GRETLER FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GRETLER FOUNDATION (EIN 77-0529605)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201311349349101406
- Schema version
- 2012v2.0
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T10:00:12-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hilliard ONeill & Company | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 West Mission Street Suite 206 | AddressLine1 |
| City | Santa Barbara | City |
| State | CA | State |
| ZIP Code | 931012455 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770529605 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GRETLER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GRET | NameControl |
| Phone | 8059695171 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 MIRAMAR AVENUE | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARLA O'NEILL | Name |
| Title | CFO | Title |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARLA N O'NEILL | Name |
| PTIN | P00188020 | PTIN |
| Phone | 8056871543 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 462705 | 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 |
| Dividends Rev And Expnss | 13079 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 13079 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 13079 | DividendsAdjNetIncm |
| Total Revenue And Expenses | 13079 | TotalRevenueAndExpenses |
| Total Net Investment Income | 13079 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 13079 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 6417 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 6417 | LegalFeesNetInvstIncm |
| Accounting Fees Rev And Expnss | 821 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 821 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 1177 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1177 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 194 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 194 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 10 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 10 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 8619 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8619 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 8619 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8619 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4460 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4460 | NetInvestmentIncome |
| Adjusted Net Income | 13079 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 114758 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 119178 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 119178 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 306656 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 306696 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 343527 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 421414 | TotalAssetsBOY |
| Total Assets EOY | 425874 | TotalAssetsEOY |
| Total Assets EOYFMV | 462705 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 421414 | CapitalStockBOY |
| Capital Stock EOY | 425874 | CapitalStockEOY |
| Total Net Assets BOY | 421414 | TotalNetAssetsBOY |
| Total Net Assets EOY | 425874 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 421414 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 425874 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 421414 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4460 | ExcessOfRevenueOverExpenses |
| Subtotal | 425874 | Subtotal |
| Total Net Assets Fund Balances EOY | 425874 | TotalNetAssetsFundBalancesEOY |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 89 | InvestmentIncomeExciseTax |
| Subtotal | 89 | Subtotal |
| Tax Based On Investment Income | 89 | TaxBasedOnInvestmentIncome |
| Tax Due | 89 | 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 | CARLA ONEILL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8056871543 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 WEST MISSION SUITE 206 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93101 | 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| CARLA O'NEILL | ||||||
| 33 WEST MISSION SUITE 206 | SANTA BARBARA | CA | 93101 | CFO | 0.00 | 0 |
| ELSIE HUNT | ||||||
| 340 OLD MILL ROAD | SANTA BARBARA | CA | 93110 | Director | 0.00 | 0 |
| PAUL A GRAZIANO | ||||||
| 317 EAST CARRILLO STREET | SANTA BARBARA | CA | 93101 | Secretary | 0.00 | 0 |
| MYRON C GRETLER | ||||||
| 134 MIRAMAR AVE | SANTA BARBARA | CA | 93108 | President | 0.00 | 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 | 343077 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 117617 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 460694 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 460694 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6910 | CashDeemedCharitable |
| Net Noncharitable Assets | 453784 | NetNoncharitableAssets |
| Minimum Investment Return | 22689 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 22689 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 89 | TaxBasedOnInvestmentIncome |
| Total Tax | 89 | TotalTax |
| Distributable Amount Before Adj | 22600 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 22600 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 22600 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 22600 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 31481 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 19838 | ExcessDistriCarryoverYear4 |
| Total Excess Distri Carryover | 51319 | TotalExcessDistriCarryover |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 22600 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 22600 | ExcessDistriCyovAppliedCY |
| Total Corpus | 28719 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 8881 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 19838 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 19838 | ExcessFromYear4 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MYRON C GRETLER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 13079 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 13079 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 13079 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $821 | Amount |
| Net Investment Income | 821 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $6,417 | Amount |
| Net Investment Income | 6417 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FOREIGN FEE | Description |
| Revenue And Expenses Per Books | 10 | RevenueAndExpensesPerBooks |
| Net Investment Income | 10 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEE | Category |
| Amount | $1,177 | Amount |
| Net Investment Income | 1177 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | Category |
| Amount | $194 | Amount |
| Net Investment Income | 194 | NetInvestmentIncome |
Comments