KASSANDRA FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KASSANDRA FOUNDATION (EIN 27-3000759)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-07
- IRS object ID
- 201241289349100424
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-07T10:30:44-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gatto Pope & Walwick LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 West C St Suite 1700 | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 921013568 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273000759 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KASSANDRA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KASS | NameControl |
| Phone | 2127291878 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 339 S CATALINA AVENUE | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91106 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR GEORGE M MALTEZOS | Name |
| Title | President | Title |
| Date Signed | 2012-05-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL J GATTO CPA | Name |
| Phone | 6192827366 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 58943 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 30 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 30 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 647 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 647 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 72 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 72 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 72 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 749 | TotalRevenueAndExpenses |
| Total Net Investment Income | 749 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 448 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 224 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 224 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 35 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 18 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 17 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 486 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 245 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 241 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 252 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 252 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 738 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 245 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 493 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 11 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 504 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 12 | CashEOY |
| Cash EOYFMV | 12 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 61162 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 17777 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 17777 | SavingsAndTempCashInvstEOYFMV |
| Investments Other EOY | 43384 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 41154 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 61162 | TotalAssetsBOY |
| Total Assets EOY | 61173 | TotalAssetsEOY |
| Total Assets EOYFMV | 58943 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 61162 | RetainedEarningsBOY |
| Retained Earnings EOY | 61173 | RetainedEarningsEOY |
| Total Net Assets BOY | 61162 | TotalNetAssetsBOY |
| Total Net Assets EOY | 61173 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 61162 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 61173 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 61162 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 11 | ExcessOfRevenueOverExpenses |
| Subtotal | 61173 | Subtotal |
| Total Net Assets Fund Balances EOY | 61173 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 72 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 72 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 252 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5021 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05019 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.05019 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05019 | AverageDistributionRatio |
| Net Noncharitable Assets | 60768 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 3050 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 3055 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 493 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 10 | InvestmentIncomeExciseTax |
| Subtotal | 10 | Subtotal |
| Tax Based On Investment Income | 10 | TaxBasedOnInvestmentIncome |
| Tax Due | 10 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE MALTEZOS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2127291878 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 339 S CATALINA AVENUE | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| SUZY K LEE | ||||||
| 339 S CATALINA AVENUE | PASADENA | CA | 91106 | Vice Pres. | 0.50 | 0 |
| DR GEORGE M MALTEZOS | ||||||
| 339 S CATALINA AVENUE | PASADENA | CA | 91106 | President | 0.50 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 18419 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 43274 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 61693 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 61693 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 925 | CashDeemedCharitable |
| Net Noncharitable Assets | 60768 | NetNoncharitableAssets |
| Minimum Investment Return | 3038 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 3038 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 10 | TaxBasedOnInvestmentIncome |
| Total Tax | 10 | TotalTax |
| Distributable Amount Before Adj | 3028 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 3028 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 3028 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 493 | ExpensesAndContributions |
| Qualifying Distributions | 493 | QualifyingDistributions |
| Adj Qualifying Distributions | 493 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3028 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 251 | UndistributedIncomePriorYear |
| Qualifying Distributions | 493 | QualifyingDistributions |
| Applied To Year1 | 251 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 242 | AppliedToCurrentYear |
| Undistributed Income CY | 2786 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DR GEORGE M MALTEZOS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA RURAL LEGAL ASSISTANCE INC | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 631 Howard Street Suite 300 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NOT RELATED | RecipientRelationship |
| Recipient Foundation Status | 501(c)(3) | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | LOW INCOME LEGAL ASSISTANCE | PurposeOfGrantOrContribution |
| Amount | $252 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 252 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $30 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $647 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $72 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $749 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 749 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH - MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 43384 | BookValue |
| EOYFMV | 41154 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LICENSES AND FEES | Description |
| Revenue And Expenses Per Books | 35 | RevenueAndExpensesPerBooks |
| Net Investment Income | 18 | NetInvestmentIncome |
| Disbursements Charitable Prps | 17 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | Category |
| Amount | $448 | Amount |
| Net Investment Income | 224 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 224 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $3 | Amount |
| Net Investment Income | 3 | NetInvestmentIncome |