JEFF AND CARLA COLE FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
JEFF AND CARLA COLE FOUNDATION INC (EIN 32-0044056)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-03-28
IRS object ID
201240889349100209
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)
Timestamp2012-03-28T19:07:46-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN770499266EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1RUSSELL MAININI & FRANKLIN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1615 CLARION COURT SUITE 1AddressLine1
CitySAN LUIS OBISPOCity
StateCAState
ZIP Code93401ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN320044056EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JEFF AND CARLA COLE FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCOLENameControl
Phone8055437321Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13550 BROAD STREETAddressLine1
CitySAN LUIS OBISPOCity
StateCAState
ZIP Code93401ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJEFFREY A COLEName
TitlePRESIDENTTitle
Phone8057813645Phone
Date Signed2012-03-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRONALD A MAININI CPAName
PTINP00822942PTIN
Phone8055447094Phone
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 EOY12657FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss20000ContriReceivedRevAndExpnss
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses20000TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss390AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss10TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss400TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss7075ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps7075ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss7475TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps7075TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses12525ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY132CashBOY
Cash EOY12657CashEOY
Cash EOYFMV12657CashEOYFMV
Land Building And Equipment Basis3500LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip3500AccumDeprecLandBldgAndEquip
Total Assets BOY132TotalAssetsBOY
Total Assets EOY12657TotalAssetsEOY
Total Assets EOYFMV12657TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY7261CapitalStockBOY
Capital Stock EOY7261CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY-7129RetainedEarningsBOY
Retained Earnings EOY5396RetainedEarningsEOY
Total Net Assets BOY132TotalNetAssetsBOY
Total Net Assets EOY12657TotalNetAssetsEOY
Total Liabilities Net Assets BOY132TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY12657TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY132TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses12525ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal12657Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY12657TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year10QualifyingDistributionsYear1
Noncharitable Assets Year1137NoncharitableAssetsYear1
Distribution Ratio Year10.0DistributionRatioYear1
Qualifying Distributions Year21200QualifyingDistributionsYear2
Noncharitable Assets Year20NoncharitableAssetsYear2
Distribution Ratio Year20.0DistributionRatioYear2
Qualifying Distributions Year39170QualifyingDistributionsYear3
Noncharitable Assets Year31055NoncharitableAssetsYear3
Distribution Ratio Year38.691943DistributionRatioYear3
Qualifying Distributions Year47575QualifyingDistributionsYear4
Noncharitable Assets Year4-950NoncharitableAssetsYear4
Distribution Ratio Year40.0DistributionRatioYear4
Qualifying Distributions Year56750QualifyingDistributionsYear5
Noncharitable Assets Year50NoncharitableAssetsYear5
Distribution Ratio Year50.0DistributionRatioYear5
Total Distribution Ratio8.691943TotalDistributionRatio
Average Distribution Ratio1.738389AverageDistributionRatio
Net Noncharitable Assets6395NetNoncharitableAssets
Adjusted Noncharitable Assets11117AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One11117AdjNonchrtblAssetsAndOnePct
Qualifying Distributions7075QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameRONALD A MAININIBooksInCareOfPersonName
Books In Care Of Phone Number8055447094BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1615 CLARION COURT SUITE 1AddressLine1
CitySAN LUIS OBISPOCity
StateCAState
ZIP Code93401ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JEFFREY A COLE
2530 SOFTCHESS PLACEARROYO GRANDECA93420PRESIDENT/TREAS/DIRECTOR1.00000
CARLA A COLE
2530 SOFTCHESS PLACEARROYO GRANDECA93420SECRETARY/DIRECTOR1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1OPERATION OUTREACHDescription1
Expenses10Expenses1
Description2HOSPICE PARTNERSDescription2
Expenses20Expenses2
Description3SALVATION ARMYDescription3
Expenses30Expenses3
Description4MISSION CATHOLIC CHURCHDescription4
Expenses40Expenses4

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances6395AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets6395TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets6395AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable0CashDeemedCharitable
Net Noncharitable Assets6395NetNoncharitableAssets
Minimum Investment Return320MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return320MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj320DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded320DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted320DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions7075ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions7075QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions7075AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted320DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year56750ExcessDistriCarryoverYear5
Excess Distri Carryover Year47575ExcessDistriCarryoverYear4
Excess Distri Carryover Year39117ExcessDistriCarryoverYear3
Excess Distri Carryover Year21200ExcessDistriCarryoverYear2
Total Excess Distri Carryover24642TotalExcessDistriCarryover
Qualifying Distributions7075QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year320AppliedToCurrentYear
Remaining Distri From Corpus6755RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus31397TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year56750ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year24647ExcessDistriCyovToNextYear
Excess From Year47575ExcessFromYear4
Excess From Year39117ExcessFromYear3
Excess From Year21200ExcessFromYear2
Excess From Current Year6755ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
HOSPICE PARTNERS
1340 PACIFIC STREETSAN LUIS OBISPOCA93401NONEIRC 501(C)(3)CONTRIBUTION TO ORGANIZATIONS PURPOSE$550
ALZHEIMER'S ASSOCIATION
3480 S HIGUERA STREET SUITE 120SAN LUIS OBISPOCA93401NONEIRC 501(C)(3)CONTRIBUTION TO ORGANIZATIONS PURPOSE$50
AMERICAN LUNG ASSOCIATION
1301 PENNSYLVANIA AVENUE NWWASHINGTONDC20004NONEIRC 501(C)(3)CONTRIBUTION TO ORGANIZATIONS PURPOSE$250
OPERATION OUTREACH
PO BOX 529MURRYSVILLEPA15668NONEIRC 501(C)(3)CONTRIBUTION TO ORGANIZATIONS PURPOSE$4,225
SALVATION ARMY
815 ISLAY STREETSAN LUIS OBISPOCA93401NONEIRC 501(C)(3)CONTRIBUTION TO ORGANIZATIONS PURPOSE$500
MISSION CHURCH
751 PALM STREETSAN LUIS OBISPOCA93401NONEIRC 501(C)(3)CONTRIBUTION TO ORGANIZATIONS PURPOSE$500
LOS RANCHOS PTA
5785 LOS RANCHOS ROADSAN LUIS OBISPOCA93401NONEIRC 501(C)(3)CONTRIBUTION TO ORGANIZATIONS PURPOSE$50
MAKE A WISH FOUNDATION
4742 N 24TH STREET SUITE 400PHOENIXAZ85016NONEIRC 501(C)(3)CONTRIBUTION TO ORGANIZATIONS PURPOSE$250
TRANSITIONS
277 SOUTH STREETSAN LUIS OBISPOCA93401NONEIRC 501(C)(3)CONTRIBUTION TO ORGANIZATIONS PURPOSE$100
MAXINE LEWIS MEMORIAL SHELTER
750 ORCUTT ROADSAN LUIS OBISPOCA93401NONEIRC 501(C)(3)CONTRIBUTION TO ORGANIZATIONS PURPOSE$100
FISHER HOUSE FOUNDATION
111 ROCKVILLE PIKE SUITE 420ROCKVILLEMD20850NONEIRC 501(C)(3)CONTRIBUTION TO ORGANIZATIONS PURPOSE$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year7075TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA0TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualJEFF CARLA COLEContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line12530 SOFTCHESS PLACEAddressLine1
CityARROYO GRANDECity
StateCAState
ZIP Code93420ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions20000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$390Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameJEFFREY A CARLA A COLEPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line12530 SOFTCHESS PLACEAddressLine1
CityARROYO GRANDECity
StateCAState
ZIP Code93420ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryCALIFORNIA FRANCHISE TAXCategory
Amount$10Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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