BETA

GERALD M KLINE FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GERALD M KLINE FAMILY FOUNDATION (EIN 94-3316362)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-02-03
IRS object ID
202500349349100020
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-02-03T11:57:05-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12700 CAMINO RAMON STE 350AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945835004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943316362EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GERALD M KLINE FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O JOHN BRYCHEL CPABusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGERABusinessNameControlTxt
Phone9257902600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12700 CAMINO RAMON 350AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94583ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGERALD KLINEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5106556200PhoneNum
Signature2025-01-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN BRYCHELPreparerPersonNm
PTINP00544694PTIN
Phone9257902600PhoneNum
Preparation2025-01-17PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$32,514,343FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,138,583ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,972InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,972InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,295,241DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,295,241DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$663,651NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,823,314GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$858,591CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,773,145TotalRevAndExpnssAmt
Total Net Invst Incm$3,156,804TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$58,841AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,884AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$52,957AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$81,432TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$70,518OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$70,518OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$210,791TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,884TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$123,475TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,452,581ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,452,581ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,663,372TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,884TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,576,056TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,109,773ExcessRevenueOverExpensesAmt
Net Investment Income$3,150,920NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$149,736CashBOYAmt
Cash EOY$566,467CashEOYAmt
Cash EOYFMV$566,467CashEOYFMVAmt
Sav And Temp Cash Invst BOY$39,574SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$41,423SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$41,423SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$17,948USGovernmentObligationsBOYAmt
US Government Obligations EOY$42,360USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$42,360USGovtObligationsEOYFMVAmt
Other Investments BOY$24,094,374OtherInvestmentsBOYAmt
Other Investments EOY$23,721,232OtherInvestmentsEOYAmt
Other Investments EOYFMV$23,721,232OtherInvestmentsEOYFMVAmt
Other Assets BOY$6,102,938OtherAssetsBOYAmt
Other Assets EOY$8,142,861OtherAssetsEOYAmt
Other Assets EOYFMV$8,142,861OtherAssetsEOYFMVAmt
Total Assets BOY$30,404,570TotalAssetsBOYAmt
Total Assets EOY$32,514,343TotalAssetsEOYAmt
Total Assets EOYFMV$32,514,343TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$30,404,570RetainedEarningBOYAmt
Retained Earning EOY$32,514,343RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$30,404,570TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$32,514,343TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$30,404,570TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$32,514,343TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$30,404,570TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,109,773ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$32,514,343SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$32,514,343TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$1,823,314$366,341$1,456,973$1,456,973
DISPOSAL OF SE CYPRESSP$598,382-$598,382-$598,382
FieldValueIRS element (for citing)
Capital Gain Net Income$858,591CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$43,798InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$43,798SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$43,798TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$56,949EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$56,949TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$2,477EsPenaltyAmt
Overpayment$10,674OverpaymentAmt
Applied To ES Tax$10,674AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksARMANINO ADVISORY LLC ATTN JOHN BIndividualWithBooksNm
Phone9257902600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12700 CAMINO RAMON STE 350AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94583ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonGERALD M KLINEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12700 CAMINO RAMON STE 350AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945835004ZIPCd
FieldValueIRS element (for citing)
TitleCEO, SEC., CFOTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$161,826AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$31,990,651FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$32,152,477TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$32,152,477AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$482,287CashDeemedCharitableAmt
Net Vl Noncharitable Assets$31,670,190NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,583,510MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,583,510MinimumInvestmentReturnAmt
Tax Based On Investment Income$43,798TaxBasedOnInvestmentIncomeAmt
Total Tax$43,798TotalTaxAmt
Distributable Before Adj$1,539,712DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,539,712DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,539,712DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,576,056ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,576,056QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,539,712DistributableAsAdjustedAmt
Undistributed Income PY$1,425,382UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Total For Prior Years$117,189TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,576,056QualifyingDistributionsAmt
Applied To Year1$1,425,382AppliedToYear1Amt
Applied To Prior Years$117,189AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$33,485AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,506,227UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGERALD M KLINEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
BAILEY HUMAN CARE CENTER
9901 TUJUNGA CANYONLOS ANGELESCA91042NONEPCGENERAL SUPPORT$5,000
BERKELEY PATH WANDERERS ASSOCIATION
1442A WALNUT STREET BOX 269BERKELEYCA94709NONEPCGENERAL SUPPORT$1,000
DOCTORS WITHOUT BORDERS
POBOX 5023HAGERSTOWNMD217415023NONEPCGENERAL SUPPORT$10,000
FOOD BANK OF OF CONTRA COSTA AND SOLANO
4010 NELSON AVENUECONCORDCA94520NONEPCGENERAL SUPPORT$100,000
GIRL'S INC OF ALAMEDA COUNTY
SIMPSON CENTER FOR GIRLS 510 16THOAKLANDCA94612NONEPCGENERAL SUPPORT$25,000STREET
HABITAT FOR HUMANITY
322 W LAMAR STAMERICUSGA317099906NONEPCGENERAL SUPPORT$1,000
IMMACULATE HEART HIGH SCHOOL
5515 FRANKLIN AVELOS ANGELESCA90028NONEPCGENERAL SUPPORT$5,000
JOHN FRANCIS POLYTECHNIC HIGH SCHOOL
12431 ROSCOE BLVDSUN VALLEYCA91352NONEPCGENERAL SUPPORT$600,000
JOHN MUIR LAND TRUST
PO BOX 31MARTINEZCA945530003NONEPCGENERAL SUPPORT$5,000
KENT DISTRICT LIBRARY
814 W RIVER CENTER DR NECOMSTOCK PARKMI49321NONEPCGENERAL SUPPORT$250,000
LEA ASSOCIATION
NONENCPROVIDE ADVICE, MEDIATION AND SOCIAL AND LEGAL SUPPORT TO PEOPLE AFFECTED BY PRECARIOUSNESS OR MIGRATION WHO EXPRESS A NEED FOR IT, WITHOUT REPLACING EXISTING INSTITUTIONS AND ASSOCIATIONS AND IN COMPLIANCE WITH THE ASSOCIATION'S ETHICAL CHARTER.$6,4811 RUE DONNELYONFR69001
LIFELONG MEDICAL CARE
PO BOX 11247BERKELEYCA94712NONEPCGENERAL SUPPORT$1,000
MEALS ON WHEELS ALAMEDA COUNTY
1721 BROADWAYOAKLANDCA94612NONEPCGENERAL SUPPORT$1,000
PLANNED PARENTHOOD OF MAR MONTE
1065 THE ALAMEDASAN JOSECA95126NONEPCGENERAL SUPPORT$50,000
REDWOOD COAST MEDICAL SERVICES
PO BOX 1100GUALALACA95445NONEPCGENERAL SUPPORT$1,000
RENAISSANCE CHARITABLE FOUNDATION INC
8888 KEYSTONE CROSSING SUITE 1222INDIANAPOLISIN46240NONEPCGENERAL SUPPORT$350,000
SONOMA LAND TRUST
822 5TH STSANTA ROSECA95404NONEPCGENERAL SUPPORT$1,000
SOS MEALS ON WHEELS
2235 POLVOROSA AVE 260SAN LEANDROCA94577NONEPCGENERAL SUPPORT$1,000
ST VINCENT MEALS ON WHEELS
C/O CHRISTINE CALDERON-CARUSO 2303LOS ANGELESCA90057NONEPCGENERAL SUPPORT$5,000MIRAMAR ST
TEMPLE RAMAT ZION
17655 DEVONSHIRE STNORTHRIDGECA91325NONEPCGENERAL SUPPORT$5,000
THE BAY AREA RIDGE TRAIL
POBOX 3367BERKELEYCA94703NONEPCGENERAL SUPPORT$1,000
THE FIRST TEE OF CONTRA COSTA
4050 PORT CHICAGO HIGHWAYCONCORDCA945201195NONEPCGENERAL SUPPORT$16,100
WHITE PONY EXPRESS
3380 VINCENT ROAD 107PLEASANT HILLCA94523NONEPCGENERAL SUPPORT$1,000
WORLD CENTRAL KITCHEN INC
ATTNDONOR SERVICES 200 MASS AVE NWWASHINGTONDC20001NONEPCGENERAL SUPPORT$10,0007TH FLOOR
YOSEMITE CONSERVANCY
101 MONTGOMERY STREET SUITE 1700SAN FRANCISCOCA94104NONEPCGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,452,581TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,972ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,295,241ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$663,651ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,634,562ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,634,562TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJULIE AND GERALD KLINEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1901 MENDOCINO AVENUEAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94707ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,138,583TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIES DONATIONNoncashPropertyDesc
Fair Market Value$1,888,583FairMarketValueAmt
Received2024-06-07ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$58,841Amt
Net Investment Income$5,884NetInvestmentIncomeAmt
Disbursements Charitable Prps$52,957DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO TREASURY REGULATION 53.4942(A)-3(D)(2), GERALD M. KLINE FAMILY FOUNDATION HEREBY ELECTS TO TREAT $117,189 OF QUALIFYING DISTRIBUTIONS MADE DURING THE TAX YEAR ENDED 6/30/2024 AS ATTRIBUTABLE TO THE UNDISTRIBUTED INCOME FOR THE TAX YEAR(S) ENDED 6/30/2022.THIS ELECTION IS MADE IN ACCORDANCE WITH THE REQUIREMENTS SET FORTH UNDER INTERNAL REVENUE CODE SECTION 4942, AS DOCUMENTED IN PART XII, LINE 3, AND IS REFLECTED IN PART XIII OF FORM 990-PF.ElectionDesc

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEA ASSOCIATIONBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line11 RUE DONNEAddressLine1Txt
CityLYONCityNm
CountryFRCountryCd
Foreign Postal69001ForeignPostalCd
FieldValueIRS element (for citing)
Grant2024-06-25GrantDt
Grant$6,481GrantAmt
Purpose Of GrantPROVIDE ADVICE, MEDIATION AND SOCIAL AND LEGAL SUPPORT TO PEOPLE AFFECTED BY PRECARIOUSNESS OR MIGRATION WHO EXPRESS A NEED FOR IT, WITHOUT REPLACING EXISTING INSTITUTIONS AND ASSOCIATIONS AND IN COMPLIANCE WITH THE ASSOCIATION'S ETHICAL CHARTER.PurposeOfGrantTxt
Expended By Grantee$6,481ExpendedByGranteeAmt
Any Diversion By GranteeN/AAnyDiversionByGranteeTxt
Dates Of Reports By GranteeVARIOUSDatesOfReportsByGranteeTxt
Results Of VerificationTHE FOUNDATION HAS VERIFIED VARIOUS TIMES AND DIDN'T FIND ANY DIVERSION.ResultsOfVerificationTxt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$42,360USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$42,360USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
KIRKWOODAT COST$325,233$325,233
FOUNTAIN (1M)AT COST$662,879$662,879
AZUREAT COST$1,000,000$1,000,000
NORTH WATERFORDAT COST$619,730$619,730
FOUNTAIN (2M)AT COST$1,325,758$1,325,758
ALTO LOMAAT COST$2,000,000$2,000,000
REDLANDAT COST$3,000,000$3,000,000
GREENERY (SHORE PARK)AT COST$2,000,000$2,000,000
SE DAVISAT COST$87,632$87,632
LARKSPURAT COST$2,000,000$2,000,000
GLENDALE (3M PRINCIPAL)AT COST$3,000,000$3,000,000
SE DENVERAT COST$3,000,000$3,000,000
SE VUE WESTAT COST$3,000,000$3,000,000
TESSERA PRINCIPALAT COST$1,700,000$1,700,000

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INTEREST ON NOTES$6,100,989$7,775,634$7,775,634
PREPAID EXCISE TAX$1,949$10,674$10,674
DEPOSITS IN TRANSIT$0$356,553$356,553

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LICENSES AND FEES$200$0$200
MISCELLANEOUS$4,273$0$4,273
GRANT ADMINISTRATION FEES$30,936$0$30,936
PROGRAM ADMINISTRATION AND MARKETING FEE$35,109$0$35,109

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$81,432Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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