KARL AND ALICE RUPPENTHAL FOUNDATION FOR THE ARTS: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KARL AND ALICE RUPPENTHAL FOUNDATION FOR THE ARTS (EIN 68-0290059)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-30
- IRS object ID
- 201421819349100452
- Schema version
- 2013v3.0
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-30T18:23:13-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222131009 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTHSTEIN KASS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 MONTGOMERY STREET 22ND FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94104 | 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 | 680290059 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KARL AND ALICE RUPPENTHAL FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | FOR THE ARTS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KARL | BusinessNameControlTxt |
| Phone | 5105273883 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 EUCLID AVENUE | AddressLine1 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 947081306 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARL RUPPENTHAL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5105273883 | PhoneNum |
| Signature | 2014-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDER I STADTLER | PreparerPersonNm |
| PTIN | P00195939 | PTIN |
| Phone | 4157886666 | 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 | $1,141,169 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $369 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $369 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $369 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,833 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,833 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,833 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,304 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $162,394 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,304 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,506 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,506 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,202 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,136 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,136 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,921 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,136 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $255,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $255,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $270,921 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,136 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $255,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$266,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $370 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,202 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,486 | CashBOYAmt |
| Cash EOY | $136,648 | CashEOYAmt |
| Cash EOYFMV | $136,648 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,911 | SavAndTempCashInvstBOYAmt |
| US Government Obligations BOY | $105,804 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $729,051 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $729,051 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $205,315 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $273,533 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $275,470 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $329,516 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,139,232 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,141,169 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $418,532 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,494,663 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$89,016 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$355,431 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $329,516 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,139,232 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $329,516 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,139,232 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $329,516 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$266,415 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,076,131 | OtherIncreasesAmt |
| Subtotal | $1,139,232 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,139,232 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMGEN 85 SH. | P | 2013-08-23 | 2013-08-29 | $9,340 | $8,973 | $367 | $367 |
| ATWOOD OCEANICS 49 SH. | P | 2013-08-23 | 2013-11-21 | $2,698 | $2,823 | -$125 | -$125 |
| BANCO BRADESCO 855 SH. | P | 2013-08-23 | 2013-11-21 | $11,499 | $10,249 | $1,250 | $1,250 |
| BAXTER 237 SH. | P | 2013-08-23 | 2013-11-21 | $16,430 | $17,047 | -$617 | -$617 |
| BT GROUP ADR 96 SH. | P | 2013-08-23 | 2013-08-29 | $4,902 | $4,963 | -$61 | -$61 |
| CISCO 356 SH. | P | 2013-08-23 | 2013-10-25 | $7,972 | $8,532 | -$560 | -$560 |
| CITI 220 SH. | P | 2013-08-23 | 2013-11-21 | $10,875 | $10,942 | -$67 | -$67 |
| EMC CORP 146 SH. | P | 2013-08-23 | 2013-08-29 | $3,778 | $3,839 | -$61 | -$61 |
| EBAY 151 SH. | P | 2013-08-23 | 2013-08-23 | $7,621 | $7,791 | -$170 | -$170 |
| EOG 10 SH. | P | 2013-08-23 | 2013-10-14 | $1,804 | $1,565 | $239 | $239 |
| INTEL 156 SH. | P | 2013-08-23 | 2013-08-29 | $3,454 | $3,494 | -$40 | -$40 |
| IBM 52 SH. | P | 2013-08-23 | 2013-11-21 | $9,558 | $9,627 | -$69 | -$69 |
| ITC 51 SH. | P | 2013-08-23 | 2013-11-21 | $4,678 | $4,552 | $126 | $126 |
| JARDEN 65 SH. | P | 2013-08-23 | 2013-08-29 | $2,839 | $2,922 | -$83 | -$83 |
| JP MORGAN 116 SH | P | 2013-08-23 | 2013-11-21 | $6,644 | $6,065 | $579 | $579 |
| MIDDLEBY CORP 23 SH. | P | 2013-08-23 | 2013-11-21 | $5,122 | $4,379 | $743 | $743 |
| MINERALS TECH 59 SH. | P | 2013-08-23 | 2013-08-29 | $2,656 | $2,748 | $0 | $0 |
| NATNL GRID ADR 77 SH. | P | 2013-08-23 | 2013-12-17 | $4,814 | $4,462 | $352 | $352 |
| NOVONORDISK ADR 27 SH. | P | 2013-08-23 | 2013-11-21 | $4,660 | $4,707 | -$47 | -$47 |
| SEALED AIR CORP 100 SH. | P | 2013-08-29 | 2013-11-21 | $3,216 | $2,837 | $379 | $379 |
| STARWOOD 28 SH. | P | 2013-08-23 | 2013-08-29 | $1,797 | $1,837 | -$40 | -$40 |
| STATOIL 536 SH. | P | 2013-08-23 | 2013-08-29 | $11,884 | $11,566 | $318 | $318 |
| SYMANTEC 275 SH. | P | 2013-08-23 | 2013-11-21 | $6,493 | $7,230 | -$737 | -$737 |
| TARGET 125 SH. | P | 2013-08-23 | 2013-08-29 | $7,891 | $8,043 | -$152 | -$152 |
| WFC 135 SH. | P | 2013-08-23 | 2013-08-29 | $5,575 | $5,762 | -$187 | -$187 |
| 3M 37 SH. | P | 2013-08-23 | 2013-08-29 | $4,194 | $4,227 | -$33 | -$33 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,304 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,304 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $7 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SARA KATZ | IndividualWithBooksNm |
| Phone | 5105273883 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6166 BUENA VISTA AVE | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94618 | ZIPCode |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SARA KATZ | ||||||||
| 6166 BUENA VISTA AVE | OAKLAND | CA | 94618 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| JOSEPHINE MAXON | ||||||||
| 820 EUCLID AVENUE | BERKELEY | CA | 947081306 | SECRETARY | 3.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GIVEN THAT THE KARL AND ALICE RUPPENTHAL FOUNDATION'S MAIN GOAL IS THE SUPPORT OF MUSIC AND ART, IN 2013, THE LARGEST DIRECT CHARITABLE ACTIVITY WAS FOR THE SUPPORT OF VARIOUS TRAINING AND EDUCATION PROGRAMS OF YOUNG OPERA SINGERS AS WELL AS SUPPORT OF PRODUCTION OF ARTISTIC PROGRAMS AND ART EDUCATION. THE MAJORITY OF THE EXPENSE INCURRED WERE RELATED TO ACCOUNTING, TAX COMPLIANCE AND PAYMNET OF TAX LIABILITIES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $1,051,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,131 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,166,607 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,166,607 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,499 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,149,108 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,455 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,455 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7 | TotalTaxAmt |
| Distributable Before Adj | $57,448 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $57,448 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $57,448 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $255,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $255,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $255,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,448 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,984 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $255,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,984 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57,448 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $177,568 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $177,568 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $177,568 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $177,568 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MEROLA OPERA PROGRAM | |||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE | CHARITABLE ORG. | HELP SUPPORT THE TRAINING OF ITS YOUNG OPERA SINGERS. | $80,000 |
| SAN FRANCISCO BALLET | |||||||
| 455 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | NONE | CHARITABLE ORG. | HELP SUPPORT THE ART OF BALLET | $5,000 |
| SAN FRANCISCO OPERA | |||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE | CHARITABLE ORG. | HELP SUPPORT PRODUCTIONS AND ARTISTICS PROGRAMS. | $10,000 |
| SAN FRANCISCO SYMPHONY | |||||||
| 201 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE | CHARITABLE ORG. | HELP SUPPORT THE SYMPHONY WHICH HAS A STRONG MUSIC EDUCATION OUTREACH | $60,000 |
| UNITARIAN UNIVERSALIST CHURCH OF BERKELEY | |||||||
| ONE LAWSON ROAD | BERKELEY | CA | 94708 | NONE | CHARITABLE ORG. | HELP SUPPORT THE RELIGIOUS, MUSICAL, AND EDUCATIONAL PROGRAMS AT THE CHURCH AS WELL THE RESTORATION OF THEIR FINE AEOLIAN ORGAN. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $255,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $369 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,833 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,304 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,506 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,506 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | AMOUNTS REPORTED IN COLUMN E REPRESENT THE EARNINGS FORM THE CASH |
| 3 | ACCOUNTS HELD BY THE FOUNDATION AND USED TO FUND ITS CHARITABLE |
| 3 | ACTIVITIES |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,625 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SARA KATZ AS FOUNDATION MANAGER HEREBY ELECTS UNDER THE PROVISIONS OF REG. 53.4942(A)-3(D)(2), TO APPLY ALL REMAINING DISTRIBUTIONS, AFTER REDUCING THE 2011 UNDISTRIBUTED INCOME TO ZERO, TO ANY UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2011 | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS #34454 | BondNm |
| EOY Book Value | $273,533 | EOYBookValueAmt |
| EOYFMV | $275,470 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $729,051 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $729,051 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ACCOUNT EXPENSES | Desc |
| Revenue And Expenses Per Books | $4,136 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,136 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PORTFOLIO ACCOUNTS OPENED | Description |
| Amount | $1,076,131 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $10 | $0 | $0 | $0 |
| INCOME TAX | $150 | $0 | $0 | $0 |
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