William M Garland Charitable Tr 051694, Garland William M Iii Ttee in Los Angeles, 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
| William M Garland Charitable Tr 051694, Garland William M Iii Ttee | |
| Employer Identification Number (EIN) | 956972287 |
| Name of Organization | William M Garland Charitable Tr 051694 |
| Secondary Name | Garland William M Iii Ttee |
| In Care of Name | J Arthur Greenfield And Co Llp |
| Address | 10880 Wilshire Blvd Ste 800, Los Angeles, CA 90024-4124 |
| Activities | Gifts or grants to individuals (other than scholarships) |
| Subsection | Charitable Organization |
| Ruling Date | 10/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $2,137,507 |
| Amount of Income | $592,846 |
| Form 990 Revenue Amount | $48,227 |
Non-representatives - add comments:
Revenue 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 | $48,227 | $45,227 | $0 | |
| Contributions, gifts, grants, etc., received | $3,000 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $35,881 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $9,345 | |||
| Total expenses and disbursements | $19,744 | $18,180 | $0 | $1,564 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $19,744 | $18,180 | $1,564 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $28,483 | |||
| Net investment income | $27,047 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,137,507 | $2,046,378 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,994,521 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $142,986 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,137,507 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $9,345 |
| 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 | $541 |
| Total credits and payments | $544 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $544 |
| 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 | $3 |
| Amount to be credited to 2012 estimated tax | $3 |
| 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? | 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 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 | $2,168,210 |
| Net value of noncharitable-use assets | $2,135,680 |
| Minimum investment return | $106,784 |
| Distributable Amount (for 2011) | |
| Distributable amount | $106,243 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $106,243 |
| 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 | William & Maria Iberti Charitable Foundation | 7425 Woodland Ave, Sebastopol, CA 95472-4139 | CA | 1999-09 | $192,570 |
| 2 | William And Anne Battle Family Foundation | 810 Arroyo Rd, Los Altos, CA 94024-3113 | CA | 2001-04 | $70,002 |
| 3 | William Counseling Group Inc | 333 Bush St Apt 3704, San Francisco, CA 94104-2841 | CA | 1997-11 | $86,307 |
| 4 | William D Rhodes Foundation, Rhodes William D Ttee | 417 Cabrillo Ter, Corona Dl Mar, CA 92625-2602 | CA | 1992-01 | $1,688,847 |
| 5 | William David & Mary W Phillips Foundation | 9525 N Fort Washington Road, Fresno, CA 93730-0662 | CA | 2001-04 | $50,214 |
| 6 | William G Gilmore Foundation | 1660 Bush Street No 300, San Francisco, CA 94109-5308 | CA | 1956-02 | $3,810,373 |
| 7 | William Gillespie Foundation | 4910 Campus Dr, Newport Beach, CA 92660-2119 | CA | 1998-01 | $936,755 |
| 8 | William H And Kristine M Schuyler Charitable Foundation | 900 Maple St, Pacific Grove, CA 93950-4706 | CA | 2001-12 | $500 |
| 9 | William H Cilker Family Foundation | 2440 W El Camino Real Ste 300, Mountain View, CA 94040-1498 | CA | 1999-08 | $328,650 |
| 10 | William J Codiga Family Foundation | 525 High St, Santa Cruz, CA 95060-2642 | CA | 1986-12 | $3 |
| 11 | William M Garland Charitable Tr 051694, Garland William M Iii Ttee | 10880 Wilshire Blvd Ste 800, Los Angeles, CA 90024-4124 | CA | 1994-10 | $592,846 |
| 12 | William Mills Trust B John D Williams Trustee | 600 Wilshire Blvd Ste 1515, Los Angeles, CA 90017-3227 | CA | 1976-06 | $864,652 |
| 13 | William S And Nancy E Thompson Foundation | 610 Newport Center Dr Ste 1220, Newport Beach, CA 92660-6447 | CA | 2006-10 | $17,250,475 |
| 14 | William Sloane Jelin Charitable Foundation 52-016021 | 11444 W Olympic Blvd Fl 11, Los Angeles, CA 90064-1500 | CA | 1996-04 | $463,144 |
| 15 | Williams Institute | 31 E Macarthur Cres Apt E213, Santa Ana, CA 92707-5965 | CA | 2000-04 | $37,062 |
| 16 | Willie Youngs Home For Young Men Inc, Walts Home For Young Men | 1423 Quartz Hill Rd, Bakersfield, CA 93307-7253 | CA | 2005-09 | $361,434 |
| 17 | Willing Workers Incorporated | 4813 W Washington Blvd, Los Angeles, CA 90016-1501 | CA | 1971-01 | $1,262,127 |
| 18 | Willits Community Services Corp | 229 E San Francisco Ave, Willits, CA 95490-4005 | CA | 1985-07 | $127,023 |
| 19 | Willows Housing Inc | 7455 Carmel St, Gilroy, CA 95020-5755 | CA | 1992-04 | $193,287 |
| 20 | Wilshire-Montana Neighborhood Coalition | PO BOX 609, Santa Monica, CA 90406-0609 | CA | 1991-02 | $6,504 |
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