HANDLERY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HANDLERY FOUNDATION (EIN 94-3302912)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-12
- IRS object ID
- 202301639349100220
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-12T12:07:52-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 912007475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHTON JONES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2030 1ST AVENUE 3RD FLOOR | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943302912 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HANDLERY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAND | BusinessNameControlTxt |
| Phone | 4157814550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 GEARY STREET 700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOLLY DEAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4157814550 | PhoneNum |
| Signature | 2023-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MOLLY | PersonFirstNm |
| Person Last | DEAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC J WIKSTROM CPA | PreparerPersonNm |
| PTIN | P00294785 | PTIN |
| Phone | 2062585000 | PhoneNum |
| Preparation | 2023-05-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,081,830 | 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 |
| Dividends Rev And Expnss | $147,461 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $147,461 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,342 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $322,941 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,342 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $159,803 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $159,803 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $140 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $140 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,371 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,371 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,379 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,379 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,761 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,241 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,651 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,620 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,511 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $293,006 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $293,006 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $338,657 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,620 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,517 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$178,854 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $129,183 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $169,825 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $106,556 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $106,556 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $300,612 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $280,666 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $280,666 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,615,779 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,818,359 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,818,359 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,244,686 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,871,384 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,871,384 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $3,581 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,865 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,865 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,334,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,081,830 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,081,830 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,334,483 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,081,830 | 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 | $6,334,483 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,081,830 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,334,483 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,081,830 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,334,483 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$178,854 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,155,629 | SubtotalAmt |
| Other Decreases | $1,073,799 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,081,830 | 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 |
|---|---|---|---|---|---|---|---|
| VANGUARD INFLATION PROCTED SEC ADM CL | P | 2012-05-10 | 2022-12-28 | $207,374 | $228,702 | -$21,328 | -$21,328 |
| VANGUARD INFLATION PROCTED SEC ADM CL | P | 2011-03-01 | 2022-12-28 | $72,004 | $81,897 | -$9,893 | -$9,893 |
| CAPITAL GAINS DIVIDENDS | P | $43,563 | $43,563 | $43,563 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,342 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,796 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,796 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,796 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | 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 | $3,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,404 | OverpaymentAmt |
| Applied To ES Tax | $1,404 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Individual With Books | MOLLY DEAN | IndividualWithBooksNm |
| Phone | 4157814550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 GEARY ST 700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN W HANDLERY | ||||||||
| 180 GEARY ST 700 | SAN FRANCISCO | CA | 94108 | TRUSTEE | 2.00 | $500 | $0 | $0 |
| MOLLY DEAN | ||||||||
| 180 GEARY ST 700 | SAN FRANCISCO | CA | 94108 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ASHLEY N HANDLERY | ||||||||
| 180 GEARY ST 700 | SAN FRANCISCO | CA | 94108 | TRUSTEE | 2.00 | $500 | $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 | $5,419,784 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $166,849 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,586,633 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,586,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,799 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,502,834 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $275,142 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $275,142 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,796 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,796 | TotalTaxAmt |
| Distributable Before Adj | $273,346 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $273,346 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $273,346 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,517 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $305,517 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $273,346 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $290,954 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $305,517 | QualifyingDistributionsAmt |
| Applied To Year1 | $290,954 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,563 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $258,783 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN W HANDLERY CHAIRPERSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 GEARY ST STE 700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4157814550 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HOTEL & LODGING EDUCATION FOUNDATION | |||||||
| 1201 NEW YORK AVE NO 600 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $9,963 |
| CAL POLY POMONA PHILANTHROPIC FOUNDATION | |||||||
| 3801 W TEMPLE AVE | POMONA | CA | 91768 | N/A | PC | GENERAL SUPPORT | $14,990 |
| CAL POLY POMONA PHILANTHROPIC FOUNDATION | |||||||
| 3801 W TEMPLE AVE | POMONA | CA | 91768 | N/A | PC | GENERAL SUPPORT | $500 |
| CAL STATE EAST BAY EDUCATIONAL FOUNDATION INC | |||||||
| 25800 CARLOS BEE BOULEVARD | HAYWARD | CA | 94542 | N/A | PC | GENERAL SUPPORT | $14,990 |
| CALIFORNIA HOTEL & LODGING ASSOCIATION HOSPITALITY FOUNDATION | |||||||
| 414 29TH ST | SACRAMENTO | CA | 958163211 | N/A | 509(A)(2) | GENERAL SUPPORT | $20,000 |
| CONGREGATIONAL UNITED CHURCH OF CHRIST | |||||||
| 1300 E 9TH STREET SUITE 1100 | CLEVELAND | OH | 44114 | N/A | PC | GENERAL SUPPORT | $10,000 |
| CORNELL UNIVERSITY | |||||||
| 102 PROSPECT DRIVE STE 200 | ITHACA | NY | 148505650 | N/A | PC | GENERAL SUPPORT | $6,593 |
| DARAJA EDUCATION FUND | |||||||
| PO BOX 4333 | SAN RAFAEL | CA | 94913 | N/A | PC | GENERAL SUPPORT | $500 |
| HOMELESS PRENATAL PROGRAM INC | |||||||
| 2500 18TH ST | SAN FRANCISCO | CA | 94110 | N/A | PC | GENERAL SUPPORT | $2,000 |
| IMMACULATE CONCEPTION ACADEMY | |||||||
| 3625 24TH STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | GENERAL SUPPORT | $2,500 |
| JEWISH VOCATIONAL & CAREER COUNSELING | |||||||
| 225 BUSH ST STE 400 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL SUPPORT | $3,000 |
| LARKIN STREET YOUTH SERVICES | |||||||
| 134 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $5,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 1390 MARKET STREET STE 1200 | SAN FRANCISCO | CA | 941171080 | N/A | PC | GENERAL SUPPORT | $22,500 |
| OAKLAND PUBLIC EDUCATION FUND | |||||||
| PO BOX 71005 | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $6,000 |
| OK PROGRAM OF OAKLAND | |||||||
| 1034 66TH AVE | OAKLAND | CA | 94621 | N/A | PC | GENERAL SUPPORT | $6,000 |
| PENINSULA HUMANE SOCIETY & SPCA | |||||||
| 12 AIRPORT BLVD | SAN MATEO | CA | 94401 | N/A | PC | GENERAL SUPPORT | $2,500 |
| PLANNED PARENTHOOD OF NORTHERN CALIFORNIA | |||||||
| 2185 PACHECO ST | CONCORD | CA | 94520 | N/A | PC | GENERAL SUPPORT | $5,000 |
| REALITY HOUSE WEST | |||||||
| 380 EDDY STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SAN DIEGO STATE UNIVERSITY FOUNDATION | |||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | N/A | PC | GENERAL SUPPORT | $14,990 |
| SAN FRANCISCO LGBT CENTER | |||||||
| 1800 MARKET ST | SAN FRANCISCO | CA | 94102 | N/A | 509(A)(3) - TYPE I | GENERAL SUPPORT | $5,000 |
| SAN FRANCISCO SAFEHOUSE | |||||||
| PO BOX 40369 | SAN FRANCISCO | CA | 94140 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SAN FRANCISCO SPCA | |||||||
| 250 FLORIDA ST | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL SUPPORT | $2,500 |
| SAN FRANCISCO TRAVEL FOUNDATION | |||||||
| ONE FRONT STREET SUITE 2900 | SAN FRANCISCO | CA | 94111 | N/A | PC | GENERAL SUPPORT | $1,000 |
| SANTA CLARA UNIVERSITY | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | N/A | PC | GENERAL SUPPORT | $14,990 |
| SF STATE UNIVERSITY FOUNDATION | |||||||
| 1660 HOLLOWAY AVENUE | SAN FRANCISCO | CA | 94132 | N/A | PC | GENERAL SUPPORT | $15,000 |
| SFMADE | |||||||
| 926 HOWARD ST | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL SUPPORT | $7,500 |
| ST ANTHONY FOUNDATION | |||||||
| 150 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $10,000 |
| THE BRIGID ALLIANCE | |||||||
| PO BOX 58 | NEW YORK | NY | 10024 | N/A | PC | GENERAL SUPPORT | $25,000 |
| THE SALVATION ARMY | |||||||
| PO BOX 193465 | SAN FRANCISCO | CA | 941193465 | N/A | PC | GENERAL SUPPORT | $25,000 |
| TIPPING POINT COMMUNITY | |||||||
| 220 MONTGOMERY ST STE 850 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL SUPPORT | $5,000 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 94117 | N/A | PC | GENERAL SUPPORT | $14,990 |
| UPTOWN TENDERLOIN INC (TENDERLOIN MUSEUM) | |||||||
| 398 EDDY STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $293,006 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $147,461 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,342 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $159,803 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $159,803 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,371 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,371 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY - BOND INDEX FUND | BondNm |
| EOY Book Value | $1,871,384 | EOYBookValueAmt |
| EOYFMV | $1,871,384 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY - DOMESTIC EQUITIES | $1,748,363 | $1,748,363 |
| FIDELITY - FOREIGN EQUITIES | $1,069,996 | $1,069,996 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $280,666 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $280,666 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $140 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $140 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $3,581 | BOYBookValueAmt |
| EOY Book Value | $4,865 | EOYBookValueAmt |
| EOYFMV | $4,865 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN BOOK ASSET FMV | Desc |
| Amt | $1,073,799 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES - BRIGHTON JONES | CategoryTxt |
| Amt | $28,379 | Amt |
| Net Investment Income | $28,379 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,445 | $0 | $0 |
| RRF-1 ANNUAL FEE | $75 | $0 | $0 |
| FIDELITY - FOREIGN TAX W/H FROM DIVIDENDS | $2,241 | $2,241 | $0 |
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