JA COMMUNITY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JA COMMUNITY FOUNDATION (EIN 47-5147963)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-09-12
IRS object ID
201812559349100426
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-09-12T18:35:42-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261367143PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NAVOLIO & TALLMAN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 MISSION ST STE 650AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475147963EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JA COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJACOBusinessNameControlTxt
Phone8004006633PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1180 GRAND AVENUE NO 1530AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN DIVIZICHPersonNm
Person TitleCHIEF EXECUTIVEPersonTitleTxt
Phone8004006633PhoneNum
Signature2018-09-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS J PARRYPreparerPersonNm
PTINP00154906PTIN
Phone4159561750PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.28.108.90IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-09-10IPDt
IP Tm14:48:52IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id82299930A4F8B5A2773F333182FAEAEFA1FDE054AtSubmissionCreationDeviceId
At Submission Filing Device Id5AF71FA81FA460B395D02E8AF162C74CD957BFB5AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,778,583FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$68,997DividendsRevAndExpnssAmt
Dividends Net Invst Incm$68,997DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$104,545NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$450,181GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$104,545CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$173,542TotalRevAndExpnssAmt
Total Net Invst Incm$173,542TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,444LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$2,781OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$119,838OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$19,371OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$124,063TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,371TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$208,352ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$208,352ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$332,415TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,371TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$208,352TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$158,873ExcessRevenueOverExpensesAmt
Net Investment Income$154,171NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$68,516CashBOYAmt
Cash EOY$71,780CashEOYAmt
Cash EOYFMV$71,780CashEOYFMVAmt
Sav And Temp Cash Invst BOY$172,628SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$169,363SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$169,363SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,907,198CorporateStockBOYAmt
Corporate Stock EOY$1,738,033CorporateStockEOYAmt
Corporate Stock EOYFMV$2,103,233CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,415,422CorporateBondsBOYAmt
Corporate Bonds EOY$1,424,515CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,433,007CorporateBondsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$1,200OtherAssetsEOYAmt
Other Assets EOYFMV$1,200OtherAssetsEOYFMVAmt
Total Assets BOY$3,563,764TotalAssetsBOYAmt
Total Assets EOY$3,404,891TotalAssetsEOYAmt
Total Assets EOYFMV$3,778,583TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,563,764RetainedEarningBOYAmt
Retained Earning EOY$3,404,891RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,563,764TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,404,891TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,563,764TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,404,891TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,563,764TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$158,873ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,404,891SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,404,891TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UNION BANK #0740P$368,020$202,372$165,648$165,648
UNION BANK #0740P$82,161$143,264-$61,103-$61,103
FieldValueIRS element (for citing)
Capital Gain Net Income$104,545CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$111,723AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,815,944NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.039675DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$290,336NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Total Distribution0.039675TotalDistributionRt
Average Distribution0.019838AverageDistributionRt
Net Vl Noncharitable Assets$3,719,429NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$73,786AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,542NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$75,328AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$208,352QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,542InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,542SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,542TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$400EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$3,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,400TotalPaymentsAndCreditsAmt
Es Penalty$8EsPenaltyAmt
Overpayment$1,850OverpaymentAmt
Applied To ES Tax$1,850AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJA HEALTH BENEFITS TRUSTIndividualWithBooksNm
Phone8004006633PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1180 GRAND AVENUE NO 1530AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DR LEROY MORISHITA
180 GRAND AVENUE NO 1530OAKLANDCA94612PRESIDENT & DIRECTOR0.50$0$0$0
DOUG URATA
180 GRAND AVENUE NO 1530OAKLANDCA94612VICE-PRESIDENT & DIRECTOR2.00$0$0$0
CAROL NISHITA
180 GRAND AVENUE NO 1530OAKLANDCA94612SECRETARY & DIRECTOR2.00$0$0$0
JAMES OSHIMA
180 GRAND AVENUE NO 1530OAKLANDCA94612TREASURER & DIRECTOR1.00$0$0$0
KEVIN NAGATA
180 GRAND AVENUE NO 1530OAKLANDCA94612DIRECTOR2.00$0$0$0
EDWARD ODA
180 GRAND AVENUE NO 1530OAKLANDCA94612DIRECTOR2.00$0$0$0
SHIG NAITO
180 GRAND AVENUE NO 1530OAKLANDCA94612DIRECTOR0.50$0$0$0
KIKUO NAKAHARA
180 GRAND AVENUE NO 1530OAKLANDCA94612DIRECTOR0.50$0$0$0
CAROLE YAMAKOSHI
180 GRAND AVENUE NO 1530OAKLANDCA94612DIRECTOR2.00$0$0$0
STEPHEN DIVIZICH
180 GRAND AVENUE NO 1530OAKLANDCA94612CHIEF EXECUTIVE20.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,551,671AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$224,399AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,776,070TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,776,070AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56,641CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,719,429NetVlNoncharitableAssetsAmt
Minimum Investment Return$185,971MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$185,971MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,542TaxBasedOnInvestmentIncomeAmt
Total Tax$1,542TotalTaxAmt
Distributable Before Adj$184,429DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$184,429DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$184,429DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$208,352ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$208,352QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,542PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$206,810AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$184,429DistributableAsAdjustedAmt
Undistributed Income PY$31,855UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$208,352QualifyingDistributionsAmt
Applied To Year1$31,855AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$176,497AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$7,932UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTRAL CALIFORNIA NIKKEI FOUNDATION DBA VINTAGE GARDENS ASSISTED LIVING CO
540 S PEACH AVEFRESNOCA93727501(C)(3)COMMUNITY OUTREACH$15,000
EAST SAN GABRIEL VALLEY JAPANESE COMMUNITY CENTER
1203 W PUENTE AVEWEST COVINACA91790501(C)(3)COMMUNITY OUTREACH$1,000
GRATEFUL CRANE ENSEMBLE
1130 TROPICAL AVEPASADENACA91107501(C)(3)COMMUNITY OUTREACH$10,726
J-SEI INC
1285 66TH STREETEMERYVILLECA94608501(C)(3)COMMUNITY OUTREACH$25,000
ACC SENIOR SERVICES
7334 PARK CITY DRIVESACRAMENTOCA95831501(C)(3)COMMUNITY OUTREACH$5,666
JAPANESE AMERICAN NATIONAL MUSEUM
100 N CENTRAL AVELOS ANGELESCA90012501(C)(3)COMMUNITY OUTREACH$20,380
KIMOCHI INC
1715 BUCHANAN STREETSAN FRANCISCOCA94115501(C)(3)COMMUNITY OUTREACH$20,000
NATIONAL JAPANESE AMERICAN HISTORICAL SOCIETY
1684 POST STREETSAN FRANCISCOCA94115501(C)(3)COMMUNITY OUTREACH$15,000
SAN FERNANDO VALLEY JA COMMUNITY CENTER
12953 BRANFORD STREETARLETACA91331501(C)(3)COMMUNITY OUTREACH$20,000
TANFORAN ASSEMBLY CENTER MEMORIAL COMMITTEE
PO BOX 5285RICHMONDCA94805501(C)(3)COMMUNITY OUTREACH$5,000
YU-AI KAI
588 N 4TH STREETSAN JOSECA95112501(C)(3)COMMUNITY OUTREACH$15,000
JAPANESE AMERICAN MUSEUM OF SAN JOSE
535 N 5TH STREETSAN JOSECA95112501(C)(3)COMMUNITY OUTREACH$12,500
MEDIA BRIDGES INC (GUIDESTAR)
444 4TH STREETDAVISCA95616501(C)(3)COMMUNITY OUTREACH$25,000
MEALS ON WHEELS BY ACC
7375 PARK CITY DRIVESACRAMENTOCA95831501(C)(3)COMMUNITY OUTREACH$18,080
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$208,352TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1EAST SAN GABRIEL VALLEY JAPANESE COMMUNITY CENTERBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11203 W PUENTE AVEAddressLine1Txt
CityWEST COVINACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91790ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation Status501(C)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeCOMMUNITY OUTREACHGrantOrContributionPurposeTxt
Amt$24,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$24,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,997ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$104,545ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$173,542ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$173,542TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$1,424,515EOYBookValueAmt
EOYFMV$1,433,007EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$1,738,033EOYBookValueAmt
EOYFMV$2,103,233EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,444LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDEPOSITS - FEDERAL TAXDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$1,200EOYBookValueAmt
EOYFMV$1,200EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISOR FEES$19,371$19,371$0
ADMINISTRATIVE FEES PAID TO JA HEALTH BENEFITS FPC$100,000$0$0
OTHER EXPENSES$457$0$0
FRANCHISE TAX$10$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONTRACT SERVICESCategoryTxt
Amt$2,781Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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