JA COMMUNITY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JA COMMUNITY FOUNDATION (EIN 47-5147963)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-27
IRS object ID
202121179349102802
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-27T16:50:16-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261367143PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NAVOLIO & TALLMAN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 MISSION ST STE 650AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475147963EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JA COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJACOBusinessNameControlTxt
Phone8004006633PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1180 GRAND AVENUE NO 1530AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN DIVIZICHPersonNm
Person TitleCHIEF EXECUTIVEPersonTitleTxt
Phone8004006633PhoneNum
Signature2021-04-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHENPersonFirstNm
Person LastDIVIZICHPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY MESSERSCHMIDTPreparerPersonNm
PTINP01345672PTIN
Phone4159561750PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,819,611FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$50,581DividendsRevAndExpnssAmt
Dividends Net Invst Incm$50,581DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$150,477NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$798,141GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$150,477CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$202,058TotalRevAndExpnssAmt
Total Net Invst Incm$201,058TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$7,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$750CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$6,750CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$7,839LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$784LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$7,055LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$315AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,835AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,214OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,121OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$10,093OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,517TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$27,843OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$18,248OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$9,585OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$59,063TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,218TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$36,318TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$361,032ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$361,032ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$420,095TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,218TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$397,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$218,037ExcessRevenueOverExpensesAmt
Net Investment Income$179,840NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$26,989CashBOYAmt
Cash EOY$226,627CashEOYAmt
Cash EOYFMV$226,627CashEOYFMVAmt
Sav And Temp Cash Invst BOY$189,367SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$101,026SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$101,026SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,510,759CorporateStockBOYAmt
Corporate Stock EOY$1,159,695CorporateStockEOYAmt
Corporate Stock EOYFMV$1,501,056CorporateStockEOYFMVAmt
Corporate Bonds BOY$928,607CorporateBondsBOYAmt
Corporate Bonds EOY$950,855CorporateBondsEOYAmt
Corporate Bonds EOYFMV$990,702CorporateBondsEOYFMVAmt
Other Assets BOY$718OtherAssetsBOYAmt
Other Assets EOY$200OtherAssetsEOYAmt
Other Assets EOYFMV$200OtherAssetsEOYFMVAmt
Total Assets BOY$2,656,440TotalAssetsBOYAmt
Total Assets EOY$2,438,403TotalAssetsEOYAmt
Total Assets EOYFMV$2,819,611TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,656,440RetainedEarningBOYAmt
Retained Earning EOY$2,438,403RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,656,440TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,438,403TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,656,440TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,438,403TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,656,440TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$218,037ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,438,403SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,438,403TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
UNION BANK #0740P$9,262$9,262$9,262
UNION BANK #0740P$788,879$141,215$141,215$647,664
FieldValueIRS element (for citing)
Capital Gain Net Income$150,477CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,500InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,500SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,500TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$200TotalPaymentsAndCreditsAmt
Es Penalty$27EsPenaltyAmt
Tax Due$2,327TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJA HEALTH BENEFITS TRUSTIndividualWithBooksNm
Phone8004006633PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1180 GRAND AVENUE NO 1530AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DR LEROY MORISHITA
180 GRAND AVENUE NO 1530OAKLANDCA94612PRESIDENT & DIRECTOR0.50$0$0$0
DOUG URATA
180 GRAND AVENUE NO 1530OAKLANDCA94612VICE-PRESIDENT & DIRECTOR2.00$1,250$0$0
CAROL NISHITA
180 GRAND AVENUE NO 1530OAKLANDCA94612SECRETARY & DIRECTOR2.00$1,250$0$0
JAMES OSHIMA
180 GRAND AVENUE NO 1530OAKLANDCA94612TREASURER & DIRECTOR1.00$1,250$0$0
KEVIN NAGATA
180 GRAND AVENUE NO 1530OAKLANDCA94612DIRECTOR2.00$1,250$0$0
EDWARD ODA
180 GRAND AVENUE NO 1530OAKLANDCA94612DIRECTOR2.00$1,250$0$0
SHIG NAITO
180 GRAND AVENUE NO 1530OAKLANDCA94612DIRECTOR0.50$0$0$0
KIKUO NAKAHARA
180 GRAND AVENUE NO 1530OAKLANDCA94612DIRECTOR0.50$0$0$0
CAROLE YAMAKOSHI
180 GRAND AVENUE NO 1530OAKLANDCA94612DIRECTOR2.00$1,250$0$0
STEPHEN DIVIZICH
180 GRAND AVENUE NO 1530OAKLANDCA94612CHIEF EXECUTIVE20.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,522,369AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$164,500AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,686,869TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,686,869AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,303CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,646,566NetVlNoncharitableAssetsAmt
Minimum Investment Return$132,328MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$132,328MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,500TaxBasedOnInvestmentIncomeAmt
Total Tax$2,500TotalTaxAmt
Distributable Before Adj$129,828DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$129,828DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$129,828DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$397,350ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$397,350QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$397,350AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$129,828DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$262,093ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$414,810ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$676,903TotalExcessDistributionCyovAmt
Qualifying Distributions$397,350QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$129,828AppliedToCurrentYearAmt
Remaining Distri From Corpus$267,522RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$944,425TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$944,425ExcessDistriCyovToNextYrAmt
Excess From Year2$262,093ExcessFromYear2Amt
Excess From Year1$414,810ExcessFromYear1Amt
Excess From Current Year$267,522ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
EAST SAN GABRIEL VALLEY JAPANESE COMMUNITY CENTER
1203 W PUENTE AVENUEWEST COVINACA91790501(C)(3)COMMUNITY OUTREACH$22,500
EDEN TOWNSHIP JAPANESE COMMUNITY CENTER
710 ELGIN STREETSAN LORENZOCA94580501(C)(3)COMMUNITY OUTREACH$14,900
GO FOR BROKE NATIONAL EDUCATION CENTER
355 E FIRST STREET SUITE 200LOS ANGELESCA90012501(C)(3)COMMUNITY OUTREACH$10,000
J-SEI INC
1285 66TH STREETEMERYVILLECA94608501(C)(3)COMMUNITY OUTREACH$22,500
JAPANESE AMERICAN CITIZENS LEAGUE
1765 SUTTER STREETSAN FRANCISCOCA94115501(C)(3)COMMUNITY OUTREACH$5,000
JAPANESE AMERICAN MUSEUM OF SAN JOSE
535 N 5TH STREETSAN JOSECA95112501(C)(3)COMMUNITY OUTREACH$3,000
KIMOCHI INC
1715 BUCHANAN STREETSAN FRANCISCOCA94115501(C)(3)COMMUNITY OUTREACH$22,500
MEALS ON WHEELS BY ACC
7375 PARK CITY DRIVESACRAMENTOCA95831501(C)(3)COMMUNITY OUTREACH$10,900
NATIONAL JAPANESE AMERICAN HISTORICAL SOCIETY
1684 POST STREETSAN FRANCISCOCA94115501(C)(3)COMMUNITY OUTREACH$20,000
SAN DIEGO CHAPTER JACL
2317 MICA ROADCARLSBADCA92009501(C)(3)COMMUNITY OUTREACH$25,000
TANFORAN ASSEMBLY CENTER MEMORIAL COMMITTEE
916 PERALTA AVEALBANYCA94706501(C)(3)COMMUNITY OUTREACH$25,000
YU-AI KAI
588 N 4TH STREETSAN JOSECA95112501(C)(3)COMMUNITY OUTREACH$17,500
ACC SENIOR SERVICES
7334 PARK CITY DRIVESACRAMENTOCA95831501(C)(3)COMMUNITY OUTREACH$2,460
BUCHANAN YMCA
1530 BUCHANAN STREETSAN FRANCISCOCA94115501(C)(3)COMMUNITY OUTREACH$13,350
CENTRAL CALIFORNIA NIKKEI FOUNDATION
540 S PEACH AVEFRESNOCA93727501(C)(3)COMMUNITY OUTREACH$22,500
KIZUNA LITTLE TOKYO INC
244 S SAN PEDRO ST SUITE 504LOS ANGELESCA90012501(C)(3)COMMUNITY OUTREACH$8,959
LONG BEACH JAPANESE CULTURAL CENTER
1766 SEABRIGHT AVENUELONG BEACHCA90813501(C)(3)COMMUNITY OUTREACH$20,040
LTSC COMMUNITY DEVELOPMENT CORPORATION
231 E 3RD ST SUITE G106LOS ANGELESCA90013501(C)(3)COMMUNITY OUTREACH$42,500
NIKKEI BASKETBALL HERITAGE ASSOCIATION
255 EAST SANTA CLARA STREET SUITEARCADIACA91006501(C)(3)COMMUNITY OUTREACH$5,000240
NIKKEI HERITAGE ASSOCIATION OF WASHINGTON
1414 S WELLER STREETSEATTLEWA98144501(C)(3)COMMUNITY OUTREACH$10,000
PALO ALTO PLAYERS
1305 MIDDLEFIELD RDPALO ALTOCA94301501(C)(3)COMMUNITY OUTREACH$10,000
SAKURA KAI
PO BOX 1856EL CERRITOCA94530501(C)(3)COMMUNITY OUTREACH$4,923
SAN FERNANDO VALLEY JA COMMUNITY CENTER
12953 BRANFORD STREETPACOIMACA91331501(C)(3)COMMUNITY OUTREACH$7,500
VETERANS MEMORIAL COURT ALLIANCE
1055 WILSHIRE BLVD SUITE 1890LOS ANGELESCA90017501(C)(3)COMMUNITY OUTREACH$10,000
JAPANESE COMMUNITY PIONEER CENTER
244 SAN PEDRO STREET SUITE 301LOS ANGELESCA90012501(C)(3)COMMUNITY OUTREACH$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$361,032TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50,581ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$150,477ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$201,058ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$201,058TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,150Amt
Net Investment Income$315NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,835DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$950,855EOYBookValueAmt
EOYFMV$990,702EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$1,159,695EOYBookValueAmt
EOYFMV$1,501,056EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$7,839LegalFeesAmt
Net Investment Income$784NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,055DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDEPOSITS - FEDERAL TAXDesc
BOY Book Value$718BOYBookValueAmt
EOY Book Value$200EOYBookValueAmt
EOYFMV$200EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISOR FEES$17,183$17,183$0
OPERATIONS EXPENSE$10,600$1,060$9,540
BUSINESS REGISTRATION FEE$50$5$45
PENALTIES$10$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONTRACT SERVICESCategoryTxt
Amt$11,214Amt
Net Investment Income$1,121NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,093DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$1,507$0$0
FRANCHISE TAX$10$0$0

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