BETA

FIVE ARTS FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
FIVE ARTS FOUNDATION (EIN 81-6644155)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-13
IRS object ID
201813179349102421
Schema version
2017v2.3
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)
Return2018-11-13T18:20:57-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN942186350PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALEGARI & MORRIS ACCOUNTANTSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1650 CALIFORNIA ST 3RD FLOORAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN816644155EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FIVE ARTS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFIVEBusinessNameControlTxt
Phone4156471340PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 460908AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94146ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHELEN BERGGRUENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4156471340PhoneNum
Signature2018-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHLEEN BURRYPreparerPersonNm
PTINP00394887PTIN
Phone4159818766PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.2.150.130IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-07IPDt
IP Tm14:58:49IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4083F0561CFF316285026709C931889A96A7FD03AtSubmissionCreationDeviceId
At Submission Filing Device Id4083F0561CFF316285026709C931889A96A7FD03AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$127,964FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$263,687ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$136InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$136InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$149DividendsRevAndExpnssAmt
Dividends Net Invst Incm$149DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$565NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$264,252GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$127,144CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$264,537TotalRevAndExpnssAmt
Total Net Invst Incm$127,429TotalNetInvstIncmAmt
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$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$675OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$525OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$150OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,685TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,025TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,660TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$201,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$201,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$205,135TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,025TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$203,110TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$59,402ExcessRevenueOverExpensesAmt
Net Investment Income$125,404NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$60,531CashBOYAmt
Cash EOY$127,964CashEOYAmt
Cash EOYFMV$127,964CashEOYFMVAmt
Total Assets BOY$60,531TotalAssetsBOYAmt
Total Assets EOY$127,964TotalAssetsEOYAmt
Total Assets EOYFMV$127,964TotalAssetsEOYFMVAmt
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$60,531RetainedEarningBOYAmt
Retained Earning EOY$127,964RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$60,531TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$127,964TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$60,531TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$127,964TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$60,531TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$59,402ExcessRevenueOverExpensesAmt
Other Increases$8,031OtherIncreasesAmt
Subtotal$127,964SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$127,964TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$264,252GrossSalesPriceAmt
Cost Or Other Basis$137,108CostOrOtherBasisAmt
Gain Or Loss$127,144GainOrLossAmt
Gains Minus Excess Or Losses$127,144GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$127,144CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$214,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$12,987NetVlNoncharitableAssetsYr1Amt
Distribution Yr116.478016DistributionYr1Rt
Total Distribution16.478016TotalDistributionRt
Average Distribution16.478016AverageDistributionRt
Net Vl Noncharitable Assets$125,012NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,059,950AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,254NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,061,204AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$203,110QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,508InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,508SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,508TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$5,200ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$20EsPenaltyAmt
Overpayment$2,672OverpaymentAmt
Applied To ES Tax$2,672AppliedToESTaxAmt
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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHELEN BERGGRUENIndividualWithBooksNm
Phone4156471340PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 460908AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94146ZIPCd
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 PY0UndistributedIncomePYInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HELEN BERGGRUEN
PO BOX 460908SAN FRANCISOCA94146TRUSTEE1.00$0$0$0
HILARY RAND
PO BOX 460908SAN FRANCISOCA94146TRUSTEE1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ACTIVITIES OF THE FOUNDATION ARE LIMITED TO GRANT MAKING.Description1Txt
Expenses1$0Expenses1Amt

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$3,056AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$123,860AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$126,916TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$126,916AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,904CashDeemedCharitableAmt
Net Vl Noncharitable Assets$125,012NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,251MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,251MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,508TaxBasedOnInvestmentIncomeAmt
Total Tax$2,508TotalTaxAmt
Distributable Before Adj$3,743DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,743DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,743DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$203,110ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$203,110QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$203,110AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,743DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$203,110QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,743AppliedToCurrentYearAmt
Remaining Distri From Corpus$199,367RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$199,367TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$199,367ExcessDistriCyovToNextYrAmt
Excess From Current Year$199,367ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MEROLA OPERA PROGRAM
601 VAN NESS AVE SUITE SSAN FRANCISCOCA94102PCGENERAL SUPPORT$2,000
SAN FRANCISCO SILENT FILM FESTIVAL
145 NINTH STREET SUITE 230SAN FRANCISCOCA94103PCGENERAL SUPPORT$1,200
SAN FRANCISCO PERFORMANCES
500 SUTTER STREET STE 710SAN FRANCISCOCA94102PCGENERAL SUPPORT$10,000
SAN FRANCISCO OPERA
301 VAN NESS AVESAN FRANCISCOCA94102PC2017 PRODUCTION OF DON GIOVANNI$25,000
PHILARMONICA BAROQUE
414 MASON STREET SUITE 606SAN FRANCISCOCA94102PCGENERAL SUPPORT$750
SAN FRANCISCO FOUNDATION
ONE EMBARCADERO CENTER SUITE 1400SAN FRANCISCOCA94111PCFIVE ARTS FUND$50,000
NAPA VALLEY COMMUNITY FOUNDATION
3299 CLAREMONT WAY SUITE 2NAPACA94558PCFIVE ARTS DONOR ADVISED FUND$50,000
MEROLA OPERA PROGRAM
601 VAN NESS AVE SUITE SSAN FRANCISCOCA94102PCGENERAL SUPPORT$3,000
METROPOLITAN OPERA
LINCOLN CENTERNEW YORKNY10023PCGENERAL SUPPORT$10,000
COMMUNITY MUSIC CENTER
544 CAPP STREETSAN FRANCISCOCA94110PCCAMPAIGN FOR COMMUNITY MUSIC CENTER$20,000
OJAI VALLEY SCHOOL
723 EL PASEO ROADOJAICA93023PC2017-2018 ANNUAL FUND$2,000
SAN FRANCISCO SYMPHONY
201 VAN NESSSAN FRANCISCOCA94102PCSYMPHONY FUND$2,500
SAN FRANCISCO OPERA
301 VAN NESS AVESAN FRANCISCOCA94102PC2017 PRODUCTION OF RIGOLETTO$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$201,450TotalGrantOrContriPdDurYrAmt
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$136ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$149ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$565ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$850ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$850TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (7 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
HELEN BERGGRUEN
1PO BOX 460908SAN FRANCISCOCA94146$29,968Yes (X)
HELEN BERGGRUEN
2PO BOX 460908SAN FRANCISCOCA94146$30,888Yes (X)
HELEN BERGGRUEN
3PO BOX 460908SAN FRANCISCOCA94146$42,514Yes (X)
HELEN BERGGRUEN
4PO BOX 460908SAN FRANCISCOCA94146$29,806Yes (X)
HELEN BERGGRUEN
5PO BOX 460908SAN FRANCISCOCA94146$69,947Yes (X)
HELEN BERGGRUEN
6PO BOX 460908SAN FRANCISCOCA94146$24,863Yes (X)
HELEN BERGGRUEN
7PO BOX 460908SAN FRANCISCOCA94146$35,700Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11,488 SHS OF COMMON STOCK: WHGLY$29,9682017-07-07
2975 SHS OF COMMON STOCK: VWDRY$30,8882017-07-07
3489 SHS OF COMMON STOCK: WDC$42,5142017-07-07
4376 SHS OF COMMON STOCK: CTXS$29,8062017-07-07
5677 SHS OF COMMON STOCK: ADSK$69,9472017-07-07
6233 SHS OF COMMON STOCK: CHINA LODGING GROUP LTD$24,8632017-11-30
71,525 SHS OF COMMON STOCK: ROYAL DSM N V SPON ADR$35,7002017-11-30

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$3,000Amt
Net Investment Income$1,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,500DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierCONTRIBUTION RECEIVEDIdentifierTxt
Form And Line ReferenceFOME 990-PF, LINE 1 - CONTRIBUTIONFormAndLineReferenceDesc
Medium ExplanationHELEN BERGGRUEN REVOCABLE TRUST CONTRIBUTED THE FOLLOWING SECURITIES ON 7/7/2017:1,488 SHS OF WH GROUP LTD975 SHS OF VESTAS WIND SYSTEMS489 SHS OF WSTN DIGITAL CORP376 SHS OF CITRIX SYSTEMS677 SHS OF AUTODESK INCHELEN BERGGRUEN REVOCABLE TRUST CONTRIBUTED THE FOLLOWING SECURITIES ON 11/30/2017:233 SHS OF CHINA LODGING GROUP LTD1,525 SHS OF ROYAL DSM N V SPON ADRNO GIFTS AND/OR SERVICES OR ANY OTHER COMPENSATION WAS RECEIVED IN CONNECTION WITH THESE CONTRIBUTIONS.MediumExplanationTxt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBUILT IN UNREALIZED GAIN UPON CONTRIBUTIONDesc
Amt$8,031Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL FOUNDATION SERVICE FEE$150$0$150
BANK COMMISIONS$525$525$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonHELEN BERGGRUENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 460908AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94146ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFRANCHISE TAXCategoryTxt
Amt$10Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

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