CHIP CONLEY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHIP CONLEY FOUNDATION (EIN 81-3243129)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202103169349104325
- 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
- Schedule B
- Depreciation Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T14:17:09-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BUSH STREET STE 1800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941044425 | 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 | 813243129 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chip Conley Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LYNDA MALONE | InCareOfNm |
| Business Name Control | CHIP | BusinessNameControlTxt |
| Phone | 4156769880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2342 Shattuck Ave 886 | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE CONLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4156769880 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANNE | PersonFirstNm |
| Person Last | CONLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL CAMPBELL CPA | PreparerPersonNm |
| PTIN | P00624713 | PTIN |
| Phone | 4153977900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $1,817,464 | 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 | $1,246,787 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $25,189 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,189 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,241 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $342,265 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,241 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,310,217 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,430 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $140,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $126,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $17,044 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,704 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,340 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $233 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $233 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,430 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $305 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $158,707 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,242 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $142,465 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $660,115 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $660,115 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $818,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,242 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $802,580 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $491,395 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,188 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $77,131 | CashBOYAmt |
| Cash EOY | $544,302 | CashEOYAmt |
| Cash EOYFMV | $544,302 | CashEOYFMVAmt |
| Corporate Stock BOY | $719,584 | CorporateStockBOYAmt |
| Corporate Stock EOY | $939,622 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,142,614 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $230,546 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $128,471 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $130,548 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,027,261 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,612,395 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,817,464 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $23,947 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $30,247 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $23,947 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,247 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,003,314 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,582,148 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,003,314 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,582,148 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,027,261 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,612,395 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,003,314 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $491,395 | ExcessRevenueOverExpensesAmt |
| Other Increases | $102,341 | OtherIncreasesAmt |
| Subtotal | $1,597,050 | SubtotalAmt |
| Other Decreases | $14,902 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,582,148 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH 208-02554 | 2020-01-01 | 2020-12-31 | $16,696 | $25,556 | -$8,860 | -$8,860 |
| MERRILL LYNCH 208-02554 | 2020-01-01 | 2020-12-31 | $238 | $238 | $238 | |
| MERRILL LYNCH 208-02554 | 2019-01-01 | 2020-12-30 | $325,331 | $278,468 | $46,863 | $46,863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,241 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $656 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $656 | SubtotalAmt |
| Tax Based On Investment Income | $656 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,510 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,510 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $854 | OverpaymentAmt |
| Applied To ES Tax | $854 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | LYNDA MALONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152485933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 83 JOHN STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| ANNE CONLEY | ||||||||
| 2342 Shattuck Ave 886 | Berkeley | CA | 94704 | PRESIDENT, DIR, ASST SECRETARY | 40.0 | $140,000 | $0 | $0 |
| Stephen T Conley | ||||||||
| 70 Rainey Street 2504 | Austin | TX | 78701 | DIRECTOR & CHAIRMAN | 0 | $0 | $0 | $0 |
| Oren Bronstein | ||||||||
| 1605 18th Street | San Francisco | CA | 94107 | Director | 0 | $0 | $0 | $0 |
| Lynda Malone | ||||||||
| 83 John Street | San Francisco | CA | 94133 | Director, CFO, Secretary | 0 | $0 | $0 | $0 |
| Debra Amador DeLaRosa | ||||||||
| 1 DR CARLTON B GOODLETT PL | SAN FRANCISCO | CA | 94102 | Director | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,101,423 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,772 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,185,195 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,185,195 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,778 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,167,417 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,371 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,371 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $656 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $656 | TotalTaxAmt |
| Distributable Before Adj | $57,715 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $57,715 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $57,715 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $802,580 | 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 | $802,580 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $802,580 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,715 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $214,783 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $599,416 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $287,708 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $260,708 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,362,615 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $802,580 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $57,715 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $744,865 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,107,480 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,107,480 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $214,783 | ExcessFromYear4Amt |
| Excess From Year3 | $599,416 | ExcessFromYear3Amt |
| Excess From Year2 | $287,708 | ExcessFromYear2Amt |
| Excess From Year1 | $260,708 | ExcessFromYear1Amt |
| Excess From Current Year | $744,865 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN T CONLEY JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Association for Growth & Education | ||||||
| 2342 SHATTUCK AVE SUITE 886 | BERKELEY | CA | 94704 | NONE & SEC 501 (C)(3) | IN SUPPORT OF ASSOCIATION FOR GROWTH & EDUCATION | $108,265 |
| INTERNATIONAL COMMUNITY FOUNDATION | ||||||
| 2505 N AVENUE | NATIONAL CITY | CA | 91950 | NONE & SEC 501 (C)(3) | IN SUPPORT OF INTERNATIONAL COMMUNITY FOUNDATION | $244,140 |
| Bay Area Disc Association | ||||||
| 2261 MARKET STREET 4256 | SAN FRANCISCO | CA | 94114 | NONE & SEC 501 (C)(3) | IN SUPPORT OF BAY AREA DISC ASSOCIATION | $5,000 |
| El Pescadero Stupa Fund | ||||||
| 3875 CENTER AVE | SANTA BARBARA | CA | 93110 | NONE & SEC 501 (C)(3) | IN SUPPORT OF EL PESCADERO STUPA FUND | $14,914 |
| Frameline | ||||||
| 145 NINTH ST 300 | SAN FRANCISCO | CA | 94103 | NONE & SEC. 501(C)(3) | IN SUPPORT OF FRAMELINE | $20,180 |
| Glide Foundation | ||||||
| 330 ELLIS STREET | SAN FRANCISCO | CA | 94102 | NONE & SEC 501 (C)(3) | IN SUPPORT OF GLIDE | $51,735 |
| Illuminate the Arts | ||||||
| 810 5TH AVE STE 200 | SAN RAFAEL | CA | 94901 | NONE & SEC. 501(C)(3) | IN SUPPORT OF ILLUMINATE THE ARTS | $53,540 |
| Insight Gardner Program | ||||||
| 2345 WOOLSEY ST | BERKELEY | CA | 94705 | NONE & SEC 501 (C)(3) | IN SUPPORT OF INSIGHT GARDEN PROGRAM | $2,931 |
| Kids & Art foundation | ||||||
| 1443 HOWARD AVE | BURLINGAME | CA | 94010 | NONE & SEC 501 (C)(3) | IN SUPPORT OF KIDS & ART | $1,500 |
| Outwards | ||||||
| 1016 LINCOLN BLVD 316 | SAN FRANCISCO | CA | 94129 | NONE & SEC. 501(C)(3) | IN SUPPORT OF OUTWARDS | $2,500 |
| Padrino Children's Foundation | ||||||
| 302 WASHINGTON ST | SAN DIEGO | CA | 92103 | NONE & SEC 501 (C)(3) | IN SUPPORT OF PADRINO CHILDREN'S FOUNDATION | $3,500 |
| Real Option for City Kids | ||||||
| 73 LELAND AVENUE | SAN FRANCISCO | CA | 94134 | NONE & SEC 501 (C)(3) | IN SUPPORT OF REAL OPTIONS FOR CITY KIDS | $15,862 |
| SF JAPANTOWN FDN | ||||||
| 360 POST ST | SAN FRANCISCO | CA | 94108 | NONE & SEC. 501(C)(3) | IN SUPPORT OF SF JAPANTOWN FDN | $1,000 |
| Santa Cruz Montessori | ||||||
| 6230 SOQUEL DR | APTOS | CA | 95003 | NONE & SEC 501 (C)(3) | IN SUPPORT OF SANTA CRUZ MONTESSORI | $1,000 |
| Sharieff Foundation | ||||||
| 231 MARKET PL SUITE 226 | SAN RAMON | CA | 94583 | NONE & SEC 501 (C)(3) | IN SUPPORT OF SHARIEFF FOUNDATION | $30,000 |
| SIERRA SCHOOL | ||||||
| 220 BLAKE AVE | SANTA CLARA | CA | 95051 | NONE & SEC. 501(C)(3) | IN SUPPORT OF SIERRA SCHOOL | $10,971 |
| SOMA Arts Cultural Center | ||||||
| 934 BRANNAN STREET | SAN FRANCISCO | CA | 94103 | NONE & SEC 501 (C)(3) | IN SUPPORT OF SOMA ARTS | $258 |
| Sounds True Foundation | ||||||
| 1 | LOUISVILLE | CO | 80027 | NONE & SEC 501 (C)(3) | IN SUPPORT OF SOUNDS TRUE FOUNDATION | $15,609 |
| Stanford University | ||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE & SEC 501 (C)(3) | IN SUPPORT OF STANDFORD UNIVERSITY | $20,387 |
| StartOut | ||||||
| 555 MISSION ST SUITE 2414 | SAN FRANCISCO | CA | 94111 | NONE & SEC. 501(C)(3) | IN SUPPORT OF STARTOUT | $4,998 |
| Tenderloin Museum | ||||||
| 398 EDDY ST | SAN FRANCISCO | CA | 94102 | NONE & SEC 501 (C)(3) | IN SUPPORT OF TENDERLOIN MUSEUM | $5,000 |
| Tides Foundation | ||||||
| 1012 TORNEY AVE | SAN FRANCISCO | CA | 941291755 | NONE & SEC 501 (C)(3) | IN SUPPORT OF TIDES FOUNDATION | $250 |
| TNDC | ||||||
| 201 EDDY STREET | SAN FRANCISCO | CA | 94102 | NONE & SEC 501 (C)(3) | IN SUPPORT OF TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORP | $10,079 |
| UCSF | ||||||
| 505 PARNASSUS AVE | SAN FRANCISCO | CA | 94143 | NONE & SEC 501 (C)(3) | IN SUPPORT OF UCSF | $10,539 |
| Youth Speaks | ||||||
| 1663 MISSION ST | SAN FRANCISCO | CA | 94103 | NONE & SEC. 501(C)(3) | IN SUPPORT OF YOUTH SPEAKS | $25,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $660,115 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,189 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,241 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $63,430 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,430 | 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 | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Stephen T Conley Jr | |||||||
| 1 | c/o Anne Conley 2342 Shattuck Ave | Berkeley | CA | 94704 | $245,408 | Yes (X) | Yes (X) |
| STEPHEN CONLEY JR | |||||||
| 2 | c/o Anne Conley 2342 Shattuck Ave | Berkeley | CA | 94704 | $1,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SECURITIES ON NYSE | NoncashPropertyDesc |
| Fair Market Value | $245,408 | FairMarketValueAmt |
Depreciation Schedule DepreciationSchedule
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS FMV OVER COST ON CONTRIBUTED PROP | Desc |
| Amt | $14,902 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,250 | $125 | $1,125 |
| BANK FEE | $180 | $180 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $102,341 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen T Conley Jr | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Anne Conley 2342 Shattuck Ave | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
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