GRIFFIN-PHOENIX FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GRIFFIN-PHOENIX FOUNDATION (EIN 68-0398515)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202231339349104468
- Schema version
- 2021v4.2
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T16:25:58-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BLVD STE 500 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680398515 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIFFIN PHOENIX FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRIF | BusinessNameControlTxt |
| Phone | 4154854630 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 KERNER BLVD | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GUS CONSTANTIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4154854630 | PhoneNum |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GUS | PersonFirstNm |
| Person Last | CONSTANTIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2022-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $273,731 | 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 | $8,384 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,384 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,744 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,243 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,744 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,128 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,128 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $263 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $263 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,263 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,865 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,128 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $906 | CashBOYAmt |
| Cash EOY | $1,343 | CashEOYAmt |
| Cash EOYFMV | $643 | CashEOYFMVAmt |
| US Government Obligations BOY | $74 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $74 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $74 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $214,754 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $221,882 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $273,014 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $215,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $223,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $273,731 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $215,734 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $223,299 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $215,734 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $223,299 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $215,734 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $223,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $215,734 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,865 | ExcessRevenueOverExpensesAmt |
| Other Increases | $700 | OtherIncreasesAmt |
| Subtotal | $223,299 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $223,299 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2002-05-12 | 2021-12-02 | $18,001 | $12,499 | $5,502 | $5,502 | |
| CAPITAL GAINS DIVIDENDS | 2002-05-12 | 2021-12-14 | $11,242 | $11,242 | $11,242 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,744 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $349 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $349 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $349 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $349 | TaxDueAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUS CONSTANTIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154854630 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 KERNER BLVD | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94901 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| GUS CONSTANTIN | ||||||||
| 2401 KERNER BLVD | SAN RAFAEL | CA | 94901 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| ANDREW CONSTANTIN | ||||||||
| 2401 KERNER BLVD | SAN RAFAEL | CA | 94901 | CFO | 0.25 | $0 | $0 | $0 |
| MARY JANE CONSTANTIN | ||||||||
| 2401 KERNER BLVD | SAN RAFAEL | CA | 94901 | DIRECTOR | 0.25 | $0 | $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 | $272,076 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $837 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $272,913 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $272,913 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,094 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $268,819 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,441 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,441 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $349 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $349 | TotalTaxAmt |
| Distributable Before Adj | $13,092 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,092 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,092 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,092 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $775 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,465 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,293 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,719 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,252 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,092 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,908 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,160 | 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 | $18,160 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $775 | ExcessFromYear4Amt |
| Excess From Year3 | $1,465 | ExcessFromYear3Amt |
| Excess From Year2 | $4,293 | ExcessFromYear2Amt |
| Excess From Year1 | $6,719 | ExcessFromYear1Amt |
| Excess From Current Year | $4,908 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GUS CONSTANTIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHILDREN'S CANCER RESEARCH FUND | ||||||||
| 7301 OHMS LANE SUITE 355 | MINNEAPOLIS | MN | 55439 | N/A | PC | MEDICAL RESEARCH & SUPPORT FOR CHILDREN | $400 | |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | MEDICAL RESEARCH & SUPPORT FOR CHILDREN | $850 | |
| SHRINER'S HOSPITALS FOR CHILDREN | ||||||||
| 1275 E FAIRFAX RD | SALT LAKE CITY | UT | 84103 | N/A | PC | MEDICAL RESEARCH & SUPPORT FOR CHILDREN | $750 | |
| RONALD MCDONALD HOUSE CHARITY OF NO CALIF | ||||||||
| 2555 49TH ST | SACRAMENTO | CA | 95817 | N/A | PC | MEDICAL RESEARCH & SUPPORT FOR CHILDREN | $650 | |
| SMILE TRAIN | ||||||||
| 633 THIRD AVENUE 9TH FLLOOR | NEW YORK | NY | 10017 | N/A | PC | MEDICAL RESEARCH & SUPPORT FOR CHILDREN | $200 | |
| BOYS TOWN | ||||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | N/A | PC | MEDICAL RESEARCH & SUPPORT FOR CHILDREN | $200 | |
| MARINE TOYS FOR TOTS FOUNDATION | ||||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | N/A | PC | MEDICAL RESEARCH & SUPPORT FOR CHILDREN | $200 | |
| MAKE-A-WISH AMERICA | ||||||||
| 1702 EAST HIGHLAND SUITE 400 | PHOENIX | AZ | 85016 | N/A | PC | MEDICAL RESEARCH & SUPPORT FOR CHILDREN | $200 | |
| NATIONAL FOUNDATION FOR CANCER RESEARCH | ||||||||
| 5515 SECURITY LANE SUITE 1105 | ROCKVILLE | MD | 20852 | N/A | PC | MEDICAL RESEARCH | $400 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 1701 NORTH BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | N/A | PC | MEDICAL RESEARCH | $400 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | MEDICAL RESEARCH | $400 | |
| MUSCULAR DYSTROPHY ASSOC NATIONAL OFFICE | ||||||||
| 161 N CLAR SUITE 3550 | CHICAGO | IL | 60601 | N/A | PC | MEDICAL RESEARCH | $400 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 100173211 | N/A | PC | MEDICAL RESEARCH | $400 | |
| ALS ASSOCIATION | ||||||||
| 1300 WILSON BOULEVARD SUITE 600 | ARLINGTON | VA | 22209 | N/A | PC | MEDICAL RESEARCH | $400 | |
| ALZHEIMER'S DISEASE RESEARCH | ||||||||
| 4311 11TH AVE NE SUITE 300 | SEATTLE | WA | 98105 | N/A | PC | MEDICAL RESEARCH | $400 | |
| PARKINSON FOUNDATION | ||||||||
| 13589 BROADWAY SUITE 1509 | NEW YORK | NY | 10018 | N/A | PC | MEDICAL RESEARCH | $400 | |
| THE BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 28 WEST 44TH ST SUITE 609 | NEW YORK | NY | 10036 | N/A | PC | MEDICAL RESEARCH | $300 | |
| AMERICAN LUNG ASSOCIATION | ||||||||
| 55 W WACKER DRIVE SUITE 1150 | CHICAGO | IL | 60601 | N/A | PC | MEDICAL RESEARCH | $100 | |
| CATHOLIC CHARITIES OAKLAND DIOCESE | ||||||||
| 433 JEFFERSON ST | OAKLAND | CA | 946073539 | N/A | PC | SUPPORT FOR POOR/NEEDY | $300 | |
| IOCC INC (INTERNATIONAL ORTHODOX CHRISTIAN CHARITIES) | ||||||||
| 110 WEST ROAD SUITE 360 | BALTIMORE | MD | 21204 | N/A | PC | SUPPORT FOR POOR/NEEDY | $400 | |
| FEED THE CHILDREN | ||||||||
| 333 N MERIDIAN | OKLAHOMA CITY | OK | 73107 | N/A | PC | SUPPORT FOR POOR/NEEDY | $300 | |
| GLIDE | ||||||||
| 330 ELLIS STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | SUPPORT FOR POOR/NEEDY | $300 | |
| SF - MARIN FOOD BANK | ||||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | N/A | PC | SUPPORT FOR POOR/NEEDY | $300 | |
| THE SALVATION ARMY - SAN RAFAEL CORPS | ||||||||
| 351 MISSION AVE | SAN RAFAEL | CA | 94901 | N/A | PC | SUPPORT FOR POOR/NEEDY | $400 | |
| ST VINCENT DE PAUL SOCIETY OF MARIN | ||||||||
| 820 B ST | SAN RAFAEL | CA | 94901 | N/A | PC | SUPPORT FOR POOR/NEEDY | $400 | |
| BAY AREA RESCUE MISSION | ||||||||
| 2114 MACDONALD AVE | RICHMOND | CA | 94801 | N/A | PC | SUPPORT FOR HOMELESS & DISABLED | $400 | |
| LIFEHOUSE | ||||||||
| 18 PROFESSIONAL CENTER PARKWAY | SAN RAFAEL | CA | 94903 | N/A | PC | SUPPORT FOR HOMELESS & DISABLED | $300 | |
| HABITAT FOR HUMANITY | ||||||||
| 285 PEACHTREE CENTER AVE NE SUITE | ATLANTA | GA | 30303 | N/A | PC | SUPPORT FOR HOMELESS & DISABLED | $400 | 2700 |
| COVENANT HOUSE | ||||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | N/A | PC | SUPPORT FOR HOMELESS & DISABLED | $400 | |
| GUIDE DOGS FOR THE BLIND | ||||||||
| 350 LOS RANCHITOS RD | SAN RAFAEL | CA | 94903 | N/A | PC | SUPPORT FOR HOMELESS & DISABLED | $300 | |
| DISABLED VETERANS NATIONAL FOUNDATION | ||||||||
| 4601 FORBES BLVD SUITE 130 | LANHAM | MD | 20706 | N/A | PC | VETERANS RELATED | $200 | |
| GARY SINISE FOUNDATION | ||||||||
| PO BOX 40276 | NASHVILLE | TN | 37204 | N/A | PC | VETERANS RELATED | $200 | |
| UNITED SERVICE ORGANIZATIONS INC (USO) | ||||||||
| 2111 WILSON BOULEVARD SUITE 1200 | ARLINGTON | VA | 22201 | N/A | PC | VETERANS RELATED | $200 | |
| SEMPER K9 ASSISTANCE DOGS | ||||||||
| 1776 SEMPER K9 WAY | CATLETT | VA | 20119 | N/A | PC | VETERANS RELATED | $100 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | VETERANS RELATED | $200 | |
| MUTTS WITH A MISSION | ||||||||
| 2700 SHIRLEY LANDING DR | VIRGINIA BEACH | VA | 23457 | N/A | PC | VETERANS RELATED | $100 | |
| SENIOR ACCESS | ||||||||
| 2498 E PALM VALLEY BLVD | ROUND ROCK | TX | 78665 | N/A | PC | SUPPORT FOR OLD AGE SERVICES | $500 | |
| VIVALON (AKA WHISTLESTOP) | ||||||||
| 930 TAMALPAIS AVE | SAN RAFAEL | CA | 94901 | N/A | PC | SUPPORT FOR OLD AGE SERVICES | $400 | |
| SIERRA CLUB FOUNDATION (JOHN MUIR SOCIETY) | ||||||||
| 2101 WEBSTER ST STE 1300 | OAKLAND | CA | 94612 | N/A | PC | SUPPORT FOR WILDERNESS PRESERVATION | $400 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 22203 | N/A | PC | SUPPORT FOR WILDERNESS PRESERVATION | $400 | |
| DEFENDERS OF ANIMAL RIGHTS INC | ||||||||
| 14412 OLD YORK RD | PHOENIX | AZ | 21131 | N/A | PC | SUPPORT FOR ANIMAL ABUSE | $400 | |
| PETA - PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS | ||||||||
| 501 FRONT STREET | NORFOLK | VA | 23510 | N/A | PC | SUPPORT FOR ANIMAL ABUSE | $400 | |
| LITTLE LONGEARS MINIATURE DONKEY RESCUE | ||||||||
| 1079 TURKEY PIT RD | NEW OXFORD | PA | 17350 | N/A | PC | SUPPORT FOR ANIMAL ABUSE | $100 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 15321 BRAND BOULEVARD | MISSION HILLS | CA | 91345 | N/A | PC | SUPPORT FOR ANIMAL ABUSE | $100 | |
| BIDEAWEE | ||||||||
| 118 OLD COUNTRY ROAD | WESTHAMPTON | NY | 11977 | N/A | PC | SUPPORT FOR ANIMAL ABUSE | $100 | |
| ASPCA (AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS) | ||||||||
| PO BOX 96929 | WASHINGTON | DC | 200906929 | N/A | PC | SUPPORT FOR ANIMAL PRESERVATION | $300 | |
| THE NATIONAL WILDLIFE FEDERATION | ||||||||
| 11100 WILDLIFE CENTER DR | RESTON | VA | 20190 | N/A | PC | SUPPORT FOR ANIMAL PRESERVATION | $300 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 200371193 | N/A | PC | SUPPORT FOR ANIMAL PRESERVATION | $300 | |
| THE NATIONAL AUDUBON SOCIETY | ||||||||
| 225 VARICK ST | NEW YORK | NY | 10014 | N/A | PC | SUPPORT FOR ANIMAL PRESERVATION | $100 | |
| GREENPEACE | ||||||||
| 702 H STREET NW SUITE 300 | WASHINGTON | DC | 20001 | N/A | PC | SUPPORT FOR ANIMAL PRESERVATION | $100 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 37839 | BOONE | IA | 500370839 | N/A | PC | CALAMITY SUPPORT | $300 | |
| CATHOLIC RELIEF SERVICES | ||||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 212013443 | N/A | PC | CALAMITY SUPPORT | $300 | |
| CALIFORNIA FIRE FOUNDATION | ||||||||
| 1780 CREEKSIDE OAKS DRIVE | SACRAMENTO | CA | 95833 | N/A | PC | CALAMITY SUPPORT | $300 | |
| MARIN COUNTY DEPUTY'S SHERIFF'S ASSOCIATION | ||||||||
| PO BOX 4224 | SAN RAFAEL | CA | 949134207 | N/A | PC | CALAMITY SUPPORT | $100 | |
| WOMEN AGAINST ABUSE | ||||||||
| 100 S BROAD ST 1341 | PHILADELPHIA | PA | 19102 | N/A | PC | ABUSE SUPPORT | $450 | |
| PREVENT CHILD ABUSE AMERICA | ||||||||
| 228 SOUTH WABASH AVE 10TH FL | CHICAGO | IL | 60604 | N/A | PC | ABUSE SUPPORT | $400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,000 | 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 | $8,384 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,744 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,128 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,128 | 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 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $74 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $74 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITIES | AT COST | $149,775 | $195,227 |
| FIXED INCOME | AT COST | $72,107 | $77,787 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERED EXPENSES | Desc |
| Amt | $700 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SECTION 4940 TAXES | CategoryTxt |
| Amt | $263 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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