William V Campbell Family Foundation in Palo Alto, California (CA)

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William V Campbell Family Foundation
Employer Identification Number (EIN)270387300
Name of OrganizationWilliam V Campbell Family Foundation
In Care of NameWilliam V Campbell
Address305 Churchill Ave, Palo Alto, CA 94301-3602
SubsectionCharitable Organization
Ruling Date08/2009
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2011
Assets$10,000,000 to $49,999,999
Income$5,000,000 to $9,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$19,143,648
Amount of Income$5,295,480
Form 990 Revenue Amount$957,083
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2011: $5,295,480 (it was $7,107,172 in 2010)
This organization: 

 $5,295,480
Other organizations performing similar types of work: 

 $97,434

Assets in 2011: $19,143,648 (it was $23,866,817 in 2010)
William V Campbell Family Foundation: 

 $19,143,648
Other organizations performing similar types of work: 

 $303,611

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$957,083$3,336,765$0
Contributions, gifts, grants, etc., received$291,556
Interest on savings and temporary cash investments$36
Dividends and interest from securities$70,234
Gross rents$0
Gross profit from sales of goods$0
Other income$96,711
Other$498,546
Total expenses and disbursements$4,331,598$141,040$0$4,116,353
Compensation of officers, directors, trustees, etc.$30,000
Total operating and administrative expenses$225,098$141,040$9,853
Contributions, gifts, grants paid$4,106,500
Excess of revenue over expenses and disbursements$-3,374,515
Net investment income$3,195,725
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$19,143,648$19,143,648
Cash - non-interest-bearing$358,668
Investments-U.S. and state government obligations$0
Investments-corporate stock$9,688,500
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$8,889,166
Other$207,314
Total liabilities$10,000
Mortgages and other notes payable$0
Other$10,000
Total liabilities and net assets/fund balances$19,133,648
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$498,546
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$63,915
Total credits and payments$85,000
2011 estimated tax payments and 2010 overpayment credited to 2011$75,000
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$10,000
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$137
Overpayment$20,948
Amount to be credited to 2012 estimated tax$20,948
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$20,525,716
Net value of noncharitable-use assets$20,217,840
Minimum investment return$1,010,892
Distributable Amount (for 2011)
Distributable amount$946,977
Undistributed Income (for 2011)
Distributable amount for 2011$946,977
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
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
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Wayne & Gladys Valley Charitable Foundation1939 Harrison St Ste 510, Oakland, CA 94612-3535CA1978-04$279,644,950
2Broadcom Foundation5300 California Ave, Irvine, CA 92617-3038CA2009-08$70,620,924
3The Grove FoundationPO BOX 1667, Los Altos, CA 94023-1667CA1986-09$66,954,549
4The Heising-Simons Foundation300 Second Street, Los Altos, CA 94022-3694CA2007-12$50,770,812
5Saban Family Foundation10100 Santa Monica Blvd Ste 2600, Los Angeles, CA 90067-4000CA2000-01$37,059,065
6A Gary Anderson Family Foundation A Nevada Nonprofit Corporation17772 Cowan, Irvine, CA 92614-6012CA2010-07$32,945,183
7Hellman FoundationOne Maritime Plaza Ste 2010, San Francisco, CA 94111-3404CA2012-03$32,450,000
8Shaffer Family Foundation, James D Shaffer Ttee2211 Encinitas Blvd Ste 200, Encinitas, CA 92024-4361CA2011-07$30,706,619
9Gregory And Ej Milken Foundation1250 4th St Fl 3, Santa Monica, CA 90401-1418CA2012-05$21,589,351
10Stone Family Foundation2035 Las Tunas Rd, Santa Barbara, CA 93103-1724CA2000-07$20,657,149
11William Gumpert Foundation1038 Cottage Way, Encinitas, CA 92024-5857CA2009-05$20,590,245
12Snyder Family Foundation, Synder Lisa Ttee16030 Ventura Blvd Ste 320, Encino, CA 91436-2769CA2007-06$19,936,468
13Lm&mm 1 Foundation1250 4th St Fl 3, Santa Monica, CA 90401-1418CA2012-05$19,599,190
14Stanley E Hanson Foundation2121 E Via Burton, Anaheim, CA 92806-1220CA2010-02$18,025,999
15Tarsadia Foundation620 Newport Center Dr 14th Flr, Newport Beach, CA 92660-6420CA2000-03$16,670,622
16Moses Foundation2614 W 7th St Apt 209, Los Angeles, CA 90057-3642CA2009-02$16,069,848
17Lm&mm 2 Foundation1250 4th St Fl 3, Santa Monica, CA 90401-1418CA2012-05$14,338,420
18Glorya Kaufman Dance Foundation, Glorya Kaufman Ttee11766 Wlshre Blvd Fl 9, Los Angeles, CA 90025-6548CA2011-04$14,196,471
19Hurley Family Foundation2200 Geng Rd Ste 100, Palo Alto, CA 94303-3358CA2010-06$13,479,616
20Phoeng FoundationPO BOX 1294, Menlo Park, CA 94026-1294CA2012-08$13,061,648
21Vera R Campbell Foundation337 S Anderson St, Los Angeles, CA 90033-3742CA2007-02$12,693,803
22Tabasgo Foundation3463 State St 255, Santa Barbara, CA 93105-2603CA2005-09$12,107,935
23Vivien A Nelson Foundation, Robert T Plumb Ii TteePO BOX 180734, Coronado, CA 92178-0734CA2011-02$11,891,264
24Guha Family Foundation12977 Cortez Ln, Los Altos Hls, CA 94022-4233CA2013-01$7,876,411
25The Tdc Foundation2377 Crenshaw Blvd Ste 300, Torrance, CA 90501-3330CA2007-07$7,474,571
26John And Mary Tu FoundationPO BOX 8505, Fountain Vly, CA 92728-8505CA2010-06$6,997,069
27Versacare Inc4097 Trail Creek Rd Ste B, Riverside, CA 92505-5869CA1990-06$6,230,887
28The Toshizo Watanabe Foundation52 Discovery, Irvine, CA 92618-3105CA2009-01$6,088,494
29Roger I And Ruth B Macfarlane Foundation, Roger I Macfarlane Ttee1909 Via Visalia, Pls Vrds Est, CA 90274-2046CA2010-05$6,079,165
30Project Paradigm11377 West Olympic Blvd, Los Angeles, CA 90064-1625CA2012-12$5,767,180
Number of organizations performing similar types of work
Alaska25
Alabama192
Arkansas70
Arizona288
California2,416
Colorado378
Connecticut382
District of Columbia106
Delaware539
Florida1,396
Georgia456
Hawaii80
Iowa165
Idaho53
Illinois1,024
Indiana284
Kansas148
Kentucky156
Louisiana147
Massachusetts669
Maryland401
Maine82
Michigan596
Minnesota362
Missouri307
Mississippi62
Montana62
North Carolina519
North Dakota20
Nebraska159
New Hampshire72
New Jersey843
New Mexico87
Nevada190
New York2,482
Ohio691
Oklahoma217
Oregon198
Pennsylvania1,160
Rhode Island172
South Carolina161
South Dakota27
Tennessee240
Texas1,146
Utah259
Virginia453
Vermont52
Washington359
Wisconsin355
West Virginia66
Wyoming57
International34
Total20,865

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