GREY FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
GREY FAMILY FOUNDATION (EIN 68-0323540)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-13
IRS object ID
201941339349103909
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-13T17:46:53-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946357165PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOWAT MACKIE & ANDERSON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11999 HARRISON STREET SUITE 1500AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP946123577ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680323540EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREYBusinessNameControlTxt
Phone4156081007PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 MOUNT TIBURON ROADAddressLine1Txt
CityTIBURONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94920ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD S GREYPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone4156081007PhoneNum
Signature2019-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN E WILSONPreparerPersonNm
PTINP00449883PTIN
Phone5108931120PhoneNum
Preparation2019-05-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.21.6.90IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-10IPDt
IP Tm13:41:44IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7689068F30FDEF33B814DC99F1DEB076D189DAB2AtSubmissionCreationDeviceId
At Submission Filing Device Id7689068F30FDEF33B814DC99F1DEB076D189DAB2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,148,570FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$477InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$477InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$144,017DividendsRevAndExpnssAmt
Dividends Net Invst Incm$144,017DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$390,450NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$587,587GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$390,450CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$534,944TotalRevAndExpnssAmt
Total Net Invst Incm$534,944TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,150AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$85OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$85OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,235TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,235TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$195,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$195,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$202,135TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$202,135TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$332,809ExcessRevenueOverExpensesAmt
Net Investment Income$534,944NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$351,640SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$854,532SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$854,532SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,895,561CorporateStockBOYAmt
Corporate Stock EOY$1,725,478CorporateStockEOYAmt
Corporate Stock EOYFMV$4,294,038CorporateStockEOYFMVAmt
Total Assets BOY$2,247,201TotalAssetsBOYAmt
Total Assets EOY$2,580,010TotalAssetsEOYAmt
Total Assets EOYFMV$5,148,570TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,247,201RetainedEarningBOYAmt
Retained Earning EOY$2,580,010RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,247,201TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,580,010TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,247,201TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,580,010TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,247,201TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$332,809ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,580,010SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,580,010TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GENERAL ELECTRIC COP2000-11-202018-11-05$27,928$52,380-$24,452-$24,452
IBM CORPP2000-11-202018-11-05$559,659$144,757$414,902$414,902
FieldValueIRS element (for citing)
Capital Gain Net Income$390,450CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$317,675AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,433,343NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.058468DistributionYr1Rt
Adjusted Qlfy Distri Yr2$77,665AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,771,412NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.016277DistributionYr2Rt
Adjusted Qlfy Distri Yr3$198,717AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,792,428NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.041465DistributionYr3Rt
Adjusted Qlfy Distri Yr4$192,485AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,377,553NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.035794DistributionYr4Rt
Adjusted Qlfy Distri Yr5$182,940AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,092,206NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.035925DistributionYr5Rt
Total Distribution0.187929TotalDistributionRt
Average Distribution0.037586AverageDistributionRt
Net Vl Noncharitable Assets$5,803,950NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$218,147AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,349NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$223,496AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$202,135QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,699InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,699SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,699TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,730EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,730TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,031OverpaymentAmt
Applied To ES Tax$1,031AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDOUGLAS P GREYIndividualWithBooksNm
Phone4156081007PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O MOWAT MACKIE ANDERSON 1999AddressLine1Txt
Address Line2HARRISON ST SUITE 1500AddressLine2Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12017UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DOUGLAS GREY
2 MT TIBURON ROADTIBURONCA94920PRESIDENT5.00$0$0$0
RICHARD S GREY
457 REDWOOD AVENUECORTE MADERACA94925VICE PRESIDENT2.00$0$0$0
AMANDA GREY TIMAR
201 OVERLOOK DRIVESANTA CRUZCA95060SECRETARY/TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,450,528AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$441,807AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,892,335TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,892,335AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$88,385CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,803,950NetVlNoncharitableAssetsAmt
Minimum Investment Return$290,198MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$290,198MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,699TaxBasedOnInvestmentIncomeAmt
Total Tax$10,699TotalTaxAmt
Distributable Before Adj$279,499DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$279,499DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$279,499DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$202,135ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$202,135QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$202,135AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$279,499DistributableAsAdjustedAmt
Undistributed Income PY$238,041UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$202,135QualifyingDistributionsAmt
Applied To Year1$202,135AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$35,906Taxable2Amt
Undistributed Income CY$279,499UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIANCE FOR GLOBAL CLINICAL TRAINING
633 N SAINT CLAIR STCHICAGOIL60611N/APUBLIC CHARITYPROGRAM SUPPORT$10,000
ALL UNDER 5000
AVAILABLE UPON REQUESTOAKLANDCA94612N/APUBLIC CHARITYPROGRAM SUPPORT$65,900
BAY AREA DISCOVERY MUSEUM
557 MCREYNOLDS ROADSAUSALITOCA94965N/APUBLIC CHARITYPROGRAM SUPPORT$10,000
CHILDRENS CRISIS CENTER OF STANISLAUS COUNTY
PO BOX 1062MODESTOCA95353N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
MEDSHARE
3240 CLIFTON SPRINGS ROADDECATURGA30034N/APUBLIC CHARITYPROGRAM SUPPORT$15,000
OPERATION ACCESS
1119 MARKET STREET SUITE 400SAN FRANCISCOCA94103N/APUBLIC CHARITYPROGRAM SUPPORT$10,000
STANISLAUS FAMILY JUSTICE CENTER
1625 I STMODESTOCA95354N/APUBLIC CHARITYPROGRAM SUPPORT$10,000
THE STANFORD FUND
326 GALVEZ STREETSTANFORDCA94305N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
VASCULAR CURES
274 REDWOOD SHORES PKWY 717REDWOOD CITYCA94065N/APUBLIC CHARITYPROGRAM SUPPORT$10,000
WESTMINSTER PRESBYTERIAN CHURCH
240 TIBURON BOULEVARDTIBURONCA94920N/APUBLIC CHARITYPROGRAM SUPPORT$15,000
SANTA CRUZ HIGH SCHOOL
531 LINCOLN STREETSANTA CRUZCA95060N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
MICHAEL J FOX FOUNDATION
GRANT CENTRAL STATION PO BOX 4777NEW YORKNY10163N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
LAUREL ELEMENTARY SCHOOL
316 36TH AVENUESAN MATEOCA94403N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
DAWN REDWOODS CHARITABLE TRUST
ONE BLACKFIELD DRIVE SUITE 331TIBURONCA94920N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
FOOD FORWARD
7412 FULTON AVENUE 3NORTH HOLLYWOODCA91605N/APUBLIC CHARITYPROGRAM SUPPORT$10,000
SAN FRANCISCO SPCA
201 ALABAMA STREETSAN FRANCISCOCA94103N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
826 VALENCIA
826 VALENCIA STREETSAN FRANCISCOCA94110N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$195,900TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$477ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$144,017ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$390,450ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$534,944ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$534,944TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,150Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,150DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK AMERICA CORP$22,392$98,560
CHEVRON CORPORATION$102,900$1,684,178
APPLE INC$343,300$1,104,180
VANGUARD 500 INDEX$1,256,886$1,407,120

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEES$10$0$10
ATTORNEY GENERAL REGISTRY OF CHARITABLE TRUSTS$75$0$75

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