THE 500 CAPP STREET FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE 500 CAPP STREET FOUNDATION (EIN 26-4116050)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-31
- IRS object ID
- 201733049349100313
- 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
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-31T13:16:35-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264677183 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DZH PHILLIPS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 9TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264116050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 500 CAPP STREET FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 500C | BusinessNameControlTxt |
| Phone | 4159861571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 YORK STREET NO 103 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARLIE WILMANS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4159861571 | PhoneNum |
| Signature | 2017-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HYDEH GHAFFARI | PreparerPersonNm |
| PTIN | P01228587 | PTIN |
| Phone | 4157812500 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.201.135.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-24 | IPDt |
| IP Tm | 09:19:07 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 29C329510690AC2AD766FA3FDCF3E14F4B587691 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EBFC66DCBA349F2083C74EAC78276C6A9350E58E | AtSubmissionFilingDeviceId |
| 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 | $3,222,471 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $903,827 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $61 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $61 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,144 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $405,532 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,144 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $5,144 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $81,081 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $81,081 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $990,113 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,205 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $86,286 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $237,985 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $237,985 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $19,157 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $19,157 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,077 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,077 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,074 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $34,420 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $128,023 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $128,023 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $44,102 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $44,102 | InterestDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $85,889 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $70,637 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $72,729 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,410 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,607 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $16,441 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $14,728 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $197,318 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $199,535 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $848,113 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $765,363 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $848,113 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $765,363 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $142,000 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,205 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $86,286 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $487,080 | CashBOYAmt |
| Cash EOY | $710,292 | CashEOYAmt |
| Cash EOYFMV | $710,292 | CashEOYFMVAmt |
| Inventories EOY | $5,378 | InventoriesEOYAmt |
| Inventories EOYFMV | $5,378 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $10,866 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $14,009 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14,009 | PrepaidExpensesEOYFMVAmt |
| Other Assets BOY | $2,578,681 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,492,792 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,492,792 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,076,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,222,471 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,222,471 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $375,400 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,161 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,299,168 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,665,251 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,674,568 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,678,412 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,402,059 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,544,059 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,402,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,544,059 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,076,627 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,222,471 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,402,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $142,000 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,544,059 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,544,059 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | REALIZED GAINS FROM SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-05-05 | AcquiredDt |
| Sold | 2016-05-19 | SoldDt |
| Gross Sales Price | $405,532 | GrossSalesPriceAmt |
| Cost Or Other Basis | $400,388 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,144 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,144 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,144 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,144 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,931,288 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $102,367 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 28.635087 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $747,723 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $668,777 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.118045 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $217,631 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $638,083 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.341070 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $127,704 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $612,750 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.208411 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $37,062 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,045 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.638804 | DistributionYr5Rt |
| Total Distribution | 32.941417 | TotalDistributionRt |
| Average Distribution | 6.588283 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $645,213 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,250,846 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $52 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,250,898 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $765,363 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $104 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $104 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $104 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $104 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.500CAPPSTREET.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLIE WILMANS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4159861571 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 YORK STREET NO 103 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CARLIE WILMANS | ||||||||
| 720 YORK STREET SUITE 103 | SAN FRANCISCO | CA | 94110 | PRESIDENT | 40.00 | $0 | $0 | $0 |
| JOCK REYNOLDS | ||||||||
| 720 YORK STREET SUITE 103 | SAN FRANCISCO | CA | 94110 | SECRETRY | 1.00 | $0 | $0 | $0 |
| ANN HATCH | ||||||||
| 720 YORK STREET SUITE 103 | SAN FRANCISCO | CA | 94110 | CF0 | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OLIVER & COMPANY | |||||
| 1300 SOUTH 51ST STREET | RICHMOND | CA | 94804 | CONSTRUCTION FEES | $346,248 |
| NORRIS COMMUNICATIONS | |||||
| 74 MULLEN AVENUE | SAN FRANCISCO | CA | 94110 | PUBLIC RELATIONS FEE | $63,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PRESERVATION OF THE LATE ARTIST DAVID IRELAND'S FORMER RESIDENCE AND ARTWORK LOCATED AT 500 CAPP STREET, SAN FRANCISCO, CA WHICH SERVES AS A SHOWCASE FOR MANY OF HIS MOST IMPORTANT WORKS. THE FOUNDATION WAS SPECIFICALLY ESTABLISHED TO PRESERVE, ARCHIVE AND STUDY THE WORK AND LIFE OF DAVID IRELAND WITH A FOCUS ON THE ARTWORKS AND DOCUMENTS LOCATED IN DAVID IRELAND'S FORMER RESIDENCE. INDIVIDUAL AND GROUP TOURS ARE OFFERED SO THAT THE GENERAL PUBLIC AND EDUCATIONAL INSTITUTIONS CAN VISIT THE RESIDENCE AND ARTWORK. THE FOUNDATION EXPENDITURES INCLUDED WAGES, OPERATING EXPENSES, RESTORATION AND RENOVATION, AND ADMINISTRATIVE EXPENSES. RENOVATIONS WERE COMPLETED IN 2015. | Description1Txt |
| Expenses1 | $525,916 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $655,039 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $655,039 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $655,039 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,826 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $645,213 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,261 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $765,363 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $765,363 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $765,363 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $32,261 | CurrentYearAmt |
| Year1 | $5,118 | Year1Amt |
| Year2 | $4 | Year2Amt |
| Year3 | $2 | Year3Amt |
| Total | $37,385 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $27,422 | CurrentYearAmt |
| Year1 | $4,350 | Year1Amt |
| Year2 | $3 | Year2Amt |
| Year3 | $2 | Year3Amt |
| Total | $31,777 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $765,363 | CurrentYearAmt |
| Year1 | $2,931,288 | Year1Amt |
| Year2 | $747,723 | Year2Amt |
| Year3 | $217,631 | Year3Amt |
| Total | $4,662,005 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $765,363 | CurrentYearAmt |
| Year1 | $2,931,288 | Year1Amt |
| Year2 | $747,723 | Year2Amt |
| Year3 | $217,631 | Year3Amt |
| Total | $4,662,005 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,222,471 | CurrentYearAmt |
| Year1 | $3,076,627 | Year1Amt |
| Year2 | $4,372,290 | Year2Amt |
| Year3 | $4,406,964 | Year3Amt |
| Total | $15,078,352 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,222,471 | CurrentYearAmt |
| Year1 | $3,076,627 | Year1Amt |
| Year2 | $4,372,290 | Year2Amt |
| Year3 | $4,406,964 | Year3Amt |
| Total | $15,078,352 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CARLIE WILMANS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,144 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$3,581 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| SALES OF BOOKS | $540 | ||
| REFUND - PROPERTY TAXES | 01 | $58 | |
| ADMISSIONS | $71,239 | ||
| PROCEEDS FROM SALE OF COLLECTIONS | $12,825 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $119 | ExclusionAmt |
| Related Or Exempt Function Incm | $86,167 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,286 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | SALE OF BOOKS CONTAINING PICTURES OF THE ARTS BY DAVID IRELAND |
| 11C | ADMISSION TO TOUR DAVID IRELAND'S HOME |
| 11D | SALE OF "UNTITLED" (RED CONCRETE), "RED WHEEL", "UNTITLED" (CAN WITH CONCRETE AND SPOON). ITEMS FROM DAVID IRELAND'S COLLECTION. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CARLIE WILMANS | |||||||
| 1 | 720 YORK STREET SUITE 103 | SAN FRANCISCO | CA | 94110 | $405,000 | Yes (X) | |
| CAROL CASEY | |||||||
| 2 | 2006 WASHINGTON STREET | SAN FRANCISCO | CA | 94109 | $400,388 | Yes (X) | Yes (X) |
| ANN HATCH | |||||||
| 3 | 1945 HYDE STREET | SAN FRANCISCO | CA | 94109 | $50,000 | Yes (X) | |
| NANCY BECHTLE CO SCHWAB FOUNDATION | |||||||
| 4 | 201 MISSION STREET SUITE 1950 | SAN FRANCISCO | CA | 94105 | $10,000 | Yes (X) | |
| MJ THOMAS | |||||||
| 5 | 565 SPRUCE STREET | SAN FRANCISCO | CA | 94118 | $5,000 | Yes (X) | |
| BOB & RANDI FISHER | |||||||
| 6 | ONE MARITIME PLAZA | SAN FRANCISCO | CA | 94111 | $20,000 | Yes (X) | |
| OLIVER & COMPANY | |||||||
| 7 | 1300 SOUTH 51ST STREET | RICHMOND | CA | 94804 | $7,500 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $400,388 | FairMarketValueAmt |
| Received | 2016-05-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $34,074 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $34,420 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $11,077 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,077 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSIT | $2,025 | $2,025 | $2,025 |
| PROGRAM-RELATED INVESTMENTS | $2,576,656 | $2,490,767 | $2,490,767 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXHIBITION | $0 | $0 | $0 | -$2,940 |
| FINANCE CHARGES | $0 | $0 | $0 | $119 |
| LICENSES & FEES | $2,257 | $0 | $0 | $2,257 |
| EXPENDABLE EQUIPMENT AND SOFTWARE | $5,849 | $0 | $0 | $11,074 |
| INSURANCE | $9,340 | $0 | $0 | $11,758 |
| POSTAGE AND DELIVERY | $3,619 | $0 | $0 | $3,685 |
| DUES AND SUBSCRIPTIONS | $7,548 | $0 | $0 | $7,647 |
| OFFICE SUPPLIES | $10,420 | $0 | $0 | $12,280 |
| TELECOMMUNICATION | $2,551 | $0 | $0 | $2,551 |
| SECURITY | $2,831 | $0 | $0 | $2,641 |
| PROFESSIONAL DEVELOPMENT | $1,663 | $0 | $0 | $1,663 |
| BANK SERVICE CHARGES | $12,123 | $0 | $0 | $12,162 |
| MEALS | $4,592 | $0 | $0 | $4,592 |
| CONTRACT LABOR | $123,981 | $0 | $0 | $118,128 |
| PAYROLL FEES | $1,629 | $0 | $0 | $1,629 |
| OTHER EXPENSES | $3,611 | $0 | $0 | $3,655 |
| EQUIPMENT RENTAL | $3,399 | $0 | $0 | $3,399 |
| PHOTOGRAPHY | $0 | $0 | $0 | $1,330 |
| PROPERTY TAX | $255 | $0 | $0 | $255 |
| ARTIST STIPENDS | $1,650 | $0 | $0 | $1,650 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| SALES OF BOOKS | $540 | $540 |
| REFUND - PROPERTY TAXES | $58 | $58 |
| ADMISSIONS | $71,239 | $71,239 |
| PROCEEDS FROM SALE OF COLLECTIONS | $12,825 | $12,825 |
| GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | -$3,581 | -$3,581 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINE OF CREDIT | Desc |
| BOY Book Value | $1,299,168 | BOYBookValueAmt |
| EOY Book Value | $1,665,251 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PUBLIC RELATIONS | $63,800 | $0 | $0 | $63,800 |
| PROFESSIONAL FEES - OTHER | $64,223 | $0 | $0 | $64,223 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL CASEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2006 WASHINGTON STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
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