MAISEL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MAISEL FOUNDATION (EIN 38-3133484)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-28
- IRS object ID
- 201902719349100600
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-28T11:08:24-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942427229 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL W WHIPPLE CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 151626 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94915 | 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 | 383133484 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MAISEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAIS | BusinessNameControlTxt |
| Phone | 2482582838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29260 FRANKLIN RD | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN MAISEL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-09-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael W Whipple CPA | PreparerPersonNm |
| PTIN | P00175165 | PTIN |
| Phone | 4154596966 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $302,193 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $176 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $176 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,475 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,475 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $822 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $855,515 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,351 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,179 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $7,652 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,002 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $12,540 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,411 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,411 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $69 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $49 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $103 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $103 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,123 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,563 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,563 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,471 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,439 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,707 | CashBOYAmt |
| Cash EOY | $2,302 | CashEOYAmt |
| Cash EOYFMV | $2,302 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,645 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,223 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,223 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $55,028 | CorporateStockBOYAmt |
| Corporate Stock EOY | $75,688 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $68,094 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $264,725 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $203,765 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $196,574 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $340,105 | TotalAssetsBOYAmt |
| Total Assets EOY | $316,978 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $302,193 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $340,105 | RetainedEarningBOYAmt |
| Retained Earning EOY | $316,978 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $340,105 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $316,978 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $340,105 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $316,978 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $340,105 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,471 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,344 | OtherIncreasesAmt |
| Subtotal | $316,978 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $316,978 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST | P | 2018-01-01 | 2018-01-01 | $32,923 | $34,226 | -$1,303 | -$1,303 |
| ISHARES SILVER TR | P | 2018-01-01 | 2018-01-01 | $33,815 | $36,006 | -$2,191 | -$2,191 |
| COVERED SHORT-TERM SALES | P | 2018-01-01 | 2018-01-01 | $535,217 | $570,151 | -$34,934 | -$34,934 |
| COVERED LONG-TERM SALES | P | 2001-01-01 | 2018-12-31 | $244,882 | $208,332 | $36,550 | $36,550 |
| BLACKROCK HLTH SCIENCES | P | 2010-01-01 | 2018-12-31 | $8,361 | $5,978 | $2,383 | $2,383 |
| Capital Gain Dividends | $317 | ||||||
| Wash Sale | $1,529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,351 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$36,899 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $373,974 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04038 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,375 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $362,405 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04518 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,375 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $384,465 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05040 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,106 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $403,787 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04979 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,339 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $396,090 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05892 | DistributionYr5Rt |
| Total Distribution | 0.244673 | TotalDistributionRt |
| Average Distribution | 0.048935 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $359,251 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $17,580 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $54 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,634 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $109 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $109 | SubtotalAmt |
| Tax Based On Investment Income | $109 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $65 | TotalPaymentsAndCreditsAmt |
| Tax Due | $44 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAN MAISEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154351424 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29260 FRANKLIN ROAD | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48034 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAN MAISEL | ||||||
| 150 HACIENDA DR | TIBURON | CA | 94920 | President | 0.00 | $0 |
| ROBIN MAISEL | ||||||
| 27 CHESTNUT | BROOKLINE | MA | 02445 | Secretary | 0.00 | $0 |
| RICHARD MAISEL | ||||||
| 932 DELAWARE ST | BERKELEY | CA | 94710 | Treasurer | 0.00 | $0 |
| ALAN MAISEL | ||||||
| 190 DEL MAR SHORES TER | SOLANA BEACH | CA | 92075 | Director | 0.00 | $0 |
| DONALD MAISEL | ||||||
| 4875 VENNER RD | MARTINEZ | CA | 94553 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $327,676 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,046 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $364,722 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $364,722 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,471 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $359,251 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,963 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,963 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $109 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $109 | TotalTaxAmt |
| Distributable Before Adj | $17,854 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,854 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,854 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $17,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $17,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,854 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,230 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $522 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $263 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $4,015 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $854 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $854 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,161 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,376 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $785 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $522 | ExcessFromYear4Amt |
| Excess From Year3 | $263 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATIO | |||||||
| 125 BROAD ST 18TH FL | NEW YORK | NY | 10004 | NONE | PC | TO DEFEND & PRESERVE INDIVIDUAL RIGHTS & LIBERTIES IN THE UNITED STATES | $750 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 W 36TH ST | NEW YORK | NY | 10018 | NONE | PC | TO PROVIDE ASSISTANCE WITH GLOBAL SOCIETAL PROGRAMS | $1,000 |
| BERKELEY EMERGENCY FOOD & HOUSING PROJEC | |||||||
| 2140 DWIGHT WAY | BERKELEY | CA | 94704 | NONE | PC | TO PROVIDE FOOD & SHELTER TO INDIGENT INDIVIDUALS | $300 |
| CONGREGATION BNAI TIKAV | |||||||
| 25 HILCROFT WAY | WALNUT CREEK | CA | 94596 | NONE | PC | TO PROVIDE RELIGIOUS GUIDANCE TO THE COMMUNITY | $1,250 |
| CONGREGATION SHERITH ISRAEL | |||||||
| 2266 CALIFORNIA ST | SAN FRANCISCO | CA | 94115 | NONE | PC | TO PROVIDE RELIGIOUS GUIDANCE TO THE COMMUNITY | $900 |
| CONTRA COSTA FOOD BANK | |||||||
| PO BOX 6324 | CONCORD | CA | 94524 | NONE | PC | TO REDUCE FOOD WASTE & INCREASE HUNGER AWARENESS | $150 |
| CONTRA COSTA MIDRASHA | |||||||
| 74 ECKLEY LN | WALNUT CREEK | CA | 94596 | NONE | PC | GUIDE TEENS THROUGH GROWING UP | $250 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | NONE | PC | TO IMPROVE THE HEALTH & LIVES OF PEOPLE AFFECTED BY POVERTY OR EMERGENCY SITUATIONS BY MOBILIZING & PROVIDING ESSENTIAL MEDICAL RESOURCES NEEDED FOR THEIR CARE | $300 |
| EAST BAY AGENCY FOR CHILDREN | |||||||
| 303 VAN BUREN AVE | OAKLAND | CA | 94610 | NONE | PC | FOR THE HEALTH & WELL BEING OF CHILDREN | $250 |
| HEBREW DAY SCHOOL | |||||||
| 3630 AFTON RD | SAN DIEGO | CA | 92123 | NONE | PC | TO PROVIDE SCHOLORSHIPS TO DESERVING STUDENTS | $1,500 |
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1705 COLUMBUS AVE | ROXBURY | MA | 02119 | NONE | PC | FOR THE ASSURANCE OF THE HEALTH & WELL BEING OF CHILDREN | $500 |
| JEWISH FAMILY & CHILDRENS SERVICES - EB | |||||||
| 2484 SHATTUCK AVE STE 210 | BERKELEY | CA | 94704 | NONE | PC | TO PROVIDE HUMAN SERVICE & HEALTHCARE PROGRAMS | $1,750 |
| JEWISH FAMILY & CHILDRENS SERVICES | |||||||
| 2150 POST ST | SAN FRANCISCO | CA | 94115 | NONE | PC | TO PROVIDE HUMAN SERVICE & HEALTHCARE PROGRAMS | $2,500 |
| JEWISH FAMILY & CHILDRENS SERVICES | |||||||
| 1430 MAIN ST | WALTHAM | MA | 02451 | NONE | PC | TO PROVIDE HUMAN SERVICE & HEALTHCARE PROGRAMS | $1,000 |
| JEWISH VOCATIONAL & CAREER COUNSELING | |||||||
| 225 BUSH ST STE 400 | SAN FRANCISCO | CA | 94104 | NONE | PC | TO BRING PEOPLE & WORK TOGETHER | $300 |
| KEHILLA COMMUNITY SYNAGOGUE | |||||||
| 1300 GRAND AVE | OAKLAND | CA | 94610 | NONE | PC | SHARE RICHES OF JUDAISM & ENCOURAGE SPIRITUALITY | $550 |
| MEDECINS SANS FRONTIERES | |||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | NONE | PC | TO HELP PEOPLE WORLDWIDE WHERE THE NEED IS GREATEST, DELIVERING EMERGENCY MEDICAL AID TO PEOPLE AFFECTED BY CONFLICT, EPIDEMICS, DISASTERS OR EXCLUSION FROM HEALTH CARE | $300 |
| MOTHERS AGAINST DRUNK DRIVING | |||||||
| 10731 TREENA ST STE 100 | SAN DIEGO | CA | 92131 | NONE | PC | TO END DRUNK DRIVING & SUPPORT THE VICTIMS | $950 |
| OXFAM AMERICA | |||||||
| 226 CAUSEWAY ST 5TH FLR | BOSTON | MA | 02114 | NONE | PC | TO DEVELOP LASTING SOLUTIONS TO POVERTY & HUNGER | $200 |
| RAPHAEL HOUSE | |||||||
| 1065 SUTTER ST | SAN FRANCISCO | CA | 94109 | NONE | PC | TO HELP AT-RISK FAMILIES ACHIEVE STABLE HOUSING | $250 |
| SENIOR OUTREACH SERVICE | |||||||
| 1300 CIVIC DRIVE | WALNUT CREEK | CA | 94596 | NONE | PC | TO MAINTAIN HEALTH & WELLNESS SAFETY NETS FOR AGING PERSONS | $300 |
| UNITED JEWISH FEDERATION OF SAN DIEGO | |||||||
| 4950 MURPHY CANYON | SAN DIEGO | CA | 92123 | NONE | PC | TO HELP IMPROVE THE LIVES OF JEWISH PEOPLE | $950 |
| 350ORG | |||||||
| 20 JAY ST STE 732 | BROOKLYN | NY | 11201 | NONE | PC | TO PROMOTE RENEWABLE ENERGY PROJECTS | $300 |
| 350ORG - BETTER FUTURE PROJECT | |||||||
| 30 BOW ST | CAMBRIDGE | MA | 02138 | NONE | PC | TO PROMOTE RENEWABLE ENERGY PROJECTS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $176 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,475 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,179 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $822 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,652 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,652 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/TAX PREPARATION | CategoryTxt |
| Amt | $12,540 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $75,688 | EOYBookValueAmt |
| EOYFMV | $68,094 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $203,765 | BookValueAmt |
| EOYFMV | $196,574 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $103 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $103 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1,179 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $1,344 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNT FEE | $300 | $300 | $0 | $0 |
| INVESTMENT ADVISORY FEES | $2,111 | $2,111 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID ON INVESTMENTS | $49 | $49 |
| STATE OF MICHIGAN | $20 |
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