BOTHIN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BOTHIN FOUNDATION (EIN 94-1196182)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-04
- IRS object ID
- 202512479349100306
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-04T08:16:06-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271155496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LEE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 W TAYLOR STREET STE A | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941196182 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOTHIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOTH | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEVON LAYCOX | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155166450 | PhoneNum |
| Signature | 2025-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT A LEE | PreparerPersonNm |
| PTIN | P00156212 | PTIN |
| Phone | 4088556770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,193,439 | 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 |
| Dividends Rev And Expnss | $1,041,319 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,041,319 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,578,910 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,756,076 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,578,910 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $18,750 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $2,620,229 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,620,229 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,750 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $733,335 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $249,608 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $462,739 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $45,768 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,494 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,251 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $526 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,258 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $783,354 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $264,628 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $463,997 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,971,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,989,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,754,404 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $264,628 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,453,797 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$134,175 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,355,601 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,750 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $237,884 | CashBOYAmt |
| Cash EOY | $49,048 | CashEOYAmt |
| Cash EOYFMV | $49,048 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $240,191 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $470,395 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $470,395 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $7,412 | AcctRcvblAmt |
| Acct Rcvbl BOY | $58,449 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $7,412 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $7,412 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $47,313 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $47,313 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $30,480,707 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,295,256 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,295,256 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,552,520 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,324,015 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,324,015 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $42,569,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,193,439 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,193,439 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $23,458 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $25,159 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $142,855 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $167,419 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $166,313 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $192,578 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $42,403,438 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $44,000,861 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,403,438 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,000,861 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,569,751 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,193,439 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,403,438 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$134,175 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,756,162 | OtherIncreasesAmt |
| Subtotal | $44,025,425 | SubtotalAmt |
| Other Decreases | $24,564 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,000,861 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MARKETABLE SECURITIES | P | 2024-01-01 | 2024-12-31 | $5,743,792 | $4,177,166 | $1,566,626 | $1,566,626 |
| CAPITAL GAINS | P | 2024-01-01 | 2024-12-31 | $12,284 | $12,284 | $12,284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,578,910 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,743 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,743 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,743 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,668 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $11,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $52,168 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,425 | OverpaymentAmt |
| Applied To ES Tax | $19,425 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BOTHINFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC FOUNDATION SERVICES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|
| DEVON LAYCOX | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| KIMBERLY CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| KATE JOINER | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | SECRETARY | 2.00 | $0 | $0 | $0 |
| HOLDEN LEE | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | TREASURER | 2.00 | $0 | $0 | $0 |
| LYMAN H CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LYMAN R CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| A MICHAEL CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| NICHOLAS LAYCOX | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CAROL PRINCE | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TESS REYNOLDS | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SASHA KOVRIGA | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BOE HAYWARD | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PACIFIC FOUNDATION SERVICES LLC | |||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | FOUNDATION MANAGEMENT/ACCOUNTING | $521,663 |
| CORNERSTONE CAPITAL INC | |||||
| 200 HOMER AVENUE | PALO ALTO | CA | 94301 | INVESTMENT COUNSELING | $97,488 |
| BAKER STREET ADVISORS LLC | |||||
| 575 MARKET ST 6TH FLOOR | SAN FRANCISCO | CA | 94105 | INVESTMENT COUNSELING | $78,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,596,455 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $313,206 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,909,661 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,909,661 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $658,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,251,016 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,162,551 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,162,551 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,743 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,743 | TotalTaxAmt |
| Distributable Before Adj | $2,129,808 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,129,808 | DistributableBeforeDedAmt |
| Deduction From Distributable | $18,750 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,111,058 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,453,797 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,453,797 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,111,058 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $84,953 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $151,468 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $418,307 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $496,225 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,150,953 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,453,797 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,111,058 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $342,739 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,493,692 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,493,692 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $84,953 | ExcessFromYear4Amt |
| Excess From Year3 | $151,468 | ExcessFromYear3Amt |
| Excess From Year2 | $418,307 | ExcessFromYear2Amt |
| Excess From Year1 | $496,225 | ExcessFromYear1Amt |
| Excess From Current Year | $342,739 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIFFANY WOOD SENIOR PROGRAM OFFICER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4155616540 | RecipientPhoneNum |
| Form And Info And Materials | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACCESS INSTITUTE FOR PSYCHOLOGICAL SERVICES | |||||||
| 110 GOUGH STREET SUITE 301 | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | UPDATE AGING IT INFRASTRUCTURE TO ENHANCE OFFICE EFFICIENCY AND SUPPORT SERVICES | $34,100 | |
| AIDS LEGAL REFERRAL PANEL OF THE SAN FRANCISCO BAY AREA | |||||||
| 1663 MISSION ST STE 500 | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | INSTALL SOUNDPROOFING | $12,000 | |
| ALLIANCE MEDICAL CENTER | |||||||
| 1381 UNIVERSITY AVENUE | HEALDSBURG | CA | 95448 | 501(C)(3) PUBLIC CHA | PURCHASE ORAL HEALTH PANORAMIC X-RAY MACHINE | $50,000 | |
| ANOVA EDUCATION AND BEHAVIOR CONSULTATION INC | |||||||
| 475 AVIATION BOULEVARD SUITE 201 | SANTA ROSA | CA | 95403 | 501(C)(3) PUBLIC CHA | REBUILD ANOVA CENTER FOR EDUCATION IN SANTA ROSA AS PART OF CAPITAL CAMPAIGN | $50,000 | |
| BOYS & GIRLS CLUBS NORTH SAN MATEO COUNTY | |||||||
| 955 YOSEMITE DRIVE | PACIFICA | CA | 94044 | 501(C)(3) PUBLIC CHA | REPLACE FURNITURE IN 2 CLUBHOUSES | $25,000 | |
| BRIDGE THE GAP COLLEGE PREP | |||||||
| PO BOX 1390 | SAUSALITO | CA | 94965 | 501(C)(3) PUBLIC CHA | PURCHASE A VAN | $50,000 | |
| CALIFORNIA CLUBHOUSE INC | |||||||
| 2191 SOUTH EL CAMINO REAL | SAN MATEO | CA | 94403 | 501(C)(3) PUBLIC CHA | PURCHASE SIGNAGE AND PAINT NEW BUILDING FOR ADULTS WITH PSYCHIATRIC DISABILITIES | $40,000 | |
| CALIFORNIA PARENTING INSTITUTE | |||||||
| 3650 STANDISH AVENUE | SANTA ROSA | CA | 95407 | 501(C)(3) PUBLIC CHA | PURCHASE TECHNOLOGY TO SUPPORT PROGRAMMING | $49,500 | |
| CATALINO TAPIA SCHOLARSHIP FOUNDATION | |||||||
| 727 INDUSTRIAL RD STE 117 | SAN CARLOS | CA | 94070 | 501(C)(3) PUBLIC CHA | PURCHASE REAL-TIME TRANSLATION SYSTEM, CAMERA EQUIPMENT, AND A COMPUTER | $14,100 | |
| CATALINO TAPIA SCHOLARSHIP FOUNDATION | |||||||
| 727 INDUSTRIAL RD STE 117 | SAN CARLOS | CA | 94070 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| CIRCUIT RIDER COMMUNITY SERVICES | |||||||
| 9619 OLD REDWOOD HWY | WINDSOR | CA | 95492 | 501(C)(3) PUBLIC CHA | PURCHASE TECHNOLOGY FOR SOCIAL SERVICES STAFF | $20,000 | |
| CITY SURF PROJECT | |||||||
| 400 TREAT AVENUE SUITE G | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | AMENDED: PURCHASE A NEW VEHICLE TO TRANSPORT YOUTH (AND PHYSICAL MODIFICATIONS FOR EXISTING VEHICLES, INCLUDING BRAKE REPLACEMENTS, ROOF RACKS, AND LADDERS) | $50,000 | |
| COASTSIDE HOPE | |||||||
| 248 MAIN STREET SUITE 200 | HALF MOON BAY | CA | 94019 | 501(C)(3) PUBLIC CHA | PAINT NEW BUILDING | $50,000 | |
| COMMITTEE ON THE SHELTERLESS | |||||||
| PO BOX 2744 | PETALUMA | CA | 94953 | 501(C)(3) PUBLIC CHA | PURCHASE A BOX TRUCK FOR MARYS TABLE TO PICK UP PRODUCE AND DELIVER MEALS AND GROCERIES | $45,000 | |
| CONARD HOUSE INC | |||||||
| 1385 MISSION STREET SUITE 200 | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | INSTALL INTERNET AND LOW VOLTAGE WIRING AT EL DORADO APARTMENTS | $30,000 | |
| CURIODYSSEY | |||||||
| 1651 COYOTE POINT DRIVE | SAN MATEO | CA | 94401 | 501(C)(3) PUBLIC CHA | PURCHASE VETERINARY MEDICAL EQUIPMENT | $15,000 | |
| CURIODYSSEY | |||||||
| 1651 COYOTE POINT DRIVE | SAN MATEO | CA | 94401 | 501(C)(3) PUBLIC CHA | HONORARIUM FOR NONPROFIT HOSTING BOTHIN FOUNDATION BOARD MEETING | $5,000 | |
| DEMEO TEEN CLUB INC | |||||||
| 509 ADAMS STREET | SANTA ROSA | CA | 95401 | 501(C)(3) PUBLIC CHA | PURCHASE COMPREHENSIVE SECURITY UPGRADES | $35,000 | |
| DUSTY'S FISHING WELL | |||||||
| 501 CESAR CHAVEZ SUITE 200 SECOND | SAN FRANCISCO | CA | 94124 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | FLOOR |
| DUSTY'S FISHING WELL | |||||||
| 501 CESAR CHAVEZ SUITE 200 SECOND | SAN FRANCISCO | CA | 94124 | 501(C)(3) PUBLIC CHA | PURCHASE EMERGENCY EQUIPMENT TO BE USED BY CITY EMT STUDENTS | $15,500 | FLOOR |
| ENTERPRISE FOR YOUTH | |||||||
| 57 POST STREET SUITE 509 | SAN FRANCISCO | CA | 94104 | 501(C)(3) PUBLIC CHA | PURCHASE LAPTOPS FOR YOUTH DEVELOPMENT SPECIALIST/COACH | $20,000 | |
| ENTERPRISE FOR YOUTH | |||||||
| 57 POST STREET SUITE 509 | SAN FRANCISCO | CA | 94104 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| EXTRAFOOD | |||||||
| 907 SIR FRANCIS DRAKE BLVD | KENTFIELD | CA | 94904 | 501(C)(3) PUBLIC CHA | PURCHASE A REFRIGERATED BOX TRUCK FOR FOOD RECOVERY AND DELIVERY IN SAN FRANCISCO | $50,000 | |
| FAMILY HOUSE INC | |||||||
| 540 MISSION BAY BLVD NORTH | SAN FRANCISCO | CA | 94158 | 501(C)(3) PUBLIC CHA | PURCHASE GUEST ROOM FURNITURE FOR PATIENTS AND CAREGIVERS RECEIVING TREATMENT AT UCSF BENIOFF CHILDRENS HOSPITAL | $30,000 | |
| FIRST PLACE FOR YOUTH | |||||||
| PO BOX 848010 | LOS ANGELES | CA | 90084 | 501(C)(3) PUBLIC CHA | FURNISH APARTMENTS FOR FOSTER YOUTH | $50,000 | |
| HAMILTON FAMILIES | |||||||
| 2567 MISSION ST | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | REPAIR THE ROOF AT A TRANSITIONAL HOUSING PROGRAM FOR PREVIOUSLY HOMELESS FAMILIES | $50,000 | |
| HEALTHRIGHT 360 | |||||||
| 1563 MISSION STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | EMERGENCY GRANT | $10,000 | |
| HELPERS COMMUNITY INC | |||||||
| 2626 FULTON ST | SAN FRANCISCO | CA | 94118 | 501(C)(3) PUBLIC CHA | REPAIR WATER DAMAGE AND UPGRADE PLUMBING | $50,000 | |
| HOLY FAMILY DAY HOMES OF SAN FRANCISCO | |||||||
| 299 DOLORES STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | PURCHASE AND INSTALL LIGHTING FOR CHILDCARE CENTER | $22,500 | |
| HOMELESS CHILDREN'S NETWORK | |||||||
| 3450 3RD STREET BUILDING 1 UNIT 1C | SAN FRANCISCO | CA | 94124 | 501(C)(3) PUBLIC CHA | PURCHASE FURNITURE AND EQUIPMENT FOR FAMILY RESOURCE CENTER EXPANSION IN WESTERN ADDITION | $50,000 | |
| HOMEWARD BOUND OF MARIN | |||||||
| 1385 N HAMILTON PARKWAY | NOVATO | CA | 94949 | 501(C)(3) PUBLIC CHA | REPLACE CHILDRENS PLAYGROUND FOR HOMEWARD BOUND OF MARINS FAMILY CENTER SHELTER | $35,000 | |
| LANDPATHS | |||||||
| 618 4TH ST 217 | SANTA ROSA | CA | 95404 | 501(C)(3) PUBLIC CHA | REPAIR WATER TANK AND ELECTRICAL FOR NATURE-BASED YOUTH DEVELOPMENT ORGANIZATION | $46,000 | |
| LIFEMOVES | |||||||
| 2550 GREAT AMERICA WAY STE 201 | SANTA CLARA | CA | 95054 | 501(C)(3) PUBLIC CHA | PURCHASE FURNITURE AND EQUIPMENT FOR FAMILY SHELTER | $46,100 | |
| LITERACY FOR ENVIRONMENTAL JUSTICE | |||||||
| PO BOX 882403 | SAN FRANCISCO | CA | 94188 | 501(C)(3) PUBLIC CHA | PURCHASE A 12-PASSENGER VAN FOR ECO-APPRENTICE PROGRAM | $50,000 | |
| LITERACY FOR ENVIRONMENTAL JUSTICE | |||||||
| PO BOX 882403 | SAN FRANCISCO | CA | 94188 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| MAGNOLIA GLOBAL ACADEMY FOR LEADERS | |||||||
| 1410 NEOTOMAS AVENUE SUITE 200 | SANTA ROSA | CA | 95405 | 501(C)(3) PUBLIC CHA | PURCHASE COMPUTERS, SEWING MACHINES, AND POTTERY WHEELS FOR YOUTH-SERVING CAREER EXPLORATION PROGRAM | $7,900 | |
| MARIN BRAIN INJURY NETWORK | |||||||
| 1132 MAGNOLIA AVENUE | LARKSPUR | CA | 94939 | 501(C)(3) PUBLIC CHA | PURCHASE TECHNOLOGY FOR CENTER FOR ADULTS WITH ACQUIRED BRAIN INJURIES | $22,500 | |
| MARIN FOSTER CARE ASSOCIATION | |||||||
| 55 MITCHELL BLVD SUITE 2 | SAN RAFAEL | CA | 94903 | 501(C)(3) PUBLIC CHA | PROVIDE LOAN REPAYMENT FOR HOUSING PURCHASED FOR TRANSITIONAL AGE FOSTER YOUTH | $50,000 | |
| MARIN SHAKESPEARE COMPANY | |||||||
| P O BOX 4053 | SAN RAFAEL | CA | 94913 | 501(C)(3) PUBLIC CHA | MAKE ELECTRICAL UPGRADES FOR DRAMA CLASSROOM | $30,000 | |
| MEI FONG AND ASSOCIATES | |||||||
| 3543 18TH ST STE 19 | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | MAKE BUILDING IMPROVEMENTS TO DOMESTIC VIOLENCE SHELTER | $46,500 | |
| MERCY HOUSING CALIFORNIA | |||||||
| 1256 MARKET STREET | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | PURCHASE TECHNOLOGY FOR SUNNYDALE-HOPE COMMUNITY CENTER | $37,300 | |
| MISSION ECONOMIC DEVELOPMENT AGENCY | |||||||
| 2301 MISSION STREET STE 301 | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | BUILD OUT PRIVATE CLIENT MEETING ROOM | $50,000 | |
| MULTICULTURAL CENTER OF MARIN | |||||||
| 709 FIFTH AVE | SAN RAFAEL | CA | 94901 | 501(C)(3) PUBLIC CHA | PURCHASE RADIO EQUIPMENT | $10,000 | |
| MUSIC FOR MINORS INC | |||||||
| 200 INDUSTRIAL ROAD SUITE 195 | SAN CARLOS | CA | 94070 | 501(C)(3) PUBLIC CHA | PURCHASE IPADS FOR MUSIC EDUCATOR INSTRUCTIONAL KITS | $25,000 | |
| NAMI SAN MATEO COUNTY | |||||||
| 1730 SO AMPHLETT BLVD SUITE 308 | SAN MATEO | CA | 94402 | 501(C)(3) PUBLIC CHA | DATABASE UPGRADE | $10,000 | |
| NORTH AND SOUTH OF MARKET ADULT DAY HEALTH CORP | |||||||
| 832 FOLSOM ST | SAN FRANCISCO | CA | 94107 | 501(C)(3) PUBLIC CHA | UPDATE KITCHEN | $50,000 | |
| ONE STEP BEYOND INC | |||||||
| PO BOX 1022 | PEORIA | AZ | 85380 | 501(C)(3) PUBLIC CHA | INSTALL FITNESS FLOORING AND MIRRORS IN OSBIS REDWOOD CITY CAMPUS FITNESS AND RECREATION ROOM | $30,000 | |
| OUTWARD BOUND CALIFORNIA | |||||||
| 548 MARKET ST PMB 68876 | SAN FRANCISCO | CA | 94104 | 501(C)(3) PUBLIC CHA | EMERGENCY GRANT | $10,000 | |
| PLUMFIELD INC | |||||||
| 9360 OCCIDENTAL RD | SEBASTOPOL | CA | 95472 | 501(C)(3) PUBLIC CHA | REPLACE THE FLOORS AND CARPET AT SCHOOL FOR STUDENTS REQUIRING SPECIALIZED EDUCATION | $37,200 | |
| RICHMOND DISTRICT NEIGHBORHOOD CENTER | |||||||
| 741 30TH AVE | SAN FRANCISCO | CA | 94121 | 501(C)(3) PUBLIC CHA | PURCHASE A VEHICLE FOR FOOD SECURITY PROGRAM | $35,000 | |
| SAFE & SOUND | |||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | 501(C)(3) PUBLIC CHA | PURCHASE FURNITURE AND TOYS FOR CHILDREN AND FAMILIES FROM LOW-INCOME HOUSEHOLDS | $15,000 | |
| ST ANTHONY FOUNDATION | |||||||
| 150 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | PURCHASE LAUNDRY FACILITIES FOR WOMEN AND CHILDRENS SHELTER | $35,000 | |
| THE ARC OF SAN FRANCISCO | |||||||
| 1500 HOWARD STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | RENOVATE KITCHEN AT 1500 HOWARD STREET LOCATION | $18,000 | |
| THE HELIX SCHOOL | |||||||
| 161 MITCHELL BOULEVARD | SAN RAFAEL | CA | 94903 | 501(C)(3) PUBLIC CHA | PURCHASE AND INSTALL PLAYGROUND EQUIPMENT AND RETAINING WALL | $50,000 | |
| THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT INC | |||||||
| 370 SAN BRUNO AVE W | SAN BRUNO | CA | 94066 | 501(C)(3) PUBLIC CHA | PURCHASE NEW ROOF FOR EARLY HEAD START CLASSROOM | $50,000 | |
| THE KIDS CO-OP INC | |||||||
| PO BOX 40928 | SAN FRANCISCO | CA | 94140 | 501(C)(3) PUBLIC CHA | PURCHASE FURNITURE FOR NEW YOUTH DEVELOPMENT CENTER | $9,950 | |
| THERE WITH CARE OF THE BAY AREA | |||||||
| 2682 MIDDLEFIELD RD SUITE H | REDWOOD CITY | CA | 94063 | 501(C)(3) PUBLIC CHA | PURCHASE VEHICLE TO TRANSPORT SUPPLIES | $45,650 | |
| TLC CHILD & FAMILY SERVICES | |||||||
| 1800 NORTH GRAVENSTEIN HIGHWAY PO | SEBASTOPOL | CA | 95473 | 501(C)(3) PUBLIC CHA | PURCHASE VEHICLE FOR TRANSITION AGE YOUTH HOUSING PROGRAM | $40,000 | BOX 2079 |
| TRIPS FOR KIDS MARIN | |||||||
| 610 4TH STREET | SAN RAFAEL | CA | 94910 | 501(C)(3) PUBLIC CHA | TO PURCHASE FOUR DESKTOP COMPUTERS, THREE LAPTOPS, FOUR TABLETS, AND ONE WIFI EXTENDER FOR THEIR SAN RAFAEL OFFICE | $10,000 | |
| WEST COUNTY HEALTH CENTERS INC | |||||||
| PO BOX 1449 14045 MILL STREET | GUERNEVILLE | CA | 95446 | 501(C)(3) PUBLIC CHA | AMENDED: REPLACE HV/AC SYSTEM AT OCCIDENTAL AREA HEALTH CENTER (AND REPLACE HEAT PUMP) | $50,000 | |
| WISE CHOICES FOR GIRLS | |||||||
| 115 DONAHUE ST 23 | MARIN CITY | CA | 94965 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| WISE CHOICES FOR GIRLS | |||||||
| 115 DONAHUE ST 23 | MARIN CITY | CA | 94965 | 501(C)(3) PUBLIC CHA | PURCHASE A USED VAN TO TRANSPORT GIRLS TO AND FROM ACADEMIC AND EMPOWERMENT PROGRAMS | $40,000 | |
| YOUTH LEADERSHIP INSTITUTE | |||||||
| 1600 BRYANT ST PO BOX 411107 | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | PURCHASE A VEHICLE TO TRANSPORT STUDENTS TO AND FROM CIVIC ENGAGEMENT PROGRAMMING | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,989,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,041,319 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,578,910 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,620,229 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,620,229 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS & US TREASURIES | BondNm |
| EOY Book Value | $12,324,015 | EOYBookValueAmt |
| EOYFMV | $12,324,015 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $31,295,256 | EOYBookValueAmt |
| EOYFMV | $31,295,256 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED LIABILITY | Desc |
| Amt | $24,564 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOARD CATERING | $1,259 | $0 | $1,258 |
| INSURANCE | $2,239 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $753 | $526 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,756,162 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $142,855 | BOYBookValueAmt |
| EOY Book Value | $167,419 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT FEES | $35,500 | $21,300 | $10,650 |
| BANK AND CUSTODY FEES | $45 | $15 | $0 |
| INVESTMENT MANAGER FEES | $176,127 | $176,127 | $0 |
| FOUNDATION MANAGEMENT FEES | $521,663 | $52,166 | $452,089 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $31,074 | $0 | $0 |
| OTHER TAXES | $200 | $0 | $0 |
| FOREIGN TAXES | $14,494 | $14,494 | $0 |
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