CLAY FOUNDATION-WEST: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CLAY FOUNDATION-WEST (EIN 33-6339800)
- Tax period
- 2015-08-01 to 2016-07-31
- Filed
- 2016-09-08
- IRS object ID
- 201612529349100406
- 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 Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-08T10:07:14-07:00 | ReturnTs |
| Tax Period End | 2016-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeffrey M Dreyer CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 West Napa Street Suite A | AddressLine1Txt |
| City | Sonoma | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95476 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 336339800 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clay Foundation - West | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAY | BusinessNameControlTxt |
| Phone | 4158007344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 Taylor Street | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Buffington C Miller | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-09-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey M Dreyer | PreparerPersonNm |
| PTIN | P00039630 | PTIN |
| Phone | 7079382273 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,690,804 | 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 | $26 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,944 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,944 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,157 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,602,187 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,157 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $89,139 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $89,113 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $425 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $16,524 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $206 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $103 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $103 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,580 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $528 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $528 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $205,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $205,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $222,580 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $528 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $205,528 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$133,441 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,585 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $82,644 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $625,707 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $625,707 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,342,931 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,666,427 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,065,097 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,425,575 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,292,134 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,690,804 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,425,575 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,292,134 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,425,575 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,292,134 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,425,575 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,292,134 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,425,575 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$133,441 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,292,134 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,292,134 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| See List Attached | P | 2016-01-01 | 2016-07-31 | $81,764 | $69,181 | $12,583 | $12,583 |
| See List Attached | P | 2000-01-01 | 2016-07-31 | $2,520,423 | $2,495,849 | $24,574 | $24,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,157 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $12,583 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $178,442 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,920,834 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04551 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $139,584 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,363,444 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04150 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $114,158 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,724,004 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04191 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $129,586 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,408,585 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05380 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $108,317 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,410,574 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04493 | DistributionYr5Rt |
| Total Distribution | 0.227655 | TotalDistributionRt |
| Average Distribution | 0.045531 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,552,323 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $161,741 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $886 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $162,627 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $205,528 | 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 | $886 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $886 | SubtotalAmt |
| Tax Based On Investment Income | $886 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,530 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,530 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $6,644 | OverpaymentAmt |
| Applied To ES Tax | $888 | AppliedToESTaxAmt |
| Refund | $5,756 | RefundAmt |
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 | None | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Buffington Clay Miller | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4158007344 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 Taylor Street 205 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | 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 |
|---|---|---|---|---|---|---|
| Buffington Clay Miller | ||||||
| 1750 Taylor Street 205 | San Francisco | CA | 94133 | President | 1.00 | $0 |
| George A Miller | ||||||
| 1750 Taylor Street 205 | San Francisco | CA | 94133 | Secretary | 1.00 | $0 |
| Buckner W Clay | ||||||
| 1750 Taylor Street 205 | San Francisco | CA | 94133 | CFO | 1.00 | $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 | $3,506,404 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,015 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,606,419 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,606,419 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,096 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,552,323 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $177,616 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $177,616 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $886 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $886 | TotalTaxAmt |
| Distributable Before Adj | $176,730 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $176,730 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $176,730 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $205,528 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $205,528 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $886 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $204,642 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $176,730 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $142,336 | UndistributedIncomePYAmt |
| Qualifying Distributions | $205,528 | QualifyingDistributionsAmt |
| Applied To Year1 | $142,336 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,192 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $113,538 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Sonoma Community Center | |||||
| 276 East Napa Street | Sonoma | CA | 95476 | Unrestricted operating funds. | $5,000 |
| Brooks School | |||||
| 1160 Great Pond Road | North Andover | MA | 01845 | Unrestricted operating funds. | $15,000 |
| Boys Girls Clubs of Sonoma Valley | |||||
| PO Box 218 | El Verano | CA | 95433 | Unrestricted operating funds. | $7,500 |
| Sonoma Valley Mentoring Alliance | |||||
| PO Box 721 | Sonoma | CA | 95476 | Unrestricted operating funds. | $10,000 |
| La Luz Center | |||||
| 17560 Gregor Street | Sonoma | CA | 95476 | Unrestricted operating funds. | $30,000 |
| Marin Theatre Company | |||||
| 397 Miller Avenue | Mill Valley | CA | 94941 | Unrestricted operating funds. | $30,000 |
| Cinnabar Theater | |||||
| 3333 Petaluma Blvd No | Petaluma | CA | 94952 | Unrestricted operating funds. | $6,000 |
| Sixth Street Playhouse | |||||
| 52 West 6th Street | Santa Rosa | CA | 95401 | Unrestricted operating funds. | $4,000 |
| Sonoma Arts Live | |||||
| 19485 Sonoma Hwy Ste E | Sonoma | CA | 95476 | Unrestricted operating funds. | $5,000 |
| San Francisco LGBT Community Center | |||||
| 1800 Market Street | San Francisco | CA | 94102 | Unrestricted operating funds. | $10,000 |
| American Conservatory Theatre | |||||
| 30 Grant Avenue 7th Floor | San Francisco | CA | 94108 | Unrestricted operating funds. | $12,000 |
| Magic Theatre | |||||
| Fort Mason Center Bldg D 2nd Fl | San Francisco | CA | 94123 | Unrestricted operating funds. | $12,000 |
| Mission Science Workshop | |||||
| 3750 18th Street | San Francisco | CA | 94110 | Unrestricted operating funds. | $8,000 |
| San Francisco Playhouse | |||||
| 588 Sutter Street 318 | San Francisco | CA | 94102 | Unrestricted operating funds. | $12,000 |
| Reading Partners | |||||
| 180 Grand Avenue Suite 800 | Oakland | CA | 94612 | Unrestricted operating funds. | $6,000 |
| UCSF Foundation | |||||
| 1500 Owens Street Suite 360 | San Francisco | CA | 94158 | Unrestricted operating funds. | $10,000 |
| Jack London Park Partners | |||||
| 2400 London Ranch Road | Glen Ellen | CA | 95442 | Unrestricted operating funds. | $12,500 |
| Vintage House | |||||
| 264 First Street East | Sonoma | CA | 95476 | Unrestricted operating funds. | $3,000 |
| Valley of the Moon Music Festival | |||||
| PO Box 538 | Sonoma | CA | 95476 | Unrestricted operating funds. | $2,000 |
| Compass Family Services | |||||
| 49 Powell Street 3rd Floor | San Francisco | CA | 94102 | Unrestricted operating funds. | $2,500 |
| La Cocina | |||||
| 2948 Folsom Street | San Francisco | CA | 94100 | Unrestricted operating funds. | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $205,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,944 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,157 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $89,113 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $89,113 | 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 Preparation | CategoryTxt |
| Amt | $850 | Amt |
| Net Investment Income | $425 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $425 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Fund A - See Schedule | $631,960 | $731,595 |
| Fund B - See Schedule | $2,034,467 | $2,333,502 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Filing Fees | $180 | $90 | $90 |
| Postage | $26 | $13 | $13 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Tax | CategoryTxt |
| Amt | $16,524 | Amt |
Comments