CHIP CONLEY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHIP CONLEY FOUNDATION (EIN 81-3243129)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-28
- IRS object ID
- 202042419349100309
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-28T13:35:05-05:00 | 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 | 813243129 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chip Conley Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LYNDA MALONE | InCareOfNm |
| Business Name Control | CHIP | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2342 Shattuck Ave Suite 886 | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE CONLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4152485944 | PhoneNum |
| Signature | 2020-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL CAMPBELL CPA | PreparerPersonNm |
| PTIN | P00624713 | PTIN |
| Phone | 4153977900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.23.174.238 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 94384120202415000019 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-08-28 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9F6E0D6526C8DA5066611E2E41E399C872D037B8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9F6E0D6526C8DA5066611E2E41E399C872D037B8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,241,207 | 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 | $393,357 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $27,078 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,078 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,969 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $239,653 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,969 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $475,404 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,047 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $72,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $17,840 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,784 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,056 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $126 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $126 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,358 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $268 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,090 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,324 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,178 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $89,146 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $229,031 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $229,031 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $328,355 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,178 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $318,177 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $147,049 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,869 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $104,517 | CashBOYAmt |
| Cash EOY | $77,131 | CashEOYAmt |
| Cash EOYFMV | $77,131 | CashEOYFMVAmt |
| Corporate Stock BOY | $684,236 | CorporateStockBOYAmt |
| Corporate Stock EOY | $719,584 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $933,468 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $102,879 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $230,546 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $230,608 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $891,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,027,261 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,241,207 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $17,122 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $23,947 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $17,122 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,947 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $874,510 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,003,314 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $874,510 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,003,314 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $891,632 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,027,261 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $874,510 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $147,049 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,173 | OtherIncreasesAmt |
| Subtotal | $1,030,732 | SubtotalAmt |
| Other Decreases | $27,418 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,003,314 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| ML#2554 | P | $812 | $812 | $812 | |
| ML#2554 | D | $238,841 | $54,157 | $54,157 | $184,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,969 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $340,502 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,068,167 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.318772 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $650,179 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,035,979 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.627599 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $253,207 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $796,900 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.31774 | DistributionYr3Rt |
| Total Distribution | 1.264111 | TotalDistributionRt |
| Average Distribution | 0.42137 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,178,119 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $496,424 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $719 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $497,143 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $318,177 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,437 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,437 | SubtotalAmt |
| Tax Based On Investment Income | $1,437 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,947 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,947 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $510 | OverpaymentAmt |
| Applied To ES Tax | $510 | 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 |
| 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 | LYNDA MALONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152485933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 83 JOHN STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANNE CONLEY | ||||||||
| 2342 Shattuck Ave | Berkeley | CA | 94704 | PRESIDENT, DIR, ASST SECRETARY | 0 | $80,000 | $0 | $0 |
| Stephen T Conley | ||||||||
| 2342 Shattuck Ave | Berkeley | CA | 94704 | DIRECTOR & CHAIRMAN | 0 | $0 | $0 | $0 |
| Oren Bronstein | ||||||||
| 1605 18th Street | San Francisco | CA | 94107 | Director | 0 | $0 | $0 | $0 |
| Lynda Malone | ||||||||
| 83 John Street | San Francisco | CA | 94133 | Director, CFO, Secretary | 0 | $0 | $0 | $0 |
| Debra Amador DeLaRosa | ||||||||
| 1 DR CARLTON B GOODLETT PL | SAN FRANCISCO | CA | 94102 | Director | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,112,123 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,937 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,196,060 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,196,060 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,941 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,178,119 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,906 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,906 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,437 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,437 | TotalTaxAmt |
| Distributable Before Adj | $57,469 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $57,469 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $57,469 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $318,177 | 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 | $318,177 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $318,177 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,469 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $214,783 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $599,416 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $287,708 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,101,907 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $318,177 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $57,469 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $260,708 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,362,615 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,362,615 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $214,783 | ExcessFromYear3Amt |
| Excess From Year2 | $599,416 | ExcessFromYear2Amt |
| Excess From Year1 | $287,708 | ExcessFromYear1Amt |
| Excess From Current Year | $260,708 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN T CONLEY JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| SF JAPANTOWN FDN | |||||||
| 360 POST ST | SAN FRANCISCO | CA | 94108 | NONE & SEC. 501(C)(3) | IN SUPPORT OF SF JAPANTOWN FDN | $1,000 | |
| FRAMELINE | |||||||
| 145 NINTH ST 300 | SAN FRANCISCO | CA | 94103 | NONE & SEC. 501(C)(3) | IN SUPPORT OF FRAMELINE | $22,054 | |
| SIERRA SCHOOL | |||||||
| 220 BLAKE AVE | SANTA CLARA | CA | 95051 | NONE & SEC. 501(C)(3) | IN SUPPORT OF SIERRA SCHOOL | $9,790 | |
| OUTWARDS | |||||||
| 1016 LINCOLN BLVD 316 | SAN FRANCISCO | CA | 94129 | NONE & SEC. 501(C)(3) | IN SUPPORT OF OUTWARDS | $2,500 | |
| ILLUMINATE THE ARTS | |||||||
| 810 5TH AVE STE 200 | SAN RAFAEL | CA | 94901 | NONE & SEC. 501(C)(3) | IN SUPPORT OF ILLUMINATE THE ARTS | $51,758 | |
| YOUTH SPEAKS | |||||||
| 1663 MISSION ST | SAN FRANCISCO | CA | 94103 | NONE & SEC. 501(C)(3) | IN SUPPORT OF YOUTH SPEAKS | $40,611 | |
| START OUT | |||||||
| 555 MISSION ST SUITE 2414 | SAN FRANCISCO | CA | 94111 | NONE & SEC. 501(C)(3) | IN SUPPORT OF STARTOUT | $5,312 | |
| IDA | |||||||
| 4850 MARK CENTER DRIVE | ALEXANDRIA | VA | 223111882 | NONE & SEC 501 (C)(3) | IN SUPPORT OF IDA | $11,694 | |
| FRIENDS OF SAN FRANCISCO | |||||||
| 1450 Divisadero St Apt 107 | SAN FRANCISCO | CA | 94118 | NONE & SEC 501 (C)(3) | IN SUPPORT OF FRIENDS OF SAN FRANCISCO | $500 | |
| A PLACE CALLED HOME | |||||||
| 2830 SOUTH CENTRAL AVENUE | LOS ANGELES | CA | 90011 | NONE & SEC 501 (C)(3) | IN SUPPORT OF A PLACE CALLED HOME | $600 | |
| SF STATE HOSPITALITY | |||||||
| SAN FRANCISCO STATE UNIVERSITY | SAN FRANCISCO | CA | 94132 | NONE & SEC 501 (C)(3) | IN SUPPORT OF SF SATE HOSPITALITY AND TOURISM MANAGEMENT DEPARTMENT | $250 | 1600 HOLLOWAY AVENUE |
| REAL OPTIONS FOR CITY KIDS | |||||||
| 73 LELAND AVENUE | SAN FRANCISCO | CA | 94134 | NONE & SEC 501 (C)(3) | IN SUPPORT OF REAL OPTIONS FOR CITY KIDS | $15,867 | |
| GLIDE | |||||||
| 330 ELLIS STREET | SAN FRANCISCO | CA | 94102 | NONE & SEC 501 (C)(3) | IN SUPPORT OF GLIDE | $51,123 | |
| SOMARTS CULTRUAL | |||||||
| 934 BRANNAN STREET | SAN FRANCISCO | CA | 94103 | NONE & SEC 501 (C)(3) | IN SUPPORT OF SOMARTS | $369 | |
| TNDC | |||||||
| 201 EDDY STREET | SAN FRANCISCO | CA | 94102 | NONE & SEC 501 (C)(3) | IN SUPPORT OF TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORP | $10,028 | |
| INSIGHT GARDEN PROGRAM | |||||||
| 2345 WOOLSEY ST | BERKELEY | CA | 94705 | NONE & SEC 501 (C)(3) | IN SUPPORT OF INSIGHT GARDEN PROGRAM | $500 | |
| PADRINO CHILDREN'S FOUNDATION | |||||||
| 302 WASHINGTON ST | SAN DIEGO | CA | 92103 | NONE & SEC 501 (C)(3) | IN SUPPORT OF PADRINO CHILDREN'S FOUNDATION | $3,500 | |
| INTL COMM FDN | |||||||
| 2505 N AVENUE | NATIONAL CITY | CA | 91950 | NONE & SEC 501 (C)(3) | IN SUPPORT OF INTERNATIONAL COMMUNITY FOUNDATION | $1,575 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $229,031 | 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 | $27,078 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,969 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $82,047 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,047 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Stephen T Conley Jr | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Anne Conley 2342 Shattuck Ave | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $389,857 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SECURITIES ON NYSE | NoncashPropertyDesc |
| Fair Market Value | $387,935 | FairMarketValueAmt |
Depreciation Schedule DepreciationSchedule
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $27,418 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,156 | $116 | $1,040 |
| BANK FEE | $152 | $152 | |
| REGISTRATION FEE | $50 | $50 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS FMV OVER COST ON CONTRIBUTED PROP | Desc |
| Amt | $9,173 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen T Conley Jr | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Anne Conley 2342 Shattuck Ave | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
Comments