BETA

THE BINKLEY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE BINKLEY FOUNDATION (EIN 68-0233907)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-08
IRS object ID
202001909349101535
Schema version
2019v5.1
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)
Return2020-07-08T18:11:17-04:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN942973613PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Complete FinancialBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1459 Fulton Street Suite 203AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680233907EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Binkley FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBINKBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1610 Harbor StreetAddressLine1Txt
CityVeniceCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90291ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCharles MitchellPersonNm
Person TitleTreasurer CFOPersonTitleTxt
Phone9256390835PhoneNum
Signature2020-05-13SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonErik Hsieh EAPreparerPersonNm
PTINP00331152PTIN
Phone4152028555PhoneNum
Preparation2020-07-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address76.126.137.31IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-08IPDt
IP Tm18:12:50IPTm
Federal Original Submission Id94516120201905aifmflFederalOriginalSubmissionId
Federal Original Submission Id2020-07-08FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id50199BE538C193F710EC25C6A077C32D6CE1318FAtSubmissionCreationDeviceId
At Submission Filing Device Id50199BE538C193F710EC25C6A077C32D6CE1318FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$443,363FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Net Gain Sale Ast Rev And Expnss$6,940NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$350,766GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,940CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$55NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$6,940TotalRevAndExpnssAmt
Total Net Invst Incm$6,940TotalNetInvstIncmAmt
Total Adj Net Incm$55TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$710AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$720TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$720TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,220ExcessRevenueOverExpensesAmt
Net Investment Income$6,940NetInvestmentIncomeAmt
Adjusted Net Income$55AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,416CashBOYAmt
Cash EOY$2,201CashEOYAmt
Cash EOYFMV$2,201CashEOYFMVAmt
Corporate Stock BOY$420,525CorporateStockBOYAmt
Corporate Stock EOY$441,162CorporateStockEOYAmt
Corporate Stock EOYFMV$441,162CorporateStockEOYFMVAmt
Total Assets BOY$421,941TotalAssetsBOYAmt
Total Assets EOY$443,363TotalAssetsEOYAmt
Total Assets EOYFMV$443,363TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$421,941NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$443,363NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$421,941TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$443,363TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$421,941TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$443,363TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$421,941TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,220ExcessRevenueOverExpensesAmt
Other Increases$15,202OtherIncreasesAmt
Subtotal$443,363SubtotalAmt
Tot Net Ast Or Fund Balances EOY$443,363TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CS-0692 Short Term CoveredP2018-11-292019-06-05$223,007$222,952$55$55
CS-0692 Long Term CoveredP2016-11-162019-09-05$126,514$119,611$6,903$6,903
CS-0692 Long Term Non CoveredP2011-10-202019-05-10$1,245$1,263-$18-$18
FieldValueIRS element (for citing)
Capital Gain Net Income$6,940CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$55NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Net Vl Noncharitable Assets Yr1$437,595NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.0DistributionYr1Rt
Total Distribution0.0TotalDistributionRt
Average Distribution0.0AverageDistributionRt
Net Vl Noncharitable Assets$437,291NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$69NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$69AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$139InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$139SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$139TaxBasedOnInvestmentIncomeAmt
Tax Due$139TaxDueAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsfalseAtLeast5000InAssetsInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksCharles MitchellIndividualWithBooksNm
Phone9256390835PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1610 Harbor StreetAddressLine1Txt
CityVeniceCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90291ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

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
Charles Mitchell
610 Harbor StreetVeniceCA90291Treasurer CFO0.00$0$0$0
Terry Anne Binkley
2601 Ridge RdBerkeleyCA94709CEO0.00$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$442,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,950AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$443,950TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$443,950AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,659CashDeemedCharitableAmt
Net Vl Noncharitable Assets$437,291NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,865MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,865MinimumInvestmentReturnAmt
Tax Based On Investment Income$139TaxBasedOnInvestmentIncomeAmt
Total Tax$139TotalTaxAmt
Distributable Before Adj$21,726DistributableBeforeAdjAmt
Distributable Before Ded$21,726DistributableBeforeDedAmt
Distributable As Adjusted$21,726DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,726DistributableAsAdjustedAmt
Undistributed Income CY$21,726UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonVascular CuresRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1274 Redwood Shores Parkway Ste 717AddressLine1Txt
CityRedwood CityCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94065ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeChritableGrantOrContributionPurposeTxt
Amt$15,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,940RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,940RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,940TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax preparationCategoryTxt
Amt$710Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockStock investments -Schwab acntStockNm
EOY Book Value$441,162EOYBookValueAmt
EOYFMV$441,162EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescAdjustmt of Ln 2 gain already refldDesc
Amt$15,202Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCA taxCategoryTxt
Amt$10Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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