JA COMMUNITY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JA COMMUNITY FOUNDATION (EIN 47-5147963)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-31
IRS object ID
202301519349101405
Schema version
2022v5.0
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)
Return2023-05-31T15:18:00-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261367143PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NAVOLIO & TALLMAN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12121 N CALIFORNIA BLVD SUITE 610AddressLine1Txt
CityWALNUT CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94596ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475147963EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JA COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJACOBusinessNameControlTxt
Phone8004006633PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1180 GRAND AVENUE 1530AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN DIVIZICHPersonNm
Person TitleCHIEF EXECUTIVEPersonTitleTxt
Phone8004006633PhoneNum
Signature2023-05-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHENPersonFirstNm
Person LastDIVIZICHPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY MESSERSCHMIDTPreparerPersonNm
PTINP01345672PTIN
Phone4159561750PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,395,566FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$42,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$39,440DividendsRevAndExpnssAmt
Dividends Net Invst Incm$39,440DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$66,816NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$842,172GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$66,816CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$11,400OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$159,656TotalRevAndExpnssAmt
Total Net Invst Incm$106,256TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$12,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,250CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$11,250CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$630LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$63LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$567LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,325AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$333AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,993AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,201OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$320OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,881OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,412TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$208,295OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$31,307OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$176,929OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$231,363TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,273TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$194,620TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$380,556ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$380,556ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$611,919TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,273TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$575,176TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$452,263ExcessRevenueOverExpensesAmt
Net Investment Income$72,983NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,353CashBOYAmt
Cash EOY$49,010CashEOYAmt
Cash EOYFMV$49,010CashEOYFMVAmt
Sav And Temp Cash Invst BOY$106,512SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$100,856SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$100,856SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$974,176CorporateStockBOYAmt
Corporate Stock EOY$613,606CorporateStockEOYAmt
Corporate Stock EOYFMV$670,852CorporateStockEOYFMVAmt
Corporate Bonds BOY$786,106CorporateBondsBOYAmt
Corporate Bonds EOY$655,383CorporateBondsEOYAmt
Corporate Bonds EOYFMV$574,819CorporateBondsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$29OtherAssetsEOYAmt
Other Assets EOYFMV$29OtherAssetsEOYFMVAmt
Total Assets BOY$1,871,147TotalAssetsBOYAmt
Total Assets EOY$1,418,884TotalAssetsEOYAmt
Total Assets EOYFMV$1,395,566TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,871,147RetainedEarningBOYAmt
Retained Earning EOY$1,418,884RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,871,147TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,418,884TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,871,147TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,418,884TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,871,147TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$452,263ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,418,884SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,418,884TotNetAstOrFundBalancesEOYAmt

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
UNION BANK #0740P2021-10-272022-12-31$84,391$91,969-$7,578-$7,578
UNION BANK #0740P2020-04-232022-12-31$757,781$683,387$74,394$74,394
FieldValueIRS element (for citing)
Capital Gain Net Income$66,816CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,014InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,014SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,014TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$29EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$29TotalPaymentsAndCreditsAmt
Es Penalty$47EsPenaltyAmt
Tax Due$1,032TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJA HEALTH BENEFITS TRUSTIndividualWithBooksNm
Phone8004006633PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1180 GRAND AVENUE NO 1530AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DR LEROY MORISHITA
180 GRAND AVENUE NO 1530OAKLANDCA94612PRESIDENT & DIRECTOR0.50$1,250$0$0
DOUG URATA
180 GRAND AVENUE NO 1530OAKLANDCA94612VICE-PRESIDENT & DIRECTOR2.00$2,500$0$0
CAROL NISHITA
180 GRAND AVENUE NO 1530OAKLANDCA94612SECRETARY & DIRECTOR2.00$0$0$0
JAMES OSHIMA
180 GRAND AVENUE NO 1530OAKLANDCA94612TREASURER & DIRECTOR1.00$2,500$0$0
EDWARD ODA
180 GRAND AVENUE NO 1530OAKLANDCA94612DIRECTOR2.00$1,250$0$0
GAYLE KONO
180 GRAND AVENUE NO 1530OAKLANDCA94612DIRECTOR0.50$0$0$0
GREGORY MUKAI
180 GRAND AVENUE NO 1530OAKLANDCA94612DIRECTOR0.50$1,250$0$0
CAROLE YAMAKOSHI
180 GRAND AVENUE NO 1530OAKLANDCA94612DIRECTOR2.00$1,250$0$0
STEPHEN DIVIZICH
180 GRAND AVENUE NO 1530OAKLANDCA94612CHIEF EXECUTIVE20.00$0$0$0
PETER NAKASO
180 GRAND AVENUE NO 1530OAKLANDCA94612DIRECTOR2.00$2,500$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,684,725AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$158,316AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,843,041TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,843,041AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,646CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,815,395NetVlNoncharitableAssetsAmt
Minimum Investment Return$90,770MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$90,770MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,014TaxBasedOnInvestmentIncomeAmt
Total Tax$1,014TotalTaxAmt
Distributable Before Adj$89,756DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$89,756DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$89,756DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$575,176ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$575,176QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$89,756DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$262,093ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$414,810ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$267,522ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$715,730ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,660,155TotalExcessDistributionCyovAmt
Qualifying Distributions$575,176QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$89,756AppliedToCurrentYearAmt
Remaining Distri From Corpus$485,420RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,145,575TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,145,575ExcessDistriCyovToNextYrAmt
Excess From Year4$262,093ExcessFromYear4Amt
Excess From Year3$414,810ExcessFromYear3Amt
Excess From Year2$267,522ExcessFromYear2Amt
Excess From Year1$715,730ExcessFromYear1Amt
Excess From Current Year$485,420ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACC SENIOR SERVICES
7334 PARK CITY DRIVESACRAMENTOCA95831501(C)(3)COMMUNITY OUTREACH$16,500
EAST SAN GABRIEL VALLEY JAPANESE COMMUNITY CENTER
1203 W PUENTE AVENUEWEST COVINACA91790501(C)(3)COMMUNITY OUTREACH$15,000
J-SEI INC
1285 66TH STREETEMERYVILLECA94608501(C)(3)COMMUNITY OUTREACH$15,000
JAHSSD
PO BOX 22349SAN DIEGOCA921922349501(C)(3)COMMUNITY OUTREACH$2,556
JAPANESE AMERICAN CULTURAL AND COMMUNITY CENTER
244 SAN PEDRO STREETLOS ANGELESCA90012501(C)(3)COMMUNITY OUTREACH$15,000
JAPANESE COMMUNITY PIONEER CENTER
244 SAN PEDRO STREET SUITE 301LOS ANGELESCA90012501(C)(3)COMMUNITY OUTREACH$10,000
LONG BEACH JAPANESE CULTURAL CENTER
1766 SEABRIGHT AVENUELONG BEACHCA90813501(C)(3)COMMUNITY OUTREACH$10,000
SAN FERNANDO VALLEY JA COMMUNITY CENTER
12953 BRANFORD STREETPACOIMACA91331501(C)(3)COMMUNITY OUTREACH$10,000
TIDES CENTER
1012 TORNEY AVENUESAN FRANCISCOCA94129501(C)(3)COMMUNITY OUTREACH$35,000
YU-AI KAI
588 N 4TH STREETSAN JOSECA95112501(C)(3)COMMUNITY OUTREACH$27,000
ALZHEIMER ASSOCIATION
2290 N 1ST STREET SUITE 101SAN JOSECA95131501(C)(3)COMMUNITY OUTREACH$15,000
BERKELEY BUDDHIST TEMPLE
2121 CHANNING WAYBERKELEYCA94704501(C)(3)COMMUNITY OUTREACH$15,000
COLORADO PRESERVATION INC
1420 OGDEN STREET SUITE 104DENVERCO80218501(C)(3)COMMUNITY OUTREACH$10,000
DENSHO
1416 S JACKSON STSEATTLEWA98144501(C)(3)COMMUNITY OUTREACH$19,300
DISORIENT ASIAN AMERICAN FILM FESTIVAL
FESTIVAL OF OREGON 2595 BOWMONTEUGENEOR97401501(C)(3)COMMUNITY OUTREACH$2,500DRIVE
HAYWARD AREA HISTORICAL SOCIETY
22380 FOOTHILL BLVDHAYWARDCA94541501(C)(3)COMMUNITY OUTREACH$15,000
JASGP
5070 PARKSIDE AVE SUITE 1400PHILADELPHIAPA19131501(C)(3)COMMUNITY OUTREACH$25,000
JB LINE INC
99 MASSACHUSETTS AVE NO6ARLINGTONMA02474501(C)(3)COMMUNITY OUTREACH$4,500
JCC OF HAWAII
2454 SOUTH BERETANIA STREETHONOLULUHI96826501(C)(3)COMMUNITY OUTREACH$10,000
JCCCNC
1840 SUTTER STREETSAN FRANCISCOCA94115501(C)(3)COMMUNITY OUTREACH$10,000
MEDIA BRIDGES
444 FOURTH STREET 22DAVISCA95616501(C)(3)COMMUNITY OUTREACH$25,000
NEW MEXICO JACL
PO BOX 3707ALBUQUERQUENM871767074501(C)(3)COMMUNITY OUTREACH$32,500
SEATTLE JACL
PO BOX 18558SEATTLEWA981180558501(C)(3)COMMUNITY OUTREACH$15,700
WING LUKE MEMORIAL FOUNDATION
719 S KING STSEATTLEWA98122501(C)(3)COMMUNITY OUTREACH$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$380,556TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,440ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$66,816ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescRETURNED GRANTSDesc
Related Or Exempt Function Incm$11,400RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$106,256ExclusionAmt
Related Or Exempt Function Incm$11,400RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$117,656TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementTHE AMOUNT ABOVE REPRESENTS THE REIMBURSEMENTS FOR THE 2019 GRANT TO SAN JOSE TAIKO.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JA HEALTH BENEFITS TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1180 GRAND AVENUE NO 1530AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd
FieldValueIRS element (for citing)
Total Contributions$40,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,325Amt
Net Investment Income$333NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,993DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$655,383EOYBookValueAmt
EOYFMV$574,819EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$613,606EOYBookValueAmt
EOYFMV$670,852EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$630LegalFeesAmt
Net Investment Income$63NetInvestmentIncomeAmt
Disbursements Charitable Prps$567DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDEPOSITS - FEDERAL TAXDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$29EOYBookValueAmt
EOYFMV$29EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISOR FEES$11,648$11,648$0
OPERATIONS EXPENSE$185,888$18,589$167,299
BUSINESS REGISTRATION FEE$100$10$90
PENALTIES$59$0$0
BOOKS, SUBSCRIPTIONS, REFERENCE$10,600$1,060$9,540

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRETURNED GRANTSDesc
Revenue And Expenses Per Books$11,400RevenueAndExpensesPerBooksAmt
Adjusted Net Income$11,400AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONTRACT SERVICESCategoryTxt
Amt$3,201Amt
Net Investment Income$320NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,881DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$3,412Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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