnut Creek LibraryPO BOX 5764, Walnut Creek, CA 94596-1764CA1996-02$71,430
11Anodos FoundationRr 1 Box 465, Cambria, CA 93428-2603CA1996-03$21,651
12Friends Of The Covina Public Library234 N Second St, Covina, CA 91723CA1997-02$17,601
13Cecille Gonzales Gomez Library Inc1120 Vallejo St, San Francisco, CA 94109-2119CA1997-12$300
14Friends Of The Cayucos LibraryPo Box 224, Cayucos, CA 93430CA1994-07$0
15Friends Of The Patterson Public Library46 Salado Avenue, Patterson, CA 95363CA1993-09$0
16Northern California Regional Computer Network330 W 5th St, Chico, CA 95928-5506CA1996-06$0
17Sun City Library Foundation28081 Bradley Rd, Sun City, CA 92586-2207CA1993-06$0
18The Friends Of The Esparto Regional LibraryPo Box 787, Esparto, CA 95627CA1996-05$0
19Torrance Public Library Foundation1605 Acacia Avenue, Torrance, CA 90501CA1995-08$0
20Welwood Murray Memorial Library IncPo Box 1460, Palm Springs, CA 92263-1460CA1996-08$0
Number of organizations performing similar types of work
Alaska2
Alabama2
Arkansas4
Arizona2
California14
Colorado3
Connecticut13
District of Columbia1
Delaware3
Florida8
Georgia4
Iowa4
Idaho2
Illinois17
Indiana2
Kansas3
Kentucky1
Louisiana3
Massachusetts9
Maryland5
Maine8
Michigan12
Minnesota7
Missouri5
Montana3
North Carolina1
North Dakota1
Nebraska10
New Hampshire8
New Jersey12
New York23
Ohio8
Oklahoma8
Oregon5
Pennsylvania22
Rhode Island3
South Carolina2
South Dakota1
Tennessee4
Texas28
Utah2
Virginia10
Vermont3
Washington9
Wisconsin9
Wyoming1
International1
Total308

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