MINAMI TAMAKI YAMAUCHI KWOK & LEE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MINAMI TAMAKI YAMAUCHI KWOK & LEE FOUNDATION (EIN 47-2387353)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-09
- IRS object ID
- 201812219349100806
- Schema version
- 2016v3.0
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-09T12:57:45-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330835986 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUAR MILNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 9TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941051815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472387353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINAMI TAMAKI YAMAUCHI KWOK & LEE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MINA | BusinessNameControlTxt |
| Phone | 4159770558 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 POST STREET 8TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DALE MINAMI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4159770558 | PhoneNum |
| Signature | 2018-07-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH KAMINSKI | PreparerPersonNm |
| PTIN | P00645581 | PTIN |
| Phone | 4157812500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $960,989 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $56,815 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,535 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,535 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,518 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,518 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $61,868 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,053 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,980 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,490 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,490 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,783 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,892 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,891 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $52 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,412 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,412 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,351 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,189 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $162 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,328 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,446 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,830 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $152,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $152,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $178,328 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,446 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $167,830 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$116,460 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,068,703 | CashBOYAmt |
| Cash EOY | $148,438 | CashEOYAmt |
| Cash EOYFMV | $148,438 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $443,496 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $463,340 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $350,320 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $349,211 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,068,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $942,254 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $960,989 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,068,703 | RetainedEarningBOYAmt |
| Retained Earning EOY | $942,254 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,068,703 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $942,254 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,068,703 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $942,254 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,068,703 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$116,460 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $952,243 | SubtotalAmt |
| Other Decreases | $9,989 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $942,254 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $106,700 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,039,837 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.102612 | DistributionYr1Rt |
| Total Distribution | 0.102612 | TotalDistributionRt |
| Average Distribution | 0.102612 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $998,669 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $102,475 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $102,475 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $167,830 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
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 | WWW.MTYKL.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4159770558 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 POST STREET 8TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| DALE MINAMI | ||||||||
| 360 POST STREET 8TH FLOOR | SAN FRANCISCO | CA | 94108 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| DONALD K TAMAKI | ||||||||
| 360 POST STREET 8TH FLOOR | SAN FRANCISCO | CA | 94108 | SECRETARY | 5.00 | $0 | $0 | $0 |
| MINETTE A KWOK | ||||||||
| 360 POST STREET 8TH FLOOR | SAN FRANCISCO | CA | 94108 | TREASURER | 5.00 | $0 | $0 | $0 |
| JACK W LEE | ||||||||
| 360 POST STREET 8TH FLOOR | SAN FRANCISCO | CA | 94108 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| BRAD YAMAUCHI | ||||||||
| 360 POST STREET 8TH FLOOR | SAN FRANCISCO | CA | 94108 | DIRECTOR | 5.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $104,348 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $909,529 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,013,877 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,013,877 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,208 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $998,669 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,933 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,933 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $49,933 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,933 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,933 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $167,830 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $167,830 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $167,830 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,933 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $12,661 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,661 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $167,830 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,933 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $117,897 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $130,558 | 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 | $130,558 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $12,661 | ExcessFromYear1Amt |
| Excess From Current Year | $117,897 | 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 |
|---|---|---|---|---|---|---|---|
| AABA LAW FOUNDATION | |||||||
| PO BOX 387 | SAN FRANCISCO | CA | 94104 | N/A | PC | GARRICK S. LEW SCHOLARSHIP FUND | $10,000 |
| ASIAN AMERICANS ADVANCING JUSTICE-ASIAN LAW CAUCUS | |||||||
| 55 COLUMBUS AVENUE | SAN FRANCISCO | CA | 94111 | N/A | PC | IMMIGRANT RIGHTS INITIATIVE | $10,000 |
| ASIAN PACIFIC ISLANDER LEGAL OUTREACH | |||||||
| 1121 MISSION STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | IMMIGRANT RIGHTS INITIATIVE | $10,000 |
| CENTER FOR GENDER AND REFUGEE STUDIES UC HASTINGS COLLEGE OF THE LAW | |||||||
| 200 MCALLISTER STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | IMMIGRANT RIGHTS INITIATIVE | $10,000 |
| CENTRO LEGAL DE LA RAZA INC | |||||||
| 3400 EAST 12TH STREET | OAKLAND | CA | 94601 | N/A | PC | IMMIGRANT RIGHTS INITIATIVE | $10,000 |
| CHINESE FOR AFFIRMATIVE ACTION | |||||||
| 17 WALTER U LUM PLACE | SAN FRANCISCO | CA | 94108 | N/A | PC | IMMIGRANT RIGHTS INITIATIVE | $10,000 |
| EQUAL JUSTICE SOCIETY | |||||||
| 1939 HARRISON STREET SUITE 818 | OAKLAND | CA | 94612 | N/A | PC | IMMIGRANT RIGHTS INITIATIVE | $10,000 |
| FRED T KOREMATSU INSTITUTE | |||||||
| PO BOX 29527 | SAN FRANCISCO | CA | 94129 | N/A | PC | COMMUNITY INITIATIVES | $20,000 |
| IMMIGRANT LEGAL RESOURCE CENTER | |||||||
| 1663 MISSION STREET SUITE 602 | SAN FRANCISCO | CA | 94103 | N/A | PC | IMMIGRANT RIGHTS INITIATIVE | $10,000 |
| LEGAL AID SOCIETY-EMPLOYMENT LAW CENTER | |||||||
| 180 MONTGOMERY STREET SUITE 600 | SAN FRANCISCO | CA | 94104 | N/A | PC | IMMIGRANT RIGHTS INITIATIVE | $22,000 |
| SANTA CLARA COUNTY ASIAN LAW ALLIANCE INC | |||||||
| 991 WEST HEDDING STREET 202 | SAN JOSE | CA | 95126 | N/A | PC | COMMUNITY INITIATIVES | $10,000 |
| UC BERKELEY FOUNDATION | |||||||
| 1995 UNIVERSITY AVENUE SUITE 401 | BERKELEY | CA | 94704 | N/A | PC | AAADA DEPARTMENT | $10,000 |
| UNIVERSITY OF HAWAII FOUNDATION | |||||||
| PO BOX 11270 | HONOLULU | HI | 96828 | N/A | PC | COMMUNITY INITIATIVES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $152,000 | 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 | $3,535 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,518 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,053 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,053 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MINAMI TAMAKI LLP | |||||||
| 1 | 360 POST STREET 8TH FLOOR | SAN FRANCISCO | CA | 94108 | $16,411 | Yes (X) | |
| DON TAMAKI | |||||||
| 2 | 317 RAMONA AVENUE | PIEDMONT | CA | 94611 | $5,000 | Yes (X) | |
| JONATHAN LOGAN FAMILY FOUNDATION | |||||||
| 3 | 3003 DWIGHT WAY | BERKELEY | CA | 94704 | $30,000 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | 160 SHARES BERKSHIRE HATHAWAY INC. (BRK-B) | NoncashPropertyDesc |
| Fair Market Value | $28,970 | FairMarketValueAmt |
| Received | 2017-08-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,750 | Amt |
| Net Investment Income | $2,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,875 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 020000.000 HOME DEPOT INC | $21,472 | $21,174 |
| 025000.000 COCA COLA CO | $26,281 | $26,114 |
| 020000.000 PHILIP INTL INC | $19,901 | $19,544 |
| 020000.000 MERCK & CO NOTES | $20,515 | $20,529 |
| 025000.000 SIMON PPTY GROUP LP | $25,100 | $24,887 |
| 025000.000 WELLS FARGO & CO | $24,646 | $24,556 |
| 025000.000 NOVARTIS CAPITAL CORP | $26,357 | $26,189 |
| 025000.000 WELLS FARGO & CO NEW SR NT | $24,520 | $24,446 |
| 020000.000 APPLE INC NT | $19,958 | $19,962 |
| 003528.074 VANGUARD SHORT-TERM INVESTMENT | $37,813 | $37,715 |
| 001055.988 EATON VANCE FLOATING RATE & HIGH | $9,398 | $9,367 |
| 002272.506 PIMCO INCOME FUND INSTITUTIONAL | $28,247 | $28,270 |
| 002855.333 BLACKROCK STRATEGIC INCOME | $28,392 | $28,496 |
| 002684.789 EATON VANCE GLOBAL MACRO ABSOLUTE | $28,352 | $28,459 |
| 000795.220 WESTERN ASSET MACRO OPPORTUNITIES | $9,368 | $9,503 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 000070.000 ECOLAB INC COM | $9,129 | $9,003 |
| 000050.000 PRAXAIR INC COM | $6,563 | $6,987 |
| 000150.000 FORTIVE CORP COM | $9,750 | $10,619 |
| 000015.000 LOCKHEED MARTIN CORP COM | $4,414 | $4,654 |
| 000200.000 STARBUCKS CORP COM | $10,782 | $10,742 |
| 000100.000 DISNEY WALT CO COM DISNEY | $10,577 | $9,857 |
| 000005.000 AMAZON COM INC COM | $5,001 | $4,807 |
| 000050.000 TJX COS INC NEW COM | $3,600 | $3,687 |
| 000060.000 COSTCO WHSL CORP NEW COM | $9,547 | $9,857 |
| 000100.000 CELGENE CORP COM | $13,820 | $14,582 |
| 000100.000 GILEAD SCIENCES COM | $8,327 | $8,102 |
| 000150.000 MERCK & CO INC COM | $9,601 | $9,605 |
| 000100.000 CITIGROUP INC COM NEW | $6,829 | $7,274 |
| 000150.000 JPMORGAN CHASE & CO COM | $14,057 | $14,327 |
| 000075.000 BANK NEW YORK MELLON CORP COM | $3,996 | $3,977 |
| 000160.000 BERKSHIRE HATHAWAY INC DEL CL B NEW | $18,980 | $29,331 |
| 000200.000 SCHWAB CHARLES CORP NEW COM | $7,759 | $8,748 |
| 000010.000 ALPHABET INC CAP STK CLA | $9,533 | $9,737 |
| 000025.000 FACEBOOK INC CL A | $4,306 | $4,272 |
| 000070.000 MASTERCARD INCORPORATED CL A | $9,147 | $9,884 |
| 000100.000 MICROSOFT CORP COM | $7,402 | $7,449 |
| 000025.000 APPLE INC COM | $3,810 | $3,853 |
| 000150.000 CISCO SYS INC COM | $4,744 | $5,045 |
| 000100.000 XILINX INC COM | $6,266 | $7,083 |
| 000100.000 VERIZON COMMUNICATIONS INC COM | $4,742 | $4,949 |
| 000150.000 WEC ENERGY GROUP INC COM | $9,562 | $9,417 |
| 000141.143 T ROWE PRICE GROWTH STOCK CLASS 1 | $9,368 | $9,486 |
| 000183.047 T ROWE PRICE NEW HORIZONS CLASS I | $9,667 | $9,983 |
| 000073.425 DODGE & COX STOCK FUND #145 | $14,298 | $14,723 |
| 000223.975 UNDISCOVERED MANAGERS BEHAVIORAL | $14,500 | $15,539 |
| 000153.984 DODGE & COX INTERNATIONAL STOCK FUND | $7,025 | $7,185 |
| 006591.805 NATIONWIDE BAILARD INTERNATIONAL | $56,910 | $57,678 |
| 000308.101 HARTFORD SCHRODERS EMERGING MARKETS | $4,683 | $4,840 |
| 000219.976 MFS INTERNATIONAL GROWTH R6#4805 | $7,025 | $7,202 |
| 000075.000 SCHLUMBERGER LTD COM | $5,140 | $5,232 |
| 000200.000 SUNCOR ENERGY INC NEW COM | $6,404 | $7,006 |
| 000050.000 CHUBB LIMITED COM | $7,439 | $7,128 |
| 000129.000 VANGUARD INDEX FDS MID CAP ETF | $18,724 | $18,963 |
| 000550.000 VANGUARD TAX MANAGED INTL FD FTSE | $23,431 | $23,876 |
| 000200.000 VANGUARD INTL EQUITY INDEX F FTSE | $8,895 | $8,714 |
| 000711.628 ARBITRAGE FUND CLASS I SHS #1000 | $9,643 | $9,650 |
| 000863.253 BLACKSTONE ALTERNATIVE | $9,366 | $9,427 |
| 001065.721 AQR MANAGED FUTURES STRATEGY FUND | $9,368 | $9,389 |
| 000950.893 NATIXIS ASG MANAGED FUTURES STRATEGY | $9,366 | $9,471 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $4,980 | LegalFeesAmt |
| Net Investment Income | $2,490 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,490 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED SECURITY ADJUSTMENT | Desc |
| Amt | $9,989 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CUSTODY FEES | $1,189 | $1,189 | $0 |
| OFFICE EXPENSE | $112 | $0 | $112 |
| REGISTRY OF CHARITABLE TRUST | $50 | $0 | $50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $2,627 | $1,314 | $1,313 |
| ARCHIVIST | $5,156 | $2,578 | $2,578 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MINAMI TAMAKI LLP | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 POST STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $10 | $0 | $0 |
| FEDERAL EXCISE TAX | $42 | $0 | $0 |
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