BERNARD E & ALBA WITKIN CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BERNARD E & ALBA WITKIN CHARITABLE FOUNDATION (EIN 73-1661679)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-11
- IRS object ID
- 201841019349100009
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-11T13:19:36-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941267995 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUAR MILNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 9TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941051815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731661679 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD E & ALBA WITKIN CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERN | BusinessNameControlTxt |
| Phone | 5108453416 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7190 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH KUCHMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5108453416 | PhoneNum |
| Signature | 2018-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE F FERRY | PreparerPersonNm |
| PTIN | P01413405 | PTIN |
| Phone | 4157812500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.6.48.101 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-04-10 | IPDt |
| IP Tm | 08:51:26 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D6484FE2D5C57D545F786B5AA2EA116C3A84FE21 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D6484FE2D5C57D545F786B5AA2EA116C3A84FE21 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,809,420 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,330 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,162,800 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,162,800 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,166,130 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,166,130 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $168,063 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $84,031 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $84,031 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,160 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,870 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,290 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,965 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,724 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,241 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,570 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,570 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,324 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,322 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,322 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,528 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,146 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,382 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,424,239 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,418,313 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,926 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,653,849 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,540,976 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $108,192 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,258,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,258,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,911,999 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,540,976 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,366,342 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$745,869 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $625,154 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,642 | CashBOYAmt |
| Cash EOY | $78,706 | CashEOYAmt |
| Cash EOYFMV | $78,706 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $325,926 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $830,714 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $830,714 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $16,769,134 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,479,201 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,900,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,132,702 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,388,621 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,809,420 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,132,702 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,388,621 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,132,702 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,388,621 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,132,702 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,388,621 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,132,702 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$745,869 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,788 | OtherIncreasesAmt |
| Subtotal | $16,388,621 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,388,621 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,727,373 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,398,414 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.099283 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,533,903 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,449,819 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.083139 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $373,135 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $73,444 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 5.080538 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $400,215 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $64,403 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 6.214229 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $401,416 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $55,118 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 7.282848 | DistributionYr5Rt |
| Total Distribution | 18.760037 | TotalDistributionRt |
| Average Distribution | 3.752007 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,432,149 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $65,405,545 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,252 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $65,411,797 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,366,342 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,503 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,503 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,503 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,951 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,951 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $46 | EsPenaltyAmt |
| Tax Due | $4,598 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH KUCHMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5108453416 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7190 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH KUCHMAN | ||||||||
| PO BOX 7190 | BERKELEY | CA | 94707 | PRESIDENT/CEO | 40.00 | $167,018 | $0 | $0 |
| BRENDA HARBIN-FORTE | ||||||||
| 2233 SHORELINE DRIVE | ALAMEDA | CA | 94501 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| MARY FRIEDMAN | ||||||||
| 2841 RUSSELL STREET | BERKELEY | CA | 94705 | SECRETARY | 0.50 | $0 | $0 | $0 |
| LISA KARPLUS | ||||||||
| 2326 NE 18TH AVE | PORTLAND | OR | 97212 | TREASURER | 0.50 | $0 | $0 | $0 |
| TROY L NUNLEY | ||||||||
| 501 I STREET SUITE 15-200 | SACRAMENTO | CA | 95814 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| CHERI MEZZAPELLE | ||||||||
| 2111 MARTIN LUTHER KING JR WAY | BERKELEY | CA | 94704 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| JUAN RODRIGUEZ | ||||||||
| 401 GRAND AVE SUITE 200 | OAKLAND | CA | 94610 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORMAN L EPSTEIN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WITKIN FOUNDATION POBOX 7190 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CRIM. LAW TREATISE | ServiceTypeTxt |
| Compensation | $91,066 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $797,613 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,900,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,697,613 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,697,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $265,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,432,149 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $871,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $871,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,503 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,503 | TotalTaxAmt |
| Distributable Before Adj | $859,104 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $859,104 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $859,104 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,366,342 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,366,342 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,366,342 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $859,104 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $398,660 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $396,995 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $369,463 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $621,867 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $867,658 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,654,643 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,366,342 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $859,104 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $507,238 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,161,881 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $398,660 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,763,221 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $396,995 | ExcessFromYear4Amt |
| Excess From Year3 | $369,463 | ExcessFromYear3Amt |
| Excess From Year2 | $621,867 | ExcessFromYear2Amt |
| Excess From Year1 | $867,658 | ExcessFromYear1Amt |
| Excess From Current Year | $507,238 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A BETTER WAY | ||||||||
| 3200 ADELINE STREET | BERKELEY | CA | 94703 | NONE | PC | FOSTER CHILDREN PROGRAMS | $10,000 | |
| ADVOKIDS | ||||||||
| 5643 PARADISE DRIVE SUITE 12-B | CORTE MADERA | CA | 94925 | NONE | PC | FOSTER CHILDREN PROGRAMS | $25,000 | |
| AMERICAN FRIENDS SERVICE COMMITTEE | ||||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | PC | OTHER PROGRAMS | $25,000 | |
| ANN MARTIN CENTER | ||||||||
| 1375 55TH ST | EMERYVILLE | CA | 94608 | NONE | PC | MENTAL HEALTH THERAPEUTIC PROGRAMS FOR CHILDREN | $10,000 | |
| ASSOCIATION OF FUNDRAISING PROFESSIONALS | ||||||||
| 3871 PIEDMONT AVENUE | OAKLAND | CA | 94611 | NONE | PC | OTHER PROGRAMS | $150 | |
| BAHIA INC | ||||||||
| 1000 CAMELIA STREET | BERKELEY | CA | 94710 | NONE | PC | CHILDCARE PROGRAMS | $20,000 | |
| BAY AREA CHILDREN'S THEATRE | ||||||||
| 6114 LA SALLE AVE SUITE 431 | OAKLAND | CA | 94611 | NONE | PC | OTHER PROGRAMS | $7,500 | |
| BAY AREA COMMUNITY RESOURCES | ||||||||
| 3219 PIERCE STREET | RICHMOND | CA | 94804 | NONE | PC | MENTAL HEALTH PROGRAMS | $25,000 | |
| BAY AREA LEGAL AID | ||||||||
| 1735 TELEGRAPH AVE | OAKLAND | CA | 94612 | NONE | PC | AB 12 OUTREACH PROGRAM FOR OLDER FOSTER YOUTH | $15,000 | |
| BE A MENTOR | ||||||||
| 24301 SOUTHLAND DRIVE SUITE 504 | HAYWARD | CA | 94541 | NONE | PC | OTHER PROGRAMS | $10,000 | |
| BE WITKIN ALAMEDA COUNTY LAW LIBRARY | ||||||||
| 125 12TH STREET | OAKLAND | CA | 94607 | NONE | PC | OTHER PROGRAMS | $50,000 | |
| BERKELEY FOOD AND HOUSING PROJECT | ||||||||
| 2362 BANCROFT WAY | BERKELEY | CA | 94704 | NONE | PC | OTHER PROGRAMS | $10,000 | |
| BERKELEY HIGH JAZZ | ||||||||
| PO BOX 1017 | BERKELEY | CA | 94701 | NONE | PC | MUSIC PROGRAMS | $1,000 | |
| BERKELEY PUBLIC SCHOOLS FUND | ||||||||
| PO BOX 2066 | BERKELEY | CA | 94702 | NONE | PC | BUSD PUBLIC SCHOOL ENRICHMENT | $10,000 | |
| BERKELEY SYMPHONY | ||||||||
| 1942 UNIVERSITY AVENUE SUITE 207 | BERKELEY | CA | 94704 | NONE | PC | MUSIC PROGRAMS | $12,500 | |
| BEYOND EMANCIPATION | ||||||||
| 675 HEGENBERGER ROAD SUITE 100 | OAKLAND | CA | 94621 | NONE | PC | FOSTER CHILDREN PROGRAMS | $20,000 | |
| BLUESKIES FOR CHILDREN | ||||||||
| 3021 BROOKDALE AVE | OAKLAND | CA | 94602 | NONE | PC | CHILDCARE PROGRAMS | $75,000 | |
| BUILDING FUTURES WITH WOMEN AND CHILDREN | ||||||||
| 1395 BANCROFT AVE | SAN LEANDRO | CA | 94577 | NONE | PC | CHILDCARE PROGRAMS | $10,000 | |
| CALICO CENTER | ||||||||
| 524 ESTUDILLO AVE | SAN LEANDRO | CA | 94577 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $10,000 | |
| CALIFORNIA JUDGES ASSOCIATION | ||||||||
| 2520 VENTURE OAKS WAY SUITE 150 | SACRAMENTO | CA | 95833 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $500 | |
| CALIFORNIA JUDGES FOUNDATION | ||||||||
| 2520 VENTURE OAKS WAY SUITE 150 | SACRAMENTO | CA | 95833 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $500 | |
| CASA OF ALAMEDA COUNTY | ||||||||
| 1000 SAN LEANDRO BLVD SUITE 300 | SAN LEANDRO | CA | 94577 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $10,000 | |
| CASA OF CONTRA COSTA COUNTY | ||||||||
| 2020 NORTH BROADWAY SUITE 204 | WALNUT CREEK | CA | 94596 | NONE | PC | LEGAL ASSITANCE PROGRAMS | $15,000 | |
| CASA OF MARIN COUNTY | ||||||||
| 1501 LOS GAMOS ROAD 130 | SAN RAFAEL | CA | 94903 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $10,000 | |
| CASA OF SAN FRANCISCO | ||||||||
| 2535 MISSION STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $7,500 | |
| CASA OF SONOMA COUNTY | ||||||||
| PO BOX 1418 | KENWOOD | CA | 95452 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $15,000 | |
| CATHOLIC CHARITIES OF THE EAST BAY | ||||||||
| 433 JEFFERSON STREET | OAKLAND | CA | 94607 | NONE | PC | LITERACY PROGRAMS | $15,000 | |
| CENTER FOR EARLY INTERVENTION ON DEAFNESS | ||||||||
| 1035 GRAYSON STREET | BERKELEY | CA | 94710 | NONE | PC | CHILDCARE PROGRAMS | $20,000 | |
| CENTER FOR YOUTH DEVELOPMENT THROUGH LAW | ||||||||
| 2120 UNIVERSITY AVENUE | BERKELEY | CA | 94704 | NONE | PC | OTHER PROGRAMS | $15,000 | |
| CENTRO LEGAL DE LA RAZA | ||||||||
| 3022 INTERNATIONAL BLVD SUITE 410 | OAKLAND | CA | 94601 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $5,000 | |
| CHILD CARE LAW CENTER | ||||||||
| 445 CHURCH STREET | SAN FRANCISCO | CA | 94114 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $10,000 | |
| CHILDREN NOW | ||||||||
| 1404 FRANKLIN STREET SUITE 700 | OAKLAND | CA | 94612 | NONE | PC | OTHER PROGRAMS | $1,000 | |
| CIVICORPS SCHOOLS | ||||||||
| 101 MYRTLE STREET | OAKLAND | CA | 94607 | NONE | PC | CIVICORP HIGH SCHOOL | $10,000 | |
| COMMUNITY ALLIANCE FOR LEARNING | ||||||||
| 1212 PRESERVATION PARK WAY SUITE | OAKLAND | CA | 94612 | NONE | PC | LITERACY PROGRAMS | $10,000 | 100 |
| COMMUNITY INITIATIVES | ||||||||
| 354 PINE STREET SUITE 700 | SAN FRANCISCO | CA | 94104 | NONE | PC | FISCAL SPONSOR FOR EARLY CHILDHOOD FUNDERS ORGANIZATION | $1,000 | |
| COMMUNITY RESOURCES FOR SCIENCE | ||||||||
| 1611 SAN PABLO AVE SUITE 10B | BERKELEY | CA | 94702 | NONE | PC | OTHER PROGRAMS | $2,500 | |
| CONNECTING AUTHORS | ||||||||
| PO BOX 1054 | MILL VALLEY | CA | 94942 | NONE | PC | LITERACY PROGRAMS | $5,000 | |
| CONTRA COSTA COUNTY FAMILY JUSTICE CENTER | ||||||||
| 2151 SALVIO STREET SUITE 201 | CONCORD | CA | 94520 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $10,000 | |
| CONTRA COSTA KOPS FOR KIDS | ||||||||
| 1430 WILLOW PASS ROAD SUITE 130 | CONCORD | CA | 95420 | NONE | PC | OTHER PROGRAMS | $5,000 | |
| CROSSROADS HIGH SCHOOL | ||||||||
| 2701 WILLOW PASS ROAD | CONCORD | CA | 94519 | NONE | PC | CHILDCARE PROGRAMS | $20,000 | |
| EAST BAY AGENCY FOR CHILDREN | ||||||||
| 303 VAN BUREN AVENUE | OAKLAND | CA | 94610 | NONE | PC | BERKELEY THERAPEUTIC PRESCHOOL | $20,000 | |
| EAST BAY CHILDREN'S LAW OFFICES | ||||||||
| 7700 EDGEWATER DRIVE SUITE 210 | OAKLAND | CA | 94621 | NONE | PC | LEGAL ASSITANCE PROGRAMS | $15,000 | |
| FAMILY PATHS | ||||||||
| 1727 MARTIN LUTHER KING JR WAY | OAKLAND | CA | 94612 | NONE | PC | FAMILY SUPPORT SERVICES | $7,500 | SUITE 109 |
| FAMILY SUPPORT SERVICES OF THE BAY AREA | ||||||||
| 401 GRAND AVENUE SUITE 500 | SAN FRANCISCO | CA | 94610 | NONE | PC | KINSHIP YOUTH PROGRAM | $15,000 | |
| FAMILY VIOLENCE APPELLATE PROJECT | ||||||||
| 449 15TH STREET SUITE 104 | OAKLAND | CA | 94612 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $10,000 | |
| FAMILY VIOLENCE LAW CENTER | ||||||||
| 470 27TH STREET | OAKLAND | CA | 94612 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $7,500 | |
| FIRST CHAPTER | ||||||||
| PO BOX 3952 | OAKLAND | CA | 94612 | NONE | PC | LITERACY PROGRAMS | $5,000 | |
| GIRLS INC | ||||||||
| 510 16TH STREET | OAKLAND | CA | 94618 | NONE | PC | MENTAL HEALTH INTERVENTION PROGRAM | $10,000 | |
| HABITOT | ||||||||
| 2065 KITTRIDGE STREET | BERKELEY | CA | 94704 | NONE | PC | OTHER PROGRAMS | $5,000 | |
| KALA ART INSTITUTE | ||||||||
| 1060 HEINZ AVENUE | BERKELEY | CA | 94710 | NONE | PC | ARTISTS IN SCHOOLS | $10,000 | |
| LEGAL ASSISTANCE FOR SENIORS | ||||||||
| 333 HEGENBERGER ROAD SUITE 850 | OAKLAND | CA | 94621 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $10,000 | |
| LEGAL SERVICES FOR CHILDREN | ||||||||
| 1254 MARKET STREET 3RD FLOOR | SAN FRANCISCO | CA | 94102 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $100,000 | |
| LINCOLN CHILD CENTER | ||||||||
| 1266 14TH STREET | OAKLAND | CA | 94607 | NONE | PC | MENTAL HEALTH PROGRAMS | $15,000 | |
| LUNA DANCE INSTITUTE | ||||||||
| 605 ADDISON STREET | BERKELEY | CA | 94710 | NONE | PC | OTHER PROGRAMS | $10,000 | |
| MILLS COLLEGE | ||||||||
| 5000 MACARTHUR BLVD | OAKLAND | CA | 94613 | NONE | PC | CHILDCARE PROGRAMS | $65,000 | |
| MT DIABLO PEACE AND JUSTICE CENTER | ||||||||
| 1035 CAROL LANE | LAFAYETTE | CA | 94596 | NONE | PC | OTHER PROGRAMS | $12,500 | |
| NATIONAL CENTER FOR YOUTH LAW | ||||||||
| 405 14TH STREET 15TH FLOOR | OAKLAND | CA | 94612 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $10,000 | |
| NORTHERN CALIFORNIA GRANTMAKERS - LEGAL SERVICES | ||||||||
| 160 SPEAR STREET SUITE 360 | SAN FRANCISCO | CA | 94105 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $1,000 | |
| OAKLAND EAST BAY SYMPHONY | ||||||||
| 1440 BROADWAY SUITE 405 | OAKLAND | CA | 94612 | NONE | PC | MUSIC PROGRAMS | $5,000 | |
| OAKLAND LEAF | ||||||||
| 1212 BROADWAY SUITE 700 | OAKLAND | CA | 94612 | NONE | PC | QUALITY AFTERSCHOOL PROGRAMS IN OUSD | $15,000 | |
| OAKLAND PUBLIC EDUCATION FUND | ||||||||
| PO BOX 27148 | OAKLAND | CA | 94620 | NONE | PC | LITERACY PROGRAMS | $10,000 | |
| ONE JUSTICE | ||||||||
| 433 CALIFORNIA STREET STE 815 | SAN FRANCISCO | CA | 94101 | NONE | PC | LEGAL ASSISTANCE PROGRAMS | $7,500 | |
| PARTNERS IN OAKLAND EDUCATION | ||||||||
| 2501 CHESTNUT STREET | OAKLAND | CA | 94607 | NONE | PC | LITERACY PROGRAMS | $20,000 | |
| PEGASUS PROJECT (PEGASUS VOYAGES) | ||||||||
| 1554 SONOMA AVENUE | ALBANY | CA | 94706 | NONE | PC | SAILING PROGRAM FOR DISADVANTAGED YOUTH | $10,000 | |
| PREVENT BLINDNESS NORTHERN CALIFORNIA | ||||||||
| 500 KEARNY STREET SUITE 1000 | SAN FRANCISCO | CA | 94108 | NONE | PC | OTHER PROGRAMS | $10,000 | |
| PROJECT AVARY | ||||||||
| 385 BEL MARIN KEYS BOULEVARD SUITE | NOVATO | CA | 94949 | NONE | PC | SUPPORT FOR YOUTH WITH INCARCERATED PARENT(S) | $10,000 | G |
| READ ALOUD VOLUNTEER PROGRAM | ||||||||
| 13831 SAN PABLE AVENUE BUILDING 5 | SAN PABLO | CA | 94806 | NONE | PC | READING PROGRAM IN ELEMENTARY SCHOOLS | $10,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| 1000 SAN LEANDRO BLVD STE 100 | SAN LEANDRO | CA | 94577 | NONE | PC | OTHER PROGRAMS | $5,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA - GOLDMAN SCHOOL OF PUBLIC POLICY | ||||||||
| 2607 HEARST AVENUE | BERKELEY | CA | 94720 | PC | OTHER PROGRAMS | $50,000 | ||
| SAN FRANCISCO CHAMBER ORCHESTRA | ||||||||
| PO BOX 191564 | SAN FRANCISCO | CA | 94119 | NONE | PC | OTHER PROGRAMS | $1,000 | |
| SAN FRANCISCO CHILD ABUSE PREVENTION CENTER - KID'S TURN | ||||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | NONE | PC | OTHER PROGRAMS | $10,000 | |
| SENECA FAMILY OF AGENCIES | ||||||||
| 6925 CHABOT ROAD | OAKLAND | CA | 94618 | NONE | PC | BUILDING BLOCKS THERAPEUTIC NURSERY SCHOOL | $17,500 | |
| SHELTER INC OF CONTRA COSTA COUNTY | ||||||||
| 1333 WILLOW PASS RD STE 206 | CONCORD | CA | 94520 | NONE | PC | OTHER PROGRAMS | $10,000 | |
| SINGING EAGLE - READ TO LIVE PROGRAM | ||||||||
| 15469 FRICOT CITY ROAD | MOUNTAIN RANCH | CA | 95246 | NONE | PC | OTHER PROGRAMS | $7,500 | |
| SOAR FOR YOUTH | ||||||||
| PO BOX 1291 | BERKELEY | CA | 94701 | NONE | PC | FOSTER CHILDREN PROGRAMS | $20,000 | |
| ST MARY'S CENTER | ||||||||
| 925 BROCKHURST ST | OAKLAND | CA | 94608 | NONE | PC | CHILDCARE PROGRAMS | $15,000 | |
| STEP ONE SCHOOL | ||||||||
| 499 SPRUCE ST | BERKELEY | CA | 94708 | NONE | PC | CHILDREN'S EARLY LEARNING PROGRAM | $10,000 | |
| STAND FOR FAMILIES FREE OF VIOLENCE | ||||||||
| 1410 DANZIG PLAZA | CONCORD | CA | 94520 | NONE | PC | EMERGENCY SHELTER AND FAMILY SUPPORT SERVICES | $10,000 | |
| SUNNY HILLS SERVICES | ||||||||
| 300 SUNNY HILLS DR | SAN ANSELMO | CA | 94960 | NONE | PC | FOSTER CHILDREN PROGRAMS | $15,000 | |
| SUPER STARS LITERACY | ||||||||
| 333 HEGENBERGER RD STE 503 | OAKLAND | CA | 94621 | NONE | PC | LITERACY PROGRAMS | $10,000 | |
| TANDEM | ||||||||
| 1275 FAIRFAX AVENUE SUITE 201 | SAN FRANCISCO | CA | 94107 | NONE | PC | LITERACY PROGRAMS | $13,000 | |
| TIDES CENTER BOOST WEST OAKLAND (LAFAYETTE ELEMENTARY SCHOOL) | ||||||||
| 1700 MARKET STREET | OAKLAND | CA | 94607 | NONE | PC | LITERACY PROGRAMS | $7,000 | |
| UNIVERSITY OF THE PACIFIC - MCG SCHOOL OF LAW | ||||||||
| 3200 FIFTH AVENUE | SACRAMENTO | CA | 95817 | NONE | PC | OTHER PROGRAMS | $500 | |
| VOLUNTEERING FOR OAKLAND | ||||||||
| PO BOX 24708 | OAKLAND | CA | 94623 | NONE | PC | THIRD GRADE DICTIONARY DISTRIBUTION IN OUSD | $4,000 | |
| WE CARE SERVICES FOR CHILDREN | ||||||||
| 2191 KIRKER PASS RD | CONCORD | CA | 94521 | NONE | PC | CHILDCARE PROGRAMS | $20,000 | |
| WEST CONTRA COSTA PUBLIC EDUCATION FUND | ||||||||
| 217C W RICHMOND AVE | POINT RICHMOND | CA | 94801 | NONE | PC | OTHER PROGRAMS | $10,000 | |
| YMCA OF THE CENTRAL BAY AREA | ||||||||
| 2111 MARTIN LUTHER KING JR WAY | BERKELEY | CA | 94704 | NONE | PC | OTHER PROGRAMS | $10,000 | |
| YMCA OF THE EAST BAY | ||||||||
| 263 S 20TH ST | RICHMOND | CA | 94804 | NONE | PC | FISCAL SPONSOR FOR MINDFUL LIFE PROJECT IN RICHMOND | $10,000 | |
| YOUNG MUSICIANS CHORAL ORCHESTRA | ||||||||
| 2020 MILVIA ST STE 420 | BERKELEY | CA | 94704 | NONE | PC | MUSIC PROGRAMS | $15,000 | |
| YOUTH ALIVE | ||||||||
| 3300 ELM STREET | OAKLAND | CA | 94609 | NONE | PC | PEACE AND NON-VIOLENCE EDUCATION | $10,000 | |
| YOUTH ENRICHMENT STRATEGIES | ||||||||
| 3029 MACDONALD AVE | RICHMOND | CA | 94804 | NONE | PC | OTHER PROGRAMS | $7,500 | |
| YOUTH SPIRIT ARTWORKS | ||||||||
| 1740 ALCATRAZ AVE | BERKELEY | CA | 94703 | NONE | PC | OTHER PROGRAMS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,258,150 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,330 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WITKIN WORKS ROYALTIES | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $2,162,800 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,166,130 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,166,130 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $24,965 | Amt |
| Net Investment Income | $18,724 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,241 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $9,160 | LegalFeesAmt |
| Net Investment Income | $6,870 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,290 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WITKIN WORKS COPYRIGHT | Desc |
| BOY Book Value | $16,769,134 | BOYBookValueAmt |
| EOY Book Value | $15,479,201 | EOYBookValueAmt |
| EOYFMV | $16,900,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,808 | $1,404 | $1,404 |
| ADDITIONAL PAYROLL EXPENSE | $1,476 | $738 | $738 |
| OFFICE EXPENSES | $7,458 | $3,729 | $3,729 |
| WITKIN LIBRARY CONTRACT SERVICES | $31,388 | $31,388 | $0 |
| EPSTEIN ROYALTY PAYMENTS | $91,066 | $91,066 | $0 |
| BANK FEES | $110 | $55 | $55 |
| AMORTIZATION | $1,289,933 | $1,289,933 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WITKIN WORKS ROYALTIES | Desc |
| Revenue And Expenses Per Books | $2,162,800 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,162,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,162,800 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $1,788 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | APPRAISAL FEES | CategoryTxt |
| Amt | $3,570 | Amt |
| Net Investment Income | $3,570 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $10,644 | $5,322 | $5,322 |
| FEDERAL EXCISE TAX | $7,680 | $0 | $0 |
Comments