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THE BINKLEY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE BINKLEY FOUNDATION (EIN 68-0233907)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-19
IRS object ID
202442329349100524
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-19T18:04:17-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273019797PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAHER ACCOUNTANCYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11101 FIFTH AVENUE SUITE 200AddressLine1Txt
CitySAN RAFAELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP949012903ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680233907EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BINKLEY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBINKBusinessNameControlTxt
Phone4153509904PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2128AddressLine1Txt
CityMILL VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94942ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHARON BINKLEY STRAUSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4153509904PhoneNum
Signature2024-07-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN W MAHER CPAPreparerPersonNm
PTINP00011468PTIN
Phone4154591249PhoneNum
Preparation2024-08-19PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,708,748FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6,350InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,350InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6,350InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$22,389DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,389DividendsNetInvstIncmAmt
Dividends Adj Net Incm$22,389DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,072NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,081GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,072CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$1NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$31,811TotalRevAndExpnssAmt
Total Net Invst Incm$31,811TotalNetInvstIncmAmt
Total Adj Net Incm$28,740TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$24,453LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$24,453LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,885AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$206TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$5,557TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$958OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$33,059TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$24,453TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$75,159TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$66,553TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$43,348ExcessRevenueOverExpensesAmt
Net Investment Income$31,811NetInvestmentIncomeAmt
Adjusted Net Income$28,740AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,427,988CashBOYAmt
Cash EOY$1,415,797CashEOYAmt
Cash EOYFMV$1,415,797CashEOYFMVAmt
Corporate Stock BOY$1,141,955CorporateStockBOYAmt
Corporate Stock EOY$1,292,951CorporateStockEOYAmt
Corporate Stock EOYFMV$1,292,951CorporateStockEOYFMVAmt
Total Assets BOY$2,569,943TotalAssetsBOYAmt
Total Assets EOY$2,708,748TotalAssetsEOYAmt
Total Assets EOYFMV$2,708,748TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,569,943NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,708,748NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,569,943TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,708,748TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,569,943TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,708,748TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,569,943TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$43,348ExcessRevenueOverExpensesAmt
Other Increases$182,153OtherIncreasesAmt
Subtotal$2,708,748SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,708,748TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NET LEASE OFFICE PROPERTIESP2023-11-022023-11-02$10$9$1$1
KONINKLLJKE PHILIPSP2000-08-032023-05-11$15$15$15
FieldValueIRS element (for citing)
Capital Gain Net Income$3,072CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$442InvestmentIncomeExciseTaxAmt
Subtotal$442SubtotalAmt
Tax Based On Investment Income$442TaxBasedOnInvestmentIncomeAmt
Tax Due$442TaxDueAmt

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 StateCAOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt
Individual With BooksSHARON BINKLEY STRAUSIndividualWithBooksNm
Phone4153509904PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2128AddressLine1Txt
CityMILL VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94942ZIPCd
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
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
SHARON BINKLEY STRAUS
PO BOX 2128MILL VALLEYCA94942PRESIDENT2.00$0$0$0
LAUREN HOWARD
35 ROCK RDKENTFIELDCA94904SECRETARY/TR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SEE PART XIV FOR INFORMATION.Description1Txt
Expenses1$42,100Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,197,148AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,414,398AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,611,546TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,611,546AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,173CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,572,373NetVlNoncharitableAssetsAmt
Minimum Investment Return$128,619MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$128,619MinimumInvestmentReturnAmt
Tax Based On Investment Income$442TaxBasedOnInvestmentIncomeAmt
Total Tax$442TotalTaxAmt
Distributable Before Adj$128,177DistributableBeforeAdjAmt
Distributable Before Ded$128,177DistributableBeforeDedAmt
Distributable As Adjusted$128,177DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$66,553ExpensesAndContributionsAmt
Qualifying Distributions$66,553QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$128,177DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$7,577,394ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,577,394TotalExcessDistributionCyovAmt
Qualifying Distributions$66,553QualifyingDistributionsAmt
Applied To Current Year$66,553AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$61,624ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$61,624ExcessDistributionCyovAppCYAmt
Total Corpus$7,515,770TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$7,515,770ExcessDistriCyovToNextYrAmt
Excess From Year1$7,515,770ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
PLANNED PARENTHOOD
2185 PACHEOCO STCONCORDCA94520PCHEALTH CARE$1,000
MONICA OZBEK
24 MARCH FIELD CTNOVATOCA94949IEDUCATION$7,000NONE
MAUI HUMANE SOCIETY
MEHAMEHA LOOPPUUNENEHI96784PCCHARITABLE ASSISTANCE$1,000
THE SPAHR CENTER
150 NELLEN AVE 100CORTE MADERACA94925PCCHARITABLE ASSISTANCE$1,000
UCSF FOUNDATION CANCER CENTER
2340 SUTTER STSAN FRANCISCOCA94115PCHEALTH CARE$1,000
FOUNDATION TO ADVANCE VASCULAR CURE
274 REDWOOD SHORES 717REDWOOD CITYCA94065PCHEALTH CARE$30,000
CA FILM INSTITUTE
1001 LOOTENS PLACESAN RAFAELCA94901PCCHARITABLE ASSISTANCE$1,100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,100TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,350RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$22,389RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,072RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$31,811RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,811TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,885Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SCHWAB EQUITIES$869,570$869,570
SCHWAB EQUITY FUNDS$150,790$150,790
SCHWAB EXCHANGE TRADED FUNDS$171,553$171,553
SCHWAB OTHER ASSETS$101,038$101,038

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Legal Fees$24,453LegalFeesAmt
Disbursements Charitable Prps$24,453DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
INSURANCE$958

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$182,153Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FOREIGN TAX SCHWAB A/C 0692$181
CA ATTORNEY GENERAL$25

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