REIS FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- REIS FOUNDATION INC (EIN 31-1486993)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-10
- IRS object ID
- 201713149349100206
- Schema version
- 2016v3.0
- 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
- Amortization Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T06:40:59-08:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christopher Smith Leonard Etal | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 Ringling Blvd Suite 900 | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311486993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Reis Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REIS | BusinessNameControlTxt |
| Phone | 9415525544 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Wagon Ln | AddressLine1Txt |
| City | Rolling Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Pamela P Reis | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Susan O Thompson | PreparerPersonNm |
| PTIN | P00276728 | PTIN |
| Phone | 9419544040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,834,750 | 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 |
| Interest On Sav Rev And Expnss | $5,328 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,411 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $392,951 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $392,951 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $367,467 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,624,076 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $367,467 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $765,746 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $761,829 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $350 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $175 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $175 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,055 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,354 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,439 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,088 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,351 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,050 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,050 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,494 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,467 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,326 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,098,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,098,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,120,994 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,467 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,104,826 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$355,248 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $749,362 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,679 | CashBOYAmt |
| Cash EOY | $6,027 | CashEOYAmt |
| Cash EOYFMV | $6,027 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,129,463 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $322,730 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $322,730 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $850,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $850,000 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,281,170 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,889,419 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,653,409 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $2,584 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,584 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,423,312 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,070,760 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,834,750 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $2,696 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $2,696 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $11,423,312 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,068,064 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,423,312 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,068,064 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,423,312 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,070,760 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,423,312 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$355,248 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,068,064 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,068,064 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2013-01-01 | 2016-12-31 | $1,618,956 | $1,256,572 | $362,384 | $362,384 |
| CASH IN LIEU | P | 2013-01-01 | 2016-12-31 | $55 | $37 | $18 | $18 |
| Capital Gain Dividends | $5,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $367,467 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $326,740 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,745,799 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.01951 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $415,816 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,053,172 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.02438 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $211,550 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,486,292 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.01366 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,883,845 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,297,445 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.15319 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $70,878 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,146,482 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.00539 | DistributionYr5Rt |
| Total Distribution | 0.216136 | TotalDistributionRt |
| Average Distribution | 0.043227 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,654,407 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $806,374 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,494 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $813,868 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,104,826 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $7,494 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,494 | SubtotalAmt |
| Tax Based On Investment Income | $7,494 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $506 | OverpaymentAmt |
| Applied To ES Tax | $506 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pamela Reis | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3103776999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Wagon Lane | AddressLine1Txt |
| City | Rolling Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Perryn Reis | ||||||
| One Wagon Lane | Rolling Hills | CA | 90274 | Vice President | 0.25 | $0 |
| Blythe G Reis | ||||||
| One Wagon Lane | Rolling Hills | CA | 90274 | Secretary | 0.30 | $0 |
| Pamela P Reis | ||||||
| One Wagon Lane | Rolling Hills | CA | 90274 | President | 2.00 | $0 |
| Kyle C Reis | ||||||
| One Wagon Lane | Rolling Hills | CA | 90274 | Chairman &Treas | 0.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,141,787 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $796,697 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,938,484 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $18,938,484 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $284,077 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,654,407 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $932,720 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $932,720 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,494 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,494 | TotalTaxAmt |
| Distributable Before Adj | $925,226 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $925,226 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $925,226 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,104,826 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,104,826 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,494 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,097,332 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $925,226 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $333,025 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $333,025 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,104,826 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $925,226 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $179,600 | RemainingDistriFromCorpusAmt |
| Total Corpus | $512,625 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $512,625 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $333,025 | ExcessFromYear4Amt |
| Excess From Current Year | $179,600 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Planned Parenthood of LA | |||||||
| 400 W 30th St | LA | CA | 90007 | none | PC | general contribution | $10,000 |
| South Coast Botanic Garden Foundati | |||||||
| 26300 Crenshaw Blvd | Palos Verdes | CA | 90274 | NONE | PC | General Contribution | $10,000 |
| Southern California Public Radio | |||||||
| 474 S Raymond Avenue | Pasadena | CA | 91105 | NONE | PC | General Contribution | $5,000 |
| UNAFFMidpeninsula UNA-USABetter Wor | |||||||
| P O Box 19369 | Stanford | CA | 94309 | None | PC | General Contribution | $1,000 |
| 350org | |||||||
| 20 Jay Street Suite 732 | Brooklyn | NY | 11201 | None | PC | General Contribution | $2,500 |
| Exponent Philanthroppy | |||||||
| PO Box 65607 | Washington | DC | 20035 | None | PC | General Contribution | $1,500 |
| Innovation Network | |||||||
| 1625 K Street NW Suite 1050 | Washington | DC | 20006 | None | PC | General Contribution | $10,000 |
| Klamath Forest Alliance | |||||||
| PO Box 2197 | Orleans | CA | 95556 | None | PC | General Contribution | $5,000 |
| Menlo-Atherton Foundation for the F | |||||||
| PO BOX 1228 | Menlo Park | CA | 94026 | none | PC | General Contribution | $2,000 |
| Chautauqua Foundation | |||||||
| PO BOX 28 | Chautauqua | NY | 14722 | none | PC | General Contribution | $5,000 |
| Center for Biological Diversity | |||||||
| PO BOX 710 | Tucson | AZ | 85702 | none | PC | General Contribution | $200,000 |
| Los Angeles Opera | |||||||
| 135 North Grand Ave | Los Angeles | CA | 90012 | none | PC | General Contribution | $5,000 |
| Palos Verdes Peninsula Land Conserv | |||||||
| 916 Silver Spur Road Suite 207 | Rolling Hills Estate | CA | 90274 | none | PC | General Contribution | $2,500 |
| South Coast Repertory | |||||||
| PO Box 2197 | Costa Mesa | CA | 92628 | none | PC | General Contribution | $2,500 |
| California Latinas for Reproductive | |||||||
| PO Box 861766 | Los Angeles | CA | 90086 | none | PC | General Contribution | $4,000 |
| Catapult Design | |||||||
| 1115 N Broadway St Suite 108 | Denver | CO | 80203 | none | PC | General Contribution | $10,000 |
| San Francisco Progressive Media Cen | |||||||
| 176 Winfield Street | San Francisco | CA | 94110 | none | PC | General Contribution | $2,000 |
| UCLA Foundation | |||||||
| 10920 Wilshire Blvd | Los Angeles | CA | 90024 | none | PC | General Contribution | $1,000 |
| Humbolt Area Foundation EcoCultural | |||||||
| 363 Indianola Road | Bayside | CA | 95524 | none | PC | General Contribution | $5,000 |
| Women's Earth and Climate Caucus | |||||||
| 20 Sunnyside Ave Ste A438 | Mill Valley | CA | 94941 | none | PC | General Contribution | $10,000 |
| Climate Central | |||||||
| One Palmer Square Suite 330 | Princeton | NJ | 08542 | none | PC | General Contribution | $2,500 |
| Groundswell Fund | |||||||
| PO Box 71642 | Oakland | CA | 94612 | none | PC | General Contribution | $9,000 |
| Advocates for Youth | |||||||
| 2000 M St NW Suite 750 | Washington | DC | 20036 | none | PC | General Contribution | $10,000 |
| FIRN | |||||||
| 5999 Harpers Farm Rd Ste E-200 | Columbia | MD | 21044 | none | PC | General Contribution | $5,000 |
| Arena Players Inc | |||||||
| 801 McCulloh Street | Baltimore | MD | 21201 | none | PC | General Contribution | $6,000 |
| Conservation Lands Foundation | |||||||
| 835 E 2nd Ave 314 | Durango | CO | 81301 | none | PC | General Contribution | $2,000 |
| Public Knowledge | |||||||
| 1818 N Street NW | Washington | DC | 20036 | none | PC | General Contribution | $3,000 |
| Rendell Center for Civics and Civic | |||||||
| 202 South 36th Street | Philadelphia | PA | 19104 | none | PC | General Contribution | $5,000 |
| Silicon Valley Shakespeare | |||||||
| 240 N 2nd St | San Jose | CA | 95112 | none | PC | General Contribution | $3,000 |
| Oregon Shakespeare Festival | |||||||
| 15 S Pioneer St | Ashland | OR | 97520 | none | PC | General Contribution | $2,000 |
| EDF | |||||||
| 257 Park Avenue South | New York | NY | 10010 | none | PC | General Contribution | $100,000 |
| Partners in Health | |||||||
| 800 Boylston St ste 1400 | Boston | MA | 02199 | none | PC | General Contribution | $5,000 |
| Global Fund for Women | |||||||
| 800 Market Street | San Francisco | CA | 94102 | none | PC | General Contribution | $5,000 |
| Oxfam America | |||||||
| 226 Causeway St | Boston | MA | 02114 | none | PC | General Contribution | $1,000 |
| Earthjustice | |||||||
| 50 California Street Suite 500 | San Francisco | CA | 94111 | none | PC | General Contribution | $200,000 |
| Grant Makers Concerned with Immigra | |||||||
| PO Box 1100 | Sebastopol | CA | 95473 | none | PC | General Contribution | $1,000 |
| Borealis Philanthrophy | |||||||
| PO Box 3295 | Mimmeapolis | MN | 55403 | none | PC | General Contribution | $200,000 |
| Mid Klamath Watershed Council | |||||||
| PO Box 409 | Orleans | CA | 95556 | none | PC | General Contribution | $10,000 |
| National Immigration Law Center | |||||||
| 3450 Wilshire Blvd 108-62 | Los Angeles | CA | 95556 | none | PC | General Contribution | $200,000 |
| Self Help Enterprises | |||||||
| PO Box 6520 | Visalia | CA | 93290 | none | PC | General Contribution | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,098,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,328 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $392,951 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $367,467 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $765,746 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $765,746 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Prep fees | CategoryTxt |
| Amt | $3,600 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | Research software | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2017-06-16 | AcquiredCompletedOrExpendedDt |
| Amortized | $2,696 | AmortizedAmt |
| Current Year Amortization | $112 | CurrentYearAmortizationAmt |
| Total Amortization | $112 | TotalAmortizationAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (76 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7500 General American Investr | $187,320 | $199,875 |
| 2700 Aflac Inc. | $121,617 | $209,736 |
| 960 Amn Elec Power | $31,776 | $66,691 |
| 2800 Apple | $164,991 | $403,256 |
| 3000 AT&T | $78,541 | $113,190 |
| 2200 Automatic Data | $116,574 | $225,412 |
| 1000 Baidu Inc. | $108,923 | $178,860 |
| 5000 Bank of New York | $163,100 | $255,100 |
| 2700 Baxter International | $110,825 | $163,458 |
| 1400 Becton Dickinson | $97,988 | $273,154 |
| 5000 Bristol-Myers | $129,428 | $278,600 |
| 3000 CA Inc. | $87,808 | $103,410 |
| 2000 Canadian National Railway | $78,102 | $162,100 |
| 2700 Cigna Corp | $25,000 | $451,953 |
| 2000 Colgate Palmolive | $77,640 | $148,260 |
| 7130 Comcast Corp | $90,452 | $277,500 |
| 8700 Corning Inc. | $169,389 | $261,435 |
| 7000 Deutsche Tele | $94,570 | $126,105 |
| 2500 Disney | $126,686 | $265,625 |
| 2800 Du Pont | $87,090 | $225,988 |
| 1500 Ecolab | $102,442 | $199,125 |
| 3000 Eli Lilly & Co. | $117,440 | $246,900 |
| 2715 Express Scripts Hldg | $154,096 | $173,326 |
| 3500 Facebook | $85,305 | $528,430 |
| 13044 Ford Motor | $179,575 | $145,962 |
| 8000 General Eletric | $181,334 | $216,080 |
| 200 Alphabet Inc CL A | $67,703 | $181,746 |
| 2000 Helen of Troy | $67,514 | $188,200 |
| 2500 Home Depot | $153,539 | $383,500 |
| 11100 Intel Corp | $247,781 | $374,514 |
| 1650 JM Smucker | $98,177 | $195,245 |
| 1500 Johnson & Johnson | $103,063 | $198,435 |
| 150000 JP Morgan Global Growth | $252,900 | $584,040 |
| 1975 JP Morgan Chase | $96,769 | $180,515 |
| 3000 Kla Tencor | $141,743 | $274,530 |
| 1500 McDonalds Corp | $133,750 | $229,740 |
| 4852 S&P Global Inc | $226,103 | $708,343 |
| 3500 Microsoft Corp | $100,541 | $241,255 |
| 5500 Mondelez International | $130,919 | $237,545 |
| 3 General Motors | $105 | |
| 2500 Nestle | $155,889 | $218,000 |
| 6500 Nextera Energy | $299,195 | $910,845 |
| 2000 Northern Trust | $47,337 | $194,420 |
| 7000 Northwest Banc Shares | $88,614 | $109,270 |
| 2000 Novartis | $114,366 | $166,940 |
| 2000 Nucor Corp | $83,770 | $115,740 |
| 6000 Nvidia | $72,177 | $867,360 |
| 1600 Pepsico | $104,798 | $184,784 |
| 4800 Pfizer | $124,604 | $161,232 |
| 3900 Pinnacle | $137,241 | $332,124 |
| 2000 Procter & Gamble | $125,621 | $174,300 |
| 4700 Qualcomm | $273,206 | $259,534 |
| 4000 RPM International | $117,275 | $218,200 |
| 3300 Sanofi | $107,491 | $158,103 |
| 2200 Stryker | $119,533 | $305,316 |
| 1500 Tiffany | $102,480 | $140,805 |
| 6000 United Techs | $331,902 | $671,605 |
| 1394 Verizon | $60,769 | $62,256 |
| 8964 Wells Fargo | $245,610 | $441,285 |
| 2900 Xylem | $83,508 | $160,747 |
| 1500 3m Company | $171,409 | $312,285 |
| 500 Berkshire Hathaway | $23,950 | $84,685 |
| 250 Western Asset | $254,375 | $195,673 |
| 2000 Anheuser-Busch | $171,647 | $220,720 |
| 3000 BCE | $107,116 | $135,120 |
| 2200 Check Point Software tech | $193,660 | $239,976 |
| 9200 Entegris inc Minnesota | $108,390 | $201,940 |
| 200 Alphabet Inc CL C | $67,486 | $185,936 |
| 1250 Whirlpool Corp | $195,994 | $239,525 |
| 4000 Fortinet | $114,609 | $149,760 |
| 1600 Honeywell Intl Inc | $161,750 | $213,264 |
| 1500 Synaptics Inc | $109,242 | $77,565 |
| 1 Berkshire Hathaway Inc | $219,998 | $254,700 |
| 1306 Abbott Labs | $51,446 | $63,485 |
| 3342 Johnson Controls Inter | $152,696 | $144,909 |
| 3800 Newell Brands Inc | $201,751 | $203,756 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $850,000 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $850,000 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $350 | LegalFeesAmt |
| Net Investment Income | $175 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $175 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Intangible Assets | Desc |
| EOY Book Value | $2,584 | EOYBookValueAmt |
| EOYFMV | $2,584 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Amortization | $112 | $112 |
| FILING FEES | $61 | $61 |
| INVESTMENT FEES | $877 | $877 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $3,701 | |
| Foreign Taxes | $8,354 | $8,354 |