HOWARD AND IRENE LEVINE FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND IRENE LEVINE FAMILY FOUNDATION (EIN 95-4663360)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-26
- IRS object ID
- 201822699349100757
- 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
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-26T15:30:43-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320082823 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHTON FINANCIAL NETWORK INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27441 TOURNEY RD 200 | AddressLine1Txt |
| City | VALENCIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91355 | 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 | 954663360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD AND IRENE LEVINE | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID LEVINE | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2018-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Walter Beddeo | PreparerPersonNm |
| PTIN | P00517021 | PTIN |
| Phone | 6612954691 | PhoneNum |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,708,608 | 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 | $546,691 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $45,740 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45,740 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $45,740 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $385,597 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $385,597 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $385,597 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $138,319 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $226,425 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $138,319 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $138,319 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,116,347 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $569,656 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $569,656 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $120,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $30,000 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $30,000 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,663 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,663 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $93,407 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $93,407 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,636 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $29,738 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $29,738 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $289,444 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $276,808 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $320,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $420,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $609,694 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $697,058 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $506,653 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $569,656 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $569,656 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $403,640 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $171,267 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $171,267 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,666,544 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,583,729 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,005,604 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $44,770 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $44,770 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $51,000 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $6,448,625 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,198,440 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,480,737 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,563,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,998,206 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,708,608 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $100,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $100,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $14,463,579 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,998,206 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,463,579 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,998,206 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,563,579 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,998,206 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,463,579 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $506,653 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,974 | OtherIncreasesAmt |
| Subtotal | $14,998,206 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,998,206 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | P | 2017-11-11 | 2017-11-11 | $171,132 | $88,106 | $83,026 | $83,026 |
| FIDELITY INVESTMENTS | P | 2017-11-11 | 2017-11-11 | $55,293 | $55,293 | $55,293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $138,319 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $138,319 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $943,367 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,007,570 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06286 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $735,010 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,566,428 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04722 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,111,828 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,728,955 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07069 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,468,191 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,684,771 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.09998 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,213,766 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,891,087 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.08738 | DistributionYr5Rt |
| Total Distribution | 0.368122 | TotalDistributionRt |
| Average Distribution | 0.073624 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,306,837 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,200,575 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,697 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,206,272 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $697,058 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,393 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,393 | SubtotalAmt |
| Tax Based On Investment Income | $11,393 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,134 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,134 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,741 | OverpaymentAmt |
| Applied To ES Tax | $3,741 | 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 | PACIFIC FOUNDATION SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | 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 |
| 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 |
|---|---|---|---|---|---|---|
| HOWARD LEVINE | ||||||
| 1660 BUSH STREET 300 | SAN FRANCISCO | CA | 94109 | President | 0.00 | $0 |
| IRENE LEVINE | ||||||
| 1660 BUSH STREET 300 | SAN FRANCISCO | CA | 94109 | Secretary | 0.00 | $0 |
| DAVID LEVINE | ||||||
| 1660 BUSH STREET 300 | SAN FRANCISCO | CA | 94109 | Executive Dir. | 30.00 | $120,000 |
| JAY LEVINE | ||||||
| 1660 BUSH STREET 300 | SAN FRANCISCO | CA | 94109 | Treasurer | 0.00 | $0 |
| MARCI DOLLINGER | ||||||
| 1660 BUSH STREET 300 | SAN FRANCISCO | CA | 94109 | Director | 0.00 | $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 | $9,460,388 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $253,934 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,840,842 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,555,164 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $16,555,164 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $248,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,306,837 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $815,342 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $815,342 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,393 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,393 | TotalTaxAmt |
| Distributable Before Adj | $803,949 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $803,949 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $803,949 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $697,058 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $697,058 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $697,058 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $803,949 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $535,976 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $757,582 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $361,345 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $202,995 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,857,898 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $697,058 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $697,058 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $106,891 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $106,891 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,751,007 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $429,085 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,321,922 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $757,582 | ExcessFromYear4Amt |
| Excess From Year3 | $361,345 | ExcessFromYear3Amt |
| Excess From Year1 | $202,995 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE SCHEDULE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | VARIOUS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PLEASE SEE ATTACHED SCHEDULE FOR DETAIL | GrantOrContributionPurposeTxt |
| Amt | $320,250 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $320,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,740 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $385,597 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $138,319 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $431,337 | ExclusionAmt |
| Related Or Exempt Function Incm | $138,319 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $569,656 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,663 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,663 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | $5,947,674 | $6,197,476 | $6,479,773 |
| PREPAID EXPENSES | $951 | $964 | $964 |
| SKYLINE EQUITIES WEDGEWOOD | $500,000 | $1,000,000 | $1,000,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| MEDICAL PREMIUMS | $27,984 | $27,984 |
| PAYROLL FEES | $784 | $784 |
| WORKERS COMP | $970 | $970 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $27,974 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUDIT FEES | $6,100 | $0 | $0 | $6,100 |
| INVESTMENT ADVISOR FEES | $32,272 | $0 | $0 | $32,272 |
| PROFESSIONAL SERVICES | $50,035 | $0 | $0 | $50,035 |
| TAX PREPARATION AND CONSULTING | $5,000 | $0 | $0 | $5,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX WITHHELD | $3,227 |
| FRANCHISE TAX BOARD | $10 |
| PAYROLL TAXES | $9,504 |
| REGISTRY OF CHARITABLE TRUSTS | $75 |
| STATE OF CALIFORNIA | $180 |
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