BERNARD E & ALBA WITKIN CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BERNARD E & ALBA WITKIN CHARITABLE FOUNDATION (EIN 73-1661679)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-11
- IRS object ID
- 201501629349100000
- Schema version
- 2014v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-11T03:08:02-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941267995 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DZH PHILLIPS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 9TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941051815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731661679 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD E & ALBA WITKIN CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERN | BusinessNameControlTxt |
| Phone | 5108453416 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7190 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBA WITKIN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5108453416 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE F FERRY | PreparerPersonNm |
| PTIN | P01413405 | PTIN |
| Phone | 4157812500 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,247 | 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 | $400,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $400,012 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,125 | AccountingFeesChrtblPrpsAmt |
| Trav Conf Meeting Rev And Expnss | $298 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $298 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,722 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,712 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,270 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,135 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $369,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $369,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $375,270 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $373,135 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,742 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $505 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,247 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,247 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $505 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,247 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,247 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $505 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,247 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $505 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,247 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $505 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,247 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $505 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,742 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $25,247 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,247 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $400,215 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $64,403 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 6.214229 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $401,416 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $55,118 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 7.282848 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $398,052 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $55,854 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 7.126652 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $390,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $49,636 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 7.867274 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $389,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,357 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 15.970768 | DistributionYr5Rt |
| Total Distribution | 44.461771 | TotalDistributionRt |
| Average Distribution | 8.892354 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $73,444 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $653,090 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $653,090 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $373,135 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEN KUCHMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5108453416 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7190 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAURENCE E LANGE | ||||||||
| 33 NEW MONTGOMERY STREET SUITE 1530 | SAN FRANCISCO | CA | 94105 | TREASURER | 0.10 | $0 | $0 | $0 |
| KENNETH KUCHMAN | ||||||||
| 396 NORTH ALMENAR DRIVE | GREENBRAE | CA | 94904 | DIRECTOR | 20.00 | $0 | $0 | $0 |
| SUE SUPPLE | ||||||||
| 4810 ALTURAS WAY | SACRAMENTO | CA | 95822 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| LISA KARPLUS | ||||||||
| 2424 NE 11TH AVENUE | PORTLAND | OR | 97212 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| JUSTICE LAWRENCE O'NEILL | ||||||||
| 2555 W BLUFF UNIT 165 | FRESNO | CA | 93711 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,562 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,562 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $74,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,444 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,672 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,672 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $3,672 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,672 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,672 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $373,135 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $373,135 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $373,135 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,672 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $387,782 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $388,019 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $395,259 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $398,660 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $396,995 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,966,715 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $373,135 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,672 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $369,463 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,336,178 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $387,782 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,948,396 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $388,019 | ExcessFromYear4Amt |
| Excess From Year3 | $395,259 | ExcessFromYear3Amt |
| Excess From Year2 | $398,660 | ExcessFromYear2Amt |
| Excess From Year1 | $396,995 | ExcessFromYear1Amt |
| Excess From Current Year | $369,463 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALAMEDA COUNTY COMMUNITY FOOD BANK | ||||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | NONE | PC | CHILDREN'S BACKPACK FOOD DISTRIBUTION PROGRAM | $10,000 | |
| ALICE LLOYD COLLEGE | ||||||||
| 100 PURPOSE RD | PIPPA PASSES | KY | 41844 | NONE | PC | WORK COLLEGE PROGRAM | $1,000 | |
| ANN MARTIN CENTER | ||||||||
| 1375 55TH ST | EMERYVILLE | CA | 94608 | NONE | PC | MENTAL HEALTH THERAPEUTIC PROGRAMS FOR CHILDREN | $10,000 | |
| ARIEL OUTREACH MISSION | ||||||||
| PO BOX 5035 | OAKLAND | CA | 94605 | NONE | PC | TINY TOTS PROGRAM IN EAST OAKLAND | $5,000 | |
| BAY AREA LEGAL AID | ||||||||
| 1735 TELEGRAPH AVE | OAKLAND | CA | 94612 | NONE | PC | AB 12 OUTREACH PROGRAM FOR OLDER FOSTER YOUTH | $10,000 | |
| BERKELEY PUBLIC SCHOOLS FUND | ||||||||
| PO BOX 2066 | BERKELEY | CA | 94702 | NONE | PC | BUSD PUBLIC SCHOOL ENRICHMENT | $10,000 | |
| BOOST WEST OAKLAND (LAFAYETTE ELEMENTARY SCHOOL) | ||||||||
| 1700 MARKET STREET | OAKLAND | CA | 94607 | NONE | PC | MENTORING AND TUTORING PROGRAM | $5,000 | |
| CHILDREN'S HOSPITAL | ||||||||
| 747 52ND STREET | OAKLAND | CA | 94609 | NONE | PC | FUSSY BABY WELLNESS PROGRAM FOR INFANTS | $10,000 | |
| CIVICORPS SCHOOLS | ||||||||
| 101 MYRTLE STREET | OAKLAND | CA | 94607 | NONE | PC | CIVICORP HIGH SCHOOL | $10,000 | |
| COMMUNITY INITIATIVES | ||||||||
| 354 PINE STREET SUITE 700 | SAN FRANCISCO | CA | 94104 | NONE | PC | FISCAL SPONSOR FOR EARLY CHILDHOOD FUNDERS ORGANIZATION | $1,000 | |
| CONTRA COSTA YOUTH COUNCIL | ||||||||
| 3222 LOS PALOS CIRCLE | LAFAYETTE | CA | 94549 | NONE | PC | FISCAL SPONSOR FOR READ TO LIVE PROGRAM AT ORIN ALLEN CORRECTIONAL FACILITY | $7,500 | |
| COURT APPOINTED SPECIAL ADOVACATES - CC CO (CASA) | ||||||||
| 2020 NORTH BROADWAY SUITE 204 | WALNUT CREEK | CA | 94596 | NONE | PC | CONTRA COSTA COUNTY CASA | $15,000 | |
| EAST BAY AGENCY FOR CHILDREN | ||||||||
| 303 VAN BUREN AVENUE | OAKLAND | CA | 94610 | NONE | PC | CHILDREN'S THERAPEUTIC NURSERY SCHOOL | $10,000 | |
| FAMILY PATHS | ||||||||
| 1727 MLK JR WAY 109 | OAKLAND | CA | 94612 | NONE | PC | FAMILY SUPPORT SERVICES | $7,500 | |
| FAMILY SUPPORT SERVICES OF THE BAY AREA | ||||||||
| 401 GRAND AVENUE SUITE 500 | SAN FRANCISCO | CA | 94610 | NONE | PC | OREMI MENTORING PROGRAM | $10,000 | |
| FRED FINCH YOUTH CENTER | ||||||||
| 3800 COOLIDGE AVENUE | OAKLAND | CA | 94602 | NONE | PC | TURNING POINT HOUSE FOR FOSTER YOUTH | $10,000 | |
| GIRLS INC | ||||||||
| 510 16TH STREET | OAKLAND | CA | 94618 | NONE | PC | GIRLSTART LITERACY PROGRAM | $15,000 | |
| GIRLVENTURES | ||||||||
| 3543 18TH STREET 18 | SAN FRANCISCO | CA | 94110 | NONE | PC | ACTIVITY PROGRAMS FOR EAST BAY GIRLS | $2,500 | |
| KALA INSTITUTE | ||||||||
| 1060 HEINZ AVENUE | BERKELEY | CA | 94710 | NONE | PC | ARTISTS IN THE SCHOOLS PROGRAM | $7,500 | |
| LA CLINICA | ||||||||
| PO BOX 22210 | OAKLAND | CA | 94623 | NONE | PC | HAWTHORNE MEDICAL CLINIC FOR CHILDREN | $20,000 | |
| LAW CENTER TO PREVENT GUN VIOLENCE | ||||||||
| 268 BUSH STREET | SAN FRANCISCO | CA | 94104 | NONE | PC | ORGANIZATION TO REDUCE THREAT OF GUN VIOLENCE | $10,000 | |
| MOSAIC PROJECT | ||||||||
| 580 GRAND AVE SUITE 303 | OAKLAND | CA | 94610 | NONE | PC | CONFLICT RESOLUTION AND RESTORATIVE JUSTICE PROGRAMS | $5,000 | |
| NEXT STEP LEARNING | ||||||||
| 2222 CURTIS ST | OAKLAND | CA | 94607 | NONE | PC | GED AND TUTORING PROGRAMS | $10,000 | |
| NIA HOUSE | ||||||||
| 2234 9TH ST | BERKELEY | CA | 94710 | NONE | PC | CHILDREN'S EARLY LEARNING PROGRAM | $5,000 | |
| OAKLAND LEAF | ||||||||
| 7700 EDGEWATER DRIVE SUITE 818 | OAKLAND | CA | 94621 | NONE | PC | QUALITY AFTERSCHOOL PROGRAMS IN OUSD | $10,000 | |
| OAKLAND YOUTH CHORUS | ||||||||
| 685 14TH STREET | OAKLAND | CA | 94612 | NONE | PC | OAKLAND CHILDREN'S CHORAL PROGRAM | $1,000 | |
| PEGASUS PROJECT (PEGASUS VOYAGES) | ||||||||
| 1554 SONOMA AVENUE | ALBANY | CA | 94706 | NONE | PC | SAILING PROGRAM FOR DISADVANTAGED YOUTH | $7,500 | |
| PLOUGHSHARES FUND | ||||||||
| 1808 WEDEMEYER STREET SUITE 200 | SAN FRANCISCO | CA | 94129 | NONE | PC | ORGANIZATION TO REDUCE THREAT OF NUCLEAR WAR | $10,000 | |
| PROJECT AVARY | ||||||||
| 385 BEL MARIN KEYS BOULEVARD SUITE | NOVATO | CA | 94949 | NONE | PC | SUPPORT FOR YOUTH WITH INCARCERATED PARENT(S) | $5,000 | G |
| RAISING A READER | ||||||||
| 470 THIRD STREET SUITE 102 | SAN FRANCISCO | CA | 94107 | NONE | PC | PRE-SCHOOL LITERACY PROGRAM | $8,000 | |
| READ ALOUD VOLUNTEER PROGRAM | ||||||||
| 5 ALVARADO SQUARE | SAN PABLO | CA | 94806 | NONE | PC | READING PROGRAM IN ELEMENTARY SCHOOLS | $6,000 | |
| SENECA FAMILY OF AGENCIES | ||||||||
| 6925 CHABOT ROAD | OAKLAND | CA | 94618 | NONE | PC | BUILDING BLOCKS THERAPEUTIC NURSERY SCHOOL | $10,000 | |
| STEP ONE SCHOOL | ||||||||
| 499 SPRUCE ST | BERKELEY | CA | 94708 | NONE | PC | CHILDREN'S EARLY LEARNING PROGRAM | $3,500 | |
| STAND FOR FAMILIES | ||||||||
| 1410 DANZIG PLAZA | CONCORD | CA | 94520 | NONE | PC | EMERGENCY SHELTER AND FAMILY SUPPORT SERVICES | $10,000 | |
| SUPPORT OPPORTUNITITES AND RAPPORT (SOAR) | ||||||||
| PO BOX 1291 | BERKELEY | CA | 94701 | NONE | PC | ENRICHMENT PROGRAMS FOR FOSTER YOUTH | $15,000 | |
| THE DELTA LEARNING CENTER | ||||||||
| 275 WEST TREGALLIS ROAD | ANTIOCH | CA | 94509 | NONE | PC | TUTORING PROGRAM FOR CHILDREN | $5,000 | |
| THE JUSTICE & DIVERSITY CENTER OF THE BAR ASSOCIATION OF SAN FRANCISCO | ||||||||
| 301 BATTERY STREET FLOOR 3 | SAN FRANCISCO | CA | 94111 | NONE | PC | SF BAR'S PRO BONO LEGAL SERVICES PROGRAM | $5,000 | |
| SAN FRANCISCO COURT APPOINTED SPECIAL ADVOCATES (CASA) | ||||||||
| 2535 MISSION STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | SF CASA | $5,000 | |
| TWIN VALLEY LEARNING CENTER | ||||||||
| 1304 CONCANNON BLVD | LIVERMORE | CA | 94550 | NONE | PC | TUTORING PROGRAM FOR CHILDREN | $1,000 | |
| VOLUNTEERING FOR OAKLAND | ||||||||
| PO BOX 24708 | OAKLAND | CA | 94623 | NONE | PC | THIRD GRADE DICTIONARY DISTRIBUTION IN OUSD | $2,500 | |
| WEST COAST CHILDREN'S CLINIC | ||||||||
| 3301 E 12TH STREET SUITE 259 | OAKLAND | CA | 94601 | NONE | PC | MENTAL HEALTH AND CSEC PROGRAM SUPPORT | $35,000 | |
| YEAR UP INC | ||||||||
| 210 SPEAR STREET | SAN FRANCISCO | CA | 94105 | NONE | PC | ENRICHMENT PROGRAMS POST HIGH SCHOOL | $10,000 | |
| YMCA OF THE EAST BAY | ||||||||
| 2330 BROADWAY | OAKLAND | CA | 94612 | NONE | PC | FISCAL SPONSOR FOR MINDFUL YOUTH PROJECT IN RICHMOND | $7,500 | |
| YOUTH ALIVE | ||||||||
| 3300 ELM STREET | OAKLAND | CA | 94609 | NONE | PC | PEACE AND NON-VIOLENCE EDUCATION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $369,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ALBA WITKIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2740 SHASTA ROAD | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,250 | Amt |
| Net Investment Income | $2,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,125 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,562 | $0 | $1,562 |
| DUES, SUBSCRIPTIONS, LIBRARY | $75 | $0 | $75 |
| FTB FEE | $10 | $0 | $0 |
| RRF-1 FEE | $75 | $0 | $75 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBA WITKIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2740 SHASTA ROAD | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94708 | ZIPCd |
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