THE BINDON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE BINDON FOUNDATION (EIN 47-5087969)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202013189349103306
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T14:35:36-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 475087969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Bindon Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BIND | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH L HALSTED | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203185000046 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E515D0965B869FF508796E5476410F6D857E7743 | 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 | $2,536,495 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $697 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $697 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,447 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,447 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,818 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $446,471 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,906 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$8,010 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $393 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,316 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,443 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $11,486 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,486 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $810 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $20,686 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $109 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,734 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,982 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,605 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,734 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,239 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,239 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $115,221 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,605 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,973 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$100,905 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,838 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $138,951 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $212,628 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $212,628 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $100,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $100,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $100,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $100,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,585,323 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,319,625 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,021,269 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $110,924 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $202,040 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $202,598 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,935,198 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,834,293 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,536,495 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,935,198 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,834,293 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,935,198 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,834,293 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,935,198 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,834,293 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,935,198 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$100,905 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,834,293 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,834,293 | 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 |
| Gross Sales Price | $446,471 | GrossSalesPriceAmt |
| Cost Or Other Basis | $430,565 | CostOrOtherBasisAmt |
| Gain Or Loss | $15,906 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $15,906 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,906 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $145,154 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,322,199 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062507 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $89,235 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,146,269 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041577 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $84,848 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,050,809 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080745 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $248,473 | NetVlNoncharitableAssetsYr4Amt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.184829 | TotalDistributionRt |
| Average Distribution | 0.046207 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,314,184 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $106,932 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $378 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $107,310 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $101,973 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $757 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $757 | SubtotalAmt |
| Tax Based On Investment Income | $757 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,843 | OverpaymentAmt |
| Applied To ES Tax | $800 | AppliedToESTaxAmt |
| Refund | $2,043 | RefundAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Elizabeth L Halsted | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Scott Halsted | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,951,060 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,109 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $267,256 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,349,425 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,349,425 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,241 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,314,184 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,709 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,709 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $757 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $757 | TotalTaxAmt |
| Distributable Before Adj | $114,952 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $114,952 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $114,952 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,973 | 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 | $101,973 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $101,973 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,952 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $20,976 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $34,606 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $55,582 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $101,973 | QualifyingDistributionsAmt |
| Applied To Current Year | $101,973 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $12,979 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $12,979 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,603 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $42,603 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $7,997 | ExcessFromYear3Amt |
| Excess From Year1 | $34,606 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Elizabeth L Halsted | ContributingManagerNm |
| Contributing Manager | Scott Halsted | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 10000 DEGREES | |||||||
| 1401 LOS GAMOS DR STE 120 | SAN RAFAEL | CA | 94903 | N/A | PC | General & Unrestricted | $500 |
| 1TO4 | |||||||
| 5225 E CAMINO CIELO | SANTA BARBARA | CA | 93105 | N/A | PC | General & Unrestricted | $25,000 |
| ANYTHING IS EVERYTHING | |||||||
| 268 BUSH ST | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $300 |
| BOB WOODRUFF FAMILY FOUNDATION INC | |||||||
| 1350 BROADWAY RM 905 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $500 |
| CENTER FOR VOLUNTEER AND NONPROFIT LEADERSHIP OF M | |||||||
| 65 MITCHELL BLVD STE 101 | SAN RAFAEL | CA | 94903 | N/A | PC | Powerful Beyond Measure Program | $1,500 |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | N/A | PC | General & Unrestricted | $250 |
| DARAJA EDUCATION FUND | |||||||
| PO BOX 4333 | SAN RAFAEL | CA | 94913 | N/A | PC | General & Unrestricted | $2,500 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $500 |
| FRIENDS OF CHALLENGING HEIGHTS | |||||||
| 645 VILLAGE MAIN CIR | DAVIDSON | NC | 28036 | N/A | PC | General & Unrestricted | $3,000 |
| FRIENDS OF COMPASS INC | |||||||
| 1720 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $500 |
| FRIENDS OF THE RIVER FOUNDATION | |||||||
| 1418 20TH ST STE 100 | SACRAMENTO | CA | 95811 | N/A | PC | General & Unrestricted | $3,000 |
| GEORGETOWN UNIVERSITY | |||||||
| 2115 WISCONSIN AVE NW STE 500 | WASHINGTON | DC | 20007 | N/A | PC | General & Unrestricted | $1,000 |
| GIVE BACK YOGA FOUNDATION | |||||||
| 900 BASELINE RD 13B | BOULDER | CO | 80302 | N/A | PC | Prison Yoga Project | $500 |
| GRASSROOT SOCCER INC | |||||||
| 15 LEBANON ST | HANOVER | NH | 03255 | N/A | PC | General & Unrestricted | $200 |
| KELLY S BRUSH FOUNDATION | |||||||
| 3 MAIN ST STE 217 | BURLINGTON | VT | 05401 | N/A | PC | General & Unrestricted | $500 |
| MCE SOCIAL CAPITAL | |||||||
| 5758 GEARY BLVD 261 | SAN FRANCISCO | CA | 94121 | N/A | PC | General & Unrestricted | $5,239 |
| MILL VALLEY LIVEARTS DBA 142 THROCKMORTON THEATRE | |||||||
| PO BOX 1058 | MILL VALLEY | CA | 94942 | N/A | PC | General & Unrestricted | $250 |
| MISSION DOLORES ACADEMY | |||||||
| 3371 16TH ST | SAN FRANCISCO | CA | 94114 | N/A | PC | The William Buckingham Scholarship Fund | $250 |
| MOCO KIDSCO | |||||||
| 6400 DEMOCRACY BLVD | BETHESDA | MD | 20817 | N/A | PC | General & Unrestricted | $500 |
| MT TAMALPAIS PRIMARY SCHOOL ELEMENTARY | |||||||
| 100 HARVARD AVE | MILL VALLEY | CA | 94941 | N/A | PC | General & Unrestricted | $250 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST 11TH FL | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $1,000 |
| PLANNED PARENTHOOD GLOBAL INC | |||||||
| 123 WILLIAM ST FL 10 | NEW YORK | NY | 10038 | N/A | SO I | General & Unrestricted | $800 |
| PUBLIC HEALTH INSTITUTE | |||||||
| 555 12TH ST 10TH FL | OAKLAND | CA | 94607 | N/A | PC | Rise Up Program | $500 |
| SEACOLOGY | |||||||
| 1623 SOLANO AVE | BERKELEY | CA | 94707 | N/A | PC | General & Unrestricted | $12,500 |
| SEND IT | |||||||
| PO BOX 1841 | TRUCKEE | CA | 96161 | N/A | PC | General & Unrestricted | $5,000 |
| SWIFTSURE RANCH THERAPEUTIC EQUESTRIAN CENTER INC | |||||||
| 114 CALYPSO LN | BELLEVUE | ID | 83313 | N/A | PC | General & Unrestricted | $1,000 |
| TECHNOSERVE INC | |||||||
| 1777 N KENT ST STE 1100 | ALRINGTON | VA | 22209 | N/A | PC | General & Unrestricted | $5,000 |
| THACHER SCHOOL INC | |||||||
| 5025 THACHER RD | OJAI | CA | 93023 | N/A | PC | General & Unrestricted | $500 |
| THE 5 GYRES INSTITUTE | |||||||
| 5792 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | N/A | PC | General & Unrestricted | $2,500 |
| THE BRANSON SCHOOL | |||||||
| 39 FERNHILL AVE | ROSS | CA | 94957 | N/A | PC | General & Unrestricted | $250 |
| THE ONE LOVE FOUNDATION IN HONOR OF YEARDLEY LOVE | |||||||
| 44 PONDFIELD RD STE 12 | BRONXVILLE | NY | 10708 | N/A | PC | General & Unrestricted | $300 |
| THE SIERRA CLUB FOUNDATION | |||||||
| 50 F ST 8TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $500 |
| UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE | |||||||
| 4333 BROOKLYN AVE NE BOX 359505 | SEATTLE | WA | 98195 | N/A | PC | SCOPE Program | $150 |
| VETERANS YOGA PROJECT | |||||||
| PO BOX 6472 | ALAMEDA | CA | 94501 | N/A | PC | General & Unrestricted | $500 |
| WATERSIDE SCHOOL INC | |||||||
| 770 PACIFIC ST | STAMFORD | CT | 06902 | N/A | PC | Financial Aid Fund | $500 |
| WATSI | |||||||
| 548 MARKET ST 75903 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,239 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $697 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,447 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,818 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$10,467 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,457 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$10,467 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,783 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,316 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL C | $67,517 | $120,332 |
| AMAZON COM | $29,816 | $55,435 |
| APPLE INC | $34,817 | $88,095 |
| BANK OF AMERICA CORP | $60,653 | $119,748 |
| BLACKROCK INC | $83,357 | $100,540 |
| CATERPILLAR INC | $62,119 | $66,456 |
| CHEVRON CORP | $12,334 | $18,077 |
| COMCAST CORP | $31,487 | $44,970 |
| COSTCO WHOLESALE CORPORATION | $54,645 | $80,828 |
| DB X TRACKERS MSCI EUROPE HEDG | $49,788 | $56,034 |
| FACEBOOK INC | $58,465 | $102,625 |
| GROUPE DANONE ADS | $54,236 | $56,066 |
| HOME DEPOT INC | $58,841 | $65,514 |
| INTUITIVE SURGICAL | $56,072 | $75,076 |
| ISHARES S&P EUROPE 350 INDEX | $47,938 | $51,656 |
| JP MORGAN CHASE | $25,284 | $59,942 |
| LYONDELLBASELL INDUSTRIES NV | $56,399 | $61,412 |
| MASTERCARD INC | $34,050 | $104,507 |
| MICROSOFT CORP | $71,384 | $94,620 |
| PEPSICO INC | $24,393 | $27,334 |
| THERMO FISHER SCIENTIFIC INC | $88,246 | $206,291 |
| UNITED TECHNOLOGIES CORP | $64,828 | $73,832 |
| VANGUARD FTSE EMERGING MARKETS | $20,284 | $22,235 |
| VIRTUS EMERGING MARKETS OPPTS | $21,350 | $23,395 |
| VISA INC | $46,914 | $112,740 |
| WALT DISNEY HOLDINGS CO | $73,532 | $101,241 |
| WISDOMTREE JAPAN HEDGED EQUITY | $30,876 | $32,268 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALL ACROSS AFRICA SER AA PFD | $100,000 | $100,000 |
| JIBU, L3C | $102,040 | $102,598 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $14,709 | $14,709 | |
| Bank Charges | $78 | $78 | |
| Foundation Dues & Memberships | $5,000 | $5,000 | |
| K-1 Exp JIBU, L3C | $874 | $31 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss JIBU, L3C | Desc |
| Revenue And Expenses Per Books | -$8,010 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $393 | NetInvestmentIncomeAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (3 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc |
|---|---|---|---|---|---|---|---|---|---|
| KASHA GLOBAL INC | |||||||||
| NONE | $50,000 | $50,000 | 2018-08 | 2020-08 | PRINCIPAL AND INTEREST UPON MATURITY | 6. | NONE | INVESTMENT | N/A N/A N/A |
| KASHA GLOBAL INC | |||||||||
| NONE | $25,000 | $25,000 | 2017-11 | 2020-08 | PRINCIPAL AND INTEREST UPON MATURITY | 6. | NONE | INVESTMENT | N/A N/A N/A |
| WIST INC | |||||||||
| NONE | $25,000 | $25,000 | 2018-02 | 2020-02 | PRINCIPAL AND INTEREST UPON MATURITY | 5. | NONE | INVESTMENT | N/A N/A N/A |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $11,486 | Amt |
| Net Investment Income | $11,486 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2019 | $800 | |
| Foreign Tax Paid | $10 | $10 |
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