THE BINKLEY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE BINKLEY FOUNDATION (EIN 68-0233907)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-16
- IRS object ID
- 202521679349100212
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-16T16:48:38-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273019797 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAHER ACCOUNTANCY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 FIFTH AVENUE SUITE 200 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 949012903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680233907 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BINKLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BINK | BusinessNameControlTxt |
| Phone | 4153509904 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2128 | AddressLine1Txt |
| City | MILL VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94942 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON BINKLEY STRAUS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4153509904 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A GREENBLAT CPA | PreparerPersonNm |
| PTIN | P00039632 | PTIN |
| Phone | 4154591249 | PhoneNum |
| Preparation | 2025-06-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,708,571 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,210 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,210 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,210 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $88,647 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,647 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $88,647 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $450,939 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $832,411 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $450,939 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $447,484 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $550,796 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $540,796 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $537,341 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,768 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,768 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,865 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,402 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,402 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $833 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $640 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $640 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,709 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,659 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,217 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,402 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,067 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $146,065 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $146,065 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $167,282 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,402 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $158,132 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $383,514 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $535,394 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $537,341 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,415,797 | CashBOYAmt |
| Cash EOY | $54,135 | CashEOYAmt |
| Cash EOYFMV | $54,135 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,315,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,315,000 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,292,951 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,339,436 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,339,436 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,708,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,708,571 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,708,571 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,708,748 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,708,571 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,708,748 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,708,571 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,708,748 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,708,571 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,708,748 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $383,514 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,092,262 | SubtotalAmt |
| Other Decreases | $383,691 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,708,571 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICALLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $828,956 | GrossSalesPriceAmt |
| Cost Or Other Basis | $381,472 | CostOrOtherBasisAmt |
| Gain Or Loss | $447,484 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $447,484 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $450,939 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $447,484 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,442 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,442 | SubtotalAmt |
| Tax Based On Investment Income | $7,442 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $26 | EsPenaltyAmt |
| Tax Due | $7,468 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SHARON BINKLEY STRAUS | IndividualWithBooksNm |
| Phone | 4153509904 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2128 | AddressLine1Txt |
| City | MILL VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94942 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SHARON BINKLEY STRAUS | ||||||||
| PO BOX 2128 | MILL VALLEY | CA | 94942 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| LAUREN HOWARD | ||||||||
| 35 ROCK RD | KENTFIELD | CA | 94904 | SECRETARY/TR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE PART XIV FOR INFORMATION. | Description1Txt |
| Expenses1 | $146,065 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,343,568 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,355,834 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,699,402 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,699,402 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,491 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,658,911 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,946 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,946 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,442 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,442 | TotalTaxAmt |
| Distributable Before Adj | $125,504 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $125,504 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $125,504 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $158,132 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $158,132 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $125,504 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $7,515,770 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $7,515,770 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $158,132 | QualifyingDistributionsAmt |
| Applied To Current Year | $125,504 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,628 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,548,398 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $7,548,398 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $7,515,770 | ExcessFromYear2Amt |
| Excess From Current Year | $32,628 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| PLANNED PARENTHOOD | |||||||
| 2185 PACHEOCO ST | CONCORD | CA | 94520 | PC | DONATION | $1,000 | |
| FOUNDATION TO ADVANCE VASCULAR CURE | |||||||
| 274 REDWOOD SHORES 717 | REDWOOD CITY | CA | 94065 | PC | DONATION | $14,600 | |
| CA FILM INSTITUTE | |||||||
| 1001 LOOTENS PLACE | SAN RAFAEL | CA | 94901 | PC | DONATION | $1,100 | |
| MAGGIE SCOTT | |||||||
| 226 SYCAMORE AVE | MILL VALLEY | CA | 94941 | I | TRAINING | $10,000 | NONE |
| EVOLVE SECURITY | |||||||
| 123 NORTH WACKER DR | CHICAGO | IL | 60606 | NC | TRAINING | $10,000 | |
| CANCER SUPPORT SONOMA | |||||||
| 585 1ST ST W | SONOMA CA | CA | 95476 | PC | CANCER SUPPORT | $5,000 | |
| MARIN CATHOLIC | |||||||
| 675 SIR FRANCIS DRAKE | KENTFIELD | CA | 94904 | PC | TUITION ASSISTANCE | $7,000 | |
| ISATTA MOLINO | |||||||
| 52 MESA RD 71 | BOLINAS | CA | 94924 | I | TUITION ASSISTANCE | $4,500 | NONE |
| THOMAS JEFFERSON UNIVERSITY | |||||||
| 901 WALNUT ST | PHILADELPHIA | PA | 19107 | PC | TUITION ASSISTANCE | $7,500 | |
| ARCC TRAVEL STUDY | |||||||
| 19800 VILLAGE OFFICE CT | BEND | OR | 97701 | NC | GAP PROGRAM | $10,000 | |
| ANGELA RAMIREZ | |||||||
| 635 MILLER AVE | MILL VALLEY | CA | 94941 | I | TUITION ASSISTANCE | $10,000 | NONE |
| BREAST RESTORATION MARIN LINK | |||||||
| 1350 S ELISEO DR | GREENBRAE | CA | 94904 | PC | DONATION | $6,000 | |
| COMPASSION WITHOUT BORDERS | |||||||
| 1130 BUTLER AVE | SANTA ROSA | CA | 95407 | PC | DONATION | $11,000 | |
| POSITIVE IMAGES | |||||||
| 200 MONTGOMERY DR | SANTA ROSA | CA | 95404 | PC | DONATION | $15,000 | |
| SAN DOMENICO SCHOOL | |||||||
| 1500 BUTTERFIELD RD | SAN ANSELMO | CA | 94960 | PC | TUYITION ASSISTANCE | $10,000 | |
| MARIN THEATRE CO | |||||||
| 397 MILLER AVE | MILL VALLEY | CA | 94941 | PC | DONATION | $5,000 | |
| WALLA WALLA UNIVERSITY | |||||||
| 204 S COLLEGE AVE | COLLEGE PLACE | WA | 99324 | PC | TUITION ASSISTANCE | $1,365 | |
| KARMA CLUB | |||||||
| 5800 NORTHGAGTE DR STE 74 | SAN RAFAEL | CA | 94903 | PC | DONATION | $15,000 | |
| UCSF FOUNDATION CANCER CENTER | |||||||
| 1450 3RD ST | SAN FRANCISCO | CA | 94158 | PC | DONATION | $1,000 | |
| CAT CARE SOCIETY | |||||||
| 5787 W 6TH AVE | LAKEWOOD | CO | 80214 | PC | DONATION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $146,065 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,210 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $88,647 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $450,939 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $540,796 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $540,796 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVE STRAUS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 COLOMA ST | AddressLine1Txt |
| City | SAUSALITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94965 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,865 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB EQUITIES | $416,769 | $416,769 |
| SCHWAB EQUITY FUNDS | $51,848 | $51,848 |
| SCHWAB EXCHANGE TRADED FUNDS | $427,070 | $427,070 |
| SCHWAB OTHER ASSETS | ||
| SCHWAB BOND FUNDS | $443,749 | $443,749 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $3,768 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,768 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR & CURRENT FMV ADJUSTMENTS | Desc |
| Amt | $383,691 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $1,050 | |
| ADMINISTRATION | $7,659 | $7,659 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $5,402 | Amt |
| Net Investment Income | $5,402 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX SCHWAB A/C 0692 | $351 |
| CA ATTORNEY GENERAL | $25 |
| US TREASURY | $457 |
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