CHIP CONLEY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CHIP CONLEY FOUNDATION (EIN 81-3243129)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-04
- IRS object ID
- 201822779349100207
- 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
- Depreciation Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-04T11:59:11-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BUSH STREET STE 1800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941044425 | 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 | 813243129 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chip Conley Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LYNDA MALONE | InCareOfNm |
| Business Name Control | CHIP | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2342 Shattuck Ave Suite 886 | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE CONLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4152485944 | PhoneNum |
| Signature | 2018-08-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL CAMPBELL CPA | PreparerPersonNm |
| PTIN | P00624713 | PTIN |
| Phone | 4153977900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.53.129.138 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 94384120182775000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-10-04 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 88E64A629FA13438295EC08E47BCF65CD0E2E684 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 88E64A629FA13438295EC08E47BCF65CD0E2E684 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,164,399 | 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 | $671,895 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $23,984 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,984 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,736 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $426,611 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,736 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $744,615 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,720 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $72,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $9,875 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,875 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,909 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,909 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,725 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $118 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,608 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,509 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,902 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $80,608 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $570,089 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $570,089 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $671,598 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,902 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $650,697 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $73,017 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,818 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $102,554 | CashBOYAmt |
| Cash EOY | $72,684 | CashEOYAmt |
| Cash EOYFMV | $72,684 | CashEOYFMVAmt |
| Corporate Stock BOY | $736,272 | CorporateStockBOYAmt |
| Corporate Stock EOY | $832,904 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $988,303 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $102,879 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $102,879 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $103,412 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $941,705 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,008,467 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,164,399 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $941,705 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,008,467 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $941,705 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,008,467 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $941,705 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,008,467 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $941,705 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $73,017 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,126 | OtherIncreasesAmt |
| Subtotal | $1,018,848 | SubtotalAmt |
| Other Decreases | $10,381 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,008,467 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH #02554 ST COVERED | 2017-01-01 | 2017-12-31 | $210,889 | $195,296 | $15,593 | $15,593 |
| 2 SHS CALL EW | 2017-08-21 | 2017-08-31 | $270 | $0 | $270 | $270 |
| MERRILL LYNCH #02554 LT COVERED | 2017-01-01 | 2017-12-31 | $215,452 | $182,579 | $32,873 | $32,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,736 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $253,207 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $796,900 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.31774 | DistributionYr1Rt |
| Total Distribution | 0.31774 | TotalDistributionRt |
| Average Distribution | 0.15887 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,035,979 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $164,586 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $518 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $165,104 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $650,697 | 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 | $518 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $518 | SubtotalAmt |
| Tax Based On Investment Income | $518 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $579 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,079 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,561 | OverpaymentAmt |
| Applied To ES Tax | $2,561 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNDA MALONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152485933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 83 JOHN STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ANNE CONLEY | ||||||||
| 2342 Shattuck Ave | Berkeley | CA | 94704 | PRESIDENT | 40.0 | $80,000 | $0 | $0 |
| Stephen T Conley | ||||||||
| 2342 Shattuck Ave | Berkeley | CA | 94704 | Director | 0 | $0 | $0 | $0 |
| Oren Bronstein | ||||||||
| 1605 18th Street | San Francisco | CA | 94107 | Director | 0 | $0 | $0 | $0 |
| Lynda Malone | ||||||||
| 83 John Street | San Francisco | CA | 94133 | Director | 0 | $0 | $0 | $0 |
| Vanda Marlow | ||||||||
| 64 Issaquah Dock | Sausalito | CA | 94965 | Director | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $995,569 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,186 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,051,755 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,051,755 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,776 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,035,979 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,799 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,799 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $518 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $518 | TotalTaxAmt |
| Distributable Before Adj | $51,281 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $51,281 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $51,281 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $650,697 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $650,697 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $518 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $650,179 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,281 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $214,783 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $214,783 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $650,697 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $51,281 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $599,416 | RemainingDistriFromCorpusAmt |
| Total Corpus | $814,199 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $814,199 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $214,783 | ExcessFromYear1Amt |
| Excess From Current Year | $599,416 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN T CONLEY JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SF JAPANTOWN FDN | ||||||
| 360 POST ST | SAN FRANCISCO | CA | 94108 | NONE & SEC. 501(C)(3) | IN SUPPORT OF SF JAPANTOWN FDN | $3,500 |
| HUCKLEBERRY YOUTH PROGRAM | ||||||
| 3310 GEARY BLVD | SAN FRANCISCO | CA | 94118 | NONE & SEC. 501(C)(3) | IN SUPPORT OF HUCKLEBERRY YOUTH PROGRAM | $1,000 |
| SF PARKS ALLIANCE | ||||||
| 1663 MISSION ST 320 | SAN FRANCISCO | CA | 94103 | NONE & SEC. 501(C)(3) | IN SUPPORT OF SF PARKS ALLIANCE | $1,000 |
| JOHN BURTON FDN | ||||||
| 235 MONTGOMERY ST 1142 | SAN FRANCISCO | CA | 94104 | NONE & SEC. 501(C)(3) | IN SUPPORT OF JOHN BURTON FDN | $1,000 |
| BAMPFA | ||||||
| 2155 CENTER ST | BERKELEY | CA | 94720 | NONE & SEC. 501(C)(3) | IN SUPPORT OF BAMPFA | $10,148 |
| FRAMELINE | ||||||
| 145 NINTH ST 300 | SAN FRANCISCO | CA | 94103 | NONE & SEC. 501(C)(3) | IN SUPPORT OF FRAMELINE | $20,024 |
| SIERRA SCHOOL | ||||||
| 220 BLAKE AVE | SANTA CLARA | CA | 95051 | NONE & SEC. 501(C)(3) | IN SUPPORT OF SIERRA SCHOOL | $9,989 |
| OUTWARDS | ||||||
| 1016 LINCOLN BLVD 316 | SAN FRANCISCO | CA | 94129 | NONE & SEC. 501(C)(3) | IN SUPPORT OF OUTWARDS | $5,117 |
| UPTOWN TENDERLOIN INC | ||||||
| 398 EDDY ST | SAN FRANCISCO | CA | 94102 | NONE & SEC. 501(C)(3) | IN SUPPORT OF UPTOWN TENDERLOIN INC | $1,000 |
| LINGSHU INSTITUTE | ||||||
| 1012 TORNEY AVE STE 107 | SAN FRANCISCO | CA | 94129 | NONE & SEC. 501(C)(3) | IN SUPPORT OF LINGSHU INSTITUTE | $25,397 |
| ILLUMINATE THE ARTS | ||||||
| 810 5TH AVE STE 200 | SAN RAFAEL | CA | 94901 | NONE & SEC. 501(C)(3) | IN SUPPORT OF ILLUMINATE THE ARTS | $30,086 |
| YOUTH SPEAKS | ||||||
| 1663 MISSION ST | SAN FRANCISCO | CA | 94103 | NONE & SEC. 501(C)(3) | IN SUPPORT OF YOUTH SPEAKS | $25,305 |
| ESALEN INSTITUTE | ||||||
| 55000 CALIFORNIA 1 HIGHWAY | BIG SUR | CA | 93920 | NONE & SEC. 501(C)(3) | IN SUPPORT OF ESALEN INSTITUTE | $291,867 |
| SANTA CRUZ MONTESSORI | ||||||
| 6230 SOQUEL DR | APTOS | CA | 95003 | NONE & SEC. 501(C)(3) | IN SUPPORT OF SANTA CRUZ MONTESSORI | $11,004 |
| HORIZONS FOUNDATION | ||||||
| 550 MONTGOMERY ST STE 700 | SAN FRANCISCO | CA | 94111 | NONE & SEC. 501(C)(3) | IN SUPPORT OF HORIZONS FOUNDATION | $30,574 |
| SOMA ARTS CULTURAL CENTER | ||||||
| 934 BRANNAN ST | SAN FRANCISCO | CA | 94103 | NONE & SEC. 501(C)(3) | IN SUPPORT OF SOMA ARTS CULTURAL CENTER | $200 |
| NCLR | ||||||
| 539 WEST GRAND AVE | ESCONDIDO | CA | 92025 | NONE & SEC. 501(C)(3) | IN SUPPORT OF NCLP | $11,025 |
| GLIDE FOUNDATION | ||||||
| 330 ELLIS ST | SAN FRANCISCO | CA | 94102 | NONE & SEC. 501(C)(3) | IN SUPPORT OF GLIDE FOUNDATION | $50,964 |
| TNDC | ||||||
| 201 EDDY ST | SAN FRANCISCO | CA | 94102 | NONE & SEC. 501(C)(3) | IN SUPPORT OF TNDC | $25,454 |
| STANFORD UNIVERSITY | ||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE & SEC. 501(C)(3) | IN SUPPORT OF STANFORD UNIVERSITY | $5,227 |
| UCSF | ||||||
| 220 MONTGOMRY ST | SAN FRANCISCO | CA | 94104 | NONE & SEC. 501(C)(3) | IN SUPPORT OF UCSF | $10,208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $570,089 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS | Desc |
| Related Or Exempt Function Incm | $671,895 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,984 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $48,736 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $72,720 | ExclusionAmt |
| Related Or Exempt Function Incm | $671,895 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $744,615 | 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 |
Depreciation Schedule DepreciationSchedule
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS FMV OVER COST ON CONTRIBUTED PROP | Desc |
| Amt | $10,381 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRAPHIC DESIGN | $5,564 | $0 | $5,564 |
| INSURANCE | $1,156 | $116 | $1,040 |
| BANK FEE | $2,005 | $2 | $2,003 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ DUE TO SALE OR DONATION OF PROPERTY | Desc |
| Amt | $4,126 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen T Conley Jr | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Anne Conley 2342 Shattuck Ave | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
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