FIVE ARTS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FIVE ARTS FOUNDATION (EIN 81-6644155)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202313179349101671
- 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
- 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 | 2023-11-13T10:44:39-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HELEN | PersonFirstNm |
| Person Last | BERGGRUEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADRIANA LEWIS | PreparerPersonNm |
| PTIN | P00877524 | PTIN |
| Phone | 4153977900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $55,046 | 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 | $221,234 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $0 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $0 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $127 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $221,234 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $132,444 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $221,361 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,571 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $12,765 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,383 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,382 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $300 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,700 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $4,700 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $140 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $140 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,905 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,683 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,222 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $247,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $247,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $265,555 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,683 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $258,872 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$44,194 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,888 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,511 | CashBOYAmt |
| Cash EOY | $50,088 | CashEOYAmt |
| Cash EOYFMV | $50,088 | CashEOYFMVAmt |
| Other Assets BOY | $4,958 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,958 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,958 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $86,469 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,046 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,046 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,765 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,765 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $86,469 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,281 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $86,469 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,281 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $86,469 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,046 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $86,469 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$44,194 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6 | OtherIncreasesAmt |
| Subtotal | $42,281 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $42,281 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 95 SHS AMERIPRISE FINANCIAL INC | P | 2020-04-15 | 2022-07-18 | $22,051 | $10,125 | $11,926 | $11,926 |
| 230 SHS LENNAR CORP | P | 2020-03-25 | 2022-07-18 | $17,796 | $8,333 | $9,463 | $9,463 |
| 100 SHS MARTIN MARIETTA MATLS | P | 2020-03-25 | 2022-07-18 | $31,563 | $16,001 | $15,562 | $15,562 |
| 125 SHS MICROSOFT CORP | P | 2018-02-09 | 2022-07-18 | $31,431 | $10,869 | $20,562 | $20,562 |
| 120 SHS AMERIPRISE FINANCIAL INC | P | 2020-04-15 | 2022-11-15 | $39,021 | $12,789 | $26,232 | $26,232 |
| 800 SHS CORTEVA INC | P | 2020-04-15 | 2022-11-15 | $52,160 | $20,157 | $32,003 | $32,003 |
| 115 SHS NOVO NORDISK A/S | P | 2018-12-27 | 2022-11-15 | $12,887 | $5,239 | $7,648 | $7,648 |
| 4 SHS HERMES INTL S A | P | 2018-12-27 | 2022-11-15 | $5,882 | $2,138 | $3,744 | $3,744 |
| 3 SHS GENMAB A/S | P | 2018-12-27 | 2022-11-15 | $1,267 | $485 | $782 | $782 |
| 17 SHS GENMAB A/S | P | 2019-01-22 | 2022-11-15 | $7,177 | $2,655 | $4,522 | $4,522 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $132,444 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,750 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,750 | SubtotalAmt |
| Tax Based On Investment Income | $1,750 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,303 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,303 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,553 | OverpaymentAmt |
| Applied To ES Tax | $1,553 | 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 | $2,515 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,754 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $77,269 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $77,269 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,159 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $76,110 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,806 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,806 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,750 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,750 | TotalTaxAmt |
| Distributable Before Adj | $2,056 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,056 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,056 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $258,872 | 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 | $258,872 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,056 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $199,367 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $311,457 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $294,693 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $205,056 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $291,985 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,302,558 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $258,872 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,056 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $256,816 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,559,374 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $199,367 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,360,007 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $311,457 | ExcessFromYear4Amt |
| Excess From Year3 | $294,693 | ExcessFromYear3Amt |
| Excess From Year2 | $205,056 | ExcessFromYear2Amt |
| Excess From Year1 | $291,985 | ExcessFromYear1Amt |
| Excess From Current Year | $256,816 | 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 (14 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 | $100,000 | |
| THE METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE & 501(c)(3) | IN SUPPORT OF THE METROPOLITAN OPERA | $16,000 | |
| WEST EDGE OPERA | |||||||
| 1700 SHATTUCK AVENUE 312 | BERKELEY | CA | 94709 | NONE & 501(c)(3) | IN SUPPORT OF WEST EDGE OPERA | $2,500 | |
| CARNEGIE HALL | |||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE & 501(c)(3) | IN SUPPORT OF CARNEGIE HALL | $500 | |
| 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 | |
| SAN FRANCISCO FOUNDATION | |||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | NONE & 501(c)(3) | IN SUPPORT OF SAN FRANCISCO FOUNDATION | $25,000 | |
| MEROLA OPERA PROGRAM | |||||||
| 601 VAN NESS AVENUE SUITE S | SAN FRANCISCO | CA | 94102 | NONE & 501(c)(3) | IN SUPPORT OF MEROLA OPERA PROGRAM | $7,500 | |
| SAN FRANCISCO PERFORMANCES | |||||||
| 500 SUTTER STREET | SAN FRANCISCO | CA | 94102 | NONE & 501(c)(3) | IN SUPPORT OF SAN FRANCISCO PERFORMANCES. | $1,000 | SUITE 710 |
| UC Berkeley | |||||||
| 1995 University Avenue Suite 400 | Berkeley | CA | 94704 | NONE & 501(c)(3) | IN SUPPORT OF UC BERKELEY | $25,000 | |
| Opera San Jose | |||||||
| 2149 Paragon Drive | San Jose | CA | 95131 | NONE & 501(c)(3) | IN SUPPORT OF OPERA SAN JOSE | $150 | |
| SAN FRANCISCO BALLET | |||||||
| 455 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | NONE & 501(c)(3) | IN SUPPORT OF SAN FRANCISCO BALLET | $2,500 | |
| 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) | $20,000 | |
| The Corporation of the Fine Arts Museum (COFAM) | |||||||
| 50 Hagiwara Tea Garden Drive | San Francisco | CA | 94118 | NONE & 501(c)(3) | IN SUPPORT OF COFAM | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $247,650 | 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 | $127 | 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 | $127 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127 | 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 (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| HELEN BERGGUEN | ||||||
| 1 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $22,051 | Yes (X) |
| HELEN BERGGUEN | ||||||
| 2 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $17,796 | Yes (X) |
| HELEN BERGGUEN | ||||||
| 3 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $31,563 | Yes (X) |
| HELEN BERGGUEN | ||||||
| 4 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $31,431 | Yes (X) |
| HELEN BERGGUEN | ||||||
| 5 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $39,021 | Yes (X) |
| HELEN BERGGUEN | ||||||
| 6 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $52,160 | Yes (X) |
| HELEN BERGGUEN | ||||||
| 7 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $12,887 | Yes (X) |
| HELEN BERGGUEN | ||||||
| 8 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $5,881 | Yes (X) |
| HELEN BERGGUEN | ||||||
| 9 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $1,267 | Yes (X) |
| HELEN BERGGUEN | ||||||
| 10 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $7,177 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 95 SHS AMERIPRISE FINANCIAL INC | $22,051 | 2022-07-18 |
| 2 | 230 SHS LENNAR CORP | $17,796 | 2022-07-18 |
| 3 | 100 SHS MARTIN MARIETTA MATLS | $31,563 | 2022-07-18 |
| 4 | 125 SHS MICROSOFT CORP | $31,431 | 2022-07-18 |
| 5 | 120 SHS AMERIPRISE FINANCIAL INC | $39,021 | 2022-11-15 |
| 6 | 800 SHS CORTEVA INC | $52,160 | 2022-11-15 |
| 7 | 115 SHS NOVO NORDISK A/S | $12,887 | 2022-11-15 |
| 8 | 4 SHS HERMES INTL S A | $5,882 | 2022-11-15 |
| 9 | 3 SHS GENMAB A/S | $1,267 | 2022-11-15 |
| 10 | 17 SHS GENMAB A/S | $7,177 | 2022-11-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,765 | Amt |
| Net Investment Income | $6,383 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,382 | 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 | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $6 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $12,765 | 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 | $150 | $150 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELEN BERGGUEN | 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 | AmtAmt |
|---|---|
| FEDERAL TAX | $4,600 |
| CA FILING FEE | $100 |
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