CHARLES A BECKER FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES A BECKER FOUNDATION (EIN 33-0758379)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201811359349103881
- Schema version
- 2017v2.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T15:59:38-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371420474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fontanello Duffield & Otake LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 Montgomery Street Suite 1305 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | 330758379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Charles A Becker Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 6503426870 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 348 | AddressLine1Txt |
| City | Burlingame | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G Eric Pleschner | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Fontanello | PreparerPersonNm |
| PTIN | P01471027 | PTIN |
| Phone | 4159830200 | PhoneNum |
| 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 | $1,618,221 | 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 | $63,455 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $38,427 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,427 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$975 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,000 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$1,189 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,086 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $99,718 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,341 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $91,734 | CompOfcrDirTrstRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $6,642 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,550 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $320 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $320 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,030 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,030 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $162 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $162 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,129 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $5,004 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $5,004 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,846 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,846 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113,867 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $191 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,616 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,616 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $235,483 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $191 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $140,366 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$135,765 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,150 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $235,151 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $201,931 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $201,931 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,377 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $34,748 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $24,232 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $24,232 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $875,251 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,071,869 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,071,869 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $236,730 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $146,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $146,000 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $147,590 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $174,189 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $174,189 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,197 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,197 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,533,847 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,618,221 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,618,221 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,269 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,094 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,269 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,094 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,531,578 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,616,127 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,531,578 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,616,127 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,533,847 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,618,221 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,531,578 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$135,765 | ExcessRevenueOverExpensesAmt |
| Other Increases | $220,314 | OtherIncreasesAmt |
| Subtotal | $1,616,127 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,616,127 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Sales of Publicly Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2012-12-12 | AcquiredDt |
| Sold | 2017-12-12 | SoldDt |
| Gross Sales Price | $44,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $44,975 | CostOrOtherBasisAmt |
| Gain Or Loss | -$975 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$975 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$975 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $176,527 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,489,325 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.11853 | DistributionYr1Rt |
| Total Distribution | 0.118528 | TotalDistributionRt |
| Average Distribution | 0.118528 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,454,884 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $172,444 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $372 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $172,816 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $140,366 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $743 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $743 | SubtotalAmt |
| Tax Based On Investment Income | $743 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,472 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,472 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $729 | OverpaymentAmt |
| Applied To ES Tax | $729 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G Eric Pleschner | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503426870 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 348 | AddressLine1Txt |
| City | Burlingame | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94011 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| G Eric Pleschner | |||||||
| PO Box 348 | Burlingame | CA | 94011 | President | 30.00 | $84,351 | $7,383 |
| Evelyn Daskalakis | |||||||
| PO Box 348 | Burlingame | CA | 94011 | Secretary | 1.50 | $0 | |
| Dan Ela | |||||||
| PO Box 348 | Burlingame | CA | 94011 | Director | 1.00 | $0 | |
| Chip Rich | |||||||
| PO Box 348 | Burlingame | CA | 94011 | Treasurer | 1.50 | $0 | |
| Diane Steele | |||||||
| PO Box 348 | Burlingame | CA | 94011 | Director | 1.00 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,257,218 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $219,822 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,477,040 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,477,040 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,156 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,454,884 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,744 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,744 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $743 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $743 | TotalTaxAmt |
| Distributable Before Adj | $72,001 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $72,001 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $72,001 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $140,366 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $140,366 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $140,366 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,001 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $102,889 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $102,889 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $140,366 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,001 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $68,365 | RemainingDistriFromCorpusAmt |
| Total Corpus | $171,254 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $171,254 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $102,889 | ExcessFromYear1Amt |
| Excess From Current Year | $68,365 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YMCA of San Francisco | |||||||
| 50 California Street 650 | San Francisco | CA | 94111 | N/A | PC | General Support | $22,500 |
| Ocean Shore School PTO | |||||||
| 411 Oceana Blvd | Pacifica | CA | 94044 | N/A | PC | General Support | $15,000 |
| Sojourn To the Past | |||||||
| 10 Rollins Rd 101 | Millbrae | CA | 94030 | N/A | PC | General Support | $16,000 |
| San Francisco Conservatory of Music | |||||||
| 50 Oak Street | San Francisco | CA | 94102 | N/A | PC | General Support | $20,000 |
| Slide Ranch | |||||||
| 2025 Shoreline Hwy | Muir Beach | CA | 94965 | N/A | PC | General Support | $25,350 |
| San Jose State University | |||||||
| 1 Washington Sq | San Jose | CA | 95192 | N/A | PC | Athletics | $1,650 |
| San Francisco Zoo | |||||||
| Sloat Blvd at the Great Highway | San Francisco | CA | 94132 | N/A | PC | General Support | $130 |
| San Francisco Museum of Modern Art | |||||||
| 151 3rd Street | San Francisco | CA | 94103 | N/A | PC | General Support | $100 |
| Fine Arts Museums of San Francisco | |||||||
| 50 Hagiwara Tea Garden Drive | San Francisco | CA | 94118 | N/A | PC | General Support | $149 |
| School of the Madeleine | |||||||
| 1225 Milvia St | Berkeley | CA | 94709 | N/A | PC | General Support | $10,000 |
| Voice of Witness | |||||||
| 849 Valencia St | San Francisco | CA | 94110 | N/A | PC | General Support | $10,527 |
| San Francisco Botanical Garden Soci | |||||||
| 1199 9th Ave | San Francisco | CA | 94122 | N/A | PC | General Support | $70 |
| New Image | |||||||
| PO Box 923023 | Sylmar | CA | 91392 | N/A | PC | General Support | $140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,616 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,427 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$975 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| Income From Partnerships | 900099 | -$1,103 | 14 | -$1,086 | |
| Other Income | $1,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,103 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $36,366 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,263 | 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 |
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 Person | Charles A Becker CLUT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 348 | AddressLine1Txt |
| City | Burlingame | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $63,455 | 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 | $5,030 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,030 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T Inc, 5.500% 2/1/18 | $7,020 | $7,020 |
| Citigroup Inc, 4.500% 1/14/22 | $4,255 | $4,255 |
| Costco Wholesale Corp, 1.700% 12/15/19 | $24,840 | $24,840 |
| Cisco Systems Inc, 4.950% 12/15/19 | $8,260 | $8,260 |
| Eli Lilly & Co, 5.200% 3/15/17 | ||
| Goldman Sachs Group Inc, 6.150% 4/1/18 | $30,316 | $30,316 |
| General Electric Cap Corp, 5.625% 5/1/18 | $30,358 | $30,358 |
| Microsoft Corp, 3.00% 10/1/20 | $25,573 | $25,573 |
| Pepsico Inc, 5.00% 6/1/18 | $7,091 | $7,091 |
| Pitney Bowes Inc, 4.750% 5/15/18 | ||
| Shell International Co, 4.300% 9/22/19 | $8,287 | $8,287 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Amgen Inc, 850 Sh | $147,815 | $147,815 |
| Apple Inc, 825 Sh | $139,615 | $139,615 |
| Chemours Co, 335 Sh | $16,770 | $16,770 |
| Cisco Systems Inc, 1,582 Sh | $60,589 | $60,589 |
| Du Pont E I De Nemours, 865 Sh | $61,605 | $61,605 |
| Exxon Mobil Corp, 1,000 Sh | $83,640 | $83,640 |
| Intel Corp, 2,000 | $92,320 | $92,320 |
| Johnson & Johnson Co, 1,000 Sh | $139,720 | $139,720 |
| Microsoft Corp, 2,000 Sh | $171,080 | $171,080 |
| Phillips 66 Co, 150 Sh | $15,173 | $15,173 |
| Procter & Gamble Co, 600 Sh | $55,128 | $55,128 |
| Royal Dutch Shell PLC, 150 Sh | $10,007 | $10,007 |
| Wallgreens Boots Alliance Inc, 700 Sh | $50,834 | $50,834 |
| Valero Energy Corp, 300 Sh | $27,573 | $27,573 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $24,232 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $24,232 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DCP Midstream Partners, 700 Sh | FMV | $25,431 | $25,431 |
| Vanguard Dividend ETF, 1000 Sh | FMV | $102,030 | $102,030 |
| Powershares QQQ Trust SE, 300 Sh | FMV | $46,728 | $46,728 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| Furniture and Fixtures | $152 | $152 |
| Machinery and Equipment | $2,045 | $2,045 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $320 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $320 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Board Expenses | $722 | $722 |
| Filing Fees | $60 | $60 |
| Insurance Expenses | $1,089 | $1,089 |
| Memberships | $750 | $750 |
| Office Supplies & Expenses | $1,163 | $1,163 |
| Other Expenses | $62 | $62 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Income From Partnerships | -$2,189 | -$1,086 |
| Other Income | $1,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $162 | Amt |
| Net Investment Income | $162 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $1,100 | |
| Foreign Tax on Investments | $29 | $29 |
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