THE@KT FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE@KT FOUNDATION (EIN 94-3354182)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202003189349101730
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T08:51:10-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Third Plateau Social Impact Strategies | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 University Ave | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94710 | 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 | 943354182 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KT Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KTFO | BusinessNameControlTxt |
| Phone | 5108414123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 University Avenue | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark Tsujimoto | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5108414123 | PhoneNum |
| Signature | 2020-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Dion Griffin | PreparerPersonNm |
| PTIN | P01882984 | PTIN |
| Phone | 5108414024 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.221.106.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 08:51:01 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $348,474 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,953 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,953 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | $0 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $29,996 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,319,541 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,996 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $29,996 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $35,953 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,953 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $29,996 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,928 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,928 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $105 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $723 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $688 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,152 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,498 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,979 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,366 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $339 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $339 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,661 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,498 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,254 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,006 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,944 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $815,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $815,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $861,254 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,006 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $853,944 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$825,301 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,947 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $29,996 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,799 | CashBOYAmt |
| Cash EOY | $333,316 | CashEOYAmt |
| Cash EOYFMV | $333,316 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $98,217 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,385 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,385 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $2,923 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,773 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,773 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $981,324 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,093,263 | TotalAssetsBOYAmt |
| Total Assets EOY | $348,474 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $348,474 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,238 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $14,027 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,238 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,027 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,085,025 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $334,447 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,085,025 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $334,447 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,093,263 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $348,474 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,085,025 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$825,301 | ExcessRevenueOverExpensesAmt |
| Other Increases | $74,723 | OtherIncreasesAmt |
| Subtotal | $334,447 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $334,447 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,319,541 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $1,289,545 | CostOrOtherBasisAmt |
| Gain Or Loss | $29,996 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $29,996 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,996 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $29,996 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $386,453 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $888,342 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.435027 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,765 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $732,208 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087086 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $105,367 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $640,175 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.164591 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,390 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $651,595 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.017480 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $111,165 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $625,052 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.177849 | DistributionYr5Rt |
| Total Distribution | 0.882033 | TotalDistributionRt |
| Average Distribution | 0.176407 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $839,009 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $148,007 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $259 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $148,266 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $853,944 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $259 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $259 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $259 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,403 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,403 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$2,403 | OriginalReturnOverpaymentAmt |
| Overpayment | $2,144 | OverpaymentAmt |
| Applied To ES Tax | $2,144 | 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 | Third Plateau Soc Impact Strategies | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5108414123 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 University Avenue | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94710 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Grace Kase | ||||||||
| 127 University Avenue | Berkeley | CA | 94710 | Chairman | 1.00 | $0 | $0 | $0 |
| Mark Tsujimoto | ||||||||
| 127 University Avenue | Berkeley | CA | 94710 | President | 10.00 | $22,000 | $0 | $0 |
| Pauline Nagata | ||||||||
| 127 University Avenue | Berkeley | CA | 94710 | Treasurer | 0.50 | $0 | $0 | $0 |
| Dick Yamamoto | ||||||||
| 127 University Avenue | Berkeley | CA | 94710 | Secretary | 0.50 | $0 | $0 | $0 |
| Keiko Gishifu | ||||||||
| 127 University Avenue | Berkeley | CA | 94710 | Asst. Secty | 0.50 | $0 | $0 | $0 |
| Dion Griffin | ||||||||
| 127 University Avenue | Berkeley | CA | 94710 | CFO | 0.50 | $0 | $0 | $0 |
| Elisabeth Wagstaffe | ||||||||
| 127 University Avenue | Berkeley | CA | 94710 | Asst. Secty. | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $309,330 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $539,683 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,773 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $851,786 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $851,786 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,777 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $839,009 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,950 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,950 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $259 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $259 | TotalTaxAmt |
| Distributable Before Adj | $41,691 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,691 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,691 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $853,944 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $853,944 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $259 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $853,685 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,691 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $79,912 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $73,428 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,440 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $342,714 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $523,494 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $853,944 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,691 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $812,253 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,335,747 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $79,912 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,255,835 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $73,428 | ExcessFromYear3Amt |
| Excess From Year2 | $27,440 | ExcessFromYear2Amt |
| Excess From Year1 | $342,714 | ExcessFromYear1Amt |
| Excess From Current Year | $812,253 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Grace Kase | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Poston Community Alliance | ||||||
| 956 Hawthorne Drive | Lafayette | CA | 94549 | PC | Construction of Historic Barrack | $100,000 |
| Canine Companions | ||||||
| 2965 Dutton Avenue | Santa Rosa | CA | 95407 | PC | Match Veteranswith Dogs | $35,000 |
| Operation Dignity | ||||||
| 2350 Rainbow Court | Alameda | CA | 94501 | PC | General Support | $50,000 |
| Aldersgate United Methodist Church | ||||||
| 4243 Manuela Avenue | Palo Alto | CA | 94306 | PC | Remodeling | $177,000 |
| Aldersgate United Methodist Church | ||||||
| 4243 Manuela Avenue | Palo Alto | CA | 94306 | PC | Install AirConditioning | $23,000 |
| Japanese Benevolent Soc of CA | ||||||
| 17 Sutter Street | San Francisco | CA | 94115 | PC | Colma Cemetery Sidewalk | $50,000 |
| Muttville | ||||||
| 255 Alabama Street | San Francisco | CA | 94103 | PC | Sterile Surgical Suite | $100,000 |
| St Mary's Medical Center Foundation | ||||||
| 450 Stanyan Street | San Francisco | CA | 94117 | PC | InformationTechnology | $150,000 |
| JCCCNC | ||||||
| 1840 Sutter Street Suite 202 | San Francisco | CA | 94115 | PC | Overhaul Elevator | $130,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $815,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,953 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,996 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $35,953 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,953 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Leventhal Kline Tax & accounting | $0 | $688 | $7,429 |
| Payroll Systems Payroll Processing | $723 | $723 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Publicly Traded Securities | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $1,319,541 | GrossSalesPriceAmt |
| Basis | $1,289,545 | BasisAmt |
| Total Net | $29,996 | TotalNetAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Neo Law Firm Legal Services | CategoryTxt |
| Legal Fees | $105 | LegalFeesAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Filing Fees | $85 | $110 |
| Insurance | $1,454 | $1,266 |
| PR, Media & Publications | $122 | $122 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gains on investments | Desc |
| Amt | $74,723 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Leventhal Kline Finance & Admin. | $14,026 | $3,507 | $5,366 |
| Wells Fargo Bank Investment | $5,472 | $5,472 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax on Investments | CategoryTxt |
| Amt | $339 | Amt |
| Net Investment Income | $339 | NetInvestmentIncomeAmt |
Comments