WEST DAVIS & BERGARD FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WEST DAVIS & BERGARD FOUNDATION (EIN 94-3255381)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-09-21
- IRS object ID
- 201712649349100106
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-21T10:25:53-07:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Feeney McClaskey and Associates Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 Crow Canyon Ct Ste 100 | AddressLine1Txt |
| City | San Ramon | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945831982 | 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 | 943255381 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST DAVIS & BERGARD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 5104820800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4146 REDWOOD ROAD | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94619 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DORIS SEYRANIAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Patrick F Feeney CPA | PreparerPersonNm |
| PTIN | P00422441 | PTIN |
| Phone | 9253141891 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $2,839,216 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,969 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,969 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,969 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $159,563 | NetGainSaleAstRevAndExpnssAmt |
| Total Rev And Expnss | $162,532 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,969 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,969 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $881 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,619 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,066 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $595 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,471 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $644 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $76 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $568 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $4,728 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $556 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,172 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,020 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $589 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,431 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,958 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,697 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,261 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $133,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $133,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $155,958 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,697 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $153,261 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,574 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $272 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,969 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,970 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,365 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,365 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,660,021 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,020,591 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,020,591 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $750,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $718,260 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $718,260 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,451 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,451 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $2,481,991 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,839,216 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,839,216 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $2,481,991 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $2,839,216 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,481,991 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,839,216 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,481,991 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,839,216 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,481,991 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,574 | ExcessRevenueOverExpensesAmt |
| Other Increases | $350,651 | OtherIncreasesAmt |
| Subtotal | $2,839,216 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,839,216 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $211,240 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,664,509 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07928 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $205,193 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,876,958 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07132 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $200,782 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,968,085 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06765 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $180,410 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,549,474 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07076 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $176,185 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,307,944 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07634 | DistributionYr5Rt |
| Total Distribution | 0.365352 | TotalDistributionRt |
| Average Distribution | 0.073070 | AverageDistributionRt |
| Net Investment Income Pct | $3 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $153,261 | 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 | $3 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3 | SubtotalAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $3 | TaxDueAmt |
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 | CA | 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 | PATRICK FEENEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9253141891 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 CROW CANYON COURT SUITE 100 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94583 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DORIS SEYRANIAN | ||||||
| 4146 REDWOOD ROAD | OAKLAND | CA | 94621 | President | 2.00 | $0 |
| ROBERT F WRIGHT | ||||||
| 4146 REDWOOD ROAD | OAKLAND | CA | 94621 | Secretary | 2.00 | $0 |
| ELEANOR M MANUAL | ||||||
| 4146 REDWOOD ROAD | OAKLAND | CA | 94621 | BOARD MEMBER | 2.00 | $0 |
| JEANNE M RICHARDS | ||||||
| 4146 REDWOOD ROAD | OAKLAND | CA | 94621 | BOARD MEMBER | 2.00 | $0 |
| PATRICK F FEENEY | ||||||
| 12 CROW CANYON COURT 100 | SAN RAMON | CA | 94583 | Treasurer | 2.00 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3 | TotalTaxAmt |
| Distributable Before Adj | $3 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $153,261 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $153,261 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $153,258 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $63,702 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $53,688 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $54,850 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $61,423 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $79,151 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $312,814 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $153,261 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $153,261 | RemainingDistriFromCorpusAmt |
| Total Corpus | $466,075 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $63,702 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $402,373 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $53,688 | ExcessFromYear4Amt |
| Excess From Year3 | $54,850 | ExcessFromYear3Amt |
| Excess From Year2 | $61,423 | ExcessFromYear2Amt |
| Excess From Year1 | $79,151 | ExcessFromYear1Amt |
| Excess From Current Year | $153,261 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DORIS SEYRANIAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRIENDSHIP HOUSE | |||||||
| 56 JULIAN AVENUE | SAN FRANCISCO | CA | 94103 | NONE | EOF | DONATION NON DISCRETIONARY EXPENSES | $11,500 |
| JOYBELLS PROJECTCATHOLIC CHARITIES | |||||||
| 433 JEFFERSON STREET | OAKLAND | CA | 94607 | NONE | EOF | DONATION NON DISCRETIONARY EXPENSES | $2,500 |
| PROVIDENCE HOUSE | |||||||
| 540 23RD STREET | OAKLAND | CA | 94612 | NONE | EOF | DONATION NON DISCRETIONARY EXPENSES | $2,500 |
| MERCY BROWN BAG PROJECT | |||||||
| 3431 FOOTHILL BLVD | OAKLAND | CA | 94601 | NONE | EOF | DONATION NON DISCRETIONARY EXPENSES | $2,500 |
| DOROTHY DAY HOUSE | |||||||
| PO BOX 12701 | BERKELEY | CA | 94712 | NONE | EOF | NON DISCRETIONARY EXPENSES | $3,500 |
| YOUTH ALIVE | |||||||
| 3300 ELM STREET | OAKLAND | CA | 94609 | NONE | EOF | DONATION NON DISCRETIONARY EXPENSES | $5,000 |
| A FRIENDLY MANORPLACE | |||||||
| 2298 SAN PABLO AVENUE | OAKLAND | CA | 94612 | NONE | EOF | DONATION NON DISCRETIONARY EXPENSES | $2,500 |
| INNER WHEEL OF SAN LEANDRO | |||||||
| 2096 BURROUGHS AVENUE | SAN LEANDRO | CA | 94577 | NONE | EOF | DONATION NON DISCRETIONARY EXPENSES | $16,000 |
| FAMILY EMERGENCY SHELTER CO | |||||||
| 21455 BIRCH ST 5 | HAYWARD | CA | 94541 | NONE | EOF | DONATION | $5,000 |
| LEGAL ASSISTANCE FOR SENIORS | |||||||
| 464 7TH STREET | OAKLAND | CA | 94607 | NONE | EOF | NON DISCRETIONARY EXPENSES | $7,500 |
| PRESCOTT CIRCUS THEATRE | |||||||
| 3864 BROWN AVENUE | OAKLAND | CA | 94619 | NONE | EOF | DONATION NON DISCRETIONARY EXPENSES | $9,500 |
| STAGEBRIDGE | |||||||
| 2501 HARRISON STREET | OAKLAND | CA | 94612 | NONE | EOF | DONATION NON DISCRETIONARY EXPENSES | $2,500 |
| A SAFE PLACE | |||||||
| PO BOX 23006 | OAKLAND | CA | 94607 | NONE | EOF | DONATION NON DISCRETIONARY EXPENSES | $2,500 |
| SUNNY HILLS SERVICES | |||||||
| 300 SUNNY HILLS DRIVE | SAN ANSELMO | CA | 94960 | NONE | EOF | DONATION NON DISCRETIONARY EXPENSES | $5,000 |
| OAKLAND CATHOLIC WORKER | |||||||
| PO BOX 10131 | OAKLAND | CA | 94610 | NONE | EOF | DONATION NON DISCRETIONARY EXPENSES | $5,000 |
| PRESCOTT JOSEPH CENTER | |||||||
| 920 PERALTA STREET | OAKLAND | CA | 94607 | NONE | EOF | DONATION NON DISCRETIONARY EXPENSES | $3,000 |
| SWORDS TO PLOWSHARES | |||||||
| 1060 HOWARD STREET | SAN FRANCISCO | CA | 94103 | NONE | EOF | DONATION NON DISCRETIONARY EXPENSES | $5,000 |
| BOOST WEST OAKLAND | |||||||
| 1700 MARKET STREET | OAKLAND | CA | 94607 | NONE | EOF | DONATION NON DISCRETIONARY EXPENSES | $5,000 |
| BERKELEY FOOD HOUSING PROJECT | |||||||
| 2363 BANCROFT WAY 2ND FLOOR | BERKELEY | CA | 94704 | NONE | EOF | DONATION NON DISCRETIONARY EXPENSES | $5,000 |
| FAMILY SUPPORT SERVICES OF THE BAY | |||||||
| 401 GRAND AVE 500 | OAKLAND | CA | 94610 | NONE | EOF | NON DISCRETIONARY EXPENSES | $5,000 |
| ASPIRE EDUCATION PROJECT | |||||||
| 1904 FRANKLIN STREET 515 | OAKLAND | CA | 94612 | NONE | EOF | NON DISCRETIONARY EXPENSES | $2,500 |
| EAST BAY SPCA | |||||||
| 8323 BALDWIN STREET | OAKLAND | CA | 94621 | NONE | EOF | NON DISCRETIONARY EXPENSES | $5,000 |
| PROSPERA | |||||||
| 1904 FRANKLIN STREET 801 | OAKLAND | CA | 94612 | NONE | EOF | DONATION NON DISCRETIONARY EXPENSES | $5,000 |
| SAMARITAN NEIGHBORHOOD CENTER | |||||||
| 534 22ND STREET | OAKLAND | CA | 94612 | NONE | EOF | DONON DISCRETIONARY EXPENSESNATION | $7,500 |
| EAST OAKLAND YOUTH DEVELOPMENT | |||||||
| 8200 INTERNATIONAL BOULEVARD | OAKLAND | CA | 94621 | POF | NON DISCRETIONARY EXPENSES | $2,500 | |
| BE A MENTOR | |||||||
| 24301 SOUTHLAND DRIVE 504 | HAYWARD | CA | 94545 | NON DISCRETIONARY EXPENSES | $2,000 | ||
| WOMAN ON THE WAY TO RECOVERY | |||||||
| 20424 HAVILAND AVENUE | HAYWARD | CA | 94541 | POF | NON DISCRETIONARY EXPENSES | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $133,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,969 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $159,563 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $162,532 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $162,532 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $881 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,619 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,020,591 | EOYBookValueAmt |
| EOYFMV | $2,020,591 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANNUITIES | AT COST | $137,540 | $137,540 |
| REITS | AT COST | $580,720 | $580,720 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Miscellaneous | CategoryOrItemTxt |
| Cost Or Other Basis | $15,451 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $15,451 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| bank fees | $60 | $7 | $53 |
| DUES | $750 | $88 | $662 |
| INSURANCE | $1,200 | $141 | $1,059 |
| MEALS | $965 | $113 | $852 |
| Moving | $922 | $108 | $814 |
| STAT POST FEES | $108 | $13 | $95 |
| TELEPHONE | $1,015 | $119 | $896 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL, CONSULTING | CategoryTxt |
| Amt | $5,066 | Amt |
| Net Investment Income | $595 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,471 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $644 | Amt |
| Net Investment Income | $76 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $568 | DisbursementsCharitablePrpsAmt |
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