BETA

MBD & JFD FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MBD & JFD FOUNDATION (EIN 94-3337491)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-27
IRS object ID
202543009349100634
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-27T13:15:20-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943342356PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FREMONT GROUP MANAGEMENT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 194170AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941194170ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943337491EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MBD & JFD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMBD&BusinessNameControlTxt
Phone4152848568PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 193809AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941193809ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL B DACHSPersonNm
Person TitlePRES/DIRECTORPersonTitleTxt
Phone4152848568PhoneNum
Signature2025-10-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARGARET FONGPreparerPersonNm
PTINP00418074PTIN
Phone4152848610PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,717,898FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$450,000ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$347,847OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$347,847OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$797,847TotalRevAndExpnssAmt
Total Net Invst Incm$347,847TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$13,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,835TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$207OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$207OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,042TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,207TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$165,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$165,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$183,542TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$178,707TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$614,305ExcessRevenueOverExpensesAmt
Net Investment Income$347,847NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$107,949SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$51,242SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$51,242SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$4,149,569OtherInvestmentsBOYAmt
Other Investments EOY$4,822,416OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,666,511OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,980OtherAssetsBOYAmt
Other Assets EOY$145OtherAssetsEOYAmt
Other Assets EOYFMV$145OtherAssetsEOYFMVAmt
Total Assets BOY$4,259,498TotalAssetsBOYAmt
Total Assets EOY$4,873,803TotalAssetsEOYAmt
Total Assets EOYFMV$4,717,898TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,259,498RetainedEarningBOYAmt
Retained Earning EOY$4,873,803RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,259,498TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,873,803TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,259,498TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,873,803TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,259,498TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$614,305ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,873,803SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,873,803TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,835InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,835SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,835TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,980EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$7,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,980TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$7,145OverpaymentAmt
Applied To ES Tax$7,145AppliedToESTaxAmt
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4152848568PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1405 HOWARD STREET 2ND FLOORAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAUREN B DACHS
PO BOX 193809SAN FRANCISCOCA941193809V.P./SECRETARY/DIRECTOR0.00$0$0$0
MICHAEL B DACHS
PO BOX 193809SAN FRANCISCOCA941193809PRESIDENT/DIRECTOR0.00$0$0$0
ALAN M DACHS
PO BOX 193809SAN FRANCISCOCA941193809V.P./CFO/DIRECTOR0.00$0$0$0
JOANNA F DACHS
PO BOX 193809SAN FRANCISCOCA941193809V.P./DIRECTOR0.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$82,892AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,666,511FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,749,403TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,749,403AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$71,241CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,678,162NetVlNoncharitableAssetsAmt
Minimum Investment Return$233,908MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$233,908MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,835TaxBasedOnInvestmentIncomeAmt
Total Tax$4,835TotalTaxAmt
Distributable Before Adj$229,073DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$229,073DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$229,073DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$178,707ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$178,707QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$229,073DistributableAsAdjustedAmt
Undistributed Income PY$103,503UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$178,707QualifyingDistributionsAmt
Applied To Year1$103,503AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$75,204AppliedToCurrentYearAmt
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$153,869UndistributedIncomeCYAmt
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)
Contributing ManagerLAUREN B DACHSContributingManagerNm
Contributing ManagerALAN M DACHSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THACHER SCHOOL INC
5025 THACHER RDOJAICA93023N/APCUNRESTRICTED SUPPORT FOR THACHER SCHOOL$25,000
MARIN GENERAL HOSPITAL FOUNDATION
100B DRAKES LANDING RD STE 255GREENBRAECA94904N/APCSUPPORT PATIENT CARE$10,000
BAY AREA DISCOVERY MUSEUM
557 MCREYNOLDS RDSAUSALITOCA94965N/APCGENERAL OPERATING SUPPORT$1,000
SAN ANSELMO MONTESSORI SCHOOL
PO BOX 707SAN ANSELMOCA94979N/APCSUPPORT THE PRESCHOOL PROGRAM$5,000
CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION
BLDG 1 RM 115 ADVANCEMENT SERVICESSAN LUIS OBISPOCA93407N/APCSUPPORT THE COLLEGE OF ENGINEERING-DIVERSITY AND INCLUSION FUND$7,500
CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION
BLDG 1 RM 115 ADVANCEMENT SERVICESSAN LUIS OBISPOCA93407N/APCSUPPORT THE COLLEGE OF ENGINEERING-CIVIL AND ENVIRONMENTAL ENGINEERING DEPARTMENT$7,500
ST ANSELMS CHURCH
97 SHADY LANEROSSCA94957N/APCSUPPORT THE COMMUNITY$7,500
NATIONAL DISASTER SEARCH DOG FOUNDATION INC
6800 WHEELER CANYON RDSANTA PAULACA93060N/APCGENERAL OPERATING SUPPORT$2,000
CARITAS CREEK
PO BOX 488OCCIDENTALCA95465N/APCSUPPORT FOR CYO CAMP ARMSTRONG$7,500
ROSS SCHOOL FOUNDATION
PO BOX 582ROSSCA94957N/APCANNUAL GIVING CAMPAIGN$15,000
PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE
500 EL CAMINO REALSANTA CLARACA95053N/APCSUPPORT THE SCHOOL OF LAW'S CENTER FOR SOCIAL JUSTICE & PUBLIC SERVICE$15,000
PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE
500 EL CAMINO REALSANTA CLARACA95053N/APCSUPPORT THE SECOND COHORT OF THE POSSE FOUNDATION SCHOLARSHIP$30,000
PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE
500 EL CAMINO REALSANTA CLARACA95053N/APCSUPPORT FOR THE REGENTS FUND$10,000
THE STINSON BEACH VOLUNTEER FIREFIGHTERS ASSOCIATION INC
PO BOX 308STINSON BEACHCA94970N/APCGENERAL OPERATING SUPPORT$5,000
ST PETER MARTYR SCHOOL
425 W FOURTH STPITTSBURGCA94565N/APCTO SUPPORT ELEMENTARY AND MIDDLE SCHOOL EDUCATION.$10,000
CATHOLIC CHARITIES CYO OF THE ARCHDIOCESE OF SAN FRANCISCO
990 EDDY STSAN FRANCISCOCA94109N/APCSUPPORT FOR REFUGEE RESETTLEMENT$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$165,500TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SANTA CLARA COLLEGEBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1500 EL CAMINO REALAddressLine1Txt
CitySANTA CLARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95053ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeSUPPORT THE SECOND COHORT OF THE POSSE FOUNDATION SCHOLARSHIPGrantOrContributionPurposeTxt
Amt$90,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$90,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$347,847ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$347,847ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$347,847TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
ESB CHARITABLE FOUNDATION
1PO BOX 193809SAN FRANCISCOCA941193809$250,000Yes (X)
ALAN AND LAUREN DACHS
2PO BOX 193809SAN FRANCISCOCA941193809$200,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPARTNERSHIP INTEREST IN WAATEEKAA INVESTMENTS LLCNoncashPropertyDesc
Fair Market Value$250,000FairMarketValueAmt
Received2024-07-01ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$13,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$13,000DisbursementsCharitablePrpsAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonALL FOUNDATION OFFICERSPersonNm
Short ExplanationALL THE FOUNDATION OFFICERS VOLUNTEER THEIR TIME AS NEEDED RELATING TO FOUNDATION MATTERS AND CHOOSE NOT TO BE COMPENSATED FOR THEIR SERVICES.ShortExplanationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
FORM 990-PF, PART VI-B, LINE 1A(4)IRC SEC 4941(D)(2)(E), REG. 53.4941(D)-(3)(C)(2) EX.1
SCHEDULE B PART 1 COLUMN (C)THE FOUNDATION DID NOT PROVIDE ANY GOODS OR SERVICES IN CONSIDERATION, IN WHOLE OR PART, FOR ANY CONTRIBUTIONS RECEIVED AS REPORTED ON SCHEDULE B.

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemWAAKEEKAA INVESTMENTS, LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$4,822,416BookValueAmt
EOYFMV$4,666,511EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID EXCISE TAXDesc
BOY Book Value$1,980BOYBookValueAmt
EOY Book Value$145EOYBookValueAmt
EOYFMV$145EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$207RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$207DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFROM K-1: WAATEEKAA INVESTMENTS LLCDesc
Revenue And Expenses Per Books$347,847RevenueAndExpensesPerBooksAmt
Net Investment Income$347,847NetInvestmentIncomeAmt
Adjusted Net Income$347,847AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$4,835Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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