GRIFFIN-PHOENIX FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GRIFFIN-PHOENIX FOUNDATION (EIN 68-0398515)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-05
- IRS object ID
- 202400969349100925
- Schema version
- 2023v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-05T17:09:43-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BLVD STE 500 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680398515 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIFFIN PHOENIX FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRIF | BusinessNameControlTxt |
| Phone | 4158479667 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 EAST SIR FRANCIS DRAKE BLVD 3 | AddressLine1Txt |
| City | LARKSPUR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94939 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GUS CONSTANTIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4158479667 | PhoneNum |
| Signature | 2024-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GUS | PersonFirstNm |
| Person Last | CONSTANTIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2024-04-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $248,026 | 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 | $6,325 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,898 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,898 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,289 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,926 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,289 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,521 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,196 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $630 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,670 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $108 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $177 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $738 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,695 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,610 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $738 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,695 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,089 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,458 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,970 | CashBOYAmt |
| Cash EOY | $6 | CashEOYAmt |
| Cash EOYFMV | $6 | CashEOYFMVAmt |
| US Government Obligations BOY | $76 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $12,079 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,079 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $222,697 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $221,885 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $235,941 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $224,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $233,970 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $248,026 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,516 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,516 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $224,743 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $224,454 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $224,743 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $224,454 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $224,743 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $233,970 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $224,743 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,089 | ExcessRevenueOverExpensesAmt |
| Other Increases | $800 | OtherIncreasesAmt |
| Subtotal | $224,454 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $224,454 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $12,000 | $10,637 | $1,363 | $1,363 |
| CAPITAL GAIN DIVIDENDS | P | $5,926 | $5,926 | $5,926 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,289 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $145 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $145 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $145 | 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 | $0 | EsPenaltyAmt |
| Tax Due | $145 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUS CONSTANTIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4158479667 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 EAST SIR FRANCIS DRAKE BLVD 301 | AddressLine1Txt |
| City | LARKSPUR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94939 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| GUS CONSTANTIN | ||||||||
| 2401 KERNER BLVD | SAN RAFAEL | CA | 94901 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| ANDREW CONSTANTIN | ||||||||
| 2401 KERNER BLVD | SAN RAFAEL | CA | 94901 | CFO | 0.25 | $0 | $0 | $0 |
| MARY JANE CONSTANTIN | ||||||||
| 2401 KERNER BLVD | SAN RAFAEL | CA | 94901 | DIRECTOR | 0.25 | $0 | $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 | $226,080 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,698 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $228,778 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $228,778 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,432 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $225,346 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $145 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $145 | TotalTaxAmt |
| Distributable Before Adj | $11,122 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,122 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,122 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,695 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,695 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,122 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,465 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,293 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,719 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,908 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,890 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,275 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,695 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,122 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,573 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,848 | 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 | $1,465 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,383 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,293 | ExcessFromYear4Amt |
| Excess From Year3 | $6,719 | ExcessFromYear3Amt |
| Excess From Year2 | $4,908 | ExcessFromYear2Amt |
| Excess From Year1 | $5,890 | ExcessFromYear1Amt |
| Excess From Current Year | $6,573 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GUS CONSTANTIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | ||||||||
| 1300 WILSON BOULEVARD SUITE 600 | ARLINGTON | VA | 22209 | N/A | PC | MEDICAL RESEARCH | $300 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 4311 11TH AVE NE SUITE 300 | SEATTLE | WA | 98105 | N/A | PC | MEDICAL RESEARCH | $300 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 1701 NORTH BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | N/A | PC | MEDICAL RESEARCH | $300 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 37839 | BOONE | IA | 500370839 | N/A | PC | CALAMITY SUPPORT | $300 | |
| ASPCA (AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS) | ||||||||
| PO BOX 96929 | WASHINGTON | DC | 200906929 | N/A | PC | SUPPORT FOR ANIMAL PRESERVATION | $300 | |
| BAY AREA RESCUE MISSION | ||||||||
| 2114 MACDONALD AVE | RICHMOND | CA | 94801 | N/A | PC | SUPPORT FOR HOMELESS AND DISABLED | $300 | |
| CATHOLIC RELIEF SERVICES | ||||||||
| PO BOX 17152 | BALTIMORE | MD | 212968452 | N/A | PC | CALAMITY SUPPORT | $300 | |
| CHILDREN'S CANCER RESEARCH FUND | ||||||||
| 7301 OHMS LANE SUITE 355 | MINNEAPOLIS | MN | 55439 | N/A | PC | MEDICAL RESEARCH AND SUPPORT FOR CHILDREN | $300 | |
| COVENANT HOUSE | ||||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | N/A | PC | SUPPORT FOR HOMELESS AND DISABLED | $300 | |
| DEFENDERS OF ANIMAL RIGHTS INC | ||||||||
| 14412 OLD YORK RD | PHOENIX | AZ | 21131 | N/A | PC | SUPPORT FOR ANIMAL ABUSE | $200 | |
| DISABLED VETERANS NATIONAL FOUNDATION | ||||||||
| 4601 FORBES BLVD SUITE 130 | LANHAM | MD | 20706 | N/A | PC | VETERANS RELATED | $200 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | MEDICAL RESEARCH | $300 | |
| FEED THE CHILDREN | ||||||||
| 333 N MERIDIAN | OKLAHOMA CITY | OK | 73107 | N/A | PC | SUPPORT FOR POOR AND NEEDY | $300 | |
| GARY SINISE FOUNDATION | ||||||||
| PO BOX 40276 | NASHVILLE | TN | 37204 | N/A | PC | VETERANS RELATED | $200 | |
| GLIDE FOUNDATION | ||||||||
| 330 ELLIS STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | SUPPORT FOR POOR AND NEEDY | $300 | |
| GUIDE DOGS FOR THE BLIND INC | ||||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | N/A | PC | SUPPORT FOR HOMELESS AND DISABLED | $200 | |
| HABITAT FOR HUMANITY | ||||||||
| 285 PEACHTREE CENTER AVE NE SUITE | ATLANTA | GA | 30303 | N/A | PC | SUPPORT FOR HOMELESS AND DISABLED | $300 | 2700 |
| IOCC INC (INTERNATIONAL ORTHODOX CHRISTIAN CHARITIES) | ||||||||
| 110 WEST ROAD SUITE 360 | BALTIMORE | MD | 21204 | N/A | PC | SUPPORT FOR POOR AND NEEDY | $400 | |
| LIFEHOUSE | ||||||||
| 18 PROFESSIONAL CENTER PARKWAY | SAN RAFAEL | CA | 94903 | N/A | PC | SUPPORT FOR HOMELESS AND DISABLED | $300 | |
| MAKE-A-WISH | ||||||||
| 1702 E HIGHLAND AVE | PHOENIX | AZ | 85016 | N/A | PC | MEDICAL RESEARCH AND SUPPORT FOR CHILDREN | $200 | |
| NATIONAL FOUNDATION FOR CANCER RESEARCH | ||||||||
| 5515 SECURITY LANE SUITE 1105 | ROCKVILLE | MD | 20852 | N/A | PC | MEDICAL RESEARCH | $300 | |
| PETA | ||||||||
| 501 FRONT STREET | NORFOLK | VA | 23510 | N/A | PC | SUPPORT FOR ANIMAL ABUSE | $200 | |
| PREVENT CHILD ABUSE AMERICA | ||||||||
| 288 SO WABASH AVE 10TH FLOOR | CHICAGO | IL | 60604 | N/A | PC | ABUSE SUPPORT | $300 | |
| RONALD MCDONALD HOUSE CHARITIES OF NORTHERN CALIFORNIA | ||||||||
| 2555 49TH STREET | SACRAMENTO | CA | 95817 | N/A | PC | MEDICAL RESEARCH AND SUPPORT FOR CHILDREN | $500 | |
| SENIOR ACCESS | ||||||||
| 70 SKYVIEW TERRACE | SAN RAFAEL | CA | 94903 | N/A | PC | SUPPORT OF OLD AGE SERVICES | $500 | |
| SF - MARIN FOOD BANK | ||||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | N/A | PC | SUPPORT FOR POOR AND NEEDY | $300 | |
| SHRINER'S HOSPITALS FOR CHILDREN | ||||||||
| 1275 E FAIRFAX RD | SALT LAKE CITY | UT | 84103 | N/A | PC | MEDICAL RESEARCH AND SUPPORT FOR CHILDREN | $600 | |
| SIERRA CLUB FOUNDATION (JOHN MUIR SOCIETY) | ||||||||
| 2101 WEBSTER ST STE 1300 | OAKLAND | CA | 94612 | N/A | PC | SUPPORT FOR WILDERNESS PRESERVATION | $300 | |
| SMILE TRAIN | ||||||||
| 633 THIRD AVENUE 9TH FLLOOR | NEW YORK | NY | 10017 | N/A | PC | MEDICAL RESEARCH AND SUPPORT FOR CHILDREN | $200 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | MEDICAL RESEARCH AND SUPPORT FOR CHILDREN | $700 | |
| ST VINCENT DE PAUL SOCIETY OF MARIN | ||||||||
| 820 B ST | SAN RAFAEL | CA | 94901 | N/A | PC | SUPPORT FOR POOR AND NEEDY | $300 | |
| THE BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 28 WEST 44TH ST SUITE 609 | NEW YORK | NY | 10036 | N/A | PC | MEDICAL RESEARCH | $300 | |
| THE NATIONAL WILDLIFE FOUNDATION | ||||||||
| 11100 WILDLIFE CENTER DR | RESTON | VA | 20190 | N/A | PC | SUPPORT FOR ANIMAL PRESERVATION | $300 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 22203 | N/A | PC | SUPPORT FOR WILDERNESS PRESERVATION | $300 | |
| THE SALVATION ARMY - SAN RAFAEL CORPS | ||||||||
| 351 MISSION AVE | SAN RAFAEL | CA | 94901 | N/A | PC | SUPPORT FOR POOR AND NEEDY | $300 | |
| VIVALON (AKA WHISTLESTOP) | ||||||||
| 930 TAMALPAIS AVE | SAN RAFAEL | CA | 94901 | N/A | PC | SUPPORT OF OLD AGE SERVICES | $400 | |
| WOMEN AGAINST ABUSE | ||||||||
| 100 S BROAD ST 1341 | PHILADELPHIA | PA | 19102 | N/A | PC | ABUSE SUPPORT | $300 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 200371193 | N/A | PC | SUPPORT FOR ANIMAL PRESERVATION | $300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,898 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,289 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,196 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,196 | 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 | GUS CONSTANTIN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 KERNER BLVD | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,325 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $6,300 | Amt |
| Net Investment Income | $630 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,670 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $12,079 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,079 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITIES | AT COST | $152,984 | $172,154 |
| FIXED INCOME | AT COST | $68,901 | $63,787 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS RETURNED | Desc |
| Amt | $800 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK OVERDRAFT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $9,516 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $108 | Amt |
| Net Investment Income | $108 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SECTION 4940 TAXES | CategoryTxt |
| Amt | $177 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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