WILLOW FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WILLOW FOUNDATION (EIN 91-1907445)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201741359349103099
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T13:47:46-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | 911907445 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLOW FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WITHUMSMITHBROWN PC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WITHUMSMITHBROWN PC | InCareOfNm |
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2127519100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES BECKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127519100 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL STALLONE CPA | PreparerPersonNm |
| PTIN | P00104108 | PTIN |
| Phone | 2127519100 | PhoneNum |
| Preparation | 2017-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.46.120.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220171355000159 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AC7098C0339C0ECBAF948FB7CAE4DFEF01DAFA76 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 057E8059E1F024E13DA9511449EC0523B9CAFC6F | 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 | $272,605 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $35 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $48 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,435 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,435 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,355 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $128,207 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,355 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $28,873 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,838 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $792 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $792 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $115 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $115 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,442 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $907 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,535 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,442 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $907 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,569 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,931 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,809 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,325 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,325 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $184,819 | CorporateStockBOYAmt |
| Corporate Stock EOY | $209,734 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $259,280 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $227,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $223,059 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $272,605 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $227,628 | CapitalStockBOYAmt |
| Capital Stock EOY | $223,059 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $227,628 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $223,059 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $227,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $223,059 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $227,628 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,569 | ExcessRevenueOverExpensesAmt |
| Subtotal | $223,059 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $223,059 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| U.S. TRUST - SEE ATTACHED | $114,701 | $101,852 | $12,849 | $12,849 | |
| CAPITAL GAIN DIVIDENDS | $13,506 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,355 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,525 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $329,622 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.098674 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,593 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $345,247 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.094405 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,135 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $322,596 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.099614 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,908 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $301,500 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.105831 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,194 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $331,715 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069921 | DistributionYr5Rt |
| Total Distribution | 0.468445 | TotalDistributionRt |
| Average Distribution | 0.093689 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $284,984 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,700 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $279 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,979 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $32,535 | 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 | $279 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $279 | SubtotalAmt |
| Tax Based On Investment Income | $279 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $50 | TotalPaymentsAndCreditsAmt |
| Tax Due | $229 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | 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 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127519100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES W BECKER | ||||||||
| C/O WITHUMSMITHBROWN PC 1411 BROA | NEW YORK | NY | 10018 | PRESIDENT/TREASURER | 10.0 | $0 | $0 | $0 |
| JANE FURBER BECKER | ||||||||
| C/O WITHUMSMITHBROWN PC 1411 BROA | NEW YORK | NY | 10018 | VICE PRESIDENT/SECRE | 10.0 | $0 | $0 | $0 |
| THOMAS L BECKER | ||||||||
| C/O WITHUMSMITHBROWN PC 1411 BROA | NEW YORK | NY | 10018 | DIRECTOR | 10.0 | $0 | $0 | $0 |
| STEPHEN W BECKER | ||||||||
| C/O WITHUMSMITHBROWN PC 1411 BROA | NEW YORK | NY | 10018 | DIRECTOR | 10.0 | $0 | $0 | $0 |
| ERIN M BECKER | ||||||||
| C/O WITHUMSMITHBROWN PC 1411 BROA | NEW YORK | NY | 10018 | DIRECTOR | 10.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $262,016 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,308 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $289,324 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $289,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,340 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $284,984 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,249 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,249 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $279 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $279 | TotalTaxAmt |
| Distributable Before Adj | $13,970 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,970 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,970 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,535 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $32,535 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $279 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,256 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,970 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,690 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,437 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,935 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,145 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,824 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $74,031 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,535 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $13,970 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,565 | RemainingDistriFromCorpusAmt |
| Total Corpus | $92,596 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,690 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $85,906 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,437 | ExcessFromYear4Amt |
| Excess From Year3 | $16,935 | ExcessFromYear3Amt |
| Excess From Year2 | $16,145 | ExcessFromYear2Amt |
| Excess From Year1 | $16,824 | ExcessFromYear1Amt |
| Excess From Current Year | $18,565 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NORTHWEST CENTER | ||||||||
| 7272 WEST MARGINAL WAY S | SEATTLE | WA | 98108 | N/A | PC | UNRESTRICTED | $5,000 | |
| SAN FRANCISCO CINEMATHEQUE | ||||||||
| 55 TAYLOR STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | UNRESTRICTED | $2,000 | |
| THE SAN FRANCISCO SCHOOL | ||||||||
| 300 GGAVEN ST | SAN FRANCISCO | CA | 94134 | N/A | PC | UNRESTRICTED | $1,500 | |
| YOUTH ON THEIR OWN | ||||||||
| 1660 N ALVERNON WAY | TUSCON | AZ | 85712 | N/A | PC | UNRESTRICTED | $3,000 | |
| CHRYSALIS ENTERPRISES | ||||||||
| 5 S MAIN ST | LOS ANGELES | CA | 90013 | N/A | PC | UNRESTRICTED | $5,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 100015004 | N/A | PC | UNRESTRICTED | $3,500 | |
| PATH | ||||||||
| 304 PARK AVE SOUTH | NEW YORK | NY | 10010 | N/A | PC | UNRESTRICTED | $1,000 | |
| SAN MIGUEL HIGH SCHOOL | ||||||||
| 6601 SAN FERNANDO AVE | TUCSON | AZ | 85756 | N/A | PC | UNRESTRICTED | $2,000 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 TWENTY-FOURTH STREET | WASHINGTON | DC | 200907180 | N/A | PC | UNRESTRICTED | $3,000 | NW PO BOX 97180 |
| DOWNTOWN WOMENS CENTER | ||||||||
| 442 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | N/A | PC | UNRESTRICTED | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,435 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,355 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,838 | 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 PREPERATION FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $209,734 | EOYBookValueAmt |
| EOYFMV | $259,280 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEE | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME/LOSS | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK OF AMERICA, N.A.: TRUSTEE | CategoryTxt |
| Amt | $792 | Amt |
| Net Investment Income | $792 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $115 | Amt |
| Net Investment Income | $115 | NetInvestmentIncomeAmt |