THE BINKLEY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: THE BINKLEY FOUNDATION (EIN 68-0233907)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-07-11
IRS object ID: 201411929349100311
Schema version: 2013v3.1
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
Compensation Explanation

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-07-11T18:11:39-05:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	943412153	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	COMPLETE FINANCIAL	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1851 DIVISADERO ST	AddressLine1
City	SAN FRANCISCO	City
State	CA	State
ZIP Code	94115	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	680233907	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE BINKLEY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	BINK	BusinessNameControlTxt
Phone	9256390835	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	59 MARTHA ROAD	AddressLine1
City	ORINDA	City
State	CA	State
ZIP Code	945633558	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CHARLES MITCHELL	PersonNm
Person Title	TREASURER AND CFO	PersonTitleTxt
Phone	9256390835	PhoneNum
Signature	2014-06-19	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JAMES CARDINALE EA	PreparerPersonNm
PTIN	P00286891	PTIN
Phone	4152028555	PhoneNum
Preparation	2014-07-11	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$345,753	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Net Invst Incm	$1	InterestOnSavNetInvstIncmAmt
Dividends Net Invst Incm	$6,207	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$10,144	NetGainSaleAstRevAndExpnssAmt
Total Rev And Expnss	$10,144	TotalRevAndExpnssAmt
Total Net Invst Incm	$6,208	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$650	AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$650	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$10,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$10,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$10,650	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$10,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$506	ExcessRevenueOverExpensesAmt
Net Investment Income	$6,208	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash EOY	$3,378	CashEOYAmt
Cash EOYFMV	$3,378	CashEOYFMVAmt
Corporate Stock EOY	$342,375	CorporateStockEOYAmt
Corporate Stock EOYFMV	$342,375	CorporateStockEOYFMVAmt
Total Assets EOY	$345,753	TotalAssetsEOYAmt
Total Assets EOYFMV	$345,753	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Temporarily Restricted EOY	$345,753	TemporarilyRestrictedEOYAmt
Tot Net Ast Or Fund Balances EOY	$345,753	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$0	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$345,753	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Excess Revenue Over Expenses	$345,753	ExcessRevenueOverExpensesAmt
Subtotal	$345,753	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$345,753	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
CHARLES SCHWAB	P	2013-01-01	2013-12-31	$40,938	$39,931
CHARLES SCHWAB	P	2012-12-30	2013-12-31	$85,580	$76,443

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Adj Nonchrtbl Net Invst Incm Pct	$0	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$10,000	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	$62	InvestmentIncomeExciseTaxAmt
Subtotal	$62	SubtotalAmt
Tax Based On Investment Income	$62	TaxBasedOnInvestmentIncomeAmt
Tax Due	$62	TaxDueAmt

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
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	CHASCHUK@COMCAST.NET	WebsiteAddressTxt
Individual With Books	CHARLES MITCHELL	IndividualWithBooksNm
Phone	9256390835	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	59 MARTHA ROAD	AddressLine1
City	ORINDA	City
State	CA	State
ZIP Code	945633558	ZIPCode

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
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	CHARLES MITCHELL	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	59 MARTHA RD	AddressLine1
City	ORINDA	City
State	CA	State
ZIP Code	945633558	ZIPCode

Field	Value	IRS element (for citing)
Title	TREASURER CF	TitleTxt
Average Hrs Per Wk Devoted To Pos	10.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Expenses1	$5,000	Expenses1Amt
Expenses2	$5,000	Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Tax Based On Investment Income	$62	TaxBasedOnInvestmentIncomeAmt
Total Tax	$62	TotalTaxAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$10,000	ExpensesAndContributionsAmt
Qualifying Distributions	$10,000	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$10,000	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Qualifying Distributions	$10,000	QualifyingDistributionsAmt
Remaining Distri From Corpus	$10,000	RemainingDistriFromCorpusAmt
Total Corpus	$10,000	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$10,000	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$10,000	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
UNIVIERSITY OF CALIFORNIA BERKELEY
336 SPROUL HALL	BERKELEY	CA	94720	CHARITABLE	$5,000
VASCULAR CURES
555 PRICE AVE SUITE 180	REDWOOD CITY	CA	94063	CHARITABLE	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$10,000	TotalGrantOrContriPdDurYrAmt

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

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

Field	Value	IRS element (for citing)
Person	CHARLES MITCHELL	PersonNm

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