CHARLES A BECKER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES A BECKER FOUNDATION (EIN 33-0758379)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-06
- IRS object ID
- 202041889349101024
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-06T20:38:16-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371420474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fontanello Duffield & Otake LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 Montgomery Street Suite 1305 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | 330758379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Charles A Becker Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 6506784550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Rollins Rd Suite 101 | AddressLine1Txt |
| City | Millbrae | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G Eric Pleschner | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-07-06 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Fontanello | PreparerPersonNm |
| PTIN | P01471027 | PTIN |
| Phone | 4159830200 | 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 | $1,578,326 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $32,385 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,385 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,884 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $287,801 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,884 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$264 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $61,005 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,269 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $78,996 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $78,996 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,473 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,473 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $96 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $96 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,205 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,205 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $50 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $1,551 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $1,551 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,128 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $350 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,778 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $104,499 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $400 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $104,099 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,440 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,440 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $186,939 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $400 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $186,539 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$125,934 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,869 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $50,694 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $187,619 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $187,619 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,400 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $22,857 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $22,583 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $22,583 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,068,476 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,150,247 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,150,247 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $70,076 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $29,434 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $29,434 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $162,771 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $188,443 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $188,443 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,197 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,197 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,380,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,578,326 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,578,326 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,990 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,188 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,990 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,188 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,378,284 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,378,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,577,138 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,380,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,578,326 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,378,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$125,934 | ExcessRevenueOverExpensesAmt |
| Other Increases | $324,788 | OtherIncreasesAmt |
| Subtotal | $1,577,138 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,577,138 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Sales of Publicly Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2012-12-12 | AcquiredDt |
| Sold | 2019-12-12 | SoldDt |
| Gross Sales Price | $287,801 | GrossSalesPriceAmt |
| Cost Or Other Basis | $258,917 | CostOrOtherBasisAmt |
| Gain Or Loss | $28,884 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $28,884 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,884 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $272,948 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,465,393 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.18626 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $140,366 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,454,884 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.09648 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $176,527 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,489,325 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.11853 | DistributionYr3Rt |
| Total Distribution | 0.401270 | TotalDistributionRt |
| Average Distribution | 0.133757 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,328,635 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $177,714 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $609 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $178,323 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $186,539 | 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 | $609 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $609 | SubtotalAmt |
| Tax Based On Investment Income | $609 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $390 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $390 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $219 | TaxDueAmt |
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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G Eric Pleschner | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6506784550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Rollins Rd Suite 101 | AddressLine1Txt |
| City | Millbrae | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94030 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| G Eric Pleschner | |||||||
| 10 Rollins Rd Suite 101 | Millbrae | CA | 94030 | President | 30.00 | $72,438 | $6,558 |
| Basil Chidi | |||||||
| 10 Rollins Rd Suite 101 | Millbrae | CA | 94030 | Secretary | 1.50 | $0 | |
| Dan Ela | |||||||
| 10 Rollins Rd Suite 101 | Millbrae | CA | 94030 | Director | 1.00 | $0 | |
| Chip Rich | |||||||
| 10 Rollins Rd Suite 101 | Millbrae | CA | 94030 | Treasurer | 1.50 | $0 | |
| Diane Steele | |||||||
| 10 Rollins Rd Suite 101 | Millbrae | CA | 94011 | 94030 | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,229,786 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $119,082 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,348,868 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,348,868 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,233 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,328,635 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,432 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,432 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $609 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $609 | TotalTaxAmt |
| Distributable Before Adj | $65,823 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $65,823 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $65,823 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $186,539 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $186,539 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $609 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $185,930 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,823 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $102,889 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $68,365 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $200,356 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $371,610 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $186,539 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $65,823 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $120,716 | RemainingDistriFromCorpusAmt |
| Total Corpus | $492,326 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $492,326 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $102,889 | ExcessFromYear3Amt |
| Excess From Year2 | $68,365 | ExcessFromYear2Amt |
| Excess From Year1 | $200,356 | ExcessFromYear1Amt |
| Excess From Current Year | $120,716 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Ocean Shore School PTO | |||||||
| 411 Oceana Blvd | Pacifica | CA | 94044 | N/A | PC | General Support | $15,000 |
| Sojourn To the Past | |||||||
| 10 Rollins Rd 101 | Millbrae | CA | 94030 | N/A | PC | General Support | $10,000 |
| San Jose State University | |||||||
| 1 Washington Sq | San Jose | CA | 95192 | N/A | PC | Athletics | $4,360 |
| San Francisco Museum of Modern Art | |||||||
| 151 3rd Street | San Francisco | CA | 94103 | N/A | PC | General Support | $1,120 |
| Fine Arts Museums of San Francisco | |||||||
| 50 Hagiwara Tea Garden Drive | San Francisco | CA | 94118 | N/A | PC | General Support | $209 |
| Voice of Witness | |||||||
| 849 Valencia St | San Francisco | CA | 94110 | N/A | PC | General Support | $20,000 |
| Boldly Me | |||||||
| 39843 Paseo Padre Pkwy Suite G | Fremont | CA | 94538 | N/A | PC | General Support | $5,000 |
| PBS | |||||||
| 2100 Crystal Drive | Arlington | VA | 22202 | N/A | PC | General Support | $726 |
| Tides | |||||||
| 1012 Torney Ave | San Francico | CA | 94129 | N/A | PC | General Support | $325 |
| 100 Cameras | |||||||
| 601 W 26th Street 325-211 | New York | NY | 10001 | N/A | PC | General Support | $5,000 |
| Art To Change The World | |||||||
| 2323 Monroe St NE | Minneapolis | MN | 55418 | N/A | PC | General Support | $10,000 |
| The Monthly Salon Boris Goldmund | |||||||
| 870 Market St 1260 | San Francisco | CA | 94102 | N/A | PC | General Support | $200 |
| Center For Employment Training | |||||||
| 701 Vine St 216 | San Jose | CA | 95110 | N/A | PC | General Support | $5,000 |
| DoveLewis Animal Hospital | |||||||
| 1945 NW Pettygrove St | Portland | OR | 97209 | N/A | PC | General Support | $1,000 |
| Tides Center First Exposures | |||||||
| PO Box 29907 | San Francisco | CA | 94129 | N/A | PC | General Support | $4,000 |
| Oregon Food Bank Tillamook | |||||||
| 1760 Wilson River Loop | Tillamook | OR | 97141 | N/A | PC | General Support | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,440 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,385 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,884 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Income | Desc |
| Unrelated Business Taxbl Incm | -$264 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$264 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $61,269 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,005 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting Fees | $1,425 | $0 | $0 | $1,425 |
| Tax Preparation Fees | $4,780 | $0 | $0 | $4,780 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Citigroup Inc, 4.500% 1/14/22 | $4,194 | $4,194 |
| Microsoft Corp, 3.00% 10/1/20 | $25,240 | $25,240 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Amgen Inc, 850 Sh | $168,749 | $168,749 |
| Apple Inc, 725 Sh | $212,896 | $212,896 |
| Cisco Systems Inc, 1,420 Sh | $68,095 | $68,095 |
| Du Pont E I De Nemours, 271 Sh | $17,398 | $17,398 |
| Exxon Mobil Corp, 800 Sh | $55,824 | $55,824 |
| Intel Corp, 1,700 Sh | $101,745 | $101,745 |
| Johnson & Johnson Co, 850 Sh | $123,990 | $123,990 |
| Microsoft Corp, 1,700 Sh | $268,090 | $268,090 |
| Phillips 66 Co, 150 Sh | $16,712 | $16,712 |
| Procter & Gamble Co, 500 Sh | $62,450 | $62,450 |
| Wallgreens Boots Alliance Inc, 700 Sh | $41,272 | $41,272 |
| Dow Inc, 238 Sh | $13,026 | $13,026 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $22,583 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $22,583 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Vanguard Dividend ETF, 1000 Sh | FMV | $124,660 | $124,660 |
| Invesco QQQ, 300 Sh | FMV | $63,783 | $63,783 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| Furniture and Fixtures | $152 | $152 |
| Machinery and Equipment | $2,045 | $2,045 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $96 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $96 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Fees | $350 | $350 | |
| Filing Fees | $49 | $49 | |
| Insurance Expenses | $520 | $520 | |
| Miscellaneous Expense | $1,618 | $1,618 | |
| Office Supplies & Expenses | $463 | $463 | |
| Payroll Processing Fees | $128 | $128 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Income | Desc |
| Revenue And Expenses Per Books | -$264 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax on Investments | CategoryTxt |
| Amt | $50 | Amt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
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