JA COMMUNITY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JA COMMUNITY FOUNDATION (EIN 47-5147963)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202033189349103173
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-13T16:52:08-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261367143PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NAVOLIO & TALLMAN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 MISSION ST STE 650AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475147963EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JA COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJACOBusinessNameControlTxt
Phone8004006633PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1180 GRAND AVENUE NO 1530AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN DIVIZICHPersonNm
Person TitleCHIEF EXECUTIVEPersonTitleTxt
Phone8004006633PhoneNum
Signature2020-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY MESSERSCHMIDTPreparerPersonNm
PTINP01345672PTIN
Phone4159561750PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.28.108.90IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-11IPDt
IP Tm15:13:01IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id04189F70CCDFD69CC3B471B2266D828CE92A78A2AtSubmissionCreationDeviceId
At Submission Filing Device Id4FA88E30EC4CB1DD3932D3A03EE249AD92E26A20AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,983,750FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$69,882DividendsRevAndExpnssAmt
Dividends Net Invst Incm$69,882DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$124,495NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$944,211GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$124,495CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$194,377TotalRevAndExpnssAmt
Total Net Invst Incm$194,377TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$13,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,350CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$12,150CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,366LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$237LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,129LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$300AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,700AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$12,155OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,216OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$10,940OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,142TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$229,619OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$40,619OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$189,000OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$261,782TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$43,722TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$216,919TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$349,667ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$349,667ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$611,449TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$43,722TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$566,586TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$417,072ExcessRevenueOverExpensesAmt
Net Investment Income$150,655NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$165,519CashBOYAmt
Cash EOY$26,989CashEOYAmt
Cash EOYFMV$26,989CashEOYFMVAmt
Sav And Temp Cash Invst BOY$152,574SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$189,367SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$189,367SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,758,421CorporateStockBOYAmt
Corporate Stock EOY$1,510,759CorporateStockEOYAmt
Corporate Stock EOYFMV$1,818,313CorporateStockEOYFMVAmt
Corporate Bonds BOY$995,148CorporateBondsBOYAmt
Corporate Bonds EOY$928,607CorporateBondsEOYAmt
Corporate Bonds EOYFMV$948,363CorporateBondsEOYFMVAmt
Other Assets BOY$1,850OtherAssetsBOYAmt
Other Assets EOY$718OtherAssetsEOYAmt
Other Assets EOYFMV$718OtherAssetsEOYFMVAmt
Total Assets BOY$3,073,512TotalAssetsBOYAmt
Total Assets EOY$2,656,440TotalAssetsEOYAmt
Total Assets EOYFMV$2,983,750TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,073,512RetainedEarningBOYAmt
Retained Earning EOY$2,656,440RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,073,512TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,656,440TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,073,512TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,656,440TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,073,512TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$417,072ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,656,440SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,656,440TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UNION BANK #0740P$57,643$49,223$8,420$8,420
UNION BANK #0740P$886,568$770,493$116,075$116,075
FieldValueIRS element (for citing)
Capital Gain Net Income$124,495CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$441,044AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,465,651NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.127262DistributionYr1Rt
Adjusted Qlfy Distri Yr2$206,810AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,719,429NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055603DistributionYr2Rt
Adjusted Qlfy Distri Yr3$111,723AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,815,944NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.039675DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$290,336NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.222540TotalDistributionRt
Average Distribution0.055635AverageDistributionRt
Net Vl Noncharitable Assets$3,065,666NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$170,558AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,507NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$172,065AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$566,586QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,507InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,507SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,507TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$718EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,718TotalPaymentsAndCreditsAmt
Es Penalty$11EsPenaltyAmt
Overpayment$200OverpaymentAmt
Applied To ES Tax$200AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJA HEALTH BENEFITS TRUSTIndividualWithBooksNm
Phone8004006633PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1180 GRAND AVENUE NO 1530AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DR LEROY MORISHITA
180 GRAND AVENUE NO 1530OAKLANDCA94612PRESIDENT & DIRECTOR0.50$0$0$0
DOUG URATA
180 GRAND AVENUE NO 1530OAKLANDCA94612VICE-PRESIDENT & DIRECTOR2.00$2,250$0$0
CAROL NISHITA
180 GRAND AVENUE NO 1530OAKLANDCA94612SECRETARY & DIRECTOR2.00$2,250$0$0
JAMES OSHIMA
180 GRAND AVENUE NO 1530OAKLANDCA94612TREASURER & DIRECTOR1.00$2,250$0$0
KEVIN NAGATA
180 GRAND AVENUE NO 1530OAKLANDCA94612DIRECTOR2.00$2,250$0$0
EDWARD ODA
180 GRAND AVENUE NO 1530OAKLANDCA94612DIRECTOR2.00$2,250$0$0
SHIG NAITO
180 GRAND AVENUE NO 1530OAKLANDCA94612DIRECTOR0.50$0$0$0
KIKUO NAKAHARA
180 GRAND AVENUE NO 1530OAKLANDCA94612DIRECTOR0.50$0$0$0
CAROLE YAMAKOSHI
180 GRAND AVENUE NO 1530OAKLANDCA94612DIRECTOR2.00$2,250$0$0
STEPHEN DIVIZICH
180 GRAND AVENUE NO 1530OAKLANDCA94612CHIEF EXECUTIVE20.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,723,860AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$388,491AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,112,351TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,112,351AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,685CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,065,666NetVlNoncharitableAssetsAmt
Minimum Investment Return$153,283MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$153,283MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,507TaxBasedOnInvestmentIncomeAmt
Total Tax$1,507TotalTaxAmt
Distributable Before Adj$151,776DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$151,776DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$151,776DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$566,586ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$566,586QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,507PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$565,079AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$151,776DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$262,093ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$262,093TotalExcessDistributionCyovAmt
Qualifying Distributions$566,586QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$151,776AppliedToCurrentYearAmt
Remaining Distri From Corpus$414,810RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$676,903TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$676,903ExcessDistriCyovToNextYrAmt
Excess From Year1$262,093ExcessFromYear1Amt
Excess From Current Year$414,810ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
GO FOR BROKE NATIONAL EDUCATION CENTER
355 E FIRST STREET SUITE 200LOS ANGELESCA90012501(C)(3)COMMUNITY OUTREACH$5,000
J-SEI INC
1285 66TH STREETEMERYVILLECA94608501(C)(3)COMMUNITY OUTREACH$25,000
KIMOCHI INC
1715 BUCHANAN STREETSAN FRANCISCOCA94115501(C)(3)COMMUNITY OUTREACH$15,000
NATIONAL JAPANESE AMERICAN HISTORICAL SOCIETY
1684 POST STREETSAN FRANCISCOCA94115501(C)(3)COMMUNITY OUTREACH$35,000
TANFORAN ASSEMBLY CENTER MEMORIAL COMMITTEE
PO BOX 5285RICHMONDCA94805501(C)(3)COMMUNITY OUTREACH$25,000
MEALS ON WHEELS BY ACC
7375 PARK CITY DRIVESACRAMENTOCA95831501(C)(3)COMMUNITY OUTREACH$22,000
NICHI BEI FOUNDATION
1832 BUCHANAN STREETSAN FRANCISCOCA94115501(C)(3)COMMUNITY OUTREACH$24,500
THE PACIFIC CITIZEN
123 ASTRONAUT ELLISON S ONIZUKALOS ANGELESCA90012501(C)(3)COMMUNITY OUTREACH$21,000STREET SUITE 313
SAN JOSE TAIKO
150 S MONTGOMERY ST ASAN JOSECA95110501(C)(3)COMMUNITY OUTREACH$35,000
NALC USA
2310 MASON STREET 3SAN FRANCISCOCA94133501(C)(3)COMMUNITY OUTREACH$5,000
JAPANTOWN TASK FORCE INC
1765 SUTTER STREETSAN FRANCISCOCA94115501(C)(3)COMMUNITY OUTREACH$5,000
AMERICAN RIVER CONSERVANCY
348 CALIFORNIA 49COLOMACA95613501(C)(3)COMMUNITY OUTREACH$5,000
CAL STATE FULLERTON PHILANTHROPIC FOUNDATION
2600 NUTWOOD AVENUE SUITE 830FULLERTONCA92831501(C)(3)COMMUNITY OUTREACH$1,100
GRATEFUL CRANE ENSEMBLE
PO BOX 1600SIERRA MADRECA91025501(C)(3)COMMUNITY OUTREACH$5,000
JAPANESE AMERICAN MUSEUM OF SAN JOSE
535 N 5TH STREETSAN JOSECA95112501(C)(3)COMMUNITY OUTREACH$5,000
JAN KEN PO GAKKO
9040 HIGH TECH CTELK GROVECA95758501(C)(3)COMMUNITY OUTREACH$782
SAN DIEGO CHAPTER JACL
2317 MICA ROADCARLSBADCA92009501(C)(3)COMMUNITY OUTREACH$5,000
SAN FRANCISCO CHAPTER JACL
1770 POST ST 279SAN FRANCISCOCA94115501(C)(3)COMMUNITY OUTREACH$3,100
YU-AI KAI
588 N 4TH STREETSAN JOSECA95112501(C)(3)COMMUNITY OUTREACH$24,035
EDEN TOWNSHIP JAPANESE COMMUNITY CENTER
710 ELGIN STREETSAN LORENZOCA94580501(C)(3)COMMUNITY OUTREACH$50,000
FOUR RIVERS CULTURAL CENTER
676 SW 5TH AVENUEONTARIOOR97914501(C)(3)COMMUNITY OUTREACH$5,000
SANGAM ARTS
PO BOX 455SANTA CLARACA95052501(C)(3)COMMUNITY OUTREACH$5,000
FLORIN JAPANESE AMERICAN CITIZENS LEAGUE
PO BOX 292634SACRAMENTOCA95829501(C)(3)COMMUNITY OUTREACH$4,650
VENICE-WEST LOS ANGELES JACL
PO BOX 251436LOS ANGELESCA90025501(C)(3)COMMUNITY OUTREACH$3,500
JAPANESE AMERICAN CITIZENS LEAGUE
1765 SUTTER STREETSAN FRANCISCOCA94115501(C)(3)COMMUNITY OUTREACH$5,000
EAST SAN GABRIEL VALLEY JAPANESE COMMUNITY CENTER
1203 W PUENTE AVENUEWEST COVINACA91790501(C)(3)COMMUNITY OUTREACH$5,000
JAPANESE AMERICAN CULTURAL AND COMMUNITY CENTER
244 SAN PEDRO STREETLOS ANGELESCA90012501(C)(3)COMMUNITY OUTREACH$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$349,667TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$69,882ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$124,495ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$194,377ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$194,377TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,000Amt
Net Investment Income$300NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,700DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$928,607EOYBookValueAmt
EOYFMV$948,363EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$1,510,759EOYBookValueAmt
EOYFMV$1,818,313EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,366LegalFeesAmt
Net Investment Income$237NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,129DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDEPOSITS - FEDERAL TAXDesc
BOY Book Value$1,850BOYBookValueAmt
EOY Book Value$718EOYBookValueAmt
EOYFMV$718EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISOR FEES$19,619$19,619$0
OPERATIONS EXPENSE$210,000$21,000$189,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONTRACT SERVICESCategoryTxt
Amt$12,155Amt
Net Investment Income$1,216NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,940DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$1,132$0$0
FRANCHISE TAX$10$0$0

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