Bernard A & Rebecca S Bernard Foundation in Pomona, 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
| Bernard A & Rebecca S Bernard Foundation | |
| Employer Identification Number (EIN) | 516157356 |
| Name of Organization | Bernard A & Rebecca S Bernard Foundation |
| In Care of Name | Bernstein & Rathman Inc Cpas |
| Address | 740 N Garey Ave, Pomona, CA 91767-4614 |
| Activities | Scientific research (diseases) |
| Subsection | Charitable Organization |
| Ruling Date | 11/1988 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 07/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,755,064 |
| Amount of Income | $101,223 |
| Form 990 Revenue Amount | $-132,263 |
Non-representatives - add comments:
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 | $-132,263 | $60,595 | $51,541 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $227 | |||
| Dividends and interest from securities | $51,314 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-94,114 | |||
| Total expenses and disbursements | $148,118 | $14,515 | $0 | $133,603 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $14,515 | $14,515 | $0 | |
| Contributions, gifts, grants paid | $133,603 | |||
| Excess of revenue over expenses and disbursements | $-280,381 | |||
| Net investment income | $46,080 | |||
| Adjusted net income | $51,541 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,755,064 | $0 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $709,975 | |
| Investments-other | $2,965,736 | |
| Other | $79,353 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,755,064 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-89,690 |
| 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 | $922 |
| Total credits and payments | $449 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $449 |
| 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 | $3 |
| Tax due | $476 |
| 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 | $1,273,973 |
| Net value of noncharitable-use assets | $1,254,860 |
| Minimum investment return | $62,743 |
| Distributable Amount (for 2012) | |
| Distributable amount | $61,821 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $61,821 |
| 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 |
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| Other organizations in California | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Berle H Adams Foundation | 4705 Louise Ave, Los Angeles, CA 91316-3926 | CA | 1965-08 | $66,873 |
| 2 | Berlin & Beyond Inc | 530 Bush Street, San Francisco, CA 94108-3623 | CA | 2008-06 | $209,254 |
| 3 | Berman Family Foundation | 6101 W Centinela Ave Ste 280, Culver City, CA 90230-6359 | CA | 1949-08 | $98,180 |
| 4 | Bermuda Dunes Community Association | PO BOX 13710, Palm Desert, CA 92255-3710 | CA | 1968-07 | $79,391 |
| 5 | Bernal Gateway Housing Corporation | 515 Cortland Ave, San Francisco, CA 94110-5611 | CA | 1999-11 | $36,305 |
| 6 | Bernal Senior Housing Corporation | 600 California St Ste 900, San Francisco, CA 94108-2706 | CA | 1987-11 | $37,804 |
| 7 | Bernalillo Housing Corporation Ii | 29700 Woodford Tehachapi Rd, Keene, CA 93531 | CA | 2001-03 | $59,972 |
| 8 | The Jeffrey And Sheila Lipinsky Family Foundation | 6102 La Jolla Mesa Dr, La Jolla, CA 92037-6328 | CA | 1998-11 | $1,702,913 |
| 9 | Bernard & Elizabeth Li Family Found Ation | PO BOX 8705, Rcho Santa Fe, CA 92067-8705 | CA | 2002-07 | $2,686 |
| 10 | Bernard & Serena G Taylor Family Foundation Inc | 2613 6th St Apt C, Santa Monica, CA 90405-4434 | CA | 2001-07 | $23 |
| 11 | Bernard A & Rebecca S Bernard Foundation | 740 N Garey Ave, Pomona, CA 91767-4614 | CA | 1988-11 | $101,223 |
| 12 | Bernard A Newcomb Foundation | 2440 W El Camino Real Ste 300, Mountain View, CA 94040-1498 | CA | 1999-10 | $8,309,975 |
| 13 | Bernard And Gloria Salick Foundation | 9777 Wilshire Blvd Ste 512, Beverly Hills, CA 90212-1905 | CA | 1985-08 | $627 |
| 14 | Bernard Axelrad Scholarship Fund | 3250 Wilshire Blvd - Suite 955, Los Angeles, CA 90010-1577 | CA | 2008-06 | $24,496 |
| 15 | Bernard Brown And Gretchen M Brown Charitable Foundation | PO BOX 2234, Carmel, CA 93921-2234 | CA | 1964-05 | $865 |
| 16 | Bernard E & Alba Witkin Charitable Foundation | 2740 Shasta Rd, Berkeley, CA 94708-1924 | CA | 2003-05 | $400,007 |
| 17 | Bernard G And Rhoda G Sarnat Family Foundation-Gerard Sarnat | 475 14th St Ste 1200, Oakland, CA 94612-1929 | CA | 2004-07 | $704,481 |
| 18 | Bernard G Sarnat And Rhoda G Sarnat Family Foundation-Joan Sarnat | 123 Mission St Ste 1800, San Francisco, CA 94105-5134 | CA | 2004-07 | $4,286,228 |
| 19 | Bernard H & Bette Beechen Kaplan Foundation | 1756 Lacassie Avenue, Walnut Creek, CA 94596-7098 | CA | 2002-01 | $2 |
| 20 | Bernard J & Mary T Johnson Family Foundation | 225 S Lake Ave Ste 300, Pasadena, CA 91101-3009 | CA | 1999-01 | $5,915,756 |
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