JA COMMUNITY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JA COMMUNITY FOUNDATION (EIN 47-5147963)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202641359349103349
- Schema version
- 2025v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T13:48:44-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261367143 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAVOLIO & TALLMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 N CALIFORNIA BLVD SUITE 610 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475147963 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JA COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACO | BusinessNameControlTxt |
| Phone | 8004006633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 GRAND AVENUE 1530 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN DIVIZICH | PersonNm |
| Person Title | CHIEF EXECUTIVE | PersonTitleTxt |
| Phone | 8004006633 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS A YOST | PreparerPersonNm |
| PTIN | P01671197 | PTIN |
| Phone | 4159561750 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,770 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $141,900 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,901 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,901 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $100,983 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $562,326 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $100,983 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $253,797 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,897 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $260 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $26 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $234 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,580 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $458 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,122 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,413 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $241 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,172 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,157 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $146 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $15 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $131 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $210,895 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,414 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $187,446 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $231,951 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,404 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $205,355 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $386,120 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $386,120 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $618,071 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,404 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $591,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$364,274 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,493 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,953 | CashBOYAmt |
| Cash EOY | $2,154 | CashEOYAmt |
| Cash EOYFMV | $2,154 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $73,689 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,616 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,616 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $154,600 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $132,950 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $376,192 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,770 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,770 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $376,192 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,770 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $376,192 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,770 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $376,192 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,770 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $376,192 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$364,274 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,918 | SubtotalAmt |
| Other Decreases | $148 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,770 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $561,918 | $461,343 | $100,575 | $100,575 | |
| CAPITAL GAINS DIVIDENDS | $408 | $408 | $408 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $100,983 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,202 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,202 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,202 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $59 | EsPenaltyAmt |
| Tax Due | $1,261 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JAGIVES.ORG | WebsiteAddressTxt |
| Individual With Books | JA HEALTH BENEFITS TRUST | IndividualWithBooksNm |
| Phone | 8004006633 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 GRAND AVENUE NO 1530 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CAROLE YAMAKOSHI | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | VICE-PRESIDENT & DIRECTOR | 2.00 | $0 | $0 | $0 |
| DOUG URATA | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | PRESIDENT & DIRECTOR | 2.00 | $2,500 | $0 | $0 |
| EDWARD ODA | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | DIRECTOR | 2.00 | $2,500 | $0 | $0 |
| GAYLE KONO | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | DIRECTOR | 0.50 | $2,500 | $0 | $0 |
| GREGORY MUKAI | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JAMES OSHIMA | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | TREASURER & DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| PETER NAKASO | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| STEPHEN DIVIZICH | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | CHIEF EXECUTIVE | 20.00 | $0 | $0 | $0 |
| CAROLE NISHITA | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | SECRETARY & DIRECTOR | 2.00 | $2,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $269,023 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $99,036 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $368,059 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $368,059 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,521 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $362,538 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,127 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,202 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,202 | TotalTaxAmt |
| Distributable Before Adj | $16,925 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,925 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,925 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $591,475 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $591,475 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,925 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $267,522 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $715,730 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $485,420 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $541,580 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $532,088 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,542,340 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $591,475 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,925 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $574,550 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,116,890 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $267,522 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,849,368 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $715,730 | ExcessFromYear4Amt |
| Excess From Year3 | $485,420 | ExcessFromYear3Amt |
| Excess From Year2 | $541,580 | ExcessFromYear2Amt |
| Excess From Year1 | $532,088 | ExcessFromYear1Amt |
| Excess From Current Year | $574,550 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CENTRAL CALIFORNIA NIKKEI FOUNDATION | ||||||
| 540 S PEACH AVE | FRESNO | CA | 93727 | PC | COMMUNITY OUTREACH | $20,000 |
| FRIENDS OF MINIDOKA | ||||||
| 893 SUN WAY | TWIN FALLS | ID | 83301 | PC | COMMUNITY OUTREACH | $5,000 |
| JAHSSD | ||||||
| PO BOX 22349 | SAN DIEGO | CA | 921922349 | PC | COMMUNITY OUTREACH | $5,120 |
| JAN KEN PO GAKKO | ||||||
| 9040 HIGH TECH CT | ELK GROVE | CA | 95758 | PC | COMMUNITY OUTREACH | $15,000 |
| JAPANESE AMERICAN MEMORIAL PILGRIMAGES | ||||||
| 140 SEABREEZE PLACE | APTOS | CA | 95003 | PC | COMMUNITY OUTREACH | $25,000 |
| JAPANESE AMERICAN MUSEUM OF OREGON | ||||||
| 411 NW FLANDERS ST STE 100 | PORTLAND | OR | 97209 | PC | COMMUNITY OUTREACH | $5,000 |
| J-SEI INC | ||||||
| 1285 66TH STREET | EMERYVILLE | CA | 95608 | PC | COMMUNITY OUTREACH | $25,000 |
| NEW MEXICO JACL | ||||||
| PO BOX 3707 | ALBUQUERQUE | NM | 871767074 | PC | COMMUNITY OUTREACH | $20,000 |
| NIKKEI HERITAGE ASSOCIATION OF WASHINGTON | ||||||
| 1414 S WELLER STREET | SEATTLE | WA | 98144 | PC | COMMUNITY OUTREACH | $15,000 |
| NISEI VETERANS MEMORIAL CENTER | ||||||
| PO BOX 216 | KAHULUI | HI | 96733 | PC | COMMUNITY OUTREACH | $10,000 |
| POSTON COMMUNITY ALLIANCE | ||||||
| 1902 STRAYHORN RD | PLEASANT HILL | CA | 94523 | PC | COMMUNITY OUTREACH | $5,000 |
| SAN DIEGO CHAPTER JACL | ||||||
| 2317 MICA ROAD | CARLSBAD | CA | 92009 | PC | COMMUNITY OUTREACH | $12,500 |
| TOPAZ MUSEUM | ||||||
| 55 W MAIN STREET | DELTA | UT | 84624 | PC | COMMUNITY OUTREACH | $25,000 |
| ST LOUIS JACL | ||||||
| 729 TURRENTINE TRAIL | CREVE COEUR | MO | 63141 | PC | COMMUNITY OUTREACH | $7,500 |
| ASIAN CULTURAL EXPERIENCE OF SALINAS | ||||||
| PO BOX 574 | SALINAS | CA | 93902 | PC | COMMUNITY OUTREACH | $12,000 |
| GENRYU ARTS | ||||||
| 2345 BUSH ST APT 12 | SAN FRANCISCO | CA | 94115 | PC | COMMUNITY OUTREACH | $15,000 |
| JACL - MARYSVILLE CHAPTER | ||||||
| PO BOX 45397 | SAN FRANCISCO | CA | 94115 | PC | COMMUNITY OUTREACH | $20,000 |
| CJAHS | ||||||
| 745 BEAVER ROAD | GLENVIEW | IL | 60025 | PC | COMMUNITY OUTREACH | $15,000 |
| SACRAMENTO JACL | ||||||
| PO BOX 22098 | SACRAMENTO | CA | 95822 | PC | COMMUNITY OUTREACH | $50,000 |
| SAN JOAQUIN COUNTY HISTORICAL SOCIETY | ||||||
| PO BOX 30 | LODI | CA | 95241 | PC | COMMUNITY OUTREACH | $25,000 |
| COLLABORATIVE CATALOGING JAPAN | ||||||
| 5927 PULASKI AVENUE | PHILADELPHIA | PA | 19144 | PC | COMMUNITY OUTREACH | $15,000 |
| NISEI BASEBALL RESEARCH PROJECT | ||||||
| 4728 N GLENN AVE | FRESNO | CA | 93704 | PC | COMMUNITY OUTREACH | $10,000 |
| JACL - MT OLYMPUS CHAPTER | ||||||
| 1715 W WESTBURY WAY 8 | LEHI | UT | 84043 | PC | COMMUNITY OUTREACH | $10,000 |
| JACL- ARIZONA CHAPTER | ||||||
| 5414 W GLENN DRIVE | GLENDALE | AZ | 85301 | PC | COMMUNITY OUTREACH | $8,000 |
| TUNA CANYON DETENTION STATION COALITION | ||||||
| 12953 BRANFORD ST | ARLETA | CA | 91331 | PC | COMMUNITY OUTREACH | $6,000 |
| ZENTOKU FOUNDATION | ||||||
| PO BOX 27187 | SANTA ANA | CA | 92799 | PC | COMMUNITY OUTREACH | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $386,120 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,901 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $100,983 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $111,897 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,897 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JA HEALTH BENEFITS TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 GRAND AVENUE NO 1530 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $141,900 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,580 | Amt |
| Net Investment Income | $458 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,122 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $260 | LegalFeesAmt |
| Net Investment Income | $26 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $234 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING ADJUSTMENT | Desc |
| Amt | $148 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISOR FEES | $2,586 | $2,586 | $0 |
| BUSINESS REGISTRATION FEE | $75 | $8 | $67 |
| OPERATIONS EXPENSE | $208,000 | $20,800 | $187,200 |
| BANK FEES | $39 | $4 | $35 |
| PENALTY | $35 | $0 | $0 |
| BUSINESS EXPENSE | $160 | $16 | $144 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTHERN TRUST #0714 | Desc |
| Revenue And Expenses Per Books | $13 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONTRACT SERVICES | CategoryTxt |
| Amt | $2,413 | Amt |
| Net Investment Income | $241 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,172 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $1,157 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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