FIVE ARTS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FIVE ARTS FOUNDATION (EIN 81-6644155)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349107092
- 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
- Schedule B
- Depreciation Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T20:48:24-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BUSH STREET STE 1800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941044425 | 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 | 816644155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIVE ARTS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HELEN BERGGRUEN | InCareOfNm |
| Business Name Control | FIVE | BusinessNameControlTxt |
| Phone | 4156471340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460908 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELEN BERGGRUEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4156471340 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADRIANA LEWIS | PreparerPersonNm |
| PTIN | P00877524 | PTIN |
| Phone | 4153977900 | PhoneNum |
| Preparation | 2020-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.118.108.56 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 94384120203215000051 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AAEA4FFF9DCD2955F2E3A95B813DFFE17561D5CB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 410B46F6AA16C9BC3B96F96DA2DED4174600A965 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $105,045 | 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 | $329,975 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $64 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $64 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $0 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $329,975 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $129,650 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $330,039 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129,714 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $5,093 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $5,093 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,430 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,215 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,215 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $150 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,908 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,908 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,750 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,750 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,389 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $19,389 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,720 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,215 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48,505 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $246,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $246,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $298,620 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,215 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $295,405 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,419 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $126,499 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $68,168 | CashBOYAmt |
| Cash EOY | $99,587 | CashEOYAmt |
| Cash EOYFMV | $99,587 | CashEOYFMVAmt |
| Other Assets BOY | $5,458 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,458 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,458 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $73,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,045 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $105,045 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $73,626 | RetainedEarningBOYAmt |
| Retained Earning EOY | $105,045 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,626 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $105,045 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $73,626 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $105,045 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,626 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,419 | ExcessRevenueOverExpensesAmt |
| Subtotal | $105,045 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $105,045 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 334 SHS IONIS PHARMACEUTICALS | P | 2019-01-22 | 2019-12-02 | $21,369 | $19,355 | $2,014 | $2,014 |
| 196 SHS L3 TECHNOLOGIES INC | P | 2019-01-22 | 2019-06-12 | $47,006 | $35,562 | $11,444 | $11,444 |
| 1278 SHS SEAGATE TECH PLC | P | 2019-01-22 | 2019-12-02 | $75,887 | $49,853 | $26,034 | $26,034 |
| 508 SHS IONIS PHARMACEUTICALS | P | 2019-12-02 | $32,502 | $13,742 | $18,760 | $18,760 | |
| 340 SHS L3 TECHNOLOGIES INC | P | 2019-06-12 | $81,540 | $38,506 | $43,034 | $43,034 | |
| 1207 SHS SEAGATE TECH PLC | P | 2016-01-04 | 2016-12-02 | $71,671 | $43,307 | $28,364 | $28,364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $129,650 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $317,916 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $172,913 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.838589 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $203,110 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $125,012 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.624724 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $214,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,987 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 16.478016 | DistributionYr3Rt |
| Total Distribution | 19.941329 | TotalDistributionRt |
| Average Distribution | 6.64711 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $64,833 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $430,952 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,265 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $432,217 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $295,405 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,530 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,530 | SubtotalAmt |
| Tax Based On Investment Income | $2,530 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,485 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,485 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,955 | OverpaymentAmt |
| Applied To ES Tax | $2,955 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | HELEN BERGGRUEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156471340 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460908 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94146 | 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 |
|---|---|---|---|---|---|---|---|---|
| HELEN BERGGRUEN | ||||||||
| PO BOX 460908 | SAN FRANCISO | CA | 94146 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| HILARY RAND | ||||||||
| PO BOX 460908 | SAN FRANCISO | CA | 94146 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ACTIVITIES OF THE FOUNDATION ARE LIMITED TO GRANT MAKING. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,818 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,002 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,820 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,820 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $987 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,833 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,242 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,242 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,530 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,530 | TotalTaxAmt |
| Distributable Before Adj | $712 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $712 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $712 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $295,405 | 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 | $295,405 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $295,405 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $712 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $199,367 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $311,457 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $510,824 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $295,405 | QualifyingDistributionsAmt |
| Applied To Current Year | $712 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $294,693 | RemainingDistriFromCorpusAmt |
| Total Corpus | $805,517 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $805,517 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $199,367 | ExcessFromYear2Amt |
| Excess From Year1 | $311,457 | ExcessFromYear1Amt |
| Excess From Current Year | $294,693 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HELEN BERGGRUEN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| SAN FRANCISCO CONSERVATORY OF MUSIC | |||||||
| 50 OAK STREET | SAN FRANCISCO | CA | 94102 | NONE & 501(c)(3) | IN SUPPORT OF SAN FRANCISCO CONSERVATORY OF MUSIC | $1,500 | |
| SAN FRANCISCO CONSERVATORY OF MUSIC | |||||||
| 50 OAK STREET | SAN FRANCISCO | CA | 94102 | NONE & 501(c)(3) | IN SUPPORT OF SAN FRANCISCO CONSERVATORY OF MUSIC | $15,000 | |
| MEROLA OPERA PROGRAM | |||||||
| 601 VAN NESS AVENUE SUITE 5 | SAN FRANCISCO | CA | 94102 | NONE & 501(c)(3) | IN SUPPORT OF MEROLA OPERA PROGRAM | $1,850 | |
| WEST EDGE OPERA | |||||||
| 1700 SHATTUCK AVENUE 312 | BERKELEY | CA | 94709 | NONE & 501(c)(3) | IN SUPPORT OF WEST EDGE OPERA | $2,000 | |
| CAL PERFORMANCES | |||||||
| 101 ZELLERBACH HALL 4800 | BERKELEY | CA | 94720 | NONE & 501(c)(3) | IN SUPPORT OF CAL PERFORMANCES | $1,500 | UNIVERSITY OF CALIFORNIA |
| SAN FRANCISCO OPERA | |||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE & 501(c)(3) | IN SUPPORT OF SAN FRANCISCO OPERA | $50,000 | |
| THE METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE & 501(c)(3) | IN SUPPORT OF THE METROPOLITAN OPERA | $1,000 | |
| GREATER FARALLONES ASSOCIATION | |||||||
| PO BOX 29386 | SAN FRANCISCO | CA | 94129 | NONE & 501(c)(3) | IN SUPPORT OF GREATER FARALLONES ASSOCIATION | $250 | |
| SAN FRANCISCO PERFORMANCES | |||||||
| 500 SUTTER STREET | SAN FRANCISCO | CA | 94102 | NONE & 501(c)(3) | IN SUPPORT OF SAN FRANCISCO PERFORMANCES | $10,000 | |
| SAN FRANCISCO OPERA | |||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE & 501(c)(3) | IN SUPPORT OF SAN FRANCISCO OPERA | $50,000 | |
| NAPA VALLEY COMMUNITY FOUNDATION | |||||||
| 3299 CLAREMONT WAY SUITE 2 | NAPA | CA | 94558 | NONE & 501(c)(3) | IN SUPPORT OF NAPA VALLEY COMMUNITY FOUNDATION | $50,000 | |
| SAN FRANCISCO FOUNDATION | |||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | NONE & 501(c)(3) | IN SUPPORT OF SAN FRANCISCO FOUNDATION | $25,000 | |
| COMMUNITY MUSIC CENTER | |||||||
| 544 CAPP STREET | SAN FRANCISCO | CA | 94110 | NONE & 501(c)(3) | IN SUPPORT OF COMMUNITY MUSIC CENTER | $20,000 | |
| THE METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE & 501(c)(3) | IN SUPPORT OF THE METROPOLITAN OPERA | $12,500 | |
| MEROLA OPERA PROGRAM | |||||||
| 601 VAN NESS AVENUE SUITE S | SAN FRANCISCO | CA | 94102 | NONE & 501(c)(3) | IN SUPPORT OF MEROLA OPERA PROGRAM | $3,000 | |
| SF SYMPHONY | |||||||
| 201 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE & 501(c)(3) | IN SUPPORT OF SF SYMPHONY | $2,500 | |
| PACIFIC SINGERS & ACTORS WORKSHOP | |||||||
| 3865 21ST STREET | SAN FRANCISCO | CA | 94114 | NONE & 501(c)(3) | IN SUPPORT OF PACIFIC SINGERS & ACTORS WORKSHOP | $800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $246,900 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64 | 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 | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $64 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| HELEN BERGGUEN | ||||||
| 1 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $128,546 | Yes (X) |
| HELEN BERGGUEN | ||||||
| 2 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $53,871 | Yes (X) |
| HELEN BERGGUEN | ||||||
| 3 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $147,558 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 536 SHS OF L3 TECHNOLOGIES COMMON STOCK | $128,546 | 2019-06-12 |
| 2 | 842 SHS OF IONIS PHARMA COMMON STOCK | $53,871 | 2019-12-04 |
| 3 | 1281 SHS OF SEAGATE TECH PLC COMMON STOCK | $147,558 | 2019-12-04 |
Depreciation Schedule DepreciationSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT | Desc |
| BOY Book Value | $5,458 | BOYBookValueAmt |
| EOY Book Value | $5,458 | EOYBookValueAmt |
| EOYFMV | $5,458 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| contractors | $12,994 | $12,994 |
| equipment and supplies | $1,433 | $1,433 |
| insurance | $4,094 | $4,094 |
| janitorial | $420 | $420 |
| WEBSITE | $232 | $232 |
| CATERING | $216 | $216 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | annual foundation service fee | CategoryTxt |
| Amt | $150 | Amt |
| Disbursements Charitable Prps | $150 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| HELEN BERGGUEN | |||
| PO BOX 460908 | SAN FRANCISCO | CA | 94146 |
| HELEN BERGGUEN | |||
| PO BOX 460908 | SAN FRANCISCO | CA | 94146 |
| HELEN BERGGUEN | |||
| PO BOX 460908 | SAN FRANCISCO | CA | 94146 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt |
|---|
| franchise tax |
| attorney general annual regist |
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