BETA

WEST DAVIS & BERGARD FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WEST DAVIS & BERGARD FOUNDATION (EIN 94-3255381)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-04-14
IRS object ID
201601059349100520
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-04-14T15:58:21-07:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Feeney McClaskey & Associates Blackline Partners LBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112 Crow Canyon Court Suite 100AddressLine1Txt
CitySan RamonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945831982ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943255381EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WEST DAVIS & BERGARD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone5105531100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 HEGENBERGER ROADAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94621ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARL A BERGARDPersonNm
Person TitlePresidentPersonTitleTxt
Signature2016-04-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPatrick F Feeney CPAPreparerPersonNm
PTINP00422441PTIN
Phone9253141891PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,920,769FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$125InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$125InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$125InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$7,814DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,814DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,814DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,418NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,418GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,418CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$3,418NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$211,357TotalRevAndExpnssAmt
Total Net Invst Incm$11,357TotalNetInvstIncmAmt
Total Adj Net Incm$11,357TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$7,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$881AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,619AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,300OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$388OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,912OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$250TaxesRevAndExpnssAmt
Taxes Net Invst Incm$29TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$221TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$13,568OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$1,594OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$11,974OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$38,534OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,528OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$34,006OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$63,152TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,420TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$55,732TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$63,152TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,420TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$55,732TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$148,205ExcessRevenueOverExpensesAmt
Net Investment Income$3,937NetInvestmentIncomeAmt
Adjusted Net Income$11,357AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$253,180SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$204,403SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$204,403SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,906,109CorporateStockBOYAmt
Corporate Stock EOY$2,167,586CorporateStockEOYAmt
Corporate Stock EOYFMV$2,076,366CorporateStockEOYFMVAmt
Other Investments BOY$853,995OtherInvestmentsBOYAmt
Other Investments EOY$640,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$640,000OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$15,451LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$15,451LandBldgEquipAccumDeprecAmt
Total Assets BOY$3,013,284TotalAssetsBOYAmt
Total Assets EOY$3,011,989TotalAssetsEOYAmt
Total Assets EOYFMV$2,920,769TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Additional Paid In Capital BOY$3,013,284AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$3,011,989AdditionalPaidInCapitalEOYAmt
Tot Net Ast Or Fund Balances BOY$3,013,284TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,011,989TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,013,284TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,011,989TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,013,284TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$148,205ExcessRevenueOverExpensesAmt
Subtotal$3,161,489SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,161,489TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$3,418CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$3,418NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$200,782AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,968,085NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.06765DistributionYr1Rt
Adjusted Qlfy Distri Yr2$180,410AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,549,474NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.07076DistributionYr2Rt
Adjusted Qlfy Distri Yr3$176,185AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,307,944NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.07634DistributionYr3Rt
Adjusted Qlfy Distri Yr4$153,177AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,210,809NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.06929DistributionYr4Rt
Adjusted Qlfy Distri Yr5$129,771AdjustedQlfyDistriYr5Amt
Total Distribution0.28404TotalDistributionRt
Average Distribution0.05681AverageDistributionRt
Net Vl Noncharitable Assets$2,876,958NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$163,431AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$39NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$163,470AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$55,732QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$79InvestmentIncomeExciseTaxAmt
Subtotal$79SubtotalAmt
Tax Based On Investment Income$79TaxBasedOnInvestmentIncomeAmt
Tax Due$79TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PATRICK FEENEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9253141891PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112 CROW CANYON COURT SUITE 100AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94583ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CARL A BERGARD
303 HEGENBERGER ROAD 305OAKLANDCA94621PRESIDENT2.00$0
ROBERT F WRIGHT
303 HEGENBERGER ROAD 305OAKLANDCA94621BOARD MEMBER2.00$0
ELEANOR M MANUAL
303 HEGENBERGER ROAD 305OAKLANDCA94621BOARD MEMBER2.00$0
JEANNE M RICHARDS
303 HEGENBERGER ROAD 305OAKLANDCA94621BOARD MEMBER2.00$0
PATRICK F FEENEY
12 CROW CANYON COURT 100SAN RAMONCA94583Treasurer2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,920,770FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,920,770TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,920,770AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$43,812CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,876,958NetVlNoncharitableAssetsAmt
Minimum Investment Return$143,848MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$143,848MinimumInvestmentReturnAmt
Tax Based On Investment Income$79TaxBasedOnInvestmentIncomeAmt
Total Tax$79TotalTaxAmt
Distributable Before Adj$143,769DistributableBeforeAdjAmt
Distributable Before Ded$143,769DistributableBeforeDedAmt
Distributable As Adjusted$143,769DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$55,732ExpensesAndContributionsAmt
Qualifying Distributions$55,732QualifyingDistributionsAmt
Adjusted Qualifying Distri$55,732AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$143,769DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$129,897ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$47,443ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$63,702ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$53,688ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$54,850ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$349,580TotalExcessDistributionCyovAmt
Qualifying Distributions$55,732QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$55,732AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$88,037ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$88,037ExcessDistributionCyovAppCYAmt
Total Corpus$261,543TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$41,860ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$219,683ExcessDistriCyovToNextYrAmt
Excess From Year4$47,443ExcessFromYear4Amt
Excess From Year3$63,702ExcessFromYear3Amt
Excess From Year2$53,688ExcessFromYear2Amt
Excess From Year1$54,850ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCARL A BERGARDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FRIENDSHIP HOUSE
56 JULIAN AVENUESAN FRANCISCOCA94103NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$4,000
ST MARYS CENTER
925 BROCKHURST STREETOAKLANDCA94608NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$4,000
JOYBELLS PROJECTCATHOLIC CHARITIES
433 JEFFERSON STREETOAKLANDCA94607NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$4,000
PROVIDENCE HOUSE
540 23RD STREETOAKLANDCA94612NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$4,000
MERCY BROWN BAG PROJECT
3431 FOOTHILL BLVDOAKLANDCA94601NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$4,000
YOUTH ALIVE
3300 ELM STREETOAKLANDCA94609NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$5,000
A FRIENDLY MANORPLACE
2298 SAN PABLO AVENUEOAKLANDCA94612NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$4,000
STUDENT TUTORIAL ENDEAVORS PROG
534 22ND STREETOAKLANDCA94720NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$7,500
FAMILY EMERGENCY SHELTER CO
21455 BIRCH ST 5HAYWARDCA94541NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$4,000
LEGAL ASSISTANCE FOR SENIORS
464 7TH STREETOAKLANDCA94607NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$7,500
OAKLAND ELIZABETH HOUSE
6423 COLBY STREETOAKLANDCA94618NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$5,000
PRESCOTT CIRCUS THEATRE
3864 BROWN AVENUEOAKLANDCA94619NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$5,000
STAGEBRIDGE
2501 HARRISON STREETOAKLANDCA94612NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$5,000
A SAFE PLACE
PO BOX 23006OAKLANDCA94607NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$4,000
SUNNY HILLS SERVICES
300 SUNNY HILLS DRIVESAN ANSELMOCA94960NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$5,000
Building Futures With Women and Chi
1395 Bancroft AveSan LeandroCA94577NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$5,500
FORWARDS LITERACY LAB
361 THIRD STREET SUITE GSAN RAFAELCA94901NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$7,500
PRESCOTT JOSEPH CENTER
920 PERALTA STREETOAKLANDCA94607NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$8,000
BOOST WEST OAKLAND
1700 MARKET STREETOAKLANDCA94607NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$7,000
BERKELEY FOOD HOUSING PROJECT
2363 BANCROFT WAY 2ND FLOORBERKELEYCA94704NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$7,000
FAMILY SUPPORT SERVICES OF THE BAY
401 GRAND AVE 500OAKLANDCA94610NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$5,000
STEPPING STONES GROWTH CENTER
311 MACARTHUR BOULEVARDSAN LEANDROCA94577NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$5,500
COURT APPOINTED SPECIAL ADVOCATES
1000 SAN LEANDRO BOULEVARDSAN LEANDROCA94577NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$7,500
SOUTH HAYWARD PARISH
27287 PATRICK AVEHAYWARDCA94544NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$6,000
SOCCER WITHOUT BORDERS
PO BOX 3443OAKLANDCA94609NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$6,000
ST MARTIN DE PORRES SCHOOL
675 41ST STREETOAKLANDCA94609NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$7,500
NEXT STEP LEARNING CENTER
2222 CURTIS STREETOAKLANDCA94607NONEASSISTANCE OTHER NON-PROFIT ORGANIZATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$149,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$125ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,814ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,418ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,357ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,357TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$7,500Amt
Net Investment Income$881NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$6,619DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$2,167,586EOYBookValueAmt
EOYFMV$2,076,366EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ANNUITIESAT COST$140,000$140,000
REITSAT COST$500,000$500,000

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemMiscellaneousCategoryOrItemTxt
Cost Or Other Basis$15,451CostOrOtherBasisAmt
Accumulated Depreciation$15,451AccumulatedDepreciationAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES$725$85$640
INSURANCE$2,149$253$1,896
MEALS$844$99$745
SCHWAB MANAGEMENT FEES$33,427$3,928$29,499
STAT.POST. FEES$139$16$123
TELEPHONE$1,250$147$1,103

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryLEGAL, CONSULTINGCategoryTxt
Amt$3,300Amt
Net Investment Income$388NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,912DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES, FEES, MISC.CategoryTxt
Amt$250Amt
Net Investment Income$29NetInvestmentIncomeAmt
Disbursements Charitable Prps$221DisbursementsCharitablePrpsAmt

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