KARL AND ALICE RUPPENTHAL FOUNDATION FOR THE ARTS: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KARL AND ALICE RUPPENTHAL FOUNDATION FOR THE ARTS (EIN 68-0290059)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-09
- IRS object ID
- 201302219349100515
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-09T14:31:46-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222131009 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTHSTEIN KASS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680290059 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | KARL | NameControl |
| Phone | 5105273883 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KARL RUPPENTHAL | Name |
| Title | PRESIDENT | Title |
| Phone | 5105273883 | Phone |
| Date Signed | 2013-08-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SANDER I STADTLER | Name |
| PTIN | P00195939 | PTIN |
| Phone | 4157886666 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 332763 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 3272 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3272 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 3272 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 8 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 8 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 0 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 7397 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 5871 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 5871 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 9151 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3280 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 9151 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 17825 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 811 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Adj Net Incm | 0 | InterestAdjNetIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3946 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 45583 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 68165 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 30002 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 30002 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 98167 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 30002 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -89016 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3280 | NetInvestmentIncome |
| Adjusted Net Income | 9151 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 12486 | CashEOY |
| Cash EOYFMV | 12486 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 418516 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5911 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5911 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable BOY | 16 | AccountsReceivableBOY |
| Investments Govt Oblig BOY | 0 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 105804 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 109237 | InvestmentsGovtObligEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 205315 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 205129 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 418532 | TotalAssetsBOY |
| Total Assets EOY | 329516 | TotalAssetsEOY |
| Total Assets EOYFMV | 332763 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 667028 | CapitalStockBOY |
| Capital Stock EOY | 418532 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -248496 | RetainedEarningsBOY |
| Retained Earnings EOY | -89016 | RetainedEarningsEOY |
| Total Net Assets BOY | 418532 | TotalNetAssetsBOY |
| Total Net Assets EOY | 329516 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 418532 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 329516 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 418532 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -89016 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 329516 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 329516 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | FIDELITY SELECT PORTFOLIO | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2006-07-01 | DateAcquired |
| Date Sold | 2012-09-04 | DateSold |
| Gross Sales Price | 7397 | GrossSalesPrice |
| Cost Or Other Basis | 7397 | CostOrOtherBasis |
| Gain Or Loss | 0 | GainOrLoss |
| Gains Minus Excess Or Losses | 0 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 0 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 0 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 1 | LiableFor4942Tax |
| Qualifying Distributions Year2 | 0 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 0 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.000000 | DistributionRatioYear2 |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 66 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 66 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 66 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 66 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 0 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 0 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JO MAXON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5105273883 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 EUCLID AVENUE | AddressLine1 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 947081306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| 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 2012, THE LARGEST DIRECT CHARITABLE ACTIVITY WAS A MAJOR DONATION FOR THE RESTORATION OF AN AEOLIAN SKINNER FINE ORGAN PLUS 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 COMPLIANCEAND PAYMNET OF TAX LIABILITIES | Description1 |
| Expenses1 | 19602 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 241496 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 206131 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 447627 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 447627 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6714 | CashDeemedCharitable |
| Net Noncharitable Assets | 440913 | NetNoncharitableAssets |
| Minimum Investment Return | 22046 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 22046 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 66 | TaxBasedOnInvestmentIncome |
| Total Tax | 66 | TotalTax |
| Distributable Amount Before Adj | 21980 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 21980 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 21980 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 30002 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 30002 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 30002 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 21980 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 26578 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Total For Prior Years | 1428 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 30002 | QualifyingDistributions |
| Applied To Year1 | 26578 | AppliedToYear1 |
| Applied To Prior Years | 1428 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1996 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 19984 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AURORA THEATER | |||||||
| 2081 ADDISON STREET | BERKELEY | CA | 94704 | NONE | CHARITABLE ORG. | HELP SUPPORT AURORA'S GROUNDBREAKING THEATER WORKS. | $250 |
| BERKELEY CHAMBER PERFORMANCES | |||||||
| 6166 BUENA VISTA AVE | OAKLAND | CA | 94618 | NONE | CHARITABLE ORG. | HELP SUPPPORT QUALITY CHAMBER MUSIC IN A HISTORIC SETTING. | $250 |
| BERKELEY COOMUNITY CHORUS | |||||||
| PO BOX 310 | BERKELEY | CA | 94701 | NONE | CHARITABLE ORG. | HELP SUPPORT COMMUNITY SINGING | $100 |
| BERKELEY REPERTORY THEATER | |||||||
| 999 HARRISON STREET | BERKELEY | CA | 94710 | NONE | CHARITABLE ORG. | HELP SUPPORT THEIR INNOVATIVE THEATER PRODUCTIONS | $500 |
| CALIFORNIA BACH SOCIETY | |||||||
| PO BOX 1526 | PALO ALTO | CA | 94302 | NONE | CHARITABLE ORG. | HELP SUPPORT SINGING THE GREAT WORK OF J. S. BACH | $100 |
| CHORA NOVA | |||||||
| PO BOX 9345 | BERKELEY | CA | 94709 | NONE | CHARITABLE ORG. | HELP SUPPORT INNOVATIVE CHORAL SINGING | $100 |
| CONTRA COSTA CIVIC THEATER | |||||||
| 951 POMONA AVE | EL CERRITO | CA | 94530 | NONE | CHARITABLE ORG. | HELP SUPPORT LOCAL COMMUNITY THEATER. | $250 |
| EARLY CHILDHOOD MENTAL PROGRAM | |||||||
| 4101 MACDONAL AVE | RICHMOND | CA | 94805 | NONE | CHARITABLE ORG. | HELP SUPPORT MENTAL HEALTH IN EARLY CHILDHOOD. | $200 |
| KQED KTEH | |||||||
| 1585 SCHALLENBERGER ROAD | SAN JOSE | CA | 95131 | NONE | CHARITABLE ORG. | HELP SUPPORT THE STATIONS ENLIGHTENED TV PROGRAMS | $300 |
| MASTERWORKS CHORALE | |||||||
| PO BOX 5465 | SAN MATEO | CA | 94402 | NONE | CHARITABLE ORG. | HELP SUPPORT THIS FINE CHORAL SINGING ORGANIZATION | $250 |
| MEROLA OPERA PROGRAM | |||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE | CHARITABLE ORG. | HELP SUPPORT THE TRAINING OF ITS YOUNG OPERA SINGERS. | $2,400 |
| NIROGA INSTITUTE | |||||||
| 111 FAIRMONT AVE | OAKLAND | CA | 94611 | NONE | CHARITABLE ORG. | SUPPORT THE TEACH SELF-TRANSFORMATIVE PRACTICES FOR AT-RISK YOUTH. | $500 |
| PHILHARMONIA BAROQUE ORCHESTRA | |||||||
| 180 REDWOOD STREET STE 200 | SAN FRANCISCO | CA | 941023281 | NONE | CHARITABLE ORG. | HELP SUPPORT MUSICAL EDUCATION. | $500 |
| SAN FRANCISCO BALLET | |||||||
| 455 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | NONE | CHARITABLE ORG. | HELP SUPPORT THE ART OF BALLET | $500 |
| SACRED AND PROFANE | |||||||
| 1199 CORNELL AVENUE | BERKELEY | CA | 94706 | NONE | CHARITABLE ORG. | HELP SUPPORT INNOVATIVE CHAMBER CHORUS | $100 |
| SAN FRANCISCO CHORAL SOCIETY | |||||||
| 236 WEST PORTAL AVENUE 775 | SAN FRANCISCO | CA | 94127 | NONE | CHARITABLE ORG. | HELP GROUP DIRECTED BY ROBERT GEARY | $250 |
| SAN FRANCISCO CHORAL ARTISTS | |||||||
| 601 VAN NNESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE | CHARITABLE ORG. | HELP SUPPORT INNOVATIVE PROGRAMMING AND NEW CHORAL MUSIC | $100 |
| SAN FRANCISCO GIRL'S CHORUS | |||||||
| 44 PAGE STREET SUITE 200 | SAN FRANCISCO | CA | 94102 | NONE | CHARITABLE ORG. | HELP SUPPORT MUSICAL GROWTH OF YOUNG GIRL SINGERS. | $100 |
| SAN FRANCISCO RENAISSANCE VOICES | |||||||
| 1329 SEVENTH AVE | SAN FRANCISCO | CA | 94122 | NONE | CHARITABLE ORG. | HELP SUPPORT GROUP OF EARLY MUSIC SPECIALISTS | $100 |
| SAN FRANCISCO OPERA | |||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE | CHARITABLE ORG. | HELP SUPPORT PRODUCTIONS AND ARTISTICS PROGRAMS. | $1,000 |
| SAN FRANCISCO EARLY MUSIC SOCIETY | |||||||
| PO BOX 27495 | SAN FRANCISCO | CA | 94127 | NONE | CHARITABLE ORG. | HELP SUPPORT EARLY MUSIC PERFORMANCES | $100 |
| 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 | $500 |
| ST MARK'S CHORAL SOCIETY | |||||||
| 2300 BANCROFT WAY | BERKELEY | CA | 94704 | NONE | CHARITABLE ORG. | HELP SUPPORT CHURCH CHOIR | $250 |
| UC BERKELEY DEPARTMENT OF THEATER | |||||||
| 101 DWINELLE ANNEX | BERKELEY | CA | 94720 | NONE | CHARITABLE ORG. | HELP SUPPROT THE THEATER, DANCE, AND PERFORMANCE DEPARTMENT. | $250 |
| 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. | $19,602 |
| UNIVERSITY OF CALIFORNIA REGENTS UC BERKELEY CAL PERFORMANCES | |||||||
| 101 ZELLERBACH HAL 4800 | BERKELEY | CA | 947202560 | NONE | CHARITABLE ORG. | HELP SUPPORT CAL PERFORMANCES. | $600 |
| UNIVERSITY OF CALIFORNIA REGENTS UC BERKELEY MUSIC DEPTARTMENT | |||||||
| 104 MORRISON HALL 1200 | BERKELEY | CA | 94720 | NONE | CHARITABLE ORG. | HELP SUPPORT THE MUSIC PROGRAM OF THE UNIVERSITY AND ITS CONCERTS | $250 |
| VOCI | |||||||
| 4024 EVERETT AVENUE | OAKLAND | CA | 94602 | NONE | CHARITABLE ORG. | HELP SUPPORT ITS WOMEN SINGING ENSEMBLE PROGRAM | $100 |
| VOLTI | |||||||
| PO 15576 | SAN FRANCISCO | CA | 94115 | NONE | CHARITABLE ORG. | HELP SUPPORT CHORUS IN ITS PERFORMANCE OF CONTEMPORARY MUSIC | $250 |
| WEST EDGE OPERA | |||||||
| 1700 SHATTUCK AVENUE | BERKELEY | CA | 94709 | NONE | CHARITABLE ORG. | HELP SUPPORT THE ORGANIZATION'S INNOVATIVE OPERA PRODUCTIONS | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 30002 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Related Or Exempt Function Income | 3272 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 8 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | ExclusionExclusionAmount |
|---|---|
| INCOME TAX REFUND | $622 |
| EXCISE TAX REFUND | $5,249 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $5,871 | ExclusionAmount |
| Related Or Exempt Function Income | 3280 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 9151 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 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 Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $17,825 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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. | Election |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE MAJORITY OF THE EXPENSE INCURRED WERE RELATED TO ACCOUNTING, TAX COMPLIANCEAND PAYMNET OF TAX LIABILITIES | Explanation |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS - STATEMENT A | NameOfBond |
| EOY Book Value | 205315 | EOYBookValue |
| EOYFMV | 205129 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 105804 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 109237 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| LIFE INSURANCE | 39058 | 0 | 0 | 0 |
| FILING FEES | 172 | 0 | 0 | 0 |
| PENALTIES | 6338 | 0 | 0 | 0 |
| MISCELLANEOUS | 15 | 0 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| INCOME TAX REFUND | 622 | 622 |
| EXCISE TAX REFUND | 5249 | 5249 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| EXCISE TAX | $3,353 | 0 | 0 | 0 |
| INCOME TAX | $593 | 0 | 0 | 0 |
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