BETA

THE CODEX FOUNDATION: Form 990EZ, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE CODEX FOUNDATION (EIN 11-3763607)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-04
IRS object ID
201523089349201217
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-04T16:51:48-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943105622PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARLOW & HUGHAN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11182 MARKET STREET SUITE 400AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941024922ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113763607EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CODEX FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCODEBusinessNameControlTxt
Phone5108490673PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12203 FOURTH STREETAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94710ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER RUTLEDGE KOCHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5108490673PhoneNum
Signature2015-11-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWADE C HUGHANPreparerPersonNm
PTINP00167223PTIN
Phone4155222490PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressWWW.CODEXFOUNDATION.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$137,118GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$20,558ContributionsGiftsGrantsEtcAmt
Program Service Revenue$71,170ProgramServiceRevenueAmt
Fundraising Gross Income$13,260FundraisingGrossIncomeAmt
Special Events Net Income Loss$13,260SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$28,785GrossSalesOfInventoryAmt
Cost Of Goods Sold$14,400CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$14,385GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$3,345OtherRevenueTotalAmt
Total Revenue$122,718TotalRevenueAmt
Salaries Other Comp Empl Bnft$92,430SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$6,650FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$250OccupancyRentUtltsAndMaintAmt
Other Expenses Total$17,875OtherExpensesTotalAmt
Total Expenses$117,205TotalExpensesAmt
Excess Or Deficit For Year$5,513ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$163,728NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$169,241NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$142,624BOYAmt
EOY$86,648EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$21,350BOYAmt
EOY$84,669EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$163,974BOYAmt
EOY$171,317EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$246BOYAmt
EOY$2,076EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$163,728BOYAmt
EOY$169,241EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE CODEX FOUNDATION EXISTS TO PRESERVE AND PROMOTE THE ART AND CRAFT OF THE BOOK. OUR MISSION IS EDUCATIONAL AND IN THE BROADEST POSSIBLE CONTEXT TO BRING TO PUBLIC RECOGNITION THE ARTISANSHIP AND THE RICH HISTORY OF THE BOOK IN CIVILIZATIONS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE CODEX FOUNDATION IS ORGANIZING BIENNIAL SYMPOSIUMS FOCUSED ON THE ART OF HAND PRINTED BOOKS. THE SYMPOSIUM PROVIDES AN OPPORTUNITY TO DISCUSS AND EXAMINE THE BEST AND MOST CURRENT WORK OF INTERNATIONAL GROUP OF BOOK ARTISTS. IT FEATURES PROMINENT SPEAKERS AND EDUCATORS.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$0ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER RUTLEDGE KOCH
PRESIDENT20.00$36,000$0$0
ROBERTO G TRUJILLO
VICE PRESIDENT/TREASURER2.00$0$0$0
SUSAN K FILTER
SECRETARY10.00$24,000$0$0
CAROLEE CAMPBELL
BOARD MEMBER0.00$0$0$0
DUKE COLLIER
BOARD MEMBER0.00$0$0$0
VICKI VON ARX
MANAGING DIRECTOR20.00$30,000$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBIYes (1)OrganizationHadUBIInd
Organization Filed990 TYes (1)OrganizationFiled990TInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAN BAUMANBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12203 4TH STREETAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94710ZIPCd
FieldValueIRS element (for citing)
Phone9258582053PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$131,495CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,707CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$41,903CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$173,660CurrentTaxYearMinus1YearAmt
Current Tax Year$33,818CurrentTaxYearAmt
Total$440,583TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$131,495CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,707CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$41,903CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$173,660CurrentTaxYearMinus1YearAmt
Current Tax Year$33,818CurrentTaxYearAmt
Total$440,583TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$440,583PublicSupportTotal170Amt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$3,345CurrentTaxYearAmt
Total$3,345TotalAmt
FieldValueIRS element (for citing)
Total Support$443,928TotalSupportAmt
Gross Receipts Rltd Activities$302,969GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99250PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support PY5090.80870PublicSupportPY509Pct

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORYINCOME: GROSS RECEIPTS: 28,785. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 14,400. GROSS PROFIT: 14,385. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 21,350. MERCHANDISE PURCHASED: 11,000. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 17,950. COST OF GOODS SOLD: 14,400.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: SALE OF ADVERTISING IN SYMPOSIUM DIRECTORY. AMOUNT: 3,345.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: PRINTING, POSTAGE, AND DELIVERY. AMOUNT: 4,834. DESCRIPTION: BANK FEES AND RELATED CHARGES. AMOUNT: 1,184. DESCRIPTION: MARKETING. AMOUNT: 6,588. DESCRIPTION: SUPPLIES AND OTHER MISCELLANEOUS REIMBURSED EXPENSES. AMOUNT: 734. DESCRIPTION: TAXES AND FILING FEES. AMOUNT: 125. DESCRIPTION: TRAVEL. AMOUNT: 4,410. TOTAL TO FORM 990-EZ, LINE 16: 17,875.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: ACOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 66,719. DESCRIPTION: INVENTORY OF PUBLICATIONS ON FINE PRINTING. BEG. OF YEAR AMOUNT: 21,350. END OF YEAR AMOUNT: 17,950.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,000. DESCRIPTION: ACCRUED SALES TAX. BEG. OF YEAR AMOUNT: 246. END OF YEAR AMOUNT: 76.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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