THE BINKLEY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: THE BINKLEY FOUNDATION (EIN 68-0233907)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-05-01
IRS object ID: 201801219349101655
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
Accounting Fees Schedule
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-05-01T18:04:03-07:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	943412153	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	COMPLETE FINANCIAL	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1851 DIVISADERO ST	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94115	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	680233907	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE BINKLEY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BINK	BusinessNameControlTxt
Phone	9256390835	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	59 MARTHA ROAD	AddressLine1Txt
City	ORINDA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	945633558	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CHARLES MITCHELL	PersonNm
Person Title	TREASURER CFO	PersonTitleTxt
Phone	9256390835	PhoneNum
Signature	2018-05-01	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	C ERIK HSIEH EA	PreparerPersonNm
PTIN	P00331152	PTIN
Phone	4152028555	PhoneNum
Preparation	2018-05-01	PreparationDt

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$0	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

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	$7	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$7	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$7	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$10,712	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$10,712	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$10,712	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$13,580	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$222,064	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$24,299	TotalRevAndExpnssAmt
Total Net Invst Incm	$10,720	TotalNetInvstIncmAmt
Total Adj Net Incm	$10,719	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$650	AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$650	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$12,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$12,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$13,150	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$12,500	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$11,149	ExcessRevenueOverExpensesAmt
Net Investment Income	$10,720	NetInvestmentIncomeAmt
Adjusted Net Income	$10,719	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$3,740	CashBOYAmt
Cash EOY	$1,582	CashEOYAmt
Sav And Temp Cash Invst BOY	$8,189	SavAndTempCashInvstBOYAmt
Corporate Stock BOY	$340,772	CorporateStockBOYAmt
Corporate Stock EOY	$433,544	CorporateStockEOYAmt
Total Assets BOY	$352,701	TotalAssetsBOYAmt
Total Assets EOY	$435,126	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$352,701	UnrestrictedBOYAmt
Unrestricted EOY	$435,126	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$352,701	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$435,126	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$352,701	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$435,126	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$352,701	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$11,149	ExcessRevenueOverExpensesAmt
Other Increases	$71,276	OtherIncreasesAmt
Subtotal	$435,126	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$435,126	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$13,000	AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2	$12,000	AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3	$12,000	AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4	$10,000	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets	$405,327	NetVlNoncharitableAssetsAmt
Net Investment Income Pct	$107	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$107	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$12,500	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	$107	InvestmentIncomeExciseTaxAmt
Subtotal	$107	SubtotalAmt
Tax Based On Investment Income	$107	TaxBasedOnInvestmentIncomeAmt
Tax Due	$107	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
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
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
Individual With Books	CHARLES MITCHELL	IndividualWithBooksNm
Phone	9256390835	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	59 MARTHA ROAD	AddressLine1Txt
City	ORINDA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	945633558	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
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	CHARLES MITCHELL	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	59 MARTHA RD	AddressLine1Txt
City	ORINDA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	945633558	ZIPCd

Field	Value	IRS element (for citing)
Title	TREASURER CF	TitleTxt
Average Hrs Per Wk Devoted To Pos	000.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	SUPPORT CAUSES THAT IMPROVE HUMAN HEALTH AND ENHANCE OUR KNOWLEDGE.	Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$410,000	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,500	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$411,500	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$411,500	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$6,173	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$405,327	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$20,266	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$20,266	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$107	TaxBasedOnInvestmentIncomeAmt
Total Tax	$107	TotalTaxAmt
Distributable Before Adj	$20,159	DistributableBeforeAdjAmt
Distributable Before Ded	$20,159	DistributableBeforeDedAmt
Distributable As Adjusted	$20,159	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$12,500	ExpensesAndContributionsAmt
Qualifying Distributions	$12,500	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$107	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$12,393	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$20,159	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$10,000	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$12,000	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$12,000	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$13,000	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$47,000	TotalExcessDistributionCyovAmt
Qualifying Distributions	$12,500	QualifyingDistributionsAmt
Applied To Current Year	$12,500	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$7,659	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$7,659	ExcessDistributionCyovAppCYAmt
Total Corpus	$39,341	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$39,341	ExcessDistriCyovToNextYrAmt
Excess From Year4	$2,341	ExcessFromYear4Amt
Excess From Year3	$12,000	ExcessFromYear3Amt
Excess From Year2	$12,000	ExcessFromYear2Amt
Excess From Year1	$13,000	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
UC BERKELEY FOUNDATION FORATHLETICS
336 SPROUL HALL	BERKELEY	CA	94720	CHARITABLE	$5,000
VASCULAR CURES
555 PRICE AVE SUITE 180	REDWOOD CITY	CA	94063	CHARITABLE	$5,000
ALZHEIMER'S ASSOCIATION
100 PINE ST 2040	SAN FRANCISCO	CA	94111	CHARITIBLE	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$12,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$7	RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$10,712	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$13,580	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$24,299	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$24,299	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	TAX PREPARATION	CategoryTxt
Amt	$650	Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDesc	AcquiredAcquiredDt	How AcquiredHowAcquiredTxt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt
VARIOUS SHORT-TERM TRANSACTIONS	2015-10	PURCHASE	2017-09	$1,144	$1,073	$71
VARIOUS LONG-TERM TRANSACTIONS	2017-01	PURCHASE	2017-04	$220,919	$207,411	$13,508

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	INVESTMENTS	StockNm
EOY Book Value	$433,544	EOYBookValueAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	INVESTMENT APPRECIATION	Desc
Amt	$71,276	Amt

THE BINKLEY FOUNDATION: Form 990PF, tax year 2017

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Comments