KARL AND ALICE RUPPENTHAL FOUNDATION FOR THE ARTS: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KARL AND ALICE RUPPENTHAL FOUNDATION FOR THE ARTS (EIN 68-0290059)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-01
- IRS object ID
- 201603069349100425
- Schema version
- 2015v2.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-01T13:43:34-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bailey & Utley CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 West Joaquin Ave 280 | AddressLine1Txt |
| City | San Leandro | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680290059 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Karl and Alice Ruppenthal Foundation | BusinessNameLine1Txt |
| Business Name Line2 | For The Arts | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KARL | BusinessNameControlTxt |
| Phone | 5105953656 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6166 Buena Vista Ave | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sara Katz | PersonNm |
| Person Title | Representative | PersonTitleTxt |
| Signature | 2016-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Alicia M Utley | PreparerPersonNm |
| PTIN | P01074236 | PTIN |
| Phone | 5106141895 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,019,029 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,501 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,501 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,501 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $12,353 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,353 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,353 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,482 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $162,399 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,482 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $289 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $696 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $696 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $34,032 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,032 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,143 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,175 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $921 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,217 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $14,313 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,913 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,881 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,032 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,143 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $105,397 | CashBOYAmt |
| Cash EOY | $51,491 | CashEOYAmt |
| Cash EOYFMV | $51,491 | CashEOYFMVAmt |
| Corporate Stock BOY | $791,026 | CorporateStockBOYAmt |
| Corporate Stock EOY | $741,895 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $741,895 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $176,451 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $194,474 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $194,474 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $49,974 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,169 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,169 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,122,848 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,019,029 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,019,029 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,494,663 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,494,663 | CapitalStockEOYAmt |
| Retained Earning BOY | -$371,815 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$475,634 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,122,848 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,019,029 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,122,848 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,019,029 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,122,848 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,881 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,080,967 | SubtotalAmt |
| Other Decreases | $61,938 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,019,029 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3076.923 CCM Alternative Income Fund | P | 2014-05-13 | 2015-09-25 | $30,000 | $32,194 | -$2,194 | -$2,194 |
| 65 Baxter International | P | 2014-08-25 | 2015-03-24 | $4,456 | $4,894 | -$438 | -$438 |
| 108 Price T Rowe Group | P | 2014-08-25 | 2015-03-24 | $8,995 | $8,717 | $278 | $278 |
| 111 Sonoco Prods Co | P | 2014-08-25 | 2015-06-15 | $4,960 | $4,511 | $449 | $449 |
| 69 Amgen | P | 2013-08-23 | 2015-06-15 | $10,767 | $7,284 | $3,483 | $3,483 |
| 47 Apple Inc | P | 2013-08-23 | 2015-06-15 | $5,966 | $3,362 | $2,604 | $2,604 |
| 155 Citigroup Inc | P | 2013-08-23 | 2015-06-15 | $8,785 | $7,709 | $1,076 | $1,076 |
| 22 Gilead Sciences | P | 2013-08-29 | 2015-07-16 | $2,615 | $1,333 | $1,282 | $1,282 |
| 79 Home Depot | P | 2013-08-23 | 2015-06-15 | $8,703 | $5,825 | $2,878 | $2,878 |
| 197 ITC Holdings Corp | P | 2013-08-23 | 2015-06-15 | $6,328 | $5,861 | $467 | $467 |
| 198 JPMorgan Chse & Co | P | 2013-08-23 | 2015-03-24 | $12,028 | $10,353 | $1,675 | $1,675 |
| 69 Kuerig Green mtn | P | 2013-11-21 | 2015-11-17 | $2,783 | $4,886 | -$2,103 | -$2,103 |
| 74 Marathon Petroleum Corp | P | 2013-08-23 | 2015-09-18 | $3,427 | $2,785 | $642 | $642 |
| 131 Medtronic Inc | P | 2013-11-21 | 2015-01-27 | $10,080 | $7,483 | $2,597 | $2,597 |
| 20 Novartis A G | P | 2013-08-23 | 2015-07-16 | $2,115 | $1,503 | $612 | $612 |
| 184 Pentair PLC Shs | P | 2013-08-23 | 2015-09-18 | $9,474 | $11,345 | -$1,871 | -$1,871 |
| 106 QulCom Inc | P | 2013-08-23 | 2015-09-18 | $5,766 | $7,117 | -$1,351 | -$1,351 |
| 55 Smucker JM Co | P | 2013-08-23 | 2015-06-15 | $6,120 | $5,954 | $166 | $166 |
| 64 Time Warner | P | 2013-08-23 | 2015-06-15 | $5,501 | $3,827 | $1,674 | $1,674 |
| 241 Trimble Nac Ltd | P | 2013-08-23 | 2015-09-18 | $4,185 | $6,249 | -$2,064 | -$2,064 |
| 749 United Health Group | P | 2013-08-23 | 2015-03-24 | $9,345 | $5,725 | $3,620 | $3,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,482 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $289 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $681 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $681 | SubtotalAmt |
| Tax Based On Investment Income | $681 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $696 | 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 | false | 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 | Sara Katz | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5105953656 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6166 Buena Vista Ave | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94618 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Sara Katz | ||||||
| 6166 Buena Vista Ave | Oakland | CA | 94618 | President | 5.00 | $0 |
| Josephine Maxon | ||||||
| 6166 Buena Vista Ave | Oakland | CA | 94618 | Secretary | 3.00 | $0 |
| Heathr Katz | ||||||
| 6166 Buena Vista Ave | Oakland | CA | 94618 | At Large Member | 3.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Given that The Karl and Alice Ruppenthal Foundation's main, goal is the support of music and art, in 2015, the largest direct charitable activity was for the support of various training and education programs of young opera singers as well as support of production of artistic programs and art education. The majority of the expenses incurred were related to accounting, tax compliance and payment of tax liabilities. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $967,538 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,491 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,019,029 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,019,029 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,285 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,003,744 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,187 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,187 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $681 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $681 | TotalTaxAmt |
| Distributable Before Adj | $49,506 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $49,506 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $49,506 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $61,600 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $61,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,506 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $177,568 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $47,377 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $224,945 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,600 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,506 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,094 | RemainingDistriFromCorpusAmt |
| Total Corpus | $237,039 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $237,039 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $177,568 | ExcessFromYear2Amt |
| Excess From Year1 | $47,377 | ExcessFromYear1Amt |
| Excess From Current Year | $12,094 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Aurora Theater Company | ||||||
| 2081 Addison Street | Berkeley | CA | 94704 | None | Help support music and art training and education | $500 |
| Berkeley Repertory Theater | ||||||
| 999 Harrison Street | Berkeley | CA | 94710 | None | Help support music and art training and education | $2,500 |
| Philharmonia Baroque Orchestra | ||||||
| 414 Mason Street 606 | San Francisco | CA | 94102 | None | Help support music and art training and education | $1,000 |
| San Francisco Opera | ||||||
| 301 Van Ness Avenue | San Francisco | CA | 94102 | None | Help support music and art training and education | $2,000 |
| San Francisco Conservatory of Music | ||||||
| 50 Oak Street | San Francisco | CA | 94102 | None | Help support music and art training and education | $1,000 |
| American Bach Soloists | ||||||
| 44 Page Street 403 | San Francisco | CA | 94102 | None | Help support music and art training and education | $500 |
| Unitarian Universalist Church - Ber | ||||||
| One Lawson Road | Kensington | CA | 94707 | None | Help support music and art training and education | $10,000 |
| St Mark's Choir Association | ||||||
| 2300 Bancroft Way | Berkeley | CA | 94704 | None | Help support music and art training and education | $250 |
| San Francisco Girls Chorus | ||||||
| 44 Page Street 200 | San Francisco | CA | 94102 | None | Help support music and art training and education | $250 |
| Cal Performances | ||||||
| 101 Zellaerbach Hall 4800 | Berkeley | CA | 94720 | None | Help support music and art training and education | $500 |
| West Edge Opera | ||||||
| 1700 Shattuck Avenue | Berkeley | CA | 94709 | None | Help support music and art training and education | $250 |
| UC Berkeley Foundation | ||||||
| Bancroft Ave | Berkeley | CA | 94720 | None | Help support music and art training and education | $250 |
| Early Childhood Mental Health | ||||||
| 4101 Macdonald Avenue | Richmond | CA | 94805 | None | Help support music and art training and education | $4,100 |
| Students Rising Above | ||||||
| P O Box 29174 | San Francisco | CA | 94129 | None | Help support music and art training and education | $5,000 |
| The Crucible | ||||||
| 1260 7th Street | Oakland | CA | 94607 | None | Help support music and art training and education | $6,000 |
| YMCA of the Central Bay Area | ||||||
| 2111 Martin Luther King Jr Way | Berkeley | CA | 94704 | None | Help support music and art training and education | $2,000 |
| Read Aloud Volunter Program | ||||||
| 13831 San Pablo Ave Bldg 5 | San Pablo | CA | 94806 | None | Help support music and art training and education | $4,000 |
| Youth Radio | ||||||
| 1701 Boradway | Oakland | CA | 94612 | None | Help support music and art training and education | $2,000 |
| San Francisco Freinds of Chamber Mu | ||||||
| 135 Main Street 1140 | San Francisco | CA | 94105 | None | Help support music and art training and education | $2,000 |
| One World Children's Fund | ||||||
| 1016 Lincoln Boulevard | San Francisco | CA | 94129 | None | Help support music and art training and education | $2,000 |
| Rosenberg Fund For Children | ||||||
| 116 Pleasant Street 3498 | Easthampton | MA | 01027 | None | Help support music and art training and education | $2,000 |
| Compassion and Choices | ||||||
| P O Box 485 | Etna | NH | 03750 | None | Help support music and art training and education | $2,000 |
| Medcial Clown Project | ||||||
| 1138 Cola Ballena | Alameda | CA | 94501 | None | Help support music and art training and education | $2,000 |
| Berkeley Community Chorus | ||||||
| P O Box 310 | Bekeley | CA | 94701 | None | Help support music and art training and education | $2,000 |
| San Francisco Symphony | ||||||
| 201 Van Ness Ave | San Francisco | CA | 94102 | None | Help support music and art training and education | $500 |
| Berkeley Chamber Performances | ||||||
| 6166 Buena Vista | Oakland | CA | 94618 | None | Help support music and art training and education | $5,000 |
| Merola Opera Program | ||||||
| 601 Van Ness | San Francisco | CA | 94102 | None | Help support music and art training and education | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,501 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,353 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,482 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dividend Distributions | Desc |
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $696 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,854 | ExclusionAmt |
| Related Or Exempt Function Incm | $14,178 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,032 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Amounts reported in Column E represent the earnings from the cash accounts held by the Foundation and used to funds its charitable activities. |
| 4 | Amounts reported in Column E represent the earnings from the securities accounts held by the Foundation and used to funds its charitable activities. |
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) |
|---|---|---|
| Amt | $1,175 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Corporate Bonds #34454 | ||
| Corporate Bonds #593770 | $194,474 | $194,474 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities#0677 | ||
| Equities#035513 | $741,895 | $741,895 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Equities | FMV | ||
| Equities #593770 | FMV | $31,169 | $31,169 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Filing Fees | $45 |
| Investment Advisory Fees | $12,172 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dividend Distributions | Desc |
| Revenue And Expenses Per Books | $696 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $921 | Amt |
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