BETA

THE@KT FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE@KT FOUNDATION (EIN 94-3354182)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-05
IRS object ID
202513099349102006
Schema version
2024v5.2
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)
Return2025-11-05T10:45:18-08:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN371420474PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Fontanello Duffield & Otake LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 Pine Street Suite 1750AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943354182EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KT FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKTFOBusinessNameControlTxt
Phone5108414123PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1127 University AvenueAddressLine1Txt
CityBerkeleyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94710ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMark TsujimotoPersonNm
Person TitlePresidentPersonTitleTxt
Signature2025-11-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonErik SatowPreparerPersonNm
PTINP01410341PTIN
Phone4159830200PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,931,304FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,030,436ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$180,992DividendsRevAndExpnssAmt
Dividends Net Invst Incm$180,992DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$69,850NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,146,038GrossSalesPriceAmt
Total Rev And Expnss$2,141,578TotalRevAndExpnssAmt
Total Net Invst Incm$180,992TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$48,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$4,800CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$43,200CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$3,819PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$382PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$3,437PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,343AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,343AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$118,184OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$55,586OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$62,598OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,107TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$1,894TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$1,894TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,685OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$3,685OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$178,032TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$60,768TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$116,157TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$910,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$910,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,088,032TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$60,768TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,026,157TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,053,546ExcessRevenueOverExpensesAmt
Net Investment Income$120,224NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$121,287CashBOYAmt
Cash EOY$212,886CashEOYAmt
Cash EOYFMV$212,886CashEOYFMVAmt
Sav And Temp Cash Invst BOY$33,211SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$215,218SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$215,218SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$1,574PrepaidExpensesBOYAmt
Prepaid Expenses EOY$276PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$276PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$970,260USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,138,079USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,138,079USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$1,856,425CorporateBondsBOYAmt
Corporate Bonds EOY$1,759,222CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,759,222CorporateBondsEOYFMVAmt
Other Investments BOY$3,262,519OtherInvestmentsBOYAmt
Other Investments EOY$3,605,623OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,605,623OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,245,276TotalAssetsBOYAmt
Total Assets EOY$7,931,304TotalAssetsEOYAmt
Total Assets EOYFMV$7,931,304TotalAssetsEOYFMVAmt
Accounts Payable EOY$7,654AccountsPayableEOYAmt
Total Liabilities EOY$7,654TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,245,276NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$7,923,650NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,245,276TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,923,650TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,245,276TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,931,304TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,245,276TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,053,546ExcessRevenueOverExpensesAmt
Other Increases$624,828OtherIncreasesAmt
Subtotal$7,923,650SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,923,650TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySales of Publiclty Traded SecuritiesPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2000-01-01AcquiredDt
Sold2024-12-31SoldDt
Gross Sales Price$4,146,038GrossSalesPriceAmt
Cost Or Other Basis$4,215,888CostOrOtherBasisAmt
Gain Or Loss-$69,850GainOrLossAmt
Gains Minus Excess Or Losses-$69,850GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$69,850CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,671InvestmentIncomeExciseTaxAmt
Subtotal$1,671SubtotalAmt
Tax Based On Investment Income$1,671TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$1,200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$62EsPenaltyAmt
Tax Due$533TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
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 ContributorsYes (true)NewSubstantialContributorsInd
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 Line1Third PlateauBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5108414123PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1127 University AvenueAddressLine1Txt
CityBerkeleyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94710ZIPCd
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 PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Mark Tsujimoto
127 University AvenueBerkeleyCA94710President17.00$48,000
Iris Ng
127 University AvenueBerkeleyCA94710Treasurer1.00$0
Franklin Tsao
127 University AvenueBerkeleyCA94710Secretary1.00$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$6,255,901AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$294,492AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,550,393TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$6,550,393AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$98,256CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,452,137NetVlNoncharitableAssetsAmt
Minimum Investment Return$322,607MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$322,607MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,671TaxBasedOnInvestmentIncomeAmt
Total Tax$1,671TotalTaxAmt
Distributable Before Adj$320,936DistributableBeforeAdjAmt
Distributable Before Ded$320,936DistributableBeforeDedAmt
Distributable As Adjusted$320,936DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,026,157ExpensesAndContributionsAmt
Qualifying Distributions$1,026,157QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$320,936DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$812,253ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$653,482ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,412,005ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,191,602ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$10,069,342TotalExcessDistributionCyovAmt
Qualifying Distributions$1,026,157QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$320,936AppliedToCurrentYearAmt
Remaining Distri From Corpus$705,221RemainingDistriFromCorpusAmt
Total Corpus$10,774,563TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$812,253ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,962,310ExcessDistriCyovToNextYrAmt
Excess From Year4$653,482ExcessFromYear4Amt
Excess From Year3$6,412,005ExcessFromYear3Amt
Excess From Year2$2,191,602ExcessFromYear2Amt
Excess From Current Year$705,221ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Japanese Cultural Community Ctr
1840 Sutter StSan FranciscoCA94115N/APCJCCCNC Kase Internship Grant$30,000
Muttville
255 Alabama StSan FranciscoCA94103N/APCDog Tag Wall for Peka$5,000
Cornell University
616 Thurston AvenueIthacaNY14853N/APCPerspectives in Global Dev Seminar Series Fund$100,000
National Japanese American Historic
1684 Post StSan FranciscoCA94115N/APCKase-Tsujimoto Cultural Heritage Initiative$150,000
Kimochi Inc
1715 Buchanan StreetSan FranciscoCA94115N/APCPurchase of Paratransit Van$75,000
Fuller Theological Seminary
135 N Oakland AvePasadenaCA91182N/APCAsian American Mental Health Initiatives$100,000
J-Sei
1285 66th StEmeryvilleCA94608N/APCRoof Replacement Project$100,000
Cornell University
616 Thruston AvenueIthacaNY14853N/APCScholarship Fund$100,000
Cornell University
616 Thruston AvenueIthacaNY14853N/APCLab of Ornithology$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$910,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$180,992ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$69,850ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$111,142ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$111,142TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Estate of Grace Kase
1127 University AvenueBerkeleyCA94710$1,030,436Yes (X)
Harry Tsujimoto Bypass Trust
2127 University AvenueBerkeleyCA94710$1,000,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$1,343Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,343DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Accrued Interest$20,667$20,667
Schlumpberger Finance Canada$24,436$24,436
Allstate Corp$38,549$38,549
Bank of America Corp Fxd$38,349$38,349
Broadcom Corp$29,534$29,534
Crown Castle Intl$39,020$39,020
Goldman Sachs Group$34,827$34,827
Caterpillar Finl Svcs$21,536$21,536
Chubb Ina Holdings$34,888$34,888
Starbucks Corp$23,148$23,148
American Express$43,263$43,263
Brandywineglobal High$299,129$299,129
Detroit Mich Downtown$83,166$83,166
Equinix Inc$29,911$29,911
Freddie Mac$19,874$19,874
Government National$429,511$429,511
Nasdaq Inc$40,373$40,373
Nuveen Core Impact$432,777$432,777
Oracle Corp$36,150$36,150
Sempra Energy$40,114$40,114

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,026,326USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,026,326USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$111,753StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$111,753StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ishares TR ESG Aware MSCI FE, 655 ShFMV$200,640$200,640
ishares TR MSCI ACWI Low Carbon, 1,050ShFMV$203,269$203,269
ishares INC ESG MSCI EM, 1,570 ShFMV$119,540$119,540
ishare TR MSCI KLD 400 Social, 26,315 ShFMV$2,901,229$2,901,229
Champlain Small Company Fund, 7,574 ShFMV$180,945$180,945

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Dues & Subscriptions$240$240
Filing Fees$95$95
Insurance$1,630$1,630
Software$1,358$1,358
Web & Domain Expenses$362$362

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Development Consultant Fees$30,500$0$0$30,500
Foundation Management$32,098$0$0$32,098
Investment Management$55,586$55,586$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
Estate of Grace Kase
127 University AvenueBerkeleyCA94710
Harry Tsujimoto Bypass Trust
127 University AvenueBerkeleyCA94710

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise TaxCategoryTxt
Amt$1,107Amt

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