EL PUENTE CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EL PUENTE CHARITABLE FOUNDATION (EIN 77-0557020)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202023159349101247
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T12:09:29-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464393335 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Koehler & Associates CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951263435 | 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 | 770557020 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | El Puente Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELPU | BusinessNameControlTxt |
| Phone | 4085694898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4730 Doyle Drive | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Russell Feirstein | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David R Koehler CPA | PreparerPersonNm |
| PTIN | P00027310 | PTIN |
| Phone | 4082867400 | PhoneNum |
| 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 | $266,423 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,155 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,155 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,155 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,533 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $120,055 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $270 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | -$1,372 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,161 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,431 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,045 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,045 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,334 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,334 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $3,334 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $190 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $190 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $190 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,841 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,841 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,410 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,524 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,524 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,886 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,410 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,524 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,524 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,886 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,782 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,637 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,907 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,614 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,539 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,539 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $253,326 | CorporateStockBOYAmt |
| Corporate Stock EOY | $239,619 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $260,884 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $259,940 | TotalAssetsBOYAmt |
| Total Assets EOY | $245,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $266,423 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $259,940 | RetainedEarningBOYAmt |
| Retained Earning EOY | $245,158 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $259,940 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $245,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $259,940 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $245,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $259,940 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,782 | ExcessRevenueOverExpensesAmt |
| Subtotal | $245,158 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $245,158 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (94 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5.819 Vanguard High Yield Corporate Fund | P | 2018-02-01 | 2019-01-09 | $33 | $34 | -$1 | -$1 |
| 6.46 Vanguard High Yield Corporate Fund | P | 2018-03-01 | 2019-01-09 | $36 | $38 | -$2 | -$2 |
| 7.311 Vanguard High Yield Corporate Fund | P | 2018-04-02 | 2019-01-09 | $41 | $42 | -$1 | -$1 |
| 7.128 Vanguard High Yield Corporate Fund | P | 2018-05-01 | 2019-01-09 | $40 | $41 | -$1 | -$1 |
| 7.454 Vanguard High Yield Corporate Fund | P | 2018-06-01 | 2019-01-09 | $42 | $43 | -$1 | -$1 |
| 7.279 Vanguard High Yield Corporate Fund | P | 2018-07-02 | 2019-01-09 | $41 | $41 | ||
| 7.498 Vanguard High Yield Corporate Fund | P | 2018-08-01 | 2019-01-09 | $42 | $43 | -$1 | -$1 |
| 7.473 Vanguard High Yield Corporate Fund | P | 2018-09-04 | 2019-01-09 | $42 | $43 | -$1 | -$1 |
| 7.269 Vanguard High Yield Corporate Fund | P | 2018-10-01 | 2019-01-09 | $41 | $42 | -$1 | -$1 |
| 8.17 Vanguard High Yield Corporate Fund | P | 2018-11-01 | 2019-01-09 | $46 | $46 | ||
| 8.55 Vanguard High Yield Corporate Fund | P | 2018-12-03 | 2019-01-09 | $48 | $48 | ||
| 4.129 Goldman Sachs Strategic Inc (Gszix) | P | 2018-08-31 | 2019-08-26 | $38 | $38 | ||
| 2.957 Goldman Sachs Strategic Inc (Gszix) | P | 2018-09-28 | 2019-08-26 | $27 | $27 | ||
| 3.598 Goldman Sachs Strategic Inc (Gszix) | P | 2018-10-31 | 2019-08-26 | $33 | $33 | ||
| 5.618 Goldman Sachs Strategic Inc (Gszix) | P | 2018-11-30 | 2019-08-26 | $52 | $51 | $1 | $1 |
| 4.901 Goldman Sachs Strategic Inc (Gszix) | P | 2018-12-31 | 2019-08-26 | $45 | $44 | $1 | $1 |
| 4.847 Goldman Sachs Strategic Inc (Gszix) | P | 2019-01-30 | 2019-08-26 | $45 | $44 | $1 | $1 |
| 3.894 Goldman Sachs Strategic Inc (Gszix) | P | 2019-02-27 | 2019-08-26 | $36 | $36 | ||
| 3.875 Goldman Sachs Strategic Inc (Gszix) | P | 2019-03-28 | 2019-08-26 | $36 | $36 | ||
| 3.618 Goldman Sachs Strategic Inc (Gszix) | P | 2019-04-29 | 2019-08-26 | $33 | $34 | -$1 | -$1 |
| 4.39 Goldman Sachs Strategic Inc (Gszix) | P | 2019-05-30 | 2019-08-26 | $41 | $41 | ||
| 3.409 Goldman Sachs Strategic Inc (Gszix) | P | 2019-06-27 | 2019-08-26 | $32 | $32 | ||
| 4.451 Goldman Sachs Strategic Inc (Gszix) | P | 2019-07-30 | 2019-08-26 | $41 | $42 | -$1 | -$1 |
| 112 SPDR Serires Trust Portfolio Intrmd ETF | P | 2019-01-09 | 2019-10-09 | $3,956 | $3,713 | $243 | $243 |
| 11 Vanguard Inter Term Treas ETF | P | 2019-03-20 | 2019-10-09 | $737 | $702 | $35 | $35 |
| 460 Ishares Interm TR CRP ETF | P | 2015-05-14 | 2019-01-09 | $24,265 | $25,271 | -$1,006 | -$1,006 |
| 530 Ishares Interm TR CRP ETF | P | 2016-05-03 | 2019-01-09 | $27,957 | $29,170 | -$1,213 | -$1,213 |
| 235.88 Vanguard High Yield Corporate Fund | P | 2016-03-10 | 2019-01-09 | $1,321 | $1,311 | $10 | $10 |
| 6.975 Vanguard High Yield Corporate Fund | P | 2016-06-01 | 2019-01-09 | $39 | $40 | -$1 | -$1 |
| 6.316 Vanguard High Yield Corporate Fund | P | 2016-07-01 | 2019-01-09 | $35 | $36 | -$1 | -$1 |
| 6.408 Vanguard High Yield Corporate Fund | P | 2016-08-01 | 2019-01-09 | $36 | $37 | -$1 | -$1 |
| 6.392 Vanguard High Yield Corporate Fund | P | 2016-09-01 | 2019-01-09 | $36 | $37 | -$1 | -$1 |
| 6.421 Vanguard High Yield Corporate Fund | P | 2016-10-03 | 2019-01-09 | $36 | $38 | -$2 | -$2 |
| 6.575 Vanguard High Yield Corporate Fund | P | 2016-11-01 | 2019-01-09 | $37 | $39 | -$2 | -$2 |
| 6.68 Vanguard High Yield Corporate Fund | P | 2016-12-01 | 2019-01-09 | $37 | $39 | -$2 | -$2 |
| 0.502 Vanguard High Yield Corporate Fund | P | 2016-12-27 | 2019-01-09 | $3 | $3 | ||
| 7.094 Vanguard High Yield Corporate Fund | P | 2017-01-03 | 2019-01-09 | $40 | $41 | -$1 | -$1 |
| 7.041 Vanguard High Yield Corporate Fund | P | 2017-02-01 | 2019-01-09 | $39 | $41 | -$2 | -$2 |
| 6.01 Vanguard High Yield Corporate Fund | P | 2017-03-01 | 2019-01-09 | $34 | $36 | -$2 | -$2 |
| 6.81 Vanguard High Yield Corporate Fund | P | 2017-04-03 | 2019-01-09 | $38 | $40 | -$2 | -$2 |
| 6.536 Vanguard High Yield Corporate Fund | P | 2017-05-01 | 2019-01-09 | $37 | $39 | -$2 | -$2 |
| 6.74 Vanguard High Yield Corporate Fund | P | 2017-06-01 | 2019-01-09 | $38 | $40 | -$2 | -$2 |
| 6.618 Vanguard High Yield Corporate Fund | P | 2017-07-03 | 2019-01-09 | $37 | $39 | -$2 | -$2 |
| 6.76 Vanguard High Yield Corporate Fund | P | 2017-08-01 | 2019-01-09 | $38 | $40 | -$2 | -$2 |
| 6.787 Vanguard High Yield Corporate Fund | P | 2017-09-01 | 2019-01-09 | $38 | $41 | -$3 | -$3 |
| 6.543 Vanguard High Yield Corporate Fund | P | 2017-10-02 | 2019-01-09 | $37 | $39 | -$2 | -$2 |
| 6.427 Vanguard High Yield Corporate Fund | P | 2017-11-01 | 2019-01-09 | $36 | $38 | -$2 | -$2 |
| 6.216 Vanguard High Yield Corporate Fund | P | 2017-12-01 | 2019-01-09 | $35 | $37 | -$2 | -$2 |
| 6.691 Vanguard High Yield Corporate Fund | P | 2018-01-02 | 2019-01-09 | $37 | $40 | -$3 | -$3 |
| 423.296 Leader Short-Term Bond Fd I (Lccix) | P | 2014-07-30 | 2019-01-22 | $3,793 | $4,264 | -$471 | -$471 |
| 246.347 Leader Short-Term Bond Fd I (Lccix) | P | 2015-05-14 | 2019-01-22 | $2,207 | $2,413 | -$206 | -$206 |
| 1253.592 Goldman Sachs Strategic Inc (Gszix) | P | 2015-05-14 | 2019-08-26 | $11,596 | $12,661 | -$1,065 | -$1,065 |
| 1.964 Goldman Sachs Strategic Inc (Gszix) | P | 2015-05-29 | 2019-08-26 | $18 | $20 | -$2 | -$2 |
| 3.646 Goldman Sachs Strategic Inc (Gszix) | P | 2015-06-30 | 2019-08-26 | $34 | $36 | -$2 | -$2 |
| 3.756 Goldman Sachs Strategic Inc (Gszix) | P | 2015-07-31 | 2019-08-26 | $35 | $37 | -$2 | -$2 |
| 3.295 Goldman Sachs Strategic Inc (Gszix) | P | 2015-08-31 | 2019-08-26 | $30 | $32 | -$2 | -$2 |
| 2.829 Goldman Sachs Strategic Inc (Gszix) | P | 2015-09-30 | 2019-08-26 | $26 | $28 | -$2 | -$2 |
| 3.374 Goldman Sachs Strategic Inc (Gszix) | P | 2015-10-30 | 2019-08-26 | $31 | $33 | -$2 | -$2 |
| 3.97 Goldman Sachs Strategic Inc (Gszix) | P | 2015-11-30 | 2019-08-26 | $37 | $39 | -$2 | -$2 |
| 18.297 Goldman Sachs Strategic Inc (Gszix) | P | 2015-12-29 | 2019-08-26 | $169 | $174 | -$5 | -$5 |
| 3.574 Goldman Sachs Strategic Inc (Gszix) | P | 2015-12-31 | 2019-08-26 | $33 | $34 | -$1 | -$1 |
| 3.713 Goldman Sachs Strategic Inc (Gszix) | P | 2016-01-29 | 2019-08-26 | $34 | $35 | -$1 | -$1 |
| 2.707 Goldman Sachs Strategic Inc (Gszix) | P | 2016-02-29 | 2019-08-26 | $25 | $25 | ||
| 1.608 Goldman Sachs Strategic Inc (Gszix) | P | 2016-03-31 | 2019-08-26 | $15 | $15 | ||
| 3.085 Goldman Sachs Strategic Inc (Gszix) | P | 2016-04-29 | 2019-08-26 | $29 | $29 | ||
| 3.589 Goldman Sachs Strategic Inc (Gszix) | P | 2016-05-31 | 2019-08-26 | $33 | $34 | -$1 | -$1 |
| 2.776 Goldman Sachs Strategic Inc (Gszix) | P | 2016-06-30 | 2019-08-26 | $26 | $26 | ||
| 2.789 Goldman Sachs Strategic Inc (Gszix) | P | 2016-07-29 | 2019-08-26 | $26 | $26 | ||
| 2.351 Goldman Sachs Strategic Inc (Gszix) | P | 2016-08-31 | 2019-08-26 | $22 | $22 | ||
| 2.214 Goldman Sachs Strategic Inc (Gszix) | P | 2016-09-30 | 2019-08-26 | $20 | $21 | -$1 | -$1 |
| 2.485 Goldman Sachs Strategic Inc (Gszix) | P | 2016-10-31 | 2019-08-26 | $23 | $24 | -$1 | -$1 |
| 2.085 Goldman Sachs Strategic Inc (Gszix) | P | 2016-11-30 | 2019-08-26 | $19 | $20 | -$1 | -$1 |
| 0.835 Goldman Sachs Strategic Inc (Gszix) | P | 2016-12-30 | 2019-08-26 | $8 | $8 | ||
| 1.969 Goldman Sachs Strategic Inc (Gszix) | P | 2017-01-31 | 2019-08-26 | $18 | $19 | -$1 | -$1 |
| 2.008 Goldman Sachs Strategic Inc (Gszix) | P | 2017-02-28 | 2019-08-26 | $19 | $19 | ||
| 0.477 Goldman Sachs Strategic Inc (Gszix) | P | 2017-03-31 | 2019-08-26 | $4 | $5 | -$1 | -$1 |
| 2.349 Goldman Sachs Strategic Inc (Gszix) | P | 2017-04-28 | 2019-08-26 | $22 | $22 | ||
| 2.041 Goldman Sachs Strategic Inc (Gszix) | P | 2017-05-31 | 2019-08-26 | $19 | $19 | ||
| 2.159 Goldman Sachs Strategic Inc (Gszix) | P | 2017-06-30 | 2019-08-26 | $20 | $21 | -$1 | -$1 |
| 1.962 Goldman Sachs Strategic Inc (Gszix) | P | 2017-07-31 | 2019-08-26 | $18 | $19 | -$1 | -$1 |
| 2.505 Goldman Sachs Strategic Inc (Gszix) | P | 2017-08-31 | 2019-08-26 | $23 | $24 | -$1 | -$1 |
| 0.927 Goldman Sachs Strategic Inc (Gszix) | P | 2017-09-29 | 2019-08-26 | $9 | $9 | ||
| 1.127 Goldman Sachs Strategic Inc (Gszix) | P | 2017-10-31 | 2019-08-26 | $10 | $11 | -$1 | -$1 |
| 0.737 Goldman Sachs Strategic Inc (Gszix) | P | 2017-11-30 | 2019-08-26 | $7 | $7 | ||
| 0.441 Goldman Sachs Strategic Inc (Gszix) | P | 2017-12-29 | 2019-08-26 | $4 | $4 | ||
| 3.361 Goldman Sachs Strategic Inc (Gszix) | P | 2018-04-30 | 2019-08-26 | $31 | $32 | -$1 | -$1 |
| 3.38 Goldman Sachs Strategic Inc (Gszix) | P | 2018-05-31 | 2019-08-26 | $31 | $32 | -$1 | -$1 |
| 4.48 Goldman Sachs Strategic Inc (Gszix) | P | 2018-06-29 | 2019-08-26 | $41 | $41 | ||
| 3.955 Goldman Sachs Strategic Inc (Gszix) | P | 2018-07-31 | 2019-08-26 | $37 | $37 | ||
| 650.39 Leader Short Duration BD I | P | 2015-05-14 | 2019-10-09 | $5,691 | $6,429 | -$738 | -$738 |
| 1274.725 Leader Short Duration BD I | P | 2017-07-25 | 2019-10-09 | $11,154 | $11,600 | -$446 | -$446 |
| 81 Vanguard Value ETF | P | 2018-01-19 | 2019-10-09 | $8,803 | $8,946 | -$143 | -$143 |
| 541.985 Templeton Global Bond Advisor | P | 2012-08-28 | 2019-11-26 | $5,713 | $7,100 | -$1,387 | -$1,387 |
| 967.907 Templeton Global Bond Advisor | P | 2013-05-08 | 2019-11-26 | $10,202 | $13,270 | -$3,068 | -$3,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,533 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $270 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,873 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $257,643 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03444 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,301 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $258,307 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.02439 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,923 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $248,505 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03188 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,331 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $260,841 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03577 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,909 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $278,637 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02121 | DistributionYr5Rt |
| Total Distribution | 0.147695 | TotalDistributionRt |
| Average Distribution | 0.029539 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $255,345 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,543 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $46 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,589 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,886 | 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 | $46 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $46 | SubtotalAmt |
| Tax Based On Investment Income | $46 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $97 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $97 | TotalPaymentsAndCreditsAmt |
| Overpayment | $51 | OverpaymentAmt |
| Applied To ES Tax | $51 | 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 | false | 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 | Yes (true) | 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 | www.elpuentefoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David R Koehler | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082867400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Jared B Feirstein | ||||||
| 4730 Doyle Road | San Jose | CA | 95129 | Secretary | 2.00 | $0 |
| Russell S Feirstein | ||||||
| 4730 Doyle Road | San Jose | CA | 95129 | Director | 2.00 | $0 |
| Russell S Feirstein | ||||||
| 4730 Doyle Road | San Jose | CA | 95129 | Treasurer | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Provide temporary financial assistance to qualified low-income individuals to enhance their opportunities for success. This assistance can be for housing, educational, medical and/or general living expenses. Multiple benefit applicants were provided with financial assistance during the year. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $251,010 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,223 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $259,233 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $259,233 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,888 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $255,345 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,767 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,886 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $9,886 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $46 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,840 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2002-04-25 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,907 | CurrentYearAmt |
| Year1 | $9,298 | Year1Amt |
| Year2 | $3,100 | Year2Amt |
| Year3 | $2,515 | Year3Amt |
| Total | $19,820 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,171 | CurrentYearAmt |
| Year1 | $7,903 | Year1Amt |
| Year2 | $2,635 | Year2Amt |
| Year3 | $2,138 | Year3Amt |
| Total | $16,847 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,886 | CurrentYearAmt |
| Year1 | $8,951 | Year1Amt |
| Year2 | $6,301 | Year2Amt |
| Year3 | $7,948 | Year3Amt |
| Total | $33,086 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,886 | CurrentYearAmt |
| Year1 | $8,951 | Year1Amt |
| Year2 | $6,301 | Year2Amt |
| Year3 | $7,948 | Year3Amt |
| Total | $33,086 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,511 | CurrentYearAmt |
| Year1 | $8,588 | Year1Amt |
| Year2 | $8,610 | Year2Amt |
| Year3 | $8,283 | Year3Amt |
| Total | $33,992 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Russell S Feirstein | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Consuelo Salas | |||||||
| 125 Southwest Lowe Court | Grants Pass | OR | 97527 | None | I | Rent Assistance | $3,000 |
| Carlos Orozco | |||||||
| 955 W 19th St | Costa Mesa | CA | 92627 | None | I | Rent and Utilities Assistance | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,155 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$9,533 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,161 | ExclusionAmt |
| Related Or Exempt Function Incm | -$9,533 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,372 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $2,045 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,045 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Employee Welfare | $1,125 | $1,125 |
| Office Supplies | $604 | $604 |
| State fee | $112 | $112 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $3,334 | Amt |
| Net Investment Income | $3,334 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,334 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Excise tax | $100 | $100 | $100 |
| Foreign Tax W/H | $90 | $90 | $90 |
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