CARESTAR FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CARESTAR FOUNDATION (EIN 82-1511283)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349106703
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T22:15:43-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814234542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 BOHANNON DRIVE SUITE 250 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940251021 | 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 | 821511283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARESTAR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARE | BusinessNameControlTxt |
| Phone | 5107106799 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 921 ENSENADA AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DION GRIFFIN | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 5107106799 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DION | PersonFirstNm |
| Person Last | GRIFFIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMARA L MCINERNEY | PreparerPersonNm |
| PTIN | P00011797 | PTIN |
| Phone | 6508556800 | PhoneNum |
| Preparation | 2023-11-13 | 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) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $62,153,575 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $1,768 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,768 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,509,071 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,772,429 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,097,052 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,551,314 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,650,296 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$47,804 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,607,891 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,376,689 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $380,996 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $330,546 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $373,878 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $373,878 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $89,009 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $89,009 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,207 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,407 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $302,030 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $259,032 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $46,596 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $146,103 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $44,078 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,880 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $48,522 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $40,841 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $35,743 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $38,437 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $106,374 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $108,576 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,508,742 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $259,035 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,092,368 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,130,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,341,667 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,638,742 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $259,035 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,434,035 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $969,149 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,117,654 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $979,707 | CashBOYAmt |
| Cash EOY | $893,138 | CashEOYAmt |
| Cash EOYFMV | $893,138 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $201,103 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,626 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,626 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,718,433 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,815 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,718,433 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,718,433 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $16,748 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $138,809 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $138,809 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $63,421,102 | CorporateStockBOYAmt |
| Corporate Stock EOY | $49,299,660 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,299,660 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,375,730 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,085,140 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,085,140 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $18,699 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,930 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,649 | LandBOYAmt |
| Land EOY | $769 | LandEOYAmt |
| Land EOYFMV | $769 | LandEOYFMVAmt |
| Total Assets BOY | $76,999,854 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,153,575 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,153,575 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $108,390 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $256,092 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,275,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,063,333 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $2,977 | DeferredRevenueBOYAmt |
| Total Liabilities BOY | $1,386,367 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,319,425 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $74,852,862 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $58,834,150 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $760,625 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,613,487 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $58,834,150 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $76,999,854 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $62,153,575 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,613,487 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $969,149 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $76,582,636 | SubtotalAmt |
| Other Decreases | $17,748,486 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $58,834,150 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2021-01-01 | 2022-12-31 | $34,164,777 | $28,454,262 | $5,710,515 | $5,710,515 |
| CAPITAL GAIN DISTRIBUTIONS | 2021-01-01 | 2022-12-31 | $386,537 | $386,537 | $386,537 | |
| CAPITAL GAINS FROM PARTNERSHIPS | 2021-01-01 | 2022-12-31 | $446,756 | -$446,756 | -$446,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,650,296 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $98,935 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $98,935 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $98,935 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $115,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $140,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,766 | EsPenaltyAmt |
| Overpayment | $39,299 | OverpaymentAmt |
| Applied To ES Tax | $39,299 | 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 | 0 | 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 | WWW.CARESTARFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DION GRIFFIN | IndividualWithBooksNm |
| Phone | 5107106799 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1584 HICKORY AVENUE | AddressLine1Txt |
| City | SAN LEANDRO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94579 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| FATIMA ANGELES | ||||||||
| 921 ENSENADA AVENUE | BERKELEY | CA | 94707 | BOARD CHAIR | 1.50 | $0 | $0 | $0 |
| JOSEPH CHIANG MD | ||||||||
| 921 ENSENADA AVENUE | BERKELEY | CA | 94707 | VICE CHAIR/TREASURER | 1.00 | $0 | $0 | $0 |
| SANDRA SHEWRY | ||||||||
| 921 ENSENADA AVENUE | BERKELEY | CA | 94707 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SHANI BUGGS | ||||||||
| 921 ENSENADA AVENUE | BERKELEY | CA | 94707 | BOARD MEMBER | 0.75 | $0 | $0 | $0 |
| SARAH DE GUIA | ||||||||
| 921 ENSENADA AVENUE | BERKELEY | CA | 94707 | BOARD MEMBER | 0.75 | $0 | $0 | $0 |
| KENNETH MEEHAN | ||||||||
| 921 ENSENADA AVENUE | BERKELEY | CA | 94707 | BOARD MEMBER | 0.75 | $0 | $0 | $0 |
| MICHAEL RODRIGUEZ | ||||||||
| 921 ENSENADA AVENUE | BERKELEY | CA | 94707 | BOARD MEMBER | 0.75 | $0 | $0 | $0 |
| JANE SMITH | ||||||||
| 921 ENSENADA AVENUE | BERKELEY | CA | 94707 | BOARD MEMBER | 0.75 | $0 | $0 | $0 |
| TANIR AMI | ||||||||
| 921 ENSENADA AVENUE | BERKELEY | CA | 94707 | CEO | 40.00 | $280,875 | $49,671 | $0 |
| DION GRIFFIN | ||||||||
| 921 ENSENADA AVENUE | BERKELEY | CA | 94707 | CFO | 8.00 | $50,450 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JODI RAVEL | ||||||||
| 921 ENSENADA AVENUE | BERKELEY | CA | 94707 | PROGRAM OFFICER | 40.00 | $139,934 | $34,324 | $0 |
| LINDA WENDEL | ||||||||
| 921 ENSENADA AVENUE | BERKELEY | CA | 94707 | HEAD OF MARKETING & | 40.00 | $135,000 | $29,724 | $0 |
| COURTNEY DAVIS | ||||||||
| 921 ENSENADA AVENUE | BERKELEY | CA | 94707 | EX. ASSISTANT | 35.00 | $66,505 | $21,524 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CANTERBURY CONSULTING INCORPORATED | |||||
| 610 NEWPORT CENTER DRIVE SUITE 500 | NEWPORT BEACH | CA | 92660 | INVESTMENT MANAGEMENT | $170,985 |
| THE SAX AGENCY | |||||
| 750 N SAN VICENTE BLVD STE 800W | LOS ANGELES | CA | 90069 | MARKETING | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDED ADMINISTRATIVE AND TECHNICAL ASSISTANCE TO GRANTEE PARTNERS AS WELL AS MAINTAINING AND SUPPORTING A NETWORK FOR EMERGENCY MEDICAL SYSTEM PROVIDERS, HOSPITALS AND TRAUMA CENTERS AND COMMUNITY-BASED ORGANIZATIONS. | Description1Txt |
| Expenses1 | $153,932 | Expenses1Amt |
| Description2 | HOSTED VARIOUS INDUSTRY EVENTS AND CONVENINGS DEALING WITH TRANSFORMATION AND INNOVATION IN EMERGENCY AND PREHOSPITAL CARE. | Description2Txt |
| Expenses2 | $87,390 | Expenses2Amt |
| Description3 | CONDUCTED RESEARCH AND PRODUCED PUBLICATIONS RELATING TO PREHOSPITAL AND EMERGENCY CARE. INITIATED WORK ON THE DEVELOPMENT OF AN ONLINE RESOURCE LIBRARY. | Description3Txt |
| Expenses3 | $83,019 | Expenses3Amt |
| Description4 | PARTICIPATED IN STATEWIDE ADVISORY COMMITTEES RELATED TO GUN VIOLENCE AND COMMUNITY PARAMEDICINE. | Description4Txt |
| Expenses4 | $74,281 | Expenses4Amt |
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 | $49,983,844 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $875,482 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,729,238 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,588,564 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,588,564 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $983,828 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,604,736 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,230,237 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,230,237 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $98,935 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $98,935 | TotalTaxAmt |
| Distributable Before Adj | $3,131,302 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,131,302 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,131,302 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,434,035 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,434,035 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,131,302 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,434,035 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,131,302 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,302,733 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,302,733 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,302,733 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,302,733 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CARESTAR FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 921 ENSENADA AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5107106799 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION IS LOCATED ON THE WEBSITE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ROLLING GRANT AWARD SCHEDULE (THOUGH DEADLINES FOR SPECIFIC GRANTS SUCH AS TII) | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS AWARDS FOCUSED ON NORTHERN CALIFORNIA IN RACIAL EQUITY IN THE FIELD OF PREHOSPITAL CARE. GRANT AWARDS VARY IS SIZE AND DURATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCESS REPRODUCTIVE JUSTICE | ||||||||
| PO BOX 3609 | OAKLAND | CA | 94609 | N/A | PC | GENERAL OPERATING | $2,000 | |
| ANTI POLICE-TERROR PROJECT | ||||||||
| 893 WILLOW ST | OAKLAND | CA | 94607 | N/A | PC | GENERAL OPERATING | $10,000 | |
| ANTI POLICE-TERROR PROJECT | ||||||||
| 893 WILLOW ST | OAKLAND | CA | 94607 | N/A | PC | ANTI POLICE-TERROR PROJECT AND MENTAL HEALTH FIRST | $75,000 | |
| BAY AREA YOUTH EMT PROGRAM | ||||||||
| PO BOX 71772 | OAKLAND | CA | 94612 | N/A | PC | BAY EMT PROGRAM | $66,667 | |
| CALIFORNIA IMMIGRANT POLICY CENTER | ||||||||
| 634 S SPRING ST 600A | LOS ANGELES | CA | 90014 | N/A | PC | GENERAL OPERATING | $2,000 | |
| CALIFORNIA INDIAN MUSEUM & CULTURAL CENTER | ||||||||
| 5250 AERO DRIVE | SANTA ROSA | CA | 95403 | N/A | PC | TRIBAL COMMUNITY HEALTH REPRESENTATIVES | $250,000 | |
| CALIFORNIA PAN-ETHNIC HEALTH NETWORK | ||||||||
| 1221 PRESERVATION PARK WAY SUITE | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING | $2,000 | 200 |
| CALIFORNIA PARAMEDIC FOUNDATION | ||||||||
| PO BOX 1085 | LA MESA | CA | 91944 | N/A | PC | SAFETY CITY PROJECT | $10,000 | |
| CALIFORNIA PARAMEDIC FOUNDATION | ||||||||
| PO BOX 1085 | LA MESA | CA | 91944 | N/A | PC | OPIOID SOCIAL MEDIA SHORTS | $10,000 | |
| CITY EMT (DUSTYS' FISHING WELL) | ||||||||
| 462 ELWOOD AVENUE SUITE 6 | OAKLAND | CA | 94610 | N/A | PC | DUSTY'S FISHING WELL/CITY EMT | $100,000 | |
| CRISTO REY DE LA SALLE EAST BAY HIGH SCHOOL | ||||||||
| PO BOX 7010 | OAKLAND | CA | 94601 | N/A | PC | GENERAL OPERATING | $10,000 | |
| HEALTH ACCESS FOUNDATION | ||||||||
| 1126 ELEVENTH STREET SUITE 925 | SACRAMENTO | CA | 95813 | N/A | PC | AMBULANCE BILLING EQUITY PROJECT | $200,000 | |
| HEALTH ACCESS FOUNDATION | ||||||||
| 1127 ELEVENTH STREET SUITE 925 | SACRAMENTO | CA | 95814 | N/A | PC | GENERAL OPERATING | $2,000 | |
| HEALTH RESOURCES IN ACTION (THE HEALTH ALLIANCE FOR VIOLENCE INTERVENTION) | ||||||||
| 101 HUDSON STREET SUITE 2000 | JERSEY CITY | NJ | 07302 | N/A | PC | SUPPLEMENTAL FUNDING FOR TIME-SENSITIVE POLICY ADVOCACY AND ANNUAL CONFERENCE SUPPORT | $75,000 | |
| INTERFACE CHILDREN & FAMILY SERVICES | ||||||||
| 4001 MISSION OAKS BLVD SUITE I | CAMARILLO | CA | 93012 | N/A | PC | INTERFACE CHILDREN & FAMILY SERVICES; 211NOW | $200,000 | |
| JOHN MUIR HEALTH FOUNDATION | ||||||||
| 1400 TREAT BOULEVARD 2ND FLOOR | WALNUT CREEK | CA | 94597 | N/A | PC | HVIP - BEYOND VIOLENCE PROGRAM EXPANSION | $300,000 | |
| LOMA LINDA UNIVERSITY | ||||||||
| 24887 TAYLOR ST SUITE 201 | LOMA LINDA | CA | 92354 | N/A | PC | EMS TO DECREASE OPIOID DEATHS | $250,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNETICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | HOPE & HEAL FUND - GUN VIOLENCE PREVENTION IN CALIFORNIA | $100,000 | |
| NUESTRA COMUNIDAD | ||||||||
| 5510 SKYLANE BLVD SUITE 200A | SANTA ROSA | CA | 95403 | N/A | PC | PROJECT LIFELINE: 911 AWARENESS AND EQUITY | $250,000 | |
| PREVENTION INSTITUTE | ||||||||
| 221 OAK STREET | OAKLAND | CA | 94607 | N/A | PC | GENERAL OPERATING | $75,000 | |
| PUBLIC HEALTH ADVOCATES | ||||||||
| PO BOX 2309 | DAVIS | CA | 95617 | N/A | PC | GENERAL OPERATING | $10,000 | |
| PUBLIC HEALTH ADVOCATES | ||||||||
| PO BOX 2309 | DAVIS | CA | 95617 | N/A | PC | SUPPORT FOR SEIZING THE MOMENT | $150,000 | |
| PUBLIC HEALTH ADVOCATES | ||||||||
| PO BOX 2309 | DAVIS | CA | 95617 | N/A | PC | SUPPORT FOR SEIZING THE MOMENT | $400,000 | |
| PUBLIC HEALTH INSTITUTE | ||||||||
| 555 12TH STREET | OAKLAND | CA | 94607 | N/A | PC | CA BRIDGE EMS BUPRENORPHINE USE PILOT PROJECT | $420,000 | |
| PUBLIC WORKS ALLIANCE | ||||||||
| 801 COLD SPRING ROAD | SANTA BARBARA | CA | 93108 | N/A | PC | EMS CORPS | $125,000 | |
| RUBY'S PLACE INC | ||||||||
| 20880 BAKER ROAD | CASTRO VALLEY | CA | 94546 | N/A | PC | GENERAL OPERATING | $5,000 | |
| SAN DIEGO FIRE& RESCUE | ||||||||
| PO BOX 235837 | ENCINITAS | CA | 92023 | N/A | PC | COMMUNITY PARAMEDICINE GENERAL OPERATING GRANT | $30,000 | |
| SANTA ROSA JUNIOR COLLEGE | ||||||||
| 5743 SKYLANE BOULEVARD | WINDSOR | CA | 95492 | N/A | PC | SANTA ROSA COMMUNITY COLLEGE EMR MENTOR PROJECT | $20,000 | |
| SERVICES & IMMIGRANT RIGHTS & EDUCATION NETWORK | ||||||||
| 1415 KOLL CIRCLE SUITE 108 | SAN JOSE | CA | 95112 | N/A | PC | GENERAL OPERATING | $2,000 | |
| SHEPHERD'S GATE | ||||||||
| 1660 PORTOLA AVE | LIVERMORE | CA | 94551 | N/A | PC | GENERAL OPERATING | $5,000 | |
| ST JOSEPH HEALTH NORTHERN CALIFORNIA LLC DBA PROVIDENCE ST JOSEPH HOSP | ||||||||
| 2700 DOLBEER STREET | EUREKA | CA | 95501 | N/A | PC | 2022 LEIGHTON MEMORIAL AWARD | $100,000 | |
| UC BERKELEY CHICANO LATINO ALUMNI ASSOCIATION | ||||||||
| 1404 66TH STREET | BERKELEY | CA | 94702 | N/A | PC | GENERAL OPERATING | $10,000 | |
| UNITED WAY OF SAN JOAQUIN COUNTY | ||||||||
| 7426 LIGHTHOUSE DRIVE | STOCKTON | CA | 95219 | N/A | PC | CONCRETE DEVELOPMENT INC. | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,341,667 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTI POLICE-TERROR PROJECT | |||||||
| 893 WILLOW ST | OAKLAND | CA | 94607 | N/A | PC | ANTI POLICE-TERROR PROJECT AND MENTAL HEALTH FIRST | $75,000 |
| BAY AREA YOUTH EMT PROGRAM | |||||||
| PO BOX 71772 | OAKLAND | CA | 94612 | N/A | PC | BAY EMT PROGRAM | $133,334 |
| CALIFORNIA INDIAN MUSEUM & CULTURAL CENTER | |||||||
| 5250 AERO DRIVE | SANTA ROSA | CA | 95403 | N/A | PC | TRIBAL COMMUNITY HEALTH REPRESENTATIVES | $500,000 |
| CITY EMT (DUSTYS' FISHING WELL) | |||||||
| 462 ELWOOD AVENUE SUITE 6 | OAKLAND | CA | 94610 | N/A | PC | DUSTY'S FISHING WELL/CITY EMT | $100,000 |
| HEALTH ACCESS FOUNDATION | |||||||
| 1126 ELEVENTH STREET SUITE 925 | SACRAMENTO | CA | 95813 | N/A | PC | AMBULANCE BILLING EQUITY PROJECT | $200,000 |
| INTERFACE CHILDREN & FAMILY SERVICES | |||||||
| 4001 MISSION OAKS BLVD SUITE I | CAMARILLO | CA | 93012 | N/A | PC | INTERFACE CHILDREN & FAMILY SERVICES; 211NOW | $100,000 |
| LOMA LINDA UNIVERSITY | |||||||
| 24887 TAYLOR ST SUITE 201 | LOMA LINDA | CA | 92354 | N/A | PC | EMS TO DECREASE OPIOID DEATHS | $500,000 |
| NUESTRA COMUNIDAD | |||||||
| 5510 SKYLANE BLVD SUITE 200A | SANTA ROSA | CA | 95403 | N/A | PC | PROJECT LIFELINE: 911 AWARENESS AND EQUITY | $500,000 |
| PREVENTION INSTITUTE | |||||||
| 221 OAK STREET | OAKLAND | CA | 94607 | N/A | PC | GENERAL OPERATING | $75,000 |
| PUBLIC HEALTH ADVOCATES | |||||||
| PO BOX 2309 | DAVIS | CA | 95617 | N/A | PC | SUPPORT FOR SEIZING THE MOMENT | $400,000 |
| PUBLIC HEALTH INSTITUTE | |||||||
| 555 12TH STREET | OAKLAND | CA | 94607 | N/A | PC | CA BRIDGE EMS BUPRENORPHINE USE PILOT PROJECT | $280,000 |
| PUBLIC WORKS ALLIANCE | |||||||
| 801 COLD SPRING ROAD | SANTA BARBARA | CA | 93108 | N/A | PC | EMS CORPS | $125,000 |
| UNITED WAY OF SAN JOAQUIN COUNTY | |||||||
| 7426 LIGHTHOUSE DRIVE | STOCKTON | CA | 95219 | N/A | PC | CONCRETE DEVELOPMENT INC. | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,063,334 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,768 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,509,071 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,097,052 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,607,891 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,607,891 | 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 | $21,207 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,407 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $49,299,660 | EOYBookValueAmt |
| EOYFMV | $49,299,660 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,085,140 | BookValueAmt |
| EOYFMV | $9,085,140 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $17,748,486 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $2,956 | $0 | $2,956 |
| DUES & SUBSCRIPTIONS | $35,844 | $0 | $38,046 |
| COMPUTER & EQUIPMENT | $392 | $0 | $392 |
| TELECOMMUNICATIONS | $7,178 | $0 | $7,178 |
| POSTAGE & DELIVERY | $173 | $0 | $173 |
| INSURANCE | $9,770 | $0 | $9,770 |
| BANK FEES | $61 | $0 | $61 |
| COMMUNICATIONS | $50,000 | $0 | $50,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FLOW THROUGH LOSS | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$47,804 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $255,434 | $259,032 | $0 |
| OUTSIDE CONSULTANTS | $500 | $0 | $500 |
| ADMINSTRATIVE CONSULTANTS | $16,682 | $0 | $16,682 |
| BOARD CONSULTING | $29,414 | $0 | $29,414 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES & FILING FEES | $351 | $0 | $425 |
| FEDERAL EXCISE TAX | $102,099 | $0 | $0 |
| PAYROLL TAXES | $43,653 | $0 | $43,653 |
| FORIEGN TAXES | $0 | $3 | $0 |
Comments