BERNARD E & ALBA WITKIN CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BERNARD E & ALBA WITKIN CHARITABLE FOUNDATION (EIN 73-1661679)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-09
- IRS object ID
- 202441309349102314
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T11:22:01-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18500 VON KARMAN AVE 10TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | 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 | 731661679 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD E & ALBA WITKIN CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERN | BusinessNameControlTxt |
| Phone | 5108453416 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7190 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH KUCHMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5108453416 | PhoneNum |
| Signature | 2024-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | KUCHMAN | 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 | BRIAN YACKER | PreparerPersonNm |
| PTIN | P00401346 | PTIN |
| Phone | 9492222999 | PhoneNum |
| Preparation | 2024-05-06 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,556,139 | 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 |
| Dividends Rev And Expnss | $89,034 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,034 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,342,014 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $957,369 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,342,014 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,431,048 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,431,048 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $205,176 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $123,106 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $82,071 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,451 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,838 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $613 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,355 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,266 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,089 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $29,668 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,481 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,993 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,351 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,013 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,338 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $51,808 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $48,192 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,616 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $334,809 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $216,896 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $103,720 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,820,662 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,820,662 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,155,471 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $216,896 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,924,382 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$724,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,214,152 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,063 | CashBOYAmt |
| Cash EOY | $419,032 | CashEOYAmt |
| Cash EOYFMV | $419,032 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,703,812 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,512,533 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,512,533 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $313,483 | CorporateStockBOYAmt |
| Corporate Stock EOY | $361,749 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $361,749 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,442,681 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,562,825 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,562,825 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $8,395,994 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,108,961 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,700,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,880,033 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,965,100 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,556,139 | 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 | $11,880,033 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,965,100 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,880,033 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,965,100 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,880,033 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,965,100 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,880,033 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$724,423 | ExcessRevenueOverExpensesAmt |
| Other Increases | $809,490 | OtherIncreasesAmt |
| Subtotal | $11,965,100 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,965,100 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| ROYALTY CONTRACT | P | 2014-01-01 | 2023-12-31 | $1,334,010 | $1,334,010 | ||
| PUBLICLY TRADED SECURITIES | P | 2023-01-01 | 2023-12-31 | $7,701 | $7,701 | $957,066 | $949,365 |
| CAPITAL GAINS DIVIDENDS | P | $303 | $303 | $303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,342,014 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,877 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,877 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,877 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,880 | 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 | $17,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,003 | OverpaymentAmt |
| Applied To ES Tax | $1,003 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | KENNETH KUCHMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5108453416 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7190 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH KUCHMAN | ||||||||
| PO BOX 7190 | BERKELEY | CA | 94707 | PRESIDENT AND CEO | 40.00 | $205,176 | $0 | $0 |
| BRENDA HARBIN-FORTE | ||||||||
| PO BOX 7190 | BERKELEY | CA | 94707 | VICE PRESIDENT | 0.20 | $0 | $0 | $0 |
| MARY FRIEDMAN | ||||||||
| PO BOX 7190 | BERKELEY | CA | 94707 | SECRETARY | 0.20 | $0 | $0 | $0 |
| LISA KARPLUS | ||||||||
| PO BOX 7190 | BERKELEY | OR | 94707 | TREASURER | 0.20 | $0 | $0 | $0 |
| TROY L NUNLEY | ||||||||
| PO BOX 7190 | BERKELEY | CA | 94707 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| CHERI MEZZAPELLE | ||||||||
| PO BOX 7190 | BERKELEY | CA | 94707 | CHAIR, AUDIT COMMITTEE | 0.20 | $0 | $0 | $0 |
| DAVID BONELLI | ||||||||
| PO BOX 7190 | BERKELEY | CA | 94707 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| STELLA NGAI | ||||||||
| PO BOX 7190 | BERKELEY | CA | 94707 | BOARD MEMBER | 0.20 | $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 | $1,814,123 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,715,764 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,700,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,229,887 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,229,887 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $303,448 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,926,439 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $996,322 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $996,322 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,877 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,877 | TotalTaxAmt |
| Distributable Before Adj | $979,445 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $979,445 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $979,445 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,924,382 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,924,382 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $979,445 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $828,662 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $811,311 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $785,980 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $740,468 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,498,136 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,664,557 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,924,382 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $979,445 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $944,937 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,609,494 | 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 | $828,662 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,780,832 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $811,311 | ExcessFromYear4Amt |
| Excess From Year3 | $785,980 | ExcessFromYear3Amt |
| Excess From Year2 | $740,468 | ExcessFromYear2Amt |
| Excess From Year1 | $1,498,136 | ExcessFromYear1Amt |
| Excess From Current Year | $944,937 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (119 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A DIAMOND IN THE RUFF | ||||||||
| 5940 HAYES STREET | OAKLAND | CA | 94621 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ADVOKIDS | ||||||||
| 5643 PARADISE DRIVE SUITE 12 B | CORTE MADERA | CA | 94925 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| ADVOKIDS | ||||||||
| 5643 PARADISE DRIVE SUITE 12 B | CORTE MADERA | CA | 94925 | NONE | PC | INVESTIGATIVE PROJECT | $50,000 | |
| ALAMEDA BOYS & GIRLS CLUB | ||||||||
| POST OFFICE BOX 1069 | ALAMEDA | CA | 94501 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ALAMEDA COUNTY BAR ASSOCIATION | ||||||||
| 548 MARKET STREET | SAN FRANCISCO | CA | 94104 | NONE | NC | GENERAL SUPPORT | $5,000 | |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | ||||||||
| 7900 EDGEWATER DRIVE | OAKLAND | CA | 94621 | NONE | PC | CHILDREN'S FOOD PROGRAMS | $15,000 | |
| ALAMEDA FAMILY SERVICES | ||||||||
| 2325 CLEMENT AVENUE SUITE A | ALAMEDA | CA | 94501 | NONE | PC | EARLY EDUCATION PROGRAMS | $20,000 | |
| AMERICAN FRIENDS SERVICE COMMITTEE | ||||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL EAST BAY PROGRAM SUPPORT | $1,000 | |
| ASPIRE EDUCATION PROJECT | ||||||||
| 1721 BROADWAY SUITE 201 | OAKLAND | CA | 94612 | NONE | PC | READING BUDDIES PROGRAM | $10,000 | |
| BE WITKIN ALAMEDA COUNTY LAW LIBRARY | ||||||||
| 125 - 12TH STREET | OAKLAND | CA | 94607 | NONE | GOV | WITKIN ITEMS AND GENERAL SUPPORT | $1,000 | |
| BAHIA INC | ||||||||
| 1000 CAMELIA STREET | BERKELEY | CA | 94710 | NONE | PC | GENERAL PRESCHOOL SUPPORT | $40,000 | |
| BANANAS INC | ||||||||
| 5232 CLAREMONT AVENUE | OAKLAND | CA | 94618 | NONE | PC | DROP-IN/VIRTUAL PLAYGROUPS | $10,000 | |
| BAY AREA COMMUNITY RESOURCES | ||||||||
| 11175 SAN PABLO AVENUE | EL CERRITO | CA | 94530 | NONE | PC | MENTAL HEALTH SERVICES TO BERKELEY PUBLIC SCHOOLS | $35,000 | |
| BAY AREA COMMUNITY SERVICES | ||||||||
| 390 - 40TH STREET | OAKLAND | CA | 94609 | NONE | PC | FOSTER YOUTH SERVICES | $20,000 | |
| BAY AREA CRISIS NURSERY | ||||||||
| 1506 MENDOCINO DRIVE | CONCORD | CA | 94521 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| BERKELEY BABY BOOK PROJECT | ||||||||
| POST OFFICE BOX 8213 | BERKELEY | CA | 94707 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BERKELEY FOOD NETWORK | ||||||||
| 1569 SOLANO AVENUE 243 | BERKELEY | CA | 94707 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| BERKELEY HIGH JAZZ | ||||||||
| POST OFFICE BOX 1027 | BERKELEY | CA | 94701 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BERKELEY PUBLIC SCHOOLS FUND | ||||||||
| PO BOX 2066 | BERKELEY | CA | 94702 | NONE | PC | 2025 SPONSORSHIP | $25,000 | |
| BERKELEY SYMPHONY | ||||||||
| 1919 ADDISON STREET SUITE 201 | BERKELEY | CA | 94704 | NONE | PC | MUSIC IN THE SCHOOLS PROGRAM | $17,500 | |
| BEYOND EMANCIPATION | ||||||||
| 675 HEGENBERGER ROAD SUITE 100 | OAKLAND | CA | 94621 | NONE | PC | COMMUNITY HOUSING PROGRAM FOR PREGNANT AND PARENTING MOMS | $25,000 | |
| BLUE SKIES FOR CHILDREN | ||||||||
| 3021 BROOKDALE AVENUE | OAKLAND | CA | 94602 | NONE | PC | TUITION SUPPORT/MENTAL HEALTH PROGRAM | $40,000 | |
| BUILDING FUTURES WITH WOMEN AND CHILDREN | ||||||||
| 1840 FAIRWAY DRIVE | SAN LEANDRO | CA | 94577 | NONE | PC | CHILDREN'S PROGRAMS | $10,000 | |
| CALIFORNIA JUDGES ASSOCIATION | ||||||||
| 2520 VENTURE OAKS WAY SUITE 150 | SACRAMENTO | CA | 95833 | NONE | NC | 2023 CJA CONFERENCE SUPPORT | $500 | |
| CALIFORNIA JUDGES FOUNDATION | ||||||||
| 2520 VENTURE OAKS WAY SUITE 150 | SACRAMENTO | CA | 95833 | NONE | PC | 2023 ALBA WITKIN HUMANITARIAN AWARD | $500 | |
| CALIFORNIA STATE LIBRARY FOUNDATION | ||||||||
| 1225 - 8TH STREET SUITE 345 | SACRAMENTO | CA | 95814 | NONE | PC | WITKIN LAW LIBRARY | $1,000 | |
| CALIFORNIA SUPREME COURT HISTORICAL SOCIETY | ||||||||
| 4747 N FIRST STREET SUITE 140 | FRESNO | CA | 93726 | NONE | PC | BE WITKIN ORAL HISTORY PROJECT | $20,000 | |
| CANTARE CON VIVO | ||||||||
| 2619 BROADWAY | OAKLAND | CA | 94612 | NONE | PC | CHILDRENS MUSIC PROGRAMS | $10,000 | |
| CASA OF ALAMEDA COUNTY | ||||||||
| 1000 SAN LEANDRO BOULEVARD SUITE | SAN LEANDRO | CA | 94577 | NONE | PC | GENERAL SUPPORT | $15,000 | 300 |
| CASA OF CONTRA COSTA COUNTY | ||||||||
| 2151 SALVIO STREET SUITE 295 | CONCORD | CA | 94520 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| CASA OF MARIN | ||||||||
| 1401 LOS GAMOS ROAD 130 | SAN RAFAEL | CA | 94903 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CASA OF SAN FRANCISCO | ||||||||
| 1663 MISSION STREET UNIT 700 | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| CASA OF SONOMA COUNTY | ||||||||
| PO BOX 1418 | KENWOOD | CA | 95452 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| CENTER FOR EARLY INTERVENTION ON DEAFNESS | ||||||||
| 1035 GRAYSON STREET | BERKELEY | CA | 94710 | NONE | PC | SUNSHINE INCLUSIONARY PRESCHOOL | $25,000 | |
| CENTER FOR YOUTH DEVELOPMENT THROUGH LAW | ||||||||
| 2120 UNIVERSITY AVENUE | BERKELEY | CA | 94704 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| CENTRO LEGAL DE LA RAZA | ||||||||
| 3022 INTERNATIONAL BOULEVARD SUITE | OAKLAND | CA | 94601 | NONE | PC | YOUTH LAW ACADEMY | $15,000 | 410 |
| CHILD ABUSE PREVENTION COUNCIL OF CONTRA COSTA COUNTY | ||||||||
| 220 DIAMOND BOULEVARD SUITE 120 | CONCORD | CA | 94520 | NONE | PC | NURTURING PARENTING PROGRAM | $9,000 | |
| CHILD CARE LAW CENTER | ||||||||
| PO BOX 9066 | BERKELEY | CA | 94709 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CHILDREN NOW | ||||||||
| 1404 FRANKLIN STREET SUITE 700 | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CHILDREN RISING | ||||||||
| 2633 TELEGRAPH AVENUE 412 | OAKLAND | CA | 94612 | NONE | PC | SUCCEEDING BY READING PROGRAM | $10,000 | |
| COCO KIDS | ||||||||
| 1035 DETROIT AVENUE SUITE 200 | CONCORD | CA | 94518 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| COMMUNITY INITIATIVES | ||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | NONE | PC | EARLY CHILDHOOD FUNDERS | $2,500 | |
| COMMUNITY RESOURCES FOR SCIENCE | ||||||||
| 1611 SAN PABLO AVENUE SUITE 10 B | BERKELEY | CA | 94702 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| DESTINY ARTS | ||||||||
| 970 GRACE AVENUE | OAKLAND | CA | 94608 | NONE | PC | PROGRAMS IN OUSD SCHOOLS | $10,000 | |
| EARLY CHILDHOOD MENTAL HEALTH PROGRAM | ||||||||
| 200 - 24TH STREET | RICHMOND | CA | 94804 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| EAST BAY AGENCY FOR CHILDREN | ||||||||
| 2828 FORD ST | OAKLAND | CA | 94601 | NONE | PC | HAWTHORNE FAMILY R. CENTER AND TNS | $25,000 | |
| EAST BAY CENTER FOR THE PERFORMING ARTS | ||||||||
| 339 11TH STREET | RICHMOND | CA | 94801 | NONE | PC | GENERAL SUPPORT AND EARLY CHILD PROG'S. | $10,000 | |
| EAST BAY CHILDREN'S LAW OFFICES | ||||||||
| 80 SWAN WAY SUITE 300 | OAKLAND | CA | 94621 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| EAST BAY COMMUNITY LAW CENTER | ||||||||
| 1950 UNIVERSITY AVENUE SUITE 200 | BERKELEY | CA | 94704 | NONE | PC | UNDER-RESOURCED FAMILY SUPPORT | $10,000 | |
| EAST OAKLAND YOUTH DEVELOPMENT CENTER | ||||||||
| 8200 INTERNATIONAL BOULEVARD | OAKLAND | CA | 94621 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| FAMILY BUILDERS | ||||||||
| 1900 EMBARCADERO SUITE 303 | OAKLAND | CA | 94606 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| FAMILY PATHS | ||||||||
| 1727 MARTIN LUTHER KING JR WAY | OAKLAND | CA | 94612 | NONE | PC | ABRIENDO PUERTAS/OPENING DOORS | $10,000 | SUITE 109 |
| FAMILY VIOLENCE LAW CENTER | ||||||||
| 470 27TH STREET | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| FIRST PLACE FOR YOUTH | ||||||||
| 426 17TH STREET SUITE 100 | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| FRED FINCH YOUTH CENTER | ||||||||
| 3800 COOLIDGE AVENUE | OAKLAND | CA | 94602 | NONE | PC | RISING OAKS PROGRAM | $15,000 | |
| GIRLS INC OF ALAMEDA COUNTY | ||||||||
| 510 - 16TH STREET | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| HEALTHY BLACK FAMILIES | ||||||||
| 3356 ADELINE STREET | BERKELEY | CA | 94609 | NONE | PC | COMMUNITY LED HEALTH PROGRAMS | $10,000 | |
| JEWISH COMMUNITY RELATIONS COUNCIL | ||||||||
| 131 STEUART STREET SUITE 205 | SAN FRANCISCO | CA | 94105 | NONE | PC | EAST BAY PROGRAMS | $10,000 | |
| JOHN MUIR LAND TRUST | ||||||||
| PO BOX 31 | MARTINEZ | CA | 94553 | NONE | PC | FAMILY HARVEST FARM | $10,000 | |
| KALA ART INSTITUTE | ||||||||
| 1060 HEINZ AVENUE | BERKELEY | CA | 94710 | NONE | PC | ARTISTS-IN-SCHOOLS (AIS) PROGRAM | $15,000 | |
| LEGAL AID ASSOCIATION OF CALIFORNIA | ||||||||
| 350 FRANK OGAWA PLAZA SUITE 701 | OAKLAND | CA | 94612 | NONE | PC | LSFN SUPPORT/FELLOWSHIP PROGRAM | $21,500 | |
| LEGAL ASSISTANCE FOR SENIORS | ||||||||
| 333 HEGENBERGER ROAD SUITE 850 | OAKLAND | CA | 94621 | NONE | PC | GUARDIANSHIP PROGRAM | $10,000 | |
| LEGAL SERVICES FOR CHILDREN | ||||||||
| 870 MARKET STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | LAW SCHOOL PRACTICUM AND INTERN PROGRAM | $110,000 | |
| LIGHTHOUSE FOR THE BLIND | ||||||||
| 1155 MARKET STREET 10TH FLOOR | SAN FRANCISCO | CA | 94103 | NONE | PC | LITTLE LEARNERS PROGRAM | $10,000 | |
| LINCOLN FAMILIES | ||||||||
| 1266 - 14TH STREET | OAKLAND | CA | 94607 | NONE | PC | EARLY CHILDHOOD MENTAL HEALTH CONSULTATION PROGRAM | $20,000 | |
| LOTUS BLOOM | ||||||||
| 555 - 9TH STREET UNIT 131 | OAKLAND | CA | 94612 | NONE | PC | OAKLAND PRESCHOOL PROGRAMS | $10,000 | |
| LOVED TWICE | ||||||||
| 5627 TELEGRAPH AVENUE SUITE 375 | OAKLAND | CA | 94609 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| LUNA DANCE INSTITUTE | ||||||||
| POST OFFICE BOX 7788 | BERKELEY | CA | 94707 | NONE | PC | EARLY CHILDHOOD EDUCATION PROGRAMS | $10,000 | |
| LUTHERAN SOCIAL SERVICES OF CALIFORNIA | ||||||||
| 1465 CIVIC COURT BUILDING D SUITE | CONCORD | CA | 94520 | NONE | PC | MI CASA PROGRAM | $7,000 | 810 |
| MAKE IT HOME | ||||||||
| 369 B THIRD STREET NUMBER 331 | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MINDFUL LIFE PROJECT | ||||||||
| 1001 CANAL BLVD SUITE A | RICHMOND | CA | 94801 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| MOUNT DIABLO UNIFIED SCHOOL DISTRICT | ||||||||
| 2701 WILLOW PASS ROAD | CONCORD | CA | 94519 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| NIA HOUSE PRESCHOOL | ||||||||
| 2234 NINTH STREET | BERKELEY | CA | 94710 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| NIHONMACHI LITTLE FRIENDS | ||||||||
| 1830 SUTTER STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | PRESCHOOL SUPPORT | $10,000 | |
| OAKLAND ELIZABETH HOUSE | ||||||||
| 6423 COLBY STREET | OAKLAND | CA | 94618 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| OAKLAND LEAF | ||||||||
| 520 THIRD STREET | OAKLAND | CA | 94607 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| OAKLAND LITERACY COALITION | ||||||||
| 2744 E 11TH STREET SUITE A10 | OAKLAND | CA | 94601 | NONE | PC | SORA - DIGITAL LIBRARY OF EBOOKS | $10,000 | |
| OPPORTUNITY JUNCTION | ||||||||
| 3102 DELTA FAIR BOULEVARD | ANTIOCH | CA | 94509 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| OPTIONS RECOVERY SERVICES | ||||||||
| 1835 ALLSTON WAY | BERKELEY | CA | 94704 | NONE | PC | ALICE STREET HOUSE | $10,000 | |
| PEGASUS VOYAGES | ||||||||
| 1554 SONOMA AVENUE | ALBANY | CA | 94706 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PLAYWORKS NORTHERN CALIFORNIA | ||||||||
| 1423 BROADWAY PMB 161 | OAKLAND | CA | 94612 | NONE | PC | EAST BAY PROGRAMS | $12,500 | |
| PRESCOTT CIRCUS THEATRE | ||||||||
| 800 PINE STREET 10 | OAKLAND | CA | 94607 | NONE | PC | EAST BAY PROGRAMS | $10,000 | |
| PROJECT AVARY | ||||||||
| POST OFFICE BOX 150088 | SAN RAFAEL | CA | 94915 | NONE | PC | PROGRAMS FOR EAST BAY CHILDREN | $15,000 | |
| R&R MINISTRIES | ||||||||
| 512 WEST 2ND STREET | ANTIOCH | CA | 94509 | NONE | PC | AFTER SCHOOL TUTORING CENTER | $5,000 | |
| READING PARTNERS | ||||||||
| 180 GRAND AVENUE | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA - CAL PERFORMANCES | ||||||||
| 101 ZELLERBACH HALL 4800 | BERKELEY | CA | 94720 | NONE | PC | K-12 PROGRAMMING | $10,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA - GOLDMAN SCHOOL OF PUBLIC POLICY | ||||||||
| 2607 HEARST AVENUE | BERKELEY | CA | 94720 | NONE | PC | FELLOWSHIP PROGRAM | $75,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA - UC BERKELEY LAW | ||||||||
| 215 LAW BUILDING | BERKELEY | CA | 94720 | NONE | PC | GENERAL SUPPORT | $11,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA - UCBG | ||||||||
| 200 CENTENNIAL DRIVE | BERKELEY | CA | 94720 | NONE | PC | EDUCATIONAL OUTREACH PROGRAMS | $50,000 | |
| SAFE & SOUND | ||||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | NONE | PC | KID'S TURN EAST BAY PROGRAMS | $10,000 | |
| SAFE PASSAGES | ||||||||
| 561 - 11TH STREET | OAKLAND | CA | 94607 | NONE | PC | SCHOOL SITE SUPPORT | $20,000 | |
| SAN DIEGO COUNTY LAW LIBRARY JUSTICE FOUNDATION | ||||||||
| 1105 FRONT STREET | SAN DIEGO | CA | 92101 | NONE | PC | 2023 BERNARD WITKIN AWARD DINNER | $1,000 | |
| SAN FRANCISCO CHAMBER ORCHESTRA | ||||||||
| PO BOX 191564 | SAN FRANCISCO | CA | 94119 | NONE | PC | VERY FIRST CONCERT SERIES | $5,000 | |
| SEEK & SAVE | ||||||||
| 545 ST JOHN STREET | PLEASANTON | CA | 94566 | NONE | PC | ESSENTIALS DRIVE AND COAT DRIVE | $2,500 | |
| SHELTER INC OF CONTRA COSTA COUNTY | ||||||||
| 1333 WILLOW PASS ROAD SUITE 206 | CONCORD | CA | 94520 | NONE | PC | MOUNTAIN VIEW EMERGENCY FAMILY SHELTER | $20,000 | |
| SHEPHERD'S GATE | ||||||||
| 1660 PORTOLA AVENUE | LIVERMORE | CA | 94551 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SIDE BY SIDE | ||||||||
| 300 SUNNY HILLS DRIVE | SAN ANSELMO | CA | 94960 | NONE | PC | REAL ALTERNATIVE PROGRAM | $15,000 | |
| SOAR FOR YOUTH | ||||||||
| POST OFFICE BOX 1291 | BERKELEY | CA | 94701 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| ST MARY'S CENTER | ||||||||
| 925 BROCKHURST STREET | OAKLAND | CA | 94608 | NONE | PC | ST. MARY'S PRESCHOOL PROGRAM | $20,000 | |
| ST VINCENT DE PAUL CONTRA COSTA COUNTY | ||||||||
| 2210 GLADSTONE DRIVE | PITTSBURG | CA | 94565 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| ST VINCENT'S DAY HOME | ||||||||
| 1086 EIGHTH STREET | OAKLAND | CA | 94607 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| STEP ONE SCHOOL | ||||||||
| 499 SPRUCE STREET | BERKELEY | CA | 94708 | NONE | PC | SCHOLARSHIP/FINANCIAL AID SUPPORT | $20,000 | |
| STILES HALL | ||||||||
| 2400 C BANCROFT WAY | BERKELEY | CA | 94704 | NONE | PC | PATHWAYS COACHING PROGRAM | $5,000 | |
| SUTTER BAY HOSPITALS | ||||||||
| 3012 SUMMIT STREET 6TH FLOOR C-WING | OAKLAND | CA | 94609 | NONE | PC | MENTAL HEALTH SCHOLARSHIP PROGRAM | $25,000 | |
| TANDEM | ||||||||
| 1275 FAIRFAX AVENUE SUITE 201 | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL SUPPORT AND Y-EB PROGRAMS | $20,000 | |
| TRIUMPH MINISTRIES | ||||||||
| 16105 MATEO STREET | SAN LEANDRO | CA | 94578 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| VILLAGE COMMUNITY RESOURCE CENTER | ||||||||
| 633 VILLAGE DRIVE | BRENTWOOD | CA | 94513 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| VISION TO LEARN | ||||||||
| 12100 WILSHIRE BOULEVARD SUITE 1275 | LOS ANGELES | CA | 90025 | NONE | PC | EAST BAY PROGRAMS | $10,000 | |
| VOLUNTEERING FOR OAKLAND | ||||||||
| POST OFFICE BOX 24708 | OAKLAND | CA | 94623 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WATERSIDE WORKSHOPS | ||||||||
| 84 BOLIVAR DRIVE | BERKELEY | CA | 94710 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WAYFINDER FAMILY SERVICES | ||||||||
| 5300 ANGELES VISTA BOULEVARD | LOS ANGELES | CA | 90043 | NONE | PC | EAST BAY PROGRAMS | $10,000 | |
| WE CARE SERVICES FOR CHILDREN | ||||||||
| 2191 KIRKER PASS ROAD | CONCORD | CA | 94521 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| WEST CONTRA COSTA COUNTY EDUCATIONAL FOUNDATION | ||||||||
| 1400 MARINA WAY SOUTH | RICHMOND | CA | 94804 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| WOMEN'S DAYTIME DROP IN CENTER | ||||||||
| 2218 ACTON STREET | BERKELEY | CA | 94702 | NONE | PC | PROGRAMS WITH CHILDREN | $10,162 | |
| YMCA OF THE EAST BAY | ||||||||
| 4300 LAKESIDE DRIVE | RICHMOND | CA | 94806 | NONE | PC | ANNUAL FUND/APPRENTICESHIP PRGM. | $35,000 | |
| YOUNG MUSICIANS CHORAL ORCHESTRA | ||||||||
| 2020 MILVIA STREET SUITE 420 | BERKELEY | CA | 94704 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| YOUTH ALIVE | ||||||||
| 3300 ELM STREET | OAKLAND | CA | 94609 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| YOUTH ENRICHMENT STRATEGIES - YES NATURE TO NEIGHBORHOODS | ||||||||
| 3029 MACDONALD AVENUE | RICHMOND | CA | 94804 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| YOUTH TRANSPORTATION ORGANIZATION | ||||||||
| 57 DOMINICAN DRIVE | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,820,662 | 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 | $89,034 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,342,014 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,431,048 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,431,048 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $40,355 | Amt |
| Net Investment Income | $30,266 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,089 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALAMEDA COUNTY BAR ASSOCIATION | |||||||||||
| 548 MARKET STREET | SAN FRANCISCO | CA | 94104 | 2023-12-13 | $5,000 | A GRANT WAS PROVIDED FOR THE LEGAL GUARDIANSHIP PROGRAM. | $5,000 | NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN FOR INTENDED GRANT. | 12/31/23 | 2023-12-31 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| CALIFORNIA JUDGES ASSOCIATION | |||||||||||
| 2520 VENTURE OAKS WAY SUITE 150 | SACRAMENTO | CA | 95833 | 2023-07-11 | $500 | A GRANT WAS PROVIDED TO GRANTEE'S GENERAL FUNDS TO ASSIST THE ASSOCIATION. | $500 | NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN FOR INTENDED GRANT. | 12/31/23 | 2023-12-31 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,562,825 | EOYBookValueAmt |
| EOYFMV | $1,562,825 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $361,749 | EOYBookValueAmt |
| EOYFMV | $361,749 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,451 | LegalFeesAmt |
| Net Investment Income | $1,838 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $613 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WITKIN TREATISE COPYRIGHT SALE | Desc |
| BOY Book Value | $8,395,994 | BOYBookValueAmt |
| EOY Book Value | $8,108,961 | EOYBookValueAmt |
| EOYFMV | $16,700,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,180 | $1,590 | $1,590 |
| OFFICE EXPENSES | $4,052 | $2,026 | $2,026 |
| WITKIN LIBRARY CONTRACT SERVICES | $8,029 | $8,029 | $0 |
| EPSTEIN ROYALTY PAYMENTS | $36,547 | $36,547 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $160,562 |
| PRIOR-PERIOD ADJUSTMENT | $648,928 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA REGISTRY OF CHARITABLE TRUSTS | $220 | $220 | $0 |
| FEDERAL EXCISE TAX | $14,194 | $0 | $0 |
| FOREIGN TAX | $272 | $272 | $0 |
| PAYROLL TAX | $14,982 | $8,989 | $5,993 |
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