Mr And Mrs Samuel Oschin Family Foundation in Placentia, California (CA)

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Mr And Mrs Samuel Oschin Family Foundation
Employer Identification Number (EIN)200533204
Name of OrganizationMr And Mrs Samuel Oschin Family Foundation
In Care of NameLynda Oschin
Address503 W Palm Dr, Placentia, CA 92870-2421
SubsectionCharitable Organization
Ruling Date05/2004
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period09/2012
Assets$50,000,000 to greater
Income$50,000,000 to greater
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$82,542,871
Amount of Income$79,588,183
Form 990 Revenue Amount$9,974,462
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2012: $79,588,183 (it was $77,374,530 in 2011)
This organization: 

 $79,588,183
Other organizations performing similar types of work: 

 $90,224

Assets in 2012: $82,542,871 (it was $76,793,050 in 2011)
Mr And Mrs Samuel Oschin Family Foundation: 

 $82,542,871
Other organizations performing similar types of work: 

 $323,888

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$9,974,462$7,052,463$0
Contributions, gifts, grants, etc., received$2,908,249
Interest on savings and temporary cash investments$1,361
Dividends and interest from securities$2,570,842
Gross rents$132,690
Gross profit from sales of goods$0
Other income$283,332
Other$4,077,988
Total expenses and disbursements$5,390,106$483,492$0$4,747,831
Compensation of officers, directors, trustees, etc.$337,992
Total operating and administrative expenses$889,006$483,492$246,731
Contributions, gifts, grants paid$4,501,100
Excess of revenue over expenses and disbursements$4,584,356
Net investment income$6,568,971
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$76,793,050$85,297,956
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$6,818,944
Investments-corporate stock$8,101,988
Investments-corporate bonds$18,587,479
Investments-mortgage loans$0
Investments-other$41,571,874
Other$1,712,765
Total liabilities$0
Total liabilities and net assets/fund balances$76,793,050
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$4,077,988
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$131,379
Total credits and payments$164,227
2011 estimated tax payments and 2010 overpayment credited to 2011$164,227
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$32,848
Amount to be credited to 2012 estimated tax$32,848
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?Yes
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$95,824,998
Net value of noncharitable-use assets$94,387,620
Minimum investment return$4,719,381
Distributable Amount (for 2011)
Distributable amount$4,587,507
Undistributed Income (for 2011)
Distributable amount for 2011$4,587,507
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$0
Unrelated Trade or Business Income (for 2009)
IncomeExpensesNet
Total$-5,414$0$-5,414
Gross receipts or sales less returns and allowances$0$0$0
Cost of goods sold$0$0$0
Gross profit$0$0$0
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$-5,414$0$-5,414
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2009)
Total deductions$0
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$0
Unrelated business taxable income$-5,414
Unrelated business taxable income before net operating loss deduction$-5,414
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$-5,414
Specific deduction$1,000
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2Wem 2000 Foundation, Martin Phillip H TteePO BOX 5628, Minneapolis, MN 55440-5628MN2000-09$14,734,494
3The Beall Family Foundation5 San Joaquin Plz Ste 320, Newport Beach, CA 92660-5936CA2001-02$11,754,599
4North Penn Community Health Foundation2506 N Broad St Ste 206, Colmar, PA 18915-9439PA1956-03$6,461,062
5Henry E & Nancy H Bartels Trust Fbo, University Of New HavenPO BOX 187169, Hamden, CT 06518-7020CT1989-04$2,910,909
6Pugdin Memorial Fund P 61620004PO BOX 3038, Milwaukee, WI 53201-3038WI2000-03$2,007,783
7Lancaster County Partners For Youth IncPO BOX 1023, Lancaster, SC 29721-1023SC1996-10$698,073
8Gordon G Wilson Trust Uw Fbo, Covington United 32100302010 S Dearborn Il1-0117, Chicago, IL 60603-2300IL2000-01$590,765
9Abner F Morison Tr Fund, Bar Harbor Bank & TrustPO BOX 1100, Ellsworth, ME 04605-1100ME1993-03$121,688
10Silkwood Family Foundation5250 North Palm Avenue, Fresno, CA 93704-2218CA2002-04$1,766
11James Irvine FoundationOne Bush Street Ste 800, San Francisco, CA 94104-4425CA1939-11$1,150,339,554
12Broad Foundation10900 Wilshire Blvd Fl 12, Los Angeles, CA 90024-6548CA1999-02$542,990,523
13Skoll Foundation250 University Ave Ste 200, Palo Alto, CA 94301-1738CA2003-10$349,540,705
14Henry J Kaiser Family Foundation2400 Sand Hill Road, Menlo Park, CA 94025-6941CA1950-05$249,167,887
15The Brin Wojcicki Foundation1801 Page Mill Rd, Palo Alto, CA 94304-1216CA2006-12$144,508,008
16Priem Family Foundation180 Park Rd, Burlingame, CA 94010-4317CA2001-03$142,654,462
17Crankstart Foundation1801 Page Mill Rd, Palo Alto, CA 94304-1211CA2002-06$109,291,774
18Joanne And Peter Haas Jr Fund1155 Battery Street Ste Ls7w, San Francisco, CA 94111-1203CA2006-03$105,627,250
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Number of organizations performing similar types of work
Alaska8
Alabama189
Arkansas76
Arizona255
California2,264
Colorado383
Connecticut378
District of Columbia99
Delaware361
Florida1,391
Georgia433
Hawaii77
Iowa135
Idaho68
Illinois994
Indiana243
Kansas142
Kentucky137
Louisiana125
Massachusetts669
Maryland413
Maine64
Michigan535
Minnesota313
Missouri300
Mississippi54
Montana57
North Carolina473
North Dakota13
Nebraska122
New Hampshire63
New Jersey816
New Mexico71
Nevada180
New York2,349
Ohio614
Oklahoma216
Oregon176
Pennsylvania999
Rhode Island165
South Carolina127
South Dakota31
Tennessee177
Texas1,160
Utah208
Virginia430
Vermont32
Washington355
Wisconsin341
West Virginia44
Wyoming59
International32
Total19,416

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