THE BINDON FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE BINDON FOUNDATION (EIN 47-5087969)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202203129349102055
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-08T15:18:09-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 475087969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Bindon Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BIND | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | 0 | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | HALSTED | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $3,855,854 | 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 | $501,232 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $120 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $120 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,680 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,680 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,137 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $242,917 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $114,764 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,981 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $110 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $633,150 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,674 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $16,585 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,468 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,117 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $100 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $20,538 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,501 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,223 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,518 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,618 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,705 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,705 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $240,928 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,518 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $224,323 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $392,222 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $126,156 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $89,465 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,524 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,524 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,205,495 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,570,714 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,301,081 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $414,746 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $466,690 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $490,249 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,709,706 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,101,928 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,855,854 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,709,706 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,101,928 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,709,706 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,101,928 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,709,706 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,101,928 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,709,706 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $392,222 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,101,928 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,101,928 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $242,917 | GrossSalesPriceAmt |
| Cost Or Other Basis | $128,153 | CostOrOtherBasisAmt |
| Gain Or Loss | $114,764 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $114,764 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $114,764 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,754 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,754 | SubtotalAmt |
| Tax Based On Investment Income | $1,754 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $482 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,882 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $128 | OverpaymentAmt |
| Applied To ES Tax | $128 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Elizabeth L Halsted | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Scott Halsted | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COMMUNITY FILM SCREENING EVENTS-TO COVER EXPENSES RELATED TO COMMUNITY SCREENING EVENTS FOR THE RESCUE LIST TO INCREASE THE UNDERSTANDING & AWARENESS OF MODERN SLAVERY &TRAFFICKING | Description1Txt |
| Expenses1 | $3,117 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,754,282 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,969 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $482,167 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,289,418 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,289,418 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,341 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,240,077 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $162,004 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $162,004 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,754 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,754 | TotalTaxAmt |
| Distributable Before Adj | $160,250 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $160,250 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $160,250 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $224,323 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $224,323 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $160,250 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $7,997 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $34,606 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $23,055 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $65,658 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $224,323 | QualifyingDistributionsAmt |
| Applied To Current Year | $160,250 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $64,073 | RemainingDistriFromCorpusAmt |
| Total Corpus | $129,731 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,997 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $121,734 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $34,606 | ExcessFromYear3Amt |
| Excess From Year1 | $23,055 | ExcessFromYear1Amt |
| Excess From Current Year | $64,073 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Elizabeth L Halsted | ContributingManagerNm |
| Contributing Manager | Scott Halsted | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| 10000 DEGREES | ||||||||||
| 1401 LOS GAMOS DR STE 205 | SAN RAFAEL | CA | 94903 | N/A | PC | General & Unrestricted | $500 | |||
| ANGEL BASKETS | ||||||||||
| PO BOX 22000 PMB 574 | TELLURIDE | CO | 81435 | N/A | PC | General & Unrestricted | $500 | |||
| BOB WOODRUFF FAMILY FOUNDATION INC | ||||||||||
| 1350 BROADWAY RM 905 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $500 | |||
| BRIDGE THE GAP COLLEGE PREP | ||||||||||
| PO BOX 1390 | SAUSALITO | CA | 94966 | N/A | PC | General & Unrestricted | $1,500 | |||
| CANAL ALLIANCE | ||||||||||
| 91 LARKSPUR ST | SAN RAFAEL | CA | 94901 | N/A | PC | General & Unrestricted | $1,500 | |||
| CHALLENGING HEIGHTS | ||||||||||
| N/A | PC | Construction of the Women's Center | $106,000 | PO BOX KN 1979 | KANESHIE ACCRA | GH | ||||
| CLEAN AIR TASK FORCE INC | ||||||||||
| 114 STATE ST 6TH FL | BOSTON | MA | 02109 | N/A | PC | General & Unrestricted | $500 | |||
| COMMUNITY FOUNDATION FOR NANTUCKET | ||||||||||
| PO BOX 204 | NANTUCKET | MA | 02554 | N/A | PC | General & Unrestricted | $500 | |||
| CONNECTICUT COLLEGE | ||||||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | N/A | PC | General & Unrestricted | $500 | |||
| DARAJA EDUCATION FUND | ||||||||||
| PO BOX 4333 | SAN RAFAEL | CA | 94913 | N/A | PC | Support for a 4 year high school education for one student | $2,500 | |||
| ENVIRONMENTAL TRAVELING COMPANIONS | ||||||||||
| 2 MARINA BLVD FORT MASON CENTER C38 | SAN FRANCISCO | CA | 94123 | N/A | PC | General & Unrestricted | $650 | |||
| EQUAL JUSTICE INITIATIVE | ||||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $3,000 | |||
| EXTRAFOOD ORG | ||||||||||
| 907 SIR FRANCIS DRAKE BLVD | KENTFIELD | CA | 94904 | N/A | PC | General & Unrestricted | $500 | |||
| FRIENDS OF COMPASS INC | ||||||||||
| 1720 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $650 | |||
| FRIENDS OF THE RIVER FOUNDATION | ||||||||||
| 3336 BRADSHAW RD STE 335 | SACRAMENTO | CA | 95827 | N/A | PC | General & Unrestricted | $3,150 | |||
| FROM HOUSES TO HOMES-GUATEMALA INC | ||||||||||
| PO BOX 85 | MOUNT TABOR | NJ | 07878 | N/A | PC | General & Unrestricted | $500 | |||
| GEORGETOWN UNIVERSITY | ||||||||||
| 2115 WISCONSIN AVE NW STE 500 | WASHINGTON | DC | 20007 | N/A | PC | General & Unrestricted | $1,500 | |||
| GIVE BACK YOGA FOUNDATION | ||||||||||
| 900 BASELINE RD 13B | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $500 | |||
| GLIDE MEMORIAL UNITED METHODIST CHURCH | ||||||||||
| 330 ELLIS ST | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $500 | |||
| GRAND CANYON TRUST INC | ||||||||||
| 2601 N FORT VALLEY RD | FLAGSTAFF | AZ | 86001 | N/A | PC | General & Unrestricted | $1,500 | |||
| GRAND CANYON YOUTH | ||||||||||
| 2131 N FIRST ST | FLAGSTAFF | AZ | 86004 | N/A | PC | General & Unrestricted | $1,000 | |||
| GRASSROOT SOCCER INC | ||||||||||
| 15 LEBANON ST | HANOVER | NH | 03255 | N/A | PC | General & Unrestricted | $500 | |||
| IGNATIAN CORPORATION SAINT IGNATIUS HIGH SCHOOL | ||||||||||
| 2001 37TH AVE | SAN FRANCISCO | CA | 94116 | N/A | PC | General & Unrestricted | $500 | |||
| KELLY S BRUSH FOUNDATION | ||||||||||
| 3 MAIN ST SUITE 217 | BURLINGTON | VT | 05401 | N/A | PC | General & Unrestricted | $1,500 | |||
| LARKIN STREET YOUTH SERVICES | ||||||||||
| 134 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $500 | |||
| LAVA MAE | ||||||||||
| 1701 MONARCH ST STE 200 | ALAMEDA | CA | 94501 | N/A | PC | General & Unrestricted | $500 | |||
| MANY HOPES INC | ||||||||||
| 255 W 93RD ST 1N | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $1,500 | |||
| MARIN CITY HEALTH AND WELLNESS CENTER | ||||||||||
| 630 DRAKE AVE | MARIN CITY | CA | 94965 | N/A | PC | General & Unrestricted | $1,000 | |||
| MARIN COMMUNITY CLINIC | ||||||||||
| 9 COMMERCIAL BLVD STE 100 | NOVATO | CA | 94949 | N/A | PC | General & Unrestricted | $1,000 | |||
| MARIN COMMUNITY FOUNDATION | ||||||||||
| 5 HAMILTON LANDING STE 200 | NOVATO | CA | 94949 | N/A | PC | General & Unrestricted | $5,000 | |||
| MARIN PROMISE PARTNERSHIP | ||||||||||
| 101 LUCAS VALLEY RD STE 360 | SAN RAFAEL | CA | 94903 | N/A | PC | General & Unrestricted | $1,000 | |||
| MCE SOCIAL CAPITAL | ||||||||||
| 5758 GEARY BLVD 261 | SAN FRANCISCO | CA | 94121 | N/A | PC | General & Unrestricted | $2,750 | |||
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | ||||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $500 | |||
| PLANNED PARENTHOOD GLOBAL INC | ||||||||||
| 123 WILLIAM ST 10TH FL | NEW YORK | NY | 10038 | N/A | SO I | General & Unrestricted | $500 | |||
| PROTECT OUR WINTERS | ||||||||||
| 4676 BROADWAY ST | BOULDER | CO | 80304 | N/A | PC | General & Unrestricted | $505 | |||
| SAN FRANCISCO FOOD BANK | ||||||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | N/A | PC | General & Unrestricted | $2,500 | |||
| SAN MIGUEL CONSERVATION FOUNDATION | ||||||||||
| PO BOX 2466 | TELLURIDE | CO | 81435 | N/A | PC | Schmid Ranch | $20,000 | |||
| SEACOLOGY | ||||||||||
| 1623 SOLANO AVE | BERKELEY | CA | 94707 | N/A | PC | General & Unrestricted | $15,000 | |||
| SEND IT | ||||||||||
| 10075 W RIVER ST 204 | TRUCKEE | CA | 96161 | N/A | PC | Charitable Event | $1,000 | |||
| SEND IT | ||||||||||
| 10075 W RIVER ST 204 | TRUCKEE | CA | 96161 | N/A | PC | General & Unrestricted | $2,250 | |||
| ST VINCENT DE PAUL SOCIETY | ||||||||||
| 820 B ST | SAN RAFAEL | CA | 94901 | N/A | PC | General & Unrestricted | $500 | |||
| SWIFTSURE RANCH THERAPEUTIC EQUESTRIAN CENTER INC | ||||||||||
| 114 CALYPSO LN | BELLEVUE | ID | 83313 | N/A | PC | General & Unrestricted | $250 | |||
| TECHNOSERVE INC | ||||||||||
| 1777 N KENT ST SUITE 1100 | ALRINGTON | VA | 22209 | N/A | PC | General & Unrestricted | $10,000 | |||
| TELLURIDE COUNCIL FOR THE ARTS AND HUMANITIES | ||||||||||
| PO BOX 152 | TELLURIDE | CO | 81435 | N/A | PC | General & Unrestricted | $1,000 | |||
| TELLURIDE FOUNDATION | ||||||||||
| PO BOX 4222 | TELLURIDE | CO | 81435 | N/A | PC | General & Unrestricted | $1,000 | |||
| THACHER SCHOOL INC | ||||||||||
| 5025 THACHER RD | OJAI | CA | 93023 | N/A | PC | General & Unrestricted | $500 | |||
| THE BRANSON SCHOOL | ||||||||||
| 39 FERNHILL AVE 887 | ROSS | CA | 94957 | N/A | PC | General & Unrestricted | $500 | |||
| THE OUTDOOR ART CLUB | ||||||||||
| 1 W BLITHEDALE AVE | MILL VALLEY | CA | 94941 | N/A | PC | General & Unrestricted | $500 | |||
| THE SIERRA CLUB FOUNDATION | ||||||||||
| 50 F ST EIGHTH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $500 | |||
| TOGETHER RISING | ||||||||||
| 800 WEST BROAD ST 6409 | FALLS CHURCH | VA | 22040 | N/A | PC | General & Unrestricted | $1,000 | |||
| WATSI | ||||||||||
| 548 MARKET ST 75903 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $1,500 | |||
| WEST POINT INN ASSOCIATION | ||||||||||
| 100 OLD RAILROAD GRADE FIRE RD | MILL VALLEY | CA | 94941 | N/A | PC | General & Unrestricted | $500 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,705 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,680 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102,137 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,033 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,014 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,033 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $132,951 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,918 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Halsted Elizabeth L | ||||||
| 1 | 656 Throckmorton Avenue | Mill Valley | CA | 949411735 | $91,040 | Yes (X) |
| Halsted Scott | ||||||
| 2 | 656 Throckmorton Avenue | Mill Valley | CA | 94941 | $410,192 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | META PLATFORMS INC META, 275 sh. | $91,040 | 2021-10-08 |
| 2 | THERMO FISHER SCIENTIFIC INC TMO, 223 sh. | $130,451 | 2021-10-08 |
| 2 | META PLATFORMS INC META, 845 sh. | $279,741 | 2021-10-08 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL C | $67,517 | $260,423 |
| AMAZON COM | $29,816 | $100,030 |
| APPLE INC | $34,817 | $213,084 |
| BANK OF AMERICA CORP | $60,653 | $151,266 |
| BLACKROCK INC | $78,191 | $173,956 |
| CATERPILLAR INC | $62,119 | $93,033 |
| CHEVRON CORP | $12,334 | $17,603 |
| COMCAST CORP | $31,487 | $50,330 |
| COSTCO WHOLESALE CORPORATION | $54,645 | $156,118 |
| HOME DEPOT INC | $58,841 | $124,503 |
| INTUITIVE SURGICAL | $56,072 | $136,893 |
| JP MORGAN CHASE | $25,284 | $68,091 |
| LYONDELLBASELL INDUSTRIES NV | $56,399 | $59,950 |
| MASTERCARD INC | $34,050 | $125,762 |
| META PLATFORMS INC | $429,246 | $544,886 |
| MICROSOFT CORP | $71,384 | $201,792 |
| PEPSICO INC | $24,393 | $34,742 |
| RAYTHEON TECHNOLOGIES CORP | $37,062 | $42,428 |
| THERMO FISHER SCIENTIFIC INC | $199,672 | $482,414 |
| VIRTUS EMERGING MARKETS OPPTS | $26,286 | $25,328 |
| VISA INC | $46,914 | $130,026 |
| WALT DISNEY HOLDINGS CO | $73,532 | $108,423 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALL ACROSS AFRICA SER AA PFD - | $100,000 | $100,591 |
| GJENGE MAKERS LTD RT SIMPLE AG | $50,000 | $50,000 |
| JIBU, L3C | $103,712 | $103,483 |
| KASHA GLOBAL PFD SER A | $100,000 | $100,000 |
| KASHA GLOBAL PFD SER A-1 | $29,397 | $38,534 |
| KASHA GLOBAL PFD SER A-2 | $56,238 | $70,298 |
| WIST INC PFD | $27,343 | $27,343 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $17,476 | $17,476 | |
| K-1 Exp JIBU, L3C | $3,037 | $50 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss JIBU, L3C | Desc |
| Revenue And Expenses Per Books | $4,981 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $110 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $13,468 | $13,468 | |
| PHILANTHROPIC CONSULTING SRVCS | $3,117 | $3,117 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2021 | CategoryTxt |
| Amt | $100 | Amt |
Comments