BERNARD E & ALBA WITKIN CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BERNARD E & ALBA WITKIN CHARITABLE FOUNDATION (EIN 73-1661679)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202101329349100600
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T00:00:06-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 9TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731661679 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD E & ALBA WITKIN CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERN | BusinessNameControlTxt |
| Phone | 5108453416 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7190 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH KUCHMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5108453416 | PhoneNum |
| Signature | 2021-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | KUCHMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE F FERRY | PreparerPersonNm |
| PTIN | P01413405 | PTIN |
| Phone | 4157812500 | PhoneNum |
| Preparation | 2021-04-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $18,696,143 | 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 | $24,687 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,687 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,309,200 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,309,200 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,333,887 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,333,887 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $184,404 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $110,642 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $73,762 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $78,815 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $74,134 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,681 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,530 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,648 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,882 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,110 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,110 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,221 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,025 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,560 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,608 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $652 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,956 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,423,135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,418,603 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,531 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,746,823 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,634,814 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $96,372 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,588,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,588,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,334,823 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,634,814 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,684,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,000,936 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $699,073 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $107,160 | CashBOYAmt |
| Cash EOY | $95,322 | CashEOYAmt |
| Cash EOYFMV | $95,322 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,402,264 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,700,821 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,700,821 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $12,899,330 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,609,392 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,900,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,408,754 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,405,535 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,696,143 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,408,754 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,405,535 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,408,754 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,405,535 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,408,754 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,405,535 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,408,754 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,000,936 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,407,818 | SubtotalAmt |
| Other Decreases | $2,283 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,405,535 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,717 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,717 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,717 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,640 | 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 | $14,640 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,923 | OverpaymentAmt |
| Applied To ES Tax | $4,923 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | KENNETH KUCHMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5108453416 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7190 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH KUCHMAN | ||||||||
| PO BOX 7190 | BERKELEY | CA | 94707 | PRESIDENT/CEO | 40.00 | $184,404 | $0 | $0 |
| BRENDA HARBIN-FORTE | ||||||||
| 2233 SHORELINE DRIVE | ALAMEDA | CA | 94501 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| MARY FRIEDMAN | ||||||||
| 2841 RUSSELL STREET | BERKELEY | CA | 94705 | SECRETARY | 0.50 | $0 | $0 | $0 |
| LISA KARPLUS | ||||||||
| 2326 NE 18TH AVE | PORTLAND | OR | 97212 | TREASURER | 0.50 | $0 | $0 | $0 |
| TROY L NUNLEY | ||||||||
| 501 I STREET SUITE 15-200 | SACRAMENTO | CA | 95814 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| CHERI MEZZAPELLE | ||||||||
| 2111 MARTIN LUTHER KING JR WAY | BERKELEY | CA | 94704 | CHAIR, AUDIT COMMITTEE | 0.50 | $0 | $0 | $0 |
| DAVID BONELLI | ||||||||
| PO BOX 7190 | BERKELEY | CA | 94707 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORMAN L EPSTEIN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WITKIN FOUNDATION PO BOX 7190 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CRIM. LAW TREATISE | ServiceTypeTxt |
| Compensation | $96,818 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,738,770 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,700,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,438,770 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,438,770 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $276,582 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,162,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $908,109 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $908,109 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,717 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,717 | TotalTaxAmt |
| Distributable Before Adj | $898,392 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $898,392 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $898,392 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,684,372 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,684,372 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,684,372 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $898,392 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $621,867 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $867,658 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $507,238 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $828,662 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $811,311 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,636,736 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,684,372 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $898,392 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $785,980 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,422,716 | 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 | $621,867 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,800,849 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $867,658 | ExcessFromYear4Amt |
| Excess From Year3 | $507,238 | ExcessFromYear3Amt |
| Excess From Year2 | $828,662 | ExcessFromYear2Amt |
| Excess From Year1 | $811,311 | ExcessFromYear1Amt |
| Excess From Current Year | $785,980 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (98 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVOKIDS | ||||||||
| 5643 PARADISE DRIVE SUITE 12-B | CORTE MADERA | CA | 94925 | NONE | PC | FOSTER CHILDREN PROGRAMS | $25,000 | |
| ALAMEDA COUNTY BAR ASSOCIATION | ||||||||
| 1000 BROADWAY SUITE 290 | OAKLAND | CA | 94607 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $5,000 | |
| AMERICAN FRIENDS SERVICE COMMITTEE | ||||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | PC | OTHER PROGRAMS | $1,000 | |
| ASPIRE EDUCATION PROJECT | ||||||||
| 1721 BROADWAY SUITE 201 | OAKLAND | CA | 94612 | NONE | PC | LITERACY PROGRAMS | $10,000 | |
| BAHIA INC | ||||||||
| 1000 CAMELIA STREET | BERKELEY | CA | 94710 | NONE | PC | CHILDCARE PROGRAMS | $30,000 | |
| BANANAS INC | ||||||||
| 5232 CLAREMONT AVENUE | OAKLAND | CA | 94618 | NONE | PC | CHILDCARE PROGRAMS | $5,000 | |
| BAY AREA COMMUNITY RESOURCES | ||||||||
| 3219 PIERCE STREET | RICHMOND | CA | 94804 | NONE | PC | MENTAL HEALTH PROGRAMS | $25,000 | |
| BAY AREA CRISIS NURSERY | ||||||||
| 1506 MENDOCINO DRIVE | CONCORD | CA | 94521 | NONE | PC | CHILDCARE PROGRAMS | $10,000 | |
| BERKELEY BABY BOOK PROJECT | ||||||||
| PO BOX 8213 | BERKELEY | CA | 94707 | NONE | PC | LITERACY PROGRAMS | $10,000 | |
| BERKELEY PUBLIC LIBRARY FOUNDATION | ||||||||
| 2090 KITTREDGE STREET | BERKELEY | CA | 94704 | NONE | PC | LITERACY PROGRAMS | $15,000 | |
| BERKELEY PUBLIC SCHOOLS FUND | ||||||||
| PO BOX 2066 | BERKELEY | CA | 94702 | NONE | PC | OTHER PROGRAMS | $25,000 | |
| BERKELEY SYMPHONY | ||||||||
| 1942 UNIVERSITY AVENUE SUITE 104 | BERKELEY | CA | 94704 | NONE | PC | MUSIC PROGRAMS | $12,500 | |
| BEYOND EMANCIPATION | ||||||||
| 675 HEGENBERGER ROAD SUITE 100 | OAKLAND | CA | 94621 | NONE | PC | FOSTER CHILDREN PROGRAMS | $25,000 | |
| BLUE SKIES FOR CHILDREN | ||||||||
| 3021 BROOKDALE AVENUE | OAKLAND | CA | 94602 | NONE | PC | CHILDCARE PROGRAMS | $82,000 | |
| BUILDING FUTURES WITH WOMEN AND CHILDREN | ||||||||
| 1840 FAIRWAY DRIVE | SAN LEANDRO | CA | 94577 | NONE | PC | CHILDCARE PROGRAMS | $10,000 | |
| BUILDING OPPORTUNITIES FOR SELF-SUFFICIENCY | ||||||||
| 1918 UNIVERSITY AVENUE SUITE 2A | BERKELEY | CA | 94704 | NONE | PC | LITERACY PROGRAMS | $35,000 | |
| CALIFORNIA JUDGES FOUNDATION | ||||||||
| 2520 VENTURE OAKS WAY SUITE 150 | SACRAMENTO | CA | 95833 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $1,000 | |
| CASA OF ALAMEDA COUNTY | ||||||||
| 1000 SAN LEANDRO BOULEVARD SUITE | SAN LEANDRO | CA | 94577 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $15,000 | 300 |
| CASA OF MARIN COUNTY | ||||||||
| 1501 LOS GAMOS ROAD 130 | SAN RAFAEL | CA | 94903 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $10,000 | |
| CASA OF SAN FRANCISCO | ||||||||
| 2535 MISSION STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $7,500 | |
| CASA OF SONOMA COUNTY | ||||||||
| PO BOX 1418 | KENWOOD | CA | 95452 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $15,000 | |
| CENTER FOR EARLY INTERVENTION ON DEAFNESS | ||||||||
| 1035 GRAYSON STREET | BERKELEY | CA | 94710 | NONE | PC | CHILDCARE PROGRAMS | $25,000 | |
| CENTER FOR YOUTH DEVELOPMENT THROUGH LAW | ||||||||
| 2120 UNIVERSITY AVENUE | BERKELEY | CA | 94704 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $15,000 | |
| CENTRO LEGAL DE LA RAZA | ||||||||
| 3022 INTERNATIONAL BOULEVARD SUITE | OAKLAND | CA | 94601 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $10,000 | 410 |
| CHILD ABUSE PREVENTION COUNCIL OF CCC | ||||||||
| 2120 DIAMOND BOULEVARD SUITE 120 | CONCORD | CA | 94520 | NONE | PC | OTHER PROGRAMS | $9,000 | |
| CHILD CARE LAW CENTER | ||||||||
| 1832 SECOND STREET | BERKELEY | CA | 94710 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $10,000 | |
| CHILDREN NOW | ||||||||
| 1404 FRANKLIN STREET SUITE 700 | OAKLAND | CA | 94612 | NONE | PC | OTHER PROGRAMS | $1,000 | |
| COMMUNITY INITIATIVES | ||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | NONE | PC | OTHER PROGRAMS | $1,000 | |
| COMMUNITY RESOURCES FOR SCIENCE | ||||||||
| 1611 SAN PABLO AVENUE SUITE 10B | BERKELEY | CA | 94702 | NONE | PC | OTHER PROGRAMS | $2,500 | |
| CONTRA COSTA COUNTY FAMILY JUSTICE CENTER | ||||||||
| 2151 SALVIO STREET SUITE 201 | CONCORD | CA | 94520 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $15,000 | |
| DESTINY ARTS CENTER | ||||||||
| 970 GRACE AVENUE | OAKLAND | CA | 94608 | NONE | PC | OTHER PROGRAMS | $5,000 | |
| EAST BAY AGENCY FOR CHILDREN | ||||||||
| 303 VAN BUREN AVENUE | OAKLAND | CA | 94610 | NONE | PC | CHILDCARE PROGRAMS | $20,000 | |
| EAST BAY CENTER FOR THE PERFORMING ARTS | ||||||||
| 339 11TH STREET | RICHMOND | CA | 94801 | NONE | PC | OTHER PROGRAMS | $10,000 | |
| EAST BAY CHILDREN'S LAW OFFICES | ||||||||
| 7700 EDGEWATER DRIVE SUITE 210 | OAKLAND | CA | 94621 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $25,000 | |
| EAST BAY FAMILY DEFENDERS | ||||||||
| 101 CALLAN AVENUE SUITE 210 | SAN LEANDRO | CA | 94577 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $5,000 | |
| FAMILY BUILDERS BY ADOPTION | ||||||||
| 1900 EMBARCADERO SUITE 303 | OAKLAND | CA | 94606 | NONE | PC | FOSTER CHILDREN PROGRAMS | $10,000 | |
| FAMILY PATHS | ||||||||
| 1727 MARTIN LUTHER KING JR WAY 109 | OAKLAND | CA | 94612 | NONE | PC | MENTAL HEALTH PROGRAMS | $10,000 | |
| FAMILY VIOLENCE APPELLATE PROJECT | ||||||||
| 449 15TH STREET SUITE 104 | OAKLAND | CA | 94612 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $15,000 | |
| FAMILY VIOLENCE LAW CENTER | ||||||||
| 470 27TH STREET | OAKLAND | CA | 94612 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $20,000 | |
| FIRST PLACE FOR YOUTH | ||||||||
| 426 17TH STREET SUITE 100 | OAKLAND | CA | 94612 | NONE | PC | FOSTER CHILDREN PROGRAMS | $10,000 | |
| FRED FINCH YOUTH CENTER | ||||||||
| 3800 COOLIDGE AVENUE | OAKLAND | CA | 94602 | NONE | PC | FOSTER CHILDREN PROGRAMS | $15,000 | |
| GIRLS INC | ||||||||
| 510 16TH STREET | OAKLAND | CA | 94612 | NONE | PC | OTHER PROGRAMS | $10,000 | |
| INTERNATIONAL CHILD RESOURCE INSTITUTE | ||||||||
| 125 UNIVERSITY AVENUE | BERKELEY | CA | 94710 | NONE | PC | CHILDCARE PROGRAMS | $25,000 | |
| JEWISH FAMILY AND COMMUNITY SERVICES | ||||||||
| 2484 SHATTUCK AVENUE SUITE 210 | BERKELEY | CA | 94704 | NONE | PC | OTHER PROGRAMS | $25,000 | |
| JUNIOR CENTER OF ART & SCIENCE | ||||||||
| 558 BELLEVUE AVENUE | OAKLAND | CA | 94610 | NONE | PC | ART PROGRAMS | $5,000 | |
| KALA ART INSTITUTE | ||||||||
| 1060 HEINZ AVENUE | BERKELEY | CA | 94710 | NONE | PC | ART PROGRAMS | $10,000 | |
| LEGAL ASSISTANCE FOR SENIORS | ||||||||
| 333 HEGENBERGER ROAD SUITE 850 | OAKLAND | CA | 94621 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $10,000 | |
| LEGAL SERVICES FOR CHILDREN | ||||||||
| 1254 MARKET STREET 3RD FLOOR | SAN FRANCISCO | CA | 94102 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $100,000 | |
| LINCOLN FAMILIES | ||||||||
| 1266-14TH STREET | OAKLAND | CA | 94607 | NONE | PC | MENTAL HEALTH PROGRAMS | $20,000 | |
| LOTUS BLOOM CHILD & FAMILY RESOURCE CENTER | ||||||||
| 555 - 9TH STREET UNIT 131 | OAKLAND | CA | 94612 | NONE | PC | CHILDCARE PROGRAMS | $10,000 | |
| LOVED TWICE | ||||||||
| 4123 BROADWAY SUITE 815 | OAKLAND | CA | 94611 | NONE | PC | CHILDCARE PROGRAMS | $5,000 | |
| LUNA DANCE INSTITUTE | ||||||||
| PO BOX 7788 | BERKELEY | CA | 94707 | NONE | PC | OTHER PROGRAMS | $10,000 | |
| LUTHERAN SOCIAL SERVICES OF NORTHERN CALIFORNIA | ||||||||
| 1465 CIVIC COURT BUILDING D | CONCORD | CA | 94520 | NONE | PC | FOSTER CHILDREN PROGRAMS | $7,000 | |
| MARTINEZ EARLY CHILDHOOD CENTER | ||||||||
| 615 ARCH STREET | MARTINEZ | CA | 94553 | NONE | PC | CHILDCARE PROGRAMS | $10,000 | |
| MINDFUL LIFE PROJECT | ||||||||
| 124 WASHINGTON AVENUE SUITE B | RICHMOND | CA | 94801 | NONE | PC | OTHER PROGRAMS | $15,000 | |
| NORTHERN CALIFORNIA GRANTMAKERS - LEGAL SERVICES | ||||||||
| 160 SPEAR STREET SUITE 360 | SAN FRANCISCO | CA | 94105 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $20,500 | |
| OAKLAND EAST BAY SYMPHONY | ||||||||
| 1440 BROADWAY SUITE 405 | OAKLAND | CA | 94612 | NONE | PC | MUSIC PROGRAMS | $7,500 | |
| OAKLAND ELIZABETH HOUSE | ||||||||
| 6423 COLBY STREET | OAKLAND | CA | 94618 | NONE | PC | CHILDCARE PROGRAMS | $7,500 | |
| OAKLAND LEAF | ||||||||
| 520 3RD STREET SUITE 109 | OAKLAND | CA | 94607 | NONE | PC | LITERACY PROGRAMS | $12,500 | |
| OAKLAND YOUTH CHORUS | ||||||||
| 685 14TH STREET | OAKLAND | CA | 94612 | NONE | PC | MUSIC PROGRAMS | $5,000 | |
| OPPORTUNITY JUNCTION | ||||||||
| 3102 DELTA FAIR BOULEVARD | ANTIOCH | CA | 94509 | NONE | PC | LITERACY PROGRAMS | $5,000 | |
| OUR FAMILY | ||||||||
| 1385 MISSION STREET SUITE 340 | SAN FRANCISCO | CA | 94103 | NONE | PC | OTHER PROGRAMS | $7,500 | |
| PEGASUS PROJECT (PEGASUS VOYAGES) | ||||||||
| 1554 SONOMA AVENUE | ALBANY | CA | 94706 | NONE | PC | OTHER PROGRAMS | $10,000 | |
| PLAYWORKS OAKLAND EAST BAY | ||||||||
| 638 - 3RD STREET | OAKLAND | CA | 94607 | NONE | PC | OTHER PROGRAMS | $5,000 | |
| PROJECT AVARY | ||||||||
| PO BOX 150088 | SAN RAFAEL | CA | 94915 | NONE | PC | FOSTER CHILDREN PROGRAMS | $15,000 | |
| READ ALOUD VOLUNTEER PROGRAM | ||||||||
| 13831 SAN PABLO AVENUE BUILDING 5 | SAN PABLO | CA | 94806 | NONE | PC | LITERACY PROGRAMS | $10,000 | |
| READING PARTNERS | ||||||||
| 180 GRAND AVENUE SUITE 800 | OAKLAND | CA | 94612 | NONE | PC | LITERACY PROGRAMS | $10,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA - EARLY CHILDHOOD EDUCATION PROGRAM | ||||||||
| 2339 HASTE STREET | BERKELEY | CA | 94704 | NONE | PC | CHILDCARE PROGRAMS | $50,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA - GOLDMAN SCHOOL OF PUBLIC POLICY | ||||||||
| 2607 HEARST AVENUE | BERKELEY | CA | 94720 | NONE | PC | OTHER PROGRAMS | $52,500 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA - MACK CENTER | ||||||||
| 1999 UNIVERSITY AVENUE | BERKELEY | CA | 94704 | NONE | PC | OTHER PROGRAMS | $10,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA - UC BERKELEY SCHOOL OF LAW | ||||||||
| SCHOOL OF LAW 215 LAW BUILDING | BERKELEY | CA | 94720 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $25,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA - UC BOTANICAL GARDEN | ||||||||
| 200 CENTENNIAL DRIVE | BERKELEY | CA | 94720 | NONE | PC | OTHER PROGRAMS | $50,000 | |
| SAFE & SOUND | ||||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | NONE | PC | OTHER PROGRAMS | $10,000 | |
| SAN DIEGO COUNTY LAW LIBRARY JUSTICE FOUNDATION | ||||||||
| 1105 FRONT STREET | SAN DIEGO | CA | 92101 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $500 | |
| SAN FRANCISCO CHAMBER ORCHESTRA | ||||||||
| PO BOX 191564 | SAN FRANCISCO | CA | 94119 | NONE | PC | OTHER PROGRAMS | $5,000 | |
| SEEDS OF AWARENESS | ||||||||
| 2501 HARRISON STREET | OAKLAND | CA | 94612 | NONE | PC | OTHER PROGRAMS | $10,000 | |
| SEEK AND SAVE | ||||||||
| 545 ST JOHN STREET | PLEASANTON | CA | 94566 | NONE | PC | OTHER PROGRAMS | $2,500 | |
| SENECA FAMILY OF AGENCIES | ||||||||
| 6925 CHABOT ROAD | OAKLAND | CA | 94618 | NONE | PC | CHILDCARE PROGRAMS | $27,500 | |
| SHELTER INC OF CONTRA COSTA COUNTY | ||||||||
| 1333 WILLOW PASS ROAD SUITE 206 | CONCORD | CA | 94520 | NONE | PC | CHILDCARE PROGRAMS | $20,000 | |
| SHEPHERD'S GATE | ||||||||
| 1660 PORTOLA AVENUE | LIVERMORE | CA | 94551 | NONE | PC | OTHER PROGRAMS | $10,000 | |
| SIDE BY SIDE | ||||||||
| 300 SUNNY HILLS DRIVE | SAN ANSELMO | CA | 94960 | NONE | PC | FOSTER CHILDREN PROGRAMS | $15,000 | |
| SINGING EAGLE - READ TO LIVE PROGRAM | ||||||||
| 15469 FRICOT CITY ROAD | MOUNTAIN RANCH | CA | 95246 | NONE | PC | LITERACY PROGRAMS | $7,500 | |
| SOAR FOR YOUTH | ||||||||
| PO BOX 1291 | BERKELEY | CA | 94701 | NONE | PC | FOSTER CHILDREN PROGRAMS | $20,000 | |
| ST MARY'S CENTER | ||||||||
| 925 BROCKHURST STREET | OAKLAND | CA | 94608 | NONE | PC | CHILDCARE PROGRAMS | $15,000 | |
| ST VINCENT DE PAUL CONTRA COSTA COUNTY | ||||||||
| 2210 GLADSTONE DRIVE | PITTSBURG | CA | 94565 | NONE | PC | OTHER PROGRAMS | $10,000 | |
| ST VINCENT'S DAY HOME | ||||||||
| 1086 8TH STREET | OAKLAND | CA | 94607 | NONE | PC | CHILDCARE PROGRAMS | $75,000 | |
| STEP ONE SCHOOL | ||||||||
| 499 SPRUCE STREET | BERKELEY | CA | 94708 | NONE | PC | CHILDCARE PROGRAMS | $40,000 | |
| TANDEM | ||||||||
| 1275 FAIRFAX AVENUE SUITE 201 | SAN FRANCISCO | CA | 94107 | NONE | PC | LITERACY PROGRAMS | $20,000 | |
| TIDES CENTER BOOST WEST OAKLAND (LAFAYETTE ELEMENTARY SCHOOL) | ||||||||
| 1700 MARKET STREET | OAKLAND | CA | 94607 | NONE | PC | LITERACY PROGRAMS | $10,000 | |
| WATERSIDE WORKSHOPS | ||||||||
| 84 BOLIVAR DRIVE | BERKELEY | CA | 94710 | NONE | PC | OTHER PROGRAMS | $5,000 | |
| WAYFINDER FAMILY SERVICES | ||||||||
| 2381 MARINER SQUARE DRIVE SUITE 275 | ALAMEDA | CA | 94501 | NONE | PC | CHILDCARE PROGRAMS | $10,000 | |
| WE CARE SERVICES FOR CHILDREN | ||||||||
| 2191 KIRKER PASS ROAD | CONCORD | CA | 94521 | NONE | PC | CHILDCARE PROGRAMS | $20,000 | |
| WEST CONTRA COSTA PUBLIC EDUCATION FUND | ||||||||
| 217C W RICHMOND AVENUE | POINT RICHMOND | CA | 94801 | NONE | PC | LITERACY PROGRAMS | $10,000 | |
| YMCA OF THE EAST BAY | ||||||||
| 2330 BROADWAY | OAKLAND | CA | 94612 | NONE | PC | OTHER PROGRAMS | $30,000 | |
| YOUNG MUSICIANS CHORAL ORCHESTRA | ||||||||
| 2020 MILVIA STREET SUITE 420 | BERKELEY | CA | 94704 | NONE | PC | MUSIC PROGRAMS | $15,000 | |
| YOUTH ALIVE | ||||||||
| 3300 ELM STREET | OAKLAND | CA | 94609 | NONE | PC | OTHER PROGRAMS | $10,000 | |
| YOUTH ENRICHMENT STRATEGIES | ||||||||
| 3029 MACDONALD AVENUE | RICHMOND | CA | 94804 | NONE | PC | OTHER PROGRAMS | $7,500 | |
| YOUTH SPIRIT ARTWORKS | ||||||||
| 1740 ALCATRAZ AVENUE | BERKELEY | CA | 94703 | NONE | PC | OTHER PROGRAMS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,588,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,687 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WITKIN WORKS ROYALTIES | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $2,309,200 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,333,887 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,333,887 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $27,530 | Amt |
| Net Investment Income | $20,648 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,882 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $78,815 | LegalFeesAmt |
| Net Investment Income | $74,134 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,681 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WITKIN WORKS COPYRIGHT | Desc |
| BOY Book Value | $12,899,330 | BOYBookValueAmt |
| EOY Book Value | $11,609,392 | EOYBookValueAmt |
| EOYFMV | $16,900,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $2,283 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,748 | $1,374 | $1,374 |
| ADDITIONAL PAYROLL EXPENSE | $1,731 | $1,038 | $692 |
| OFFICE EXPENSES | $4,930 | $2,465 | $2,465 |
| WITKIN LIBRARY CONTRACT SERVICES | $26,807 | $26,807 | $0 |
| EPSTEIN ROYALTY PAYMENTS | $96,818 | $96,818 | $0 |
| BANK | $113 | $113 | $0 |
| DUES, SUBSCRIPTIONS, LIBRARY | $50 | $50 | $0 |
| AMORTIZATION | $1,289,938 | $1,289,938 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WITKIN WORKS ROYALTIES | Desc |
| Revenue And Expenses Per Books | $2,309,200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,309,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,309,200 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | APPRAISAL FEES | CategoryTxt |
| Amt | $3,110 | Amt |
| Net Investment Income | $3,110 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FTB STATE EXCISE PAYMENT | $10 | $10 | $0 |
| ATTORNEY GENERAL RRF-1 | $175 | $175 | $0 |
| PAYROLL TAXES | $11,400 | $6,840 | $4,560 |
| FEDERAL EXCISE TAX | $15,636 | $0 | $0 |
Comments