JA COMMUNITY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JA COMMUNITY FOUNDATION (EIN 47-5147963)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-06
- IRS object ID
- 201901579349100410
- 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-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-06T11:43:03-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261367143 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAVOLIO & TALLMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MISSION ST STE 650 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475147963 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JA COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACO | BusinessNameControlTxt |
| Phone | 8004006633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 GRAND AVENUE NO 1530 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN DIVIZICH | PersonNm |
| Person Title | CHIEF EXECUTIVE | PersonTitleTxt |
| Phone | 8004006633 | PhoneNum |
| Signature | 2019-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS J PARRY | PreparerPersonNm |
| PTIN | P00154906 | PTIN |
| Phone | 4159561750 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.28.108.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-05 | IPDt |
| IP Tm | 08:23:03 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 894A42598BB13D636F324D00557CA0245D61174A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D0B6B4D287E4C910CED7A04015A075DB5DC61FF7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,088,723 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $66,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,799 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,399,871 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,799 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $144,529 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,529 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,365 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $436 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,929 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,425 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $143 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,282 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,360 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,716 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,618 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,098 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $73,616 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,372 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,884 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $402,292 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $402,292 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $475,908 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,372 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $442,176 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$331,379 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,157 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,780 | CashBOYAmt |
| Cash EOY | $165,519 | CashEOYAmt |
| Cash EOYFMV | $165,519 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $169,363 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $152,574 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $152,574 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,738,033 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,758,421 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,792,710 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,424,515 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $995,148 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $976,070 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,200 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,850 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,850 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,404,891 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,073,512 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,088,723 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,404,891 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,073,512 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,404,891 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,073,512 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,404,891 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,073,512 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,404,891 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$331,379 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,073,512 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,073,512 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UNION BANK #0740 | P | $46,979 | $40,000 | $6,979 | $6,979 |
| UNION BANK #0740 | P | $1,352,892 | $1,282,072 | $70,820 | $70,820 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,799 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $206,810 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,719,429 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055603 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $111,723 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,815,944 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039675 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $290,336 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.095278 | TotalDistributionRt |
| Average Distribution | 0.031759 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,465,651 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $110,066 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,132 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $111,198 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $442,176 | 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 | $1,132 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,132 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,132 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,850 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,850 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $718 | OverpaymentAmt |
| Applied To ES Tax | $718 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JA HEALTH BENEFITS TRUST | IndividualWithBooksNm |
| Phone | 8004006633 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 GRAND AVENUE NO 1530 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| DR LEROY MORISHITA | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | PRESIDENT & DIRECTOR | 0.50 | $0 | $0 | $0 |
| DOUG URATA | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | VICE-PRESIDENT & DIRECTOR | 2.00 | $0 | $0 | $0 |
| CAROL NISHITA | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | SECRETARY & DIRECTOR | 2.00 | $0 | $0 | $0 |
| JAMES OSHIMA | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | TREASURER & DIRECTOR | 1.00 | $0 | $0 | $0 |
| KEVIN NAGATA | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| EDWARD ODA | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SHIG NAITO | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| KIKUO NAKAHARA | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CAROLE YAMAKOSHI | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| STEPHEN DIVIZICH | ||||||||
| 180 GRAND AVENUE NO 1530 | OAKLAND | CA | 94612 | CHIEF EXECUTIVE | 20.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,341,555 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $176,872 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,518,427 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,518,427 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,776 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,465,651 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $173,283 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $173,283 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,132 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,132 | TotalTaxAmt |
| Distributable Before Adj | $172,151 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $172,151 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $172,151 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $442,176 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $442,176 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,132 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $441,044 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $172,151 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,932 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $442,176 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,932 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $172,151 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $262,093 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $262,093 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $262,093 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $262,093 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CENTRAL CALIFORNIA NIKKEI FOUNDATION DBA VINTAGE GARDENS ASSISTED LIVING CO | ||||||
| 540 S PEACH AVE | FRESNO | CA | 93727 | 501(C)(3) | COMMUNITY OUTREACH | $33,500 |
| EAST SAN GABRIEL VALLEY JAPANESE COMMUNITY CENTER | ||||||
| 1203 W PUENTE AVE | WEST COVINA | CA | 91790 | 501(C)(3) | COMMUNITY OUTREACH | $49,000 |
| J-SEI INC | ||||||
| 1285 66TH STREET | EMERYVILLE | CA | 94608 | 501(C)(3) | COMMUNITY OUTREACH | $25,000 |
| KIMOCHI INC | ||||||
| 1715 BUCHANAN STREET | SAN FRANCISCO | CA | 94115 | 501(C)(3) | COMMUNITY OUTREACH | $20,000 |
| MEDIA BRIDGES INC (GUIDESTAR) | ||||||
| 444 4TH STREET | DAVIS | CA | 95616 | 501(C)(3) | COMMUNITY OUTREACH | $25,000 |
| NATIONAL JAPANESE AMERICAN HISTORICAL SOCIETY | ||||||
| 1684 POST STREET | SAN FRANCISCO | CA | 94115 | 501(C)(3) | COMMUNITY OUTREACH | $35,000 |
| TANFORAN ASSEMBLY CENTER MEMORIAL COMMITTEE | ||||||
| PO BOX 5285 | RICHMOND | CA | 94805 | 501(C)(3) | COMMUNITY OUTREACH | $5,000 |
| GO FOR BROKE NATIONAL EDUCATION CENTER | ||||||
| 355 E FIRST STREET SUITE 200 | LOS ANGELES | CA | 90012 | 501(C)(3) | COMMUNITY OUTREACH | $25,000 |
| WATSONVILLE-SANTA CRUZ JACL | ||||||
| PO BOX 163 | WATSONVILLE | CA | 95077 | 501(C)(3) | COMMUNITY OUTREACH | $21,300 |
| KOKORO ASSISTED LIVING INC | ||||||
| 1881 BUSH STREET | SAN FRANCISCO | CA | 94109 | 501(C)(3) | COMMUNITY OUTREACH | $15,000 |
| FRESNO ART MUSEUM | ||||||
| 2233 NORTH FIRST STREET | FRESNO | CA | 93703 | 501(C)(3) | COMMUNITY OUTREACH | $15,000 |
| ALZHEIMER'S GREATER LOS ANGELES | ||||||
| 4221 WILSHIRE BLVD STE 400 | LOS ANGELES | CA | 90010 | 501(C)(3) | COMMUNITY OUTREACH | $10,472 |
| KIZUNA LITTLE TOKYO INC | ||||||
| 244 S SAN PEDRO STREET SUITE 504 | LOS ANGELES | CA | 90012 | 501(C)(3) | COMMUNITY OUTREACH | $8,000 |
| SAKURA KAI | ||||||
| PO BOX 8156 | EL CERRITO | CA | 94530 | 501(C)(3) | COMMUNITY OUTREACH | $5,164 |
| LTSC COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 231 E THIRD ST SUITE G-106 | LOS ANGELES | CA | 90013 | 501(C)(3) | COMMUNITY OUTREACH | $50,000 |
| LONG BEACH JAPANESE CULTURAL CENTER | ||||||
| 1766 SEABRIGHT AVE | LONG BEACH | CA | 90813 | 501(C)(3) | COMMUNITY OUTREACH | $5,256 |
| JAPANESE COMMUNITY PIONEER CENTER | ||||||
| 244 S SAN PEDRO STREET ROOM 301 | LOS ANGELES | CA | 90012 | 501(C)(3) | COMMUNITY OUTERACH | $24,600 |
| UNITED JAPANESE CHRISTIAN CHURCH | ||||||
| 136 NORTH VILLA AVENUE | CLOVIS | CA | 93612 | 501(C)(3) | COMMUNITY OUTREACH | $10,000 |
| VETERANS MEMORIAL COURT ALLIANCE | ||||||
| 1055 WILSHIRE BLVD STE 1890 | LOS ANGELES | CA | 90017 | 501(C)(3) | COMMUNITY OUTREACH | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $402,292 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,730 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,799 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $144,529 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,529 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,750 | Amt |
| Net Investment Income | $2,175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,575 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $995,148 | EOYBookValueAmt |
| EOYFMV | $976,070 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $1,758,421 | EOYBookValueAmt |
| EOYFMV | $1,792,710 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,365 | LegalFeesAmt |
| Net Investment Income | $436 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,929 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS - FEDERAL TAX | Desc |
| BOY Book Value | $1,200 | BOYBookValueAmt |
| EOY Book Value | $1,850 | EOYBookValueAmt |
| EOYFMV | $1,850 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISOR FEES | $26,940 | $26,940 | $0 |
| OTHER EXPENSES | $126 | $13 | $113 |
| GRANT COMMITTEE | $6,250 | $625 | $5,625 |
| BUSINESS EXPENSE | $10,400 | $1,040 | $9,360 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONTRACT SERVICES | CategoryTxt |
| Amt | $1,425 | Amt |
| Net Investment Income | $143 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,282 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $2,319 | $0 | $0 |
| PENALTY | $31 | $0 | $0 |
| FRANCHISE TAX | $10 | $0 | $0 |
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