BETA

THE CODEX FOUNDATION: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE CODEX FOUNDATION (EIN 11-3763607)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201743199349207929
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-15T18:17:42-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943105622PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARLOW & HUGHAN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11182 MARKET STREET SUITE 400AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941024922ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113763607EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CODEX FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCODEBusinessNameControlTxt
Phone5108490673PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12203 FOURTH STREETAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94710ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER RUTLEDGE KOCHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5108490673PhoneNum
Signature2017-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWADE C HUGHANPreparerPersonNm
PTINP00167223PTIN
Phone4155222490PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address162.206.50.241IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-08IPDt
IP Tm15:42:21IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9FCEAF0F3C387E65EE22B18D5118C6D98AC1FD9AAtSubmissionCreationDeviceId
At Submission Filing Device Id7B9A7DCDFF1D4DEBCD2AFD8518B08463FB68F43DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.CODEXFOUNDATION.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$158,400GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$32,798ContributionsGiftsGrantsEtcAmt
Program Service Revenue$91,200ProgramServiceRevenueAmt
Fundraising Gross Income$28,693FundraisingGrossIncomeAmt
Special Events Direct Expenses$1,688SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$27,005SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$5,709GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,984CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$2,725GrossProfitLossSlsOfInvntryAmt
Total Revenue$153,728TotalRevenueAmt
Grants And Similar Amounts Paid$167GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$55,000SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$19,008FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$12,016OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$11,662PrintingPublicationsPostageAmt
Other Expenses Total$12,391OtherExpensesTotalAmt
Total Expenses$110,244TotalExpensesAmt
Excess Or Deficit For Year$43,484ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$223,729NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$267,213NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$207,496BOYAmt
EOY$159,240EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$18,279BOYAmt
EOY$115,115EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$225,775BOYAmt
EOY$274,355EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,046BOYAmt
EOY$7,142EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$223,729BOYAmt
EOY$267,213EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE CODEX FOUNDATION EXISTS TO PRESERVE AND PROMOTE THE ART AND CRAFT OF THE BOOK. OUR MISSION IS EDUCATIONAL AND IN THE BROADEST POSSIBLE CONTEXT TO BRING TO PUBLIC RECOGNITION THE ARTISANSHIP AND THE RICH HISTORY OF THE BOOK IN CIVILIZATIONS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE CODEX FOUNDATION IS ORGANIZING BIENNIAL SYMPOSIUMS FOCUSED ON THE ART OF HAND PRINTED BOOKS. THE SYMPOSIUM PROVIDES AN OPPORTUNITY TO DISCUSS AND EXAMINE THE BEST AND MOST CURRENT WORK OF INTERNATIONAL GROUP OF BOOK ARTISTS. IT FEATURES PROMINENT SPEAKERS AND EDUCATORS.DescriptionProgramSrvcAccomTxt
Grants And Allocations$167GrantsAndAllocationsAmt
Program Service Expenses$90,821ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$90,821TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER RUTLEDGE KOCH
PRESIDENT12.00$33,000$0$0
ROBERTO G TRUJILLO
VICE PRESIDENT/TREASURER1.00$0$0$0
SUSAN K FILTER
SECRETARY8.00$22,000$0$0
CAROLEE CAMPBELL
BOARD MEMBER0.00$0$0$0
DUKE COLLIER
BOARD MEMBER0.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAN BAUMANBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12203 4TH STREETAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94710ZIPCd
FieldValueIRS element (for citing)
Phone9258582053PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$41,903CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$173,660CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,558CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$155,853CurrentTaxYearMinus1YearAmt
Current Tax Year$32,798CurrentTaxYearAmt
Total$424,772TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$41,903CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$173,660CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,558CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$155,853CurrentTaxYearMinus1YearAmt
Current Tax Year$32,798CurrentTaxYearAmt
Total$424,772TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$121,505SubstantialContributorsTotAmt
Public Support Total170$303,267PublicSupportTotal170Amt
Total Support$424,772TotalSupportAmt
Gross Receipts Rltd Activities$471,694GrossReceiptsRltdActivitiesAmt
Public Support CY1700.71400PublicSupportCY170Pct
Public Support PY1700.77440PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty0AgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALA DINNEREvent1Nm
Gross Receipts Event1$28,692GrossReceiptsEvent1Amt
Gross Revenue Event1$28,692GrossRevenueEvent1Amt
Food And Beverage Event1$1,600FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$88OtherDirectExpensesEvent1Amt
Gross Receipts Total$28,692GrossReceiptsTotalAmt
Gross Revenue Total Events$28,692GrossRevenueTotalEventsAmt
Food And Beverage Total Events$1,600FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$88OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$1,688DirectExpenseSummaryEventsAmt
Net Income Summary$27,004NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORYINCOME: GROSS RECEIPTS: 5,709. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 2,984. GROSS PROFIT: 2,725. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 17,300. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 2,934. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 17,250. COST OF GOODS SOLD: 2,984.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: BANK FEES AND RELATED CHARGES. AMOUNT: 805. DESCRIPTION: OFFICE. AMOUNT: 1,440. DESCRIPTION: WEBSITE. AMOUNT: 491. DESCRIPTION: TRAVEL & RELATED CHARGES. AMOUNT: 3,291. DESCRIPTION: MEETING. AMOUNT: 629. DESCRIPTION: PRODUCTION OF SEMINAR MATERIALS. AMOUNT: 3,597. DESCRIPTION: PROMOTION AND MARKETING. AMOUNT: 2,138. TOTAL TO FORM 990-EZ, LINE 16: 12,391.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 979. END OF YEAR AMOUNT: 9,665. DESCRIPTION: BOOK FAIR RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 88,200. DESCRIPTION: INVENTORY. BEG. OF YEAR AMOUNT: 17,300. END OF YEAR AMOUNT: 17,250.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE AND ADVANCE CUSTOMER PAYMENTS. BEG. OF YEAR AMOUNT: 2,046. END OF YEAR AMOUNT: 277. DESCRIPTION: DEFERRED INCOME. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6,865.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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