BETA

FIVE ARTS FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FIVE ARTS FOUNDATION (EIN 81-6644155)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202123159349104302
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)
Return2021-11-11T20:13:58-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BUSH STREET STE 1800AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941044425ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN816644155EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FIVE ARTS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% HELEN BERGGRUENInCareOfNm
Business Name ControlFIVEBusinessNameControlTxt
Phone4156471340PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 460908AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94146ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHELEN BERGGRUENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4156471340PhoneNum
Signature2021-05-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHELENPersonFirstNm
Person LastBERGGRUENPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADRIANA LEWISPreparerPersonNm
PTINP00877524PTIN
Phone4153977900PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$66,748FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$168,722ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$14InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$0DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$168,722GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$97,285CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$168,736TotalRevAndExpnssAmt
Total Net Invst Incm$97,299TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$11,825AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,912AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$5,913AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$270OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$120OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$150OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$85TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$85TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,103OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$4,103OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,283TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,032TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,251TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$196,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$196,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$213,033TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,032TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$207,001TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$44,297ExcessRevenueOverExpensesAmt
Net Investment Income$91,267NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$99,587CashBOYAmt
Cash EOY$61,790CashEOYAmt
Cash EOYFMV$61,790CashEOYFMVAmt
Other Assets BOY$5,458OtherAssetsBOYAmt
Other Assets EOY$4,958OtherAssetsEOYAmt
Other Assets EOYFMV$4,958OtherAssetsEOYFMVAmt
Total Assets BOY$105,045TotalAssetsBOYAmt
Total Assets EOY$66,748TotalAssetsEOYAmt
Total Assets EOYFMV$66,748TotalAssetsEOYFMVAmt
Grants Payable BOY$0GrantsPayableBOYAmt
Grants Payable EOY$6,000GrantsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$105,045RetainedEarningBOYAmt
Retained Earning EOY$60,748RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$105,045TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$60,748TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$105,045TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$66,748TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$105,045TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$44,297ExcessRevenueOverExpensesAmt
Subtotal$60,748SubtotalAmt
Tot Net Ast Or Fund Balances EOY$60,748TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
130 SHS ANSYS INC COMP2017-06-292020-11-10$41,880$15,676$26,204$26,204
254 SHS DANAHER CORP DEL COMP2017-03-242020-11-10$57,797$21,880$35,917$35,917
500 SHS LENNAR CORP CL AP2019-01-072020-11-10$37,109$21,221$15,888$15,888
125 SHS TAIWAN S MANUFACTURING ADRP2015-02-272020-11-10$10,961$3,082$7,879$7,879
22 SHS ASML HOLDING N.V ORD SHP2018-12-272020-11-10$8,687$3,376$5,311$5,311
25 SHS KEYENCE CORP 6861 FNP2018-12-252020-11-10$12,288$6,202$6,086$6,086
FieldValueIRS element (for citing)
Capital Gain Net Income$97,285CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,269InvestmentIncomeExciseTaxAmt
Subtotal$1,269SubtotalAmt
Tax Based On Investment Income$1,269TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,955EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,955TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$1,686OverpaymentAmt
Applied To ES Tax$1,686AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1HELEN BERGGRUENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4156471340PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 460908AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94146ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HELEN BERGGRUEN
PO BOX 460908SAN FRANCISOCA94146TRUSTEE1.0$0$0$0
HILARY RAND
PO BOX 460908SAN FRANCISOCA94146TRUSTEE1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ACTIVITIES OF THE FOUNDATION ARE LIMITED TO GRANT MAKING.Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,386AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$63,878AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$65,264TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$65,264AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$979CashDeemedCharitableAmt
Net Vl Noncharitable Assets$64,285NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,214MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,214MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,269TaxBasedOnInvestmentIncomeAmt
Total Tax$1,269TotalTaxAmt
Distributable Before Adj$1,945DistributableBeforeAdjAmt
Distributable Before Ded$1,945DistributableBeforeDedAmt
Distributable As Adjusted$1,945DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$207,001ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$207,001QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$207,001AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,945DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr3$199,367ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$311,457ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$294,693ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$805,517TotalExcessDistributionCyovAmt
Qualifying Distributions$207,001QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,945AppliedToCurrentYearAmt
Remaining Distri From Corpus$205,056RemainingDistriFromCorpusAmt
Total Corpus$1,010,573TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,010,573ExcessDistriCyovToNextYrAmt
Excess From Year3$199,367ExcessFromYear3Amt
Excess From Year2$311,457ExcessFromYear2Amt
Excess From Year1$294,693ExcessFromYear1Amt
Excess From Current Year$205,056ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHELEN BERGGRUENContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
SAN FRANCISCO OPERA
301 VAN NESS AVENUESAN FRANCISCOCA94102NONE & 501(c)(3)IN SUPPORT OF SAN FRANCISCO OPERA$100,000
THE METROPOLITAN OPERA
30 LINCOLN CENTERNEW YORKNY10023NONE & 501(c)(3)IN SUPPORT OF THE METROPOLITAN OPERA$17,350
WEST EDGE OPERA
1700 SHATTUCK AVENUE 312BERKELEYCA94709NONE & 501(c)(3)IN SUPPORT OF WEST EDGE OPERA$2,000
CARNEGIE HALL
881 SEVENTH AVENUENEW YORKNY10019NONE & 501(c)(3)IN SUPPORT OF CARNEGIE HALL$500
SAN FRANCISCO SYMPHONY
201 VAN NESS AVENUESAN FRANCISCOCA94102NONE & 501(c)(3)IN SUPPORT OF SAN FRANCISCO SYMPHONY$2,500
SIERRA CLUB
2101 Webster St Suite 1300OAKLANDCA94612NONE & 501(c)(3)IN SUPPORT OF SIERRA CLUB$400
GOLDEN GATE NATIONAL PARK
201 FORT MASONSAN FRANCISCOCA94123NONE & 501(c)(3)IN SUPPORT OF GOLDEN GATE NATIONAL PARK$1,000
NAPA VALLEY COMMUNITY FOUNDATION
3299 CLAREMONT WAY SUITE 2NAPACA94558NONE & 501(c)(3)IN SUPPORT OF NAPA VALLEY COMMUNITY FOUNDATION$40,000
SAN FRANCISCO FOUNDATION
ONE EMBARCADERO CENTER SUITE 1400SAN FRANCISCOCA94111NONE & 501(c)(3)IN SUPPORT OF SAN FRANCISCO FOUNDATION$25,000
MEROLA OPERA PROGRAM
601 VAN NESS AVENUE SUITE SSAN FRANCISCOCA94102NONE & 501(c)(3)IN SUPPORT OF MEROLA OPERA PROGRAM$2,000
THE SANTA FE OPERA
301 Opera DriveSANTA FENM87506NONE & 501(c)(3)IN SUPPORT OF SANTA FE OPERA.$1,000
SAN FRANCISCO PERFORMANCES
500 SUTTER STREETSAN FRANCISCOCA94102NONE & 501(c)(3)IN SUPPORT OF SAN FRANCISCO PERFORMANCES.$2,000SUITE 710
FINE ARTS MUSEUMS OF SAN FRANCISCO
50 HAGIWARA TEA GARDEN DRIVESAN FRANCISCOCA94118NONE & 501(c)(3)IN SUPPORT OF FINE ARTS MUSEUMS OF SAN FRANCISCO$2,500
OJAI VALLY SCHOOL
723 EL PASEO ROADOJAICA93023NONE & 501(c)(3)IN SUPPORT OF OJAI VALLY SCHOOL$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$196,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$14ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (6 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
HELEN BERGGUEN
1PO BOX 460908SAN FRANCISCOCA94146$41,880Yes (X)
HELEN BERGGUEN
2PO BOX 460908SAN FRANCISCOCA94146$57,797Yes (X)
HELEN BERGGUEN
3PO BOX 460908SAN FRANCISCOCA94146$37,109Yes (X)
HELEN BERGGUEN
4PO BOX 460908SAN FRANCISCOCA94146$10,961Yes (X)
HELEN BERGGUEN
5PO BOX 460908SAN FRANCISCOCA94146$8,687Yes (X)
HELEN BERGGUEN
6PO BOX 460908SAN FRANCISCOCA94146$12,288Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1130 SHS ANSYS INC COM$41,8792020-11-10
2254 SHS DANAHER CORP DEL COM$57,7972020-11-10
3500 SHS LENNAR CORP CL A$37,1092020-11-10
4125 SHS TAIWAN S MANUFACTURING ADR$10,9612020-11-10
522 SHS ASML HOLDING N.V ORD SH$8,6872020-11-10
625 SHS KEYENCE CORP 6861 FN$12,2882020-11-10

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$11,825Amt
Net Investment Income$5,912NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,913DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDEPOSITDesc
BOY Book Value$5,458BOYBookValueAmt
EOY Book Value$4,958EOYBookValueAmt
EOYFMV$4,958EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONTRACTORS$2,800$2,800
EQUIPMENT AND SUPPLIES$222$222
INSURANCE$941$941
WEBSITE$140$140

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
ANNUAL FOUNDATION SERVICE FEE$150$150
TRADING FEES$120$0$120

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonHELEN BERGGUENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 460908AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94146ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FRANCHISE TAX$10$10
ATTORNEY GENERAL ANNUAL REGIST$75$75

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