CHARLES A BECKER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES A BECKER FOUNDATION (EIN 33-0758379)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-14
- IRS object ID
- 202121349349102487
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T13:19:02-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371420474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fontanello Duffield & Otake LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 Montgomery Street Suite 1305 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | 330758379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Charles A Becker Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 6506784550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Rollins Rd Suite 101 | AddressLine1Txt |
| City | Millbrae | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G Eric Pleschner | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-05-14 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | G Eric | PersonFirstNm |
| Person Last | Pleschner | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Fontanello | PreparerPersonNm |
| PTIN | P01471027 | PTIN |
| Phone | 4159830200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $1,563,809 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,451 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $746 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $187,760 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $746 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $75 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $28,273 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,198 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $73,440 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $73,440 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $21,150 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $21,150 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,910 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,910 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $919 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,013 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $887 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,126 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $108,432 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $887 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $106,626 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $194,870 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $194,870 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $303,302 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $887 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $301,496 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$275,029 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,311 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $25,592 | CashEOYAmt |
| Cash EOYFMV | $25,592 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $187,619 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,822 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,822 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $22,583 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,050 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,050 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,150,247 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,222,882 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,222,882 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $29,434 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,171 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,171 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $188,443 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $235,292 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $235,292 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,197 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,197 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,578,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,563,809 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,563,809 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,188 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,188 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,577,138 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,577,138 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,563,809 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,578,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,563,809 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,577,138 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$275,029 | ExcessRevenueOverExpensesAmt |
| Other Increases | $261,700 | OtherIncreasesAmt |
| Subtotal | $1,563,809 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,563,809 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Sales of Publicly Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2012-12-12 | AcquiredDt |
| Sold | 2020-12-12 | SoldDt |
| Gross Sales Price | $187,760 | GrossSalesPriceAmt |
| Cost Or Other Basis | $187,014 | CostOrOtherBasisAmt |
| Gain Or Loss | $746 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $746 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $746 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $380 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $380 | SubtotalAmt |
| Tax Based On Investment Income | $380 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $320 | OverpaymentAmt |
| Applied To ES Tax | $320 | 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 | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G Eric Pleschner | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6506784550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Rollins Rd Suite 101 | AddressLine1Txt |
| City | Millbrae | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94030 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| G Eric Pleschner | |||||||
| 10 Rollins Rd Suite 101 | Millbrae | CA | 94030 | President | 30.00 | $65,000 | $8,440 |
| Basil Chidi | |||||||
| 10 Rollins Rd Suite 101 | Millbrae | CA | 94030 | Secretary | 1.50 | $0 | |
| Dan Ela | |||||||
| 10 Rollins Rd Suite 101 | Millbrae | CA | 94030 | Director | 1.00 | $0 | |
| Chip Rich | |||||||
| 10 Rollins Rd Suite 101 | Millbrae | CA | 94030 | Treasurer | 1.50 | $0 | |
| Diane Steele | |||||||
| 10 Rollins Rd Suite 101 | Millbrae | CA | 94030 | Director | 1.00 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,331,048 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,706 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,442,754 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,442,754 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,641 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,421,113 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,056 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,056 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $380 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $380 | TotalTaxAmt |
| Distributable Before Adj | $70,676 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $70,676 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $70,676 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $301,496 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $301,496 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $301,496 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,676 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $102,889 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $68,365 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $200,356 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $120,716 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $492,326 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $301,496 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,676 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $230,820 | RemainingDistriFromCorpusAmt |
| Total Corpus | $723,146 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $723,146 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $102,889 | ExcessFromYear4Amt |
| Excess From Year3 | $68,365 | ExcessFromYear3Amt |
| Excess From Year2 | $200,356 | ExcessFromYear2Amt |
| Excess From Year1 | $120,716 | ExcessFromYear1Amt |
| Excess From Current Year | $230,820 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YMCA of San Francisco | |||||||
| 50 California Street 650 | San Francisco | CA | 94111 | N/A | PC | General Support | $50,000 |
| Ocean Shore School PTO | |||||||
| 411 Oceana Blvd | Pacifica | CA | 94044 | N/A | PC | General Support | $15,000 |
| San Jose State University | |||||||
| 1 Washington Sq | San Jose | CA | 95192 | N/A | PC | General Support | $12,500 |
| San Francisco Museum of Modern Art | |||||||
| 151 3rd Street | San Francisco | CA | 94103 | N/A | PC | General Support | $120 |
| Voice of Witness | |||||||
| 849 Valencia St | San Francisco | CA | 94110 | N/A | PC | General Support | $46,000 |
| 100 Cameras | |||||||
| 601 W 26th Street 325-211 | New York | NY | 10001 | N/A | PC | General Support | $65,250 |
| Institute for Nonprofit News | |||||||
| 714 W Olympic Blvd 929 | Los Angeles | CA | 90015 | N/A | PC | General Support | $1,000 |
| NetArts-Oceanside Fire Rescue | |||||||
| PO Box 219 | Netarts | OR | 97143 | N/A | PC | General Support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $194,870 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,451 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $746 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Revenue | Desc |
| Related Or Exempt Function Incm | $75 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,198 | ExclusionAmt |
| Related Or Exempt Function Incm | $75 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,273 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11a | LineNumberTxt |
| Relationship Statement | Other Revenue | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting & Tax Prep Fees | CategoryTxt |
| Amt | $4,910 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,910 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Citigroup Inc, 4.500% 1/14/22 | BondNm |
| EOY Book Value | $4,171 | EOYBookValueAmt |
| EOYFMV | $4,171 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Amgen Inc, 700 Sh | $160,944 | $160,944 |
| Apple Inc, 2,900 Sh | $384,801 | $384,801 |
| Cisco Systems Inc, 11 Sh | $495 | $495 |
| Intel Corp, 1,700 Sh | $84,694 | $84,694 |
| Johnson & Johnson Co, 850 Sh | $133,773 | $133,773 |
| Microsoft Corp, 1,700 Sh | $378,114 | $378,114 |
| Phillips 66 Co, 150 Sh | $10,491 | $10,491 |
| Procter & Gamble Co, 500 Sh | $69,570 | $69,570 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,050 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,050 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Vanguard Dividend ETF, 1000 Sh | FMV | $141,170 | $141,170 |
| Invesco QQQ, 300 Sh | FMV | $94,122 | $94,122 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| Furniture and Fixtures | $152 | $152 |
| Machinery and Equipment | $2,045 | $2,045 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Fees | $887 | $887 | |
| Filing Fees | $35 | $35 | |
| Office Supplies & Expenses | $994 | $994 | |
| Other Expenses | $5,820 | $5,820 | |
| Payroll Processing Fees | $277 | $277 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Revenue | Desc |
| Revenue And Expenses Per Books | $75 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax on Investments | CategoryTxt |
| Amt | $919 | Amt |
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