THE BINDON FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE BINDON FOUNDATION (EIN 47-5087969)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-11
IRS object ID
202411939349101101
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-07-11T15:39:48-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475087969EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Bindon FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBINDBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH HALSTEDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-07-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELIZABETHPersonFirstNm
Person LastHALSTEDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,503,547FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$258InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$258InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$27,410DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,410DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$75,228NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$129,981GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$101,993CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$102,896TotalRevAndExpnssAmt
Total Net Invst Incm$129,661TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$12,929OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,929OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,900TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$17,583OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$17,583OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$32,412TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,929TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,583TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$124,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$124,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$157,312TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,929TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$142,483TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$54,416ExcessRevenueOverExpensesAmt
Net Investment Income$116,732NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$42,757SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$18,594SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$18,594SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,492,125CorporateStockBOYAmt
Corporate Stock EOY$1,437,372CorporateStockEOYAmt
Corporate Stock EOYFMV$2,923,185CorporateStockEOYFMVAmt
Other Investments BOY$464,475OtherInvestmentsBOYAmt
Other Investments EOY$489,475OtherInvestmentsEOYAmt
Other Investments EOYFMV$561,768OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,999,357TotalAssetsBOYAmt
Total Assets EOY$1,945,441TotalAssetsEOYAmt
Total Assets EOYFMV$3,503,547TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,999,357RetainedEarningBOYAmt
Retained Earning EOY$1,945,441RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,999,357TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,945,441TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,999,357TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,945,441TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,999,357TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$54,416ExcessRevenueOverExpensesAmt
Other Increases$500OtherIncreasesAmt
Subtotal$1,945,441SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,945,441TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$129,981GrossSalesPriceAmt
Cost Or Other Basis$27,988CostOrOtherBasisAmt
Gain Or Loss$101,993GainOrLossAmt
Gains Minus Excess Or Losses$101,993GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$101,993CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,623InvestmentIncomeExciseTaxAmt
Subtotal$1,623SubtotalAmt
Tax Based On Investment Income$1,623TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,060EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$600ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,660TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$37OverpaymentAmt
Applied To ES Tax$37AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Elizabeth L Halsted
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
Scott Halsted
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Treas1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,628,139AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$46,781AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$550,398FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,225,318TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,225,318AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$48,380CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,176,938NetVlNoncharitableAssetsAmt
Minimum Investment Return$158,847MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$158,847MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,623TaxBasedOnInvestmentIncomeAmt
Total Tax$1,623TotalTaxAmt
Distributable Before Adj$157,224DistributableBeforeAdjAmt
Recoveries Qualfied Distri$500RecoveriesQualfiedDistriAmt
Distributable Before Ded$157,724DistributableBeforeDedAmt
Distributable As Adjusted$157,724DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$142,483ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$142,483QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$157,724DistributableAsAdjustedAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Excess Distribution Cyov Yr5$28,726ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$23,055ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$64,073ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$115,854TotalExcessDistributionCyovAmt
Qualifying Distributions$142,483QualifyingDistributionsAmt
Applied To Current Year$142,483AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$15,241ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$15,241ExcessDistributionCyovAppCYAmt
Total Corpus$100,613TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$13,485ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$87,128ExcessDistriCyovToNextYrAmt
Excess From Year3$23,055ExcessFromYear3Amt
Excess From Year2$64,073ExcessFromYear2Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerElizabeth L HalstedContributingManagerNm
Contributing ManagerScott HalstedContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
10000 DEGREES
1401 LOS GAMOS DR STE 205SAN RAFAELCA94903N/APCGeneral & Unrestricted$500
142 THROCKMORTON THEATRE
PO BOX 1058MILL VALLEYCA94942N/APCGeneral & Unrestricted$1,000
ANGEL BASKETS
PO BOX 22000TELLURIDECO81435N/APCGeneral & Unrestricted$500
ASHESI UNIVERSITY FOUNDATION
1201 3RD AVE STE 2200SEATTLEWA98101N/APCGeneral & Unrestricted$500
COMMUNITY FOUNDATION FOR NANTUCKET
PO BOX 204NANTUCKETMA02554N/APCGeneral & Unrestricted$1,000
CONNECTICUT COLLEGE
270 MOHEGAN AVENEW LONDONCT06320N/APCGeneral & Unrestricted$750
DARAJA EDUCATION FUND
4380 REDWOOD HWY STE B10SAN RAFAELCA94903N/APCGeneral & Unrestricted$7,500
EASTSIDE COLLEGE PREPARATORY SCHOOL INC
1041 MYRTLE STE PALO ALTOCA94303N/APCGeneral & Unrestricted$1,500
ENVIRONMENTAL TRAVELING COMPANIONS
2 MARINA BLVD FORT MASON CENTER C38SAN FRANCISCOCA94123N/APCGeneral & Unrestricted$2,500
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104N/APCGeneral & Unrestricted$1,500
EXTRAFOOD
907 SIR FRANCIS DRAKE BLVDKENTFIELDCA94904N/APCGeneral & Unrestricted$500
FRIENDS OF THE RIVER FOUNDATION
3336 BRADSHAW RD STE 335SACRAMENTOCA95827N/APCGeneral & Unrestricted$3,000
FROM HOUSES TO HOMES-GUATEMALA INC
PO BOX 85MOUNT TABORNJ07878N/APCGeneral & Unrestricted$500
GEORGETOWN UNIVERSITY
2115 WISCONSIN AVE NW STE 500WASHINGTONDC20007N/APCGeneral & Unrestricted$2,000
GLIDE COMMUNITY CHURCH
330 ELLIS ST 4TH FLOORSAN FRANCISCOCA94102N/APCGeneral & Unrestricted$500
GRASSROOT SOCCER INC
PO BOX 632HANOVERNH03755N/APCGeneral & Unrestricted$500
KELLY S BRUSH FOUNDATION
3 MAIN ST SUITE 217BURLINGTONVT05401N/APCGeneral & Unrestricted$2,500
KIND INC
1201 L ST NW FL 2WASHINGTONDC20005N/APCGeneral & Unrestricted$1,000
LARKIN STREET YOUTH SERVICES
134 GOLDEN GATE AVESAN FRANCISCOCA94102N/APCGeneral & Unrestricted$500
MALI KALANSO
617 BROADWAY UNIT 781SONOMACA95476N/APCGeneral & Unrestricted$250
MANY HOPES INC
255 W 93RD ST 1NNEW YORKNY10025N/APCGeneral & Unrestricted$2,750
MARIN COMMUNITY CLINIC
9 COMMERCIAL BLVD STE 100NOVATOCA94949N/APCGeneral & Unrestricted$10,000
MCE SOCIAL CAPITAL
5758 GEARY BLVD 261SAN FRANCISCOCA94121N/APCfunds for Sunfunder Loan Loss$13,900
MEDECINS SANS FRONTIERES USA INC
PO BOX 5030HAGERSTOWNMD21741N/APCGeneral & Unrestricted$500
PLANNED PARENTHOOD GLOBAL INC
123 WILLIAM ST 10TH FLNEW YORKNY10038N/ASO IGeneral & Unrestricted$1,000
PROTECT OUR WINTERS
4676 BROADWAY STBOULDERCO80304N/APCGeneral & Unrestricted$500
RITTER CENTER
16 RITTER STSAN RAFAELCA94901N/APCGeneral & Unrestricted$250
SAN MIGUEL CONSERVATION FOUNDATION
PO BOX 2466TELLURIDECO81435N/APCSchmid Ranch$10,000
SAN MIGUEL CONSERVATION FOUNDATION
PO BOX 2466TELLURIDECO81435N/APCSchmid Project$10,000
SAVE THE CHILDREN FEDERATION INC
501 KINGS HWY EAST STE 400FAIRFIELDCT06825N/APCGeneral & Unrestricted$500
SAVE THE CHILDREN FEDERATION INC
501 KINGS HWY EAST STE 400FAIRFIELDCT06825N/APCGaza Children Fund$500
SEACOLOGY
1623 SOLANO AVEBERKELEYCA94707N/APCGeneral & Unrestricted$15,000
SEACOLOGY
1623 SOLANO AVEBERKELEYCA94707N/APCDominican Republic Project$10,000
SEND IT
10075 W RIVER ST 204TRUCKEECA96161N/APCGeneral & Unrestricted$3,250
SHE-CAN GLOBAL INC
PO BOX 876MILL VALLEYCA94942N/APCGeneral & Unrestricted$3,500
ST VINCENT DE PAUL SOCIETY
820 B STSAN RAFAELCA94901N/APCGeneral & Unrestricted$500
ST IGNATIUS COLLEGE PREPARATORY
2001 37TH AVESAN FRANCISCOCA94116N/APCGeneral & Unrestricted$1,000
TECHNOSERVE INC
1777 N KENT ST SUITE 1100ALRINGTONVA22209N/APCGeneral & Unrestricted$5,500
TELLURIDE COUNCIL FOR THE ARTS AND HUMANITIES
PO BOX 152TELLURIDECO81435N/APCAugment Musicians Fund$1,000
TELLURIDE FOUNDATION
PO BOX 4222TELLURIDECO81435N/APCGeneral & Unrestricted$1,000
THACHER SCHOOL INC
5025 THACHER RDOJAICA93023N/APCGeneral & Unrestricted$1,000
THE BRANSON SCHOOL
39 FERNHILL AVE 887ROSSCA94957N/APCGeneral & Unrestricted$1,000
THE OUTDOOR ART CLUB
1 W BLITHEDALE AVEMILL VALLEYCA94941N/APCGeneral & Unrestricted$250
TOGETHER RISING
800 WEST BROAD ST 6409FALLS CHURCHVA22040N/APCGeneral & Unrestricted$1,000
TOGETHER WOMEN RISE
PO BOX 25633GREENVILLESC29616N/APCGeneral & Unrestricted$1,000
VETERANS YOGA PROJECT
PO BOX 6472ALAMEDACA94501N/APCGeneral & Unrestricted$500
WATSI
548 MARKET ST 75903SAN FRANCISCOCA94104N/APCGeneral & Unrestricted$500
WEST POINT INN ASSOCIATION
100 OLD RAILROAD GRADE FIRE RDMILL VALLEYCA94941N/APCGeneral & Unrestricted$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$124,900TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$258ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,410ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$75,228ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$102,896ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$102,896TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CL C$67,517$253,674
AMAZON COM$29,816$91,164
APPLE INC$34,817$231,036
BANK OF AMERICA CORP$60,653$114,478
BLACKROCK INC$78,191$154,242
CATERPILLAR INC$62,119$133,052
CHEVRON CORP$12,334$22,374
COMCAST CORP$31,487$43,850
COSTCO WHOLESALE CORPORATION$54,645$181,522
HOME DEPOT INC$58,841$103,965
INTUITIVE SURGICAL$56,072$128,534
JP MORGAN CHASE$25,284$73,143
LYONDELLBASELL INDUSTRIES NV$56,399$61,802
MASTERCARD INC$34,050$149,279
META PLATFORMS INC$347,277$371,303
MICROSOFT CORP$71,384$225,624
PEPSICO INC$24,393$33,968
RAYTHEON TECHNOLOGIES CORP$37,062$41,481
THERMO FISHER SCIENTIFIC INC$174,585$289,281
VISA INC$46,914$156,210
WALT DISNEY HOLDINGS CO$73,532$63,203

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
ALL ACROSS AFRICA SER AA PFD -$100,000$100,591
GJENGE MAKERS LTD RT SIMPLE AG$50,000$50,000
JIBU, INC$101,497$150,002
KASHA GLOBAL PFD SER A$100,000$100,000
KASHA GLOBAL PFD SER A-1$29,397$38,534
KASHA GLOBAL PFD SER A-2$56,238$70,298
KASHA GLOBAL PFD SER A-3$25,000$25,000
WIST INC PFD$27,343$27,343

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$17,558$17,558
State or Local Filing Fees$25$25

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURNED GRANTDesc
Amt$500Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$12,929Amt
Net Investment Income$12,929NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2023$1,000
990-PF Extension for 2022$900

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