Wendy P Mccaw Foundation in Santa Barbara, 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
| Wendy P Mccaw Foundation | |
| Employer Identification Number (EIN) | 770469217 |
| Name of Organization | Wendy P Mccaw Foundation |
| Address | PO BOX 939, Santa Barbara, CA 93102-0939 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $27,571,729 |
| Amount of Income | $8,944,058 |
| Form 990 Revenue Amount | $1,399,853 |
| National Taxonomy of Exempt Entities (NTEE) | Unknown: Unknown |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $1,498,320 | $1,498,320 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $241 | |||
| Dividends and interest from securities | $849,380 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $648,699 | |||
| Total expenses and disbursements | $1,876,575 | $359,095 | $0 | $1,518,034 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $359,475 | $359,095 | $934 | |
| Contributions, gifts, grants paid | $1,517,100 | |||
| Excess of revenue over expenses and disbursements | $-378,255 | |||
| Net investment income | $1,139,225 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $27,377,636 | $30,480,698 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $25,619,186 | |
| Investments-corporate bonds | $1,207,816 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $550,634 | |
| Total liabilities | $31,287 | |
| Mortgages and other notes payable | $0 | |
| Other | $31,287 | |
| Total liabilities and net assets/fund balances | $27,346,349 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $648,699 |
| 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 | $11,392 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $255 |
| Tax due | $11,647 |
| 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 | $30,341,503 |
| Net value of noncharitable-use assets | $29,886,380 |
| Minimum investment return | $1,494,319 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,482,927 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,482,927 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Alano Club Of Santa Barbara Inc in Santa Barbara, CA
  |
|
Spark Rescue Santa Barbara in Santa Barbara, CA
|
| Temple Of Set in Santa Barbara, CA |
|
Barbara N Rubin Foundation in Santa Barbara, CA
|
|
Channel Islands Marine And Wildlife Institute Inc in Santa Barbara, CA
|
|
Ackright Premier Sports Inc in San Dimas, CA
|
|
Trust Funds Inc in San Francisco, CA
|
| Foothill High School Super Boosters Club in Santa Ana, CA |
|
Hoi Bac Ai Phanxico Franciscan Charity Inc in San Francisco, CA
|
|
Cuddlybear Thrift Store Inc in Fortuna, CA
|
| Other organizations in California | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Wee Care Group Home | 1852 W 11th St Box 545, Tracy, CA 95376-3736 | CA | 1995-04 | $420,514 |
| 2 | Weiss Family Foundation | 10616 Butterfield Rd, Los Angeles, CA 90064-4314 | CA | 1992-05 | $237,761 |
| 3 | Weiss Family Foundation Inc | 1330 Byron St, Palo Alto, CA 94301-3306 | CA | 1998-07 | $951 |
| 4 | Welcome All Babies Born On The Planet Foundation Inc | 118 W Arrellaga St, Santa Barbara, CA 93101-2903 | CA | 2003-06 | $91,062 |
| 5 | Welcome For The Elderly | 1645 W Valencia Dr, Fullerton, CA 92833-3860 | CA | 2004-03 | $1 |
| 6 | Well Ministry Of Rescue | 2612 Esplanade, Chico, CA 95973-1113 | CA | 1998-02 | $662,950 |
| 7 | Well Mission | 4708 W Adams Blvd, Los Angeles, CA 90016-2902 | CA | 1999-11 | $110,706 |
| 8 | Green Science Policy Institute | Po Box 5455, Berkeley, CA 94705 | CA | 2006-11 | $140,853 |
| 9 | Wellness City Challenge | 100 Pringle Ave Ste 100, Walnut Creek, CA 94596-7391 | CA | 2009-04 | $43,846 |
| 10 | Welsh Pony And Cob Association Of California Inc | PO BOX 13901, Sacramento, CA 95853-3901 | CA | 1974-08 | $55,535 |
| 11 | Wendy P Mccaw Foundation | PO BOX 939, Santa Barbara, CA 93102-0939 | CA | 1998-04 | $8,944,058 |
| 12 | Wesley United Methodist Housing | 112 W 52nd St, Los Angeles, CA 90037-3819 | CA | 1974-10 | $0 |
| 13 | Wesley World Mission Council | 10235 Oklahoma Ave Apt 6, Chatsworth, CA 91311-3296 | CA | 1999-03 | $71,200 |
| 14 | West Bay Local Development Corporation | 1290 Fillmore Street, San Francisco, CA 94115-5500 | CA | 1984-03 | $245,249 |
| 15 | West Coast Armenian Evangelical College Alumni Association Inc | 18425 Burbank Blvd Ste 700, Tarzana, CA 91356-6665 | CA | 1988-05 | $21,531 |
| 16 | West Coast Classical Ballet Society | 4241 Via Marina K402, Marina Del Rey, CA 90292-5242 | CA | 1998-07 | $16,769 |
| 17 | West Coast Jewish Theatre | PO BOX 7097, Beverly Hills, CA 90212-7097 | CA | 1996-01 | $73,521 |
| 18 | West Coast Ragtime Society | PO BOX 13346, Sacramento, CA 95813-3346 | CA | 2000-11 | $75,948 |
| 19 | West Coast Singers | PO BOX 46825, W Hollywood, CA 90046-0825 | CA | 1992-07 | $69,444 |
| 20 | West Coast Sports Medicine Foundation | 1200 Rosecrans Ave Ste 206, Manhattan Bch, CA 90266-2451 | CA | 1995-07 | $759,209 |
Organization representatives - add corrected or new information about Wendy P Mccaw Foundation »
Non-representatives - add comments about Wendy P Mccaw Foundation»