Wilbur 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
| Wilbur Foundation | |
| Employer Identification Number (EIN) | 510168214 |
| Name of Organization | Wilbur Foundation |
| Address | 111 Fells Wy, Santa Barbara, CA 93130 |
| Activities | "Unspecified" |
| Subsection | Charitable Organization |
| Ruling Date | 08/1975 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $2,069,972 |
| Amount of Income | $37,750 |
| Form 990 Revenue Amount | $119,479 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $119,479 | $119,479 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $18,407 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $17,151 | |||
| Other | $83,921 | |||
| Total expenses and disbursements | $175,392 | $26,219 | $0 | $139,516 |
| Compensation of officers, directors, trustees, etc. | $25,000 | |||
| Total operating and administrative expenses | $60,392 | $26,219 | $24,516 | |
| Contributions, gifts, grants paid | $115,000 | |||
| Excess of revenue over expenses and disbursements | $-55,913 | |||
| Net investment income | $93,260 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,014,059 | $2,082,987 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $238,175 | |
| Other | $1,775,884 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,014,059 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $83,921 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $933 |
| Total credits and payments | $6,118 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $6,118 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Overpayment | $5,185 |
| Amount to be credited to 2012 estimated tax | $1,000 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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? | Yes |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $1,948,978 |
| Net value of noncharitable-use assets | $1,919,740 |
| Minimum investment return | $95,987 |
| Distributable Amount (for 2011) | |
| Distributable amount | $95,054 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $95,054 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Whittier Area Health Partnership | PO BOX 1965, Whittier, CA 90609-1965 | CA | 2001-02 | $116,255 |
| 2 | Whittier Bar Association | 407 West Imperial Highway H157, Brea, CA 92821 | CA | 1997-06 | $0 |
| 3 | Whittier City School District Educational Foundation | 7211 Whittier Avenue, Whittier, CA 90602 | CA | 2002-04 | $0 |
| 4 | Whittier Girls Softball League | PO BOX 1951, Whittier, CA 90609-1951 | CA | 2003-02 | $72,130 |
| 5 | Whittier Pregnancy Care Clinic | 16147 Whittier Blvd, Whittier, CA 90603-2560 | CA | 1995-05 | $514,462 |
| 6 | Who Will We Will, 4w | 1330 S Barrington Ave Apt 3, Los Angeles, CA 90025-1627 | CA | 2010-05 | $9,892 |
| 7 | Whole Child International | 11726 San Vicente Blvd Ste 222, Los Angeles, CA 90049-5045 | CA | 2006-07 | $475,801 |
| 8 | Widows & Orphans Aid Assn Of The Police Dept Of San Francisco | 1250 Bayhill Dr Ste 100, San Bruno, CA 94066-3079 | CA | 1942-10 | $1,563,144 |
| 9 | Widows Jar Foundation Inc | Rancho Bernardo Rd Ste 151, San Diego, CA 92128 | CA | 2001-01 | $164,861 |
| 10 | Wiki Spot | 1300 Mcallister St, San Francisco, CA 94115-4619 | CA | 2009-12 | $478 |
| 11 | Wilbur Foundation | 111 Fells Wy, Santa Barbara, CA 93130 | CA | 1975-08 | $37,750 |
| 12 | Wilcox Oaks Golf Club | PO BOX 127, Red Bluff, CA 96080-0127 | CA | 1966-10 | $1,647,288 |
| 13 | Wild For Life Foundation | 12400 Ventura Blvd Ste 706, Studio City, CA 91604-2406 | CA | 2010-02 | $53,230 |
| 14 | Wild Horse Native American Association | 1350 W 27th Pl, San Pedro, CA 90731-5629 | CA | 2002-07 | $24,388 |
| 15 | Wild Wings Of California Inc | 1837 Fernridge Dr, San Dimas, CA 91773 | CA | 1988-10 | $0 |
| 16 | Wilderness Fly Fishers | PO BOX 3358, Santa Monica, CA 90408-3358 | CA | 1995-07 | $35,209 |
| 17 | Wildflowers Institute | 1144 Pacific Ave, San Francisco, CA 94133-7250 | CA | 1979-06 | $312,664 |
| 18 | Wildlife Care Of Ventura County | 352 Genial Ct, Simi Valley, CA 93065 | CA | 1995-03 | $49,773 |
| 19 | Wildlife Center Of Silicon Valley | 3027 Penitencia Creek Rd, San Jose, CA 95132-2815 | CA | 1995-07 | $1,804,440 |
| 20 | Wildlife Experience Inc | PO BOX 532, Oak View, CA 93022-0532 | CA | 2001-10 | $53,151 |
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