MAISEL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MAISEL FOUNDATION (EIN 38-3133484)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202411349349101286
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T10:56:22-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 843967977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jing & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1839 Ygnacio Valley Rd | AddressLine1Txt |
| City | Walnut Creek | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94598 | 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 | 383133484 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MAISEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAIS | BusinessNameControlTxt |
| Phone | 2482582838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29260 FRANKLIN RD 611 | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN MAISEL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAN | PersonFirstNm |
| Person Last | MAISEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jing Chen CPA | PreparerPersonNm |
| PTIN | P01479838 | PTIN |
| Phone | 9252304000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $243 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $243 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $243 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,070 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,070 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,070 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,480 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $124,046 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,481 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,793 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,794 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,313 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $3,442 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,442 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $3,442 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $91 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $91 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,533 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,533 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,442 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,533 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,533 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,442 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,261 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,871 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,570 | CashBOYAmt |
| Cash EOY | $2,931 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $26,440 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,723 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $118,944 | CorporateStockBOYAmt |
| Corporate Stock EOY | $119,703 | CorporateStockEOYAmt |
| Other Investments BOY | $130,489 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $128,077 | OtherInvestmentsEOYAmt |
| Total Assets BOY | $277,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $272,434 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $277,443 | RetainedEarningBOYAmt |
| Retained Earning EOY | $272,434 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $277,443 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $272,434 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $277,443 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $272,434 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $277,443 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,740 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,731 | OtherIncreasesAmt |
| Subtotal | $272,434 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $272,434 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Merrill-7271-A | P | 2023-01-06 | 2023-08-23 | $24,858 | $25,512 | -$654 | -$654 |
| Merrill-7271-D | P | 2022-02-03 | 2023-12-18 | $98,705 | $93,731 | $4,974 | $4,974 |
| Merrill-7271-E | P | 2021-02-23 | 2023-01-31 | ||||
| Merrill-7271 Collectibles | P | 2019-01-30 | 2023-01-31 | $483 | $323 | $160 | $160 |
| Wash Sale | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,481 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$653 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $101 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $101 | SubtotalAmt |
| Tax Based On Investment Income | $101 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $101 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAN MAISEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154351424 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29260 FRANKLIN ROAD | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAN MAISEL | ||||||
| 150 HACIENDA DR | TIBURON | CA | 94920 | President | 0.00 | $0 |
| ROBIN MAISEL | ||||||
| 27 CHESTNUT | BROOKLINE | MA | 02445 | Secretary | 0.00 | $0 |
| RICHARD MAISEL | ||||||
| 932 DELAWARE ST | BERKELEY | CA | 94710 | Treasurer | 0.00 | $0 |
| ALAN MAISEL | ||||||
| 190 DEL MAR SHORES TER | SOLANA BEACH | CA | 92075 | Director | 0.00 | $0 |
| DONALD MAISEL | ||||||
| 4875 VENNER RD | MARTINEZ | CA | 94553 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $275,004 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,040 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $298,044 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $298,044 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,471 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $293,573 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,679 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,679 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $101 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $101 | TotalTaxAmt |
| Distributable Before Adj | $14,578 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,578 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,578 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $14,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,578 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $1,417 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,247 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,664 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $578 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $578 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,086 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,086 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $839 | ExcessFromYear3Amt |
| Excess From Year1 | $2,247 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATIO | |||||||
| 125 BROAD ST 18TH FL | NEW YORK | NY | 10004 | NONE | PC | TO DEFEND & PRESERVE INDIVIDUAL RIGHTS & LIBERTIES IN THE UNITED STATES | $200 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 W 36TH ST | NEW YORK | NY | 10018 | NONE | PC | TO PROVIDE ASSISTANCE WITH GLOBAL SOCIETAL PROGRAMS | $800 |
| BERKELEY EMERGENCY FOOD & HOUSING PROJEC | |||||||
| 2140 DWIGHT WAY | BERKELEY | CA | 94704 | NONE | PC | TO PROVIDE FOOD & SHELTER TO INDIGENT INDIVIDUALS | $200 |
| CONGREGATION BNAI TIKAV | |||||||
| 25 HILCROFT WAY | WALNUT CREEK | CA | 94596 | NONE | PC | TO PROVIDE RELIGIOUS GUIDANCE TO THE COMMUNITY | $850 |
| CONGREGATION SHERITH ISRAEL | |||||||
| 2266 CALIFORNIA ST | SAN FRANCISCO | CA | 94115 | NONE | PC | TO PROVIDE RELIGIOUS GUIDANCE TO THE COMMUNITY | $2,000 |
| CONTRA COSTA FOOD BANK | |||||||
| 4010 NELSON AVE | CONCORD | CA | 94520 | NONE | PC | TO REDUCE FOOD WASTE & INCREASE HUNGER AWARENESS | $350 |
| CONTRA COSTA MIDRASHA | |||||||
| 74 ECKLEY LN | WALNUT CREEK | CA | 94596 | NONE | PC | GUIDE TEENS THROUGH GROWING UP | $100 |
| EAST BAY AGENCY FOR CHILDREN | |||||||
| 303 VAN BUREN AVE | OAKLAND | CA | 94610 | NONE | PC | FOR THE HEALTH & WELL BEING OF CHILDREN | $250 |
| JEWISH FAMILY & CHILDRENS SERVICES - EB | |||||||
| 2484 SHATTUCK AVE STE 210 | BERKELEY | CA | 94704 | NONE | PC | TO PROVIDE HUMAN SERVICE & HEALTHCARE PROGRAMS | $250 |
| JEWISH FAMILY & CHILDRENS SERVICES | |||||||
| 1430 MAIN ST | WALTHAM | MA | 02451 | NONE | PC | TO PROVIDE HUMAN SERVICE & HEALTHCARE PROGRAMS | $700 |
| JEWISH VOCATIONAL & CAREER COUNSELING | |||||||
| 225 BUSH ST STE 400 | SAN FRANCISCO | CA | 94104 | NONE | PC | TO BRING PEOPLE & WORK TOGETHER | $250 |
| KEHILLA COMMUNITY SYNAGOGUE | |||||||
| 1300 GRAND AVE | OAKLAND | CA | 94610 | NONE | PC | SHARE RICHES OF JUDAISM & ENCOURAGE SPIRITUALITY | $600 |
| MEDECINS SANS FRONTIERES | |||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | NONE | PC | TO HELP PEOPLE WORLDWIDE WHERE THE NEED IS GREATEST, DELIVERING EMERGENCY MEDICAL AID TO PEOPLE AFFECTED BY CONFLICT, EPIDEMICS, DISASTERS OR EXCLUSION FROM HEALTH CARE | $350 |
| RAPHAEL HOUSE | |||||||
| 1065 SUTTER ST | SAN FRANCISCO | CA | 94109 | NONE | PC | TO HELP AT-RISK FAMILIES ACHIEVE STABLE HOUSING | $250 |
| SENIOR OUTREACH SERVICE | |||||||
| 1300 CIVIC DRIVE | WALNUT CREEK | CA | 94596 | NONE | PC | TO MAINTAIN HEALTH & WELLNESS SAFETY NETS FOR AGING PERSONS | $250 |
| CLASSROOM OF THE FUTURE | |||||||
| 6401 LINDA VISTA RD ROOM 207 | SAN DIEGO | CA | 92111 | NONE | PC | TO SUPPORT THE WORK OF THE ORGANIZATION | $700 |
| CLEAN AIR TASK FORCE | |||||||
| 114 STATE ST 6TH FL | BOSTON | MA | 02109 | NONE | PC | TO SUPPORT THE WORK OF THE ORGANIZATION | $600 |
| FEEDING SAN DIEGO | |||||||
| 9477 WAPLES ST STE 100 | SAN DIEGO | CA | 92121 | NONE | PC | TO SUPPORT THE WORK OF THE ORGANIZATION | $700 |
| FOCUSING PHILANTHROPY | |||||||
| 1637 16TH ST | SANTA MONICA | CA | 90404 | NONE | PC | TO SUPPORT THE WORK OF THE ORGANIZATION | $1,000 |
| JEWISH FAMILY SERVICES OF SAN DIEGO | |||||||
| 8804 BALBOA AVE | SAN DIEGO | CA | 92123 | NONE | PC | TO PROVIDE HUMAN SERVICE & HEALTHCARE PROGRAMS | $700 |
| SUNRISE MOVEMENT EDUCATIONAL FOUNDATION | |||||||
| 50 F ST NW STE 300 | WASHINGTON | DC | 20001 | NONE | PC | TO SUPPORT THE WORK OF THE ORGANIZATION | $300 |
| A STEP BEYOND | |||||||
| 340 N ESCONDIDO BLVD | ESCONDIDO | CA | 92025 | NONE | PC | TO SUPPORT THE WORK OF THE ORGANIZATION | $700 |
| Human Rights Center | |||||||
| 2224 Piedmont Ave | Berkeley | CA | 94720 | None | PC | To conduct research on humanitarian law and human rights | $500 |
| International Rescue Committee | |||||||
| PO Box 6068 | Albert Lea | MN | 56007 | None | PC | To provide opportunites for refugees, asylees, victims of human trafficking and other immigrants. | $300 |
| Jewish Family and Community Service | |||||||
| 2484 Shattuck Ave Ste 210 | Berkeley | CA | 94704 | None | PC | To provide human services | $1,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $243 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,070 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,480 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,313 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,480 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,793 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 2023 FiscalYerEnd Statement Equities | StockNm |
| EOY Book Value | $119,703 | EOYBookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 2023 FiscalYerEnd Stm. Mut Funds/CEF/UIT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $128,077 | BookValueAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $1,731 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank Service Charge | $300 | $300 | $300 | $0 |
| INVESTMENT ADVISORY FEES | $1,771 | $1,771 | $1,771 | $0 |
| Investment Expense from proceeds | $46 | $46 | $46 | $0 |
| Tax prep | $1,325 | $1,325 | $1,325 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID ON INVESTMENTS | $77 | $77 |
| IRS | $14 | $14 |
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