BETA

BELLA VISTA FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BELLA VISTA FOUNDATION (EIN 94-3345967)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-10-29
IRS object ID
201843029349100309
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-10-29T11:07:29-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271155496PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBERT LEE & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1999 W TAYLOR STREET SUITE AAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95126ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943345967EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BELLA VISTA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBELLBusinessNameControlTxt
Phone4155616540PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11660 BUSH STREET NO 300AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEAN K CASEYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4155616540PhoneNum
Signature2018-10-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT A LEEPreparerPersonNm
PTINP00156212PTIN
Phone4088556770PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.62.180.2IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-16IPDt
IP Tm15:21:17IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdEFE577F76247A8229C67349CC569CC8661C3C51EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$59,299,236FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$17,657InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19,073InterestOnSavNetInvstIncmAmt
Dividends Net Invst Incm$164,175DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$634,590NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$24,256,982GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,692,452CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$300,420OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$652,247TotalRevAndExpnssAmt
Total Net Invst Incm$3,575,280TotalNetInvstIncmAmt
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$34,694AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$20,816AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$10,408AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$471,805OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$117,878OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$314,602OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$34,443TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$4,920TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$492TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$2,952TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,483OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$296OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$595OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$549,345TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$139,482TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$328,557TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,323,542ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,369,542ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,872,887TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$139,482TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,698,099TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,220,640ExcessRevenueOverExpensesAmt
Net Investment Income$3,435,798NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$547,212SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$802,763SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$802,763SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$371PrepaidExpensesBOYAmt
Prepaid Expenses EOY$30,970PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$30,970PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$8,012,332CorporateStockBOYAmt
Corporate Stock EOY$9,736,014CorporateStockEOYAmt
Corporate Stock EOYFMV$9,736,014CorporateStockEOYFMVAmt
Corporate Bonds BOY$11,239,629CorporateBondsBOYAmt
Corporate Bonds EOY$11,485,438CorporateBondsEOYAmt
Corporate Bonds EOYFMV$11,485,438CorporateBondsEOYFMVAmt
Other Investments BOY$32,964,242OtherInvestmentsBOYAmt
Other Investments EOY$35,744,051OtherInvestmentsEOYAmt
Other Investments EOYFMV$35,744,051OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,500,000OtherAssetsBOYAmt
Other Assets EOY$1,500,000OtherAssetsEOYAmt
Other Assets EOYFMV$1,500,000OtherAssetsEOYFMVAmt
Total Assets BOY$54,263,786TotalAssetsBOYAmt
Total Assets EOY$59,299,236TotalAssetsEOYAmt
Total Assets EOYFMV$59,299,236TotalAssetsEOYFMVAmt
Grants Payable BOY$70,000GrantsPayableBOYAmt
Grants Payable EOY$24,000GrantsPayableEOYAmt
Other Liabilities BOY$156,541OtherLiabilitiesBOYAmt
Other Liabilities EOY$253,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$226,541TotalLiabilitiesBOYAmt
Total Liabilities EOY$277,000TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$54,037,245UnrestrictedBOYAmt
Unrestricted EOY$59,022,236UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$54,037,245TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$59,022,236TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$54,263,786TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$59,299,236TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$54,037,245TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,220,640ExcessRevenueOverExpensesAmt
Other Increases$7,309,631OtherIncreasesAmt
Subtotal$59,126,236SubtotalAmt
Other Decreases$104,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$59,022,236TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
HCP EQUITIES AND FIXED INCOME2015-01-012017-12-31$20,543,102$20,564,530-$21,428-$21,428
HCP PRIVATE EQUITY FUND II LP2015-01-012017-12-31$47,370$47,370$47,370P
HCP PRIVATE EQUITY FUND LP2015-01-012017-12-31$22,564$22,564$22,564P
WGI EMERGING MARKETS FUND LLC2015-01-012017-12-31$62,778$62,778$62,778P
GENERATION IM GLOBAL EQUITY FUND LLC2015-01-012017-12-31$1,469,261$1,469,261$1,469,261P
HCP ABSOLUTE RETURN FUND LP2015-01-012017-12-31$141,321$141,321$141,321P
HCP PE LP III2015-01-012017-12-31$36,422$36,422$36,422P
HCP PE LP IV2015-01-012017-12-31$116,057$116,057$116,057P
HCP PE LP V2015-01-012017-12-31$120,387$120,387$120,387P
VALUEACT2015-01-012017-12-31$702,309$702,309$702,309P
STEADFAST2015-01-012017-12-31$256,708$256,708$256,708P
SRI REIT 102015-01-012017-12-31$82,685$82,685$82,685P
CAPITAL GAINS DIVIDENDS$656,018$656,018$656,018P
FieldValueIRS element (for citing)
Capital Gain Net Income$3,692,452CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,696,515AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$51,932,527NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051923DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,552,774AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$59,191,184NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043128DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,545,026AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$46,018,245NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055305DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,417,013AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$52,671,606NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045888DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,550,117AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$48,203,827NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052903DistributionYr5Rt
Total Distribution0.249147TotalDistributionRt
Average Distribution0.049829AverageDistributionRt
Net Vl Noncharitable Assets$52,957,867NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,638,838AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$34,358NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,673,196AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,698,099QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$34,358InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$34,358SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$34,358TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$64,809EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$64,809TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$30,451OverpaymentAmt
Applied To ES Tax$30,451AppliedToESTaxAmt
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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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 AddressWWW.BELLAVISTAFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PACIFIC FOUNDATION SERVICES LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4155616540PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11660 BUSH STREET SUITE 300AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT KIRKWOOD
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109CHAIRMAN (DECEASED)1.00$0$0$0
JEANIE CASEY
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109TREASURER1.00$0$0$0
JOHN KIRKWOOD
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109SECRETARY1.00$0$0$0
SUSAN KOE
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109VICE CHAIRMAN1.00$0$0$0
KATHERINE CASEY JOINER
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109ASSOCIATE TRUSTEE1.00$0$0$0
COREY KIRKWOOD
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109ASSOCIATE TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
PACIFIC FOUNDATION SERVICES LLC
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109MANAGEMENT SERVICES$135,204
HALL CAPITAL LLC
ONE MARITIME PLAZA FIFTH FLOORSAN FRANCISCOCA94111INVESTMENT FEES$73,682
FieldValueIRS element (for citing)
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$52,994,995AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$769,337AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$53,764,332TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$53,764,332AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$806,465CashDeemedCharitableAmt
Net Vl Noncharitable Assets$52,957,867NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,647,893MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,647,893MinimumInvestmentReturnAmt
Tax Based On Investment Income$34,358TaxBasedOnInvestmentIncomeAmt
Income Tax$46IncomeTaxAmt
Total Tax$34,404TotalTaxAmt
Distributable Before Adj$2,613,489DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,613,489DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,613,489DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,698,099ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,698,099QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$34,358PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,663,741AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,613,489DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$290,061ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$141,171ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$431,232TotalExcessDistributionCyovAmt
Qualifying Distributions$2,698,099QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,613,489AppliedToCurrentYearAmt
Remaining Distri From Corpus$84,610RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$515,842TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$515,842ExcessDistriCyovToNextYrAmt
Excess From Year3$290,061ExcessFromYear3Amt
Excess From Year1$141,171ExcessFromYear1Amt
Excess From Current Year$84,610ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonANNIE YATES SENIOR PROGRAM OFFICERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11660 BUSH STREET SUITE 300AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4155616540RecipientPhoneNum
Form And Info And MaterialsFOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesFOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORGSubmissionDeadlinesTxt
Restrictions On AwardsFOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORGRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN RIVERS INC
120 UNION STNEVADA CITYCA95959501 (C)(3) PUBLIC CHTO STREAMLINE PROJECT PERMITTING$40,000
BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
RESEARCH MANAGEMENT GROUP 3172PALO ALTOCA94304501 (C)(3) PUBLIC CHTO EVALUATE A CLINIC-BASED MOBILE TECHNOLOGY INTERVENTION$44,870PORTER DRIVE
BUCKELEW PROGRAMS
555 NORTHGATE DRIVE SUITE 100SAN RAFAELCA94903501 (C)(3) PUBLIC CHFOR HEALTHY FAMILIES MARIN$50,000
CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION
2015 STEINER STREET PO BOX 7999SAN FRANCISCOCA94115501 (C)(3) PUBLIC CHJOINT VENTURE HEALTHS PRENATAL-PEDIATRIC-PARENT-PROVIDER PARTNERSHIP MODEL.$35,000
CALIFORNIA TROUT
360 PINE ST 4TH FLOORSAN FRANCISCOCA94104501 (C)(3) PUBLIC CHFOR THE SHASTA-SCOTT SALMON RECOVERY PROGRAM.$90,000
CANAL ALLIANCE
91 LARKSPUR STREETSAN RAFAELCA94901501 (C)(3) PUBLIC CHTO SUPPORT LATINA MOTHERS IN THE CANAL DISTRICT$35,000
CATHOLIC CHARITIES OF SANTA CLARA COUNTY
2625 ZANKER ROADSAN JOSECA95134501 (C)(3) PUBLIC CHFOR NEW BEGINNINGS$60,000
CATHOLIC CHARITIES OF SANTA CLARA COUNTY
2625 ZANKER ROADSAN JOSECA95134501 (C)(3) PUBLIC CHFOR THE BABY STEPS PROGRAM, PROVIDING HOME VISITS AND SUPPORT GROUPS$20,000
CENTRAL OREGON FOREST STEWARDSHIP FOUNDATION
334 NE HAWTHORNE AVEBENDOR97701501 (C)(3) PUBLIC CHTO SUPPORT THE DESCHUTES COLLABORATIVE FOREST PROJECT.$35,000
COMMUNITY INITIATIVES
354 PINE STREET SUITE 700SAN FRANCISCOCA94104501 (C)(3) PUBLIC CHGENERAL SUPPORT FOR BAY AREA EARLY CHILDHOOD FUNDERS$4,000
CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE
2211 PALM AVESAN MATEOCA94403501 (C)(3) PUBLIC CHBILINGUAL SUPPORT GROUPS$40,000
CORSTONE
250 CAMINO ALTO SUITE 100AMILL VALLEYCA94941501 (C)(3) PUBLIC CHFOR THE MARIN CITY PARENT ACADEMY$25,000
EARTHWATCH INSTITUTE INC
114 WESTERN AVEBOSTONMA02134501 (C)(3) PUBLIC CHTO SUPPORT SIERRA TO SEA WHICH RESTORES SIERRA MEADOWS$40,000
EDUCARE CALIFORNIA AT SILICON VALLEY
1399 SANTEE DRIVESAN JOSECA95122501 (C)(3) PUBLIC CHTO SUPPORT A PILOT PARTNERSHIP PROJECT TO STRENGTHEN FAMILY ENGAGEMENT$35,000
FAMILY WORKS
4 JOSEPH CTSAN RAFAELCA94903501 (C)(3) PUBLIC CHFOR PSYCHO-EDUCATIONAL SUPPORT GROUPS FOR SPANISH-SPEAKING PREGNANT WOMEN$35,000
FOUNDATION CENTER
312 SUTTER STREET SUITE 606SAN FRANCISCOCA94108501 (C)(3) PUBLIC CHGENERAL SUPPORT$4,000
GOOD SAMARITAN FAMILY RESOURCE CENTER
1294 POTRERO AVESAN FRANCSICOCA94110501 (C)(3) PUBLIC CHFOR SUPPORT GROUPS, PARENTING CLASSES, WORKSHOPS, AND CASE MANAGEMENT$50,000
GUM MOON RESIDENCE HALL
940 WASHINGTON STSAN FRANCISCOCA94108501 (C)(3) PUBLIC CHFOR THE EARLY CHILDHOOD DEVELOPMENT AND PARENT SUPPORT PROGRAM$30,000
HOMELESS PRENATAL PROGRAM INC
2500 18TH STREETSAN FRANCISCOCA94110501 (C)(3) PUBLIC CHFOR THE WELLNESS CENTER$50,000
LEARNING AND LOVING EDUCATION CENTER
16890 CHURCH STREET 16MORGAN HILLCA95037501 (C)(3) PUBLIC CHTO SUPPORT SERVICES TO IMMIGRANT MOTHERS OF YOUNG CHILDREN.$20,000
MATTOLE RESTORATION COUNCIL
PO BOX 160PETROLIACA95558501 (C)(3) PUBLIC CHFOR IMPLEMENTATION OF THE MATTOLE INTEGRATED COASTAL WATERSHED MANAGEMENT PLAN$85,000
MID KLAMATH WATERSHED COUNCIL
PO BOX 409ORLEANSCA95556501 (C)(3) PUBLIC CHTO FINALIZE A FISHERIES RESTORATION PROJECT DESIGN ON AIKENS CREEK$75,000
MOUNT ST JOSEPH - ST ELIZABETH
100 MASONIC AVENUESAN FRANCISCOCA94118501 (C)(3) PUBLIC CHTO SUPPORT THE PARENT-CHILD CENTER THAT PROVIDES EARLY INTERVENTION AND PARENTING SUPPORT$20,000
NORTH FORK JOHN DAY WATERSHED COUNCIL
PO BOX 444 691 HWY 395 NLONG CREEKOR97856501 (C)(3) PUBLIC CHFOR INSTREAM REHABILITATION OF DAVIS CREEK$30,385
NORTHERN CALIFORNIA GRANTMAKERS
160 SPEAR STREET SUITE 360SAN FRANCISCOCA94105501 (C)(3) PUBLIC CHGENERAL SUPPORT$4,250
ODD FELLOW-REBEKAH CHILDRENS HOME OF CALIFORNIA
290 IOOF AVEGILROYCA95020501 (C)(3) PUBLIC CHFOR THE HEALTHY FAMILIES PROGRAM THAT HELPS PARENTS AND CAREGIVERS$50,000
OREGON WILD
5825 NORTH GREELEYPORTLANDOR97217501 (C)(3) PUBLIC CHFOR CONTINUED SUPPORT OF COLLABORATIVE, CONSERVATION-BASED FOREST RESTORATION PROGRAMMING$20,000
PACIFIC FOREST TRUST
1001-A OREILLY AVENUESAN FRANCISCOCA94129501 (C)(3) PUBLIC CHTO EXPAND CONSERVATION OF WORKING FOREST LANDSCAPES$40,000
PARENT SERVICES PROJECT INC
79 BELVEDERE STREET 101SAN RAFAELCA94901501 (C)(3) PUBLIC CHTO OFFER LEARNING PLAYGROUPS TO FAMILIES OF YOUNG CHILDREN$45,000
POINT BLUE CONSERVATION SCIENCE
3820 CYPRESS DRIVE SUITE 11PETALUMACA94954501 (C)(3) PUBLIC CHIN SUPPORT OF CLIMATE-SMART SIERRA RESTORATION$40,000
PORTOLA FAMILY CONNECTION CENTER INC
2565 SAN BRUNO AVENUESAN FRANCISCOCA94134501 (C)(3) PUBLIC CHCONTINUUM OF PARENT SUPPORT PROGRAMS THAT STRENGTHEN FAMILIES OF CHILDREN AGES 0-3.$40,000
PUENTE DE LA COSTA SUR
PO BOX 554PESCADEROCA94060501 (C)(3) PUBLIC CHMADRES PROJECT$50,000
RAPE TRAUMA SERVICES
1860 EL CAMINO REAL SUITE 406BURLINGAMECA94010501 (C)(3) PUBLIC CHFOR SERVICES TO INCREASE PARENTING SKILLS FOR TEEN MOMS IN SAN MATEO COUNTY.$15,000
SACRED HEART COMMUNITY SERVICE
1381 SOUTH FIRST STREETSAN JOSECA95110501 (C)(3) PUBLIC CHSUPPORT AND EXPANSION OF A 6-WEEK PROGRAM THAT REINFORCES PARENT-CHILD ATTACHMENT$40,000
SAFE & SOUND
1757 WALLER STREETSAN FRANCISCOCA94117501 (C)(3) PUBLIC CHTO SUPPORT THE INTEGRATED FAMILY SERVICES AND SAFESTART PROGRAMS$50,000
SAN FRANCISCO GENERAL HOSPITAL FOUNDATION
PO BOX 410836SAN FRANCISCOCA94141501 (C)(3) PUBLIC CHTO SUPPORT THE FIRST YEAR OF THE SOLID START PARENTING PROGRAM$40,000
SAVE THE REDWOODS LEAGUE
111 SUTTER STREET 11TH FLOORSAN FRANCISCOCA94104501 (C)(3) PUBLIC CHFOR FUELS AND FOREST THINNING ON 17 ACRES OF PRIVATE LAND ON THE MAINSTEM MATTOLE RIVER$35,000
SCOTT RIVER WATER TRUST
PO BOX 591ETNACA96027501 (C)(3) PUBLIC CHFOR STREAMFLOW AUGMENTATION FOR SALMON$25,000
SCOTT RIVER WATERSHED COUNCIL
PO BOX 355ETNACA96027501 (C)(3) PUBLIC CHTO SUPPORT THE SCOTT RIVER FLOODPLAIN RESTORATION PROJECT PHASE 1, PLANNING AND DESIGN$38,208
SIERRA STREAMS INSTITUTE
PO BOX 4269AUBURNCA95604501 (C)(3) PUBLIC CHFOR SAVE AUBURN RAVINE SALMON, WATERSHED PLANNING, AND CITIZEN SCIENCE PROJECT$10,549
SOMOS MAYFAIR INC
370-B S KING RDSAN JOSECA95116501 (C)(3) PUBLIC CHTO SUPPORT IN OUR HANDS PROGRAMMING$65,000
STARVISTA
610 ELM STREET SUITE 212SAN CARLOSCA94070501 (C)(3) PUBLIC CHFOR THE SAN MATEO COUNTY CHILDHOOD SERVICES TEAM$80,000
STARVISTA
610 ELM STREET SUITE 212SAN CARLOSCA94070501 (C)(3) PUBLIC CHFOR THE WORK OF EARLY CHILDHOOD MENTAL HEALTH$40,000
THE FRESHWATER TRUST
700 SW TAYLOR ST SUITE 200PORTLANDOR972053138501 (C)(3) PUBLIC CHTO MAINTAIN A LEADERSHIP ROLE IN THE JOHN DAY BASIN PARTNERSHIP$135,000
THE HEALTH TRUST
3180 NEWBERRY DRIVE SUITE 200SAN JOSECA95118501 (C)(3) PUBLIC CHTO IMPLEMENT THE RAISING A READER PROGRAM$25,000
THE NATURE CONSERVANCY OF CALIFORNIA
201 MISSION STREET 4TH FLOORSAN FRANCISCOCA94105501 (C)(3) PUBLIC CHTO SECURE WATERFLOWS FOR SALMON IN THE SHASTA RIVER.$50,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
C/O UCSF OFFICE OF SPONSOREDSAN FRANCISCOCA94118501 (C)(3) PUBLIC CHTO SUPPORT MENTAL HEALTH CONSULTATION AND TRAINING FOR PEDIATRICIANS$50,000RESEARCH BOX 0962 3333 CALFORNIA ST
THE SIERRA FUND
103 PROVIDENCE MINE ROAD SUITE 101NEVADA CITYCA95959501 (C)(3) PUBLIC CHTO SUPPORT THE HEADWATER MERCURY SOURCE REDUCTION STRATEGY.$45,000
THE TRUST FOR PUBLIC LAND
101 MONTGOMERY STREET SUITE 900SAN FRANCISCOCA94104501 (C)(3) PUBLIC CHTO SUPPORT THE NORTHERN SIERRA CHECKERBOARD PROGRAM.$150,000
TRUCKEE RIVER WATERSHED COUNCIL
PO BOX 8568TRUCKEECA96162501 (C)(3) PUBLIC CHTO RESTORE 900 ACRES AT SARDINE MEADOW, IMPROVING WATER QUALITY AND FISH AND WILDLIFE HABITAT.$45,000
US ENDOWMENT FOR FORESTRY AND COMMUNITIES
824 BAY STREET 1SANTA MONICACA90405501 (C)(3) PUBLIC CHTO SUPPORT BLUE FOREST CONSERVATIONS STAKEHOLDER ENGAGEMENT AND TECHNICAL ANALYSIS$30,000
WESTERN ENVIRONMENTAL LAW CENTER
1216 LINCOLN STEUGENEOR97401501 (C)(3) PUBLIC CHFOR CONTINUED SUPPORT OF COLLABORATIVE EFFORTS TO RESTORE ECOSYSTEM FUNCTIONALITY$60,000
WESTERN RIVERS CONSERVANCY
71 SW OAK STREET SUITE 100PORTLANDOR97204501 (C)(3) PUBLIC CHTO PERMANENTLY RESTORE 1,600 ACRES$30,000
WU YEE CHILDREN'S SERVICES
827 BROADWAY STREETSAN FRANCISCOCA94133501 (C)(3) PUBLIC CHTO SUPPORT THE JOY LOK FAMILY RESOURCE CENTERS$30,000
YUBA WATERSHED INSTITUTE
PO BOX 2198NEVADA CITYCA95959501 (C)(3) PUBLIC CHTO DEVELOP A FOREST RESTORATION IMPLEMENTATION PLAN$38,280
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,369,542TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CATHOLIC CHARITIES OF SANTA CLARA COUNTY
2625 ZANKER ROADSAN JOSECA95134501 (C)(3) PUBLIC CHFOR THE BABY STEPS PROGRAM, PROVIDING HOME VISITS AND SUPPORT GROUPS$20,000
COMMUNITY INITIATIVES
354 PINE STREET SUITE 700SAN FRANCISCOCA94104501 (C)(3) PUBLIC CHGENERAL SUPPORT FOR BAY AREA EARLY CHILDHOOD FUNDERS$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$24,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,657ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$634,590ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$652,247ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$652,247TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$34,694Amt
Net Investment Income$20,816NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,408DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE GEORGIANA G STEVENS FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR?S UNDISTRIBUTED INCOME AND THE AMOUNT NEEDED TO SATISFY THE CURRENT YEAR DISTRIBUTION REQUIREMENTS AS BEING MADE OUT OF CORPUS.ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$11,485,438EOYBookValueAmt
EOYFMV$11,485,438EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$9,736,014EOYBookValueAmt
EOYFMV$9,736,014EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$35,744,051BookValueAmt
EOYFMV$35,744,051EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescUNSETTLED STOCK ASSETDesc
BOY Book Value$1,500,000BOYBookValueAmt
EOY Book Value$1,500,000EOYBookValueAmt
EOYFMV$1,500,000EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN DEFERRED TAX LIABILITYDesc
Amt$104,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$2,507$0$0
DUES AND SUBSCRIPTIONS$850$170$595
BANK FEES$126$126$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmt
K-1 TAX/BOOK DIFFERENCE OTHER INCOME$332,699
K-1 TAX/BOOK DIFFERENCE DEDUCTION-$101,264
K-1 TAX/BOOK DIFFERENCE MANAGEMENT FEES-$531,855

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$7,309,631Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED TAX LIABILITY$149,000$253,000
CURRENT EXCISE TAX LIABILITY$7,541$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$78,553$78,553$0
FOUNDATION MANAGEMENT FEES$393,252$39,325$314,602

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$34,358$0$0
FRANCHISE TAX BOARD$85$0$0

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