ASIAN PACIFIC FUND: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ASIAN PACIFIC FUND (EIN 94-3201522)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-31
- IRS object ID
- 201913049349301706
- Schema version
- 2018v3.1
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-31T13:04:32-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330835986 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUAR MILNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 9TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941051815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943201522 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASIAN PACIFIC FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASIA | BusinessNameControlTxt |
| Phone | 4153959985 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 465 CALIFORNIA STREET NO 809 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AUDREY YAMAMOTO | PersonNm |
| Person Title | PRESIDENT & EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4153959985 | PhoneNum |
| Signature | 2019-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOUA LO | PreparerPersonNm |
| PTIN | P01225144 | PTIN |
| Phone | 4157812500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.6.48.101 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-29 | IPDt |
| IP Tm | 10:48:56 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9DB202173B6802AD9552B18A6F36CA7E69682BA0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 04688926A99AB1187F8A3E5828E2B676A02AA1A4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AUDREY YAMAMOTO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 465 CALIFORNIA STREET NO 809 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,861,564 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ASIANPACIFICFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE ASIAN PACIFIC FUND IS TO STRENGTHEN THE ASIAN AND PACIFIC ISLANDER COMMUNITY IN THE BAY AREA BY INCEASING PHILANTHROPY AND SUPPORTING THE ORGANIZATIONS THAT SERVE OUR MOST VULNERABLE COMMUNITY MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 65 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,182,260 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,774,829 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $313,615 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,646,060 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $58 | CYOtherRevenueAmt |
| PY Total Revenue | $1,495,875 | PYTotalRevenueAmt |
| CY Total Revenue | $3,420,947 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $335,853 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,140,270 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $266,357 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $517,314 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $113,244 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $196,367 | PYOtherExpensesAmt |
| CY Other Expenses | $327,845 | CYOtherExpensesAmt |
| PY Total Expenses | $798,577 | PYTotalExpensesAmt |
| CY Total Expenses | $1,985,429 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $697,298 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,435,518 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,609,670 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,711,745 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $348,654 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $308,648 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,261,016 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,403,097 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE ASIAN PACIFIC FUND IS TO STRENGTHEN THE ASIAN AND PACIFIC ISLANDER COMMUNITY IN THE BAY AREA BY INCREASING PHILANTHROPY AND SUPPORTING THE ORGANIZATIONS THAT SERVE OUR MOST VULNERABLE COMMUNITY MEMBERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,536,276 | ExpenseAmt |
| Grant | $1,140,270 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | GRANTS AND SCHOLARSHIPS TO NON-PROFIT ORGANIZATIONS SERVING THE BAY AREA'S MOST VULNERABLE ASIAN AND PACIFIC ISLANDERS - ASIAN PACIFIC FUND DISTRIBUTED $897,654 IN GRANTS. OF THIS, $1,956 CAME FROM GENERAL FUND 101 AND THE REST $895,698 CAME FROM THE VARIOUS DAF'S TO A DIVERSE GROUP OF ASIAN ORGANIZATIONS IN THE BAY AREA AND OTHER NON-PROFIT ORGANIZATIONS. THESE GRANTS INCLUDED CAPACITY BUILDING, SUPPORT FOCUSED LEADERSHIP DEVELOPMENT, FUNDRAISING AND TECHNOLOGY FOR ITS AFFILIATE ORGANIZATIONS, AND FUNDING FOR A CITIZENSHIP AND CIVIC ENGAGEMENT INITIATIVE. THE FUND DISTRIBUTED $242,616 IN SCHOLARSHIPS TO 124 STUDENTS, ALL SUPPORTED BY INDIVIDUAL DONORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $77,407 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SERVICES FOR AFFILIATE ORGANIZATIONS - THIS INCLUDES HELPING 70 SAN FRANCISCO BAY AREA ORGANIZATIONS WITH INFORMATION, CONSULTATIONS, AND WORKSHOPS TO STRENGTHEN THEIR ORGANIZATIONAL CAPACITY IN AREAS SUCH AS FUND DEVELOPMENT, DATA MANAGEMENT, PROGRAM EXPANSION, AND SUCCESSION PLANNING SERVICE TO AFFILIATE ORGANIZATIONS. ALSO, THIS INCLUDES REGULAR OUTREACH TO BRING INFORMATION ABOUT THE NEEDS OF NON-PROFITS TO THE ATTENTION OF POTENTIAL DONORS, TO BUILD COMMUNITY AMONG AFFILIATE ORGANIZATIONS. AN ANNUAL WORKSHOP IS CONDUCTED THAT FOCUSES ON BUILDING THEIR CAPACITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,613,683 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CECILIA ENG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4153959985 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 465 CALIFORNIA ST SUITE 809 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ANDREW LY | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TOM COLE | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NELSON ISHIYAMA | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAURA CHING | ||||||
| DIRECTOR (THROUGH 3/18) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHRYN KO CHOU | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID CHUN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER Y CHUNG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINA BUI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY YAO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAN KANG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE CHEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HUIFEN CHAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RAJ MATHAI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EMERALD YEH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL YOSHIKAMI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AUDREY YAMAMOTO | ||||||
| PRESIDENT & EXEC DIRECTOR | 40.00 | Yes (X) | $150,000 | $0 | $7,202 | |
| MICHAEL NOBLEZA | ||||||
| VICE-PRESIDENT | 40.00 | Yes (X) | $117,250 | $0 | $6,408 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $267,250 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,610 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $394,036 | FundraisingAmt |
| All Other Contributions | $1,380,793 | AllOtherContributionsAmt |
| Noncash Contributions | $27,460 | NoncashContributionsAmt |
| Total Contributions | $1,774,829 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $494,842 | TotalRevenueColumnAmt |
| Exclusion | $494,842 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,443,560 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,292,342 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,151,218 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,151,218 | TotalRevenueColumnAmt |
| Exclusion | $1,151,218 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $148,275 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $394,036 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $148,275 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $58 | TotalRevenueColumnAmt |
| Exclusion | $58 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $58 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,420,947 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,646,118 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,002,770 | TotalAmt |
| Program Services | $1,002,770 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,500 | TotalAmt |
| Program Services | $137,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,250 | TotalAmt |
| Program Services | $188,713 | ProgramServicesAmt |
| Management And General | $7,500 | ManagementAndGeneralAmt |
| Fundraising | $71,037 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,880 | TotalAmt |
| Program Services | $115,105 | ProgramServicesAmt |
| Management And General | $28,531 | ManagementAndGeneralAmt |
| Fundraising | $34,244 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,520 | TotalAmt |
| Program Services | $26,867 | ProgramServicesAmt |
| Management And General | $13,653 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,664 | TotalAmt |
| Program Services | $21,869 | ProgramServicesAmt |
| Management And General | $1,934 | ManagementAndGeneralAmt |
| Fundraising | $7,861 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,200 | TotalAmt |
| Management And General | $2,200 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,827 | TotalAmt |
| Management And General | $64,827 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,432 | TotalAmt |
| Management And General | $66,432 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,997 | TotalAmt |
| Program Services | $2,230 | ProgramServicesAmt |
| Management And General | $8,767 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336 | TotalAmt |
| Management And General | $336 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,866 | TotalAmt |
| Program Services | $19,679 | ProgramServicesAmt |
| Management And General | $22,085 | ManagementAndGeneralAmt |
| Fundraising | $102 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,470 | TotalAmt |
| Management And General | $2,470 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,919 | TotalAmt |
| Program Services | $45,234 | ProgramServicesAmt |
| Management And General | $22,685 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,331 | TotalAmt |
| Program Services | $51,277 | ProgramServicesAmt |
| Management And General | $12,054 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,325 | TotalAmt |
| Management And General | $3,325 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,662 | TotalAmt |
| Program Services | $2,439 | ProgramServicesAmt |
| Management And General | $1,223 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC EXPENSES | Desc |
| Total | $480 | TotalAmt |
| Management And General | $480 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,985,429 | TotalAmt |
| Program Services | $1,613,683 | ProgramServicesAmt |
| Management And General | $258,502 | ManagementAndGeneralAmt |
| Fundraising | $113,244 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $775,317 | BOYAmt |
| EOY | $866,791 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,000 | BOYAmt |
| EOY | $16,500 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,722 | BOYAmt |
| EOY | $29,225 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,361 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,592 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,941 | BOYAmt |
| EOY | $5,769 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,016,083 | BOYAmt |
| EOY | $13,170,411 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,607 | BOYAmt |
| EOY | $623,049 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,609,670 | BOYAmt |
| EOY | $14,711,745 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,286 | BOYAmt |
| EOY | $57,322 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,386 | BOYAmt |
| EOY | $33,479 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,982 | BOYAmt |
| EOY | $217,847 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,654 | BOYAmt |
| EOY | $308,648 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,737,734 | BOYAmt |
| EOY | $2,633,461 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,716,441 | BOYAmt |
| EOY | $11,769,636 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,806,841 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,261,016 | BOYAmt |
| EOY | $14,403,097 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,609,670 | BOYAmt |
| EOY | $14,711,745 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,435,518 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,275,065 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$18,372 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,551,976 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,428,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,150,038 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,182,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,774,829 | CurrentTaxYearAmt |
| Total | $8,087,597 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,551,976 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,428,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,150,038 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,182,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,774,829 | CurrentTaxYearAmt |
| Total | $8,087,597 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,412,885 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,674,712 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $281,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $336,383 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $302,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $256,218 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $494,842 | CurrentTaxYearAmt |
| Total | $1,671,279 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $32,652 | CurrentTaxYearMinus3YearsAmt |
| Total | $32,652 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $143,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $30 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $58 | CurrentTaxYearAmt |
| Total | $143,812 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,935,340 | TotalSupportAmt |
| Public Support CY170 | 0.67180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64820 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2014 AMOUNT: $ 143,724. 2016 AMOUNT: $ 30. 2018 AMOUNT: $ 58. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 16 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $668,934 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $502,821 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $2,207,530 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,452,034 | BeginningYearBalanceAmt |
| Contributions | $7,871 | ContributionsAmt |
| Investment Earnings Or Losses | -$660,947 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $286,181 | OtherExpendituresAmt |
| Administrative Expenses | $47,938 | AdministrativeExpensesAmt |
| End Year Balance | $10,464,839 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,951,720 | BeginningYearBalanceAmt |
| Contributions | $12,354 | ContributionsAmt |
| Investment Earnings Or Losses | $761,156 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $219,870 | OtherExpendituresAmt |
| Administrative Expenses | $53,326 | AdministrativeExpensesAmt |
| End Year Balance | $11,452,034 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,363,376 | BeginningYearBalanceAmt |
| Contributions | $12,450 | ContributionsAmt |
| Investment Earnings Or Losses | $1,166,312 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $546,655 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $43,763 | AdministrativeExpensesAmt |
| End Year Balance | $10,951,720 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,418,825 | BeginningYearBalanceAmt |
| Contributions | $72,742 | ContributionsAmt |
| Investment Earnings Or Losses | -$149,477 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $624,450 | OtherExpendituresAmt |
| Administrative Expenses | $44,969 | AdministrativeExpensesAmt |
| End Year Balance | $10,672,671 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,843,652 | BeginningYearBalanceAmt |
| Contributions | $433,636 | ContributionsAmt |
| Investment Earnings Or Losses | $485,891 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $305,224 | OtherExpendituresAmt |
| Administrative Expenses | $39,130 | AdministrativeExpensesAmt |
| End Year Balance | $11,418,825 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.57670 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.42330 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,361 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,592 | DepreciationAmt |
| Book Value | $5,769 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,769 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITIES TO BENEFICIARIES OF CHARITABLE REMAINDER TRUSTS | $190,879 |
| LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS | $26,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $217,847 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,061,078 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,275,065 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$18,372 | OtherRevenueAmt |
| Revenue Not Reported | -$2,293,437 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,354,515 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $66,432 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $66,432 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,420,947 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,918,997 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,918,997 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $66,432 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $66,432 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,985,429 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS WERE SET UP TO PROVIDE A PERMANENT SOURCE OF INCOME TO SUPPORT THE FUND'S WORK - FOR GENERAL OPERATIONS AND PROGRAM OPERATING COSTS, AWARDS AND SCHOLARSHIPS TO SUPPORT HIGHER EDUCATION FOR QUALIFIED STUDENTS OR INDIVIDUALS, OR GRANTS IN SUPPORT OF OTHER NON-PROFIT ORGANIZATION'S GOALS. |
| PART X, LINE 2: | THE FUND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM CALIFORNIA FRANCHISE TAXS UNDER SECTION 23701D OF THE REVENUE AND TAXATION CODE. IN ADDITION, THE FUND QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). HOWEVER, INCOME FROM ACTIVITIES NOT RELATED TO THE FUND'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -18,372. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA | Event1Nm |
| Gross Receipts Event1 | $542,311 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $394,036 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $148,275 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $12,561 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $112,797 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $22,917 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $542,311 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $394,036 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $148,275 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $12,561 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $112,797 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,917 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $148,275 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AABA LAW FOUNDATION | |||||||
| PO BOX 387 | SAN FRANCISCO | CA | 94104 | 943159500 | 501(C)(3) | $10,000 | OCAMPO FAMILY SCHOLARSHIP, INTERNSHIP PROGRAM |
| ASIAN ART MUSEUM | |||||||
| 200 LARKIN ST | SAN FRANCISCO | CA | 94102 | 941704765 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| CENTER FOR ASIAN AMERICAN MEDIA | |||||||
| 145 9TH ST STE 350 | SAN FRANCISCO | CA | 94103 | 942801493 | 501(C)(3) | $30,464 | CAPACITY BUILDING |
| CHINATOWN COMMUNITY DEVELOPMENT CENTER | |||||||
| 1525 GRANT AVE | SAN FRANCISCO | CA | 94133 | 942801493 | 501(C)(3) | $90,000 | GENERAL SUPPORT |
| CHINATOWN YMCA | |||||||
| 855 SACRAMENTO ST | SAN FRANCISCO | CA | 94108 | 941688190 | 501(C)(3) | $163,572 | CAPACITY BUILDING, COMBINED CHARITIES, SRO FAMILY PROGRAM |
| CHINESE FOR AFFIRMATIVE ACTION | |||||||
| 17 WALTER U LUM PL | SAN FRANCISCO | CA | 94108 | 942161304 | 501(C)(3) | $17,500 | CAPACITY BUILDING, CIVIC ENGAGEMENT |
| CHINESE HISTORICAL SOCIETY OF AMERICA | |||||||
| 965 CLAY ST | SAN FRANCISCO | CA | 94108 | 946122446 | 501(C)(3) | $25,000 | CAPACITY PLANNNING & MEMBERSHIP PROGRAM SUPPORT |
| CHINESE NEWCOMERS SERVICE CENTER | |||||||
| 777 STOCKTON ST | SAN FRANCISCO | CA | 94108 | 942152893 | 501(C)(3) | $30,828 | CAPACITY BUILDING, COMBINED CHARITIES CAMPAIGN, CIVIC ENGAGEMENT |
| CHINESE PROGRESSIVE ASSOCIATION | |||||||
| 1042 GRANT AVE 5TH FL | SAN FRANCISCO | CA | 94133 | 237404756 | 501(C)(3) | $20,257 | COMBINED CHARITIES CAMPAIGN, CIVIC EMPOWERMENT |
| COMMUNITY YOUTH CENTER SF | |||||||
| 1038 POST ST | SAN FRANCISCO | CA | 94109 | 941728818 | 501(C)(3) | $51,147 | COMBINED CHARITIES CAMPAIGN, COLLEGE PREPAREDNESS PROGRAM |
| DONALDINA CAMERON HOUSE | |||||||
| 920 SACRAMENTO ST | SAN FRANCISCO | CA | 94108 | 941618605 | 501(C)(3) | $32,308 | CAPACITY BUILDING, CIVIC ENGAGEMENT, COMBINED CHARITIES CAMPAIGN |
| FILIPINO BAR ASSOCIATION OF NO CALIF | |||||||
| 268 BUSH ST 2928 | SAN FRANCISCO | CA | 94104 | 461361080 | 501(C)(6) | $10,000 | OCAMPO FAMILY SCHOLARSHIP |
| FRIENDS OF CHILDREN WITH SPECIAL NEEDS | |||||||
| 2300 PERALTA BLVD | FREMONT | CA | 94536 | 770446853 | 501(C)(3) | $40,622 | CAPACITY BUILDING, CIVIC ENGAGEMENT, COMBINED CHARITIES CAMPAIGN |
| GUM MOON WOMEN'S RESIDENCE | |||||||
| 940 WASHINGTON ST | SAN FRANCISCO | CA | 94108 | 941156357 | 501(C)(3) | $20,133 | CAPACITY BUILDING, CIVIC ENGAGEMENT, COMBINED CHARITIES CAMPAIGN |
| HOOD COLLEGE | |||||||
| 401 ROSEMONT AVE | FREDERICK | MD | 21701 | 520591608 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| J-SEI | |||||||
| 1285 66TH ST | EMERYVILLE | CA | 94608 | 237092514 | 501(C)(3) | $30,935 | CAPACITY BUILDING, CIVIC ENGAGEMENT, COMBINED CHARITIES CAMPAIGN |
| KHMER GIRLS IN ACTION | |||||||
| 1355 REDONDO AVE STE 9 | LONG BEACH | CA | 90804 | 273087079 | 501(C)(3) | $5,000 | LEADERSHIP PROGRAM |
| KIMOCHI INC | |||||||
| 1715 BUCHANAN ST | SAN FRANCISCO | CA | 94115 | 237117402 | 501(C)(3) | $25,454 | CAPACITY BUILDING, CIVIC ENGAGEMENT, COMBINED CHARITIES CAMPAIGN |
| KOREAN AMERICAN COMMUNITY SERVICES INC | |||||||
| 1800-B FRUITDALE AVE | SAN JOSE | CA | 95128 | 942659848 | 501(C)(3) | $20,000 | CAPACITY BUILDING, CIVIC ENGAGEMENT |
| KOREAN COMMUNITY CENTER OF THE EAST BAY | |||||||
| 101 CALLAN AVE STE 400 | SAN LEANDRO | CA | 94577 | 942503925 | 501(C)(3) | $20,436 | CAPACITY BUILDING, CIVIC ENGAGEMENT, COMBINED CHARITIES CAMPAIGN |
| NARIKA | |||||||
| PO BOX 7779 | BERKELEY | CA | 94707 | 943162871 | 501(C)(3) | $40,166 | CAPACITY BUILDING, CIVIC ENGAGEMENT, COMBINED CHARITIES CAMPAIGN |
| NICOS CHINESE HEALTH COALITION | |||||||
| 1208 MASON ST | SAN FRANCISCO | CA | 94108 | 943184812 | 501(C)(3) | $25,000 | GAMBLING PROBLEM PROJECT |
| NORTHSTAR TEAM FOUNDATION | |||||||
| 11260 DONNER PASS RD C1K 103 | TRUCKEE | CA | 96161 | 680025877 | 501(C)(3) | $23,000 | SPONSORSHIP |
| OAKLAND ASIAN CULTURAL CENTER | |||||||
| 388 9TH ST STE 290 | OAKILAND | CA | 94607 | 731649335 | 501(C)(3) | $30,315 | CAPACITY BUILDING, CIVIC ENGAGEMENT, COMBINED CHARITIES CAMPAIGN |
| SAN FRANCISCO FRIENDS SCHOOL | |||||||
| 250 VALENCIA ST | SAN FRANCISCO | CA | 94103 | 943397589 | 501(C)(3) | $8,500 | GENERAL SUPPORT |
| THE BAY SCHOOL OF SAN FRANCISCO | |||||||
| 35 KEYES AVE | SAN FRANCISCO | CA | 94129 | 943266229 | 501(C)(3) | $15,000 | GENERAL SUPPORT, SPONSORSHIP |
| VIETNAMESE AMERICAN COMMUNITY CENTER | |||||||
| 655 INTERNATIONAL BLVD | OAKLAND | CA | 94606 | 205358946 | 501(C)(3) | $35,282 | CAPACITY BUILDING, CIVIC ENGAGEMENT, COMBINED CHARITIES CAMPAIGN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 24 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP AWARDS | GrantTypeTxt |
| Recipient | 73 | RecipientCnt |
| Cash Grant | $137,500 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR APF PROGRAM GRANTS, GRANTEE ORGANIZATIONS ARE REQUIRED TO SUBMIT REPORTS ON HOW THE FUNDS WERE UTILIZED. FOR RENEWABLE SCHOLARSHIP GRANTS, STUDENTS ARE REQUIRED TO FORWARD THEIR TRANSCRIPTS AND SEND UPDATE LETTERS/REPORTS ON THEIR SCHOOL EXPERIENCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AUDREY YAMAMOTO | PersonNm |
| Title | PRESIDENT & EXEC DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $150,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $7,202 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $157,202 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT AND EXECUTIVE DIRECTOR'S BONUS BASED ON PERFORMANCE AND EVALUATION FROM BOARD MEMBERS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $27,460 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WAS AMENDED TO REFLECT THE CHANGE IN FISCAL YEAR END - FROM JUNE 30 TO DEC 31. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, THE RETURN IS SENT ELECTRONICALLY TO THE ENTIRE BOARD OF DIRECTORS WITH A DEADLINE TO RESPOND WITH QUESTIONS OR COMMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | WE REGULARLY MONITOR AND ENFORCE COMPLIANCE WITH OUR CONFLICT OF INTEREST POLICY AT THE ANNUAL RETREAT OF THE BOARD OF DIRECTORS, EACH DIRECTOR IS ASKED TO REVIEW AND SIGN A PERSONAL STATEMENT. THE RESPONSES ARE REVIEWED NO DIRECTOR HAS YET REPORTED A CONFLICT OF INTEREST IF ONE WERE NOTED, THIS WOULD BE DISCUSSED WITH THAT INDIVIDUAL DIRECTOR, DISCLOSED TO THE CHAIRMAN AND STEPS TAKEN TO ELIMINATE THE CONFLICT FORTHWITH THE SIGNED STATEMENTS ARE RETAINED AS PART OF CORPORATE RECORDS. |
| FORM 990, PART VI, SECTION B, LINE 15A | AN ANNUAL PERFORMANCE REVIEW FOR THE PRESIDENT/EXECUTIVE DIRECTOR IS CREATED THAT INCLUDES FEEDBACK FROM ALL BOARD MEMBERS AND STAFF ANY CHANGES IN COMPENSATION INCLUDE A CONSIDER ACTION OF COMPARABLES AND THE ANNUAL PERFORMANCE REVIEW. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. ADDITIONALLY, A SUMMARY OF THE FINANCIAL STATEMENT IS PUBLISHED AS PART OF OUR ANNUAL REPORT AND MAILED TO ALL DONORS AND SUPPORTERS. IT IS ALSO POSTED ON-LINE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -18,372. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINER TRUST (3) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments