EFRUSY FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EFRUSY FAMILY FOUNDATION (EIN 46-1252608)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201421359349102407
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T15:13:50-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | 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 | 461252608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Efrusy Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | EFRU | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | kevin efrusy | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
| 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 | $14,702,676 | 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 | $68,742 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,511 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,511 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,878,478 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,739,170 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,657,902 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,948,731 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,659,413 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $551 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $551 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $135,300 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $37,519 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $37,519 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $173,370 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $551 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,519 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,970 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,970 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $236,340 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $551 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,489 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,712,391 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,658,862 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,431,921 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,431,922 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,023 | AcctRcvblAmt |
| Acct Rcvbl EOY | $5,023 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,023 | AcctRcvblEOYFMVAmt |
| US Government Obligations EOY | $402,636 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $399,948 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,226,800 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,434,850 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,191,750 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $1,674,761 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,674,033 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,236,800 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,949,191 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,702,676 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,236,800 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,949,191 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,236,800 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,949,191 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,236,800 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,949,191 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,236,800 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,712,391 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,949,191 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,949,191 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $9,739,170 | GrossSalesPriceAmt |
| Cost Or Other Basis | $81,268 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,657,902 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,657,902 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,657,902 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,151,374 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.0 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.0 | TotalDistributionRt |
| Average Distribution | 0.0 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,411,059 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $96,589 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $96,589 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,489 | 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 | $96,589 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $96,589 | SubtotalAmt |
| Tax Based On Investment Income | $96,589 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $135,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $135,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $38,711 | OverpaymentAmt |
| Applied To ES Tax | $38,711 | AppliedToESTaxAmt |
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 |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Kevin Efrusy | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $0 |
| Molly Efrusy | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Sec | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,182,340 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,397,468 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,023 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,584,831 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,584,831 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $173,772 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,411,059 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $570,553 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $570,553 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $96,589 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $96,589 | TotalTaxAmt |
| Distributable Before Adj | $473,964 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $473,964 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $473,964 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,489 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $100,489 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $96,589 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $473,964 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,260 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Qualifying Distributions | $100,489 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,260 | AppliedToYear1Amt |
| Applied To Current Year | $64,229 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $409,735 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHARITIES AID FOUNDATION AMERICA | |||||||
| 1800 DIAGONAL RD STE 150 | ALEXANDRIA | VA | 22314 | N/A | PC | Kronendal Music Academy Program | $7,020 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 58147 | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $10,000 |
| IQRA FUND | |||||||
| 405 EL CAMINO REAL 201 | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $13,000 |
| JEWISH COMMUNITY FOUNDATION OF SAN DIEGO | |||||||
| 4950 MURPHY CANYON RD | SAN DIEGO | CA | 92123 | N/A | PC | in support of Herzlia S Africa | $1,500 |
| ORT AMERICA INC | |||||||
| 75 MAIDEN LN RM 10 | NEW YORK | NY | 10038 | N/A | PC | ORT South Africa Division | $500 |
| PALO ALTO PARTNERS IN EDUCATION | |||||||
| PO BOX 1557 | PALO ALTO | CA | 94302 | N/A | PC | General & Unrestricted | $10,000 |
| PHILANTHROPIC VENTURES FOUNDATION | |||||||
| 1222 PRESERVATION PARK WAY | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $5,000 |
| PURSUIT OF EXCELLENCE | |||||||
| 1795 HAMILTON AVE | PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $500 |
| STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS | |||||||
| 518 MEMORIAL WAY RM S239 | STANFORD | CA | 94305 | N/A | PC | Annual Fund | $15,000 |
| UNIVERSITY CLUB OF PALO ALTO SCHOLARSHIP FUND | |||||||
| 3277 MIRANDA AVE | PALO ALTO | CA | 94304 | N/A | PC | General & Unrestricted | $200 |
| UNIVERSITY OF CALIFORNIA BERKELEY SCHOOL OF PUBL | |||||||
| 140 EARL WARREN HALL | Berkeley | CA | 94720 | N/A | PC | School of Public Health Fund | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,970 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,511 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,878,478 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,879,989 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,879,989 | TotalIncomeProducingActyAmt |
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 |
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 | Efrusy Living Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Kevin Efrusy 243 Tennyson Aven | AddressLine1 |
| City | Palo Alto | City |
| State | CA | State |
| ZIP Code | 94301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $68,742 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | BRIGHTCOVE INC BCOV, 6174 sh. | $44,731 | 2013-05-02 |
| 1 | GOOGLE INC CL A GOOG, 30 sh. | $24,011 | 2013-02-20 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC GLBL NT - 0.800% - 12 | $349,643 | $349,115 |
| BP CAPITAL MARKETS PLC BOND - | $401,299 | $401,692 |
| GE CAP CORP EMTN - 1.250% - 11 | $350,200 | $348,796 |
| INCO LTD DEB - 5.700% - 10/15/ | $121,701 | $120,937 |
| THERMO FISHER SCIENTIFIC NT - | $102,782 | $102,268 |
| VODAFONE GROUP PLC - 0.900% - | $349,136 | $351,225 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FACEBOOK INC | StockNm |
| EOY Book Value | $2,434,850 | EOYBookValueAmt |
| EOYFMV | $5,191,750 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $402,636 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $399,948 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $26,644 | $26,644 |
| Administrative Set-Up Fee | $3,500 | $3,500 |
| Delaware Incorporation Fees | $500 | $500 |
| Foundation Dues & Memberships | $6,000 | $6,000 |
| IRS Application Fees | $850 | $850 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $551 | Amt |
| Net Investment Income | $551 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2013 | CategoryTxt |
| Amt | $135,300 | Amt |
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