LAFETRA FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LAFETRA FOUNDATION (EIN 95-4380652)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-18
- IRS object ID
- 202040789349100604
- Schema version
- 2019v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-18T10:37:33-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953734932 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DeMirjyn & Davis Accountancy Corporation | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Financial Way Ste 101 | AddressLine1Txt |
| City | Glendora | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91741 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954380652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAFETRA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAFE | BusinessNameControlTxt |
| Phone | 6269637311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 EUCLID AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94709 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE LA FETRA COLLIER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY DAVIS | PreparerPersonNm |
| PTIN | P00015806 | PTIN |
| Phone | 6269637311 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $32,799,308 | 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 | $705,528 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $790,759 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $790,759 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $790,759 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,907,539 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,932,291 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,907,539 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,403,826 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,698,298 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $790,759 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $10,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,386 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,386 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $107,196 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $107,196 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $160 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $146,842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $146,682 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,260 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,260,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,260,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,406,842 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $146,682 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,270,260 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,996,984 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,551,616 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $790,759 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $415,922 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,682,020 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,682,020 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,184,523 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,915,409 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,117,288 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $21,600,445 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,597,429 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,799,308 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $21,600,445 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,597,429 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,600,445 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,597,429 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,600,445 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,597,429 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,600,445 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,996,984 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,597,429 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,597,429 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 26881.72 SFLNX | P | 2011-08-09 | 2019-12-19 | $500,000 | $275,713 | $224,287 | $224,287 |
| 28058.361 SFLNX | P | 2011-08-09 | 2019-12-27 | $500,000 | $293,792 | $206,208 | $206,208 |
| 30609.455 VFTSX | P | 2007-01-04 | 2019-03-05 | $568,062 | $283,760 | $284,302 | $284,302 |
| 122437.822 VFTSX | P | 2001-01-01 | 2019-06-17 | $2,364,229 | $1,171,487 | $1,192,742 | $1,192,742 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,907,539 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,179,460 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,706,771 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04416 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $962,080 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,177,563 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03979 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $916,831 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,614,243 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04674 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $828,556 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,111,459 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04575 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $759,495 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,055,256 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04453 | DistributionYr5Rt |
| Total Distribution | 0.220977 | TotalDistributionRt |
| Average Distribution | 0.044195 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,545,330 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,305,756 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25,516 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,331,272 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,270,260 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,032 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $51,032 | SubtotalAmt |
| Tax Based On Investment Income | $51,032 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $60,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $8,968 | OverpaymentAmt |
| Applied To ES Tax | $8,968 | 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 | SUZANNE LA FETRA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6269637311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 EUCLID AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94709 | 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SUZANNE LA FETRA COLLIER | ||||||
| 1600 EUCLID AVENUE | BERKELEY | CA | 94709 | President | 0.00 | $0 |
| ANTHONY LA FETRA | ||||||
| 1000 W SIERRA MADRE AVENUE | AZUSA | CA | 91702 | CFO | 0.00 | $0 |
| MICHAEL W LA FETRA | ||||||
| 645 TUALLITAN ROAD | LOS ANGELES | CA | 90049 | Director | 0.00 | $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 | $29,008,036 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $987,223 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,995,259 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $29,995,259 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $449,929 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,545,330 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,477,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,477,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,032 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,032 | TotalTaxAmt |
| Distributable Before Adj | $1,426,235 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,426,235 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,426,235 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,270,260 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,270,260 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,270,260 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,426,235 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,254,390 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,270,260 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,254,390 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,870 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,410,365 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE LOS ANGELES CONSERVANCY | |||||||
| 523 W 6TH STREET SUITE 1216 | LOS ANGELES | CA | 90014 | NONE | EXEMPT | SUPPORT OF PUBLIC CHAIRTY | $84,000 |
| WOMEN MAKE MOVIES | |||||||
| 462 BROADWAY SUITE 500WS | NEW YORK | NY | 10013 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $20,000 |
| THE BERKELEY SCHOOL | |||||||
| 1310 UNIVERSITY AVENUE | BERKELEY | CA | 94702 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $125,000 |
| THE UNIVERSITY OF LA VERNE | |||||||
| 1950 THIRD STREET | LA VERNE | CA | 91750 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $400,000 |
| AMERICAN FILM INSTITUTE | |||||||
| 2021 N WESTERN AVE | LOS ANGELES | CA | 90027 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $25,000 |
| CENTER FOR BIOLOGICAL DIVERSITY | |||||||
| PO BOX 710 | TUSCON | AZ | 85702 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $84,000 |
| NEST FOUNDATION | |||||||
| 5482 WILSHIRE BLFD 147 | LOS ANGELES | CA | 90036 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $25,000 |
| POLAR BEARS INTERNATIONAL | |||||||
| PO BOX 3008 | BOZEMAN | MT | 59772 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $84,000 |
| CENTER FOR INVESTIGATIVE REPORTING | |||||||
| 1400 65TH ST SUITE 200 | EMERYVILLE | CA | 94608 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $50,000 |
| CHICKEN AND EGG PICTURES | |||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $50,000 |
| FAIRWARNING | |||||||
| 17514 VENTRUA BLVD SUITE 103 | ENCINO | CA | 91316 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $25,000 |
| CALIFORNIA NATIVE PLANT SOCIETY | |||||||
| 2707 K STREET SUITE 1 | SACRAMENTO | CA | 95816 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $50,000 |
| FOR THE FISHES | |||||||
| PO BOX 1894 | KIHEL | HI | 96753 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $84,000 |
| BERKELEY REPERTORY THEATRE | |||||||
| 999 HARRISON ST | BERKELEY | CA | 94710 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $75,000 |
| OCEANA | |||||||
| 1350 CONNECTICUT AVE NW 5TH FLOOR | WASHINGTON | DC | 20036 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $59,000 |
| THEODORE PAYNE FOUNDATION | |||||||
| 10459 TUXFORD ST | SUN VALLEY | CA | 91352 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,260,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $790,759 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,907,539 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $790,759 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,907,539 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,698,298 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SUZANNE LA FETRA COLLIER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 EUCLID AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,004,120 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 52,000 SHARES VFTNX - VANGUARD FTSE SOCIAL INDEX INSTL | NoncashPropertyDesc |
| Fair Market Value | $1,004,120 | FairMarketValueAmt |
| Received | 2019-06-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREP | CategoryTxt |
| Amt | $10,100 | Amt |
| Net Investment Income | $10,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,100 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $160 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $160 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $29,386 | Amt |
| Net Investment Income | $29,386 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $107,196 | Amt |
| Net Investment Income | $107,196 | NetInvestmentIncomeAmt |