GERSON BAKAR FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GERSON BAKAR FOUNDATION (EIN 94-2949602)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201823199349102647
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T13:22:02-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MISSION STREET | 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 | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942949602 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERSON BAKAR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERS | BusinessNameControlTxt |
| Phone | 4155768100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FILBERT STREET NO 400 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA BASS BAKAR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155768100 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOAN S MCMAHON | PreparerPersonNm |
| PTIN | P00966494 | PTIN |
| Phone | 4157834000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.70.47.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-12 | IPDt |
| IP Tm | 17:06:36 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5210B69D2D6A522C3B978FCE8888AB4FDAD97AB0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $128,166,976 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $24,050,905 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $262,886 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $262,886 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $845,246 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $845,246 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $138,117 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $138,117 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $138,117 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,962,894 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $3,962,894 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $741,200 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $672,637 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $30,001,248 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,881,780 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $29,575 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $29,575 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $204,965 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $204,965 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,533 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,267 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,266 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,438 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,437 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $331,135 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,929 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $22,876 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $149,443 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $149,443 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $304,377 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $93,791 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $216,607 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,071,779 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108,497 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $622,222 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,277,163 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,277,163 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,348,942 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108,497 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,899,385 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,652,306 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,773,283 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $114,250 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $5,233,302 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,107,457 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,107,457 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $109,780 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,102,008 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $109,780 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $109,780 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $58,021,359 | CorporateStockBOYAmt |
| Corporate Stock EOY | $62,336,920 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $62,336,920 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $42,474,566 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $53,028,572 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $53,028,572 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $604,467 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $41,939 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $585,405 | LandBOYAmt |
| Land EOY | $562,528 | LandEOYAmt |
| Land EOYFMV | $562,528 | LandEOYFMVAmt |
| Other Assets BOY | $21,719 | OtherAssetsBOYAmt |
| Other Assets EOY | $21,719 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $21,719 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $108,552,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,166,976 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $128,166,976 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $64,008 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $64,008 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $64,008 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $64,008 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $108,488,601 | UnrestrictedBOYAmt |
| Unrestricted EOY | $128,102,968 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $108,488,601 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $128,102,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $108,552,609 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $128,166,976 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $108,488,601 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,652,306 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,962,061 | OtherIncreasesAmt |
| Subtotal | $128,102,968 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $128,102,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| PORTFOLIO GAINS | P | $899,015 | $899,015 |
| CAPITAL GAIN DIVIDENDS | P | $1,489,038 | $1,489,038 |
| PARTNERSHIP GAINS | P | $341,655 | $341,655 |
| PFIC GAINS | P | $1,233,186 | $1,233,186 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,962,894 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,801,646 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $108,555,086 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053444 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,412,020 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $110,554,220 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039908 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,368,395 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $85,851,187 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039235 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,838,262 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $74,959,060 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037864 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,615,431 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $55,207,702 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047374 | DistributionYr5Rt |
| Total Distribution | 0.217825 | TotalDistributionRt |
| Average Distribution | 0.043565 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $121,982,845 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,314,183 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $57,733 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,371,916 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $20,899,385 | 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 | $57,733 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $57,733 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $57,733 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $284,861 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $384,861 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $327,128 | OverpaymentAmt |
| Applied To ES Tax | $327,128 | 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 | Yes (1) | 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 | BARBARA BASS BAKAR | IndividualWithBooksNm |
| Phone | 4155768100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FILBERT STREET NO 400 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA BASS BAKAR | ||||||||
| 201 FILBERT STREET NO 400 | SAN FRANCISCO | CA | 94133 | CHAIR/PRESIDENT/DIRECTOR | 1.00 | $29,575 | $0 | $0 |
| RICHARD L GREENE | ||||||||
| 201 FILBERT STREET NO 400 | SAN FRANCISCO | CA | 94133 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NALRAJ GOUNDAR THROUGH 7117 | ||||||||
| 201 FILBERT STREET NO 400 | SAN FRANCISCO | CA | 94133 | TREASURER | 1.00 | $0 | $0 | $0 |
| ANNE BAKAR | ||||||||
| 201 FILBERT STREET NO 400 | SAN FRANCISCO | CA | 94133 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PHYLLIS COOK | ||||||||
| 201 FILBERT STREET NO 400 | SAN FRANCISCO | CA | 94133 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCI FREDKIN | ||||||||
| 201 FILBERT STREET NO 400 | SAN FRANCISCO | CA | 94133 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHLEEN MCCORMICK | ||||||||
| 201 FILBERT STREET NO 400 | SAN FRANCISCO | CA | 94133 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TED DIENSTFREY | ||||||||
| 201 FILBERT STREET NO 400 | SAN FRANCISCO | CA | 94133 | SECRETARY | 1.00 | $0 | $0 | $0 |
| GERSON BAKAR DECEASED 6517 | ||||||||
| 201 FILBERT STREET NO 400 | SAN FRANCISCO | CA | 94133 | EXECUTIVE VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SHARON HASWGAWA FROM 7117 | ||||||||
| 201 FILBERT STREET NO 400 | SAN FRANCISCO | CA | 94133 | TREASURER | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,343,461 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $115,496,991 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $123,840,452 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $123,840,452 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,857,607 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $121,982,845 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,099,142 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,099,142 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $57,733 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $57,733 | TotalTaxAmt |
| Distributable Before Adj | $6,041,409 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,041,409 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,041,409 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,899,385 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $20,899,385 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $57,733 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $20,841,652 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,041,409 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,616,197 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,899,385 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,616,197 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,041,409 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,241,779 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,241,779 | 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 | $10,241,779 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $10,241,779 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GERSON BAKAR DECEASED 6517 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACHIEVE FOUNDATION | ||||||
| 201 FILBERT STREET NO 400 | SAN FRANCISCO | CA | 94133 | PF | GENERAL SUPPORT | $250 |
| ALL HANDS VOLUNTEER | ||||||
| 6 COUNTY ROAD SUITE 6 | MATTAPOISETT | MA | 02739 | PC | GENERAL SUPPORT | $50 |
| ALTERNATIVES TO VIOLENCE PROJECT | ||||||
| PO BOX 3294 | SANTA BARBARA | CA | 93130 | PC | GENERAL SUPPORT | $500 |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | ||||||
| 57 W 57TH STREET SUITE 904 | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $20,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | PC | GENERAL SUPPORT | $300 |
| AMERICAN RED CROSS | ||||||
| 1900 E DOUGLAS AVENUE | WICHITA | KS | 67214 | PC | GENERAL SUPPORT | $2,250 |
| ANHS INSTRUMENTAL MUSIC BOOSTERS | ||||||
| 26895 ALISO CREEK ROAD B-682 | ALISO VIEJO | CA | 92656 | PC | GENERAL SUPPORT | $300 |
| ASIAN ART MUSEUM | ||||||
| 200 LARKIN STREET | SAN FRANCISCO | CA | 94118 | PC | GENERAL SUPPORT | $100,000 |
| ASPCA | ||||||
| 201 ALBAMA STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $600 |
| AUTISM SPEAKS | ||||||
| 1 EAST 33RD STREET 4TH FLOOR | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $145 |
| BAY NATURE INSTITUTE | ||||||
| 1328 6TH STREET 2B | BERKELEY | CA | 94710 | PC | GENERAL SUPPORT | $250 |
| BERKELEY HILLEL | ||||||
| 2736 BANCROFT WAY | BERKELEY | CA | 94704 | PC | GENERAL SUPPORT | $600,000 |
| BIRTHRIGHT ISRAEL FOUDNATION | ||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | PC | GENERAL SUPPORT | $15,000 |
| BUCK INSTITUTE FOR AGE RESEARCH | ||||||
| 8001 REDWOOD BOULEVARD | NOVATO | CA | 94945 | PC | GENERAL SUPPORT | $100,000 |
| CALIFORNIA ACADEMY OF SCIENCES | ||||||
| 55 MUSIC CONCOURSE DRIVE | SAN FRANCISCO | CA | 94118 | PC | GENERAL SUPPORT | $200,000 |
| CALMATTERS | ||||||
| 1201 K STREET SUITE 1200 | SACRAMENTO | CA | 95814 | PC | GENERAL SUPPORT | $10,000 |
| CENTER FOR INDEPENDENT LIVING | ||||||
| 3075 ADELINE STREET SUITE 110 | BERKELEY | CA | 94703 | PC | GENERAL SUPPORT | $250 |
| CHICANA LATINA FOUNDATION | ||||||
| 1419 BURLINGAME AVE SUITE W2 | BURLINGAME | CA | 94010 | PC | GENERAL SUPPORT | $1,660 |
| CHILDREN INC | ||||||
| P O BOX 72848 | NORTH CHESTERFIELD | VA | 23235 | PC | GENERAL SUPPORT | $2,000 |
| CHILDREN'S ORGAN TRANSPLANT ASSOCIATION | ||||||
| 2501 W COTA DRIVE | BLOOMINGTON | IN | 47403 | PC | GENERAL SUPPORT | $134 |
| COMPUTER TECHNOLOGIES PROGRAM | ||||||
| 3075 ADELINE STREET SUITE 240 | BERKELEY | CA | 94703 | PC | GENERAL SUPPORT | $500 |
| DIRECT RELIEF INTERNATIONAL | ||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | PC | GENERAL SUPPORT | $100 |
| EPISCOPAL COMMUNITY SERVICES | ||||||
| 165 EIGHTH STREET 3RD FLOOR | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $1,500 |
| EXPLORATORIUM | ||||||
| PIER 15 | SAN FRANCISCO | CA | 94111 | PC | GENERAL SUPPORT | $200,000 |
| FINE ARTS MUSEUM | ||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 941184502 | PC | GENERAL SUPPORT | $99 |
| HABITAT FOR HUMANITY | ||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | PC | GENERAL SUPPORT | $500 |
| HARVARD COLLEGE | ||||||
| 86 BRATTLE STREET | CAMBRIDGE | MA | 02138 | PC | GENERAL SUPPORT | $1,000 |
| HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION | ||||||
| THE BROOKDALE CENTER | NEW YORK | NY | 10012 | PC | GENERAL SUPPORT | $12,500 |
| HUMBOLDT STATE UNIVERSITY ADVANCEMENT FOUNDATION | ||||||
| 1 HARPST STREET - NHW 208 | ARCATA | CA | 95521 | PC | GENERAL SUPPORT | $100 |
| INTERNATIONAL HOUSE | ||||||
| 2299 PIEDMONT AVENUE | BERKELEY | CA | 94720 | PC | GENERAL SUPPORT | $500 |
| JEWISH COMMUNITY HIGH SCHOOL OF THE BAY | ||||||
| 1835 ELLIS STREET | SAN FRANCISCO | CA | 94115 | PC | GENERAL SUPPORT | $10,000 |
| JEWISH FAMILY & CHILDREN'S SERVICES | ||||||
| 2150 POST STREET PO BOX 159004 | SAN FRANCISCO | CA | 94115 | PC | GENERAL SUPPORT | $1,000,100 |
| JEWISH FILM INSTITUTE | ||||||
| 145 9TH STREET SUITE 200 | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $2,500 |
| JEWISH HOME AND SENIOR LIVING FOUNDATION | ||||||
| 302 SILVER AVENUE | SAN FRANCISCO | CA | 94112 | PC | GENERAL SUPPORT | $500,000 |
| KANSAS UNIVERSITY ENDOWMENT | ||||||
| 1891 CONSTANT AVENUE | LAWRENCE | KS | 66047 | PC | GENERAL SUPPORT | $1,000 |
| KQED | ||||||
| PO BOX 7618 | SAN FRANCISCO | CA | 94120 | PC | GENERAL SUPPORT | $200,250 |
| LEADING EDGE ALLIANCE INC | ||||||
| 85 BROAD STREET 16TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $25,000 |
| NARAL PRO CHOICE AMERICA FOUNDATION | ||||||
| 1156 15TH STREET SUITE 700 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $10,000 |
| NATIONAL AUDUBON SOCIETY | ||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | PC | GENERAL SUPPORT | $250 |
| NATIONAL MS SOCIETY | ||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $100 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| TWO MILL ROAD SUITE 106 | WILMINGTON | DE | 19806 | PC | GENERAL SUPPORT | $100 |
| NEXT STEP LEARNING CENTER | ||||||
| 2222 CURTIS STREET | OAKLAND | CA | 94607 | PC | GENERAL SUPPORT | $250 |
| ORANGE COUNTY RESCUE MISSION INC | ||||||
| 1 HOPE DRIVE | TUSTIN | CA | 92782 | PC | GENERAL SUPPORT | $100 |
| OVERLAKE CHRISTIAN CHURCH | ||||||
| 9900 WILLOWS ROAD NE | REDWOOD | WA | 98052 | PC | GENERAL SUPPORT | $150 |
| PARTNERSHIP FOR HAAS PREEMINENCE | ||||||
| 2180 SAND HILL ROAD SUITE 100 | MENLO PARK | CA | 94025 | PC | GENERAL SUPPORT | $500,000 |
| PENINSULA JEWISH COMMUNITY CENTER | ||||||
| 800 FOSTER CITY BOULEVARD | FOSTER CITY | CA | 94044 | PC | GENERAL SUPPORT | $10,000 |
| POSSE FOUNDATION | ||||||
| 14 WALL STREET SUITE 8A-60 | NEW YORK | NY | 10005 | PC | GENERAL SUPPORT | $100 |
| PRISON UNIVERSITY PROJECT | ||||||
| PO BOX 492 | SAN QUENTIN | CA | 94964 | PC | GENERAL SUPPORT | $500 |
| REDWOOD CREDIT UNION COMMUNITY FUND | ||||||
| 3033 CLEVELAND AVENUE SUITE 100 | SANTA ROSA | CA | 95403 | PC | GENERAL SUPPORT | $750 |
| SAN FRANCISCO AIDS FOUNDATION | ||||||
| 1035 MARKET STREET SUITE 400 | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $250 |
| SAN FRANCISCO FIREFIGHTERS | ||||||
| 1139 MISSION STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $500 |
| SAN FRANCISCO FOOD BANK | ||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $350 |
| SAN FRANCISCO FREE CLINIC | ||||||
| 4900 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | PC | GENERAL SUPPORT | $250 |
| SAN FRANCISCO MUSEUM OF MODERN ART | ||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 941033159 | PC | GENERAL SUPPORT | $25,100 |
| SAN FRANCISCO SPCA | ||||||
| 201 ALABAMA STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $1,250 |
| SQUAW VALLEY AVALANCE RESCUE DOG FUND | ||||||
| PO BOX 3302 | OLYMPIC VALLEY | CA | 96146 | PC | GENERAL SUPPORT | $300 |
| ST MARY'S COLLEGE OF CALIFORNIA | ||||||
| 1928 SAINT MARYS ROAD PBM 4300 | MORAGA | CA | 94556 | PC | GENERAL SUPPORT | $1,000 |
| ST JOHN'S COLLEGE | ||||||
| 1160 CAMINO CRUZ BLANCA | SANTA FE | NM | 87505 | PC | GENERAL SUPPORT | $500 |
| STANFORD UNIVERSITY | ||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | PC | GENERAL SUPPORT | $10,100 |
| THAT MAN MAY SEE | ||||||
| 1426 FILLMORE STREET SUITE 219 | SAN FRANCISCO | CA | 94115 | PC | GENERAL SUPPORT | $50,000 |
| THE COLLEGE PREPARATORY SCHOOL | ||||||
| 6100 BROADWAY STREET | OAKLAND | CA | 94618 | PC | GENERAL SUPPORT | $2,500 |
| THE MOREHOUSE SCHOOL OF MEDICINE INC | ||||||
| 720 WESTVIEW DRIVE SW | ATLANTA | GA | 30301 | PC | GENERAL SUPPORT | $10,000 |
| THE SALVATION ARMY | ||||||
| 1424 NE EXPRESS WAY | ATLANTA | GA | 30329 | PC | GENERAL SUPPORT | $125 |
| THE SALVATION ARMY - SO CAL DIVISION | ||||||
| 180 E OCEAN BOULEVARD 9TH FLOOR | LONG BEACH | CA | 92802 | PC | GENERAL SUPPORT | $2,000 |
| THE UNIVERSITY CORPORATION SAN FRANCISCO STATE | ||||||
| 1600 HOLLOWAY AVENUE | SAN FRANCISCO | CA | 94132 | PC | GENERAL SUPPORT | $100 |
| THEATRE BAY AREA | ||||||
| 1119 MARKET STREET 2ND FLOOR | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $500 |
| THIRD AVENUE CHARITABLE ORGANIZATION | ||||||
| 1420 3RD AVENUE | SAN DIEGO | CA | 92101 | PC | GENERAL SUPPORT | $150 |
| UC BERKELEY FOUNDATION | ||||||
| HAAS PAVILION 4422 | BERKELEY | CA | 94720 | PC | GENERAL SUPPORT | $789,250 |
| UC DAVIS FOUNDATION | ||||||
| 1460 DREW AVENUE SUITE 100 | DAVIS | CA | 95618 | PC | GENERAL SUPPORT | $100 |
| UC SANTA CRUZ FOUNDATION | ||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | PC | GENERAL SUPPORT | $1,000 |
| UCLA FOUNDATION | ||||||
| 10920 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 900951603 | PC | GENERAL SUPPORT | $50,000 |
| UCSF BENIOFF CHILDREN'S HOSPITAL | ||||||
| 2201 BROADWAY SUITE 600 | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $200,000 |
| UCSF FOUNDATION | ||||||
| 220 MONTGOMERY STREET 5TH FLOOR | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $15,600,100 |
| YOUTH SPEAKS | ||||||
| 1663 MISSION STREET SUITE 604 | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,277,163 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $262,886 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $845,246 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,117 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $741,200 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,962,894 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,950,343 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,950,343 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERSON BAKAR 1984 TRUST - ADMINISTRATIVE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FILBERT ST STE 400 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,050,905 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $26,875 | Amt |
| Net Investment Income | $13,438 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,437 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| LEASEHOLD IMPROVEMENT | 2016-03-01 | $541,531 | $12,911 | SL | 39.000000000000 | $13,885 | $0 |
| OFFICE FURNITURE | 2016-03-01 | $62,937 | $6,152 | SL | 7.000000000000 | $8,991 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACHIEVE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FILBERT STREET NO 400 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2017-11-01 | GrantDt |
| Grant | $250 | GrantAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | THE GRANTEE SUBMITTED FULL AND COMPLETE REP OF ITS EXPENDITURE ON 11/01/17 | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE (OR, PROVIDES THE DETAILS OF THE INDEPENDENT VERIFICATION OF THE GRANTEE'S REPORT, IF APPLICABLE). | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | TANGIBLE PROPERTY REGULATION ELECTIONS: | FormAndLineReferenceDesc |
| Medium Explanation | SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONTAXPAYER IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR.SECTION 1.263(A)-3(N) CAPITALIZATION ELECTIONTAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX STOCK FUND | $30,840,588 | $30,840,588 |
| ARTISAN FUNDS | $9,700,643 | $9,700,643 |
| ASIA ENVIRONMENTAL PARTNERS | $647,551 | $647,551 |
| EMINENCE FUND LTD | $3,178,395 | $3,178,395 |
| ETON PARK OVERSEAS FUND, LTD | $333,837 | $333,837 |
| LBA REALTY FUND III, LP | $1,193,505 | $1,193,505 |
| SOWOOD ALPHA FUND LTD | $8,451 | $8,451 |
| DODGE & COX INTERNATIONAL STOCK FUND | $10,368,044 | $10,368,044 |
| HIGHLINE CAPITAL INTERNATIONAL FUND | $6,065,906 | $6,065,906 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $53,028,572 | BookValueAmt |
| EOYFMV | $53,028,572 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LEASEHOLD IMPROVEMENT | $541,531 | $26,796 | $514,735 |
| OFFICE FURNITURE | $62,937 | $15,143 | $47,794 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,533 | LegalFeesAmt |
| Net Investment Income | $1,267 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,266 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK | $17,240 | $17,240 | $17,240 |
| DEPOSITS | $4,479 | $4,479 | $4,479 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $2,144 | $0 | $2,144 |
| PARTNERSHIP EXPENSES | $87,770 | $93,791 | $0 |
| TELEPHONE | $4,561 | $0 | $4,561 |
| POSTAGE & SHIPPING | $316 | $0 | $316 |
| INSURANCE | $620 | $0 | $620 |
| BANK FEES | $190 | $0 | $190 |
| SECURITY SERVICES | $581 | $0 | $581 |
| OFFICE MAINTENANCE | $1,760 | $0 | $1,760 |
| UTILITIES | $93 | $0 | $93 |
| MISCELLANEOUS EXPENSES | $4,737 | $0 | $4,737 |
| CONSULTING | $238 | $0 | $238 |
| BOOKS AND SUPLLIES EXPENSE | $597 | $0 | $597 |
| GRANT FEASIBILITY COST | $200,770 | $0 | $200,770 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $741,200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $672,637 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN(LOSS) | Desc |
| Amt | $10,962,061 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $64,008 | BOYBookValueAmt |
| EOY Book Value | $64,008 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERSON BAKAR 1984 TRUST- ADMINISTRA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FILBERT STREET SUITE 400 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1 | $1 | $0 |
| PROPERTY TAX | $6,769 | $0 | $6,769 |
| FEDERAL TAX | $324,205 | $0 | $0 |
| FILING FEES | $10 | $0 | $10 |
| TAXES LICENSE | $150 | $0 | $150 |
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