PAUL L WATTIS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PAUL L WATTIS FOUNDATION (EIN 84-1624183)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202511329349101806
- Schema version
- 2024v5.1
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T11:49:57-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943344845 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Botto Law Group LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 Montgomery Street 16th Floor | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841624183 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Paul L Wattis Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 4153649700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 Montgomery Street 1616 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Paul L Wattis III | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4153649700 | PhoneNum |
| Signature | 2025-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephanie Dobozin Esq | PreparerPersonNm |
| PTIN | P00302837 | PTIN |
| Phone | 4153649700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,114,154 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $26,564 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,564 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $140,058 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $140,058 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $906,029 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $954,657 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $906,029 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,072,651 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,072,651 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $32,499 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,125 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,374 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,215 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,215 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $925 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $925 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $6,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,000 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,794 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,644 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,433 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,415 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,018 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $370,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $370,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $422,933 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,415 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $409,518 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $649,718 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,059,236 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $363,106 | CashBOYAmt |
| Cash EOY | $345,387 | CashEOYAmt |
| Cash EOYFMV | $345,387 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $528,930 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,245,234 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,245,234 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,245,342 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,196,474 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,523,533 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,137,378 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,787,095 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,114,154 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,137,378 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,787,095 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,137,378 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,787,095 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,137,378 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,787,095 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,137,378 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $649,718 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,787,096 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,787,095 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Tesla Inc., 104 shs | P | 2019-04-29 | 2024-11-18 | $33,099 | $1,686 | $31,413 | $31,413 |
| Tesla Inc., 100 shs | P | 2019-04-29 | 2024-11-18 | $31,826 | $1,621 | $30,205 | $30,205 |
| Tesla Inc., 2,796 shs | P | 2019-04-29 | 2024-11-18 | $889,732 | $45,321 | $844,411 | $844,411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $906,029 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,723 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,723 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,723 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,703 | 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 | $11,703 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,020 | TaxDueAmt |
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 | Paul L Wattis III President | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4153649700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 Montgomery St Ste 1616 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941044235 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Paul L Wattis III | ||||||||
| 180 Montgomery St Ste 1616 | San Francisco | CA | 941044235 | President, Director | 12.00 | $0 | $0 | $0 |
| Paul L Wattis Jr | ||||||||
| 180 Montgomery St Ste 1616 | San Francisco | CA | 941044235 | Sect'y., Tres., Director | 1.00 | $0 | $0 | $0 |
| Anne M Wattis | ||||||||
| 180 Montgomery St Ste 1616 | San Francisco | CA | 941044235 | Director | 1.00 | $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 | $10,026,413 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $826,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,853,345 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,853,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $162,800 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,690,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $534,527 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $534,527 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,723 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,723 | TotalTaxAmt |
| Distributable Before Adj | $519,804 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $519,804 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $519,804 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $409,518 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $409,518 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $519,804 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $172,937 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $113,288 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $48,587 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $334,812 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $409,518 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $409,518 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $110,286 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $110,286 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $224,526 | 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 | $62,651 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $161,875 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $113,288 | ExcessFromYear3Amt |
| Excess From Year1 | $48,587 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Near East Refugee Aid Inc | |||||||
| 1111 14th Street NW Suite 400 | Washington | DC | 200055604 | None | PC | Support the distribution of meals to people affected by the war in Gaza | $30,000 |
| Aspen Historical Society | |||||||
| 620 W Bleeker Street | Aspen | CO | 81611 | None | PC | General support | $500 |
| Diocese of Monterey | |||||||
| PO Box 247 | Tres Pinos | CA | 950750247 | None | PC | Support the Parish Painting Project | $5,000 |
| LACMA - Museum Associates | |||||||
| 5905 Wilshire Boulevard | Los Angeles | CA | 900364504 | None | PC | Support Ed Ruscha/Now Then: A Retrospective | $50,000 |
| Saint John's Presbyterian Church | |||||||
| 25 Lake Street | San Francisco | CA | 94118 | None | PC | Support the provision of a space available for community purposes | $5,000 |
| San Francisco Jazz Organization | |||||||
| 201 Franklin Street | San Francisco | CA | 94102 | None | PC | Support the SFJAZZ Immersive Media Project | $100,000 |
| San Francisco Jazz Organization | |||||||
| 201 Franklin Street | San Francisco | CA | 94102 | None | PC | Support the SFJAZZ Gala 2024 | $25,000 |
| Sweetwater Music Hall | |||||||
| 19 Corte Madera Avenue | Mill Valley | CA | 94941 | None | PC | General support | $50,000 |
| The Grabhorn Institute & Arion Press | |||||||
| 1802 Hays Street The Presidio | San Francisco | CA | 941291197 | None | PC | Capital campaign to help move the Arion Press historic printing facility to Fort Mason | $50,000 |
| The Grabhorn Institute & Arion Press | |||||||
| 1802 Hays Street The Presidio | San Francisco | CA | 941291197 | None | PC | Capital campaign to help move the Arion Press historic printing facility to Fort Mason | $50,000 |
| The Swedenborgian Church | |||||||
| 3200 Washington Street | San Francisco | CA | 94115 | None | PC | Support the provision of a space available for community purposes | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $370,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,564 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $140,058 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $906,029 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,072,651 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,072,651 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M Co Com, 2,000 shs | $149,245 | $258,180 |
| Adobe Inc, 900 shs | $257,234 | $400,212 |
| Amazon, 2,000 shs | $194,325 | $438,780 |
| American Express Co Com, 4,446 shs | $191,599 | $1,319,528 |
| Block, Inc, 3,800 shs | $278,130 | $322,962 |
| Caterpillar Inc Com, 2,500 shs | $255,493 | $906,900 |
| Cisco Systems, 5,000 shs | $280,533 | $296,000 |
| Colgate Palmolive Co Com, 5,095 shs | $195,315 | $463,186 |
| Costco Wholesale Corp, 1,100 shs | $269,244 | $1,007,897 |
| Deere & Co Com, 1,500 shs | $132,464 | $635,550 |
| Honeywell International Inc Com, 3,091 shs | $162,743 | $698,226 |
| Illinois Tool Works Inc Com, 2,000 shs | $106,961 | $507,120 |
| International Business Machs Corp, 2,000 | $267,004 | $439,660 |
| Johnson Controls International, 2,500 shs | $101,698 | $197,325 |
| Kyndryl Holdings Inc, 400 shs | $11,706 | $13,840 |
| Lyft, Inc, 4,700 shs | $278,729 | $60,630 |
| Microsoft Corp, 2,100 | $272,493 | $885,151 |
| PG&E Corp Com, 6,000 shs | $254,399 | $121,080 |
| Tesla, Inc, 2,250 shs | $36,471 | $908,640 |
| Union Pac Corp Com, 2,000 shs | $93,460 | $456,080 |
| Zoom Video Communications Inc, 350 shs | $99,543 | $28,564 |
| Zuora, Inc, 12,600 shs | $280,267 | $124,992 |
| Solventum Corp, 500 shs | $27,418 | $33,030 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Botto Law Group LLP | CategoryTxt |
| Legal Fees | $32,499 | LegalFeesAmt |
| Net Investment Income | $8,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,374 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding adjustment | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance premiums | $5,494 | $0 | $5,494 |
| CA Attorney General Registry of Charitable Trusts | $75 | $75 | $0 |
| Wells Fargo Trading fee | $75 | $75 | $0 |
| Subscriptions, memberships | $3,150 | $0 | $3,150 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Wells Fargo Bank, custody fees | CategoryTxt |
| Amt | $4,215 | Amt |
| Net Investment Income | $4,215 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign tax withholdings | CategoryTxt |
| Amt | $925 | Amt |
| Net Investment Income | $925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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