JA COMMUNITY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JA COMMUNITY FOUNDATION (EIN 47-5147963)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202411319349103071
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T19:51:14-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | DIVIZICH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | JEFFREY MESSERSCHMIDT | PreparerPersonNm |
| PTIN | P01345672 | PTIN |
| Phone | 4159561750 | PhoneNum |
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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $929,325 | 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 | $22,300 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $35,836 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,836 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,856 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $568,980 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $52,305 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,861 | 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 |
| Accounting Fees Rev And Expnss | $3,490 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $349 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,141 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $695 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $625 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,385 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $371 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,104 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $110 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $994 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $216,737 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,783 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $187,907 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $235,911 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,933 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $203,917 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $635,911 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,933 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $603,917 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$583,606 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,928 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,010 | CashBOYAmt |
| Cash EOY | $17,397 | CashEOYAmt |
| Cash EOYFMV | $17,397 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $100,856 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $74,514 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $74,514 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $613,606 | CorporateStockBOYAmt |
| Corporate Stock EOY | $372,632 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $514,914 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $655,383 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $371,354 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $322,500 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $29 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,418,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $835,897 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $929,325 | 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 | $1,418,884 | RetainedEarningBOYAmt |
| Retained Earning EOY | $835,897 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,418,884 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $835,897 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,418,884 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $835,897 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,418,884 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$583,606 | ExcessRevenueOverExpensesAmt |
| Other Increases | $619 | OtherIncreasesAmt |
| Subtotal | $835,897 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $835,897 | 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 | $560,456 | $574,836 | -$14,380 | -$14,380 | |
| CAPITAL GAINS DIVIDENDS | $8,524 | $8,524 | $8,524 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,856 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $68 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $68 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $68 | 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 | $68 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL NISHITA | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | SECRETARY & DIRECTOR | 2.00 | $0 | $0 | $0 |
| CAROLE YAMAKOSHI | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DOUG URATA | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | VICE-PRESIDENT & DIRECTOR | 2.00 | $1,250 | $0 | $0 |
| DR LEROY MORISHITA | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | PRESIDENT & DIRECTOR | 0.50 | $1,250 | $0 | $0 |
| EDWARD ODA | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | DIRECTOR | 2.00 | $0 | $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 | $2,500 | $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 | $2,500 | $0 | $0 |
| STEPHEN DIVIZICH | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | CHIEF EXECUTIVE | 20.00 | $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 | $1,030,799 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $236,305 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,267,104 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,267,104 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,007 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,248,097 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,405 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $62,405 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $68 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $68 | TotalTaxAmt |
| Distributable Before Adj | $62,337 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,337 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,337 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $603,917 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $603,917 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,337 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $262,093 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $414,810 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $267,522 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $715,730 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $485,420 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,145,575 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $603,917 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,337 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $541,580 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,687,155 | 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 | $262,093 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,425,062 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $414,810 | ExcessFromYear4Amt |
| Excess From Year3 | $267,522 | ExcessFromYear3Amt |
| Excess From Year2 | $715,730 | ExcessFromYear2Amt |
| Excess From Year1 | $485,420 | ExcessFromYear1Amt |
| Excess From Current Year | $541,580 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BIJAEMA | |||||||
| 221 WINSLOW WAY W SUITE 206 | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | COMMUNITY OUTREACH | $25,000 | |
| CENTRAL CALIFORNIA NIKKEI FOUNDATION | |||||||
| 540 S PEACH AVE | FRESNO | CA | 93727 | 501(C)(3) | COMMUNITY OUTREACH | $31,500 | |
| FRESNO PHILHARMONIC | |||||||
| 726 W BARSTOW AVE SUITE 106 | FRESNO | CA | 93704 | 501(C)(3) | COMMUNITY OUTREACH | $10,000 | |
| FRIENDS OF MINIDOKA | |||||||
| 893 SUN WAY | TWIN FALLS | ID | 83301 | 501(C)(3) | COMMUNITY OUTREACH | $6,000 | |
| GRATEFUL CRANE ENSEMBLE | |||||||
| 595 LINCOLN AVENUE 205 | PASADENA | CA | 91103 | 501(C)(3) | COMMUNITY OUTREACH | $7,500 | |
| J-SEI INC | |||||||
| 1285 66TH STREET | EMERYVILLE | CA | 95608 | 501(C)(3) | COMMUNITY OUTREACH | $10,000 | |
| JAPAN-AMERICA SOCIETY OF DALLASFORT WORTH | |||||||
| 500 NORTH CENTRAL EXPRESSWAY SUITE | PLANO | TX | 75074 | 501(C)(3) | COMMUNITY OUTREACH | $5,000 | 201 |
| JAPANESE AMERICAN CITIZENS LEAGUE - NCWNP | |||||||
| 1765 SUTTER STREET | SAN FRANCISCO | CA | 94115 | 501(C)(3) | COMMUNITY OUTREACH | $11,000 | |
| JAPANESE AMERICAN CITIZENS LEAGUE - WASHINGTON DC | |||||||
| 6 STEVENS COURT | ROCKVILLE | MD | 20850 | 501(C)(3) | COMMUNITY OUTREACH | $10,000 | |
| JAPANESE ANCESTRAL SOCIETY | |||||||
| 1333 SE 28TH AVE | PORTLAND | OR | 97214 | 501(C)(3) | COMMUNITY OUTREACH | $10,000 | |
| JAPANESE COMMUNITY PIONEER CENTER | |||||||
| 244 SAN PEDRO STREET SUITE 301 | LOS ANGELES | CA | 90012 | 501(C)(3) | COMMUNITY OUTREACH | $7,000 | |
| JB LINE INC | |||||||
| 99 MASSACHUSETTS AVE NO 6 | ARLINGTON | MA | 02474 | 501(C)(3) | COMMUNITY OUTREACH | $4,500 | |
| KIMOCHI INC | |||||||
| 1715 BUCHANAN STREET | SAN FRANCISCO | CA | 94115 | 501(C)(3) | COMMUNITY OUTREACH | $25,000 | |
| KIZUNA LITTLE TOKYO INC | |||||||
| 244 S SAN PEDRO ST SUITE 504 | LOS ANGELES | CA | 90012 | 501(C)(3) | COMMUNITY OUTREACH | $10,000 | |
| LAS VEGAS OKINAWAN CLUB | |||||||
| 120 CHARTAN AVE | LAS VEGAS | NV | 89183 | 501(C)(3) | COMMUNITY OUTREACH | $6,000 | |
| LITTLE TOKYO COMMUNITY COUNCIL | |||||||
| 106 1/2 JUDGE JOHN AISO STREET | LOS ANGELES | CA | 90012 | 501(C)(3) | COMMUNITY OUTREACH | $15,000 | SUITE 172 |
| LTSC COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 231 E 3RD ST SUITE G106 | LOS ANGELES | CA | 90013 | 501(C)(3) | COMMUNITY OUTREACH | $5,000 | |
| MANZANAR COMMITTEE | |||||||
| 1566 CURRAN ST | LOS ANGELES | CA | 90026 | 501(C)(3) | COMMUNITY OUTREACH | $5,000 | |
| MEALS ON WHEELS BY ACC | |||||||
| 7375 PARK CITY DRIVE | SACRAMENTO | CA | 95831 | 501(C)(3) | COMMUNITY OUTREACH | $16,000 | |
| MINIDOKA PILGRIMAGE PLANNING COMMITTEE | |||||||
| 3114 22ND AVE SOUTH | SEATTLE | WA | 98144 | 501(C)(3) | COMMUNITY OUTREACH | $13,000 | |
| NATIONAL JAPANESE AMERICAN HISTORICAL SOCIETY | |||||||
| 1684 POST STREET | SAN FRANCISCO | CA | 94115 | 501(C)(3) | COMMUNITY OUTREACH | $20,000 | |
| NISEI VETERANS MEMORIAL CENTER | |||||||
| PO BOX 216 | KAHULUI | HI | 96733 | 501(C)(3) | COMMUNITY OUTREACH | $8,000 | |
| POSTON COMMUNITY ALLIANCE | |||||||
| 1902 STRAYHORN RD | PLEASANT HILL | CA | 94523 | 501(C)(3) | COMMUNITY OUTREACH | $12,000 | |
| PUYALLUP VALLEY CHAPTER JACL | |||||||
| PO BOX 5323 | KENT | WA | 98031 | 501(C)(3) | COMMUNITY OUTREACH | $20,000 | |
| SAKURA FOUNDATION | |||||||
| 1255 19TH ST | DENVER | CO | 80202 | 501(C)(3) | COMMUNITY OUTREACH | $12,000 | |
| SAN FRANCISCO ARCHITECTURAL HERITAGE | |||||||
| 2007 FRANKLIN STREET | SAN FRANCISCO | CA | 94109 | 501(C)(3) | COMMUNITY OUTREACH | $14,000 | |
| SAN JOSE JACL | |||||||
| 565 NORTH FIFTH STREET | SAN JOSE | CA | 95112 | 501(C)(3) | COMMUNITY OUTREACH | $6,500 | |
| SCHOOL OF ARTS AND CULTURE AT MHP | |||||||
| 1700 ALUM ROCK AVENUE | SAN JOSE | CA | 95116 | 501(C)(3) | COMMUNITY OUTREACH | $15,000 | |
| SEABROOK EDUCATIONAL AND CULTURAL CENTER | |||||||
| 1325 HIGHWAY 77 | SEABROOK | NJ | 08302 | 501(C)(3) | COMMUNITY OUTREACH | $9,000 | |
| SONOMA COUNTY MATSURI FESTIVAL | |||||||
| PO BOX 11652 | SANTA ROSA | CA | 95406 | 501(C)(3) | COMMUNITY OUTREACH | $5,000 | |
| TOPAZ MUSEUM | |||||||
| 55 W MAIN STREET | DELTA | UT | 84624 | 501(C)(3) | COMMUNITY OUTREACH | $3,000 | |
| TWIN CITIES JACL | |||||||
| PO BOX 580325 | MINNEAPOLIS | MN | 55458 | 501(C)(3) | COMMUNITY OUTREACH | $3,000 | |
| VISUAL COMMUNICATIONS | |||||||
| 120 JUDGE JOHN AISO ST | LOS ANGELES | CA | 90012 | 501(C)(3) | COMMUNITY OUTREACH | $15,000 | |
| YU-AI KAI | |||||||
| 588 N 4TH STREET | SAN JOSE | CA | 95112 | 501(C)(3) | COMMUNITY OUTREACH | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,000 | 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 | $35,836 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,856 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,005 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,005 | 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 | $20,200 | 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 | $3,490 | Amt |
| Net Investment Income | $349 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,141 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $371,354 | EOYBookValueAmt |
| EOYFMV | $322,500 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $372,632 | EOYBookValueAmt |
| EOYFMV | $514,914 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS - FEDERAL TAX | Desc |
| BOY Book Value | $29 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISOR FEES | $7,906 | $7,906 | $0 |
| BUSINESS REGISTRATION FEE | $75 | $7 | $68 |
| OPERATIONS EXPENSE | $207,694 | $20,769 | $186,925 |
| PENALTIES | $47 | $0 | $0 |
| BANK FEES | $1,015 | $101 | $914 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTHERN TRUST #0714 | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING ADJUSTMENT | Desc |
| Amt | $619 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONTRACT SERVICES | CategoryTxt |
| Amt | $695 | Amt |
| Net Investment Income | $70 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $625 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $1,014 | $0 | $0 |
| FOREIGN TAXES | $371 | $371 | $0 |
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