BUSCH FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
BUSCH FAMILY FOUNDATION (EIN 77-0356496)
Tax period
2011-08-01 to 2012-07-31
Filed
2012-12-07
IRS object ID
201213429349100601
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-12-07T11:56:55-08:00Timestamp
Tax Period End Date2012-07-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HAYASHI & WAYLAND CPASBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1660 CAMINO AGUAJITO STE 300AddressLine1
CityMONTEREYCity
StateCAState
ZIP Code939403654ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-08-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN770356496EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BUSCH FAMILY FOUNDATIONBusinessNameLine1
Business Name Line2CO HAYASHI & WAYLANDBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlBUSCNameControl
Phone8316478055Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1660 CAMINO AGUAJITOAddressLine1
CityMONTEREYCity
StateCAState
ZIP Code93940ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRALPH B BUSCH IIIName
TitlePresidentTitle
Date Signed2012-12-07DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRobert LeeName
Phone8316478055Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY253815FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss14850ContriReceivedRevAndExpnss
Dividends Rev And Expnss2103DividendsRevAndExpnss
Dividends Net Invst Incm2103DividendsNetInvstIncm
Dividends Adj Net Incm2103DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss15422NetGainSaleAssetsRevAndExpnss
Gross Sales Price37105GrossSalesPrice
Capital Gain Net Incm Net Invst Incm15422CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses32375TotalRevenueAndExpenses
Total Net Investment Income17525TotalNetInvestmentIncome
Total Adjusted Net Income2103TotalAdjustedNetIncome
Accounting Fees Rev And Expnss3175AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm3175AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm3175AccountingFeesAdjNetIncm
Taxes Rev And Expnss245TaxesRevAndExpnss
Taxes Net Invst Incm245TaxesNetInvstIncm
Taxes Adj Net Incm245TaxesAdjNetIncm
Tot Opr Expenses Rev And Expnss3420TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm3420TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm3420TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss35750ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps35750ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss39170TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm3420TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm3420TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps35750TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-6795ExcessOfRevenueOverExpenses
Net Investment Income14105NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY4750CashBOY
Cash EOY20429CashEOY
Cash EOYFMV20429CashEOYFMV
Savings And Temp Cash Invst BOY10692SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY9900SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV9901SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY151753InvestmentsCorpStockBOY
Investments Corp Stock EOY130071InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV223230InvestmentsCorpStockEOYFMV
Other Assets BOY255OtherAssetsBOY
Other Assets EOY255OtherAssetsEOY
Other Assets EOYFMV255OtherAssetsEOYFMV
Total Assets BOY167450TotalAssetsBOY
Total Assets EOY160655TotalAssetsEOY
Total Assets EOYFMV253815TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY167450RetainedEarningsBOY
Retained Earnings EOY160655RetainedEarningsEOY
Total Net Assets BOY167450TotalNetAssetsBOY
Total Net Assets EOY160655TotalNetAssetsEOY
Total Liabilities Net Assets BOY167450TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY160655TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY167450TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-6795ExcessOfRevenueOverExpenses
Subtotal160655Subtotal
Total Net Assets Fund Balances EOY160655TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income15422CapitalGainNetIncome

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax282InvestmentIncomeExciseTax
Subtotal282Subtotal
Tax Based On Investment Income282TaxBasedOnInvestmentIncome
Tax Due282TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1HAYASHI & WAYLANDBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number8316478055BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1660 CAMINO AGUAJITO STE 300AddressLine1
CityMONTEREYCity
StateCAState
ZIP Code93940ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
JEFFREY D BUSCH
150 SAN BENANCIO RDSALINASCA939089146Director1.000
ELLYN D BUSCH ESSIG
150 SAN BENANCIO RDSALINASCA939089146Secretary1.000
PETER S BUSCH
150 SAN BENANCIO RDSALINASCA939089146CFO1.000
FRANK B BUSCH
150 SAN BENANCIO RDSALINASCA939089146Vice President1.000
GREGORY J BUSCH
150 SAN BENANCIO RDSALINASCA939089146Vice President1.000
RALPH B BUSCH III
150 SAN BENANCIO RDSALINASCA939089146President1.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities287987AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances19834AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets307821TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets307821AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable4617CashDeemedCharitable
Net Noncharitable Assets303204NetNoncharitableAssets
Minimum Investment Return15160MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return15160MinimumInvestmentReturn
Tax Based On Investment Income282TaxBasedOnInvestmentIncome
Total Tax282TotalTax
Distributable Amount Before Adj14878DistributableAmountBeforeAdj
Distributable Amount Before Ded14878DistributableAmountBeforeDed
Distributable Amount As Adjusted14878DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions35750ExpensesAndContributions
Qualifying Distributions35750QualifyingDistributions
Adj Qualifying Distributions35750AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted14878DistributableAmountAsAdjusted
Excess Distri Carryover Year24982ExcessDistriCarryoverYear2
Excess Distri Carryover Year110510ExcessDistriCarryoverYear1
Total Excess Distri Carryover15492TotalExcessDistriCarryover
Qualifying Distributions35750QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year14878AppliedToCurrentYear
Remaining Distri From Corpus20872RemainingDistriFromCorpus
Total Corpus36364TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year36364ExcessDistriCyovToNextYear
Excess From Year24982ExcessFromYear2
Excess From Year110510ExcessFromYear1
Excess From Current Year20872ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerRALPH B BUSCH IIIContributingManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameR MICHAEL GREEN CPARecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1660 CAMINO AGUAJITO 300AddressLine1
CityMONTEREYCity
StateCAState
ZIP Code93940ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number8316478055RecipientPhoneNumber
Form And Info And MaterialsLETTERFormAndInfoAndMaterials
Submission DeadlinesNO DEADLINESubmissionDeadlines
Restrictions On AwardsNO RESTRICTIONS OR LIMITATIONS ON AWARDS.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
THE LEADERSHIP INSTITUTE
1101 NORTH HIGHLAND STREETARLINGTONVA22201NONEEXEMPTGENERAL$1,000
TOTAL LIFE CHRISTIAN CENTER
660 N VENTURA AVEVENTURACA93001NONEEXEMPTGENERAL$1,250
GEN GIAMMANCO FOUNDATION
PO BOX 2046MONTEREYCA93942NONEEXEMPTGENERAL$500
MIAMI UNIVERSITY
501 EAST HIGH STREETOXFORDOH45056NONEEXEMPTGENERAL$19,500
PALMA HIGH SCHOOL
919 IVERSONSALINASCA93901NONEEXEMPTGENERAL$1,000
NOTRE DAME FOUNDATION
455 PALMA DRIVESALINASCA93901NONEEXEMPTGENERAL$12,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year35750TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2,103ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income15422RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$2,103ExclusionAmount
Related Or Exempt Function Income15422RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA17525TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualETHEL D BUSCHContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1150 SAN BENANCIO ROADAddressLine1
CitySALINASCity
StateCAState
ZIP Code93908ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions14750AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
Amount$3,175Amount
Net Investment Income3175NetInvestmentIncome
Adjusted Net Income3175AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of Stock5,250 SHS BERRY PETE COMPANYNameOfStock
EOY Book Value130071EOYBookValue
EOYFMV223230EOYFMV

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionORGANIZATIONAL COSTSDescription
BOY Book Value255BOYBookValue
EOY Book Value255EOYBookValue
EOYFMV255EOYFMV

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncome
UNTITED STATES TREASURY$215215215
SECTARY OF STATE$202020
FTB$101010

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