FIVE ARTS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FIVE ARTS FOUNDATION (EIN 81-6644155)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202403179349102510
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T13:13:44-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BUSH STREET STE 1800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941044425 | 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 | 816644155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIVE ARTS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HELEN BERGGRUEN | InCareOfNm |
| Business Name Control | FIVE | BusinessNameControlTxt |
| Phone | 4156471340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460908 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELEN BERGGRUEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4156471340 | PhoneNum |
| Signature | 2024-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | ADRIANA LEWIS | PreparerPersonNm |
| PTIN | P00877524 | PTIN |
| Phone | 4153977900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $76,789 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $356,712 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $0 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $0 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $61 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $356,712 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $232,154 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $356,773 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $232,215 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $390 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $390 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $140 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $140 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,830 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,540 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,290 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $341,390 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $341,390 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $348,220 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,540 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $344,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,553 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $228,675 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,088 | CashBOYAmt |
| Cash EOY | $71,831 | CashEOYAmt |
| Cash EOYFMV | $71,831 | CashEOYFMVAmt |
| Other Assets BOY | $4,958 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,958 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,958 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $55,046 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,789 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $76,789 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $12,765 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $19,065 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $12,765 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,065 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $42,281 | RetainedEarningBOYAmt |
| Retained Earning EOY | $57,724 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,281 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,724 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,046 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $76,789 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,281 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,553 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,890 | OtherIncreasesAmt |
| Subtotal | $57,724 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $57,724 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50 SHS AMERIPRISE FINANCIAL INC | P | 2020-04-15 | 2023-03-01 | $17,138 | $5,329 | $11,809 | $11,809 |
| 300 SHS CORTEVA INC | P | 2020-04-15 | 2023-03-01 | $18,751 | $7,559 | $11,192 | $11,192 |
| 150 SHS LENNAR CORP | P | 2020-03-25 | 2023-03-01 | $14,453 | $5,435 | $9,018 | $9,018 |
| 75 SHS PARKER HANNIFIN CORP | P | 2020-04-15 | 2023-03-01 | $26,487 | $10,044 | $16,443 | $16,443 |
| 31 SHS ANSYS INC | P | 2017-06-29 | 2023-03-31 | $10,165 | $3,738 | $6,427 | $6,427 |
| 125 SHS AMERIPRISE FINANCIAL INC | P | 2020-04-15 | 2023-03-31 | $37,950 | $13,322 | $24,628 | $24,628 |
| 500 SHS CORTEVA INC | P | 2020-04-15 | 2023-03-31 | $29,879 | $12,598 | $17,281 | $17,281 |
| 41 SHS LENNAR CORP | P | 2020-03-25 | 2023-03-31 | $4,249 | $1,485 | $2,764 | $2,764 |
| 409 SHS LENNAR CORP | P | 2020-03-25 | 2023-03-31 | $42,385 | $14,818 | $27,567 | $27,567 |
| 170 SHS PARKER HANNIFIN CORP | P | 2020-04-15 | 2023-03-31 | $56,838 | $22,767 | $34,071 | $34,071 |
| 15 SHS ASML HOLDING N.V. | P | 2018-12-27 | 2023-03-31 | $10,069 | $2,302 | $7,767 | $7,767 |
| 75 SHS NOVO NORDISK A/S | P | 2018-12-27 | 2023-03-31 | $11,725 | $3,417 | $8,308 | $8,308 |
| 259 SHS LENNAR CORP | P | 2019-01-07 | 2023-11-14 | $32,790 | $10,992 | $21,798 | $21,798 |
| 43 SHS LENNAR CORP | P | 2019-01-07 | 2023-11-14 | $5,444 | $1,825 | $3,619 | $3,619 |
| 12 SHS MERCADOLIBRE INC | P | 2018-12-24 | 2023-11-14 | $16,757 | $3,102 | $13,655 | $13,655 |
| 23 SHS MICROSOFT CORP | P | 2019-01-07 | 2023-11-14 | $8,302 | $2,361 | $5,941 | $5,941 |
| 4 SHS ASML HOLDING N.V. | P | 2018-12-27 | 2023-11-14 | $2,587 | $614 | $1,973 | $1,973 |
| 1 SH ASML HOLDING N.V. | P | 2019-02-04 | 2023-11-14 | $647 | $179 | $468 | $468 |
| 5 SHS HERMES INTL SA | P | 2018-12-27 | 2023-11-14 | $10,097 | $2,672 | $7,425 | $7,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $232,154 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,179 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,179 | SubtotalAmt |
| Tax Based On Investment Income | $3,179 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,543 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,543 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $3,357 | OverpaymentAmt |
| Applied To ES Tax | $3,357 | 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 |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELEN BERGGRUEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156471340 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460908 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94146 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| HELEN BERGGRUEN | ||||||||
| PO BOX 460908 | SAN FRANCISO | CA | 94146 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| HILARY RAND | ||||||||
| PO BOX 460908 | SAN FRANCISO | CA | 94146 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ACTIVITIES OF THE FOUNDATION ARE LIMITED TO GRANT MAKING. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,327 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $171,739 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $173,066 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $173,066 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,596 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $170,470 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,524 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,524 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,179 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,179 | TotalTaxAmt |
| Distributable Before Adj | $5,345 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,345 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,345 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $344,680 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $344,680 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,345 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $311,457 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $294,693 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $205,056 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $291,985 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $256,816 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,360,007 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $344,680 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $5,345 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $339,335 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,699,342 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $311,457 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,387,885 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $294,693 | ExcessFromYear4Amt |
| Excess From Year3 | $205,056 | ExcessFromYear3Amt |
| Excess From Year2 | $291,985 | ExcessFromYear2Amt |
| Excess From Year1 | $256,816 | ExcessFromYear1Amt |
| Excess From Current Year | $339,335 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HELEN BERGGRUEN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| SAN FRANCISCO OPERA | |||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE & 501(c)(3) | IN SUPPORT OF SAN FRANCISCO OPERA | $110,000 | |
| THE METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE & 501(c)(3) | IN SUPPORT OF THE METROPOLITAN OPERA | $17,500 | |
| WEST EDGE OPERA | |||||||
| 1700 SHATTUCK AVENUE 312 | BERKELEY | CA | 94709 | NONE & 501(c)(3) | IN SUPPORT OF WEST EDGE OPERA | $2,020 | |
| NAPA VALLEY COMMUNITY FOUNDATION | |||||||
| 3299 CLAREMONT WAY SUITE 2 | NAPA | CA | 94558 | NONE & 501(c)(3) | IN SUPPORT OF NAPA VALLEY COMMUNITY FOUNDATION | $40,000 | |
| MEROLA OPERA PROGRAM | |||||||
| 601 VAN NESS AVENUE SUITE S | SAN FRANCISCO | CA | 94102 | NONE & 501(c)(3) | IN SUPPORT OF MEROLA OPERA PROGRAM | $4,870 | |
| SAN FRANCISCO PERFORMANCES | |||||||
| 500 SUTTER STREET | SAN FRANCISCO | CA | 94102 | NONE & 501(c)(3) | IN SUPPORT OF SAN FRANCISCO PERFORMANCES. | $10,000 | SUITE 710 |
| SF SYMPHONY | |||||||
| 201 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE & 501(c)(3) | IN SUPPORT OF SF SYMPHONY | $5,000 | |
| The San Francisco Conservatory of Music (SFCM) | |||||||
| 50 Oak Street | San Francisco | CA | 94102 | NONE & 501(c)(3) | IN SUPPORT OF The San Francisco Conservatory of Music (SFCM) | $70,000 | |
| Houston Grand Opera | |||||||
| 510 Preston Street | Houston | TX | 77002 | NONE & 501(c)(3) | IN SUPPORT OF Houston Grand Opera | $25,000 | |
| Lyric Opera of Chicago | |||||||
| 20 N Wacker Drive Suite 860 | Chicago | IL | 60606 | NONE & 501(c)(3) | IN SUPPORT OF Lyric Opera of Chicago | $1,000 | |
| The Grabhorn Institute | |||||||
| 1802 Hays Street The Presidio | San Francisco | CA | 94129 | NONE & 501(c)(3) | IN SUPPORT OF The Grabhorn Institute | $500 | |
| THE CORPORATION OF THE FINE ARTS MUSEUM (COFAM) | |||||||
| 50 Hagiwara Tea Garden Drive | San Francisco | CA | 94118 | NONE & 501(c)(3) | IN SUPPORT OF THE CORPORATION OF THE FINE ARTS MUSEUM (COFAM) | $5,000 | |
| UCB CAL Performances | |||||||
| 101 Zellerbach Hall 4800 | Berkeley | CA | 94720 | NONE & 501(c)(3) | In SUPPORT OF UCB CAL Performances | $25,000 | |
| Pocket Opera | |||||||
| 469 Bryant St | San Francisco | CA | 94107 | NONE & 501(c)(3) | IN SUPPORT OF Pocket Opera | $250 | |
| San Jose Opera | |||||||
| 2149 Paragon Drive | San Jose | CA | 95131 | NONE & 501(c)(3) | IN SUPPORT OF San Jose Opera | $250 | |
| San Francisco Foundation | |||||||
| One Embarcadero Center Suite 1400 | San Francisco | CA | 94111 | NONE & 501(c)(3) | IN SUPPORT OF San Francisco Foundation | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $341,390 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $61 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (19 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Helen Berggruen | ||||||
| 1 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $17,138 | Yes (X) |
| Helen Berggruen | ||||||
| 2 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $18,750 | Yes (X) |
| Helen Berggruen | ||||||
| 3 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $14,453 | Yes (X) |
| Helen Berggruen | ||||||
| 4 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $26,487 | Yes (X) |
| Helen Berggruen | ||||||
| 5 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $10,165 | Yes (X) |
| Helen Berggruen | ||||||
| 6 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $37,950 | Yes (X) |
| Helen Berggruen | ||||||
| 7 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $29,879 | Yes (X) |
| Helen Berggruen | ||||||
| 8 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $4,249 | Yes (X) |
| Helen Berggruen | ||||||
| 9 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $42,385 | Yes (X) |
| Helen Berggruen | ||||||
| 10 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $56,838 | Yes (X) |
| Helen Berggruen | ||||||
| 11 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $10,069 | Yes (X) |
| Helen Berggruen | ||||||
| 12 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $11,725 | Yes (X) |
| Helen Berggruen | ||||||
| 13 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $32,790 | Yes (X) |
| Helen Berggruen | ||||||
| 14 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $5,444 | Yes (X) |
| Helen Berggruen | ||||||
| 15 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $16,757 | Yes (X) |
| Helen Berggruen | ||||||
| 16 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $8,302 | Yes (X) |
| Helen Berggruen | ||||||
| 17 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $2,587 | Yes (X) |
| Helen Berggruen | ||||||
| 18 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $647 | Yes (X) |
| Helen Berggruen | ||||||
| 19 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $10,097 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (19 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 50 SHS AMERIPRISE FINANCIAL INC | $17,138 | 2023-03-01 |
| 2 | 300 SHS CORTEVA INC | $18,751 | 2023-03-01 |
| 3 | 150 SHS LENNAR CORP | $14,453 | 2023-03-01 |
| 4 | 75 SHS PARKER HANNIFIN CORP | $26,487 | 2023-03-01 |
| 5 | 31 SHS ANSYS INC | $10,165 | 2023-03-31 |
| 6 | 125 SHS AMERIPRISE FINANCIAL INC | $37,950 | 2023-03-31 |
| 7 | 500 SHS CORTEVA INC | $29,879 | 2023-03-31 |
| 8 | 41 SHS LENNAR CORP | $4,249 | 2023-03-31 |
| 9 | 409 SHS LENNAR CORP | $42,385 | 2023-03-31 |
| 10 | 170 SHS PARKER HANNIFIN CORP | $56,838 | 2023-03-31 |
| 11 | 15 SHS ASML HOLDING N.V. | $10,069 | 2023-03-31 |
| 12 | 75 SHS NOVO NORDISK A/S | $11,725 | 2023-03-31 |
| 13 | 259 SHS LENNAR CORP | $32,790 | 2023-11-14 |
| 14 | 43 SHS LENNAR CORP | $5,444 | 2023-11-14 |
| 15 | 12 SHS MERCADOLIBRE INC | $16,757 | 2023-11-14 |
| 16 | 23 SHS MICROSOFT CORP | $8,302 | 2023-11-14 |
| 17 | 4 SHS ASML HOLDING N.V. | $2,587 | 2023-11-14 |
| 18 | 1 SH ASML HOLDING N.V. | $647 | 2023-11-14 |
| 19 | 5 SHS HERMES INTL SA | $10,097 | 2023-11-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,300 | Amt |
| Net Investment Income | $3,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,150 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT | Desc |
| BOY Book Value | $4,958 | BOYBookValueAmt |
| EOY Book Value | $4,958 | EOYBookValueAmt |
| EOYFMV | $4,958 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WEBSITE | Desc |
| Revenue And Expenses Per Books | $140 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $140 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH CONTRIBUTION | Desc |
| Amt | $6,890 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT PAYABLE | Desc |
| BOY Book Value | $12,765 | BOYBookValueAmt |
| EOY Book Value | $19,065 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ANNUAL FOUNDATION SERVICE FEE | $150 | $150 |
| TRADING FEES | $240 | $240 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Helen Berggruen | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460908 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94146 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt |
|---|
| FEDERAL TAX |
| CA FILING FEE |
Comments